---
schema_version: "1"
id: 2745205a00f781709630c6d2eb64bbe56420fd35f1f6c4a5ed0278d94b3117d8
title: Set Up Compliance Clause Extraction
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_setting.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_setting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 27bf630cf3d768633a4b6a7e1076b437948772d3adf9f3f7ffb7ed55b45dd1a3
description: Assign permissions, set up Einstein Generative AI, turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type, turn on Scoring Framework, and turn on file security settings.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Compliance Clause Extraction

Assign permissions, set up Einstein Generative AI, turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type, turn on Scoring Framework, and turn on file security settings.

### 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="d9515e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">
              <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="d9515e67 ">To use Natural Language Processing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">NLP Service permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">To use Scoring Framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">Scoring Framework Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">To run flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e67 ">Run Flows permission</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="d9515e137">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e137 ">To configure Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9515e137 ">
              <p>Compliance Admin permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

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

1. Assign Agent Platform Builder, Execute Prompt Templates, NLP Service, and Scoring Framework Admin, Run Flows permissions.
2. [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
3. Turn on Industries Cloud Einstein and set up the Compliance Document Clause Extraction Configuration Type.
    1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select **Industries AI Setup**.
    2. Turn on the **Industries AI Setup** setting.
    3. Click **New Use Case Configuration**.
    4. Select **Compliance Document Clause Extraction** Configuration Type.
    5. Enter a label, API name, and description.
    6. Click **Save & Continue**.
    7. Click **Set Up** and agree to the terms and conditions.
    8. Click **Save & Continue** and then **Activate**.
4. Turn on Scoring Framework.
    1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select **Scoring Framework**.
    2. Turn on **Scoring Framework**.
5. Turn on file security settings.
    1. From Setup, in the Quick Find box, and then find and select **File Upload and Download Security**.
    2. Click **Edit**.
    3. Update the File Type .pdf to **Execute in browser**.
    4. From Setup, in the Quick Find box, and then find and select **Salesforce Files**.
    5. Select **Display alternative file previews**.
    6. Save your changes.