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The data form displays fields that contain the extracted data. The fields may contain errors that need to be corrected during the manual review. There are several error types:
  • Format errors. These errors occur if the recognized data does not correspond to the actual data on the document image. Format errors are marked with red highlighting on the data form. The recognition confidence level of a given character is displayed next to it (the lower the number, the lower the program’s confidence in the result). If a field does not contain a single character that the program was able to recognize with complete confidence, that field is marked with an exclamation sign. If a field was not extracted at all, it will be displayed as empty. These errors will need to be corrected by entering all values manually.
  • Rule errors. These errors occur if the extracted values do not satisfy the rules specified for a particular field. Rule errors are also marked with red highlighting on the data form.
Errors are displayed and sorted in the order in which they appear in the data form. During manual review, the user is prompted to navigate between fields in the following order:
  1. First, the user is directed to the first field with format errors.
  2. If there are no more fields with format errors in the current document, the user is directed to the first field with rule errors.
  3. If all errors within the document have been corrected, the user is directed to the next document in the list of documents.
Note: You cannot navigate to a field outside of the current document in the transaction. Navigation between transaction documents is not supported.
Additionally, the following hotkeys can be used for navigating between document fields:
  • Tab. Move to the next element in the data form.
  • Shift+Tab. Move to the previous element in the data form.
  • Space. Collapse and expand a table or group when an element of a table or group is in focus in the data form. Expanding keeps focus on the current element. If the Tab key is then pressed, the focus will move to the first element of the table or group.
  • Up, Down, Left, Right arrows. Navigate text within cells and between cells. This action does not navigate over to the first or last cell when the beginning or the end of columns or rows is reached.

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Correcting format errors

To correct an error, compare the data in the field to the data present on the document images and either correct the symbols in the field or adjust the region in the document image. The field region is the area on the document image from which the data is extracted. The region for a specific field is displayed on the document image when that particular field is selected in the data form. A field region area may need to be adjusted in the following circumstances:
  • When all of the data does not fit into the field region.
  • When extra data is included in a region by mistake.
  • When a region is assigned incorrectly.
For information on how to select a field region, see Labeling guidelines. After a region has been corrected, the application “learns” from this, making further recognition more precise. For more information, see Training the system using manual review documents. After you have edited a field region, any data it contains will be extracted to the corresponding field in the data form. You can also add new field regions to existing fields in the data form by selecting the appropriate field in the data form and then clicking its location on the document image. If a field should contain more than one word, select multiple words by marking the entire field region. The following field types can be added:
  • Text fields
  • Barcodes
  • Checkmarks
Note: Only checkmarks placed in bounded square regions can be added.
Once you have made the appropriate changes to the field, confirm them by pressing the Enter key or by navigating to the next field. If the error was corrected, the field will not be highlighted in red anymore. To zoom in on a specific area on the document image, hold the Ctrl key and click the appropriate region. This will display the field at a zoom level of 200%. You can return to the default zoom level by holding the Ctrl key and clicking the region again. Tables on the data form are collapsed if its fields do not contain low-confidence characters and are not involved in rule errors. You can view such tables by restoring them. To do so, click either the appropriate table in the data form, or the table cell region on the document image. If the fields on the data form do not correspond to the document (e.g. the data form displays fields that do not appear on the document), you probably need to change the document type. For more information on doing so, see Changing the document type.

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Correcting rule errors

ABBYY Vantage lets you use rules to automatically check documents. Rules define various conditions that the value of a certain field should satisfy. You can set different rules for different document types. During manual review, a list of rule errors is displayed in the lower part of the data form. You can use this list to navigate between all fields that contain errors. There are several types of rules used in ABBYY Vantage:
  • Required field is a rule that makes a specific field compulsory, meaning that an empty value will not be accepted for such a field. If a required field was not extracted automatically, you will either have to enter all values for it manually or correct the field region on the document image until it can be extracted. Required fields are marked with an asterisk (*) on the data form.
  • Check Sum is a rule involving the sum of the values of several fields. The total sum of the specified values is compared to a set value or a value from a different field.
  • Check Product is a rule for multiplying a field value by other field values and comparing the result to a different value.
  • Compare is a rule that compares the values of several fields. For example, a document may have several fields that need to have the same values.
  • Merge is a rule that merges several fields into one. The merged values can be separated using either a full stop, a space, or other separators.
  • Data Catalog Lookup is a rule that checks the values of document fields against the corresponding records from a data catalog. For more information, see Using data catalogs.
  • Advanced Script Rule is a rule for creating and using custom rules with JavaScript.
If a rule is not satisfied (e.g. a required field was not extracted), the field will be highlighted in red. If this field belongs to a group, the name of that group will also be highlighted in red. A rule error message will also be displayed underneath the data form. To rectify a rule error, the values for the relevant fields should be changed in such a way so that they satisfy the rule in question. For example, if a Total field is specified to be a required field, mark out a region for this field on the document image and, if necessary, manually enter a value for it. Confirm the value you have entered by pressing the Enter key. If the rule conditions are now satisfied, the rule error message will disappear from underneath the data form. The error rule list can be used to navigate between the various fields containing an error of the given type.