Run a Test of Details

This guide provides a quick reference for running a Test of Details. For the full walkthrough, see Your first dive: Test of Details.

Quick reference

1. Go to Tests of Details → Click New
2. Choose a TOD model (or create from scratch)
3. Give the job a name (auto-suggested)
4. Upload or select test sample (Excel) — download template first if needed
5. Select documents to match from workspace
6. Fill analysis/extraction variables (if required by model)
7. Choose AI speed (fast or thorough)
8. Click Launch

Test sample requirements

Your test sample (Excel file) should include:

• Unique identifier for each transaction (row number, transaction ID)
• Key matching fields — invoice number, date, amount, vendor name
• Clear column headers in the first row

Configuring the test

When creating a new TOD, you'll specify:

Setting	Description
Test sample	Your Excel file with transactions
Document sources	Workspace folders containing evidence
Matching criteria	Fields to use for automatic matching
Extraction model	What data to extract from matched documents

Creating reusable templates

For a complete guide on building TOD templates — including a step-by-step revenue recognition example with 5 document types — see Create & Configure TOD Templates.

Processing time

Processing time depends on:

• Number of transactions in your test sample
• Number of documents to search through
• Complexity of extraction model

Typical jobs complete in 5-30 minutes.

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Matching Documents

Matching links supporting documents to transactions in your Test of Details. This section covers how Moby matches automatically and how to handle manual matching.

How Moby matches automatically

Moby analyzes your test sample and supporting documents to find matches. It looks for common identifiers like:

• Invoice numbers
• Dates
• Amounts
• Vendor names
• PO numbers
• Other reference fields

The AI uses multiple signals together to find the best match, even when identifiers aren't exact.

Writing matching instructions

When creating a Test of Details, you can provide matching instructions to guide Moby. Good instructions dramatically improve matching accuracy, especially for complex documents.

Easy case — Unique identifiers available:

When documents have clear unique identifiers (invoice numbers, PO numbers), keep instructions simple:

Match invoices to transactions using invoice number.
If invoice number is missing, use vendor name + amount + date within 5 days.

Difficult case — No unique identifier (e.g., Bills of Lading):

For documents without unique IDs, guide Moby on what to look for:

Match Bills of Lading (BL) to shipment transactions.
Look for: shipper/supplier name, consignee, ports, shipment dates, 
cargo description, container numbers.
Dates may differ by up to 2 weeks due to shipping delays.

Tips for matching instructions:

• Name key fields — Tell Moby what to look for (dates, amounts, names, references)
• Give context — "Dates may differ due to shipping delays", "Amounts include tax"
• Mention variations — "Supplier may appear as vendor, seller, or shipper"
• Indicate priority — "Supplier name is most important"

Handling bundled documents

If you have multiple documents packed into a single PDF (e.g., a bundle of invoices), Moby may struggle to match correctly.

Solution: Split the PDF first, then re-run your test on the separated files.

See Workspace Tools → Split PDF.

Manual match

If Moby can't find a match automatically, you can manually link a document to a transaction:

1. Click the transaction row
2. Select Match Document
3. Browse or search for the correct document
4. Confirm the match

Manual unmatch

If Moby matched the wrong document:

1. Click the unlink icon on the matched document
2. Confirm unmatch
3. Manually select the correct document if needed

Handling low-confidence matches

Moby shows confidence scores for matches. Low-confidence matches are flagged for review.

What to check:

• Is the matched document actually related to this transaction?
• Are the key values (amount, date, vendor) correct?
• Is there a better matching document?

Always verify low-confidence matches

Low-confidence matches should always be manually verified before finalizing your workpaper.

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Reviewing AI Results

VIDEO PLACEHOLDER

Watch: Reviewing and Validating Results Learn how to use Grounding to verify data, handle exceptions, and export your workpaper.

Once Moby completes processing, you'll review and validate the AI's work. This is a critical step in ensuring audit quality.

Track your progress

Two progress bars help you track completion:

Progress Bar	What it tracks
Documents Matched	How many documents have been linked to transactions
Control Progress	How many cells have been validated

Understanding row statuses

Status	Meaning	Action Required
Validated	All criteria met, transaction verified	None — ready for export
Review	Requires manual attention	Click to investigate
Exception	Discrepancy found	Review and document the exception
No match	No supporting document linked	Match manually or exclude

Verify faster with grounding

Grounding is Moby's visual proof feature — showing exactly where extracted values came from in the source document.

How to use grounding:

1. Click on any cell to see the grounding — a highlighted bounding box in the PDF preview
2. Verify the highlighted area matches what you expect
3. Check surrounding context to ensure the value is from the correct section
4. Use keyboard shortcuts — Tab moves to the next cell, keeping the grounding panel open

Speed up verification

Use grounding to quickly verify values without manually searching through documents. The highlighted area shows you exactly where Moby found each value.

If grounding is missing or incorrect:

1. Click on the cell with missing grounding
2. In the PDF preview, click Select grounding (or use the selection tool)
3. Draw a box around the correct value in the document
4. The grounding is saved automatically

Detach the PDF viewer

For more comfort, detach the PDF preview into a separate window. This lets you view the document full-screen while keeping the results table visible.

Validating cells

Once you've verified a value is correct:

1. Select cells — Click to select one, or Ctrl+Click for multiple
2. Click the Validate button (✓) in the toolbar
3. The cell status changes to validated

Batch validation: Select multiple cells or entire rows to validate in bulk when you've verified a group of similar transactions.

Making corrections

If Moby extracted incorrect data:

Issue	Solution
Wrong value extracted	Double-click the cell to edit directly
Matched to wrong document	Use the unmatch button, then manually match the correct document
Missing document	Upload the document, then manually match it
Document not needed	Mark as excluded so it doesn't affect your progress

Common review scenarios

Low confidence match:

• Moby matched a document but isn't certain
• Review the document carefully before validating
• Consider if matching criteria need adjustment

Value within tolerance:

• Small differences between reference and extracted values
• Decide if the variance is acceptable
• Document your conclusion

Multiple documents per transaction:

• Some transactions may have several supporting documents
• Review each document's extracted values
• Validate once all documents are reviewed