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Figma Dovel iQ v0.3 MVP (Active) · 2026-10-10
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Product / / Extracting Closing Statement

Extracting Closing Statement

SCR-BUDGET-04 ·

Extracting Closing Statement
ScopedFigma 379:4853design drifted since last sync

Layout

Show extraction progress on an uploaded closing statement so the investor understands what Dovel is doing, then hand off to review.

States

- **In progress**: steps advance one at a time. - **Success**: screen transitions to SCR-BUDGET-05 with extracted items, low-confidence/missing-data items flagged. - **Failure**: error state with retry, replace file, or switch-to-manual options.

Acceptance criteria

  • After upload, a progress screen shows extraction steps: reading document, identifying line items, matching categories, checking totals.
  • When extraction succeeds, the extracted cost items are displayed for review (navigates to SCR-BUDGET-05).
  • Items with low confidence or missing data are clearly flagged with a visual indicator.
  • If extraction fails, I can retry the analysis, replace the file (returns to SCR-BUDGET-03), or switch to manual entry (SCR-BUDGET-02).
  • Extracted values are stored separately from confirmed values — nothing is treated as final until confirmed on SCR-BUDGET-05.

Endpoints

None mapped yet — the backend agent will own these.

In flows

Purchase & Closing Costs
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Product agent
supports Design & PM
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