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Review Mode

Using the citations feature in Marloo to accelerate document review

Written by Liam McGuire
Updated over 2 weeks ago

Executive Summary

  • Review Mode lets you verify AI-generated documents quickly by highlighting different types of content: citations, inferences, gaps, and conflicts.

  • Green highlights are verified citations from source material. Blue highlights are AI calculations or judgments. Yellow highlights flag missing information. Red highlights flag conflicting data.

  • Click any highlight to see details, including the source document and specific text used.

  • Focus your review time on blue and red highlights for the most efficient quality check.

How to Activate Review Mode

  1. Open any Marloo-generated document.

  2. Click the Review Mode button in the top-right corner of the floating toolbar. The button is a magnifying glass icon with an eye in the middle.

  3. When clicked, highlights flash across the document text.

  4. Scroll through the document to see the highlighted content.

Understanding the Four Highlight Types

Green (Citations)

Information extracted directly from source material. Click a green highlight to see the exact source document and the specific text excerpt used.

Green text has the highest confidence: Marloo is citing exactly what it found.

Example: A superannuation balance highlighted in green. Clicking the highlight shows a popup with the source statement (e.g., "[Client Name] - AustralianSuper statement Jun 2026.pdf") and the exact figure extracted.

Blue (Inferences)

Where Marloo has taken source information and made a judgment call, calculation, or extrapolation. Click a blue highlight to see the reasoning.

This is a quick way to screen AI-generated decisions and verify calculations.

Example: A total assets figure highlighted in blue. Clicking the highlight shows a popup with the calculation: "Sum of all assets listed: [value A] + [value B] + [value C] + [value D] + [value E] = [total]."
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Yellow (Information Gaps)

Sections where Marloo did not have the required information to populate the template as requested. These serve as clear visual prompts for you to source the missing data from the client or from additional documents.

Red (Data Conflicts)

Conflicting information from multiple sources where Marloo had to make a priority decision on which to include. Review red highlights to verify the AI selected the correct information and deprioritised the right source.

Review Mode Workflow

  1. Activate Review Mode by clicking the button in the floating toolbar.

  2. Scan green text for accuracy. These are direct citations, so a quick check is usually sufficient.

  3. Focus on blue text to verify AI calculations and judgments. Click each blue highlight to review the reasoning.

  4. Check yellow highlights to identify missing information. Source the missing data from the client or upload additional documents.

  5. Investigate red highlights to resolve conflicts. Verify that Marloo selected the correct information from competing sources.

  6. Make corrections using the Ask Marloo chat panel on the right.

  7. Export your document.

Tips

Focus your review time on blue and red highlights. Green is verified from source material. Yellow is a prompt to gather more information. By prioritising blue and red, you can efficiently verify the areas where the AI made decisions on your behalf.

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