Data Values (Quoting Method)

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Note that some content may still need to be updated.

2025

WIP

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Data Values is a Quoting Method that sends selected previously extracted data to the AI Model when using Grooper's AI functionality.

Introduction

Data Values is a Quoting Method that sends extracted document data to AI as structured output from your Data Model. Instead of quoting page text, regions, or layout objects, it quotes the values already captured in Data Fields, Data Sections, and tables.

Its purpose is to give the AI a clean, organized view of what Grooper already knows about the document. This is useful when you want the AI to reason over extracted results instead of rereading the original document content.

Unlike other quoting methods:

Extracted focuses on document text.
Labeled Region focuses on text near a label or header.
Layout Objects focuses on document layout and structure.

Use Data Values when the AI task depends more on structured field values than on raw document text. This often produces clearer prompts, reduces noise, and makes it easier for the AI to interpret related values together.

You would typically use Data Values when:

You want AI to validate extracted values against one another.
You want AI to summarize a document from fields already captured in the Data Model.
You want AI to classify or route documents based on extracted values.
You want AI to review line-item or section data that has already been extracted.
You want to pass structured data to AI in a predictable format.

Real-world examples include:

An invoice workflow where AI reviews Vendor Name, Invoice Number, Total Amount, and line items for consistency.
A claims workflow where AI summarizes claimant information, dates, and loss details from extracted fields.
A forms workflow where AI checks whether required fields are present before downstream processing.
A decisioning workflow where AI uses extracted values to recommend a status, category, or next action.

In general, choose Data Values over another Quoting Method when the important information is already extracted and organized in the Data Model. Choose a text-based quoting method when the AI must inspect wording, nearby context, or page layout that is not represented well in extracted fields.

When to use Data Values

Data Values is usually the best choice when:

Your extraction is already producing reliable field values.
The AI needs structured input rather than page text.
You want to limit the prompt to only relevant Data Fields or sections.
You want consistent input across similar documents.

Data Values may be a less suitable choice when:

The needed information has not been extracted yet.
The AI must interpret raw wording from the document.
The AI must use page position, reading order, or visual relationships.