HomeOCR ModuleRules & Automation
OCR Rules & Automation
Create and manage OCR rules, validations, mappings, and automation workflows.
Total Rule Sets
24
↑ 20% vs last monthActive Rules
156
↑ 18% vs last monthAutomation Workflows
12
↑ 33% vs last monthAuto Validation Rate
92.6%
↑ 5.4% vs last monthValidation Rules Engine
Define validation rules for extracted data fields.
| Rule Name | Applies To | Rule Type | Severity | Status | Last Modified | Actions |
|---|---|---|---|---|---|---|
| Invoice Number Format | Invoice | Format | High | Active | 24 May 2026 | |
| Invoice Date Validation | Invoice | Date | High | Active | 24 May 2026 | |
| Total Amount Validation | Invoice, Bill | Business | High | Active | 24 May 2026 | |
| Vendor GST/NTN Validation | All Documents | Format | Medium | Active | 23 May 2026 | |
| Mandatory Field Check | All Documents | Required | High | Active | 23 May 2026 |
Auto Field Mapping
Configure automatic mapping of extracted fields.
| Source Field (OCR) | Target Field (System) | Confidence | Status |
|---|---|---|---|
| Invoice No. | invoice_number | 99% | Active |
| Invoice Date | invoice_date | 96% | Active |
| Vendor Name | vendor_name | 97% | Active |
| Total Amount | total_amount | 99% | Active |
| Tax Amount | tax_amount | 96% | Active |
Document Classification Rules
Define rules to automatically classify document types.
| Document Type | Keywords / Conditions | Threshold | Status |
|---|---|---|---|
| Invoice | invoice, bill, amount due, total | 90% | Active |
| Receipt | receipt, received from, payment | 85% | Active |
| Bank Statement | statement, account, balance | 85% | Active |
| Contract | agreement, contract, terms | 80% | Active |
Duplicate Detection Rules
Prevent duplicate records using smart matching.
| Match Criteria | Similarity Threshold | Action | Status |
|---|---|---|---|
| Invoice Number + Vendor | 95% | Block & Alert | Active |
| Invoice Number + Amount | 90% | Review | Active |
| Vendor + Invoice Date + Amount | 90% | Review | Active |
| Document Hash + Amount | 95% | Block & Alert | Active |
Workflow Automation Builder
Build automation workflows for processing and approvals.
Document Upload
Trigger
OCR Processing
Extract Data
Field Validation
Validate Fields
Business Rules
Apply Rules
Approval
Manager Review
Export / ERP
Send To System
Rule Set Overview
24
Total Rule Sets
Active16 (66.7%)
Inactive3 (12.5%)
Draft3 (12.5%)
Archived2 (8.3%)
Rule Set Status
Deployed16
Testing3
Draft3
Retired2
Recent Rule Activity
Invoice Amount Validation Rule
24 May 2026 10:25 AM
Vendor GST Validation Rule
24 May 2026 09:48 AM
Duplicate Detection Rule
23 May 2026 04:12 PM
Mandatory Field Check Rule
23 May 2026 11:05 AM
Invoice Classification Rule
22 May 2026 03:30 PM
Audit Trail
Rule Set 'Invoice Validation' updated
24 May 2026 10:25 AM • Admin User
Workflow 'Invoice Approval' deployed
24 May 2026 09:15 AM • System
New Rule Set 'Vendor Validation' created
24 May 2026 08:40 AM • Admin User
AI Confidence Threshold
Set global confidence threshold for auto-validation.
LowMediumHigh90%
Below this threshold, documents will require manual review.