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Validate documents in Document Automation

  • Actualizado: 2022/04/06
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Validate documents in Document Automation

If a learning instance cannot extract data from a document (for example, blurry text, data does not match data type, or data is missing for a required field), it sends that document to the validation queue, where the Validator user manually provides the data.

Antes de empezar

The learning instance assets must be checked-in to the public repository.


  1. Log in as the Validator user.
  2. From the Control Room home page, navigate to Manage > Learning Instances.
    The Learning instances table displays details for each instance. The value in the Validate documents link indicates the number of documents awaiting manual validation.
  3. Click Validate documents.
    The AARI Task Manager opens in a new tab, with the first failed document in queue.

    There are two view options: Table and Detail. You can change the view by clicking the respective button at the top left.

    We recommend that you perform validation tasks in the Detail view because this view shows all the documents in the validation queue side by side with the document that you are currently validating. Additionally, when you finish validating a document, the next document in the queue automatically opens.

    Use the Table view see learning instance history. When you open a document from this view, the history for the learning instance that is processing this document appears in a panel on the left.

    You can use filters and search in both views to find a specific learning instance (request) or see all documents awaiting validation.
    Nota: You can search for specific documents (tasks) in Detail view only.
  4. Provide correct values to the fields that need validation.
    1. Select Show fields that need validation from the drop-down list in the right panel.
    2. Click the field to extract.
    3. In the document image, click the blue-bounded box containing the correct data or draw a box around the data you want to extract.
      • To skip a document without correcting its errors, click Skip to proceed to the next document in the validation queue.
      • To remove a document that cannot be processed, click Mark as Invalid.
  5. After you make the necessary corrections, click Submit so IQ Bot can finish processing the document.
    The extracted values are saved to a file in the Success folder. The Validator shows the next document in queue. When all documents are corrected, the system displays a message stating that there are no more tasks available.
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