Date validation method
Use the Date validation method to compare extracted dates to a reference date and expected time period. Also apply a date formatter to convert extracted dates into a consistent format.
For example, create a project to process invoices and configure a date validation method to meet the following business rules:
Do not process invoices older than six months
Do not process invoices newer than the current date
Only use the YYYYMMMDDD date format
Configure a date validation method
- On the Type list, select Date. (Default: Regular expression)
- To reformat the date before performing the validation check and providing the field DateValue property, on the Formatter list, select the Default Date Formatter
To use a date as a baseline to compare with the date found on
the document, select either option for
Today (default): Specifies the date a document is processed.
Fixed date: Lets you enter or select a reference date to use.
Configure the following
Check for period before reference date
If selected, restricts a date found on a document to be within the past N days. If a date falls outside the N day value, it is invalid. (Default: Clear. If selected, default is 0 Days)
Check for period after reference date
If selected, restricts a date on a document to be within N days after the reference date. If a date falls outside this range, it is invalid. It implies that all dates are restricted to be less than or equal to the date the document is processed. (Default: Clear. If selected, default is 0 Days)
Allow empty fields
If selected, allows an empty field to be valid; otherwise, the empty fields are marked as invalid. (Default: Clear)
Rules make uncertain extraction results valid
If selected, overrides the execution of validation rules when a field is not extracted confidently or has been modified. (Default: Clear)
To test the date validation setting, enter sample text in the
Test input text field
A message appears to inform whether the rule is valid.
- Click Save.