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Eng: Member reviews pre-filled DocAI fields #326

@malworks

Description

@malworks

Background

After a member opts into using AI for document upload, they are entered into the flow. DocAI classifies and accepts a document, it extracts fields (employer, pay period, hours, gross pay) and OSCER pre-populates the activity reporting form with the extracted data. The member needs to be able to review this pre-filled information and continue to add or edit activities manually before submitting.

This is a new step in the reporting flow, currently members enter all activity details manually. With DocAI, the form arrives partially or fully filled in, and the member confirms or corrects before submitting.

User Story

As a member, I want to review the information AI extracted from my documents so that I can see what was extracted.
As a member, I want to review the information AI extracted from my documents so that I can correct any mistakes before submitting.
As a member, I want to add additional activities beyond what the AI extracted so that my full reporting is captured.

Acceptance Criteria

  • UI should match the Figma designs
  • After DocAI scans the document, member should see a screen where pre-populated activity fields for the document
  • If a field is not found with DocAI, the field shows an error state on the review screen where the member can enter a field
  • If a field is found but is incorrect, review screen allows any fields found with DocAI to be editable
  • Mobile friendly

Out-of-scope (optional)

Document preview will come in a later ticket.

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Links & Resources (optional)

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Epic Link
Strata DocumentAI API template

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