Bank transaction categorization to chart of accounts
Judges: one bank feed line (payee+memo) plus chart of accounts. Questions: choice:account - supplied account list|insufficient_context. Action: Auto-post confident rules; uncertain to the bookkeeper queue; learn payee rules from confirmations.
AA clean typed decision (yes/no, a pick from a list, or a level on a scale) that is concrete, repeats routinely, and has meaningful value.4.43
Key facts
- Vertical
- Finance & insurance
- Function
- Legal & finance
- Status
- Idea
- Volume
- routine
- Value
- meaningful
- Risk
- moderate
- Evidence
- —
- Flags
- None
Build this with a classifier
Define a typed decision with a bounded answer, then evaluate it on examples.
{
"decision_type": "choice",
"question": "Does this input match the decision in “Bank transaction categorization to chart of accounts”?",
"input": "<input to classify>",
"output": "one label from a fixed list"
}Related use cases
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