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Rules & Automation

Configure OCR rules, auto-capture, validations, and workflow automation.

Total Rules
36
↑ 12% vs last month
Active Rules
28
↑ 16% vs last month
Automation Rate
92.4%
↑ 4.8% vs last month
Auto Extraction Rate
89.7%
↑ 5.1% vs last month
Manual Intervention
7.6%
↓ 2.3% vs last month

Rules Overview

Rule NameRule TypeApplies ToConditionsActionsStatusLast ModifiedActions
Invoice Auto-Capture
Auto extract invoice fields
ExtractionInvoice812Active24 May 2026 10:30 AM
Receipt Validation Rule
Validate receipt mandatory fields
ValidationReceipt63Active24 May 2026 10:28 AM
Total Amount Check
Validate total calculations
ValidationInvoice, Bill32Active24 May 2026 10:18 AM
Vendor Matching Rule
Match vendor with master list
MatchingAll Documents54Active24 May 2026 10:10 AM
Date Format Standardization
Standardize all date formats
TransformationAll Documents22Active23 May 2026 04:50 PM
Duplicate Detection
Detect and flag duplicate docs
ValidationAll Documents63Active22 May 2026 03:30 PM
Low Confidence Alert
Alert for low confidence fields
AlertAll Documents21Inactive21 May 2026 11:20 AM
Showing 1 to 8 of 36 entries
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Rule Execution Summary

Total Executions
8,542
↑ 18.6% vs last month
Successful
7,889
↑ 32.4%
Failed
418
↓ 4.9%
Skipped
235
↑ 2.7%
Avg. Execution Time
1.24s
↓ 12%

Rules by Type

36
Total Rules
Extraction12 (33.3%)
Validation10 (27.8%)
Workflow6 (16.7%)
Matching4 (11.1%)
Transformation2 (5.6%)
Alert2 (5.6%)

Automation Performance

May 1May 6May 11May 16May 21May 26May 31
Automation Rate Manual Intervention

Recent Rule Executions

Invoice Auto-Capture
Invoice_2026_05_24_001.pdf
24 May 2026 10:30 AM
Success
Receipt Validation Rule
Receipt_2026_05_24_002.jpg
24 May 2026 10:28 AM
Success
Total Amount Check
Invoice_2026_05_24_004.pdf
24 May 2026 10:18 AM
Failed
Vendor Matching Rule
Invoice_2026_05_24_005.pdf
24 May 2026 10:10 AM
Success

Quick Actions

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