Page citations

Updated July 11, 2026

Every field ProClose pulls from a quote or current policy, see What gets extracted from a quote, carries a citation back to the exact page it was read from. That citation is what turns extraction from a black box into something you can check.

#Where citations live

Citations show up in the Analysis panel, opened from the Analysis button on the deck toolbar. This panel is internal. It is never shown to the client, not on a slide, not in any export, not in the printed deck. It exists for you, the agent, to verify what the parser found before you present anything.

Inside the Analysis panel, each finding from the coverage gap scan, see The coverage gap scan, shows up with a citation chip next to it, in a format like "Quote p.5." Other citation formats you'll see include a reference to the binding requirements section, a FEMA flood-zone lookup, a general coverage or exposure review note, a note that a check scanned every page of the document, or a note that a check drew on both the quote and the current policy together.

The same citation chips also surface earlier, in the pre-build options step, see The pre-build options step, before the deck is even built. That's the "Your vault weighed in. Anything else?" screen, where flagged items show their source citation right alongside the recommendation, so you can weigh what the scan found before you decide whether it becomes a slide.

#What citations do not do

Citations do not appear on the client-facing Recommendations slide. If a flagged item becomes a recommendation on the deck, see The Recommendations slide, the citation itself is dropped from that slide. What the client sees is the recommendation in plain language; the page reference stays behind, in your Analysis panel, as your working notes.

#How to use citations to verify extraction

The workflow is straightforward:

  1. Open the Analysis panel after a build.
  2. For any field or flagged item you want to double-check, note the citation, for example "Quote p.5."
  3. Open the source PDF to that page and confirm the parser read it correctly.
  4. If something looks off, you can correct it directly in the deck, either in the canvas editor or the outline editor, before you present or export.

This is the practical payoff of the deterministic core described in How ProClose reads a PDF: because extraction runs on fixed rules rather than a model, a citation always points to the same page for the same PDF, and spot-checking a handful of the more consequential fields, the premium total, the GL limits, the subjectivities, takes a couple of minutes and gives you real confidence in the rest of the deck.