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Process Compliance Navigator
Set Up Compliance Clause Extraction

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Set Up Compliance Clause Extraction

Assign permissions, set up Einstein Generative AI, turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type, turn on Scoring Framework, and turn on file security settings.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions 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
User Permissions Needed
To configure Process Compliance Navigator:

Compliance Admin permission set

OR

Modify All Data
  1. Assign Agent Platform Builder, Execute Prompt Templates, NLP Service, and Scoring Framework Admin, Run Flows permissions.
  2. Set Up Einstein Generative AI.
  3. Turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type.
    1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select Industries AI Setup.
    2. Turn on the Industries AI Setup setting.
    3. Click New Use Case Configuration.
    4. Select Compliance Document Clause Extraction Configuration Type.
    5. Enter a label, API name, and description.
    6. Click Save & Continue.
    7. Click Set Up and agree to the terms and conditions.
    8. Click Save & Continue and then Activate.
  4. Turn on Scoring Framework.
    1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select Scoring Framework.
    2. Turn on Scoring Framework.
  5. Turn on file security settings.
    1. From Setup, in the Quick Find box, and then find and select File Upload and Download Security.
    2. Click Edit.
    3. Update the File Type .pdf to Execute in browser.
    4. From Setup, in the Quick Find box, and then find and select Salesforce Files.
    5. Select Display alternative file previews.
    6. Save your changes.
 
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