What’s New in Discovery AI for Conga Platform Documentation

202411.2.0

The Training tab, including the Force Train button, is now available during auto-extraction before the provision is trained. 

When the agreement is in Ready for Review state, the CLM web link and (if reverse sync is set up) the Salesforce agreement link are displayed. 

The Insights Answer window is now resizeable, with a look and feel resembling that of the clause display. Users can now edit the AI’s answers, with Markdown elements visible during edits. 

Reviewers can uncheck a single field or clause extraction if the extraction is incorrect. User feedback (thumbs up and thumbs down) is always enabled for single extractions, whether they are selected or not. Users can remove feedback (neutral) so that feedback won’t be returned to the agreement record.

Administrators can view past user annotations/samples and remove samples as required to improve the quality of AI training. 

202411.1.0

Bug fix release. No new features.

202410.2.0

Modified documentation to match evolving UI and flows.

Added Strict Name Match feature. 

Export Annotations as CSV

A new Export button exports a provision’s annotations (Document Name, Annotation Text, Feedback, User, and Date of Annotation) to a CSV file.

Direct Salesforce Agreement Links

Clicking the agreement link for a document in Complete status takes the user directly to that agreement in Salesforce. The user no longer must search for the agreement record on Salesforce.

202410.1.0

Revised description.

New columns added to CSV/Excel exports. 

202409.2.0

Product is rebranded. Contract Intelligence is now Discovery AI. 

Users can configure matching criteria for tables to be extracted, lessening post-extraction cleanup of unwanted tables. When the “Match exact column count” feature is enabled, only tables with a column count matching that of the configured table are displayed on document review. If “Match exact column count” is disabled, AI can match tables with more or fewer columns than are specified in the table configuration.

Questions and answers are now available for review and editing during document review. Questions can now be saved as criteria in the Agreement Insights table and as answers in the Guidance section. 

To set up a new data extraction map

Users can specify in a worksheet whether the table to be extracted is aligned vertically (headings on top) or horizontally (headings on the margin). The AI can also auto-detect table alignment, though this increases processing time. 

202409.1.0

Removed information about the summary from the "Details Tab"section and added a new "Reviewing the Summary" section under "To review imported documents".

New Topic

• Added the section "To Import from Microsoft Sharepoint".
• Added a note to step 5 of "To import single files and folders".

• Added "To clone a worksheet in a data extraction map" in the Mapping Data Extractions section.
• Added Step 5 under "To set up a new data extraction map" with instructions on how to select the import options.

202408.3.0

During document review, standard provisions and extracted provisions are compared semantically using machine learning. A new API, /semantic-comparison, is introduced.

The custom provision creation flow is enhanced with a simplified, guided flow that helps users define custom provisions correctly. 

202408.2.0

No documentary changes. 

202408.1.0

An improved user interface helps administrators select provisions when mapping fields and clauses.

202407.2.0

A graphical indicator gives the user a quick way to assess the language model’s confidence in the quality of its extractions. 

The reviewer’s table extraction experience is enhanced with the ability to select and unselect all rows in a table, to edit all rows (edit a column), and delete all rows (delete a table). Reviewers can also bulk edit/delete identical values in a column. 

• To map Insights using generative AI 
• Assessing Risk with Insights

The Insights feature presents a cleaner and more intuitive user interface and a Gen AI-based risk analysis option.

Reviewers have a new ability to review extraction quality with a thumbs-up, thumbs-down widget that is monitored by the machine learning tool. 

202407.1.1

• To set up a new data extraction map
• Editing Provisions

To set up a new data extraction map

Organization and agent details are added to the Administrator’s home screen. An Organization Role field is added to the data extraction mapping screen. These details can be used to evaluate contract risks in risk identification requests.

To add a custom provision without generative AI

Admins can set a two-digit decimal confidence threshold that the AI engine can access when processing documents.

202406.2.0

To review imported documents

• Describes how, during document review, a contract manager can add new table rows to extracted table data
• Added description of new table extraction feature to detect, extract, and present hierarchically formatted table information.

Added a description of the administrative use case for the new table extraction feature.

• To set up a new data extraction map
• Editing Provisions

If a field or clause is mapped to a default value, this value is now visible in the review window if it is not extracted. If a value has a default status, this is also indicated. 

Added a tip concerning text values in picklists.

202406.1.0

Details Tab

Added description, accounting for the new Account Summary feature.

202405.2.0

To import from Conga CLM

Contract Intelligence can skip older versions of documents on an import from CLM, thus processing only the latest versions of imported documents.

To add a custom provision with generative AI

Contract Intelligence can now employ generative AI to extract provisioned content, enhancing its accuracy autonomously. No changes are required to users' extraction strategies, though accuracy will continuously improve.

Duplicate Document Import

Contract managers can enable or disable duplicate-document imports, so that users can choose whether to accept duplicate documents during import. 

Romanian Language Support

Contract Intelligence’s generative AI can now be trained to extract fields and clauses from Romanian documents.

To import from Conga CLM

The CLM Import feature is enhanced by the addition of 24 fields that can be used to filter agreement objects.

Table Extraction

To configure a custom provision with table extraction

Setting Up Data Extraction

Adding Custom Provisions

The existing stack of permissible custom provision types is augmented by the addition of the Table provision type. Contract Intelligence can now recognize and extract field values from ingested tables. 

Add Table Rows

Users can add template-based table rows within documents using Contract Intelligence. See Reviewing Imported Documents.

202405.1.0

To import from Conga CLM

Contract Intelligence can now import documents directly from Conga CLM for the extraction of your choice. You can filter the results and apply worksheet logic to them. Updated provisions and documents are synced with CLM. 

Document imports are added to the upload popup, so you can track the upload’s progress more effectively.

To import from Conga CLM 

To import single files and folders.

Using an onscreen toggle, users can configure Contract Intelligence to skip duplicate (older) files when importing from CLM. 

Generative AI provisions mapped to a record type or worksheet are displayed under either the Missing or Found heading based on whether there was an extraction from generative AI. If found, these provisions can extract without any training (zero training). 

A generative AI toggle option is presented during custom provision creation, enabling AI for custom provision extraction.

202404.2.0

202401.1.0

202403.3.0

To set up a new data extraction map

To review imported documents

202403.1.0

202402.2.0

Compare with Standard Clause

Contract Intelligence displays a comparison between the extracted/identified clause and the language of the standard provision.

Extract Complete Paragraph

Users can choose to extract only matching clauses or the whole paragraph in which the clause is matched.

Skip Review

Imported IDD REST API documentation from Max project.

Added APIs for bulk upload, insights, and training.