Customize the Compliance Prompt Template

Customize the Compliance Document Clause Extraction prompt template based on your business needs. Only one version can be active at a time.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To configure Process Compliance Navigator: Compliance Admin permission set
To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission

AND

Execute Prompt Templates permission

To use Natural Language Processing: NLP Service permission set
To use Scoring Framework: Scoring Framework Admin permission set
To run flows: Run Flows permission

The Compliance Document Clause Extraction prompt template extracts clauses from the text of a policy or regulation document.

  1. Override a Standard Prompt Template.
  2. Customize the Compliance Document Clause Extraction template based on your business needs.