Use the Adaptive Search Queries options to define and test search queries for fields used in learning instances.

Prerequisites

  • The Document Extraction package version must be 3.38.8 or later.
  • The Adaptive Search Queries feature is available in general and test mode validators.
  • User must have the Validator user role along with the Train learning instance groups permission. See Document Automation users.
  • Learning instances must use a generative AI provider for data extraction.
Note:
  • Validation feedback and adaptive search queries work independently and are not interdependent.
  • You can edit Adaptive Search Queries for fields only when using the latest learning instance version.
We recommend that you use Adaptive Search Queries only when simple tweaks to the default prompts do not work as expected. For example, if you want to extract a date in DD/MM/YY format, you can tweak the default prompt "What is the Invoice Date?" to "What is the Invoice Date? Extract the date in the format DD/MM/YY." instead of using Adaptive Search Queries.

Procedure

  1. Validate documents in test mode. See Validate documents in test mode.
  2. Click the three dots (three dots menu icon) icon at the upper-right corner of the screen, and click Adaptive search query.
    The following fields are available on the Adaptive search query screen:

    Adaptive Search Queries screen with fields for form and table data

    a. Adaptive search query options
    • Close: Use this option to close the Adaptive search query screen and return to the form and table field validation screen.
    • Process: Use this option to process the document after updating search queries. A new version will be created when you update search queries and process the document. Updated search queries can be viewed in the version history. See Version history fields.
      Note: This option is available only on the test mode validator.
    b. Version history
    Use the drop-down list to select the version to view the search queries used for form and table fields. If the document is not processed for a version, you must perform the following steps to view the search queries and results for the selected version:
    1. Click Close to return to the previous screen.
    2. Click Process now to process the document for the selected version.
    3. Click the three dots (three dots menu icon) icon at the upper-right corner of the screen, and click Adaptive search query.
    Note: This option is available only on the test mode validator.
    c. Cluster Id
    A unique cluster ID is generated for a set of documents with similar layout and content. If you have validation feedback enabled, it is applied to all the documents associated with this cluster ID.
    d. Gen AI model
    Displays the generative AI provider used for data extraction.
    e. Form and table field labels
    Displays the field labels used for form and table fields. By default, the Adaptive search query screen displays the search query options for the first field defined in the learning instance.
    f. Search query option for fields
    Displays if the field is using the default search query. A Use default option is seen when a user-defined query is used and users can select this option to use the default query for the field.
    g. Search query
    Use this option to define or update a search query for a field.
    h. Search queries for fields
    Use this option to perform the following options:
    • View the list of search queries used for a field.
    • Select a search query to be used in a field.

    Click the search query (search query icon) icon to open the search queries window to find the search queries defined for the field. Click a search query and click Choose to select the query for the field.

    i. Select prompt tag
    Use this option to select prompt tags available for a field. See Using prompt tags in generative AI prompts.
    j. Results
    Displays the extracted data for a selected field.
  3. Select a field for which you need to update the search query.
  4. Update the search query for the field in the Search query field.
  5. Optional: Select a Prompt tag from the drop-down menu.
  6. Repeat step 3 to step 5 to update search queries for other fields.
  7. Depending on the validator you are using, perform one of the following steps:
    • General validator: Click Close, and then click Reprocess.
    • Test mode validator: Click Process.