<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=691116991096043&amp;ev=PageView&amp;noscript=1">
Skip to content
  • There are no suggestions because the search field is empty.

LuminIQ - Custom Data Extraction

This article will walk you through how to use LuminIQ to extract your custom fields from your contracts.

  Restore Visibility

  Estimated Read Time: 5 minutes

Sections in this article:


Overview

Lumin Extract and Lumin Intake allow you to extract custom fields directly from your contracts. This simplifies contract creation by automatically populating fields for you with extracted information.

Configure Custom Data Fields for LuminIQ

  1. From the navigation menu, expand the Settings option, then click Configuration.
  2. Click Custom Data.
  3. If you have an existing custom data group, click to access it, otherwise add a new custom data group. For a refresher on how to create custom data groups and custom fields, refer to the Configure Custom Data article.
  4. Select the Extract Data checkbox.
    1. If another field with the same name has already been configured for LuminIQ, Gatekeeper will notify you.
  5. If required, add Custom AI Instructions to provide LuminIQ with context. This is used to provide brief context to help LuminIQ find the data you need, but this is only required if the field name is ambiguous. See Custom AI Instructions for further details.
  6. Complete the optional fields as needed, then click Save.

LuminIQ supports the extraction of the following custom field types from contracts:

  • Dropdown list
  • Multi-line text
  • Single line text
  • Integer
  • Date
  • Yes/No
  • Dependent fields (fields based on answer Yes/No)

Create a Contract with Extracted Custom Data Fields

To get started, follow the steps for creating a contract using Lumin Extract or Lumin Intake.

Once the file has processed, you'll see the regular extracted core data at the top, as well any custom data in sections below.

custom data - luminiq

Review the extracted data, then click Create Contract to finalise the process.

Note: Any items with the green sparkle icon to the right indicates that the data was extracted by LuminIQ. 

Custom AI Instructions

The Custom AI Instructions are used to provide context to help LuminIQ find the data you need. 

Note: When the custom field name is clear and specific, for example Data Protection Clause Present, you do not need to provide additional instructions. Guidance is only necessary if the field name is ambiguous.

For best results, avoid including the field name or phrases like Search for in the instructions; LuminIQ is already configured to identify the field, and extra prompts may hinder accurate data extraction. The following table is a collection of possible custom fields, custom field types, and custom AI instructions to help you get started:

Custom Field Example

Custom Field Type

Custom AI Instruction Suggestion
Data Protection Clause Multi-line text Full Data Protection Clause
Payment terms Dropdown list, single pick. (Options: 10 days, 15 days, 30 days, 60 days, 90 days) Payment due period (in days)
Intellectual Property Rights Clause Multi-line text Full Intellectual Property Rights Clause
Governing Law Single-line text Governing law region or country
Jurisdiction Legal Authority Single-line text Specific court or legal body authorised to handle disputes
Non-Compete Clause Multi-line text Full Non Compete Clause
Non-Solicit Clause Multi-line text Full Non Solicit Clause
Retention Period for auditing purposes Integer Years contract is retained for auditing purposes
Payment Due Date Date Find a specific payment due date
Force Majeure Clause Multi-line text Full Force Majeure Clause
Indemnification Clause Multi-line text Full Indemnification Clause