Compliance Text Search

Available from version 11.48.0 — Requires OPENSEARCH_ENABLED license.

What does this script do?

Searches for compliance-relevant text like "REVERSE CHARGE" in the document archive. If matching documents exist, the tax code is automatically set. Supports both exact phrase matching and fuzzy search (typo-tolerant for OCR errors).

Trigger

AFTER_FORMATTING on document type INVOICE

Full Script

# Search for "REVERSE CHARGE" in the organization's document archive
rc_docs = fulltext_search(
    "REVERSE CHARGE",
    search_type="match_phrase",
    doc_type="INVOICE",
    size=5
)

if rc_docs:
    set_field_value(document_data, "tax_code", "RC")

Variant: Fuzzy Search (OCR Error Tolerant)

# Fuzzy search tolerates OCR errors like "REVERS CHARG" or "REVERSE GHARGE"
rc_fuzzy = fulltext_search(
    "REVERSE CHARGE",
    search_type="fuzzy",
    vendor_name="ACME Corp"
)

if rc_fuzzy:
    set_field_value(document_data, "tax_code", "RC")

Step-by-Step Explanation

1. Search the archive for the exact phrase "REVERSE CHARGE" using fulltext_search()

2. Filter by document type to only search invoices

3. If found: Automatically set the tax code field to "RC"

4. Fuzzy variant: Use search_type="fuzzy" to catch OCR misreads (up to 2 character differences)

Functions Used

• fulltext_search() — Search OCR text across all documents

• set_field_value() — Write field value