Tagging Instructions Provision

Data Analyst should provide tagging instructions to enable SMEs tag documents unambiguously.

Tagging instructions should include only specific logic for fields in the particular batch - for example, how to tag the documents of supplier "Pimco Inc." or secretary of state "Alabama". Specific instructions should be precise, brief, unambiguous and clear. Special logic for tagging the fields must be provided there.

When tagging a large number of documents by several SMEs it is recommended to instruct SMEs separately on each batch and to assign a batch of one template to one person, e.g. all the batches of "Alabama" template should be tagged only by SME A, and all the documents of "Columbia" template, by SME B. If each person can concentrate on one set of fields and similar layouts, that will result in fewer mistakes and higher speed of tagging.

First, provide the screenshot of correctly tagged document with comments, like this:

SCREENSHOT

Also some important information should be specified, for example:

Fields representing entity type should be clearly distinguished and tagged according to the row or section specifically describing the legal structure of the organization.
Identification number fields should be matched carefully with the correct labels; avoid confusion between different numeric identifiers that may appear similar.
Address fields (e.g., street, city, state, postal code, country) should be tagged from the section that explicitly outlines the organization’s primary business or office location.
Anything else you think an SME is going to have some doubts around.

If it's not clear from the business logic how the field must be tagged, or there are some corner cases, which require special logic, such things should be described as well:

if it is not clear where the boundaries of the field are,
if it is not clear how to correct the value,
if there is some special logic, etc.