|
| 1 | +# Backboard Learning System |
| 2 | + |
| 3 | +## How Backboard Learns from Your Documents |
| 4 | + |
| 5 | +### 🔄 Automatic Learning (Built-in) |
| 6 | + |
| 7 | +**Every document you upload automatically improves Backboard:** |
| 8 | + |
| 9 | +1. **Knowledge Graph Growth** |
| 10 | + - Each document is indexed in Backboard's knowledge graph |
| 11 | + - Entities (vendors, employers, accounts) are extracted and linked |
| 12 | + - Relationships between documents are established |
| 13 | + |
| 14 | +2. **Pattern Recognition** |
| 15 | + - As you upload more invoices from "Acme Corp", Backboard learns: |
| 16 | + - Typical invoice structure from this vendor |
| 17 | + - Common amounts and payment terms |
| 18 | + - Expected fields and formats |
| 19 | + |
| 20 | +3. **Better RAG Queries** |
| 21 | + - More documents = better context for queries |
| 22 | + - Cross-document consistency checks become more accurate |
| 23 | + - Entity resolution improves (e.g., "Acme" vs "Acme Corp" → same vendor) |
| 24 | + |
| 25 | +--- |
| 26 | + |
| 27 | +## 🎓 Enhanced Learning with Human Corrections |
| 28 | + |
| 29 | +**We've added a feedback loop to accelerate Backboard's learning:** |
| 30 | + |
| 31 | +### When You Submit a Correction |
| 32 | + |
| 33 | +```http |
| 34 | +POST /api/review/{doc_id}/correct |
| 35 | +{ |
| 36 | + "document_id": "uuid", |
| 37 | + "field_name": "vendor_name", |
| 38 | + "original_value": "Acme Crp", // Wrong extraction |
| 39 | + "corrected_value": "Acme Corp" // Correct value |
| 40 | +} |
| 41 | +``` |
| 42 | + |
| 43 | +**What Happens:** |
| 44 | + |
| 45 | +1. **Correction Stored Locally** |
| 46 | + - Saved in learning loop database |
| 47 | + - Used for error clustering |
| 48 | + |
| 49 | +2. **Fed Back to Backboard** ✨ |
| 50 | + - Creates a "corrected version" document in knowledge graph |
| 51 | + - Stores correction metadata |
| 52 | + - Future queries can reference these corrections |
| 53 | + |
| 54 | +3. **Learning Pattern Created** |
| 55 | + - When 3+ similar errors occur, creates a learning example |
| 56 | + - Stored in Backboard as: "Common error pattern for vendor_name" |
| 57 | + |
| 58 | +--- |
| 59 | + |
| 60 | +## 📊 Learning Workflow |
| 61 | + |
| 62 | +``` |
| 63 | +User uploads invoice |
| 64 | + ↓ |
| 65 | +Backboard extracts: "vendor_name": "Acme Crp" (wrong) |
| 66 | + ↓ |
| 67 | +User corrects to: "Acme Corp" |
| 68 | + ↓ |
| 69 | +System stores correction locally |
| 70 | + ↓ |
| 71 | +System creates correction document in Backboard: |
| 72 | + "Document X had vendor_name corrected from 'Acme Crp' to 'Acme Corp'" |
| 73 | + ↓ |
| 74 | +Next time Backboard sees "Acme Crp", it can reference this correction |
| 75 | + ↓ |
| 76 | +After 3+ similar corrections, creates learning pattern: |
| 77 | + "Common mistake: 'Acme Crp' should be 'Acme Corp'" |
| 78 | +``` |
| 79 | + |
| 80 | +--- |
| 81 | + |
| 82 | +## 🔧 API Endpoints |
| 83 | + |
| 84 | +### 1. Submit Correction (Auto-learns) |
| 85 | +```http |
| 86 | +POST /api/review/{doc_id}/correct |
| 87 | +``` |
| 88 | +Automatically feeds correction to Backboard. |
| 89 | + |
| 90 | +### 2. Manual Learning Sync |
| 91 | +```http |
| 92 | +POST /api/admin/learning/sync |
| 93 | +``` |
| 94 | +Manually trigger creation of learning patterns from error clusters. |
| 95 | + |
| 96 | +### 3. View Error Clusters |
| 97 | +```http |
| 98 | +GET /api/review/errors/clusters |
| 99 | +``` |
| 100 | +See which fields have the most corrections. |
| 101 | + |
| 102 | +--- |
| 103 | + |
| 104 | +## 🎯 Benefits |
| 105 | + |
| 106 | +### Immediate Benefits |
| 107 | +- **Cross-document consistency**: Backboard can reference past documents |
| 108 | +- **Entity resolution**: Links "Acme Corp" across 100s of invoices |
| 109 | +- **Contradiction detection**: Finds conflicting information |
| 110 | + |
| 111 | +### Long-term Benefits (with corrections) |
| 112 | +- **Improved accuracy**: Learns from mistakes |
| 113 | +- **Pattern recognition**: Identifies common extraction errors |
| 114 | +- **Self-correction**: Future extractions reference past corrections |
| 115 | + |
| 116 | +--- |
| 117 | + |
| 118 | +## 📈 Example Learning Scenario |
| 119 | + |
| 120 | +**Month 1**: Upload 50 invoices |
| 121 | +- Backboard learns typical invoice structures |
| 122 | +- Builds vendor knowledge graph |
| 123 | + |
| 124 | +**Month 2**: Submit 20 corrections |
| 125 | +- System identifies "vendor_name" has 15 errors |
| 126 | +- Creates learning pattern for this field |
| 127 | +- Stores corrected examples in Backboard |
| 128 | + |
| 129 | +**Month 3**: Upload 50 more invoices |
| 130 | +- Backboard queries reference past corrections |
| 131 | +- Extraction accuracy improves |
| 132 | +- Fewer corrections needed |
| 133 | + |
| 134 | +--- |
| 135 | + |
| 136 | +## 🔄 Retraining Triggers |
| 137 | + |
| 138 | +System automatically triggers retraining when: |
| 139 | +- **100+ corrections** accumulated |
| 140 | +- **Error rate > 10%** |
| 141 | + |
| 142 | +When triggered: |
| 143 | +- Logs warning |
| 144 | +- Creates comprehensive learning examples |
| 145 | +- Syncs all patterns to Backboard |
| 146 | + |
| 147 | +--- |
| 148 | + |
| 149 | +## 💡 Best Practices |
| 150 | + |
| 151 | +1. **Submit corrections promptly** |
| 152 | + - The sooner you correct, the sooner Backboard learns |
| 153 | + |
| 154 | +2. **Review error clusters regularly** |
| 155 | + - `GET /api/review/errors/clusters` |
| 156 | + - Focus on high-frequency errors |
| 157 | + |
| 158 | +3. **Manually sync learning patterns** |
| 159 | + - `POST /api/admin/learning/sync` |
| 160 | + - Run weekly or after major correction batches |
| 161 | + |
| 162 | +4. **Monitor dashboard metrics** |
| 163 | + - `GET /api/dashboard/metrics` |
| 164 | + - Track accuracy improvements over time |
| 165 | + |
| 166 | +--- |
| 167 | + |
| 168 | +## 🚀 Future Enhancements |
| 169 | + |
| 170 | +- **Active learning**: Backboard requests clarification on low-confidence extractions |
| 171 | +- **Transfer learning**: Apply patterns from one document type to similar types |
| 172 | +- **Automated retraining**: Trigger Backboard model updates based on corrections |
0 commit comments