Validate the data

The purpose of validation is to determine whether captured data conforms to specified business rules. For example:

• Does an expense lie within permitted limits?
• Are dates valid and within a permitted range?
• Is the total cost calculated correctly?
• Does the vendor information match the information that is stored in a database of approved vendors?
• Does a field value match one of a set of permitted values?

To check whether an expense lies within permitted limits, you might first create a rule that does the following actions.

• Ensures that the expense field contains numbers in a valid currency format
• Determines whether the value is less than or equal to the maximum permitted limit
• Does exception handling if the value is invalid or above the permitted limit

You can then attach the rule to the expense field in the document hierarchy.