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Process Compliance Navigator
Customize the Compliance Prompt Template

Customize the Compliance Prompt Template

Customize the Compliance Document Clause Extraction prompt template based on your business needs. Only one version can be active at a time.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To configure Process Compliance Navigator: Compliance Admin permission set
To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission

AND

Execute Prompt Templates permission

To use Natural Language Processing: NLP Service permission set
To use Scoring Framework: Scoring Framework Admin permission set
To run flows: Run Flows permission

The Compliance Document Clause Extraction prompt template extracts clauses from the text of a policy or regulation document.

  1. Override a Standard Prompt Template.
  2. Customize the Compliance Document Clause Extraction template based on your business needs.
 
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