Prompting Guide
To improve the precision and accuracy of your document extractions, you should follow best practices when constructing your document queries. If you want more specific guidance, feel free to reach out in our community.
Be precise and descriptive with your phrasing. If you're looking for transaction line items on a bank statement, is there any additional context that would be helpful to add? Are there specific items you're looking for, or is it typically part of a specific table? If you're looking for holdings, are you looking for stock, options, cash, or all of the above?
Minimize the amount of inference that the AI model needs to do that can instead be part of post-extraction logic. Document Intelligence is great at reading documents, not extrapolating from them.
For example, if you need to find the sum of value A and value B on a document, you shouldn't ask for the sum directly. You should ask separately for value A and value B, and then add the two values together in the post-extraction logic rule.
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