Auto-populate fields by training custom ML models

With Custom ML Extraction, you can train a machine learning model to auto-populate fields using previously coded examples as training data.

Instead of using a regular expression, Custom ML Extraction uses examples that you create with the Contracts send-to-field feature in the viewer. You manually populate fields for many documents, and those examples serve as guidance for a new machine learning model that you build and train within the same workspace.

Custom ML Extraction auto-populates fixed-length text and long text fields.

Create and train a custom model

To auto-populate fixed-length text and long text field types:

1. Open the Contracts Models tab.
2. Click New Contracts Model.
3. Name your model.
4. For Model Type, select ML Extraction.
5. Add a description.
6. On the Training Notifications card and enter email addresses, separated by lines, for users that should receive notifications when the model training completes.
7. On the Populate Existing Field card, select the fixed-length text or long text field you want to populate.
8. On the Model Training card, select the Field To Train On. This is the field you coded as examples.
   Select a Training source. This is the saved search that contains all the documents for which you used send-to-field.
9. For Existing Value Options,select how Contracts handles an existing value in the target field:
   
   • Prepend—put the new result before that text.
   • Append—put the new result after that text.
   • Replace—replace that text.
   • Do nothing—leave that text.
   For date fields, you can only replace or do nothing.
10. On the Store Additional Text Around Result card, you can optionally select a long text field to store the text of the section (if segmented) in which the auto-populated result is found. If the document does not have sections, you can configure advanced options:
    
    • Leave the field blank if there is no section.
    • Default to a specified number of words before or after the result if there is no section.
    • Ignore sections and look for only a specified number of words before or after the result.
    
    
11. Click Save.
12. Click Train Model.

Run a custom model

To run a custom model:

1. Open the Contracts Analysis Profiles tab.
2. Click New Contracts Analysis Profile.
3. Name your analysis profile.
4. Add a description.
5. On the Extraction tab, add the model you created.
6. Click Save.

To use your analysis profile:

1. Go to the Contracts Analysis Sets tab.
2. Click New Contracts Analysis Set.
3. Name your analysis set.
4. Choose the analysis profile you created.
5. Select a saved search to run the analysis on.
6. Click Analyze.

Frequently asked questions