Compliance & Technical
What is Data Validation?
Data validation checks whether captured information meets specified rules and agrees with its supporting source.
Explanation
In a tax-resolution case, validation can include checking dates, totals, required fields, and whether a proposed form entry matches the underlying record. A flagged mismatch or missing item should go to a person for resolution; passing a check alone does not establish legal or factual correctness.
In Rima's preparation workflow
Rima flags missing or inconsistent supporting information for case-manager review before prepared work is sent for enrolled-agent sign-off.
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