Conga Product Documentation

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Managing Provision Models

Access the Provision Library by clicking the Provision Library tab in the left navigation bar.

The Provision Library lists all mapped and unmapped provision models. A provision model contains either a value (a date, a duration, a percentage, an amount of money, a pick list, or a short text) or language (text). Provision models are classified as built-in or custom. Mapped provision models can be applied when a document is imported for extraction. An unmapped provision model is one that has been detected but has not been selected for inclusion in extractions.

In addition to Discovery AI's extensive library of built-in provision models, you can configure and train your own Custom Provision Models. You cannot edit or delete built-in provision models. You can, however, update them through syncing.

CAUTION:

When the user reviews clauses from an extracted document, the on-screen highlight may not match information gathered correctly by the provision model. This issue affects only clauses, not fields. It is scheduled for repair.

Alert reviewers to this issue.

Viewing Provision Model Details

The Provision Library's default layout provides information about stored provision models at a glance, including each model's name, type, and last sync date.

Clicking a provision model's name opens a detailed view of that model.

Syncing Provision Models

Syncing the Provision Library brings in new provision models and updates existing ones from the AI service provider. It is a good idea to synchronize regularly, to get new provision models from the publisher and to benefit from ongoing improvements to the AI.

Analyzing and Reporting on Provision Models

You can review provision models in use and their effectiveness, and export detailed analytic reports.

Provision models are the basic building blocks of Discovery AI's work. You can view and export reports that tell you which are in use and how well they are doing their job.
  1. From Conga Start, click through Admin Console > Discovery AI > Admin Dashboard.
  2. Click Provision Library on the left navigation bar.
  3. Click the Analytics tab.
  4. Filter provision analytics in the user interface by clicking the filter icon in the right navigation panel. You can filter by name, created date, modified date, source, type, language, accuracy, ID, or field ID.
  5. Sort filter results in ascending or descending order by clicking the Name, Source, Created Date, Type, Language, Source, or Accuracy column titles.

Syncing the Provision Library

  1. Click the Provision Library tab in the left navigation bar to open the Provision Library.
  2. Click the SYNC LIBRARY button.
    Discovery AI syncs all available provision models. This can take a considerable amount of time.