---
schema_version: "1"
id: 0d1b830e980ffd3dd63c5537dc9bd40422673a6ec0917b2abab4ac3e86c93af2
title: Extract Regulation and Policy Clauses with Generative AI for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_extract_clauses_ai.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_extract_clauses_ai.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c32bf9e0fe6c17985783fdf20c641263b03730d2f8644b35d00016f0e4c3297b
description: Upload a regulation or policy PDF and let generative AI extract the clauses for you. Generative AI scans the document, identifies the substantive clauses, and skips boilerplate sections such as definitions, FAQs, and references. Compliance officers review the extracted text and create regulation clause or compliance policy clause records in a few clicks.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Extract Regulation and Policy Clauses with Generative AI for IT Compliance

Upload a regulation or policy PDF and let generative AI extract the clauses for you. Generative AI scans the document, identifies the substantive clauses, and skips boilerplate sections such as definitions, FAQs, and references. Compliance officers review the extracted text and create regulation clause or compliance policy clause records in a few clicks.

### 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: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</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="text-align:left;vertical-align:top;" id="d21234e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">To set up clause extraction:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">
              <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="d21234e74 ">To use Natural Language Processing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">NLP Service permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">To use Scoring Framework:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">Scoring Framework Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">To run flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21234e74 ">Run Flows permission</td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

Note Though the existing documentation talks about clause extraction for Process Compliance Navigator, the same concepts apply for clause extraction in IT Compliance in Agentforce IT Service.

1. Assign the required permissions, turn on Einstein generative AI, activate the **Compliance Document Clause Extraction** configuration type, turn on **Scoring Framework**, and update **File Upload and Download Security** settings so users can preview PDFs in the browser.
    
    For the detailed setup steps, see [Set Up Compliance Clause Extraction](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_setting.htm&type=5&language=en_US).
2. If your business needs different extraction logic, customize the **Compliance Document Clause Extraction** prompt template in Prompt Builder.
    
    You can keep only one version of the template active at a time. For more details, see [Customize the Compliance Prompt Template](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_prompt.htm&type=5&language=en_US).
3. Extract the clauses.
    
    From the IT Compliance app, open the regulation version or compliance policy version record that you want to extract clauses for, click **Extract Clauses**, upload the source PDF, preview the file, and submit it for extraction. Acknowledge the generative AI disclaimer to start the run.
    
    You can run multiple extractions in parallel. For more details, see [Extract Compliance Clauses](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_extract.htm&type=5&language=en_US).
4. Check the status of each extraction to see which actions are available next, such as reviewing the extracted content, continuing a review in progress, or reinitiating a failed extraction.
    
    For the full list of statuses and the actions supported at each stage, see [Clause Extraction Results](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_results.htm&type=5&language=en_US). Extracted clauses are available for review for 90 days, after which they expire.
5. Create a regulation clause version or compliance policy clause version record.
    
    From the regulation version or compliance policy version record, click **View Extracted Clauses**, select an extracted document, and click **View Results**. Review each clause, refine the text where needed, select the clauses you want to keep, and click **Create New Clause**. Acknowledge the generative AI disclaimer to save the records.
    
    For more details, see [Create Regulation and Policy Clauses](https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_clause_extraction_draft_clauses.htm&type=5&language=en_US).