Clause Extraction with Generative AI for Process Compliance Navigator

Keep your company up to date on current regulations and policy clauses by using Generative AI to upload documents and create regulation and policy clause records. Generative AI streamlines the process of drafting clauses and enables the efficient extraction of clause details in PDFs, boosting your productivity, accuracy, and compliance in the digital age.

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.

Key capabilities of Clause Extraction with generative AI:

Upload a PDF and extract key information and details of the policy or regulation.
Extract the clauses in the document and ignore sections, such as definitions, frequently asked questions, and references.
Customize the clause extraction prompt template to meet your business needs.
Show extracted clauses for the compliance officer to review.
Create the clauses and clause version records.

Compliance Clause Extraction Set Up
Assign permissions and turn on settings to use Compliance Clause Extraction.
Compliance Clause Extraction
To streamline and automate the process of digitizing PDF regulation and policy clauses, use Generative AI.