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Conga Product Documentation

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General

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General Contents

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  • Features by Release

  • Conga Upgrade Program

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    System Requirements and Supported Platforms Matrix

  • Managed Packages Dependency Matrix

  • Conga Applications in Salesforce Lightning

  • Salesforce Multi-Factor Authentication Support for Conga Commerce

  • chevron_right

    Conga Product Glossary

  • chevron_right

    Conga Upgrade Assistant

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    Product Retirement Schedule

  • expand_more

    Developer Center

    • chevron_right

      Approvals for Salesforce REST APIs

    • chevron_right

      Billing for Salesforce REST APIs

    • chevron_right

      CLM for Salesforce REST APIs

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      CPQ for Salesforce REST APIs

    • chevron_right

      Digital Commerce for Salesforce REST APIs

    • expand_more

      Discovery AI for Salesforce REST APIs

      • expand_more

        Admin Config

        • Add annotations to a document example

          post

        • Train a provision

          post

        • Get provision accuracy stats

          get

        • List provision examples

          get

        • Upload a provision example

          post

        • Get settings for a provider

          get

        • Register a provider

          post

        • Delete a provider

          delete

        • Test an existing provider connection

          get

        • Test a new provider connection

          post

        • Sync provisions

          get

        • Get provisions

          get

        • Create a provision

          post

        • Delete a custom provision

          delete

        • Delete a provision table

          delete

        • Get provisions

          get

        • Get one or all provision maps

          get

        • Create or update a provision map

          post

        • Delete a provision map

          delete
      • chevron_right

        Conga APIs

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        Documents

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        Tenant Administration

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        Config Discovery and Management

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        Document Analysis

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        Insight Analysis and Management

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      Orchestrate REST APIs

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      Partner Commerce for Salesforce REST APIs

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      TurboEngines REST APIs

  1. General
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  3. Developer Center
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  5. Discovery AI for Salesforce REST APIs

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General

Admin Config

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Create or update a provision map

post
https://IDD_URL/idd/api/{version}
/{tenantId}/config/provisionmap

Creates or updates a map defining the relationship of extracted provisions and the agreement's fields and clauses.

Request

Security: API Key

Path Parameters

tenantId
string
required

Tenant name

Example:
congasfdc

Query Parameters

instanceurl
string
required

Instance URL

Example:
https://www.conga.com
module
string
required

Source module

Example:
clm
recordtype
string
required

Record type

Example:
NDA
userid
string
required

User ID

Example:
a56392269d970c
username
string
required

User name

Example:
dummyuser

Body

Request for provision map operations

name
string<string>

Provision map name

Example:
NDAMapping
description
string<string>

Provision map description

Example:
Definition for NDA extractions
clauseMap
object
manualMappings
array[object]
<fieldId of provision>
object
fieldMap
object
manualMappings
array[object]
<fieldId of provision>
object

Responses

200
400
404

OK

Auth
:
Server Variables
:
Parameters
:
:
:
:
:
:
Body
1
{
2
  "name": "NDAMapping",
3
  "description": "Definition for NDA extractions",
4
  "clauseMap": {
5
    "manualMappings": [
6
      {
7
        "clauseLabel": "Limitation of Liability",
8
        "clauseId": "84930-1478433-2378"
9
      }
10
    ],
11
    "<fieldId of provision>": {
12
      "mappings": [
13
        {
14
          "clauseLabel": "Force Majeure",
15
          "clauseId": "846372-23214-32335"
16
        }
17
      ],
18
      "provision": {
19
        "name": "Force Majeure clause",
20
        "fieldId": "cai:3243-434582-343",
21
        "type": "fundamental"
22
      },
23
      "sync": true
24
    }
25
  },
26
  "fieldMap": {
27
    "manualMappings": [
28
      {
29
        "objectName": "Apttus__APTS__Agreement__c",
30
        "objectFieldLabel": "Auto Renew",
31
        "objectFieldName": "Apttus__Auto_Renewal__c",
32
        "objectFieldType": "boolean"
33
      }
34
    ],
35
    "<fieldId of provision>": {
36
      "mappings": [
37
        {
38
          "objectName": "Apttus__APTS__Agreement__c",
39
          "objectFieldLabel": "Agreement Start Date",
40
          "objectFieldName": "Apttus__Contract_Start_Date__c",
41
          "objectFieldType": "date"
42
        }
43
      ],
44
      "provision": {
45
        "name": "Effective Date",
46
        "fieldId": "cai:3a43-32ae98-f93",
47
        "type": "standard"
48
      },
49
      "sync": false
50
    }
51
  }
52
}
curl --request POST \
  --url https://idd_url/idd/api/v2/tenantId/config/provisionmap \
  --header 'Content-Type: application/json' \
  --header 'X-API-Key: 123' \
  --data '{
  "name": "NDAMapping",
  "description": "Definition for NDA extractions",
  "clauseMap": {
    "manualMappings": [
      {
        "clauseLabel": "Limitation of Liability",
        "clauseId": "84930-1478433-2378"
      }
    ],
    "<fieldId of provision>": {
      "mappings": [
        {
          "clauseLabel": "Force Majeure",
          "clauseId": "846372-23214-32335"
        }
      ],
      "provision": {
        "name": "Force Majeure clause",
        "fieldId": "cai:3243-434582-343",
        "type": "fundamental"
      },
      "sync": true
    }
  },
  "fieldMap": {
    "manualMappings": [
      {
        "objectName": "Apttus__APTS__Agreement__c",
        "objectFieldLabel": "Auto Renew",
        "objectFieldName": "Apttus__Auto_Renewal__c",
        "objectFieldType": "boolean"
      }
    ],
    "<fieldId of provision>": {
      "mappings": [
        {
          "objectName": "Apttus__APTS__Agreement__c",
          "objectFieldLabel": "Agreement Start Date",
          "objectFieldName": "Apttus__Contract_Start_Date__c",
          "objectFieldType": "date"
        }
      ],
      "provision": {
        "name": "Effective Date",
        "fieldId": "cai:3a43-32ae98-f93",
        "type": "standard"
      },
      "sync": false
    }
  }
}'
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