What’s New in Discovery AI for Conga Platform Documentation

The latest changes for Discovery AI for Conga Cloud are shown below.

Document	Publication Date	Topic	Description
202411.1.0	6 Dec 2024	All	Bug fix release. No new features.
202410.2.0	22 Nov 2024	To configure a custom provision with table extraction	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	8 Nov 2024	The Project Dashboard	Revised description. New columns added to CSV/Excel exports.
202409.2.0	25 Oct 2024	All	Product is rebranded. Contract Intelligence is now Discovery AI.
		To configure a custom provision with table extraction	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.
		Setting Up Insights	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	11 Oct 2024	Reviewing Imported Documents	Removed information about the summary from the "Details Tab"section and added a new "Reviewing the Summary" section under "To review imported documents".
		Microsoft Sharepoint Integration	New Topic
		Importing Documents and Files	Added the section "To Import from Microsoft Sharepoint". Added a note to step 5 of "To import single files and folders".
		Setting Up Data Extraction	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	27 Sep 2024	To review imported documents	During document review, standard provisions and extracted provisions are compared semantically using machine learning. A new API, /semantic-comparison, is introduced.
202408.3.0	27 Sep 2024	Adding Custom Provisions	The custom provision creation flow is enhanced with a simplified, guided flow that helps users define custom provisions correctly.
202408.2.0	13 Sep 2024	NA	No documentary changes.
202408.1.0	30 Aug 2024	To set up a new data extraction map	An improved user interface helps administrators select provisions when mapping fields and clauses.
202407.2.0	16 Aug 2024	To review imported documents	A graphical indicator gives the user a quick way to assess the language model’s confidence in the quality of its extractions.
		To review imported documents	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.
		To review imported documents	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	02 Aug 2024	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. The value’s status as a default is also indicated. This 202406.2.0 release feature is extended to picklist-type objects.
		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	12 Jul 2024	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.
		To configure a custom provision with table extraction	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.
		Examples of Provisions under Training	Added a tip concerning text values in picklists.
202406.1.0	28 Jun 2024	Details Tab	Added description, accounting for the new Account Summary feature.
202405.2.0	21 Jun 2024	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	07 Jun 2024	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.
		To import single files and folders	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.
		To add a custom provision with generative AI	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).
		To add a custom provision with generative AI	A generative AI toggle option is presented during custom provision creation, enabling AI for custom provision extraction.
202404.2.0	24 May 2024	Setting Up Data Extraction	Provision descriptions have been added as popup help to the provision mapping screen’s New Field Mapping popup.
		To Import from Conga CLM	Contract Intelligence can import and extract (OCR, Auto-Extraction, or Verified Extraction) documents from CLM.
		Setting Up CLM Data Sync	Contract Intelligence can import documents from CLM on Conga Platform and use the Platform to reverse-sync the data to SFDC.
202401.1.0	10 May 2024	N/A	Improvements did not require documentation.
202403.3.0	26 Apr 2024	Training	A user (contract manager) can access a force-train button in the Training tab to train a custom provision before having reached the minimum required number of annotations. The user must submit at least one sample (a minimum of five is recommended) and can force-train on untrained or trained provisions. Force training relies on all samples submitted by the user, not only on new samples since it was last trained.
		To set up a new data extraction map To review imported documents	If this option is enabled, a reviewer can choose to get the next available batch of documents for review. A pop-up window displays the list of record types that the reviewer has access to. Requests are processed in the order requested. Users cannot request a new batch until currently assigned documents are reviewed or reassigned.
		To import single files and folders	When importing a document, in addition to selecting the document type, a user (contract manager) can now select a worksheet to apply to the import, improving the relevance of the extraction. The default worksheet is preselected but can be changed through a dropdown menu.
		To import single files and folders	A user (contract manager) can detect and skip duplicate documents from a single or bulk import. During import, a duplicate file check is made within each folder and across all folders and sub-folders. An upload popup dialog shows when a duplicate file is discovered, by name.
202403.1.0	20 Mar 2024	Renaming and Deleting Projects	Updated edit and delete flow information.
202403.1.0	20 Mar 2024	Error Reprocessing	Bulk resubmit now permitted on bulk uploads that are hung in processing.
202402.2.0	06 Mar 2024	Importing Documents and Files	Folder upload flow improved with an Uploading Documents pop-up, displaying uploaded files, files remaining to upload, upload progress, and success and error statuses.
February '24	07 Feb 2024	Configuring the Provision Library	The procedure for adding publisher APIs has been simplified to a one-time, single-token-per-tenant operation. See To set up the publisher API for details.
January '24	10 Jan 2024	Filtering Files	Documentation added for enhanced Advanced Search feature.
December '23	06 Dec 2023	Custom Provisions	Contract Intelligence supports deploying and training custom provisions.
October '23	04 Oct 2023	Bulk upload from folders	Users can now bulk-upload folders from the UI without having to stage them in ZIP files.
June '23	08 Jun 2023	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	Administrators can configure data extraction mappings to skip a review.
February '23	08 Feb 2023	Bulk Upload from CLM	New feature
		Custom Provisions	New feature
		Product name change	Product was named "Contract Intelligence for CLM." Product is now named "Contract Intelligence."
September '22	07 Sep 2022	Bulk Upload	New feature
		Setting Up Insights	New feature
		Defining Risks	New feature
		Provisions	Added detailed compendium of provisions.
		Discovery AI for REST API Developers	Imported IDD REST API documentation from Max project. Added APIs for bulk upload, insights, and training.
May '22	08 Apr 2022	All topics	New product