Document and Provision Model Reports
Discovery AI offers dashboards to help you review document and provision model characteristics..
Discovery AI provides dashboards that present detailed information about documents and provision models. The DAI Documents dashboard details documents in the system and the performance characteristics of their extraction. The dashboard offers at-a-glance graphics of overall document-processing performance and processing status by record type. It also provides tabular metadata review of all documents in the system. It describes the size, type, and other characteristics of the documents themselves and provides granular data on their processing, including time spent processing and reviewing, the completeness of document ingestion, extraction accuracy, and the worksheets and provision models used to extract them.
The DAI Provision dashboard provides an executive view of provision model processing performance, with dynamic graphics showing the volume of documents processed and accuracy trends for out-of-the-box and custom provision models. Tables also report these provision models' performance in detail.
Report and Dashboard Controls
Accessing Provision and Document Reports
Provision Reports
Discovery AI offers standard reports to help you assess provision model effectiveness.
The Provision Reports page offers you statistics that enable you to understand provision model performance for your instance.
Overall Provision Accuracy
This is a simple, bottom-line assessment of overall accuracy, assessed with the formula:
In its default state, this number represents all extractions, but it changes to indicate individual provision types (clause, field, obligation, or table), if they are selected in other charts or filtered.
Provision Usage Breakdown (for Reviewed Documents)
Accuracy By - Provisions Category
This graphic presents accuracy by provision model type: out-of-the-box vs. custom. This percentage is an expression of the nominal accuracy described in Overall Provision Accuracy.
Accuracy By - Provision Type
This bar chart offers a visualization of extractions by type (clause, field, obligation, or table)
Monthly Accuracy Trends
Three charts depict the accuracy of Discovery AI with respect to contract type (such as master service agreements, non-disclosures, etc.), provision model category (OOTB and custom), and provision model types (fields, clauses, obligations, and tables). Accuracy is calculated as described in Overall Provision Accuracy.
Custom and Out-of-the-Box Provision Lists
Two tables provide the raw data for all these charts, for both OOTB and custom provision models. Each table provides these data categories:
- Provision Name
- Provision Field ID
- Provision Type
- Data Type
- Description
- Language
- True Positive
- True Negative
- False Positive
- False Negative
- User Modified
- Correct Extractions
- Incorrect Extractions
- Total Extractions
- Accuracy
You can filter by date range, provision category, provision type, provision language, accuracy, and incorrect extractions. Filtering does not affect the monthly accuracy trend charts.
You can export all report and chart elements as data or graphics.Document Reports
Discovery AI offers standard reports on document throughput and AI accuracy for documents.
The Document Reports page offers you visualizations and statistics depicting document extraction volume and performance in your instance.
Total Documents Processed and Completed
Documents Processed by Status and Record Type
This bar chart provides a view of all documents in the system and their current status, categorized by record type (e.g., master service agreement, purchase order, etc.) Hovering over any bar pops up a numeric breakdown of document statuses for that document type. Clicking any of the bar segments or record type legends toggles the availability of that status in the visualization, adding that document status as a cross-filter to the standard filter. You can also select all or invert your selection.
Accuracy by Record Type and Average Review Times
Document List
- Document Name
- Document ID
- Contract Type
- Created By
- Upload Time
- Processing Start Time
- Language
- Document Status
- Retried
- Extraction Time
- Reviewed By
- Approved By
- Reviewed On
- Approved On
- Worksheet Name
- Number Fields Mapped
- Number Clauses Mapped
- Number Tables Mapped
- Number Obligations Mapped
- Number Insights And Questions Mapped
- Number of Extracted Fields
- Number of Extracted Clauses
- Number of Extracted Table
- Number of Extracted Obligations
- Number of Extracted Insights and Questions
- New Fields
- New Clauses
- Review Time
- Risk Category
- Number of Provisions Used
- Number of Provisions Extracted
- Review Time
- Accuracy
You can filter by Reviewed On, Contract Type, Document Status, Uploaded By, Worksheet, Reviewed By, Approved By, and Number of Extractions. Filtering affects all charts on this page. You can export all report and chart elements as data or graphics.
