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Conga AI Blueprint Clauses and Fields

Conga AI Blueprint

Create and use Blueprints in Conga AI Analyze to automate Clause and Field analysis and identification within Contract documents.

A Blueprint is a template that defines specific Clause and Fields to assist Conga AI Analyze during a Contract document analysis. A Blueprint's Clause and Field criteria identifies and matches Contract document-specific data with corresponding Clauses or Fields. Blueprints vary based on the Contract Type of a Contract document. For example, a Lease Agreement Contract will have a corresponding Blueprint that specifically analyzes Clause and Field data for Lease Agreement Contract types. 

Clauses and Fields in a Contract Document

A Contract document consists of Clauses and Fields. A Clause is a section of text in a Contract document that defines specific legal terms. Each Contract document contains multiple Clauses that are categorized by Clause Types. For example, an Accepted Payment Methods clause and Late Payment Term clause would have a Clause Type of Payment, while a Right of First Refusal clause would have a Clause Type of Applicable Law. A Contract document typically has many Clauses and multiple Clause Types. 

Fields are unique data values in a Contract document such as a specific dollar amount, date, percent, or name. Fields are found within Clauses of a Contract Document. For example, the Late Charge (percent) is a Field in the Late Payment Term Clause. In this example, the specific Field value in the Contract document would 5%.

Clauses and Fields in the Blueprint Designer

The Blueprint Designer allows you to create specific Blueprints for each Contract document type by defining Clauses and Fields with criteria.

Each Clause in a Blueprint requires a Clause Name, Clause Type, Criteria Evaluation Strategy, and Criteria. The Clause Name is used to identify and label the correct corresponding Clause data in Contract documents uploaded to the Contract Analyzer. The Clause Criteria Evaluation Strategy and Clause Criteria work together with the Conga AI Analyze's machine learning to identify and correlate Contract document data to the corresponding Clauses.

Similar to Clauses, Fields in a Blueprint require a Field Name, Field Type, Criteria Evaluation Strategy, and Criteria. These Field attributes allow the Contract Analyzer to identify and correlate data values in a Contract document to the correct Fields defined in a Blueprint. 

Clause and Field criteria works collaboratively with the Contract Analyzer's AI (machine learning) in the Contract Analyzer. Each time a user successfully identifies data as Clause or Field in the Contract Analyzer, Conga AI recognizes the correspondence and seamlessly factors the data pattern into future analysis. 

Create Clauses in the Blueprint Designer

Create Clauses in the Blueprint Designer to automatically identify corresponding data to Clauses in a Contract document when using the Contract Analyzer. 

 Regex expressions are supported for Clause criteria. It is recommended but not required to use Regex expressions. 

To create Clauses in the Blueprint Designer:

  1. Access an existing Blueprint or click the Create New button to create a new Blueprint. 
    • If you create a new Blueprint, complete the required Name field to name the Blueprint. 
  2. Click the Add button in the Clauses section.
  3. Name the Clause by entering a value in the Clause Name field. 
  4. Choose a Clause Type value in the Clause Type field.
  5. Select a Criteria Evaluation Strategy.
    • The Any Criteria Evaluation Strategy allows the Contract Analyzer to identify Contract data that fulfills any defined criteria as a matching Clause. Data that fulfills any of the defined criteria is considered as a match. 
    • The All Criteria Evaluation Strategy requires the Contract Analyzer to identify Contract data that fulfills all defined criteria as a matching Clause. Data that does not fulfill all of the defined criteria is not considered.
  6. Click the + Criteria button to add Clause Criteria.
  7. Choose a Criteria Type.
    • Keyword: Specifies associated keywords with a Clause.
    • Contains Field: Defines specific Fields within a Clause.
    • Search: Specifies keywords in relation to positioning of another Clause(s). 
    • Clause Location: Determines the location of Clause data relative to its position in a document. 
    • Order: Determines the location of Clause data relative to position of other Clauses and Fields. 
  8. Click Save.

Create Fields in the Blueprint Designer

Create Fields in a Blueprint to automatically detect corresponding values to Fields in a Contract document when using the Contract Analyzer. 

 Regex expressions are supported for Field criteria. It is recommended but not required to use Regex expressions. 

To create Fields: 

  1. Access an existing Blueprint or click the Create New Button to create a new Blueprint. 
    • If you create a new Blueprint, complete the required Name field to name the Blueprint.
  2. Click the Add button in the Fields section.
  3. Name the Field by entering a value in the Field Name field. 
  4. Select a Field Type.
    • DateDurationEmailLocationMoneyNameNumber, Percent.
  5. Select a Criteria Evaluation Strategy
    • The Any Criteria Evaluation Strategy allows the Contract Analyzer to identify Contract data that fulfills any defined criteria as a matching Clause. Data that fulfills any of the defined criteria is considered as a match.
    • The All Criteria Evaluation Strategy requires the Contract Analyzer to identify Contract data that fulfills all defined criteria as a matching Clause. Data that does not fulfill all of the defined criteria is not considered. 
  6. Choose a Criteria Type.
    • Compare: Compares data against other defined Field values.
    • Scope: Defines a Field's location within a Clause. 
    • Order: Determines a Field's location as either before or after specific Clauses and Fields. 
    • Search: Specifies keywords in relation to positioning of other Field(s). 
    • Field Location: Determines the location of Field data relative to its position in a document. 
    • Format: Uses a Regex expression to determine and find a Field. 
  7. Click Save.

 

 

 

 

 

 

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