Analysis

Note: Contracts is not generally available, but is currently available in an Advanced Access Program until July 26th, 2023. If you’d like more information about this program, please contact your Account Executive.

An analysis set is comprised of models and analysis profiles. Think of a model as a worker designated to handle an individual piece of the overall analysis. Models in Contracts include contract classification, segmentation, section classification, extraction, and document assembly. An analysis profile is a bundle of models, like a reusable template for doing various jobs.

With an analysis set, you can run the analysis and check on progress. In an analysis set you select your analysis profile and the documents you want to analyze, and click Analyze. For more information on analysis sets, see Analysis statuses and results.

Contracts analysis profile models

Below are the types of models you can add to an analysis profile:

• Contract Classification—identifies the contract type for every document in your data source. For more information, seeClassify contract types.
• Segmentation—breaks up every document in your data source into sections and creates a new document for every section found. For more information, seeSegment contracts into sections.
• Section Classification—identifies all section types for every document in your data source. For more information, see Classify section types.
• Extraction—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 regex configuration. For more information, see Run reports on regular expressions results.
• Definition Extraction—extracts 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 Automating 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.

Contracts analysis profile options

The analysis profile includes the following options:

• Reference Auto-linking—creates links in the document for all instances where the text references a section found through segmentation.
• Batch Size Setting—this setting drives how many documents an agent will process at a time. If you leave this blank, Contracts will default to the value you have set for the BatchSize instance setting in the Contracts.AI Section.
• Notifications—contracts will send an email to the user selected upon completion of an analysis set. This email will include information on the number of documents completed, canceled, excluded, and errored with a link to your analysis set.

Analysis workflow

Below 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

A common workflow when using Contracts is running analysis, evaluating results, making changes to your analysis profile, and then rerunning analysis on the same document set to get better results.

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 tells our system that these documents need to be run again.
3. Once they are deleted, click the Analyze or Incremental Analysis button to rerun the documents through the analysis.

Note: 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 these, rerunning segmentation will create duplicate sections. Create a saved search containing all of the section documents you need to delete and delete them with the mass action button.
2. Navigate to the analysis set you want to run again.
3. 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.
4. Once they are deleted, click the Analyze or Incremental Analysis button 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 they are deleted, click the Analyze or Incremental Analysis button to rerun the documents through the analysis.

Note: When running Extraction Models, make sure to double check the Model setting for Existing Values. If you populated fields and have the Existing Values setting set to Do Nothing you will need to either change it to Replace or Mass Edit to clear out the field value yourself.
If you mass clear out the value yourself, note that this will not remove the green dot next to the field in the Contracts Viewer. To remove this location-based association, Contracts ships with a script called Clear Send to Field. Simply select your saved search and a field to clear, and Contracts will mass remove the location-based association and the green dot next to the field in the Contracts Viewer.