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Master Instructions

Master instructions are workspace-level directives that guide the AI extraction pipeline across all schemas and document types. Use them to enforce formatting conventions, define domain-specific terminology, or set extraction preferences that apply globally. Master instructions are injected into the Agent phase and influence how the pipeline interprets ambiguous fields and edge cases.

Related

Field Tier System
Prioritizing fields during extraction.
Phase 2: Agent
AI field extraction where instructions apply.
User Templates
Per-schema extraction definitions.
Validation Checks
Quality rules for extracted data.