Validating the data extracted from documents is a critical part of the Affinda workflow, ensuring the accuracy and reliability of data sent downstream. Machine Validation assesses whether extracted data meets predefined conditions and ensures that user review is only required by exception to deliver significant efficiency gains.

Key Components of Machine Validation

Affinda utilizes two primary methods for machine validation, often most effective when combined.

Data Mapping

Master data from systems of record, such as ERP or CRM platforms, is integrated into the Affinda platform. Affinda matches the extracted document data against this master data to confirm accuracy and ensure downstream compatibility. Unmatched data triggers user review, prompting manual correction or alternative actions.

See Data Mapping for more information.

Validation Rule Configuration

Business-specific rules and logic can be customized based on document type, fields extracted, and unique use cases. Validation rules offer flexibility, accommodating criteria such as:

• Mandatory fields
• Model confidence thresholds
• Expected data formats
• Relationships between document fields
• Other custom business logic

See Validation Rules for more information.

Machine Validation Settings

Auto-confirmation can be enabled at a Workspace level. When enabled, documents that pass all validation rules are automatically confirmed without manual review, removing the need for manual document review.