{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f43be54f9f72433485a299e77de6aef6\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/f43be54f9f72433485a299e77de6aef6-0d5b37d9135a451a.gif","duration":827.861,"title":"V2 Document Review ","description":"This Loom explains the end to end document review workflow in TrustLayer, focusing on how AI Assist and Human Review work together to grade compliance. It outlines the order of operations starting with validity dates, then AMBEDR ratings via NAIC numbers, then line items like each occurrence greater than or equal to a million, and notes that expired modules are held back in red. It also covers assigning a Certificate of Insurance to the correct request container at the party level or project level before grading, and that Additional Insured fields in Description of Operations Open Text or Certificate Holder require human review. If requirements remain outstanding, reviewers use Send Email to request supporting documents, mark the prior COI reviewed when accepted, and repeat with newly uploaded COIs, with green becoming blue due to document stacking. It further describes using match, waive, or override, including waiving indefinitely at the party level or removing the waiver on a due date for renewal."}