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 - Validation Rules Config Screen For Queue

• Related Articles

• Standard Validation Rules

  Common validations include: Identity Checks ● Loan ID matches across all documents ● Borrower name matches loan tape ● Contract number consistency Financial Checks ● Loan amount matches loan tape ● Interest rate matches ● Payment amounts align with ...

• Resolving Validation Issues

  When you see a "Not Match": 1. Click on the field to see more details 2. View the original document to verify the extracted value 3. Decide which value is correct: ● If the extracted value is wrong, correct it ● If the loan tape value is wrong, note ...

• Automated Validation

  ABDP doesn't just extract data - it checks that data against your records. This is called validation. How Validation Works: 1. You upload a "loan tape". 2. ABDP extracts data from your documents 3. The system compares extracted values against the ...

• Validation Report

  The validation report shows all results in one view: ● Color-coded cells (green = match, red = mismatch) ● Side-by-side comparison of extracted vs. loan tape values ● Summary statistics (total matches, total mismatches) ● Exception list for quick ...

• 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 ...