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A dossier's lifecycle

From upload to billing: every status a CEE dossier goes through in iverif, and what each one means.

Audience · All roles /dossiers

Every dossier moves through a sequence of statuses visible across the application (lists, filters, dossier timeline). Understanding this chain helps everyone locate where a dossier stands and who holds the next action.

After upload, the dossier goes through automatic analysis (Queued → Processing). If analysis fails technically, the “Processing failed” status appears: a retry is possible without re-uploading. When the AI is done, the dossier joins the validator queue (“Awaiting review”).

The human decision branches: “Approved” (the dossier moves toward billing and payment) or “Rejected” (the installer is told the reason). Partial rejection is avoided when possible: the reupload request lets one piece be replaced without rejecting the dossier.

The “Billed” then “Paid” statuses close the cycle on the valuation side: the dossier was included in a batch and the financial consideration was settled.

Screenshots

📷 Conceptual chapter: the lifecycle is a sequence of states, not a single screen. The statuses are illustrated by the diagram below.

Lifecycle

DraftIn preparationPendingSubmittedQueuedAwaiting analysisProcessingAI analysisAwaiting reviewValidator queueApprovedCompliantBilledValuationPaidSettled

Statuses and meanings

StatusMeaningWho acts
DraftDossier in preparation, not yet submittedInstaller
PendingSubmitted, awaiting pickupSystem
QueuedIn the automatic analysis queueSystem
ProcessingAI extraction and checks runningSystem
Processing failedTechnical analysis error — retryableAdministrator
Awaiting reviewAnalysis done, waiting for a validatorValidator
ApprovedCompliant dossier, validated
RejectedNon-compliant dossier, reason sentInstaller
BilledIncluded in a valued batchAdministrator
PaidFinancial consideration settled

See also