Welcome > Sample projects > Multiple Validation steps sample > Create a project using multiple Validation steps

Create a project using multiple Validation steps

You can create a project using multiple validation steps by following these steps:

  1. Open Project Builder and create a new project.
  2. Add a class and type a descriptive name.

    For example, OrderForm.

  3. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  4. Click the Classification tab to view the classification settings.
  5. In the Classification Settings group, select the newly added class in the Default classification result list.
  6. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  7. Open the Documents window if it is not already open.
  8. Create a new document set using the sample documents provided with this sample project.

    A new document set is added to the list of document sets.

  9. Add the following fields:

    • Name

    • Street

    • ZIP Code

    • City

    • CardType

    • CardNumber

    • CardDate

  10. Add an Advanced Zone Locator.
  11. Open the Properties of Advanced Zone Locator window and on the General tab, add a reference document and four additional sample documents.

    When five documents are added, background removal can be configured.

  12. Configure the Advanced Zone Locator and add the necessary zones and settings.

    We create a hand print zone for each field to be read, and also two OMR zones to extract the credit card type. Then, some basic configuration is done to optimize the hand written recognition quality.

  13. On the Subfields tab, assign the locator subfields to the current extraction fields.

    The field Name is mapped to Zones.SF_Name, Street - Zones.SF_Street, ZIP - Zones.SF_ZIP, City - Zones.SF_City, CardType - Zones.SF_CardType, CardNumber - Zones.SF_CardNumber, and CardDate is mapped to Zones.SF_CardDate.

  14. Some basic validation rules are added to the class: RuleZIP, RuleCardNumber, and RuleCardDate. The validation rule RuleZip is mapped to the field ZIP, RuleCardNumber to the CardNumber, and RuleCardDate to the field CardDate. For example, one that checks that the credit card number consists of 16 digits and one that checks the expiration date of the card information.
    Important For a project using multiple validation steps, multi-field validation rules are processed only if all of the fields that the validation rule depends on are displayed (in a single validation step) and are editable. This is crucial because a multi-field validation rule makes all dependent fields invalid if it fails. The above conditions are not met, the rule sets all the fields to invalid and these fields cannot be validated manually. Ultimately, the document needs to be sent to Quality Control in order to be validated.
  15. In the Documents window, select your new document set that contains the MultipleValidationSteps document subset.

    The document set expands so you can see its document subsets.

  16. Select one or more documents from the MultipleValidationSteps document subset and press F7 to perform extraction.

    The document is classified to the default class and the Advanced Zone Locator is executed. Its results are assigned to the fields and the initial validation is performed (the validation rules of the class are executed). For the rules you created some of the fields are already valid.

  17. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  18. Click the Validation tab to view the validation settings.
  19. In the Validation Settings group, set the Number of validation steps to 2.
  20. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  21. On the Design tab, in the Validation Forms group, select Design.

    The Validation Form Layout design window is displayed for the first validation step.

  22. By default, any fields added during extraction design are added automatically to the validation form. As a result, remove all fields except the name and address related fields from the validation form.
    Note The credit card fields are for the second validation step so are not needed here.
  23. Mask out the Credit Card information on the document so it is not visible during Validation.
    Important If you use masked areas, there are a few limitations and recommendations to be considered. The most important of these are:
    • Images with masked areas cannot be rotated. Therefore you should ensure that the documents are scanned correctly.
    • Since a different class may have different masked areas, the best practice is either to disallow classification in Validation or to set up the project with only one class.
    • Do not enable Auto Complete for any validation form.

    Areas of the document containing sensitive user and address data are hidden on the image from the user.

  24. Close the Validation Form Layout design window.
  25. On the Design tab, in the Validation Forms group, select the list list under Design and select "Step 2".

    The Validation Form Layout design screen is displayed for the second validation step.

  26. Remove all fields except the credit card related fields from the validation form.
  27. Mask out the name and address information on the document so it is not visible during Validation.

    Areas of the document containing sensitive Credit Card data are hidden on the image from the user.

  28. Close the Validation Form Layout design window.
  29. In the Documents window, select the document or documents that you extracted earlier and press F8.

    A window is displayed for you to select a validation step.

  30. In the Please select the validation step to test list, select Step 1 and click OK.

    Test Validation is displayed the validation form that you designed for the first validation step.

  31. Correct and validate these fields for all selected documents.

    The credit card fields are not visible on the form, yet the fields are still present in the current XDoc.

  32. Close Test Validation and open the Extraction Results window to show the extraction results for the selected documents.

    The name and address fields are now valid yet the credit card fields still require validation.

  33. On the Process menu, in the Test group, select Validate > Step 2.

    The validation form for the second step of validation is displayed.

  34. Validate the credit card fields and close the validation form.

    The address fields are masked in this step and are already valid.