How do I handle proposal documents where wording changes between senders?

Direct answer

Proposal documents often express the same underlying fact with different wording, section titles, or sentence structure. A rigid keyword or coordinate approach will miss those variations.

AI extraction works better when each field is defined by meaning, with examples and instructions for how to handle common phrasing differences.

What to configure

Define the business concept for each field, not just the exact label. For example, outstanding finance, remaining balance, amount owed, and credit left to pay may all point to the same target field depending on the document.

Use validation and review for values that are inferred from narrative text or appear in multiple places.

How Lido helps

Lido lets teams define extraction columns and instructions that are based on the desired output, then review and validate results before export.

That helps teams support sender wording changes without manually rebuilding every layout.

Example workflow

1. Describe each extraction field by its business meaning.
2. Add examples of different wording senders may use.
3. Flag conflicting or ambiguous values for review.
4. Update instructions when recurring wording variations appear.