Using the Number Property

Introduction

The Number property is designed for capturing structured numerical data—such as amounts, counts, percentages, or currency values. Unlike text properties, number properties ensure your data is always in a format that can be easily sorted, filtered, and ingested into spreadsheets or other systems that expect numbers.

Why Use a Number Property?

Structured Input: Guarantees that only valid numbers (including currency and percentages) are captured, reducing errors and inconsistencies.
Easy Integration: Data can be exported or synced with spreadsheets, databases, or analytics tools without conversion hassles.
Sorting & Filtering: Enables sorting and filtering by value, which is not possible with text properties (e.g., sort companies by EBITDA or filter for those above a certain threshold).
Currency Support: Supports monetary values (e.g., 10 USD, 1,000,000 GBP) for financial analysis.

CIM Example: Extracting EBITDA

Suppose you are analyzing a Confidential Information Memorandum (CIM) and want to extract the company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) for downstream analysis.

Step 1: Add a Number Property

Add a new property to your agent and set its type to Number.
Name it clearly, e.g., EBITDA or EBITDA (USD).

Step 2: Configure Extraction or Input and Enable AI Citations

Model Extraction: Use an AI tool to extract the EBITDA value from the CIM document. Be specific in your prompt, e.g., "Extract the company's reported EBITDA in USD from the CIM."
Manual Input: Allow a user to enter the value directly if needed.
Enable AI Citations: We recommend turning on AI Citations for number properties. This allows reviewers to quickly validate the extracted number against the original source in the document, improving trust and auditability.

Step 3: Use and Analyze

With the number property, you can now sort companies by EBITDA, filter for those above a certain value, or export the data for further financial modeling.
If AI Citations are enabled, reviewers can click to see exactly where the number was sourced from in the CIM.

Other CIM-Related Use Cases

Revenue, Net Income, or Growth Rate extraction
Number of employees or customers
Year-over-year percentage changes

The number property is essential for any workflow where numerical accuracy, analysis, and integration matter—especially in financial and operational analysis of CIMs.