Reading the Vault hero: documents, completeness, signals

What the Vault hero panel is

Every document you send Verinode, forwarded emails, uploads, voice notes, photos, job exports, financial statements, lands in one place: the Vault. The hero panel is the band across the top of that page. It is the first thing you see, and it answers one question in four numbers: how much has flowed in, how well Verinode read it, how much of it went to work, and how much still needs your eyes on it.

Verinode does not create or manage your documents. It reads what you send it, extracts what it can, and tells you honestly how complete that extraction is. You decide what to do with a document that needs review; Verinode surfaces it, it does not resolve it for you.

Where to find it

1. 1Open Vault from the sidebar (the data icon, labeled Vault).
2. 2The route is /data.
3. 3The hero panel is the first row on the page, above the Explore tiles (Uploads, Tracking, Playlist, Reading, Saved, Notifications) and the Recent uploads row.

The four numbers

1. Total documents

The large number on the left, labeled What Verinode Is Tracking, is your total document count: every parsed document Verinode has on file for you, counting emails, uploads, voice captures, and photos alike. It reads "N document captured" for a single document and "N documents captured" otherwise, and it animates upward on load rather than appearing instantly.

2. Average extraction completeness (the pill)

Next to the total count sits a colored pill, for example "78% Extraction Completeness." This is the number the "Documents" section gets asked about most, so it is worth being precise about what it measures.

What it is not: it is not the AI's confidence in what it read. Verinode's extraction agent can be highly confident and still only capture part of a document.

What it actually is: for every document type, there is a defined set of fields and capabilities Verinode knows how to pull out (line items, dates, amounts, entity links, and so on). After each document is processed, Verinode records an extraction receipt: which of those fields it successfully populated, which it skipped and why, and which failed outright. Completeness is the ratio of fields actually extracted to fields that were possible to extract for that document type. An invoice missing a due date because the source document never had one is different from an invoice where Verinode failed to read a due date that was clearly printed on the page, and the receipt behind the number tracks that distinction even though the pill itself is a single percentage.

The percentage shown is the average of that per-document completeness score across every document that has a receipt. Older documents captured before receipts existed are left out of the average entirely, so they cannot drag the number down artificially.

The pill is color-coded against the same thresholds Verinode uses everywhere completeness appears, on the document list, and on the Tracking tile in Explore:

| Completeness | Color | |---|---| | 80% and above | Green | | 40% to 79% | Amber | | Below 40% | Red |

The pill only appears once you have at least one document with a completeness score. With zero documents, or no receipts yet, it is hidden rather than shown as 0%.

3. Signals fed

The first secondary tile, Signals Fed, counts documents, not signals. It is the number of documents that triggered at least one platform signal, a benchmark comparison, a margin finding, a decision, anything downstream that Verinode's intelligence layer generated because that document existed. A document that fed three separate signals still counts once here; this tile answers "how much of what I sent in actually did work," not "how many signals fired in total." When at least one document has fed a signal, the tile's number renders in the Expand signal color as a small nod that the vault is earning its keep.

4. Needs review

The second secondary tile, Needs Review, counts documents where Verinode could not confidently attach the document to the right vendor, carrier, or job. Specifically, a document lands here when:

• it was matched to a new vendor Verinode created automatically from a fuzzy name match, and that vendor is still flagged for confirmation, or
• it names a carrier or third-party administrator but Verinode could not link it to one already on file, or
• it references a job but Verinode could not link it to one already on file.

The sub-label under the number reads "entities to assign" when the count is above zero, or "all matched" when it is zero, at which point the tile's accent turns neutral instead of the Analyse (amber-red) color it uses when there is work waiting. Resolving these is what "unlocks more signals," a document sitting unmatched cannot yet feed the benchmarks and findings that depend on knowing which vendor, carrier, or job it belongs to.

The sentence under the big number

Directly under the total document count, one line of text summarizes the state of your vault. It changes based on what is actually going on, in this order of priority:

• Zero documents: "Connect a channel, email, uploads, voice, or photo, and your vault starts filling."
• Documents exist and at least one needs review: "N document(s) need a quick review to unlock more signals."
• Nothing needs review, but something is still processing: "N document(s) still processing, signals fire as soon as they land."
• Everything is processed and matched: "Feeds every section of your business, vendors, clients, jobs, equipment, team, certifications, and more."

That third state, documents "still processing," refers to anything Verinode has received but not yet finished parsing. Processing documents are not counted toward Signals Fed or Needs Review until they clear.

The trust line

Below the two columns, a single line with a small lock icon reads: "Your data is yours. Encrypted under a key scoped to you, never sold, and only our audited systems ever touch it." This is the same canonical trust statement that appears on your Membership document and in Settings, condensed for a surface with less room. It is there because the hero panel is the first place most operators look at their raw data volume, and Verinode's independence, no operator data ever sold to carriers or anyone else, is the reason those benchmarks and signals are worth trusting in the first place.

Below the hero: Explore and Recent uploads

The hero panel sits above two more rows on the same page. Explore is a row of tiles, Uploads, Tracking, Playlist, Reading, Saved, and Notifications, each opening a dedicated view when clicked. Uploads and Tracking are close cousins of the hero: Uploads shows your full document list with the same needs-review and pending framing, and Tracking rolls documents up by vendor, client, or job so you can see, entity by entity, how many documents you have on each one and what Verinode has captured about it (Tracking's completeness figure is an average across entities, not documents, so it can read slightly differently from the hero pill even though it uses the same color thresholds).

Recent uploads below that shows your eight most recently processed documents as tiles you can click straight into. Before you have sent anything, it reads: "Recent captures appear here as documents flow in. Forward an email, upload a file, or paste a job export, the latest 8 land in this row."

Empty state

With zero documents, the hero panel still renders in full, it just shows 0 for total documents, hides the completeness pill entirely (there is nothing to average), and shows the "Connect a channel" sentence described above in place of the usual status line. Nothing about the layout breaks or collapses; the panel is designed to look intentional at zero, not like a loading failure.

How to use it

1. 1Glance at the total and the pill together. A high count with a low completeness score usually means one document type is under-extracting, not that the whole vault is unreliable, check the Uploads tab and sort by completeness to find the pattern.
2. 2If Needs Review is above zero, treat it as the first thing to clear. Those documents are sitting outside the benchmarks and findings pipeline until a vendor, carrier, or job is confirmed.
3. 3Watch Signals Fed rise as you resolve reviews and send more documents. It is the honest measure of whether your vault is actually informing decisions, not just accumulating files.

Related

• Forwarding documents
• Connecting your data
• Clients and carriers
• The Feed
• The decision workspace

Data sources