NOTE: This Help topic continues from the Performing AI-Driven Contract Analysis and Bulk Data Extraction topic. Archiving Extracted Files appears at the end of this topic.
NOTE: AI-Driven Contract Analysis and Data Extraction features are available only in accounts which have paid for them.
Completing Bulk Data Extraction with Manual Verification
The Manual Verification option provides an opportunity for users to review the data of files and decide to verify the creation of a contract record based on the data being uploaded. This is commonly referred to as the "Human in-the-loop" option, meaning if the user chooses, they can cancel the upload process and disregard creating a contract record. Once the upload progress in a batch upload is complete, the view returns to the Bulk Data Extraction Page where a new line item entry is added to the Batches grid and the documents appear in the All Documents grid.
In the All Documents grid, click a line in the grid to open the Verification & Contract Creation window for the document. In the window, the contract language appears on the right and the extracted fields are on the left. For example, the Contract Type is identified, there's an option to select a parent record (in the system already), and the identified Counterparty. NOTE: If a new counterparty is identified and does not already exist in the account, an opportunity to create a new Organization record is available by selecting the checkbox in the display report as seen below.
From the Verification & Contract Creation window, review the data on the right by scrolling down through the list of the contract fields. The ability to enter data where no value was initially extracted is seen in the graphic below.
Lastly, continue with the extraction by clicking the “Create Contract” button, or simply close the Verification & Contract Creation window by clicking the “Close” button, or cancel the record creation by clicking the “Cancel” button. A new warning appears, asking them to confirm the cancellation choice. Repeat this process for each contract document in the All Documents grid with a status of "Needs Verification" or "In Review".
Archiving Extracted Files
In the Bulk Extraction process, a review of document files may reveal duplicate records in the system or other file variances which may not be desired as full contract record files in the system. To alleviate excess documents in the All Documents grid, you can select certain files and archive them to remove them from the All Documents list, as seen below.
Click either the "Cancel" or "Yes, Archive Records" button to cancel or confirm the archiving process.