Field validation

Field validation rules ensure that all document fields contain valid data. A validation rule uses a validation method to determine if the value entered is acceptable.

You can configure post validation handling business rules to run wherever validation takes place, such as in a capture form, Transformation Server, and more. The document and list of fields being validated are handled based on the custom validation logic.

Rule execution is based on the following order, where each item must pass successfully:

  • Formatters associated with a field.

  • Rules associated with single fields.

  • A multi-field rule that a field is involved in. Example: A business rule that uses more than one field as input.

  • A multi-field validation rule cannot be associated directly with a field. These rules exist at the document level and are executed based in the order they are defined but can be reordered as necessary. The multi-field validation rules defined in the parent document type are inherited to the child document types.

  • When a business rule fails, every field associated with the rule is marked as invalid.

  • If a business rule calls a CaptureDocumentService SDK API method in the context of a Classification or Extraction activity, the API method only has access to document data prior to any updates made by the activity.

Add field validation rules for a document type

  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. To add a validation rule, perform the following steps:
    1. Click for Validation rules.

      The New validation rule dialog box is displayed.

    2. Enter the Name for the field validation rule, such as Percentage rule.
    3. On the Type list, select one of the following validation methodsand configure.

      • Business rule

      • Date

      • Regular expression (default)

      • Standard

    4. Click Save.
  4. Configure post validation handling so that some of the configuration settings, such as Always valid are ignored for the field. See Post validation handling.
  5. Click Save.