QueryForm: A Simple Zero-shot Form Entity Query Framework

Zifeng Wang, Zizhao Zhang, Jacob Devlin, Chen-Yu Lee, Guolong Su, Hao Zhang, Jennifer Dy, Vincent Perot, Tomas Pfister

Findings: Information Extraction Findings Paper

Session 7: Information Extraction (Virtual Poster)
Conference Room: Pier 7&8
Conference Time: July 12, 11:00-12:30 (EDT) (America/Toronto)
Global Time: July 12, Session 7 (15:00-16:30 UTC)
Keywords: named entity recognition and relation extraction, document-level extraction, zero/few-shot extraction
TLDR: Zero-shot transfer learning for document understanding is a crucial yet under-investigated scenario to help reduce the high cost involved in annotating document entities. We present a novel query-based framework, QueryForm, that extracts entity values from form-like documents in a zero-shot fashion....
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Abstract: Zero-shot transfer learning for document understanding is a crucial yet under-investigated scenario to help reduce the high cost involved in annotating document entities. We present a novel query-based framework, QueryForm, that extracts entity values from form-like documents in a zero-shot fashion. QueryForm contains a dual prompting mechanism that composes both the document schema and a specific entity type into a query, which is used to prompt a Transformer model to perform a single entity extraction task. Furthermore, we propose to leverage large-scale query-entity pairs generated from form-like webpages with weak HTML annotations to pre-train QueryForm. By unifying pre-training and fine-tuning into the same query-based framework, QueryForm enables models to learn from structured documents containing various entities and layouts, leading to better generalization to target document types without the need for target-specific training data. QueryForm sets new state-of-the-art average F1 score on both the XFUND (+4.6\%~10.1\%) and the Payment (+3.2\%~9.5\%) zero-shot benchmark, with a smaller model size and no additional image input.