Rules-Based Data Transformation with Intelligent Document Processing

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 Rules-Based Data Transformation with Intelligent Document Processing

by Sujith Parakkunnath, on September 6, 2022 9:00:00 AM PDT

Document rules (also known as business rules) are the icing on the cake for an Intelligent Document Processing (IDP) solution. You can enjoy a delicious cake even without the icing but a baker can transform a simple cake into a multi-layered piece of art with the addition of this sweet, adaptable medium. It is his playground to be creative and make the cake unique. Similarly, an IDP solution can offer you good extraction results but if you want to customize or transform the extracted data to your process needs, you need document rules.

What is data transformation?

Data transformation is the process of transforming raw data into a clean, consumable format.

When processing documents, required data is extracted by an IDP solution, pre-processing logic needs to be applied to ensure the output data is in a standard format and ready to be consumed by your downstream processes.

Say you have two teams, one in Asia and another in Europe processing documents using the same IDP solution. Here, document rules can standardize the results by transforming the extracted data to match the pre-defined global settings, such as transforming time or currency to a common format. Essentially, it makes sure that the output from the IDP solution is made consumable.

Challenges of data transformation with IDP

One of the key challenges with most IDP solutions in the market is configuring document rules for data transformation. Businesses will need their IT or tech team to intervene and configure them in the backend. This dependency can cause delays, as well as quality issues if the outsourced team does not clearly understand your business process and what data formats you need.

This is where self-configurable document rules become a game-changer because you get the final output faster while saving you the hassle of routing the request and getting it done through an external team.

Document rules enable you to validate extracted data. In other words, document rules enable IDP users or business teams to configure and apply business or functional logic to the IDP workflow without any external dependencies.


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