Validation rules help you automatically assess and categorize documents, setting their status to Valid, Pending, or Rejected.
- Valid: The document meets all necessary validation criteria and does not need further review.
- Pending: The document meets some criteria but requires manual review.
- Rejected: The document fails certain criteria and is automatically rejected.
How to Set a Validation Rule
A validation rule consists of conditions (one or more) and an action executed when the conditions are met (all or at least one condition).
Types of Conditions
Conditions are based on fields extracted from the document and their content. Examples include:
- DocType equals 'ID'
- emit_country is in the list "UK, FR, NL, DE"
Types of Actions
When the conditions are met, you can apply one of the following actions:
- Validate Document
- Mark as Pending
- Reject Document
- Set Score to {value}
Important: Validation rules are processed in sequence. Once a document is marked as Valid, Pending, or Rejected by a rule, subsequent rules are ignored.