Configuring Document Types
For each queue, specify
which document types you expect to receive:
1. Go to Queue Settings
> Document Types
2. Add document types
(e.g., Lease Agreement, Credit Application)
3. Mark each as Required
or Optional
4. The AI will be
configured to recognize these types
Figure:
4 - Document Types Config Screen For Queue
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AI-Powered Document Classification
When you upload documents, ABDP automatically identifies what type each document is. The system has been trained to recognize common loan document types like: ● Credit Applications ● Lease Agreements ● Security Agreements ● Amortization Schedules ● ...
Types of Comparisons
ABDP performs different comparisons based on data type: Name Matching ● Accounts for minor spelling differences ● Ignores case (ABC Corp = abc corp) ● Uses similarity scoring (must be 70%+ similar) Date Matching ● Recognizes different date formats ● ...
Configuring Validation Rules
Set up rules to check extracted data: 1. Go to Validation > Rules 2. Create rule groups (e.g., "Name Validations", "Date Checks") 3. Add individual rules within each group 4. Specify what to compare and how strict the match should be Figure: 6 - ...
Configuring Loan Tape Fields
Different organizations use different column names for the same data. ABDP lets you configure multiple names for each field: 1. Go to Admin > Loan Tape Fields 2. For each field, add all the column names your files might use 3. For example, "Loan ...
Reviewing Classifications
After processing completes, review how documents were classified: 1. Open your batch 2. Click on any folder (loan) 3. Review the documents and their assigned types 4. Look for orange or red confidence flags If a document is misclassified: 1. Click on ...