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Update IDD insights extraction table data
post
https://IDD_URL/idd/api/{version}
/{tenantId}/insights/extractions
This updates the IDD insights extraction table, containing all details for analyzed insights.
tenantId
stringTenant name
Example:
congasfdc
docid
stringID of uploaded document (for example, content document version)
Example:
0684T000003u3eeQAA
documentid
stringID of uploaded document
Example:
b0a0508f-6bf1-4b43-b6dd-73fbba676d82u
objectid
stringID of the object (for example, Agreement ID)
Example:
a0C4T000000ifZZUAY
instanceurl
stringInstance URL
Example:
https://max1.my.salesforce.com
recordtype
stringRecord type
Example:
MSA
userid
stringUser ID
Example:
0054T000000dqllQAA
username
stringUser name
Example:
Gilad Turbahn
Request to handle extracted insights
summary
objecttotalprovisons
string<string>Total provisions in the insights
Example:
10
totalRiskScore
string<string>Total risk score for insights of a record type (such as NDA or MSA)
Example:
28
categoryTotals
objectinsights
array[object]insightName
string<string>Insight display name
Example:
Liquidated Damage Cap > $20 mil
insightRatingIcon
string<string>Icon for risk
Example:
https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/database/globalContent/Icons/AgreementDetailsIcon.png
insightRating
string<string>Insights rating
Example:
15
insightRatingLevel
string<string>Rating level
Example:
Very High
summary
string<string>Summary of the criteria plan
Example:
Liquidated Damages Cap > 20 Mil AND contains force of god OR start date < 2021-09-02
type
string<string>Type of insight (risk, warning, etc.)
Example:
Risk
guidance
string<string>Insight guidance
Example:
Needs VP of Finance approval
result
string<string>Results of criteria resolved
Example:
true
relatedProvisions
array[object]alternateClause
array[object]criteriaPlan
objectResponses
200
400
404
OK
responses
/
200
summary
objecttotalprovisons
string<string>Total provisions in the insights
Example:
10
totalRiskScore
string<string>Total risk score for insights of a record type (such as NDA or MSA)
Example:
28
categoryTotals
objectinsights
array[object]insightName
string<string>Insight display name
Example:
Liquidated Damage Cap > $20 mil
insightRatingIcon
string<string>Icon for risk
Example:
https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/database/globalContent/Icons/AgreementDetailsIcon.png
insightRating
string<string>Insights rating
Example:
15
insightRatingLevel
string<string>Rating level
Example:
Very High
summary
string<string>Summary of the criteria plan
Example:
Liquidated Damages Cap > 20 Mil AND contains force of god OR start date < 2021-09-02
type
string<string>Type of insight (risk, warning, etc.)
Example:
Risk
guidance
string<string>Insight guidance
Example:
Needs VP of Finance approval
result
string<string>Results of criteria resolved
Example:
true
relatedProvisions
array[object]alternateClause
array[object]criteriaPlan
object:
:
::::::::
curl --request POST \--url https://idd_url/idd/api/v2/tenantId/insights/extractions \--header 'Accept: application/json' \--header 'Content-Type: application/json' \--header 'X-API-Key: 123' \--data '{"tenant": "clmqatesting","instanceUrl": "https://mandav2131.my.salesforce.com","recordType": "MSA","documentId": "ddfd6158-a38c-4e1d-a802-c38bcca9244f","docId": "ddfd6158-a38c-4e1d-a802-c38bcca9244f","objectId": null,"isOrgRegistered": true,"recordId": null,"insights": [{"recordId": "9b13ab0e18c94","name": "TAV","insightRating": 8,"insightRatingLevel": "Moderate Risk","insightRatingIcon": "https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/IDD/database/iddContent/icons/triangle.png","guidance": "","summary": "( Extracted Data.Total Contract Value Equals 15000 OR Agreement.Account Equals Conga)","type": "Risk","result": false,"provisions": [{"fieldName": "","fieldNumber": "","provider": "","fieldType": ""}],"alternateClause": null,"criteriaPlan": [{"field": "Total Contract Value","fieldType": "extractedField","fieldId": "cai:4e4a2189-1c70-402b-bc92-d0df018508d5","fieldLabel": "Total Contract Value","operator": "Equals","value": "undefined","nlResolution": null,"templateDataMap": null,"desc": "Total Contract Value Equals '\''15000'\''","result": false,"display": "Total Contract Value Equals 15000","resolvedDesc": "Total Contract Value = undefined","conditionDesc": "Total Contract Value Equals 15000"},{"field": "Apttus__Account__r.Name","fieldType": "metaData","fieldLabel": "Account","operator": "Equals","value": "undefined","nlResolution": null,"templateDataMap": null,"desc": "Account Equals '\''Conga'\''","result": false,"display": "Account Equals Conga","resolvedDesc": "Account = undefined","conditionDesc": "Account Equals Conga"}]}]}'
1{2"tenant": "clmqatesting",3"instanceUrl": "https://mandav2131.my.salesforce.com",4"recordType": "MSA",5"documentId": "ddfd6158-a38c-4e1d-a802-c38bcca9244f",6"docId": "ddfd6158-a38c-4e1d-a802-c38bcca9244f",7"objectId": null,8"isOrgRegistered": true,9"recordId": null,10"insights": [11{12"recordId": "9b13ab0e18c94",13"name": "TAV",14"insightRating": 8,15"insightRatingLevel": "Moderate Risk",16"insightRatingIcon": "https://maxstaticcontentsengg.blob.core.windows.net/max-static-content/IDD/database/iddContent/icons/triangle.png",17"guidance": "",18"summary": "( Extracted Data.Total Contract Value Equals 15000 OR Agreement.Account Equals Conga)",19"type": "Risk",20"result": false,21"provisions": [22{23"fieldName": "",24"fieldNumber": "",25"provider": "",26"fieldType": ""27}28],29"alternateClause": null,30"criteriaPlan": [31{32"field": "Total Contract Value",33"fieldType": "extractedField",34"fieldId": "cai:4e4a2189-1c70-402b-bc92-d0df018508d5",35"fieldLabel": "Total Contract Value",36"operator": "Equals",37"value": "undefined",38"nlResolution": null,39"templateDataMap": null,40"desc": "Total Contract Value Equals '15000'",41"result": false,42"display": "Total Contract Value Equals 15000",43"resolvedDesc": "Total Contract Value = undefined",44"conditionDesc": "Total Contract Value Equals 15000"45},46{47"field": "Apttus__Account__r.Name",48"fieldType": "metaData",49"fieldLabel": "Account",50"operator": "Equals",51"value": "undefined",52"nlResolution": null,53"templateDataMap": null,54"desc": "Account Equals 'Conga'",55"result": false,56"display": "Account Equals Conga",57"resolvedDesc": "Account = undefined",58"conditionDesc": "Account Equals Conga"59}60]61}62]63}
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