Query group extraction tips

This Sensible Instruct method extracts individual facts in a document, such as the date of an invoice, the liability limit of an insurance policy, or the destination address of a shipping container delivery. When you configure the Multimodal Engine parameter, this method can extra data from non-text images, such as photographs, charts, or illustrations. For an example, see Example: Extract from images

Sensible recommends grouping queries together if they share context. Queries share context when data exists in the same location or region of a document, for example, on the same page. You can configure context using Advanced prompt configuration.

For example, contact information can usually be found in the same location of a document:

York City, NY

[phone]
[e-mail] 

Combining queries for the location, phone number, and email into the same group will help you maximize the accuracy and speed of your extractions. Frame each query, or prompt, in the group so that it has a single, short answer. Sensible recommends a maximum group size of 10 queries.

Prompt Tips

• Try framing each query, or prompt, so that it has a single, short answer such as:
  • “company address"
  • "name of recipient"
  • "document date”
• See the following resources for creating prompts:
  • Prompt engineering
  • Introduction to prompt engineering
  • Short course: Building systems with the ChatGPT API and Short course: ChatGPT Prompt Engineering for Developers.

Examples

Example 1

The following example shows using the Query Group method to extract agricultural data from a government report:

To try out this example in the Sensible app, take the following steps:

1. Download the following example document:
   | Example document | Download link |

2. Create a test document type in the Sensible app, then click the document type you created to edit it. In the document type’s Reference documents tab, upload the example document you downloaded in a previous step.

3. Click the document type’s Configurations tab, create a new test configuration, and click the configuration you created to edit it.

4. Ensure that you’re in the Sensible Instruct editor. Click Query group create the following queries to extract data using the following table:

Prompt	(Optional) Type
tenancy terms start date	Date
tenancy terms end date	Date
number of days notice for tenant must give to terminate lease	String
monthly rents in dollars	Currency
when is the rent due in the month	String
grace period for the rent due	String
late fee amount	String
fee in dollars for returned checks or rejected payments	Currency

Notes

For the full reference for this method in SenseML, see Query group method.