# Before you start

## Scoping questions for Metamaze

Before you can start with creating a Metamaze project, you need to have a clear view of what the process is that you want to automate and how. Specifically, an answer is needed to the following questions

| Decision                                                                                                                   | Typical options                                                                                                                                                                                                 |
| -------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>How many document types are there? Is there an exhaustive list available?</p><p>Is document type prediction needed?</p> | <p></p><ul><li>Not needed because there only is one type of document</li><li>Not needed because we already know the incoming document type</li><li>Is needed</li></ul>                                          |
| Does text information need to be extracted with entity extraction?                                                         | <ul><li>If yes, see section on data requirements for entity extraction</li></ul>                                                                                                                                |
| Are image detection models needed?                                                                                         | <ul><li>Needed but only standard objects like signatures, stamps, handwriting, "gelezen en goedgekeurd", ...</li><li>Needed with custom detection models => contact Metamaze at <support@metamaze.eu></li></ul> |
| Which type of page management is needed?                                                                                   | <p></p><ul><li>Each file is exactly one document</li><li>Splitting and merging files into documents</li></ul>                                                                                                   |
| How will the documents be sent to Metamaze? Where should the results be sent to?                                           | <ul><li>Standard API</li><li>E-mail integration</li><li>Custom API => technical scoping needed with Metamaze Engineer</li><li>Custom integration => technical scoping needed with Metamaze Engineer</li></ul>   |
| Which languages are in scope?                                                                                              |                                                                                                                                                                                                                 |
| Do you have annotated data? Describe the format and size of the data you have.                                             |                                                                                                                                                                                                                 |

### What to prepare for a scoping meeting

To prepare for a scoping meeting, it helps to bring an overview of

* List of all document types that you need to extract
* Per document type, a list of entities (fields) you want to extract.&#x20;
* Per entity, basic information like
  * Required?
  * Minimum number of occurrences
  * Maximum number of unique occurrences
  * Parsing / standardisation required?
* Annotated examples of all document types and entities. Preferably a couple of examples per document type is needed to estimate diversity.&#x20;


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