Operational AI often needs to connect several documents rather than read one file. Define the workflow, its exceptions, and the evidence needed at each step.
Map the document chain
Identify requests, supplier responses, purchase orders, invoices, shipment records, and receiving events relevant to your task. State which connections should exist and which information may be absent. Preserve bundle identifiers and references so a model can connect artifacts without relying on a curator’s undocumented assumptions.
Retain realistic exceptions
Specify partial shipments, revised orders, missing references, duplicated submissions, and mixed document bundles. Include negative or unresolved cases with explicit review rules. Distinguish observable inconsistencies from outcomes known only to an internal system that will not be included in the model input.
Represent structure and timing
Keep document roles, revision status, line-item associations, and relevant event times. Explain whether the model should reason from the current complete record or information available at an earlier workflow stage. Review source and derived artifacts together so table conversions do not erase essential links.
Scope a sourcing discussion
Share a workflow diagram, sample outputs, coverage priorities, and handling requirements with Fiund. Proposed sources need project-specific review for provenance, access, permitted uses, and sensitive information. A representative pilot should include complete bundles and known exceptions so suitability can be assessed before broader commitments.
Include in your inquiry
- Workflow stages and document roles
- Bundle and line-item relationships
- Exception and timing requirements
- Source review and pilot acceptance criteria