Creating custom document processor flow

To create a custom Document Processor flow, follow these steps:

  1. Navigate to Document Processor page.
  2. Click + Add button.
  3. Specify Flow Name and Description of the flow.
  4. 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
  5. 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.
  6. 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.
  7. Review and Save: Review the flow summary and click Done to complete the creation process.
  8. Alternatively, you can save the flow as a draft by clicking the Save as Draft button.