> ## 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.

# Create data catalog lookup rules

> Verify extracted document fields against data catalog records — configure exact and fuzzy comparisons, auto-populate fields, and handle lookup errors.

When processing documents, you may need to verify the data extracted from them against records stored in data catalogs. **Data Catalog Lookup rules** automate this. With these rules, you can:

* Compare invoices and orders against vendor and consignee databases.
* Automatically fill in missing document fields using matching catalog records, such as:
  * Order numbers and amounts
  * Company details
  * Names and descriptions of goods and services

For more information on data catalogs for Document skills, see [Using data catalogs](/vantage/documentation/skill-designer/document/using-data-catalogs/use).

## Create a rule

<Steps>
  <Step title="Open the rule dialog">
    Click **New rule** in the field properties.
  </Step>

  <Step title="Select the rule type">
    Choose **Data Catalog Lookup** as the rule type, then click **Next**.
  </Step>

  <Step title="Select the data catalog">
    From the **Data Catalog for Lookup** dropdown, select the catalog to validate against.

    <Note>
      To compare values against multiple data catalogs, create a separate rule for each.
    </Note>
  </Step>

  <Step title="Review the mapping table">
    A table appears listing the columns from the selected catalog in the **Catalog Column** column.

    <Frame caption="Data Catalog Lookup configuration table">
      <img src="https://mintcdn.com/abbyy/hVcX1G4uYung9LOg/images/vantage/skill-designer/screen_docskill_checkrules_datacataloglookup.png?fit=max&auto=format&n=hVcX1G4uYung9LOg&q=85&s=7b95204458fb22168e5648bf49bfbfbe" alt="Data Catalog Lookup configuration showing Catalog Column, Skill Field, and Action columns" style={{ width: "68%" }} width="715" height="700" data-path="images/vantage/skill-designer/screen_docskill_checkrules_datacataloglookup.png" />
    </Frame>
  </Step>

  <Step title="Map fields">
    In the **Skill Field** column, map each catalog column to the corresponding extracted document field using the dropdowns. Leave a cell blank if you don't need to search that column or if it isn't present in your documents.

    <Note>
      A single rule can reference fields from only one repeating group. To search values across multiple repeating groups, create a separate rule for each group.
    </Note>
  </Step>

  <Step title="Choose an action for each field pair">
    In the **Action** column, set how each field pair is processed:

    * **Exact Comparison** — For unique values such as tax IDs or product identifiers.
    * **Fuzzy Comparison** — For values that may differ slightly, such as street names or organization addresses. The threshold is 30% — at least 70% of the value must match. Fuzzy Comparison is not case sensitive.
    * **Get Value from Data Catalog** — Copies the catalog value into the corresponding document field. Available only if at least one field pair in the rule uses Exact or Fuzzy Comparison.
  </Step>

  <Step title="(Optional) Rename the rule and save">
    Edit the **Rule Name**, then click **Save**.
  </Step>
</Steps>

## After you create a rule

* A link to the skill appears under the catalog in the **Data Catalogs** section.
* The rule runs automatically for all document fields mapped during setup.
* Lookup rules run during field extraction. If a user edits a field value manually, the rule does not re-run automatically.
* Fields that feed a lookup rule can be populated by extraction, scripts, activities (such as Script or NLP), business rules, or manual entry.

<Tip>
  To trigger the rules again, upload a new file to the skill's document set, or send the document to manual review.
</Tip>

<Note>
  If a field value changes during manual review, the data catalog lookup rule re-runs. If a matching record is found, Vantage copies the catalog values into the mapped fields and those fields become read-only.
</Note>

## Matching behavior and errors

Data catalog lookup rules work reliably only if the comparison (exact or fuzzy) returns **no more than one matching record**. Otherwise, one of these errors occurs:

* **No records found** — No catalog records matched.
* **Too many records found** — More than one catalog record matched.

To avoid these errors, make sure at least one mapped field uses a value that's either unique or can't match multiple catalog records.

## Manually search a data catalog

You can search for a data catalog record that matches the prefix of any word in the field value, not just the first word.

<Steps>
  <Step title="Open the search">
    Click the **Search** button to the right of the field value box for which a rule is configured.
  </Step>

  <Step title="Enter a search value">
    In the search bar, enter the value you want to find — full or partial, at least 3 characters. The system searches across all fields in the selected data catalog.
  </Step>

  <Step title="Select the matching record">
    Click a result to select it. The selected catalog value is copied into all document fields linked to that catalog column during rule setup.
  </Step>
</Steps>

After a document field is filled from a catalog record, manual editing is disabled. If the value is incorrect, repeat the lookup and select a different record — the document fields update to match the new catalog values, and the rule runs again.

If the required value isn't in the data catalog, click **Clear Document Fields** or press **Ctrl + Del** to restore the field values extracted from the document, without applying any catalog values.

## Related topics

<CardGroup cols={3}>
  <Card title="Rule verification" icon="circle-check" href="/vantage/documentation/skill-designer/document/rule-verification/rule-verification">
    Use rules to validate, modify, or compute extracted field values in a Document skill.
  </Card>

  <Card title="Using data catalogs" icon="database" href="/vantage/documentation/skill-designer/document/using-data-catalogs/use">
    Use data catalogs to validate and auto-populate extracted data from a Document skill.
  </Card>

  <Card title="Manual Review Client" icon="user-check" href="/vantage/documentation/runtime/manual-review/manual-review">
    How operators verify and correct extracted data, including post-extraction lookup re-runs.
  </Card>
</CardGroup>
