A person studying a glowing, data-rich screen
PwC · AI UX & Information Systems

Document Insights

Designing how people explore, understand and act on complex document-based information, with AI they can actually trust.

Client
PwC · Enterprise
Role
AI UX · Research · Interaction · Prototyping
Focus
Document intelligence · Data extraction · Trust in AI
Status
Public summary · details on request

01 / Context

Turning unstructured documents into structured insight.

Enterprise teams work through huge volumes of complex documents, contracts, energy and grid forms, filings, where the important data is buried in inconsistent layouts. Document Insights is an AI product that reads these documents and extracts the relevant data points automatically.

But automation alone isn’t the point. The value of an extraction product depends entirely on whether people can trust the results, verify them quickly, and stay in control of what the AI decides. That trust problem was the real design challenge.


02 / Challenge

An AI that’s usually right still needs to be verifiable.

Extraction models are confident, fast and occasionally wrong, and in an enterprise context, a wrong value can be expensive. The interface had to make the AI’s certainty legible, let users correct and confirm values without friction, and never hide what the model was doing. The goal was to turn a black box into a reviewable workflow.

Q1How confident is the AI in each value, and where exactly does it come from in the document?
Q2How can a user verify or correct a value in seconds, not minutes?
Q3When has the model earned enough trust to let it run on its own?

03 / My role

AI UX, research and interaction design.

I worked on the experience of an AI document-intelligence product, focused on how people review, verify and trust AI-extracted information.

Designing the AI review & verification flow
Confidence and trust patterns for AI output
Structuring the data-point panel & document link
Project, training and processing flows
Interface concepts and prototypes
Usability evaluation of the review experience

04 / Inside the product

Review, verify, confirm.

The core of the experience is a side-by-side view: the source document on the left, the AI’s extracted data points and confidence on the right.

Your Projects overview with trained models and document counts

Projects. Each project tracks documents, predictions, confirmations and its trained model.

Finance report project: upload, continue training, process documents, download

Train & process. Upload documents, continue training the model, then process or export.

Document review: source document with highlighted fields beside the data-point panel

Document review. Highlighted source fields map directly to extracted data points, every value is traceable back to the page.

Data-point candidates ranked by confidence percentage

Confidence, ranked. Candidate values are ordered by confidence, the user chooses, instead of retyping.

Assign value to a data point dialog

Assign & correct. Click a value on the document to assign it to a data point, verification in one gesture.


05 / Key decisions

Making trust a first-class part of the UI.

01

Confidence on every value

A visible percentage on each data point so users instantly know what to double-check and what to skim.

02

Traceable to the source

Every extracted value links back to its highlighted location on the document, nothing is unexplained.

03

Verify in one gesture

Ranked candidates and click-to-assign turn correction into a choice, not data re-entry.

04

“Trust the AI” mode

Once a model proves itself, a toggle lets it run with less manual review, trust earned, then scaled.

Close-up of a person's eyes, lit by a glowing screen

AI is only useful when people can trust what it tells them.

06 / Outcome

A reviewable, trustable extraction workflow.

The work shaped how users move from raw documents to confirmed, structured data, making the AI’s confidence legible, keeping every value traceable, and letting teams scale automation only as far as their trust in the model allows.

AI review & verification flow
Confidence & trust patterns
Data-point panel & document linking
Project, training & processing flows
Interface concepts & prototypes
“Trust the AI” scaling model

07 / What I learned

Trust is a UX problem, not just a model problem.

Better model accuracy doesn’t automatically create confidence. People trust AI when they can see how sure it is, check where a value came from, and correct it without fighting the interface. Legible confidence and easy verification did more for adoption than raw accuracy alone.

This project sharpened how I design AI-native products: surface uncertainty honestly, keep humans in control, and design the review experience as carefully as the automation itself.


Designing an AI feature that users need to trust?

Let’s turn your product challenge into something testable.