| --- |
| license: cc-by-4.0 |
| task_categories: |
| - text-classification |
| language: |
| - en |
| tags: |
| - legal |
| - insurance |
| - contracts |
| - merger-agreements |
| - corporate-records |
| - correspondence |
| - document-classification |
| - evaluation |
| - llm-mailroom |
| pretty_name: "Docclass Pilot Sample (stratified type x subtype slice of docclass-merged v5)" |
| size_categories: |
| - n<1K |
| configs: |
| - config_name: default |
| data_files: |
| - split: train |
| path: parquet/default/train/train-*.parquet |
| - split: test |
| path: parquet/default/test/test-*.parquet |
| - config_name: ground_truth |
| data_files: |
| - split: train |
| path: parquet/ground_truth/train/train-*.parquet |
| - split: test |
| path: parquet/ground_truth/test/test-*.parquet |
| --- |
| |
| # Docclass Pilot Sample |
|
|
| Deterministic stratified pilot slice of |
| [Lucius-Morningstar/docclass-merged](https://huggingface.co/datasets/Lucius-Morningstar/docclass-merged) **v5** |
| (KANBAN-084, built 2026-08-24): every doc type and every subclass stratum |
| present in the parent contributes at least one row; each stratum contributes |
| at most `3` rows, selected by ascending sha256(filename) within the |
| stratum (content-addressed order — decorrelated from the md5-keyed family |
| split rule; rebuilds are byte-identical). |
|
|
| ## Coverage |
|
|
| | doc_type | rows | subclasses covered | |
| |---|---:|---| |
| | `contract` | 78 | 26 (Affiliate_Agreements, Agency Agreements, Co_Branding, Collaboration, Consulting Agreements, Development, Distributor, Endorsement, Franchise, Hosting, IP, Joint Venture, Joint Venture _ Filing, License_Agreements, Maintenance, Manufacturing, Marketing, Non_Compete_Non_Solicit, Outsourcing, Promotion, Reseller, Service, Sponsorship, Strategic Alliance, Supply, Transportation) | |
| | `corporate_record` | 11 | 5 (articles_of_incorporation, bylaws, other, powers_of_attorney, rights_instrument) | |
| | `correspondence` | 24 | 8 (attorney_demand, demand, email, letter, meeting_request, memo, notice, press_release) | |
| | `insurance_claim` | 12 | 4 (carrier, inpatient, outpatient, pde) | |
| | `merger_agreement` | 13 | 5 (all_cash, all_stock, mixed_cash_stock, mixed_cash_stock_election, other) | |
| |
| Total: **138 rows** across 48 subclass strata / 5 doc types (100% of strata present in the parent). |
| |
| ## Configs (KANBAN-079 separation-of-concerns doctrine) |
| |
| * **default** (blind): `filename`, `doc_text`, `prompt`, `metadata`. What the |
| Mailroom pipeline agents see. ZERO answer-key columns. |
| * **ground_truth**: `filename` + `expected` (doc_type) + `expected_subclass` |
| + promoted GT fields — the six legacy enrichment keys plus the 13 |
| `InsuranceClaimExtraction` keys for the insurance_claim rows (null on other |
| classes). Join 1:1 on `filename`; scorers use standard split joins. |
| |
| ```python |
| from datasets import load_dataset |
| blind = load_dataset("Lucius-Morningstar/docclass-pilot", "default") |
| keys = load_dataset("Lucius-Morningstar/docclass-pilot", "ground_truth") |
| ``` |
| |
| This is separation of concerns, NOT encryption — the Hub is public; anyone |
| may load the ground_truth config explicitly. |
| |
| ## Provenance |
| |
| * Parent: [Lucius-Morningstar/docclass-merged](https://huggingface.co/datasets/Lucius-Morningstar/docclass-merged) |
| @ revision `407bf55c993a006689aa1b6e03e57c428c852e98` (v5: adds the |
| insurance_claim class). |
| * Claims source: [Lucius-Morningstar/cms-desynpuf-insurance-claims](https://huggingface.co/datasets/Lucius-Morningstar/cms-desynpuf-insurance-claims) |
| (CMS DE-SynPUF 2008-2010 Sample 1 rendered EOBs, produced by |
| [Exios66/claims-data-eda](https://github.com/Exios66/claims-data-eda), |
| verbatim-GT contract aligned to llm-mailroom's InsuranceClaimExtraction). |
| * Splits: inherited from the family single-source rule |
| (`md5(filename) % 10 == 0 -> test`). Claims-side note: the claims repo had |
| keyed its own placement on record_id; at v5 fusion the FAMILY rule won, |
| moving 65/400 rows — the pilot inherits the reconciled family splits. |
| * Builder: `scripts/datasets/build_docclass_pilot.py` in |
| [Exios66/llm-entity-extraction](https://github.com/Exios66/llm-entity-extraction). |
| |
| ## Honest gaps |
| |
| * Heuristic ground truth on the legacy four classes (family labeler; see the |
| parent card). Claims GT is exact-but-synthetic (verbatim renderer contract). |
| * SynPUF claims are PAID claims only: `coverage_determination` is always |
| "approved", `denial_reasons` always empty, `adjuster` always null, single |
| line of business (`health`). Fully synthetic data — evaluation substrate, |
| not epidemiology (CMS caveat). |
| * Family scope is FIVE doc classes: contract, merger_agreement, correspondence, |
| corporate_record, insurance_claim. court_opinion and compliance_filing were |
| removed from the dataset family's scope by human directive (2026-08-23) — |
| no upstream corpora exist. This does NOT change llm-mailroom's runtime taxonomy. |
| * PII: legacy Enron-derived correspondence rows may contain real names and |
| addresses (inherited from the parent; disclosed there too). Claims rows use |
| deterministic pseudonyms. |
| |
| ## Citation |
| |
| ```bibtex |
| @misc{docclass_pilot_2026, |
| title = {Docclass Pilot Sample (KANBAN-084)}, |
| author = {Lucius-Morningstar}, |
| year = {2026}, |
| url = {https://huggingface.co/datasets/Lucius-Morningstar/docclass-pilot} |
| } |
| ``` |
| |
