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 amortization
Date Checks
● Contract start date is before end date
● Payment dates fall within contract
period
● Document dates are reasonable
Document Presence
● Required documents are present
● Signatures exist where needed
Related Articles
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 - ...
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 ...
Validation Questions
Q: Why does validation show "Not Match" when values look the same? Small differences like extra spaces, different capitalization, or formatting can cause mismatches. Review the specific values to determine if the difference is meaningful. Q: What if ...