Extensions in Document Processor

An Extension is a mechanism that allows you to override or append a prompt to existing prompt definitions in an Active flow without modifying the standard flow itself.

Extensions are applied on top of the base prompt template at the customer tenant or supplier level, enabling targeted prompt customization for specific use cases.

Benefits of extensions

Document Processor flow becomes read-only after the flow is marked as Active. You cannot modify the prompt definitions at that point.

Documents from customers and suppliers often contain different structures and terms. These differences can cause inaccurate extraction when the standard prompt does not match the document. Supplier-specific logic in the active flow can also cause inaccurate extraction for suppliers that do not require that logic.

Extensions address these issues through conditional prompt overrides. Extensions keep the active flow stable, and Extensions apply custom logic only when a supplier or a customer requires it.

Benefits of extensions:

  • Extensions protect the base flow.
  • Extensions apply custom prompts only when required.
  • Extensions support document variations without updates to the active flow.
  • Extensions maintain consistent extraction for standard documents.
  • Extensions enable accurate extraction by supporting supplier-specific prompts.
  • Extensions remove the need to create additional flows for each variation.

Standard prompt

Extract the Delivery Note Number from the document. It can be labeled Delivery No.

Customer override

Treat the Tracking Number as the Delivery Note Number.

Add extension to the flow

A flow in Activestate is read-only and you cannot edit the prompt definitions.

To edit a prompt in Active state, use an Extension.

You can add an Extension for a flow in any state at any point: when you create a flow or after you save and activate the flow.

Components that support prompt extensions

You can apply Extensions to these components of the prompt template:

  • Extraction instructions: You can override or add extraction guidance.
  • QA instructions: You can override or add quality assurance checks.
  • Entity prompt definitions: You can change how a specific entity is extracted.
  • Table column prompt definitions: You can change how a specific table column is extracted.