Configure the 'Extract from COA' Toggle

The Extract from COA toggle enables AI data extraction for eligible Certificate of Analysis (COA) attributes in TraceGains AI Document Intelligence: Supplier Compliance (SC-DI). When enabled, AI searches for the attribute on COAs for each item it is assigned to. When disabled, AI does not extract data for that attribute.

How to Enable 'Extract from COA'

Step 1: Go to Configuration > Attributes.

Step 2: Click the Business Rules icon for the desired attribute. 

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Step 3: In the Business Rules, toggle 'Extract from COA' to ON. 

Step 4: Click Save. 

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Step 5: Once the 'Extract from COA' toggle is ON, additional settings will appear:

  • Is Required: Toggle this setting if the attribute is required for AI processing.
  • AI Prompt Override: Specify a custom AI prompt for the attribute.

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Document Intelligence will now extract data for the attribute when processing COAs.

Bulk Enabling of 'Extract from COA'

To enable extraction for multiple attributes at once, use the bulk selection feature in the Hamburger Menu. 

Step 1: Go to Configuration > Attributes.

Step 2: Complete the following:

  1. Select multiple attributes that need to have the toggle enabled.
  2. Click on the Hamburger Menu .
  3. Select Enable Extraction. 

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Step 3: Review the confirmation message. Some attributes, such as Specification Use attributes, cannot be extracted from COAs. The system ignores invalid attributes and applies changes only to eligible COA attributes.

To avoid errors, check the Use column before enabling extraction. To proceed, click Yes, Proceed.

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Once enabled, Document Intelligence will extract data from COAs for the selected attributes during processing.