Classifying documents by type

You can classify a document by its similarity to each document type you define in your Sensible account. For example, if you define a bank statements type and a tax_forms type in your account, you can classify 1040 forms, 1099 forms, Bank of America statements, Chase statements, and other documents, into those two types. In this scenario, for a 2023-1-1_bankofamerica_statement_jon_doe.pdf document, Sensible:

• Classifies this document into the bank_statements document type.
• Classifies the statement doc by its similarity to reference documents in the bank_statements document type. The highest score is for a Bank of America sample statement.
• Provides metadata for the classification, including similarity scores for this document compared to each document type in your Sensible account and to each reference document in the bank_statements type.

Use document classification:

• In an extraction workflow. For example, determine which documents to extract prior to calling a Sensible extraction endpoint.

• Outside an extraction workflow. For example, determine where to route each document or to label each document in a system of record.

To improve classification results, Sensible recommends that a document type includes a sample set of reference documents that represent the diversity you expect to see in the document type. To use a document type for classification, Sensible requires that the type contains at least one reference document.

To classify documents, use the Sensible API or SDKs.