Field formatting and validation
Field formatting and validation are available for both configurable and predefined document types and are applied in the field properties.
Formatting
Formatting enables you to take the extracted value and format it into something more useful than the original result.
For example, you process documents from all over the world, and date formats differ depending on the country. You want the date format to be the same no matter where the document originates. You can use a date formatter to convert all extracted dates to a globally recognized format of YYYY-MM-DD.
Some predefined document types already have formatting and validation. Most date fields are formatted for the document type locale. Dates on international documents are formatted to YYYY-MM-DD, and dates on USA documents are formatted to MM-DD-YYYY. To see what other fields have formatting, view the field details. If the original value differs from the extraction result on the Fields tab, formatting is applied to the extraction result.
If you apply formatting to a date field on a predefined document type that is already formatted, your formatter uses the already formatted value as input, not the original extracted value. For example, to format the StatementDate on a USA - BankStatements document so it outputs the date as MM/DD/YYYY instead, the date formatter must include the MM-DD-YYYY format in its "Ambiguous date formats" setting. Otherwise, the formatter does not recognize the input format and returns an error.
Formatters are created in Tungsten TotalAgility Advanced Studio and imported into DocAI Studio, and created in the DocAI Studio menu. Business rule formatters created in Tungsten TotalAgility Advanced Studio are also supported.
Formatting is disabled for all tables in predefined document types.
Validation
Similarly, validation enables you to ensure that the data extracted for a field matches specific rules. For example, you can validate a customer ID that must be 12 characters long and contain numbers only.
You can create local validations that are available only within a specific document type. These local validations are limited to business rules. For more information about business rules, see the Tungsten TotalAgility Advanced Studio Help.
Validators are created in Tungsten TotalAgility Advanced Studio and imported into DocAI Studio, and in the DocAI Studio menu.
Validation is disabled for all tables in predefined document types.