Trading party specific transformation rules allow you to define data modification rules scoped to a specific pair of trading parties. These rules apply after extraction (when instruction builds have completed) and before rejection rules are evaluated. They operate at the highest level of the scope precedence hierarchy for transformations.

Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen. This opens the main navigation menu, which lists all settings and features.

In the main menu, click "Transformations". This navigates you to the Transformations management page.

You will land on the Transformations page with the "Trading Party Specific" tab already selected by default. This is where transformation rules scoped to a specific pair of trading parties are managed.

Click the "+ Add New" button in the top-right of the Transformations page. A form for creating a new trading party specific transformation will open.

In the Title field, enter a descriptive name for your transformation — for example:

Changing UOMs

Click the Document Type dropdown and select the document type this transformation applies to.

Click the Organization dropdown. Click on your organization to expand it and reveal its sub-organizations. Select the relevant sub-organization. The Party A and Party B dropdowns will appear.

Click the Party A dropdown and select the first trading party.

Optionally, click the Party B dropdown to select a second trading party. You can select both parties to scope the transformation to a specific bilateral relationship, or select only Party A to apply the transformation whenever that single trading party is involved.

Click inside the Rules text area and type your transformation logic. For example:

If an item_uom is in g or grams, and the item_quantity is greater than 1000, set item_uom to kg and divide item_quantity by 1000

If your rule references external data, click the "Link Supporting File" link. A popup will open allowing you to select a supporting file that has already been uploaded to your tenant instance.

Click the "Refine with AI" button (pencil ✏️ icon). Docupath's AI will process your instruction and may surface feedback, errors, or suggestions to help improve the rule's clarity and specificity. Wait for the response before proceeding.

Click the "Generate with AI" button (lightning ⚡ icon) to programmatically generate the transformation rule based on your written instruction. The button will show a loading spinner while the rule is being generated. Wait until the loading state completes before proceeding.

Each generated rule has its own switch. Leave a rule switched on to have it applied, or switch it off to save it without putting it into effect yet. Only enabled rules are evaluated when a document is processed.

Once generation is complete, click the "Save" button at the top of the screen to save the transformation. You will be returned to the Transformations list, and a confirmation banner will indicate the transformation was saved successfully.

On the Transformations list the new rule group appears with a switch of its own, which turns every rule in the group on or off at once.