RedGraphs Platform

RedGraphs Assist

Governed capture and verification of economic relationships from primary source documents.

Governance engine for economic data

Assist review interface showing the relationship review table with evidence grouping, approve and reject actions, and batch navigation
Review workflow — evidence-grouped relationships with inline approve/reject actions
Assist operational dashboard showing workflow analytics with 30.4% accession completion, 14.2% review completion, and 35.6% approval rate across 9,636 relationships
Operational dashboard — real-time workflow analytics across 9,636 relationships
01

Governed Capture

Evidence-bound relationship capture with full provenance tracking.

Relationship review table showing 10 relationships with status chips, entity names, relationship types, and approve/reject/edit action buttons

Review Queue

Every relationship entering the Economic Relationship Graph binds to specific evidence extracted from source documents, ensuring each claim is traceable and defensible in audit.

Entity Resolution

Both parties are resolved to canonical identifiers before a relationship is created.

Evidence Binding

Each relationship links to specific sentences in source documents with location references.

Provenance Chain

Extraction method and source version are recorded for reproducibility.

For the complete relationship schema and evidence model, see Data Schema. For the verification methodology, see Methodology.

02

Validation Workflow

Human-in-the-loop verification with structured decision outcomes.

Evidence trace showing expanded document context with highlighted entity link from an SEC filing, with source text and relationship table below

Evidence Inspection

Relationships extracted from source documents enter a review queue where human reviewers inspect the evidence and make decisions. The workflow ensures that automated extraction is subject to governed verification before publication.

Reviewers see the source document with highlighted sentences alongside the extracted relationship, enabling direct comparison between claim and evidence.

Accept

Relationship is valid. Published to the Economic Relationship Graph with full provenance.

Reject

Relationship is not valid. Excluded from the graph with rejection reason recorded.

Defer

Insufficient information. Remains in queue for later review when more context is available.

Reviewer Actions
  • Inspect extracted evidence alongside relationship claims
  • View source document with highlighted sentences
  • Correct entity names, relationship types, or financial attributes
  • Create relationships from evidence not captured by extraction
03

Correction Model

Non-destructive corrections that preserve the audit baseline.

Correction workflow showing the edit panel with entity information, financial data fields, relationship type selector, and save/cancel actions overlaying the review table

Non-Destructive Corrections

When a reviewer corrects a relationship, the original extraction is not modified. Instead, corrections are recorded as overlays that are applied at query time. This preserves the audit baseline while enabling corrections to be traced and attributed.

Each correction records the actor, timestamp, changed fields, and reason -- providing a complete attribution chain.

Why Overlays

  • Original extraction preserved for audit and compliance
  • Corrections are traceable with full attribution
  • Historical states can be reconstructed
  • Extraction model improvements do not invalidate corrections

Actor Hierarchy

When multiple corrections exist, human decisions supersede automated ones. This ensures that reviewer judgment is authoritative over system-generated corrections.

Human overlay > System overlay > Source
04

Audit Trail

Complete decision history with evidence integrity verification.

Batch review session showing S&P Re-evaluation with 10 filings, progress bars per accession, mixed completion states, and 40 of 442 relationships reviewed

Batch Review Tracking

Review sessions group filings into managed batches with per-accession progress tracking. Accepted and rejected counts are visible at the session level, and each decision is recorded with user attribution and timestamp.

The complete timeline -- from extraction through review to publication -- is preserved as an append-only log with integrity hashes for evidence verification.

What Is Recorded

  • User identity and action timestamp
  • Decision type (accept, reject, defer, correct)
  • Evidence document and sentence references
  • Integrity hash of evidence at decision time
  • Correction details when applicable

Review Cycle Isolation

When documents are re-reviewed, decisions are scoped to a review cycle. This allows the same documents to be reviewed multiple times without overwriting historical decisions. Each cycle maintains its own statistics and progress tracking.

For the complete auditability model including confidence scoring and verification lifecycle, see Methodology: Auditability.

05

Scope

What Assist enables and where its scope ends.

Enables

  • Evidence-bound relationship capture with document-level traceability
  • Human validation with full decision attribution and audit trail
  • Non-destructive correction with preserved audit baseline
  • Review cycle isolation for repeated review without data loss
  • Actor-attributed decisions with clear human-over-system hierarchy
  • Integrity verification through evidence hashing

Does Not Enable

  • -- Modification of source extractions (corrections are overlays only)
  • -- Unattributed changes (every action requires authenticated user)
  • -- Relationships without evidence binding
  • -- System override of human review decisions
  • -- Network analysis or traversal (see Vista)
  • -- Concentration metrics (see Vista)

These boundaries protect data integrity, ensure auditability, and maintain clear separation between capture (Assist) and analysis (Vista).

06

Integration

How Assist connects to the broader RedGraphs infrastructure.

Effective Relationship State

Downstream consumers query the effective state of relationships, which merges the original extraction with any applicable overlays. This provides a single, current view while preserving full history for audit.

effective_state = source + overlays

Analysis Surface

Validated relationships flow to Vista for network analysis and concentration analysis. Assist is the capture and governance layer; Vista is the analysis layer.

Vista: Network Intelligence

Data Flow

Source Documents

SEC filings, registries, disclosures

Assist

Capture, validate, correct

Business Relationship Analytics

Validated relationships

Vista

Analyze, model, simulate

Request access to Assist

To discuss Assist access or integration with your existing workflows, contact the RedGraphs team.