Custom Instructions and Business Logic
Docupath's business rules layer - the three-part system that governs how documents are interpreted, refined, and validated
22 articles
Instruction Builds
Natural language instructions to bring custom business logic into Docupath's document processing lifecycle
- Instruction BuildsNatural language instructions to bring custom business logic into Docupath's document processing lifecycle
- Best Practices for Creating Instruction BuildsPractical guidelines for writing clear, testable, and maintainable Instruction Builds that deliver consistent AI extraction results
- Choosing Between Configuring Organization and Country Specific Instruction BuildsA decision guide for when to use organization scope vs. country scope for instruction builds
- Setting Up Country Specific Instruction BuildsStep-by-step guide for setting up instruction builds specific to countries
- Setting Up Global Instruction BuildsStep-by-step guide for setting up instruction builds to operate globally across all documents
- Setting Up Organization Specific Instruction BuildsStep-by-step guide for setting up instruction builds specific to organizations
- Setting Up Trading-Party Specific Instruction BuildsStep-by-step guide for setting up instruction builds specific to trading parties
- Writing Effective Natural Language Commands for Instruction BuildsHow to write clear, testable, and unambiguous instructions that guide Docupath's AI extraction accurately
Rejection Rules
Conditional rules to automatically reject documents based on various criteria
- Rejection RulesConditional rules to automatically reject documents based on various criteria
- Setting Up Country Specific Rejection RulesStep-by-step guide for creating rejection rules scoped to a specific country
- Setting Up Global Rejection RulesStep-by-step guide for setting up rejection rules to operate globally across all documents
- Setting Up Organization Specific Rejection RulesStep-by-step guide for setting up rejection rules specific to organizations
- Setting Up Trading-Party Specific Rejection RulesStep-by-step guide for setting up rejection rules specific to trading parties
Transformations
Programmatic rules to transform information captured from documents
- TransformationsProgrammatic rules to transform information captured from documents
- Best Practices for Creating TransformationsPractical guidelines for designing effective, maintainable Transformations that reliably reshape extracted data for downstream systems
- Linking Transformations with Supporting FilesLinking CSV reference files to transformations for dynamic value lookups and validation
- Setting Up Country Specific TransformationsStep-by-step guide for creating transformation rules scoped to a specific country
- Setting Up Global TransformationsStep-by-step guide for creating transformation rules that apply as the default across all documents in your tenant.
- Setting Up Organization Specific TransformationsStep-by-step guide for creating transformation rules scoped to a specific organization.
- Setting Up Trading-Party Specific TransformationsStep-by-step guide for setting up transformations specific to trading parties