To help you learn and configure Discovery AI custom flows faster, Discovery AI includes default data extraction mappings in the base package.

1. From Conga Start, click Admin Console > Discovery AI > Admin Dashboard.
2. Click Data Extraction Setup in the left navigation bar.
   This raises the Data Extraction Setup page.

   

3. Clicking the hypertext names of any of the mappings exposes pre-configured fields and clauses. Study these to discern the structure of well-formed data extraction mappings.

1. Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
2. Click the New button to raise the New Document Extraction Mapping pop-up.

   

3. Give the new mapping a name, enter a brief description, and choose a record type from the Choose database record pull-down menu. These values correspond to a particular contract or document type. For example, in a CLM deployment, this shows agreement records.
   CAUTION:

   Do not map a single provision to more than one field or clause. If a reviewer modifies a provision mapped to multiple fields or clauses, there will be a conflict affecting that provision's performance.

4. Select review levels in the Choose review level pull-down menu.
   • To deactivate the requirement to review, select 0 - Skip Review.
     Note:

     When a skipped document is successfully extracted, the Reviewed By field remains blank and the file is assigned a Completed status. If any field's extracted value cannot be normalized to match its data type, the file is assigned a Ready for Review status and must be reviewed.

   • To use a single-stage review process, select 1- One level - Review and Complete from the "Choose review level" pull-down menu.
   • For a more formal process, select 2 - Two levels - Review and Approve and select one or more approver names from the "Choose reviewer(s)" menu.
5. Click SAVE.

1. Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
2. Click the hypertext name of the map that you will edit in the Name column.
   This raises the Document Extraction Mapping pop-up, described in step 2 of Setting Up a New Data Extraction Mapping.

   

3. Click EDIT.
   This raises the mapping page, its view defaulted to the DETAILS tab.
4. Click the WORKSHEETS tab.
5. Select the worksheet you will edit from the Choose Worksheet pull-down menu.
6. Select the Fields, Clauses, or Insights tab, then click New to raise the corresponding mapping pop-up.
7. For obligation extractions, clicking the Obligations tab raises a grid view of existing obligations. Click the obligation you will edit, then the More icon (), then select Edit to raise the obligation edit pop-up.

   

   You can choose either Auto-Extraction or Manual Extraction.

   Note:

   • Obligations are fully defined in CLM. This setting controls the one feature that Discovery AI introduces. For more on configuring obligation objects, see Deleting a Data Extraction Mapping.
   • You can configure at most ten obligations in one mapping.

   • You can introduce at most five fields per obligation.

8. For each field or clause, select:
   • A data field or clause in the CLM, CC, or CFS system (fields are at the database level, while clauses are in the clause library). If no such field or clause exists in the host app, you can create a dummy/placeholder field or clause there to complete this mapping and edit the placeholder or the mapping later.
   • The type of mapping. This is your selection from built-in extractions.
     Tip:

     Hovering over a provision type in the Choose Provision field raises explanatory text describing the provision.

   • Whether the extraction is manual or automatic
   • Whether to extract only the clause or the entire paragraph in which it is found (clauses only)
   • Whether the extraction is required

   CAUTION:

   Do not map one provision to more than one field or clause. This can result in conflicts and errors.

9. Click SAVE.