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Custom Data Extraction

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

  Estimated Read Time: 5 minutes

Sections in this article:


Overview

Gatekeeper AI enables you to extract custom fields directly from your contract documents using Extract, Intake, and Enrich. This automatically populates data fields for you with information pulled directly from the contract's master record.

Configure Custom Data Fields For Extraction

To extract custom fields with Gatekeeper AI, you'll first need to configure the fields you want extracted in your custom data settings.

Note: Users must be a Global Administrator with the Configuration additional permission to perform these steps.

  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 the name to open it. Alternatively, add a new custom data group. For a refresher on how to create custom data groups and fields, refer to the Configure Custom Data article.
  4. Click the edit icon image-png-Jun-02-2025-02-04-41-5214-PM on the relevant custom data field.
  5. Select the Extract Data checkbox. If another field with the same name has already been configured for extraction, Gatekeeper will notify you.
  6. If required, add Custom AI Instructions to provide Gatekeeper AI with context. This is used to provide brief context to help find the data you need, but this is only required if the field name is ambiguous. See Custom AI Instructions for further details.
  7. Complete the optional fields as needed, then click Save.

Note: Gatekeeper can extract the following custom field types:

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

The fields must be within a group allocated to contract records. Custom tables cannot be extracted.

Custom AI Instructions

The Custom AI Instructions are used to provide context to help Gatekeeper AI 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; Gatekeeper AI 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 Specific payment due date
Force Majeure Clause Multi-line text Full Force Majeure Clause
Indemnification Clause Multi-line text Full Indemnification Clause