2023
May 16
2min
Advanced Validation allows users to to quickly discern if the data they are extracting makes sense and can be immediately pushed downstream. Users can pre-define business logic based on the extracted data elements within a Pattern, the result being the ability to raise an alert if specific conditions have not been met.
Some examples of Advanced Validation definitions include:
- Confirming that line items sum up to a reported total value, to ensure all information on a statement was correctly captured and avoid needing to spot-check hundreds of rows of data
- Calculating percentages and compare values to see if they match, to ensure that none of your inputs are flawed
- Ensuring a value is in the right range, or greater than or less than a certain amount, to detect anomalous values instantly
- Making sure a date, i.e. on an invoice, is not prior to a billing date, or confirm that a date range on a document is correct, to prevent bad payments from being issued
Advanced Validation - Review tab
New Features:
- Document Viewer now includes a Review tab with a Pattern Summary and Schemas to indicate which patterns and schemas have at least one failed validator
- Users can easily view any other patterns not in view in Document Viewer by selecting the View button next to the pattern of interest
- Users are able to filter a subschema for All Records, Ready Records, and Records with Exceptions
- Users that click to view exceptions within a subschema will access a subschema drawer with the Records with Exceptions filter already selected.
- Validator statuses will refresh automatically as exceptions are handled by the user