Sourcing field guide
Building an invoice extraction evaluation set
Specify invoice fields, layout variation, and evidence so extraction results mean something beyond a headline accuracy number.
← Business Datasets
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Original guides to business datasets: source selection, collection design, annotations, evaluation, and project review.
27 guides shown
Sourcing field guide
Purchase orders and invoices: designing linked document datasets
Plan a document set that tests reconciliation across purchase orders, invoices, and receiving records.
Sourcing field guide
What belongs in a business dataset dictionary
A practical field guide to names, meanings, units, permitted values, and missingness in business records.
Sourcing field guide
Checking joins before buying business tables
Assess key uniqueness, unmatched records, and cardinality before treating related tables as a usable dataset.
Sourcing field guide
Measuring layout diversity in business documents
Turn “varied documents” into a measurable sampling plan for document understanding.
Sourcing field guide
Designing enterprise retrieval datasets with answer evidence
Connect business questions to specific source passages and clear answerability decisions.
Sourcing field guide
Business document provenance: questions to ask a source
Trace how documents were created, selected, transformed, and packaged before evaluating their suitability.
Sourcing field guide
Authentic and synthetic business records: choosing a useful mix
Separate operational realism, controlled variation, and the evaluation claims each source can support.
Sourcing field guide
Building a business dataset coverage matrix
Compare document types, sectors, languages, periods, and organizations without relying on a single record count.
Sourcing field guide
Creating an annotation schema for document AI
Define entities, evidence, ambiguity, and review rules before labeling business documents.
Sourcing field guide
Planning sensitive-field review for business documents
Describe exclusions, transformations, and review evidence before business records reach a model workflow.
Sourcing field guide
Finding duplicate business documents and records
Distinguish repeated files, revised artifacts, and legitimate recurring transactions.
Sourcing field guide
Time-based evaluation for business datasets
Build evaluation periods that reflect what information a model would actually have at prediction time.
Sourcing field guide
Understanding missing values in business tables
Explain blanks and gaps before treating a table as ready for training or evaluation.
Sourcing field guide
Specifying product catalog datasets for AI
Define variants, attributes, descriptions, and historical changes for catalog understanding tasks.
Sourcing field guide
Procurement documents for classification and extraction
Scope solicitations, supplier responses, orders, and supporting documents as distinct business artifacts.
Sourcing field guide
Ground truth for table extraction from business documents
Evaluate headers, cells, merged structures, and numeric meaning as separate parts of table understanding.
Sourcing field guide
Planning business email corpora for retrieval research
Define threads, attachments, chronology, and review boundaries for email-based enterprise tasks.
Sourcing field guide
What a business dataset delivery manifest should contain
Make files, records, schemas, and versions easy to reconcile before a collection enters your workflow.
Sourcing field guide
Business document classification beyond filenames
Build document labels that reflect content, workflow roles, and ambiguous cases.
Sourcing field guide
Financial report tables for document understanding
Scope reporting tables as extraction and reasoning material with explicit periods, units, and source evidence.
Sourcing field guide
Support ticket datasets for enterprise AI evaluation
Define issue histories, labels, and outcomes without leaking later information into earlier decisions.
Sourcing field guide
Multilingual business documents: specifying useful coverage
Measure language coverage at document and field level, including mixed-language business records.
Sourcing field guide
A pilot acceptance plan for business datasets
Turn a small sample into a structured decision about fit, quality, and the next sourcing step.
Sourcing field guide
How to write a business dataset sourcing brief
Give a data partner the task, evidence, and acceptance details needed for a productive first conversation.
Sourcing field guide
How to request a business document dataset
Define document families, layouts, languages, labels, and sensitive-data handling.
Sourcing field guide
What to review in structured business data
Evaluate record meaning, missing fields, identifiers, dates, and source documentation.