Date validation method
Use the Date validation method to compare extracted dates to a reference date and expected period. Also, apply a date formatter to convert extracted dates into a consistent format.
For example, create a project to process invoices and configure a date validation method to meet the following business rules:
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Do not process invoices older than six months
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Do not process invoices newer than the current date
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Only use the YYYYMMMDDD date format
Configure a date validation method
- On the Type list, select Date. (Default: Regular expression)
- To reformat the date before performing the validation check and providing the field DateValue property, on the Formatter list, select the Default Date Formatter.
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To use a date as a baseline to compare with the date found on the document, select either option for
Reference date:
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Today (default): Specifies the date a document is processed.
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Fixed date: Lets you enter or select a reference date to use.
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Configure the following
Options.
Check for period before reference date
If selected, restricts a date found on a document to be within the past N days. If a date falls outside the N-day value, it is invalid. (Default: Clear. If selected, the default is 0 Days.)
Check for period after reference date
If selected, restricts a date on a document to be within N days after the reference date. If a date falls outside this range, it is invalid. It implies that all dates are restricted to be less than or equal to the date the document is processed. (Default: Clear. If selected, the default is 0 Days.)
Allow empty fields
If selected, allows an empty field to be valid; otherwise, the empty fields are marked as invalid. (Default: Clear)
Rule makes uncertain extraction results valid
If selected, overrides the execution of validation rules when a field is not extracted confidently or has been modified. (Default: Clear)
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To test the date validation setting, enter sample text in the
Test input text field and click
Validate.
A message appears to inform whether the rule is valid.
- Click Save.