Data Extraction Mappings

To set up a new data extraction map

Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
Click the New button to raise the New Document Extraction Mapping popup.
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.
- To remove the requirement to review, select 0 - Skip Review.
  Note:
  If any field's extracted value cannot be normalized to match its data type, the file is sent to Ready for Review and must be reviewed.
- To use a single-stage review process, select 1- One level - Review and Complete from the "Choose review level" pulldown.
- 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.
To let users to check out batches of documents for review, slide the Allow reviewers to get next batch toggle, then set the batch size. This convenience enables users to check out a block of records with a single "get batch" action. Users cannot request a new batch until they review or reassign all documents currently assigned to them.
Under Import Options, select extraction options to make available to your users. These are:
- OCR to import the document as searchable text
- Automated Extraction to submit the document for AI-only extraction, or
- Verified Extraction to submit the document for AI extraction with attorney review.
Depending on whether this is a purchase or vendor agreement, set the Organization Role? toggle to either Buyer or Seller.
Click Save to return to the Data Extraction Setup window.
Click the name of the new mapping to raise its detail window.
Click the WORKSHEETS tab.
Select the Fields, Clauses, or Tables tab, then click New to raise the New Field Mapping, New Clause Mapping, or "Select table provision" popup.
For each field or clause, select either Auto Extraction or Manual Extraction and the default value (If there is no extraction, this value is assigned to the provision.)
Note:
When a default value is assigned to a provision, it appears in the reviewer's Provisions Found section, clearly marked as a default value. A default value does not fail validation checks for required fields.
- If the reviewer modifies the default value or marks it as reviewed, the updated value is saved to the agreement record.
- If the user does not modify the default value or mark it as reviewed, the default value is saved to the agreement record.
Default values are not sent to the AI engine for training.
Also choose whether the extraction is required. For clause extractions, choose whether to extract the complete paragraph in which the clause is found. Manual extractions require no further provision configuration.
For auto-extractions, select a field or clause from the left column, then select applicable provisions from the Available Provisions list. You can narrow your provision choices dramatically by entering one or more words in the search bar:

Tip:
Hovering over a provision type in the Available Provisions column raises explanatory text describing the provision.

When you find a provision to assign, click the right-arrow icon to copy it to the Mapped Provisions: Approval Indicator column.
For each table, select the table you will use from the Search Table Provision drop-down and then select either manual or automatic extraction.

Note:
You can only map one CLM object per table mapping. You cannot map two tables with a common agreement line item in one mapping.
Click DONE to save the mapping.

To clone a worksheet in a data extraction map

Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
Click the name of the map with the worksheet you want to clone.
Click the Worksheets tab.
Select the worksheet you want to clone from the Choose Worksheet drop-down menu.
Click WORKSHEET ACTIONS > Clone
Enter a name for the worksheet, select the target record type, and check the component you want to clone.
Click SAVE.

The cloned worksheet appears in the destination record type.

To edit a data extraction map

Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
Find the name of the map you will edit.
To edit the name, description, or record type, click the Edit (pen) button.
To edit the provisions mapped to the named extraction, click the name hypertext in the Name column.
Edit the mapping as described in To set up a new data extraction map.

To delete a data extraction map

From the Data Extraction Setup window, either click the trash can button next to any single mapping or click the checkbox next to one or multiple rows and click the DELETE button.

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