Multi Quote

The 'Quoting Methods' property allows you to specify multiple Quoting Methods that will be executed in sequence to generate the final quote for AI extraction. Each method in the list provides a unique representation or formatting of the document content, and all outputs are included in the combined quote sent to the AI model.

Configuration Guidance

• Add one or more Quoting Methods to this list to define the quoting strategies to use.
• The order of methods in the list determines the order in which their outputs appear in the final quote.
• Each method can be configured independently to address specific document structures or extraction requirements.

Example

Suppose you add two quoting methods:

1. Line Numbered Quote: Adds line numbers to each line of the document.
2. Delimited Table Quote: Formats tabular data using a custom delimiter.

The combined quote will include both representations, clearly labeled, providing the AI with multiple perspectives for extraction.

Impact

• Using multiple quoting methods can significantly improve extraction results for complex or ambiguous documents.
• The combined quote ensures that the AI model receives all relevant context, reducing the risk of missed or misinterpreted data.

Overview

The 'Name' property provides a concise, human-readable label for the quoting method. This value is used in Grooper’s user interface to help users identify, select, and configure quoting strategies. It is also injected into the prompt context sent to the large language model (LLM), where it serves as a section header or explicit label for the quoted content.

LLM Context Injection

• When the output of multiple quoting methods is combined (as in Multi Quote), the 'Name' is used to clearly distinguish each section of quoted content for the LLM. This helps the model understand that different representations or perspectives of the same document are being provided.
• In quoting methods such as Layout Objects, the 'Name' may be included in the prompt to clarify the structure or intent of the data, guiding the LLM’s interpretation and extraction logic.
• A descriptive and unambiguous name improves the LLM’s ability to reference, compare, and utilize the quoted data accurately, especially in complex or multi-view prompts.

Configuration and Usage

• Choose a name that reflects the quoting method’s purpose, formatting, or the type of content it produces.
• If left blank, the quoting method’s type name will be used as a default.
• Use consistent naming conventions to support clarity for both users and the LLM.

Example

• Claim Data
• Table Headers
• Layout Objects (JSON)

Best Practices

• Use names that are meaningful to both users and the LLM.
• When using Multi Quote, ensure each quoting method has a unique and descriptive name to maximize clarity in the combined prompt.
• Avoid generic names; be specific about the quoting method’s approach or output.

Overview

The 'Description' property provides a detailed, plain-language explanation of the content or data injected by this quoting method. It is intended to help the LLM understand the structure, semantics, and intended use of the quoted content, as well as to guide the model’s behavior when processing or extracting information from it.

LLM Context Injection

• The description is included directly in the prompt context sent to the LLM, typically as a prefix or annotation before the quoted data.
• In Multi Quote, each quoting method’s description is presented alongside its output, giving the LLM explicit instructions or context for interpreting each section.
• In Layout Objects, the description can clarify the meaning of structured layout data, JSON schemas, or other specialized formats, helping the LLM understand how to use the data for extraction or analysis.
• A well-crafted description can specify the format, highlight important features, explain relationships, or instruct the LLM on how to process the data (e.g., “This section contains a JSON array of line items, each with fields for description, quantity, and price. Extract each item as a separate record.”).

Configuration and Usage

• Write the description for the LLM, focusing on what the data is, how it is structured, and what the model should do with it.
• Include details about formatting, delimiters, field names, or any special conventions used in the quoted content.
• Use markdown formatting, examples, or sample data to illustrate the structure or intent.
• Update the description if the quoting method’s configuration or output changes.

Example

This section contains a table of invoice line items, formatted as plain text with tab-separated columns.
Each line represents a single item, with columns for description, quantity, and unit price.
Extract each line as a separate record and map the columns to their corresponding fields.

Best Practices

• Be explicit and unambiguous; avoid assumptions about the LLM’s prior knowledge.
• Tailor the description to the specific quoting method and output format.
• When using Multi Quote or Layout Objects, ensure each description is distinct and clearly describes the associated data.
• Use examples to illustrate complex or non-standard formats.