Docugami

本文介绍如何从 Docugami 加载文档。它提供了与其他数据加载器相比的优势。

先决条件

安装必要的 Python 包。
获取您的工作区的访问令牌，并确保将其设置为 DOCUGAMI_API_KEY 环境变量。
获取一些已处理文档的文档集和文档 ID，如此处所述：https://help.docugami.com/home/docugami-api

# 您需要安装 lxml 包来使用 DocugamiLoader
!pip install lxml

快速入门

创建一个 Docugami 工作区open in new window（可提供免费试用）。
添加您的文档（PDF、DOCX 或 DOC），并允许 Docugami 将其摄取和聚类成一组相似的文档，例如 NDA、租赁协议和服务协议。系统支持的文档类型没有固定的集合，所创建的聚类取决于您的具体文档，并且您可以在以后更改文档集的分配open in new window。
通过 Developer Playground 为您的工作区创建一个访问令牌。详细说明open in new window
浏览 Docugami APIopen in new window 获取已处理的文档集 ID 列表，或仅获取特定文档集的文档 ID。
使用下面详细说明的 DocugamiLoader，获取文档的丰富语义块。
可选地，构建和发布一个或多个报告或摘要open in new window。这有助于 Docugami 根据您的首选项改进语义 XML，然后将其作为元数据添加到 DocugamiLoader 的输出中。使用诸如 self-querying retrieveropen in new window 等技术进行高准确度的文档质量保证。

与其他分块技术的优势

适当的文档分块对于从文档中检索信息至关重要。存在许多分块技术，包括依赖空白字符的简单技术和基于字符长度的递归分块技术。Docugami 提供了一种不同的方法：

智能分块： Docugami 将每个文档分解为具有不同大小的层次化语义 XML 块树，从单词或数字值到整个段落。这些块遵循文档的语义轮廓，提供比任意长度或简单的基于空白字符的分块更有意义的表示。
结构化表示： 此外，XML 树使用属性表示每个文档的结构轮廓，包括标题、段落、列表、表格和其他常见元素，并在所有支持的文档格式（如扫描的 PDF 或 DOCX 文件）中保持一致。它适当处理长篇文档的特性，如页眉/页脚或多列流程，以进行清晰的文本提取。
语义注释： 块使用语义标签进行注释，这些标签在整个文档集中是连贯的，便于在多个文档之间进行一致的层次化查询，即使它们的撰写和格式不同。例如，在租赁协议的文档集中，您可以轻松识别关键条款，如房东、租户或续约日期，以及更复杂的信息，例如任何子租赁条款的措辞或特定司法管辖区是否在终止条款中具有例外条款。
附加元数据： 如果用户使用 Docugami，则块还带有附加元数据。此附加元数据可用于进行高准确度的文档质量保证，无需上下文窗口限制。详见下面的代码演示。

现在，让我们深入了解如何使用 DocugamiLoader。

import os
from langchain.document_loaders import DocugamiLoader

加载文档

如果设置了 DOCUGAMI_API_KEY 环境变量，则无需显式地传递给加载器；否则，您可以将其作为 access_token 参数传递进去。

DOCUGAMI_API_KEY=os.environ.get('DOCUGAMI_API_KEY')

# To load all docs in the given docset ID, just don't provide document_ids
loader = DocugamiLoader(docset_id="ecxqpipcoe2p", document_ids=["43rj0ds7s0ur"])
docs = loader.load()
docs

[Document(page_content='MUTUAL NON-DISCLOSURE AGREEMENT This Mutual Non-Disclosure Agreement (this “ Agreement ”) is entered into and made effective as of April 4 , 2018 between Docugami Inc. , a Delaware corporation , whose address is 150 Lake Street South , Suite 221 , Kirkland , Washington 98033 , and Caleb Divine , an individual, whose address is 1201 Rt 300 , Newburgh NY 12550 .', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:ThisMutualNon-disclosureAgreement', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'ThisMutualNon-disclosureAgreement'}), Document(page_content='The above named parties desire to engage in discussions regarding a potential agreement or other transaction between the parties (the “Purpose”). In connection with such discussions, it may be necessary for the parties to disclose to each other certain confidential information or materials to enable them to evaluate whether to enter into such agreement or transaction.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Discussions', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'Discussions'}), Document(page_content='In consideration of the foregoing, the parties agree as follows:', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Consideration', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'Consideration'}), Document(page_content='1. Confidential Information . For purposes of this Agreement , “ Confidential Information ” means any information or materials disclosed by one party to the other party that: (i) if disclosed in writing or in the form of tangible materials, is marked “confidential” or “proprietary” at the time of such disclosure; (ii) if disclosed orally or by visual presentation, is identified as “confidential” or “proprietary” at the time of such disclosure, and is summarized in a writing sent by the disclosing party to the receiving party within thirty ( 30 ) days after any such disclosure; or (iii) due to its nature or the circumstances of its disclosure, a person exercising reasonable business judgment would understand to be confidential or proprietary.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:Purposes/docset:ConfidentialInformation-section/docset:ConfidentialInformation[2]', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'ConfidentialInformation'}), Document(page_content="2. Obligations and Restrictions . Each party agrees: (i) to maintain the other party's Confidential Information in strict confidence; (ii) not to disclose such Confidential Information to any third party; and (iii) not to use such Confidential Information for any purpose except for the Purpose. Each party may disclose the other party’s Confidential Information to its employees and consultants who have a bona fide need to know such Confidential Information for the Purpose, but solely to the extent necessary to pursue the Purpose and for no other purpose; provided, that each such employee and consultant first executes a written agreement (or is otherwise already bound by a written agreement) that contains use and nondisclosure restrictions at least as protective of the other party’s Confidential Information as those set forth in this Agreement .", metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:Obligations/docset:ObligationsAndRestrictions-section/docset:ObligationsAndRestrictions', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'ObligationsAndRestrictions'}), Document(page_content='3. Exceptions. The obligations and restrictions in Section 2 will not apply to any information or materials that:', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:Exceptions/docset:Exceptions-section/docset:Exceptions[2]', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'Exceptions'}), Document(page_content='(i) were, at the date of disclosure, or have subsequently become, generally known or available to the public through no act or failure to act by the receiving party;', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:TheDate/docset:TheDate/docset:TheDate', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'TheDate'}), Document(page_content='(ii) were rightfully known by the receiving party prior to receiving such information or materials from the disclosing party;', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:TheDate/docset:SuchInformation/docset:TheReceivingParty', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'TheReceivingParty'}), Document(page_content='(iii) are rightfully acquired by the receiving party from a third party who has the right to disclose such information or materials without breach of any confidentiality obligation to the disclosing party;', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:TheDate/docset:TheReceivingParty/docset:TheReceivingParty', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'TheReceivingParty'}), Document(page_content='4. Compelled Disclosure . Nothing in this Agreement will be deemed to restrict a party from disclosing the other party’s Confidential Information to the extent required by any order, subpoena, law, statute or regulation; provided, that the party required to make such a disclosure uses reasonable efforts to give the other party reasonable advance notice of such required disclosure in order to enable the other party to prevent or limit such disclosure.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:Disclosure/docset:CompelledDisclosure-section/docset:CompelledDisclosure', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'CompelledDisclosure'}), Document(page_content='5. Return of Confidential Information . Upon the completion or abandonment of the Purpose, and in any event upon the disclosing party’s request, the receiving party will promptly return to the disclosing party all tangible items and embodiments containing or consisting of the disclosing party’s Confidential Information and all copies thereof (including electronic copies), and any notes, analyses, compilations, studies, interpretations, memoranda or other documents (regardless of the form thereof) prepared by or on behalf of the receiving party that contain or are based upon the disclosing party’s Confidential Information .', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:TheCompletion/docset:ReturnofConfidentialInformation-section/docset:ReturnofConfidentialInformation', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'ReturnofConfidentialInformation'}), Document(page_content='6. No Obligations . Each party retains the right to determine whether to disclose any Confidential Information to the other party.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:NoObligations/docset:NoObligations-section/docset:NoObligations[2]', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'NoObligations'}), Document(page_content='7. No Warranty. ALL CONFIDENTIAL INFORMATION IS PROVIDED BY THE DISCLOSING PARTY “AS IS ”.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:NoWarranty/docset:NoWarranty-section/docset:NoWarranty[2]', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'NoWarranty'}), Document(page_content='8. Term. This Agreement will remain in effect for a period of seven ( 7 ) years from the date of last disclosure of Confidential Information by either party, at which time it will terminate.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:ThisAgreement/docset:Term-section/docset:Term', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'Term'}), Document(page_content='9. Equitable Relief . Each party acknowledges that the unauthorized use or disclosure of the disclosing party’s Confidential Information may cause the disclosing party to incur irreparable harm and significant damages, the degree of which may be difficult to ascertain. Accordingly, each party agrees that the disclosing party will have the right to seek immediate equitable relief to enjoin any unauthorized use or disclosure of its Confidential Information , in addition to any other rights and remedies that it may have at law or otherwise.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:EquitableRelief/docset:EquitableRelief-section/docset:EquitableRelief[2]', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'EquitableRelief'}), Document(page_content='10. Non-compete. To the maximum extent permitted by applicable law, during the Term of this Agreement and for a period of one ( 1 ) year thereafter, Caleb Divine may not market software products or do business that directly or indirectly competes with Docugami software products .', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:TheMaximumExtent/docset:Non-compete-section/docset:Non-compete', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'Non-compete'}), Document(page_content='11. Miscellaneous. This Agreement will be governed and construed in accordance with the laws of the State of Washington , excluding its body of law controlling conflict of laws. This Agreement is the complete and exclusive understanding and agreement between the parties regarding the subject matter of this Agreement and supersedes all prior agreements, understandings and communications, oral or written, between the parties regarding the subject matter of this Agreement . If any provision of this Agreement is held invalid or unenforceable by a court of competent jurisdiction, that provision of this Agreement will be enforced to the maximum extent permissible and the other provisions of this Agreement will remain in full force and effect. Neither party may assign this Agreement , in whole or in part, by operation of law or otherwise, without the other party’s prior written consent, and any attempted assignment without such consent will be void. This Agreement may be executed in counterparts, each of which will be deemed an original, but all of which together will constitute one and the same instrument.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:MutualNon-disclosure/docset:MUTUALNON-DISCLOSUREAGREEMENT-section/docset:MUTUALNON-DISCLOSUREAGREEMENT/docset:Consideration/docset:Purposes/docset:Accordance/docset:Miscellaneous-section/docset:Miscellaneous', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'div', 'tag': 'Miscellaneous'}), Document(page_content='[SIGNATURE PAGE FOLLOWS] IN WITNESS WHEREOF, the parties hereto have executed this Mutual Non-Disclosure Agreement by their duly authorized officers or representatives as of the date first set forth above.', metadata={'xpath': '/docset:MutualNon-disclosure/docset:Witness/docset:TheParties/docset:TheParties', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': 'p', 'tag': 'TheParties'}), Document(page_content='DOCUGAMI INC . : \n\n Caleb Divine : \n\n Signature: Signature: Name: \n\n Jean Paoli Name: Title: \n\n CEO Title:', metadata={'xpath': '/docset:MutualNon-disclosure/docset:Witness/docset:TheParties/docset:DocugamiInc/docset:DocugamiInc/xhtml:table', 'id': '43rj0ds7s0ur', 'name': 'NDA simple layout.docx', 'structure': '', 'tag': 'table'})]

每个 Document（实际上是 PDF、DOC 或 DOCX 的一个片段）的 metadata 包含一些有用的附加信息：

**id 和 name：**文档（PDF、DOC 或 DOCX）的 ID 和名称，该片段来自 Docugami 中的哪个文件。
**xpath：**文档的 XML 表示中，片段所对应的 XPath。可用于直接引用文档 XML 中的实际片段。
**structure：**片段的结构属性，例如 h1、h2、div、table、td 等。如果需要，调用方可根据需要过滤掉某些类型的片段。
**tag：**片段的语义标签，使用各种生成和提取技术生成。详细信息请参见：https://github.com/docugami/DFM-benchmarks

基本用法：用于文档质量评估的 Docugami 加载器

您可以像标准加载器一样使用 Docugami 加载器进行文档质量评估，只不过 Docugami 加载器提供了更好的片段，可以更好地遵循文档的自然轮廓。有许多关于如何做文档质量评估的优秀教程，例如这个教程open in new window。我们可以使用相同的代码，但是使用 DocugamiLoader 来进行更好的片段划分，而不是直接加载文本或 PDF 文件并使用基本的切分技术。

!poetry run pip -q install openai tiktoken chromadb

from langchain.schema import Document
from langchain.vectorstores import Chroma
from langchain.embeddings import OpenAIEmbeddings
from langchain.llms import OpenAI
from langchain.chains import RetrievalQA

# 对于本示例，我们已经有了一组租赁文件的处理过的文档集
loader = DocugamiLoader(docset_id="wh2kned25uqm")
documents = loader.load()

加载器返回的文档已经被划分好，因此我们不需要使用文本切分器。可以选择使用每个文档上的元数据，例如结构或标签属性，进行任何我们想要的后处理。

我们将直接使用 DocugamiLoader 的输出，按照通常的方式设置一个检索 QA 链。

embedding = OpenAIEmbeddings()
vectordb = Chroma.from_documents(documents=documents, embedding=embedding)
retriever = vectordb.as_retriever()
qa_chain = RetrievalQA.from_chain_type(
    llm=OpenAI(), chain_type="stuff", retriever=retriever, return_source_documents=True
)

使用嵌入的 DuckDB 而无需持久化：数据将是短暂的

# Try out the retriever with an example query
qa_chain("What can tenants do with signage on their properties?")

{'query': 'What can tenants do with signage on their properties?', 'result': ' Tenants may place signs (digital or otherwise) or other form of identification on the premises after receiving written permission from the landlord which shall not be unreasonably withheld. The tenant is responsible for any damage caused to the premises and must conform to any applicable laws, ordinances, etc. governing the same. The tenant must also remove and clean any window or glass identification promptly upon vacating the premises.', 'source_documents': [Document(page_content='ARTICLE VI SIGNAGE 6.01 Signage . Tenant may place or attach to the Premises signs (digital or otherwise) or other such identification as needed after receiving written permission from the Landlord , which permission shall not be unreasonably withheld. Any damage caused to the Premises by the Tenant ’s erecting or removing such signs shall be repaired promptly by the Tenant at the Tenant ’s expense . Any signs or other form of identification allowed must conform to all applicable laws, ordinances, etc. governing the same. Tenant also agrees to have any window or glass identification completely removed and cleaned at its expense promptly upon vacating the Premises.', metadata={'xpath': '/docset:OFFICELEASEAGREEMENT-section/docset:OFFICELEASEAGREEMENT/docset:Article/docset:ARTICLEVISIGNAGE-section/docset:_601Signage-section/docset:_601Signage', 'id': 'v1bvgaozfkak', 'name': 'TruTone Lane 2.docx', 'structure': 'div', 'tag': '_601Signage', 'Landlord': 'BUBBA CENTER PARTNERSHIP', 'Tenant': 'Truetone Lane LLC'}), Document(page_content='Signage. Tenant may place or attach to the Premises signs (digital or otherwise) or other such identification as needed after receiving written permission from the Landlord , which permission shall not be unreasonably withheld. Any damage caused to the Premises by the Tenant ’s erecting or removing such signs shall be repaired promptly by the Tenant at the Tenant ’s expense . Any signs or other form of identification allowed must conform to all applicable laws, ordinances, etc. governing the same. Tenant also agrees to have any window or glass identification completely removed and cleaned at its expense promptly upon vacating the Premises. \n\n ARTICLE VII UTILITIES 7.01', metadata={'xpath': '/docset:OFFICELEASEAGREEMENT-section/docset:OFFICELEASEAGREEMENT/docset:ThisOFFICELEASEAGREEMENTThis/docset:ArticleIBasic/docset:ArticleIiiUseAndCareOf/docset:ARTICLEIIIUSEANDCAREOFPREMISES-section/docset:ARTICLEIIIUSEANDCAREOFPREMISES/docset:NoOtherPurposes/docset:TenantsResponsibility/dg:chunk', 'id': 'g2fvhekmltza', 'name': 'TruTone Lane 6.pdf', 'structure': 'lim', 'tag': 'chunk', 'Landlord': 'GLORY ROAD LLC', 'Tenant': 'Truetone Lane LLC'}), Document(page_content='Landlord , its agents, servants, employees, licensees, invitees, and contractors during the last year of the term of this Lease at any and all times during regular business hours, after 24 hour notice to tenant, to pass and repass on and through the Premises, or such portion thereof as may be necessary, in order that they or any of them may gain access to the Premises for the purpose of showing the Premises to potential new tenants or real estate brokers. In addition, Landlord shall be entitled to place a "FOR RENT " or "FOR LEASE" sign (not exceeding 8.5 ” x 11 ”) in the front window of the Premises during the last six months of the term of this Lease .', metadata={'xpath': '/docset:Rider/docset:RIDERTOLEASE-section/docset:RIDERTOLEASE/docset:FixedRent/docset:TermYearPeriod/docset:Lease/docset:_42FLandlordSAccess-section/docset:_42FLandlordSAccess/docset:LandlordsRights/docset:Landlord', 'id': 'omvs4mysdk6b', 'name': 'TruTone Lane 1.docx', 'structure': 'p', 'tag': 'Landlord', 'Landlord': 'BIRCH STREET , LLC', 'Tenant': 'Trutone Lane LLC'}), Document(page_content="24. SIGNS . No signage shall be placed by Tenant on any portion of the Project . However, Tenant shall be permitted to place a sign bearing its name in a location approved by Landlord near the entrance to the Premises (at Tenant's cost ) and will be furnished a single listing of its name in the Building's directory (at Landlord 's cost ), all in accordance with the criteria adopted from time to time by Landlord for the Project . Any changes or additional listings in the directory shall be furnished (subject to availability of space) for the then Building Standard charge .", metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCreditTheRentCredit-section/docset:GrossRentCreditTheRentCredit/docset:Period/docset:ApplicableSalesTax/docset:PercentageRent/docset:TheTerms/docset:Indemnification/docset:INDEMNIFICATION-section/docset:INDEMNIFICATION/docset:Waiver/docset:Waiver/docset:Signs/docset:SIGNS-section/docset:SIGNS', 'id': 'qkn9cyqsiuch', 'name': 'Shorebucks LLC_AZ.pdf', 'structure': 'div', 'tag': 'SIGNS', 'Landlord': 'Menlo Group', 'Tenant': 'Shorebucks LLC'})]}

使用 Docugami 为片段添加元数据以实现高准确性的文档质量评估

大型文档的一个问题是，您的问题的正确答案可能取决于文档中相距较远的片段。即使使用重叠，典型的分块技术也难以为 LLM 提供足够的上下文来回答这类问题。在即将到来的非常大上下文 LLM 中，可能可以将许多令牌，甚至整个文档，放入上下文中，但在非常长的文档或大量文档的情况下，仍然会遇到限制。

例如，如果我们提出一个更复杂的问题，需要 LLM 从文档的不同部分提取片段来回答，即使是 OpenAI 强大的 LLM 也无法正确回答。

chain_response = qa_chain("What is rentable area for the property owned by DHA Group?")
chain_response["result"]  # 正确答案应为 13,500

' 9,753 square feet'

一开始看，答案似乎合理，但是如果仔细查看此答案的源片段，您会发现文档的分块并没有将房东姓名和可出租面积放在同一上下文中，因为它们在文档中相距较远。因此，检索器最终会找到来自其他与 Menlo Group 房东无关的文档的不相关片段。该房东恰好在文件 Shorebucks LLC_NJ.pdf 的第一页中提到，虽然链条使用的一个源片段确实来自包含正确答案（13,500）的那个文档，但还包括来自不同文档的其他源片段，因此答案是错误的。

chain_response["source_documents"]

[Document(page_content='1.1 Landlord . DHA Group , a Delaware limited liability company authorized to transact business in New Jersey .', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:TheTerms/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:DhaGroup/docset:DhaGroup/docset:DhaGroup/docset:Landlord-section/docset:DhaGroup', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'DhaGroup', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content='WITNESSES: LANDLORD: DHA Group , a Delaware limited liability company', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCreditTheRentCredit-section/docset:GrossRentCreditTheRentCredit/docset:Guaranty-section/docset:Guaranty[2]/docset:SIGNATURESONNEXTPAGE-section/docset:INWITNESSWHEREOF-section/docset:INWITNESSWHEREOF/docset:Behalf/docset:Witnesses/xhtml:table/xhtml:tbody/xhtml:tr[3]/xhtml:td[2]/docset:DhaGroup', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'p', 'tag': 'DhaGroup', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content="1.16 Landlord 's Notice Address . DHA Group , Suite 1010 , 111 Bauer Dr , Oakland , New Jersey , 07436 , with a copy to the Building Management Office at the Project , Attention: On - Site Property Manager .", metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCreditTheRentCredit-section/docset:GrossRentCreditTheRentCredit/docset:Period/docset:ApplicableSalesTax/docset:PercentageRent/docset:PercentageRent/docset:NoticeAddress[2]/docset:LandlordsNoticeAddress-section/docset:LandlordsNoticeAddress[2]', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'LandlordsNoticeAddress', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content='1.6 Rentable Area of the Premises. 9,753 square feet . This square footage figure includes an add-on factor for Common Areas in the Building and has been agreed upon by the parties as final and correct and is not subject to challenge or dispute by either party.', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:TheTerms/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:PerryBlair/docset:PerryBlair/docset:Premises[2]/docset:RentableAreaofthePremises-section/docset:RentableAreaofthePremises', 'id': 'dsyfhh4vpeyf', 'name': 'Shorebucks LLC_CO.pdf', 'structure': 'div', 'tag': 'RentableAreaofthePremises', 'Landlord': 'Perry & Blair LLC', 'Tenant': 'Shorebucks LLC'})]

在这种情况下，Docugami可以提供帮助。如果用户已经使用了Docugami，片段将使用不同的技术创建附加的元数据。以后还会添加更多的技术方法。

具体来说，让我们查看通过Docugami返回的文档上的附加元数据，这些元数据以一些简单的键值对的形式出现在所有文本片段上：

loader = DocugamiLoader(docset_id="wh2kned25uqm")
documents = loader.load()
documents[0].metadata

    {'xpath': '/docset:OFFICELEASEAGREEMENT-section/docset:OFFICELEASEAGREEMENT/docset:ThisOfficeLeaseAgreement',
     'id': 'v1bvgaozfkak',
     'name': 'TruTone Lane 2.docx',
     'structure': 'p',
     'tag': 'ThisOfficeLeaseAgreement',
     'Landlord': 'BUBBA CENTER PARTNERSHIP',
     'Tenant': 'Truetone Lane LLC'}

我们可以使用一个自查询检索器来提高查询准确性，利用这些附加的元数据：self-querying retriever。

from langchain.chains.query_constructor.schema import AttributeInfo
from langchain.retrievers.self_query.base import SelfQueryRetriever

EXCLUDE_KEYS = ["id", "xpath", "structure"]
metadata_field_info = [
    AttributeInfo(
        name=key,
        description=f"The {key} for this chunk",
        type="string",
    )
    for key in documents[0].metadata
    if key.lower() not in EXCLUDE_KEYS
]


document_content_description = "Contents of this chunk"
llm = OpenAI(temperature=0)
vectordb = Chroma.from_documents(documents=documents, embedding=embedding)
retriever = SelfQueryRetriever.from_llm(
    llm, vectordb, document_content_description, metadata_field_info, verbose=True
)
qa_chain = RetrievalQA.from_chain_type(
    llm=OpenAI(), chain_type="stuff", retriever=retriever, return_source_documents=True
)

Using embedded DuckDB without persistence: data will be transient

让我们再次运行相同的问题。由于所有的块都带有元数据键值对，这些键值对携带了与文档相关的关键信息，即使这些信息在物理上与用于生成答案的源块非常远，它仍然返回正确的结果。

qa_chain("What is rentable area for the property owned by DHA Group?")

query='rentable area' filter=Comparison(comparator=<Comparator.EQ: 'eq'>, attribute='Landlord', value='DHA Group')

{'query': 'What is rentable area for the property owned by DHA Group?', 'result': ' 13,500 square feet.', 'source_documents': [Document(page_content='1.1 Landlord . DHA Group , a Delaware limited liability company authorized to transact business in New Jersey .', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:TheTerms/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:DhaGroup/docset:DhaGroup/docset:DhaGroup/docset:Landlord-section/docset:DhaGroup', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'DhaGroup', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content='WITNESSES: LANDLORD: DHA Group , a Delaware limited liability company', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCreditTheRentCredit-section/docset:GrossRentCreditTheRentCredit/docset:Guaranty-section/docset:Guaranty[2]/docset:SIGNATURESONNEXTPAGE-section/docset:INWITNESSWHEREOF-section/docset:INWITNESSWHEREOF/docset:Behalf/docset:Witnesses/xhtml:table/xhtml:tbody/xhtml:tr[3]/xhtml:td[2]/docset:DhaGroup', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'p', 'tag': 'DhaGroup', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content="1.16 Landlord 's Notice Address . DHA Group , Suite 1010 , 111 Bauer Dr , Oakland , New Jersey , 07436 , with a copy to the Building Management Office at the Project , Attention: On - Site Property Manager .", metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:GrossRentCreditTheRentCredit-section/docset:GrossRentCreditTheRentCredit/docset:Period/docset:ApplicableSalesTax/docset:PercentageRent/docset:PercentageRent/docset:NoticeAddress[2]/docset:LandlordsNoticeAddress-section/docset:LandlordsNoticeAddress[2]', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'LandlordsNoticeAddress', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'}), Document(page_content='1.6 Rentable Area of the Premises. 13,500 square feet . This square footage figure includes an add-on factor for Common Areas in the Building and has been agreed upon by the parties as final and correct and is not subject to challenge or dispute by either party.', metadata={'xpath': '/docset:OFFICELEASE-section/docset:OFFICELEASE/docset:THISOFFICELEASE/docset:WITNESSETH-section/docset:WITNESSETH/docset:TheTerms/dg:chunk/docset:BasicLeaseInformation/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS-section/docset:BASICLEASEINFORMATIONANDDEFINEDTERMS/docset:DhaGroup/docset:DhaGroup/docset:Premises[2]/docset:RentableAreaofthePremises-section/docset:RentableAreaofthePremises', 'id': 'md8rieecquyv', 'name': 'Shorebucks LLC_NJ.pdf', 'structure': 'div', 'tag': 'RentableAreaofthePremises', 'Landlord': 'DHA Group', 'Tenant': 'Shorebucks LLC'})]}

这次答案是正确的，因为自查询检索器在元数据的房东属性上创建了一个过滤器，正确地筛选出了特定关于DHA Group房东的文档。生成的源块都与这个房东相关，即使正确答案所在的具体块中并没有直接提到房东。这样做可以提高答案的准确性。

# Docugami

# 先决条件

# 快速入门

# 与其他分块技术的优势