Analysis

You can analyze your contracts by creating and running an analysis set. An analysis set combines an analysis profile with a saved search of documents to run analysis on.

• Models—Individual components that each perform a specific type of analysis, such as extracting essential fields, segmenting contracts into sections, classifying section types, or extracting definitions. Models in Contracts include, but are not limited to:
  • Essential Fields
  • Segmentation
  • Section Classification
  • Definition Extraction
• Analysis profiles—Reusable bundles of one or more models. You select an analysis profile when you create an analysis set.
  • With an analysis set, you can run the analysis and check on progress.
  • In an analysis set, you select your analysis profile, the saved search of documents you want to analyze, and click Analyze.

After you run an analysis set, you can review the results and rerun analysis as needed. For more information on analysis sets, see Analysis statuses and results.

Model types in Contracts

There are two general categories of models in Contracts:

• Prebuilt models
• Models requiring customization

You can add either category of model to an analysis profile.

Prebuilt models

Contracts includes the following models that are ready to run:

Contracts model type	Description
Essential Fields	Auto-populates fields such as contract title, contract type, parties, effective date, and governing law using generative AI. For more information, see Auto-populate essential fields with generative AI.
Segmentation	Breaks each document into sections and creates a new document for each section found. For more information, see Segment contracts into sections.
Section Classification	Identifies section types for documents in your data source. For more information, see Classify section types.
Definition Extraction	Extracts definitions from documents in your data source. For more information, see Extract definitions from contracts.
Contract Classification	Auto-populates contract title and type for regions that do not support the Essential Fields model. Do not run Classification if you are in a region that uses Essential Fields. For more information, see Classify contract types.

Models requiring customization

The following models require customization before running:

Contracts model type	Description
Regular Expression	Runs all selected regex on your data source and either generates a report, auto populates a field of your choosing, or both, depending on your model configuration. For more information, see Run reports on regular expressions and Auto-populate fields with regular expressions.
Regular Expression Segmentation	Uses a regex you create to break up every document in your data source into sections and creates a new document for every section found. For more information, see Segment contracts into sections.
Regular Expression Definition Extraction	Uses a regex you create to extract all definitions for every document in your data source. For more information, see Extract definitions from contracts.
Document Assembly	Generates a new document for every document in your data source based on your assembly template and field-to-token mapping. For more information, see Automate document assembly based on field values.
Unitization	Auto groups documents into families based on shared field values. For more information, see Auto-group families based on shared field values.
ML Extraction	Auto-populates text fields by giving you the ability to train a custom machine learning model using previously coded examples as training data. For more information, see Auto-populate fields by training custom ML models.

Contracts analysis profile options

The analysis profile includes the following options:

Analysis profile option	Description
Reference Auto linking	Creates links in the document for all instances where text references a section found through segmentation.
Batch Size Setting	Determines how many documents an agent processes at a time. If you leave this blank, Contracts defaults to the value set for the Batch Size instance setting in the Contracts AI section.
Notifications	Sends an email to the selected user when the analysis set completes. The email includes the number of documents completed, canceled, excluded, and errored, along with a link to the analysis set.

Analysis workflow

Following are high-level instructions for running Contracts analysis:

1. Run Relativity Imaging.
2. Run Contracts OCR.
3. Create a new analysis profile from the Contracts Analysis Profiles tab.
4. Add models to your analysis profile.
5. Create a new Contracts Analysis Set that points to one of your analysis profiles and also to a saved search with the documents you want to analyze.

Once you run the analysis, you can review and evaluate your results and rerun analysis as needed.

Rerunning analysis sets

After running analysis, you may want to evaluate results, adjust your analysis profile, and rerun analysis on the same documents. The steps for rerunning analysis depend on the model type.

To rerun an analysis set:

1. Click Analyze to run the analysis set again.
2. If any documents encounter an error, click Retry Errors.
3. If new documents were added to the saved search, click Incremental Analysis to run analysis on only the new documents.
4. If no new documents were added and you want to rerun the entire analysis set, click Re-Analyze.

Rerunning contracts classification

To rerun contracts classification:

1. Navigate to the analysis set you would like to run again.
2. Delete all the contracts analysis documents associated with that set.
   This will not impact the documents themselves, any coding decisions, or any fields on the document. It indicates that these documents should run again.
3. Once deleted, click the Re-Analyze button.
   
   This will rerun the documents through the analysis.

Contracts will skip any documents for which there is already a value.

Rerunning contracts segmentation

To rerun contracts segmentation:

1. Delete existing sections. If you do not delete existing sections, rerunning segmentation creates duplicate sections.
   You can create a saved search containing the section documents you want to delete, and then use the mass action button to delete them.
2. Navigate to the analysis set you want to run again.
3. Delete all the Contracts Analysis Documents associated with that set.
   This does not affect the documents themselves, any coding decisions, or any field values on the document.
4. Click Re-Analyze to rerun the documents through the analysis.

Rerunning extraction

To rerun extraction:

1. Navigate to the analysis set you would like to run again.
2. Delete all the Contracts Analysis Documents associated with that set.
   This will not impact the documents themselves, any coding decisions, or any fields on the document.
   
3. Once deleted, click the Re-Analyze button to rerun the documents through the analysis.