Single Document Extraction with Contracts AI

What You Can Do

• Extract contract fields and clauses from documents.
• Define extraction logic by using prompts.
• Review extraction results before running extraction.
• Customize extraction by using extraction templates and Prompt Builder.

How Contract Extraction Works

Contracts AI processes documents by using context definitions, prompts, and AI-driven extraction methods to extract structured contract data. The main components include:

• Context definitions define the structure of data to extract and determine what data to extract, not how to perform extraction. They specify:
  • Attributes (fields) to extract
  • Relationships between attributes
  • Data structure for output
• Context mapping defines where to map the extracted data.
  • Maps extracted values to Salesforce fields.
  • Mapping doesn’t influence how extraction works.
• Use AI models to process document content based on the extraction method. You don’t select extraction methods manually.
• Prompts are instructions that guide how to identify and extract values from the document. Prompts are the primary way to control extraction behavior.

Summary

• Prompts define extraction logic.
• Context defines the extraction structure.
• Mapping defines the output destination.
• Admin configures the extraction methods.
• Extraction behavior is validated by using preview.

Extraction Methods in Contracts AI

Contracts AI uses multiple extraction methods to process documents and extract contract data. These methods run in a predefined order based on the configurations.

• Document AI
• Industries Einstein
• Multimodal Extraction