Process Flow Example: Legal Data Identification, Extraction, and Storage

Last Updated: Version R2510

The customer needs to identify key clauses, obligation and expiration dates in their customer contracts. Once identified and extracted, the data needs to be stored in a SQL database for further examination. The process flow required an import task that runs automatically when a new file is added to, or modified within, a specified OneDrive folder. The task connects to an AI Classification model and the documents are moved to a new location after import. The data fields are added to a specific SQL database.

Prior to configuring this process flow, the Designer configured the following:

• An AI model integration to classify the document data

• A OneDrive storage location for the imported files

• An AI model integration to extract the data fields

• A SQL storage location

This process flow is fully automated and requires no Operator interaction.