How can I set an automated accuracy/validation threshold?

There are 2 automated validation parameters that users can customize on the Acodis IDP Platform.

  1. Workflow Default Accuracy Threshold: You can set up an automated overall accuracy threshold for any Workflow in the Review step of your Create/Edit Workflow page. To revisit the Workflow setup screen, follow the steps below.
  2. Custom Label Validation Rule: You can also customize validation parameters on specific labels (e.g. labelled content must have a min/max length of # characters). Setting these custom label Validation Rules increases data extraction accuracy.

If you've already created a Workflow and wish to add an accuracy threshold:

  • Choose the Workflow you want to improve by clicking the Workflows Vector Workflows tab on the upper left and selecting the desired Workflow. 
  • Click the Menu button IDP Menu Button on the top right corner, then click Edit Workflow.
  • Click the Review step of your Workflow on the top.
  • Turn on the Set Validation Threshold" toggle switch in the Accuracy Threshold section. 
  • Enter a Default Threshold percentage that Acodis must meet when processing documents in this Workflow. If Acodis encounters extraction errors and doesn't meet this value, Acodis will not automatically export the extracted data until a user manually reviews the results.

  • Finally, click the blue Finish button on the bottom right.

To set a custom label validation rule:

  • Choose the Workflow you want to improve by clicking the Workflows Vector Workflows tab on the upper left and selecting the desired Workflow.
  • Click the Menu button IDP Menu Button on the top right corner, then click Edit Workflow.
  • Click the Label step of your Workflow on the top.
  • Click the Document Category drop-down menu and choose the document category where the data you wish to add a custom validation parameter exists.
  • Click the Manage Labels button, then click the Label's drop-down arrow to which you'd like to assign a custom validation rule.
  • Click the Validation Method drop-down and select the desired validation methods. (Pattern, Min. length, Min. value)
  • Enter the validation parameters in the selected Validation Methods fields
  • Finally, click on Back to return to your Workflow's Label step.