1. How do I extract and classify key terms from contract documents using Generative AI?
  2. Why can’t I see the Extract Key Terms menu item from the Action menu in the Contracts UI?

Why can’t I see the Extract Key Terms menu item from the Action menu in the Contracts UI?

To display and use the Extract Key Terms menu item from the Action menu in the Contracts UI, you must enable the opt-in Extract Key Terms from Contract Documents Using Generative AI as outlined in Enable the Extract Key Terms from Contract Documents Using Generative AI Feature.

You must also have the following privileges:
  • Edit Key Term Values (OKC_EDIT_KEY_TERM_VALUES_PRIV)
  • Use Generative AI Features in Sales (ZCA_USE_GENAI_IN_SALES_PRIV)
  • Edit Contract (OKC_EDIT_CONTRACT_PRIV)