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Documentation Index

Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt

Use this file to discover all available pages before exploring further.

The data form displays fields that contain the extracted data. Fields may contain errors you need to correct during manual review. Two error types can appear:
  • Format errors — the recognized data does not match the document image.
  • Rule errors — the extracted value does not satisfy the rules defined for the field.
Both error types appear with red highlighting on the data form. Format errors have additional indicators:
  • A confidence number next to each recognized character (the lower the number, the less confident the program is in the result).
  • An exclamation mark on fields where no character was recognized with full confidence.
  • An empty field when nothing was extracted.
Errors appear in the order they occur on the data form. During manual review, you navigate between fields in this order:
  1. First, you move to the first field with format errors.
  2. Once all format errors in the current document are corrected, you move to the first field with rule errors.
  3. Once all errors in the document are corrected, you move to the next document in the list of documents.
You cannot navigate to a field outside of the current document in the transaction. Navigation between transaction documents is not supported.
Use the following hotkeys to navigate between document fields:
KeyAction
TabMove to the next element in the data form.
Shift+TabMove to the previous element in the data form.
SpaceCollapse or expand a table or group when focused in the data form.
Arrow keysNavigate text within cells and between cells.
Expanding a table or group with Space keeps focus on the current element. Press Tab to move focus to the first element of the table or group. Arrow keys do not cross into the first or last cell when the beginning or end of a column or row is reached.

Correcting format errors

To correct a format error, compare the data in the field to the data on the document image, and either correct the symbols in the field or adjust the field region.

Adjusting a field region

The field region is the area on the document image from which the system extracts data. The region for a specific field appears on the document image when you select the field in the data form. Adjust a field region when:
  • Not all of the data fits into the region.
  • Extra data is included in the region by mistake.
  • The region was assigned incorrectly.
For information on how to select a field region, see Labeling guidelines. After you correct a region, the application “learns” from it, making further recognition more precise. For more information, see Training the system using manual review documents. After you edit a field region, the system extracts any data it contains to the corresponding field in the data form.

Adding a new field region

You can add new field regions to existing fields in the data form. Select the appropriate field in the data form and then click its location on the document image. If a field should contain more than one word, select multiple words by marking the entire field region. You can add regions for the following field types:
  • Text fields
  • Barcodes
  • Checkmarks
You can only add checkmarks in bounded square regions.

Confirming corrections

Once you have made the appropriate changes to a field, confirm them by pressing Enter or by navigating to the next field. If the error was corrected, the field loses its red highlight.

Zoom and table display

To zoom in on a specific area on the document image, hold Ctrl and click the appropriate region. This displays the field at 200% zoom. Hold Ctrl and click the region again to return to the default zoom level. The data form collapses tables whose fields contain no low-confidence characters and no rule errors. To restore a collapsed table, click the table in the data form or click the table cell region on the document image.

When the data form doesn’t match the document

If the fields on the data form do not correspond to the document (for example, the data form displays fields that do not appear on the document), you probably need to change the document type. For more information, see Changing the document type.

Correcting rule errors

ABBYY Vantage lets you use rules to automatically check documents. Rules define conditions that a field’s value should satisfy. You can set different rules for different document types. During manual review, a list of rule errors appears in the lower part of the data form. Use this list to navigate between all fields that contain errors.

Rule types

ABBYY Vantage supports several rule types:
  • Required field — makes a field compulsory. Required fields are marked with an asterisk (*) on the data form.
  • Check Sum — verifies that a set of field values sums to an expected total or to another field’s value.
  • Check Product — multiplies a field value by other field values and compares the result to a target.
  • Compare — compares the values of several fields (for example, to require them to match).
  • Merge — combines several field values into one, with a configurable separator (full stop, space, or other).
  • Data Catalog Lookup — validates field values against records in a data catalog.
  • Advanced Script Rule — defines custom rules in JavaScript.
If a required field was not extracted automatically, you must either enter the value manually or correct the field region on the document image until the system can extract it.

When a rule fails

When a rule is not satisfied — for example, a required field was not extracted — the Client highlights the field in red. If the field belongs to a group, the group’s name is also highlighted in red. A rule error message appears underneath the data form.

Fixing a rule error

To fix a rule error, change the values of the relevant fields so they satisfy the rule. For example, if a Total field is marked required, mark out a region for this field on the document image and, if necessary, manually enter a value. Press Enter to confirm. If the rule conditions are now satisfied, the rule error message disappears from underneath the data form.
Use the error rule list to navigate between the various fields containing a rule error of a given type.

Manual Review Client

Overview of how Manual Review works in Vantage

Manually reviewing documents

Review extracted data, customize table columns, and escalate tasks

Changing the document type

Update a document’s assigned type when it’s incorrect or low-confidence

Working with document images

Crop, rotate, and restore document images during review

Training via Manual Review

Help the system learn from operator corrections to improve accuracy