Document process flow
The Document Processor Flow listing screen provides users with access to both pre-built and custom document processing workflows. Pre-built flows, which are marked as Active and Base Flow, are read-only and finalized after multiple prompt iterations. You can drill down into these flows to examine detailed components including entities, document classes, prompts, and activities.
For custom workflows, users can leverage the GenAI provider to create new flows focusing on Entity Classification, Document Classification, or a combination of both. When creating custom flows, users can configure required entities, document classes, activities, and prompts according to their needs. These custom flows can be saved as drafts for future modifications or marked as active. Once marked as active, the flows appear on the Overview page and become available for inference.
Column details for the Document Processor flow list data grid
| Column name | Description |
|---|---|
| Document Processor Flow | Displays the Document Processor flow name. |
| Active Version | Displays the active version number of a flow such as v1. If no active version exists, NA is displayed. |
| Versions | Displays the total number of versions available for a flow, including all Active, Inactive, and Draft versions. |
| Activities | Displays the activities used in the flow such as Entity Classification. |
| Document Classes | Displays the list of document classes used in the flow. |
| Date | Displays the creation or last updated date and time. |
| Status | Displays the flow status, which can be either Active or Draft. If any version of the flow is in the Active state, the flow is considered Active and can be used for inference and export. |
| DPF ID | A icon is provided to copy the DPF GUID. |
| Base Flow | Displays a check box indicating whether the flow is a Base Flow. |
Flow Drill-Down
You can drill down into existing flows to view all elements associated with a particular flow. The flow drill-down process is divided into five screens: Basic Info, Document Class, Activity, Prompt, and Summary. You can navigate through these screens by clicking the button to proceed to the next screen. This table shows and summarizes the various sections involved in the flow drill-down process:
| Section Name | Description |
|---|---|
| Basic Info | Displays the Flow Name, the Prompt Structure(Old or New), Description, and Document Processor Flow GUID. This page helps users identify the flow. |
| Document Class | Shows the list of Document Classes, Entities, Tables, and Table Headers added to each Document Class. |
| Activity | Displays the Activities used for the flow, such as Document Classification and Entity Classification. Shows properties like Provider Name when clicking on a dragged activity |
| Prompt | Shows the complete prompt sent to the LLM including Clues, Instructions, Tasks, Guidelines, Document Classes, Entity List, Table Headers, and Output Format. Allows modifications for Draft flows. |
| Summary | Provides a complete summary of the flow, including Basic Info, Document Class details, Activities, and Prompt details. |