Extract definitions from contracts

When reviewing contracts, you may need to quickly identify and reference the defined terms in each agreement. Instead of manually searching through contracts for definitions, you can use the Definition Extraction model to automatically find each definition and store it as a structured object in Relativity. Once extracted, you can view, search, and navigate to definitions directly from the Contracts Definition tab or the Contracts Viewer.

For example, if a contract contains the following definition:

"Loan Rate means the Domestic Rate or the Eurodollar Rate."

After you run the Definition Extraction model, the Contracts Definition tab displays a row for this definition with the following values:

Field	Value
Name	Loan Rate
Text	The Domestic Rate or the Eurodollar Rate

Contracts definition extraction

To extract definitions from your contracts, you create an analysis profile with the Definition Extraction model and then run an analysis set against a saved search.

To run Contracts definition extraction:

1. Go to the Contracts Analysis Profiles tab.
2. Click New Contracts Analysis Profile.
3. Enter a name for the analysis profile.
4. Enter a description.
5. Add the Definition Extraction model.
6. Click Save.

After you create the analysis profile, run it against a set of contracts.

To run the new analysis set:

1. Go to the Analysis Set tab.
2. Click New Contracts Analysis Set.
3. Enter a name for the analysis set.
4. Select the analysis profile you created.
5. Select a saved search to run the analysis on.
6. Click Save.
7. Click Analyze.

The status of the analysis appears under the Status section. When the analysis is complete, click Refresh to view results.

Fields auto-populated by Contracts

After the analysis completes, Contracts automatically populates the following fields on the Contracts Definition object.

Field	Field Type	Description
Name	Fixed-length text	The name of the defined term, extracted from the contract text.
Text	Long text	The text of the definition, extracted from the contract text.
Definitions	Multiple object	The control number of the document containing the definition. To display this field, add it to a view on the Contracts Definition object.

To view definitions in the Contracts Viewer, add the Definitions multiple object field to a coding layout.

Regular expression definition extraction

If the built-in Definition Extraction model does not perform well on your data set, you can create a custom regular expression model to extract definitions instead.

• If your regular expression does not include a capture group, Contracts populates the Name field the same way as the built-in Definition Extraction model.
• If your regular expression includes a capture group, Contracts uses the capture group for the Name field.

To run regular expression definition extraction:

1. Navigate to the Contracts Models tab.
2. Click New Contracts Model.
3. Enter a name.
4. For Model Type, select Regular Expression Definition Extraction.
5. Select a regular expression.
6. Click Save.

Add the model to an analysis profile.

1. Go to the Contracts Analysis Profiles tab.
2. Create a new analysis profile or edit an existing one.
3. Navigate to the Definition Extraction tab in the layout group.
4. Select the model you created.
5. Click Save.

Next, run the new analysis set:

1. Go to the Contracts Analysis Sets tab.
2. Click New Contracts Analysis Set.
3. Enter a name for the analysis set.
4. Select the analysis profile.
5. Select a saved search to run the analysis on.
6. Click Save.
7. Click Analyze.

The status of the analysis appears under the Status section. When the analysis is complete, click Refresh to view results.