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Validation Rules

Introduction

A Rule is a set of conditions or criteria that must be defined by the user to control, validate, or associate the data contained in a document. The Validation system available in Intelligent Disclosure for Word allows the user to define three different types of rules based on documents containing tables and amount objects that have been previously tagged. It is possible to configure:

  • Custom Rules. Custom rules based on comparison expressions (e.g., greater than, less than, equal to), applicable to operations involving other tags and/or numeric values.

  • Consistency Rules. Rules intended to verify the overall consistency of the data, in order to identify any discrepancies or inconsistencies within the document.

  • Total Rules. Rules for validating table totals, designed to automatically check the accuracy of aggregated values. These rules make it easier to validate totals even when manual overrides have been applied to the document or when rows or columns are hidden in the source table.

In general, a rule makes it possible to define “how data should behave” and automatically verify that this behavior is met, in order to:

  • check data accuracy (e.g., verify that a total matches the values that make it)

  • automate checks that would otherwise need to be performed manually

  • identify anomalies or inconsistencies in the data

  • ensure the quality and reliability of the processed information

Manage and Run the rules

The Validation panel, accessible from CCH Tagetik ribbon > Validation > Rules, allows you to:

  • create new rules
  • view the list of rules to modify or delete them
  • run the validation

When the panel is opened, if no rules have been created for the document yet, it is displayed in an empty initial state. Once created, the rules are displayed in expandable cards. By clicking the expand button, you can view the details, modify, or delete them.

In the Validation panel, for saved rules, you can use the search bar at the top of the list to filter rules by name and use “Clear filter” to remove the filter and return to the full list. The selected item remains selected even when a filter is applied and then removed.

By expanding the card associated with a rule, you can modify the rule name, update the rule expression (for example, for Custom rules), and manage the associated tags by adding new ones. After making changes, click the UPDATE button to save them and view the updated content in the document’s rule list.

To delete a rule, click the trash icon and confirm the action in the confirmation message. Once deleted, the rule is removed from the list, and its name can be reused when creating a new rule.