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
● 01/15/2025 = January 15, 2025 =
2025-01-15
● Compares the actual dates, not the
formatting
Number Matching
● Ignores currency symbols ($, €)
● Ignores commas (150,000 = 150000)
● Compares actual numeric values
Text Matching
● Can be exact or
similarity-based
● Configurable
thresholds
Related Articles
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 ...
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 ...
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 ...
Administrator
Administrators set up and configure the system. If you're an admin, you can: ● Create and configure processing queues ● Add users and assign them to queues ● Define which document types belong to each queue ● Set up extraction fields ● Configure ...
What is a Queue?
A queue is a processing pipeline configured for a specific type of work. For example, you might have: ● A "Lease Portfolio" queue for equipment leases ● A "Loan Portfolio" queue for term loans ● A "Client ABC" queue for a specific client's documents ...