Information Extraction
complete
D
Dace DeKruif, CFP®
When adding new households, the information extraction is hit or miss. Sometimes it easily pulls in the client information, sometimes when you click the button to complete extraction it doesn't bring in any information, sometimes it brings in bits and pieces of information. Seems to be hit or miss in adding income and expenses, calculated a child's age incorrectly, etc.
Taylor Stewart
marked this post as
complete
We've made changes to the internal prompting to greatly improve accuracy. We've also added the ability to add instructions both when initially extracting and in response to the extraction to help you fine tune and get what you want out of it.