- Overview
- Model building
- Overview
- Managing projects
- Uploading sample documents
- Reviewing predictions
- Validating extraction predictions
- Configuring the model
- Model validation
- Model deployment
- Frequently asked questions

Unstructured and complex documents user guide
The model does not currently learn directly from user annotations. To improve the performance of the model, modify your prompt instructions or model configuration.
Once you are happy with your prompt instructions, you can start validating the predictions of the model to establish ground truth for its performance evaluation. Before you do so, it is important to understand the differences between predictions and references.
There are known limitations with references and highlighted spans, which are one of our key priorities to improve.
- Correct prediction and correct reference, but an incorrect span is highlighted. Usually, the first match that was found.
- Correct prediction, but there
is a missing reference and a highlighted span. In these scenarios, we
provide a page number as a fallback.
- Underlined - Predicted
values.
- Filled - Confirmed
values.
- Dashed border -
Unconfirmed values.
To validate extractions, follow these steps:
- Go to the Build tab, and
select Validate predictions or any uploaded document to begin the
validation process. The model highlights the relevant span of text in the
document and displays the generated predictions in the side panel.
Values that are applicable to multiple extractions, such as account number, have arrow buttons to help navigate to relevant sections. The buttons appears on hover.
The following image depicts what extractions look like in their predicted state. Predicted values are always underlined. - Review the predictions and either
confirm the extractions one by one or in bulk by confirming the entire field
group. It is not recommended to select the Confirm all and next button
without carefully reviewing each extraction.
The following image depicts:
- in the first table row what extractions look like in their unconfirmed state, that is, values that were once confirmed, but are now unconfirmed. Unconfirmed values have a dashed border.
- in the second and third table rows what extractions look like in their confirmed state, that is, the values that you confirmed or corrected. Confirmed values are always filled.
- You can configure additional fields in your extraction schema at any point from Manage taxonomy or the Build tab.
Example of validating extractions from Action Center
You are recommended to validate at least 10 examples for each field, so that the model can provide meaningful validation statistics.
- Confirming the extractions if they are correct.
- Correcting the extractions if they are incorrect.
- Marking fields as missing if they are not present in the document.
- Configuring any additional fields in your extraction schema.
Predicted values
Unconfirmed values
References in the document are highlighted with a dashed border:
No extractions are marked as confirmed:
Confirmed
References are highlighted with a solid border:
Extractions are marked as confirmed:
This section contains example scenarios of when the predictions of the model match or do not match the annotations of the user.
When the annotation matches the prediction, the extraction looks as follows:
When the annotation does not match the prediction, the extraction looks as follows:
When there is an annotation but no prediction, the extractions look as follows:
- Hover your mouse over the extraction, an select the pencil icon to edit the predicted value.
- Enter the correct value.
- Select the plus
+
icon to update the predicted value or reference. - Highlight the correct value in the document.
- Select the plus icon to add a missing extraction.
- Select the table icon to open the table view.
- Confirm the extractions either from the side panel or from the table view.
- Hover over the extraction, and
use the pencil and plus icons to correct the extractions individually:
- The pencil icon allows you to edit the predicted value and type in the correct value.
- The plus icon allows you to update the predicted value or reference and highlight the correct value in the document.
- Select Add field group to add a missing field group.