Conga Product Documentation

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Managing Provision Models

Access the Provision Library by clicking the Provision Library tab in the left navigation bar.

The Provision Library lists all mapped and unmapped provision models. A provision model contains either a value (a date, a duration, a percentage, an amount of money, a pick list, or a short text) or language (text). Provision models are classified as built-in or custom. Mapped provision models can be applied when a document is imported for extraction. An unmapped provision model is one that has been detected but has not been selected for inclusion in extractions.

In addition to Discovery AI's extensive library of built-in provision models, you can configure and train your own Custom Provision Models. You cannot edit or delete built-in provision models. You can, however, update them through syncing.

CAUTION:

When the user reviews clauses from an extracted document, the on-screen highlight may not match information gathered correctly by the provision model. This issue affects only clauses, not fields. It is scheduled for repair.

Alert reviewers to this issue.

Viewing Provision Model Details

The Provision Library's default layout provides information about stored provision models at a glance, including each model's name, type, and last sync date.

Clicking a provision model's name opens a detailed view of that model.

CAUTION:

When the user reviews clauses from an extracted document, the on-screen highlight may not match information gathered correctly by the AI-generated provision model. This issue affects only clauses, not fields. It is scheduled for repair.

Alert reviewers to this issue.

Note:

Because built-in provisions are pre-trained and therefore do not require training, this view provides an "untrained" notice for such provisions. This does not indicate a problem and you can safely ignore it.

To sync the Provision Library

  1. Click the Provision Library tab in the left navigation bar to open the Provision Library.
  2. Click the Sync Library button.
  3. Discovery AI syncs all available provisions. This can take a considerable amount of time.