To maximize the quality of the field extraction you desire, it may be necessary to add your own custom fields and/or manually adjust the descriptions of certain fields.
Our configuration interface allows you to interact with the tool in the simplest way possible. You explain what you need, and it will consistently do it for the relevant extraction model moving forward!
Certain techniques and phrasing can boost efficiency. In this section, we’ll share tips, tricks, and examples to help you achieve perfection!
Communicate naturally with the tool, as if speaking to an assistant
Use regular sentences; it’s more effective than using telegraphic language. For example, instead of saying sum price, write Sum the prices of all the lines.
Share your domain expertise, such as providing supplier lists, multiple names for the same value to be extracted, typical locations of certain elements on the pages, specific rules like codes always starting with the letter “M,” etc.
Be simple, concise, and directive.
Add general instructions to anticipate and resolve ambiguities
Here are a few examples of instructions you can use:
Service or product lines may appear twice in a row in the extract. Make sure to extract both lines separately, even if they are nearly identical. Every visible product or service should be extracted, including duplicates.
Each extracted line must include a price. Do not return any lines without a price.
Only billing lines should be extracted. These are invoiced services related to international freight transport. Note that a line must always contain a label and a price. Do not include header or total lines.
Always return amounts and prices using the same units and currencies.
Add examples
Examples will greatly enhance the quality of the extracted data. They will also help in formatting and structuring the output data according to the model you have provided.
Name: Full service or product description
Description: For instance: "Pre-carriage excluding VAT", "Removal fees", "handling/documentation fee export", "Maritime Freight", "AMS/ACI security fee", "Fuel charge precarriage", "BUC – Bunker charge", or other. Provide the complete line detail, including measurements and numbers.
Format: Text
Name: Transport reference
Description: For invoices, this is a 9-digit number starting with 61, located at the very end of the extract. For credit notes, it is a code located at the very end of the extract after the “page 1” number, e.g., “41A0234141,” “21A0620427,” “41A0236333,” or “610156703.”
Format: Text
Avoid common mistakes
If the tool generates any confusion, provide specific instructions to prevent them.
Name: Line’s net amount excluding VAT
Description: If multiple amounts are present on this line, extract the highest one. If amounts are displayed in multiple currencies, prioritize euros (EUR, €).
Format: Price
Name: Recipient’s address
Description: If there are several addresses, provide the one from the transport reference with the largest km distance, or, if unavailable, the last one. If the same address applies to multiple lines, repeat it for each sub-line. Note: this field is rarely empty.
Format: Text
Name: Document date
Description: Even if the document is written in French, the date may appear in the American format MM/DD/YYYY. Be careful not to confuse the month and the day.
Format: Date
Leverage the tool’s intelligence
The tool can make adjustments to enrich, validate, and reformat the captured data.
Name: Issuing country
Description: Provide the country code according to the ISO 3166 standard.
Format: Text
Name: Product category
Description: Categorize the invoiced product among the following list: fruits and vegetables, grains and legumes, dairy products, meat, fish and seafood, fats, sweet products, salt, water, others.
Format: Text
Name: Accounting classification
Description: Specify whether it falls under Fixed Expenses, Variable Expenses, Staff Salaries, Machine Maintenance Costs, Bank Fees, Taxes, Insurance, Subscriptions, or Local Taxes.
Format: Text
Name: Airport code
Description: Provide the relevant airport’s ICAO code.
Format: Text
Name: Lease transfer conditions summary
Description: Summarize in about 20 words the conditions under which the lease can be transferred to a third party, if applicable.
Format: Text
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