Identification Attributes

Identification attributes are key pieces of data used to uniquely identify and associate a document, such as a Certificate of Analysis (COA), with the correct supplier, item, or other relevant records. These attributes help the system accurately match incoming documents to existing data in your system.

For example, in COA processing, identification attributes could include:

  • Supplier Name: Identifies the supplier associated with the COA.

  • Supplier Email or Domain: Specifies the email or domain associated with the supplier.

  • Facility City/Part of Address: Indicates the city or part of the facility address on the COA.

  • Facility Postal Code: Indicates the postal code of the facility listed on the COA.

These attributes are critical for AI-based data extraction, as they ensure the correct data is extracted, validated, and mapped accurately within your system.

How to Add Standard Identification Attributes

Step 1: Go to Configuration > Attributes.

Step 2: Go to Add Attribute > Configuration Library

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Step 3: Complete the following:

  1. Type 'AI Data Extraction' in the search bar.
  2. Open the AI Data Extraction Profile, which will display all 9 attributes - select them all
  3. Click Apply Action to Selected.

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Step 4: In the pop up that appears, select Applies to all Items. Then, click Next

Step 5: Assign each attribute to your main tab view for Suppliers or Items Supplied, based on the attribute. Make sure to scroll down and assign all attributes before clicking Save

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Step 6: Once the attributes are available in your site, navigate to the Supplier TraceStation configuration. You can add a new section with the five attributes shown in the COA Data Extraction section. Populate the fields with necessary data to help AI recognize the Supplier for each COA. Lastly, click Save.

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If you need a refresher on Configuring TraceStations, click here.

Step 7: Next, go to the Item Supplied TraceStation configuration and you can add the remaining four attributes in a new section called COA Identification Attributes. Populate the fields with necessary data to help AI recognize the Item Supplied for each COA. Lastly, click Save.

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Identification attributes ensure accurate AI recognition by linking key data points to suppliers, items, and documents for seamless processing.

 

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