DATA QUALITY · Workflow idea

Turn incoming documents into reviewable records without treating an attachment as safe or accurate by default.

For authorized work involving authorized email attachments, extracted document fields, and proposed tracking records, prepare selected fields from an authorized email attachment for a records owner to verify. Attachments can carry malware or sensitive third-party information, and extraction may misread important values. Check sender and file safety, confirm authority and retention, minimize fields, compare results with the original, restrict the destination, and require owner approval before records or actions are changed. Explain information use and retention, obtain required consent, respect source and reuse rights, verify important details, and keep external or consequential actions under human approval.