---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Work on a document verification task

# Work on a document verification task {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

A document agent can review and approve or reject a document submitted for verification.

## Vorbereitungen

Hinweis:  
An OCR-processed document can be automatically reviewed and approved. For information on OCR-processed documents, see [Integrating with Document Intelligence](https://servicenow-prod.fluidtopics.net/d8s_8koMqKzcIq8gWQ~6tQ "Integration with Document Intelligence enables machine learning (ML) to assist in quickly automating document processing and accurately extracting information from documents to the ServiceNow AI Platform.").

Role required: sn_doc_processor.agent​

## Prozedur

1. Navigate to Financial Services OperationsWorkspace.
2. Select the lists icon ().
3. In the Lists tab, under Document verification, open the task list.
   * For your assigned tasks, select Assigned to me.
   * For all document verification tasks, select All.
   {#doc-processor-work-on-doc-verification-task__choices_xbp_ycm_gmb}
4. In the list, select the document verification task that you want to work on.  
   To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
5. Verify the completeness of all documents that are submitted.  
   If a document has been processed through OCR, you can select Open in DocIntel to review the document and update document field values, or check the Field values tab to review extracted document field values. For more information, see [Integrating with Document Intelligence](https://servicenow-prod.fluidtopics.net/d8s_8koMqKzcIq8gWQ~6tQ "Integration with Document Intelligence enables machine learning (ML) to assist in quickly automating document processing and accurately extracting information from documents to the ServiceNow AI Platform.").
6. **Wahlweise:** From the Notes and Activity tab in the Work notes field, enter any comments.
7. Select one of the following options.

   | Task | Action |
   | Verify | Select Verify if the document details are sufficient. |
   | Reject | You can reject a document verification task if the details are insufficient. 1. From the Rejection reason field, select the reason from the following options. * Information mismatch * Incorrect document * Expired document * Scanning issues * Fraudulent document {#doc-processor-work-on-doc-verification-task__ul_vwy_dnj_3tb} 2. Select Reject. {#doc-processor-work-on-doc-verification-task__ol_rts_lw2_rhc} |
   |-|-|

   {#doc-processor-work-on-doc-verification-task__choicetable_t3f_5r1_wnb}
{#doc-processor-work-on-doc-verification-task__steps_qts_lw2_rhc}

## Ergebnisse

If the task is verified, the document verification task state shows as Verified. If the task is rejected for verification, the document verification task state shows as Not Submitted.