Business rule validation method

Use the Business rule validation method to create complex validation logic.

When you use a business rule, document or folder variables are used as initialization parameters. If the business rule has a document variable as an input, you can map the instance ID system property. Before using the business rule validation, configure the following variables as outputs:

  • Boolean: Indicates whether the validation succeeded.

  • String: Displays a runtime message, if validation fails.

In a document type, you can add validation to table columns using a business rule. For example, create the following rule on a table field:

Col 1 (No of items) * Col 2 (Price) = Col 3 (Subtotal)

When validation is performed on the document using this rule, each row of the table is validated. If Row 2 has an incorrect calculation, then Col 3 for that row is invalid. See Add field validation rules for a document type.

  • Child documents or folders do not inherit validation rules.

  • You cannot delete a field that is in use in a business rule.

Configure a business rule validation method

  1. Open the extraction group and select the document type for which to define a field validation rule.
  2. On the properties panel, click the Field validation tab.
  3. Click for Validation rules.

    The New validation rule dialog box is displayed.

  4. On the Type list, select a Business rule. (Default: Regular expression)
  5. Select Rule makes uncertain extraction results valid to override the execution of validation rules when a field is not extracted confidently or is modified. (Default: Clear)
  6. On the Business rule list, select a business rule to use in the field validation.

    A list of business rule input parameters appears.

    • The selected business rule must have two outputs of data type, String and Boolean.

    • If the business rule has a document variable as an input, you can map the instance ID system property

    • You cannot delete a field that is in use in a business rule.

    • The child documents/folders do not inherit these validation rules.

  7. In the Value field of each input, map the document fields or system fields using dynamic or static values.
  8. Click Save.