---
title: "AI document verification on tasks"
slug: "16-ai-document-verification-on-tasks"
updated: 2026-11-02T18:40:57Z
published: 2026-11-02T18:32:39Z
canonical: "docs.thebigpos.com/16-ai-document-verification-on-tasks"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI document verification on tasks

**Requires a BIG AI contract.** If BIG AI is not active on your account, this feature will not appear.

Bind an AI prompt to a Document task and BIG AI reviews whatever the borrower uploads to it. The verdict lands on the task row, where the loan team is already looking.

## Setup, in order

1. Switch on **Automated Prompts** on the AI **Settings** page. Nothing runs until you do.
2. On the prompt you want to use, mark the document-upload trigger under **Triggers**. Only prompts marked for document review can be bound to a task.
3. Choose that prompt in **AI Verification Prompt** on the Document tasks you want reviewed.

The picker is available wherever tasks are created or edited: the loan **Tasks** screen, **Global Tasks**, and tasks generated by a rule under **Rules**. It appears on Verification tasks as well as Document tasks.

## Reading the verdict

While the review runs, the row shows an **AI verifying** badge and updates on its own — no refresh needed. When it finishes, the badge shows the verdict. Expanding the row shows findings by severity, anything still missing, and which documents the review read.

A review that could not run says so plainly rather than implying a result.

## Following up

One action opens the loan's BIG AI assistant with the reviewed documents already attached, so a follow-up question starts from the evidence.

## Seeing what is configured

An **AI Verification** column appears on the Global Tasks table and on each rule's task list, beside Auto-Complete, so you can see which tasks have a prompt attached without opening each one.

## What borrowers see

Nothing. Verification runs under the loan's own officer, and borrowers never see the verdicts.