Documents & professional boundaries

A form has the wrong person or wrong values

Reviewed: 2026-10-15

Check these possible causes: Incorrect person mapping, conflicting fields or extraction error.

Step-by-step guide

1. Check the case, primary owner, linked people and the field mapping. Review source facts and correct the specific person before regenerating the draft.
2. Important: Do not apply all extracted fields to every family member.

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