Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

download

Training Custom Provisions

When custom provisions are newly introduced, the AI must be trained to recognize and extract them as described in their definition. Training is a user responsibility.

Training the AI consists of giving the AI samples, identifying the relevant contract terms, and directing the AI to the work. In practice, this involves finding the provision in the document, highlighting it, and selecting the appropriate provision-in-training. This occurs in the same context and workflow as the regular document review for built-in provisions.

Once an administrator has defined a custom provision and made it available, you can upload and import documents using the custom provision. On importation for extraction, CCI processes documents to extract the mapped provisions. For at least the first 30 contracts, and until the minimum accuracy threshold is met, users must review and highlight contract data that matches the custom provision.

To train a provision

A new provision remains in training for its first 30 reviews, and until the AI's results exceed the Minimum Accuracy Threshold set by the administrator.

  1. Select an imported document marked "Ready For Review" from the Project Dashboard.
  2. Provisions that must be trained are visible in the list to the right under the PROVISIONS BEING TRAINED heading.


  3. For each item in the training list, find and select the provision in the text.
  4. Right-clicking highlighted text raises a pop-up that lists all provisions being trained.


    Select the appropriate provision from this list to assign the provision text to the provision definition.

  5. The highlighted text appears in the right column, under the selected training provision. Provisions in training are indicated by a green training icon ().
  6. When all required provisions (fundamental, standard, premium, and custom) have been reviewed or trained, click REVIEW COMPLETE to send the sampled text to the AI for machine learning.