- Overview
- Medical Record Summarization
- About Medical Record Summarization
- Roles and permissions
- A template's lifecycle
- Create a template
- Edit a template
- About policies
- Create a policy
- Edit a policy
- Refining decision model rules
- Deploy a template
- Send documents for processing
- Review a summary
- Medical Record Summarization (MRS) output data
- Manage deployments
- Manage review workflows
- Customize application appearance
- Experimental features
- Template sections reference
- Policies reference
- Clinical review reference
- System components
Reference for the Policies section in Medical Record Summarization, covering list metrics and columns, policy detail panels, rule tree elements, and feedback fields.
This reference covers the fields, metrics, and controls available in the Policies section of the Medical Record Summarization application.
Stats panel metrics
Location: Policies → top of the list page.
| Metric | Description |
|---|---|
| Total policies | Number of policies in the tenant |
| Active | Number of policies whose current decision model generated successfully |
| Pending | Number of policies whose decision model is still generating |
| Failed | Number of policies whose decision model generation did not complete |
Policy list columns
Location: Policies → policy table.
| Column | Description |
|---|---|
| Policy name | The name given to the policy |
| Decision profile | The decision profile the policy uses |
| Decision model status | Active, Pending, or Failed |
| Version | The current decision model version and the date it was generated |
| Clinician cases run on version | Number of reviewed cases decided using the current version; displays a dash if none |
| Created date | The date the policy was created |
Free-text search and a Status filter appear above the table, along with a column visibility control.
Policy detail view
Location: Policies → select a policy.
The detail view provides two tabs, Editor and Feedback, a version selector, and an Edit draft action.
Policy profile panel
Location: policy detail view → left panel.
| Element | Description |
|---|---|
| Profile name | The decision profile the policy uses |
| Decision question | The question the AI answers about the policy document |
| Decision / Data toggle | Switches the panel between the decision structure and the extracted field catalog |
| Score bands | Scored profiles only. Each outcome with its point range. |
| Outcome list | Direct profiles only. Each outcome with its own rule set; displays No rules yet when empty. |
| Scoring Criteria | The top-level criteria in the decision model |
Data tab
Location: policy detail view → left panel → Data.
Lists every field the AI extracts from the record in order to evaluate the policy. A search box filters the list.
| Attribute | Description |
|---|---|
| Field name | The name of the extracted field |
| Data type | The field's type, shown as a badge - for example, boolean |
| How we find this in the record | Description of the evidence the AI looks for |
| Used in | The scoring criteria that reference this field |
Supported data types are boolean, number, categorical, text, and date.
In edit mode, the following field attributes can be changed. A field's data type cannot be changed after creation.
| Attribute | Description |
|---|---|
| Field key | The field's name |
| Instruction | What the AI looks for in the record at run time |
| Allowed values | Categorical fields only. The values the field may take. |
Rule tree elements
Location: policy detail view → middle panel.
| Element | Description |
|---|---|
| Rule group | A named set of items judged together. May contain further rule groups or conditions. |
| Condition | A single check against extracted fields. |
| Evaluation qualifier | Badge on each group: All are required, Any 1 is required, or First match. |
| Source reference | The heading or rule identifier the item was extracted from - for example, PP-001. |
| Applies when | The trigger for a scoring rule, with the points it contributes. |
| Points badge | The points the item adds when met - for example, +1. |
| Requirements | The field checks a condition performs, each expressed as field - must be value. |
Policy document panel
Location: policy detail view → right panel.
Displays the source PDF with the current page and total page count, a search box, a download control, zoom controls, an expand control, and a control to collapse the panel.
Edit mode controls
Location: policy detail view → Edit draft.
| Control | Description |
|---|---|
| Regenerate | Rebuilds the rule tree from the policy document, discarding tree edits |
| Cancel edit | Discards all changes and leaves the current version untouched |
| Save a new version | Commits the changes as a new numbered version. Available only once something has changed. |
| Edit profile | Opens the decision profile for editing |
| Add condition group | Adds a top-level scoring criterion |
| Add here | Inserts a rule group or condition at that position in the tree |
| Edit rule group / Edit condition | Edits the item's label, qualifier, or requirements |
| Remove rule group / Remove condition from group | Deletes the item |
| Drag to reorder | Changes the item's order among its siblings |
| View in policy | Opens the supporting passage in the policy document panel |
Decision profile fields
Location: policy detail view → Edit draft → Edit profile, or the decision profile step of the Add new policy wizard.
| Field | Required | Description |
|---|---|---|
| Decision profile name | Yes | The name of the profile |
| Decision question | Yes | The question the AI answers as it reads the policy document. A single yes/no or which-one question. |
| Model type | Yes | Direct decision - the AI picks one of your outcomes. Scored decision - conditions contribute points that land in a score band. |
| Outcomes | Yes | The only answers the AI may give |
| Notes | No | Hints for the AI about the document type, its outcomes, and the wider context of the decision |
Outcome fields
| Model type | Fields per outcome |
|---|---|
| Direct decision | Outcome label, and polarity - Positive, Negative, or Neutral. Polarity affects styling only. |
| Scored decision | Outcome label, Min, and Max. Bands are matched top to bottom with inclusive bounds; leave the last Max blank for no upper limit. |
Feedback tab
Location: policy detail view → Feedback.
Lists the verdicts reviewers left against this policy's decisions in the clinical review.
| Column | Description |
|---|---|
| Policy section | The template section that contained the policy evaluation |
| Summary | The filename of the source document |
| Template name | The template that produced the summary |
| Template version | The template version active at the time |
| Reason | The reason the reviewer gave |
| Review resolution | The completion status the review reached |
| When | Date and time the feedback was submitted |
| Reviewer | The reviewer who submitted it |
| Decision model | The decision model version the case ran against |