Step 9. Configure business rules

With the Extraction Rules activities configured, add business rules to validate and normalize the field values.

Adjust the doctor’s ID

Adjust the Doctor ID field properties to clean up OCR errors and unwanted characters from the pre-recognition results. After the field region is found, a regular expression in the field properties re-extracts the data and removes OCR noise.

Open the Doctor ID field settings

Click the skill name and go to the Fields tab.
Expand the “Doctor” group and open the “Doctor ID” field settings by clicking the settings icon next to it.

Add a regular expression

In the Value section of the field properties, click the add icon next to the Regular expression option.
Paste the following expression into the Regular Expression Editor:
[0-9]{1}[\/.-]{1}[0-9]{5}[\/.-]{1}[0-9]{2}[\/.-]{1}[0-9]{3}

This editor uses common notation that differs from the notation used in the Extraction Rules Activity Editor. For more information, click Syntax help in the Regular Expression Editor.

Save the changes

Click Save to close the Regular Expression Editor, and then click Save again to close the field properties.

Check whether the sick note is valid

A patient must receive a sick note within 3 days of the sickness start date. In field terms: the issue date must be no more than 3 days after the start date. Use a script rule to enforce this constraint.

Open the New Rule dialog

Click the add icon under the data form. The New Rule dialog opens.

If you don’t see the add icon, switch to the Reference section above the document image.

Configure the rule type and fields

Select Advanced Script Rule and click Next.
Rename the rule to “Check validity”.
Select the “Start Date” and “Date” fields in the list of fields.
Click Next.

Add the validity script

Paste the following script in the script editor:

// Create variables for all the fields you're going to access
var startField = Context.GetField("Start Date") ;
var dateField = Context.GetField("Date");

if (dateField && dateField.Value && startField && startField.Value)
{
   var date = dateField.Value;
   var startDate = startField.Value;

   //Calculate the earliest possible start date
   date.setDate(date.getDate() - 3);

   if (startDate < date)
   {
       Context.CheckSucceeded = false;
       Context.ErrorMessage = "The sick note was issued too late";
   }
}

Click Save and examine how the rule works on different documents in the set. To check how the rule handles errors, enter test values in the fields on the data form manually — the rule re-applies each time you change the field value.

Check the sick leave duration

Calculate the sick leave duration from the start and end dates. If the document already specifies a duration, the rule verifies it matches. If not, the rule fills the duration field with the calculated value.

Open the New Rule dialog

Click the add icon under the data form to create a rule.

Configure the rule type and fields

Select Advanced Script Rule and click Next.
Rename the rule to “Check duration”.
Select the “Start Date”, “End Date”, and “Duration” fields in the list of fields. Select the fields in both columns — the rule both reads field values and corrects them if necessary.
Click Next.

Add the duration script

Paste the following script in the script editor:

// Create variables for all the fields you're going to access
var startField = Context.GetField("Start Date") ;
var endField = Context.GetField("End Date");
var durationField = Context.GetField("Duration");

var startDate = startField.Value;
var endDate = endField.Value;

//Check if the "Start Date" and "End Date" fields were found on the document
if (endField && endDate && startField && startDate)
{
   //Calculate the sick leave duration
   var length = (1 + (endDate.getTime() - startDate.getTime()) / 3600000 / 24);

   //If the duration field was not found or could not be parsed as a number, pass the calculated value to the field
   if (!durationField.Value)
       durationField.Value = length; 

   //If the duration field was found, compare its value with the calculated duration
   else if (durationField.Value != length)
   {
       Context.CheckSucceeded = false;
       Context.ErrorMessage = "The value of the \"Duration\" field does not match the actual sick leave duration";
       durationField.AddSuggestion(length.toString());
   }
}

Advanced Designer

Adjust the doctor’s ID

Check whether the sick note is valid

Check the sick leave duration

What’s next

Step 10. Test and publish the skill

Tutorial overview

​Adjust the doctor’s ID

​Check whether the sick note is valid

​Check the sick leave duration

​What’s next

Step 10. Test and publish the skill

Tutorial overview

Adjust the doctor’s ID

Check whether the sick note is valid

Check the sick leave duration

What’s next