General Field Configuration

Field configuration settings allow users to customize how data is extracted, processed, and displayed in Affinda’s platform. These settings ensure the extracted data meets specific requirements and can be easily integrated into downstream workflows. Field configuration options can be accessed by Workspace Owners and Admins by clicking ‘Configure Fields’ in the top right corner of the document validation view.

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Detailed guide for Schema Design

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Basic Configuration

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Field Name

The field name represents the label for the extracted data in the validation UI. It is user-defined and helps the model in extracting the field from documents; as such, it is important to have clear and relevant field names.

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Field Description

Users may optionally enhance the model’s predictions by providing additional context, such as how the data is typically labelled and where it appears on the page. The field description and Text Options serve different purposes. The field description guides the model on what to extract from the document — for example, “Extract the billing address, not the supplier’s address.” Text Options control how the extracted value is formatted in the output — for example, trimming whitespace, normalising dates, or stripping trailing characters. If the model is extracting the correct text but the format is wrong, use Text Options. If the model is extracting from the wrong place on the document, refine the field description. The field description controls what the model extracts from the document. If you instead need to control how the extracted value is formatted in the output (for example, trimming whitespace or normalising dates), use Text Transformations.

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Data Types

Your field’s data type determines how extracted values are processed and standardized. Different data types are available to ensure that structured and unstructured data is correctly categorized. The selected data type influences the structure of the data and the post-processing logic applied to extracted values, ensuring consistency and accuracy.

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Basic Field Settings

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Enabling Fields

This setting determines whether the field should be predicted and visible in the extracted output. Users can toggle this option depending on whether they want the model to extract and display the field. Disabling a field instead of deleting it lets the model keep all previously validated annotations and automatically restores them when the field is re‑enabled.

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Multiple Values

Enable multiple predictions only when a field can have multiple distinct values within a single document. Examples include:

• Line item tables on an Invoice
• Parties or Signatories in a Legal Contract
• Transactions in a Bank Statement

Enabling multiple values where you would generally not expect multiple distinct values in a document can reduce model accuracy (by overpredicting values) or risk noise and confusion in review workflows due to the presence of duplicates.

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Advanced Field Settings

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No rectangles

Used when a field value does not explicitly appear in the document but can be inferred through reasoning.

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Manual entry only

The field will not be predicted by the model and can only be entered manually.

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Slug

Defines the unique label used for the field in the API response.

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Re-parsing after changes to the Schema

When you make changes to the Document Types configuration, any documents that were parsed previously (both confirmed and documents in review) need to be re-parsed. The Affinda app identifies documents that should be re-parsed, indicated by the reparse button turning orange in the top right-hand corner when opening the document in the Document Validation View. Clicking on this button will update the extraction to the latest document type configuration.