Document Snapshot

This data model provides a concise overview of any given document. It extracts key pieces of information like a brief summary, important individuals mentioned, relevant organizations or companies, and significant dates referenced within the text. This allows users to quickly grasp the main points and entities involved in a document without reading it in its entirety.

Field name	Type	Description
summary	string	A concise descriptive summary of the contents of the document (maximum two sentences).
key_persons	array	A list of key individuals identified in the document.
person_name	string	The name of the person.
description	string	A brief description or context of the person's importance or role within the document.
key_organizations	array	A list of key organizations or businesses identified in the document (e.g., issuer, signatory company).
organization_name	string	The name of the organization.
description	string	A brief description or context of the organization's importance or role within the document.
key_dates	array	A list of important dates mentioned in the document along with their descriptions. Dates can be years (YYYY), month-year (YYYY-MM), or full dates (YYYY-MM-DD).
date_value	string	The important date extracted from the document (formatted as YYYY, YYYY-MM, or YYYY-MM-DD).
description	string	A brief description of the date's significance within the document.

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "title": "Document Snapshot",
  "description": "Provides a high-level overview of the key information present in a document, including a summary, key persons, organizations, and dates.",
  "type": "object",
  "properties": {
    "summary": {
      "type": "string",
      "description": "A concise descriptive summary of the contents of the document (maximum two sentences)."
    },
    "key_persons": {
      "type": "array",
      "description": "A list of key individuals identified in the document.",
      "items": {
        "type": "object",
        "properties": {
          "person_name": {
            "type": "string",
            "description": "The name of the person."
          },
          "description": {
            "type": "string",
            "description": "A brief description or context of the person's importance or role within the document."
          }
        }
      }
    },
    "key_organizations": {
      "type": "array",
      "description": "A list of key organizations or businesses identified in the document (e.g., issuer, signatory company).",
      "items": {
        "type": "object",
        "properties": {
          "organization_name": {
            "type": "string",
            "description": "The name of the organization."
          },
          "description": {
            "type": "string",
            "description": "A brief description or context of the organization's importance or role within the document."
          }
        }
      }
    },
    "key_dates": {
      "type": "array",
      "description": "A list of important dates mentioned in the document along with their descriptions. Dates can be years (YYYY), month-year (YYYY-MM), or full dates (YYYY-MM-DD).",
      "items": {
        "type": "object",
        "properties": {
          "date_value": {
            "type": "string",
            "description": "The important date extracted from the document (formatted as YYYY, YYYY-MM, or YYYY-MM-DD)."
          },
          "description": {
            "type": "string",
            "description": "A brief description of the date's significance within the document."
          }
        }
      }
    }
  }
}

{
  "summary": "This contract outlines the service agreement between Tech Solutions Inc. and Global Corp for software development services starting January 2024. Key deliverables and payment terms are specified.",
  "key_persons": [
    {
      "person_name": "Alice Wonderland",
      "description": "Project Manager for Tech Solutions Inc."
    },
    {
      "person_name": "Bob The Builder",
      "description": "Lead Developer assigned to the project."
    },
    {
      "person_name": "Charlie Chaplin",
      "description": "Contract signatory for Global Corp."
    }
  ],
  "key_organizations": [
    {
      "organization_name": "Tech Solutions Inc.",
      "description": "Service provider for software development."
    },
    {
      "organization_name": "Global Corp.",
      "description": "Client receiving software development services."
    }
  ],
  "key_dates": [
    {
      "date_value": "2023-11-15",
      "description": "Date the contract was signed."
    },
    {
      "date_value": "2024-01-01",
      "description": "Start date of the service agreement."
    },
    {
      "date_value": "2024-12-31",
      "description": "End date of the initial contract term."
    },
    {
      "date_value": "2024-06",
      "description": "Target month for first major deliverable."
    }
  ]
}

Field Notes

summary: Should be concise, ideally one or two sentences.
key_persons: The list should contain only the most important individuals relevant to the document's context. Maximum of 10 entries.
key_organizations: The list should contain only the most important organizations relevant to the document's context. Maximum of 10 entries.
key_dates: Dates must be formatted as YYYY, YYYY-MM, or YYYY-MM-DD. The list should contain only the most significant dates. Maximum of 10 entries.