Assign permissions and turn on settings to use Compliance Clause Extraction.
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. |
- 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. - 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.