---
schema_version: "1"
id: 06eb720006f5db70898a1c53a7ecb348931539390b7fa103ea309c1cdc5440e6
title: Extract Compliance Clauses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_clause_extraction_extract.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_extract.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ccf50d8e4676cf0ecf04fd3b8d7fb3d3c114684934f5896f27ffaa40fcf982fe
description: To extract the clauses and other information, such as reference links, and descriptions, upload the regulation or policy document PDF.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Extract Compliance Clauses

To extract the clauses and other information, such as reference links, and descriptions, upload the regulation or policy document PDF.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">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 <a href="https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Process Compliance Navigator.">View editions availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d10518e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">
              <p>Prompt Template Manager permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Execute Prompt Templates
                permission</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">To use Natural Language Processing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">NLP Service permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">To use Scoring Framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">Scoring Framework Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">To run flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10518e67 ">Run Flows permission</td>

          </tr>
        </tbody>
      </table>

Identify and extract clauses from a PDF. Initiate multiple extractions simultaneously. The in-app notification shows the success or failure of the extraction and when the system adds the extracted clause to the clause library.

1. From the App Launcher, find and select **Process Compliance Navigator**.
2. Extract Compliance Clauses for Regulation Versions.
    1. From the navigation bar, select **Regulation Version**.
    2. Select a regulation version.
    3. Click Extract Clauses.
    4. Click **Upload Files**, select the file, and then click **Done**.
    5. Preview the file, and then click **Submit**.
    6. When you submit a file for extraction, a disclaimer message for Generative AI appears. Click **Got it**.
3. Extract Compliance Clauses for Compliance Policy Versions.
    1. From the navigation bar, select **Compliance Policy Version**.
    2. Select a compliance policy version.
    3. Click Extract Clauses.
    4. Click **Upload Files**, select the file, and then click **Done**.
    5. Preview the file, and then click **Submit**.
    6. When you submit a file for extraction, a disclaimer message for Generative AI appears. Click **Got it**.

The extraction continues as a background process. Review the extracted clauses on the Regulation Version Document Extract Request and Compliance Policy Version Document Extract Request related lists.