Creating custom document processor flow
To create a custom Document Processor flow, follow these steps:
- Navigate to Document Processor page.
- Click + Add button.
- Specify Flow Name and Description of the flow.
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Add Document Classes and specify related Entities, Tables, and their associated
Clues.
- For Entity Classification, ensure only one class is added.
- For Document Classification, add a minimum of 2 classes and a maximum of 5 classes
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Add Activities such as these:
- Drag and drop relevant activities like Document Classification, Entity Classification, and Save Document to IDM.
- Configure properties such as Provider Name by clicking on the dragged activity.
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Configure the Prompt. These are important points to note:
- Modify the Prompt details, including Clues, Instructions, Tasks, and Guidelines for Entities and Tables.
- The Document Classification prompt is read-only user cannot change it.
- Some Clues, Tasks, Instructions, and Guidelines are read-only, while others can be edited, deleted, or added by you.
- If you want to revert the prompt to its original state, you can do so by clicking the Reset button.
- Before saving the flow, you can Validate the Prompt by uploading a document via the Test Model button to verify the inference. You can then make necessary adjustments to the prompt if required.
- Review and Save: Review the flow summary and click Done to complete the creation process.
- Alternatively, you can save the flow as a draft by clicking the Save as Draft button.