Wednesday, October 15, 2025

An Unbiased Evaluate of Snowflake’s Doc AI


As information , we’re comfy with tabular information…

Tabular information. Picture by Creator.

We are able to additionally deal with phrases, json, xml feeds, and footage of cats. However what a few cardboard field stuffed with issues like this?

(Picture by Annie Spratt, Unsplash)

The data on this receipt needs so badly to be in a tabular database someplace. Wouldn’t it’s nice if we might scan all these, run them by way of an LLM, and save the ends in a desk?

Fortunate for us, we stay within the period of Doc Ai. Doc AI combines OCR with LLMs and permits us to construct a bridge between the paper world and the digital database world.

All the main cloud distributors have some model of this…

Right here I’ll share my ideas on Snowflake’s Doc AI. Except for utilizing Snowflake at work, I’ve no affiliation with Snowflake. They didn’t fee me to put in writing this piece and I’m not a part of any ambassador program. All of that’s to say I can write an unbiased evaluation of Snowflake’s Doc AI.


What’s Doc AI? 

Doc AI permits customers to rapidly extract data from digital paperwork. After we say “paperwork” we imply footage with phrases. Don’t confuse this with area of interest NoSQL issues.

The product combines OCR and LLM fashions so {that a} consumer can create a set of prompts and execute these prompts in opposition to a big assortment of paperwork unexpectedly.

Snowflake’s Doc AI on a (scrubbed) resume. Picture by creator.

LLMs and OCR each have room for error. Snowflake solved this by (1) banging their heads in opposition to OCR till it’s sharp — I see you, Snowflake developer — and (2) letting me fine-tune my LLM. 

Nice-tuning the Snowflake LLM feels much more like glamping than some rugged outside journey. I evaluation 20+ paperwork, hit the “prepare mannequin” button, then rinse and repeat till efficiency is passable. Am I even an information scientist anymore?

As soon as the mannequin is educated, I can run my prompts on 1000 paperwork at a time. I like to save lots of the outcomes to a desk however you may do no matter you need with the outcomes actual time.


Why does it matter? 

This product is cool for a number of causes.

  • You possibly can construct a bridge between the paper and digital world. I by no means thought the massive field of paper invoices underneath my desk would make it into my cloud information warehouse, however now it could actually.  Scan the paper bill, add it to snowflake, run my Doc AI mannequin, and wham! I’ve my desired data parsed right into a tidy desk.
  • It’s frighteningly handy to invoke a machine-learning mannequin by way of SQL. Why didn’t we consider this sooner? In a outdated instances this was just a few hundred of traces of code to load the uncooked information (SQL >> python/spark/and so forth.), clear it, engineer options, prepare/check cut up, prepare a mannequin, make predictions, after which usually write the predictions again into SQL. 
  • To construct this in-house could be a serious enterprise. Sure, OCR has been round a very long time however can nonetheless be finicky. Nice-tuning an LLM clearly hasn’t been round too lengthy, however is getting simpler by the week. To piece these collectively in a means that achieves excessive accuracy for a wide range of paperwork might take a very long time to hack by yourself. Months of months of polish.

In fact some parts are nonetheless inbuilt home. As soon as I extract data from the doc I’ve to determine what to do with that data. That’s comparatively fast work, although.


Our Use Case — Convey on Flu Season:

I work at an organization referred to as IntelyCare. We function within the healthcare staffing house, which implies we assist hospitals, nursing properties, and rehab facilities discover high quality clinicians for particular person shifts, prolonged contracts, or full-time/part-time engagements. 

A lot of our services require clinicians to have an up-to-date flu shot. Final yr, our clinicians submitted over 10,000 flu pictures along with lots of of hundreds of different paperwork. We manually reviewed all of those manually to make sure validity. A part of the enjoyment of working within the healthcare staffing world!

Spoiler Alert: Utilizing Doc AI, we have been in a position to cut back the variety of flu-shot paperwork needing guide evaluation by ~50% and all in simply a few weeks.

To tug this off, we did the next:

  • Uploaded a pile of flu-shot paperwork to snowflake.
  • Massaged the prompts, educated the mannequin, massaged the prompts some extra, retrained the mannequin some extra… 
  • Constructed out the logic to check the mannequin output in opposition to the clinician’s profile (e.g. do the names match?). Undoubtedly some trial and error right here with formatting names, dates, and so forth.
  • Constructed out the “determination logic” to both approve the doc or ship it again to the people.
  • Examined the total pipeline on larger pile of manually reviewed paperwork. Took an in depth take a look at any false positives.
  • Repeated till our confusion matrix was passable.

For this challenge, false positives pose a enterprise threat. We don’t need to approve a doc that’s expired or lacking key data. We saved iterating till the false-positive charge hit zero. We’ll have some false positives ultimately, however fewer than what we’ve now with a human evaluation course of.

False negatives, nonetheless, are innocent. If our pipeline doesn’t like a flu shot, it merely routes the doc to the human staff for evaluation. In the event that they go on to approve the doc, it’s enterprise as standard.

The mannequin does properly with the clear/straightforward paperwork, which account for ~50% of all flu pictures. If it’s messy or complicated, it goes again to the people as earlier than. 


Issues we realized alongside the best way

  1. The mannequin does finest at studying the doc, not making choices or doing math primarily based on the doc.

Initially, our prompts tried to find out validity of the doc.

Unhealthy: Is the doc already expired?

We discovered it far simpler to restrict our prompts to questions that might be answered by trying on the doc. The LLM doesn’t decide something. It simply grabs the related information factors off the web page.

Good: What’s the expiration date? 

Save the outcomes and do the mathematics downstream.

  1. You continue to have to be considerate about coaching information

We had just a few duplicate flu pictures from one clinician in our coaching information. Name this clinician Ben. One in all our prompts was, “what’s the affected person’s identify?” As a result of “Ben” was within the coaching information a number of instances, any remotely unclear doc would return with “Ben” because the affected person identify.

So overfitting remains to be a factor. Over/underneath sampling remains to be a factor. We tried once more with a extra considerate assortment of coaching paperwork and issues did a lot better.

Doc AI is fairly magical, however not that magical. Fundamentals nonetheless matter.

  1. The mannequin might be fooled by writing on a serviette.

To my information, Snowflake doesn’t have a solution to render the doc picture as an embedding. You possibly can create an embedding from the extracted textual content, however that gained’t let you know if the textual content was written by hand or not. So long as the textual content is legitimate, the mannequin and downstream logic will give it a inexperienced mild.

You might repair this beautiful simply by evaluating picture embeddings of submitted paperwork to the embeddings of accepted paperwork. Any doc with an embedding means out in left subject is distributed again for human evaluation. That is simple work, however you’ll must do it outdoors Snowflake for now. 

  1. Not as costly as I used to be anticipating 

Snowflake has a status of being spendy. And for HIPAA compliance issues we run a higher-tier Snowflake account for this challenge. I have a tendency to fret about working up a Snowflake tab.

Ultimately we needed to attempt additional laborious to spend greater than $100/week whereas coaching the mannequin. We ran hundreds of paperwork by way of the mannequin each few days to measure its accuracy whereas iterating on the mannequin, however by no means managed to interrupt the finances.

Higher nonetheless, we’re saving cash on the guide evaluation course of. The prices for AI reviewing 1000 paperwork (approves ~500 paperwork) is ~20% of the fee we spend on people reviewing the remaining 500. All in, a 40% discount in prices for reviewing flu-shots.


Summing up

I’ve been impressed with how rapidly we might full a challenge of this scope utilizing Doc AI. We’ve gone from months to days. I give it 4 stars out of 5, and am open to giving it a fifth star if Snowflake ever provides us entry to picture embeddings. 

Since flu pictures, we’ve deployed related fashions for different paperwork with related or higher outcomes. And with all this prep work, as an alternative of dreading the upcoming flu season, we’re able to convey it on.

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