Skip Data Verify Overview

Skip Data Verify (SDV) is a feature that allows the OCR system to automatically process invoices that meet a high confidence threshold, bypassing the manual Data Verify step entirely.

When the system is confident enough in the data it has captured (vendor, invoice number, date, amounts, and PO number), the invoice moves straight through without requiring a reviewer to check it. Invoices that do not meet the threshold are routed for manual review as normal.

The OCR engine scores every field it captures on each invoice. If all key fields meet the required confidence level and pass validation checks, the document is automatically submitted. If any field falls short, the invoice is separated into a review queue for a user to handle.

For an invoice to be automatically processed, each of the following fields must meet a confidence threshold. By default we set this threshold to 97 out of a possible 100, meaning the system must be highly confident in the captured value before it will allow the invoice to skip manual review:

• Vendor
• Invoice Number
• Invoice Date
• PO Number
• Net Amount
• Freight
• Tax
• Total Amount
• Quantity Shipped
• Unit Price
• Extended Amount

SDV includes a number of safeguards to ensure only clean, reliable invoices are auto-processed:

• Unknown vendors are excluded - Invoices where the vendor cannot be matched to a known record are always routed for manual review.
• Stop for Review - If the text stopforreview is appended to the beginning of the Vendor Notes 2 field in the Workflow portal, this triggers a soft validation in OCR that prevents the invoice from being automatically processed by SDV, routing it for manual review instead.
• Manual override - For any invoice held for validation, reviewers can bypass the check using CTRL + Q when needed.

Any invoice that does not meet the SDV criteria is automatically separated into an exceptions batch and routed to your team for review. No invoices are dropped or lost; they are simply queued for a user to handle.

After enabling SDV, we will review the Data Changes log within the system to confirm the feature is not producing a notable number of errors, and make any necessary adjustments.

If you have any questions or would like to discuss this further, please don't hesitate to reach out.