Configure Fields for Extraction With Contracts AI

Context Service uses extraction templates to identify and extract required field values from documents. Customizing field prompt descriptions guides generative AI to improve the accuracy of field value extraction based on predefined field mappings. These configurations apply across the Document AI, Multimodal, and Industries Einstein extraction methods.

1. Turn On Context Service for Extracting Contract Details in Salesforce Contracts
   Grant users access to use context service to extract contract details from files. By default, the Context Service for Salesforce Contracts option is disabled.
2. Use Context Definitions to Extract Contract Details
   A context definition defines the relationship between nodes and attributes to access relevant data from a mapped source. Use the predefined ContractsExtractionContext definition to extract contract details from a file, or clone and customize it for your needs.
3. Configuration of Fields for Extraction From a File
   Custom contract extraction lets you extract specific values from a file for both predefined and user-defined fields. For example, extract a payment method from a document and map it to a custom contract field. Use adaptable extraction templates with tailored prompt instructions for different use cases.