NOTE: AI-Driven Contract Analysis and Data Extraction features are available only in accounts which have paid for them.
Understanding Prompts
An AI prompt is the input (in the form of a question, command and/or statement) a user enters in the Description field to capture specific data. AI-Driven Contract Analysis and Data Extraction from Contract Logix automatically extracts legal language and contract data to populate a Contract record in the application (for more information, click the Artificial Intelligence AI-Driven Contract Analysis and Data Extraction article link). Contract Logix provides standard Field descriptions when AI DE is enabled within a field, however the description can be customized by users with the proper Role Permissions. To customize the Description (i.e., prompt), users will click to ON the Edit Prompt (Custom) toggle.
NOTE: Before users can use Edit Prompt (Custom), click to ON in the user's Feature Access AI Edit Prompts toggle for their Role in Org Roles/Permissions in the Application Settings, as seen below.
For more information, click the Configuring AI-Driven Contract Analysis and Data Extraction article link).
Using Edit Prompt (Custom)
The goal of the Edit Prompt (Custom) feature is more accurate contract data assimilation. An improvement of accuracy depends on customization of the Description field text based on language (e.g., a specific term or language used) from an agreement or agreements the AI-Driven Contract Analysis will use when performing Data Extraction.
Follow the steps below to customize a Field's Description text using the Edit Prompt (Custom) toggle.
From the homepage, click
from the lower left to open the Application Settings.From the Application Settings, click
and choose Contracts from the Object Type drop-down menu (if not already selected).Click the Contract Type with the field you want to have AI-Driven Contract Analysis activated for when doing Data Extraction.
Locate the field which you want to customize the prompt and click the
icon to open the Field settings. Next, click the Data Extraction Tab.If not already ON, click the Enable Data Extraction toggle to
. NOTE: The Edit Prompt (Custom) toggle is OFF by default (see below) unless the Description field has already been customized. The Description field is un-editable if not already customized.
Next, click the Edit Prompt (Custom) toggle to
.The Description field becomes editable for any customization of the standard prompt or additional text to increase the success of extraction using AI-Driven Contract Analysis.
Standard AI Data Extraction Prompts
Optionally, users can click the drop-down menu to select from the Standard AI Data Extraction Prompts. NOTE: This drop-down populates it's selection based on the Field Type (Text, Date, Numerical, etc.) of the field, as seen in the example below.
For more information, click the Standard AI-Driven Contract Analysis and Data Extraction Fields article link.