You have logged into Discovery AI as a reviewer as described in Accessing Discovery AI and are at the Home page.
You can review and correct the clauses and fields extracted from imported documents. Discovery AI converts all scanned or uploaded documents to PDF format for scanning and review. Provisions and other significant text are highlighted for review in an in-app PDF reader, and each is displayed in the column to the right in the order it appears in the document. For each detected clause or field you review, you can accept the extract, reject the extract, edit the extract, or flag the extract for review.
From the Home page, click the name of a file marked "Ready for Review". Alternatively, you can click the folder icon to access the Project Dashboard, open a folder, and click the name of a file marked "Ready for Review."
The selected document opens for review. The extracted document appears to the left, with review options to the right. The default selected option is Review. From this view, you can access tabs for Details, Insights, and Review History. From the Review tab, you can access sub-tabs for Summary, Fields, Clauses, Tables, and Obligations. The Fields tab opens in the default view.
Passages from the extraction map that the AI has identified are highlighted in the text and identified by mapping category under the Provisions Found heading in the review column to the right.
For example, if a contract contains an amended effective date field, as has been mapped in the extraction map, that field is highlighted in the text and appears in the right column under its field-name heading. Provisions found in the contract are exposed in the review panel in the order they appear in the contract.
CAUTION:
When a clause spans a page break, Discovery AI may ingest header or footer material as part of the extracted clause language. If this happens, edit the extraction by hand to remove the extraneous information and do not re-highlight it.
For found provisions, you can offer feedback on extraction quality directly to the AI (using the thumbs-up and thumbs-down icons), mark a field or clause as reviewed (approved), or flag the entry for further attention.
Note:
Offering feedback is optional, but helps train the AI to make more accurate extractions.
Thumbs-down reports are stored, but this feedback only informs the AI for clause-type provision models.
It's best not to give negative feedback to clauses for which the Extract Full Paragraph option has been set,
If the AI is close to correct, it's better not to give negative feedback. You can delete the extraction, highlight the good text, and give a thumbs-up to the edited result.
The AI's confidence score is indicated on the left, using color-coded bars:Hovering over the lightning icon indicates how the provision was extracted.Possible sources are:
AI Pipeline: Results are from an automated extraction. These are AI extractions from built-in and custom provision models that use no key phrases or AI prompts. For custom provision models, the AI pipeline may use the administrator-supplied Special Instructions text to fine-tune extractions.
Key Phrase Search: Results are from an extraction in which the AI relied on key phrases to improve its accuracy.
Advanced AI: Results are from an extraction informed by AI prompts.
User Annotation: This extraction was manually annotated by a reviewer.
Mandatory fields are indicated by "Required" indicators:
Your review cannot be completed until these required values are populated, either automatically or through manual editing.
Provisions that were not found in the extraction are indicated in the Provisions Missing section (below Provisions Found). For each of these provisions:
Review the scanned contract text at left for the passage that will satisfy this provision description.
Tip:
You can speed this up using the in-app document search feature (the magnifying-glass icon () at top left).
For each passage you find, highlight the passage, then right- or control-click the highlighted text to raise the selection pull-down. Pick the provision model that matches the highlighted passage.
For complex extractions where the list of available clauses or fields may be voluminous, you can enter the provision model name or a portion of it in the Search field to narrow your options.
Alternatively, you can copy the highlighted text and paste it into the appropriate provision model field.
Select each item to raise a summary of the field, clause, table row, or obligation item's name and a comparison of extracted values and their interpreted value.
Extracted clauses are compared to standard clauses and the match/non-match results displayed.
When the AI extracts documents, it compares the ingested text to known samples to find matches and close correlations to sample provisions. Use the Compare or Edit Clause feature to review its performance, learn how it makes such comparisons, and select the best of several alternative clauses.
Clicking the down-arrow icon adjacent to an extracted clause exposes standard clauses, which are stored in the Clause Library as standard text. If no standard text is stored, this will be blank and the AI will not find similarities or differences that it recognizes as close matches.
Click Compare or Edit Clause to expose the Clause Assignment window, with Extracted Clause and Standard Clause tabs.
The Extracted Clause tab shows the extracted clause itself.
Click the Standard Clause tab to review the standard clause to which the extracted clause was compared (this can include the language of custom provision models).
Click Compare with Standard Clause to display an AI-generated comparison of the similarities and differences between the extracted clause and the standard.
For some implementations, AI comparison is on by default: the comparison is generated when the document is extracted. If automatic AI comparison is not enabled, you must click through, triggering AI comparisons as needed.
When you have reviewed and validated all values, click Review Complete.
CAUTION: This action is irrevocable. Once you mark a document as approved, you cannot edit it any further.
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