Create Tag

This page provides the necessary information to guide the user through the process of creating a new tag for an already created company.

Prerequisites

In order to be able to complete this guide, the user must complete the following checklist:

• Have a working internet access.

• Have a username with the ADMIN,ACCOUNT MANAGER role registered in the platform.

• Have a company created in Alfred.

Procedure

Procedure

Access the Companies Screen

From any screen within Alfred, click on the username located on the top right corner to display the user drop down menu.

Location of the username.

With the dropdown menu open, click on the Companies button. This will redirect the user to the Companies Screen

Access a Company's tag list

In the Companies Screen, locate the desired company and click on the Tags button. This will open the list of tags for the company.

Location of the Tags button.

Access the Tag Creation form

In the Tag List popup , click on the Add New + button to open the Tag Creation form.

Location of the Add New button.

Complete the Tag Creation form

The tag creation form is divided into two sections that allow the user complete control over how the specific tag is handled by Alfred and all of its components. The two sections are General Info and Tools, once these two sections are complete click on the submit button to create the new tag.

Complete view of the cpmplete Tag Creation form.

General Info Section

The General Info section allows users to define key information that helps both users and the system accurately identify the content and structure of a tag. This ensures clear categorization, improves organization, and prevents misclassification of information.

General Info section of the Tag Creation form.

Field	Descritption
Name	Indicates the unique name of the tag being created.
Description	This field provides a detailed explanation of the tag's purpose and what kind of information it encompasses.
Threshold	This field indicates the minimum classification threshold that the tag must meet to be classified. If the document does not meet this threshold it will receive an <empty> classification status.
Validation Threshold
System	This section is used to provide instructions or context to the system for processing and classifying text associated with the tag. In the example, the system is instructed to analyze the text, identify attributes, and ensure accurate classification of relevant content based on the tag.

Tools Section

This section allows the user to define tools, references and instruction on how to handle the information extracted from documents who are classified with the specific tag. This allows for streamlined processing of information.

Tools Section in the Tag Creation form.

Field	Description
Example Data	This field allows users to upload files that contain example data. These files could be used to test or provide input data for validation or processing by the system. Users can either drag and drop files or browse their device to upload.
Don't validate	By selecting this option, the system will never require validation for documents classified under this tag.
Do not validate when precision is above average	By selecting this option, the system prevents validation if the precision in identifying the tag is higher than a specified threshold.
Do not validate duplicates	By selecting this option, the system will skip validation for entries that are detected as duplicates.
Always validate	Selecting this option forces the system to always validate data associated with the tag, regardless of any conditions or thresholds.
Don't extract	When this option is selected, the system will not extract specific data points from the uploaded data.
Propagate values to siblings on verification	This option allows the system to propagate or share verified values to related tags (siblings) if verification occurs.
Validate duplicate values	Feauture under construction.
Integration type	Dropdown menu that allows the user to select a type of integration with an external system or service that will work with the data or tag.
Cache template file	This field allows the user to upload a template file that will be used by the system to cache data or pre-fill information for future use.
Pre-processing	This field allows the user to upload pre-processing file that contains scripts or instruction on how the system should handle the document before validation.