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
Amount" might also be called "Original Principal" or
"Contract Balance"
This ensures ABDP
correctly reads your loan tape regardless of the column names used.
Related Articles
What is a Loan Tape?
A loan tape is your master list of loan information - the "ground truth" that ABDP validates against. It typically comes from your Loan Management System and includes fields like: ● Loan ID ● Borrower Name ● Loan Amount ● Contract Dates ● Interest ...
Setting Up Extraction Fields
Define what information to extract from each document type: 1. Go to Queue Settings > Fields 2. For each document type, add the fields you need 3. Specify field names and data types (text, number, date) 4. Configure which loan tape field to validate ...
Uploading the Loan Tape
After creating your batch, upload the loan tape (ground truth data): 1. Go to your batch 2. Click Upload Loan Tape 3. Select your Excel or CSV file 4. ABDP will read the file and match columns to configured field 5. Review the mapping and confirm ...
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 ...
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 - ...