Read and review the results

Check the evidence behind each proposed owner, then save a review sheet that identifies the corrections and missing records.

Use this guide after a job has produced current reports. A job can be incomplete and still produce useful work to review.

Before you begin

You need the job ID, a connected agent, and access to the original records through the project owner. Keep the job ID outside the chat. The service does not provide a source-PDF download tool.

Ask your agent to call get_title_exam_status and get_title_exam_results with artifact="summary". Check reports_ready before requesting report content.

• reports_ready=true means the Lease Run Sheet and Letter of Opinion on Title are current for the recorded sourced set.
• coverage_limited=true means a document or depth limit reduced coverage.
• qa_review_failed=true means the extraction quality review failed.
• artifacts lists which individual outputs exist. Current required reports do not guarantee that every optional artifact exists.

If reports_ready=false and the job is queued or running, keep checking the same job. If a terminal incomplete job has no current reports, send its job ID and recorded blocker to the project owner. Polling a stopped job will not create reports. For a failed job, save the redacted error and follow Troubleshooting.

A review order that works

1. Read the summary. Save the job state, stop reason, coverage limits, and review notes. Identify every unresolved cited record before evaluating ownership.
2. Reconcile the Lease Run Sheet. Compare the instrument list with the supplied PDFs. Check county, book series, volume/page, parties, and dates.
3. Trace proposed ownership. Follow each owner and fraction in the Letter of Opinion on Title through the operative clauses and predecessor instruments.
4. Check the buying summary. Verify the subject-tract acreage, net mineral acres, royalty burdens, and curative items. Curative items describe problems that require further evidence or examiner work.
5. Record corrections. Save the review sheet and enter each correction with its source page. Keep unresolved questions visible.
6. Check additional signals. Read faithfulness and any available validation report alongside the original pages. They do not replace your source review.

You have finished this review when every proposed owner and acreage figure has a source-backed finding or an explicit unresolved question. Save that worklist with the job ID. If records are missing, follow Add records after a gap.

Lease Run Sheet

Request get_title_exam_results with artifact="lrs". The Lease Run Sheet (LRS) is a CSV inventory of the instruments analyzed.

Its columns include record identity, book type, instrument type, instrument/effective/file dates, grantor, grantee, acreage, conveyance type, and comments.

A grantor conveys an interest; a grantee receives it. Book type identifies the recorded book, such as DR (Deed Records) or OPR (Official Public Records). Instrument type describes the document, such as WD (warranty deed), QCD (quitclaim deed), or OGL (oil and gas lease).

The synthetic LRS CSV contains five instruments in a fictional 160-acre chain. This shortened row illustrates its format:

Row,Vol/Pg,Book,Type,Inst Date,Eff Date,File Date,Grantor,Grantee,Acres,Conv Type,Comments
1,10/289,DR,PAT,2/9/1875,2/9/1875,6/1/1875,State of Texas,John A. Hale,160.00,ARTI,patent (sovereign grant)

Here Vol/Pg means volume/page and PAT means patent. ARTI expands to “all right, title, and interest”; the demonstration uses that conveyance code for its patent row. Check the instrument type and operative language together rather than interpreting that code alone. Use the downloadable CSV for the full demonstration output.

The synthetic chain starts with a patent at 10/289 and ends with a mineral deed at 80/55. The demonstration proposes Walnut Oil Company at one-half mineral interest and James and Mary Hale at one-quarter each. The synthetic LOR text provides the same ownership figures without the screenshot.

Always check these LRS fields

Letter of Opinion on Title

Request artifact="lor". The Letter of Opinion on Title (LOR) proposes ownership and lists title notes and curative requirements. Read the table and its notes together.

The synthetic LOR assigns Walnut Oil Company 1/2 mineral interest, and James and Mary Hale 1/4 each. Thomas Reed holds a separate 1/8 nonparticipating royalty interest (NPRI). These are demonstration figures from a fictional supplied chain.

On an incomplete chain, look for LLM ESTIMATE, VERIFY, disputed ownership, strangers in title, and missing source documents. A stranger in title is a party whose claimed interest lacks support in the analyzed chain. Proposed fractions can sum to one and still identify the wrong owners.

Buying summary and NMA

Request artifact="buying". Net mineral acres (NMA) equal gross subject-tract acres multiplied by the relevant mineral fraction.

flowchart TD
    accTitle: Mineral ownership and royalty burden
    accDescr: A fictional 160-acre tract has 80, 40 and 40 net mineral acres across three mineral owners. A separate one-eighth NPRI is excluded from the mineral fee total and NMA.
    A["160-acre tract<br/>Mineral fee totals 1"] --> B["Walnut Oil Company<br/>1/2 MI = 80 NMA"]
    A --> C["James Hale<br/>1/4 MI = 40 NMA"]
    A --> D["Mary Hale<br/>1/4 MI = 40 NMA"]
    A -. "Royalty burden" .-> F["Thomas Reed<br/>1/8 NPRI, no NMA"]

In this fictional example:

The mineral fractions total 1; the NMA total is 160. Thomas Reed’s separate 1/8 NPRI burdens royalty revenue. Do not add it to the mineral-fee total or NMA. Exact arithmetic over this supplied chain does not establish complete or legally verified title.

An owner’s NMA differs from the whole tract’s mineral acreage. Surface ownership also differs from mineral ownership. Confirm which quantity a report measures before comparing figures.

The standalone mineral_buying_summary tool returns null NMA if the supplied ownership calculation has integrity flags, the mineral fractions do not sum to one, or gross acreage is nonpositive. An omitted instrument can escape those checks when the remaining supplied list appears consistent.

Pipeline reports can show proposed or estimated quantities with warnings. Read the ownership basis and curative requirements before relying on a number. Malformed conveyance, reservation, or probate fractions create blocking review flags. Affected interests and their downstream transfers remain unverified, even if a separate ownership branch can be confirmed.

Review sheet

Request artifact="review_sheet". Save the CSV and fill its Correct and Notes columns in your spreadsheet editor. Preserve the original report so you can distinguish its values from your corrections.

For each correction, identify the current value, proposed value, instrument, and source page:

Job: <job ID>
Artifact: review_sheet
Instrument: 30/12, synthetic example
Field: conveyed fraction basis
Current: 1/2 of grantor interest
Corrected: 1/2 of the whole tract
Evidence: page 2 says "an undivided one-half interest in said tract"
Reviewer: <reviewer name>

The quoted wording above is fictional. For a real case, quote the actual operative language. The service has no correction-upload tool. Return your saved sheet through the private channel you agreed with the project owner.

Faithfulness report

Request artifact="faithfulness". Faithfulness checks whether extracted names and instrument references occur in the document’s OCR transcript. OCR is the text read from the scanned page.

Review ungrounded names and references against the source page. Missing OCR causes abstention or a coverage warning; it does not justify a perfect score.

Textual support does not establish correct transcription, correct ownership interpretation, or complete sourcing. A grounded name can still come from an incorrectly read scan.

Validation and report size

Request artifact="validation" only if the summary lists it as available. This advisory audit is optional and does not provide independent examiner approval.

Each artifact read is capped at 100,000 bytes. A [truncated] marker means you have only part of the file. Ask the owner for the complete artifact privately. The current service has no pagination tool.

For the meaning of completion and verification labels, read Three signals with different scopes. To submit your findings, use the pilot feedback template.