Document Requirements Agent Best Practices

Rule Design Best Practices

• Start Simple: Begin with basic rules and add complexity gradually.

• Be Specific: Use precise language when defining conditions.

• Test Thoroughly: Validate rules with sample scenarios before full implementation.

• Regular Review: Periodically review and update rules as business needs change.

Naming Conventions

Rule Names:

• Use descriptive, meaningful names.

• Include key conditions in the name.

• Follow consistent naming patterns.

• Avoid overly long or complex names.

Examples of Good Rule Names:

• "POD Required - Export Loads - ABC Logistics"

• "Scale Ticket - LA Pickup - All Customers"

• "BOL + Detention Pics - Import Containers"

Maximizing Efficiency

• Standardize Processes: Develop consistent document handling procedures.

• Train Team Members: Ensure all staff understand the system.

• Monitor Performance: Regularly review system metrics and feedback.

• Continuous Improvement: Refine rules based on operational experience.

Optimization Strategies

• Rule Hierarchy: Understand how rule precedence works.

• Condition Specificity: Use the most specific conditions possible.

• Regular Maintenance: Keep rules updated as business needs change.

• Performance Monitoring: Watch for bottlenecks and optimization opportunities.