The solution integrator decides which Document Review rules are applied when a Kofax Transformation solution is configured. If any of these rules are not met when a batch is run, they are displayed as problems to be fixed in Document Review.

A problem consists of one or more failed Document Review rules that are displayed on a document or at the global level in the batch. This means that a batch may have several problems, each with one or more rule failures.

For example, a project is configured requiring that a batch contain at least 50 documents, ten of which are application forms. These requirements are configured using two separate rules: one rule to specify the minimum number of documents needed in the batch, and a second rule to specify that there need to be at least ten applications in the batch.

After the batch is processed, there are only nine application forms and 49 documents due to poor separation. When Document Review starts, there is a single problem at the batch level that lists both of the Document Review rule failures as specified above.