Provide labeling instructions

Goal of the step: To enable SMEs to label documents unambiguously by providing labeling instructions.

Input: Dataset split into batches.

Output: Precise and brief instructions for SMEs.

Labeling instructions should include only specific logic for fields in a particular batch, for example, how to label the documents of supplier "Taco Inc." or secretary of state "Georgia". Specific instructions should be precise, brief, unambiguous, and clear and describe the specific logic for labeling the fields.

It is strongly recommended to instruct SMEs separately on each batch and to assign a batch of one template to one person. For example, all the batches of the "Columbia" template should be labeled only by SME A, and all the documents of the "Nevada" template by SME B. If each person can concentrate on one set of fields and similar layouts, that will result in fewer mistakes and higher speed of labeling.

First, provide a screenshot of a correctly labeled document with comments like this:

Also, specify some important information, for example:

• The entity_type field should be labeled from the row "1. Exact name of the".
• The Federal Employer Identification Number row title corresponds to the corporate_number field, don't confuse with "Filing Number".
• Address information (street, city, state, zip, country) should be labeled from the block "5. Street address of the corporation's principal office:".
• Anything else you think an SME is going to have some doubts around.

If it is not clear from the business logic how the field must be labeled or there are some corner cases that require special logic, such things should be described as well:

• It is not clear where the boundaries of the field are, for example:

  

• It is not clear how to correct the value.

• There is some special logic when something must be selected from the list and so on.

For detailed labeling requirements, read the guide.