Verify accuracy of records
Most of the output can be produced by software today.
Software can pull the data, run the comparison and write up what it found. The accuracy depends almost entirely on whether it is wired into the real system of record rather than a stale copy, which is the problem the tools and auth layer exists to solve.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Analysis and evaluation work |
| Jobs that do it | 13 occupations |
| Tool categories that apply | Builders, Tools and auth |
| O*NET activity | Processing Information (4.A.2.a.2) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 13 occupations that perform it.
- Verify that all regulatory policies and procedures have been documented, implemented, and communicated.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Verify that all firm and regulatory policies and procedures have been documented, implemented, and communicated.
- Review event bills for accuracy and approve payment.
- Review design drawings or technical documents for completeness, correctness, or appropriateness.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Review company records to determine amount of insurance in force on single risk or group of closely related risks.
- Review billing for accuracy.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Verify accuracy of transcripts by checking copies against original records of proceedings and accuracy of rulings by checking with judges.
- Verify accuracy of materials lists.
- Examine titles to property to determine validity and act as company agent in transactions with property owners.
- Examine inventory to verify journal and ledger entries.
- Verify legal descriptions of properties by comparing them to county records.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for analysis and evaluation work, and what it costs.
Start in the assistant with an export of the real data, because the accuracy problem here is a stale copy rather than a weak model. Make, at $9 a month, is the cheapest way to put the pull on a schedule once the analysis is worth repeating.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
13 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Accountants and Auditors
- Appraisers and Assessors of Real Estate
- Claims Adjusters, Examiners, and Investigators
- Compliance Managers
- Compliance Officers
- Court Reporters and Simultaneous Captioners
- Insurance Underwriters
- Loan Officers
- Meeting, Convention, and Event Planners
- Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
- Security Management Specialists
- Tax Examiners and Collectors, and Revenue Agents
- Tax Preparers
Work that goes with it
O*NET groups these under “Evaluate the quality or accuracy of data”. In practice they tend to be done by the same person, in the same sitting.
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.