April 11, 2024

Leveraging ChatGPT for Document Data Extraction: A Comprehensive Guide

PDF extraction is the process of extracting text, images, or other data from a PDF file. In this article, we explore the current methods of PDF data extraction, their limitations, and how ChatGPT or GPT-4 can be used to perform question-answering tasks for PDF extraction. We also provide a step-by-step guide for implementing GPT-4 for PDF data extraction.

In this article, we discuss:-

– What are the current methods of PDF data extraction and their limitations?

– How to use GPT-4 to query a set of PDF files and find answers to any questions. Specifically, we’ll explore the process of PDF extraction and how it can be used in conjunction with GPT-4 to perform question-answering tasks.

What is PDF extraction?

PDF data extraction is the process of extracting text, images, or other data from a PDF (Portable Document Format) file including invoices, bank statements, loan applications and other types of documents. These files are widely used for sharing and storing documents, but their content is not always easily accessible.

Accessibility and readability of PDF files are very necessary for those who have vision issues or have trouble reading small or blurred text, useful for legal situations, data analysis, and research. Some instances where extraction is required include using text or image content from PDF files in other documents to save time and avoid mistakes.

Afto’s Machine Learning Techniques to extract data from PDFs

Machine Learning (ML) techniques are considered one of the best methods for PDF extraction because it allows for highly accurate text recognition and extraction from PDF files regardless of the file structure. These models can store information of both the `layout` and the `position of the text` keeping in mind the neighboring text too. This helps them to generalize better and learn document structure more efficiently.

GPT-4 (Generative Pre-trained Transformer 4) is a large language model developed by OpenAI that uses deep learning techniques to generate human-like natural language text. It is one of the largest and most powerful language models available, with 175 billion parameters.

Chat-GPT, on the other hand, is a variant of GPT that has been specifically trained for conversational AI applications. It has been fine-tuned on a large dataset of conversational data and can generate human-like responses to user queries. Chat GPT can be used for a variety of applications, including chatbots, customer service, and virtual assistants.

Let’s move forward with the problem statement and look into how can GPT-4 along with ChatGPT helps us to solve the problem of PDF extraction

Problem Statement

The challenge of efficiently extracting specific information from a collection of PDFs is one that many applications and industries encounter regularly. Extracting information from bank statements or tax forms are tough. The old-fashioned way of manually scanning through numerous PDFs takes a lot of time and can produce inaccurate or inconsistent data. Moreover, unstructured data found in PDFs makes it challenging for automated systems to extract the necessary information.

We intend to solve the problem of finding the answer to user’s questions from the PDF with little manual intervention.

Solution

We can use the GPT-4 and its embeddings to our advantage:-

1. Generate document embeddings as well as embeddings for user queries.

2. Identify the document that is the closest to the user’s query and may contain the answers using any similarity method (for example, cosine score), and then,

3. Feed the document and the user’s query to GPT-4 to discover the precise answer.

Implementation

Step 1 : Parse PDF

A: Extract text from the PDF

You can use any of the OCR or ML techniques to extract text from the document

B: Split the text into proper smaller chunks based on structure of the document

Using the coordinate information of Bounding-Box [x0, y0, x2, y2] where x0 and y0 are the top-left coordinates and x2 and y2 are the bottom-right coordinates, you can break the entire text into smaller chunks of certain width and height.

C: Encode those chunks into Embeddings [ either use OpenAI Embeddings or HuggingFace  ]

Step 2 : Storing the vector embeddings in a Vector Database

What is a Vector DB and why is it necessary?

– Vector databases are purpose-built DB to handle the unique structure of vector embeddings. They index vectors for easy search and retrieval by comparing values and finding those that are most similar to one another. Examples include Pinecone and Weaviate.

– This V-DB contains vectors of each chunk snippets and document itself

Step 3 : Search chunk snippet that is relevant to the input query

A: Compute embeddings for user’s query

Use the same technique as mentioned above to compute the embeddings

B: Search chunk embedding vector from the vector database whose embeddings closely match with user query’s embeddings

You could use any of the `similarity search algorithm`.

You could use Semantic Sentence Similarity of sentence transformer library

Step 4 : Ask GPT-4 for answer based on the chunk snippet provided and user query

A: Provide 3 inputs.

Input1 : User query

Input2 : The chunk which closely resembled the query

Input3 : Some Meta-Instructions if any [ System : Answer questions solely based on the information provided in the document ]

B: GPT-4 output’s the answer

Benefits of using GPT4 & ChatGPT APIs?

As we already know since GPT4 is such a powerful LLM which can incorporate a large amount of context with token length of 8,192 and 32,768 tokens, producing very accurate results becomes easier and very fast.

The ChatGPT API seamlessly integrates with any of the programming language which can help us more in the downstream tasks

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