---
title: "Review Rules"
slug: "review-rules"
status: "new"
updated: 2026-10-19T22:00:39Z
published: 2026-10-19T22:00:39Z
canonical: "documentation.decisions.com/review-rules"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review Rules

The **Review Rules** step allows you to define how extracted values are cleaned, validated, calculated, reviewed, and handled before they are included in the final output. Rules are configured on a per-field basis using the review rules matrix.

#### Configure Review Rules

1. In the **Review Rules** step, locate the field you want to configure in the **Review Rules Matrix**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Selección_024(1).png)
2. Review the field's **Current Value** to verify the extracted data.
3. Configure one or more of the following rule types as needed:
  - **Clean**: Normalize or transform extracted values before further processing.
  - **Format**: Validate that the extracted value matches an expected format.
  - **Compute**: Calculate or derive values from extracted data.
  - **Review**: Define conditions that trigger manual review.
  - **Action**: Specify how the system handles the field when review conditions are met.
4. Click any **Edit** option in the desired column to open the rule editor for that field.
5. Configure the required rule settings and save your changes.

#### Rule Types

##### Clean

Use cleaning rules to standardize extracted values before validation or output generation.

Examples include:

- Removing unwanted characters.
- Trimming leading or trailing spaces.
- Normalizing text values.

##### Format

Use format rules to verify that extracted values conform to a specific pattern or structure.

Examples include:

- Phone numbers.
- Email addresses.
- Dates.
- Identification numbers.

##### Compute

Use compute rules to create derived values based on extracted content.

Examples include:

- Calculating totals.
- Combining multiple fields.
- Generating formatted output values.

##### Review

Use review rules to determine when a field should be sent for manual review.

Review conditions can be based on:

- Confidence thresholds.
- Missing values.
- Validation failures.
- Business-specific requirements.

##### Action

Define how the system should respond when review conditions occur.

Common actions include:

- **Allow**: Accept the extracted value without intervention.
- Send the field for manual review.
- Apply additional processing based on configured conditions.

#### Bulk Configuration

The **Bulk Actions** feature allows you to quickly apply a predefined document profile across all fields in the review rules matrix. Profiles automatically configure cleanup, formatting, and review settings based on the selected document type. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/Selección_025.png)

#### Select a Document Profile

Choose the profile that best matches the document type you are processing:

- **Academic Transcript – USA**
  - Designed for U.S. college transcripts.
  - Applies transcript-specific validation and review settings.
- **Academic Transcript – International**
  - Designed for international transcript formats.
  - Applies additional review checks for potentially ambiguous values.
- **Generic Document**
  - Applies a standard baseline configuration.
  - Uses minimal cleanup and review rules suitable for general-purpose documents.
- **Invoice / Commercial**
  - Designed for invoices and commercial documents.
  - Applies validation and review settings commonly used for financial documents.

#### Choose an Apply Mode

After selecting a profile, choose how the profile should be applied.

##### Merge - Preserve Manual Changes

Select **Merge - Preserve Manual Changes** to apply the profile defaults while keeping any rules that have already been configured manually.

Use this option when:

- You have already customized some fields.
- You want to apply profile settings only to fields that do not have manual configurations.
- You want to enhance existing rules without overwriting previous work.

##### Replace All - Override Everything

Select **Replace All - Override Everything** to apply the profile settings to all fields and replace any existing manual configurations.

Use this option when:

- Starting over with a new configuration.
- Standardizing all fields using the selected profile.
- Resetting the review rules matrix to the profile defaults.

> [!CAUTION]
> **Warning:** This option removes existing manual rule configurations.

#### Apply the Profile

1. Select the desired profile.
2. Choose an apply mode.
3. Click **Apply Profile**.

The system updates the review rules matrix based on the selected profile and application mode.

#### Review Data

Before proceeding, verify that:

- Required fields have validation rules where appropriate.
- Review triggers are configured for critical data.
- Actions align with your review process requirements.

1. After configuring all necessary rules, click to **Continue to Test run** to continue to the **Test Run** step.

> [!NOTE]
> **Tip:** Apply review rules to business-critical fields such as invoice numbers, dates, totals, and identification values to help ensure extraction accuracy and reduce downstream processing errors.