Reference: AI Model Library Fields
These fields are available in the Workday Contract Intelligence AI Model Library.
Billing and Invoicing
Model | Description |
|---|---|
Buyer's Billing Address | This model extracts the billing address for the Buyer from the agreement. |
Initial Payment Due Date | This model extracts the date that the first payment is due under the agreement. |
Order / Invoice Date | This model extracts the invoice date from the agreement. |
Order / Invoice ID | This model extracts the invoice id from the agreement. |
Payment Frequency | This model extracts the frequency by which payments are due under the agreement. |
Shipping Address | This model extracts the address where goods should be shipped under the agreement. |
Total Amount | This model extracts the total amount due under the agreement. |
Total Discount (Amount) | This model calculates the total amount of discounts in the agreement. |
Construction Contractor / Sub-contractor
Model | Description |
|---|---|
Flow Down Clause Summary | This model summarizes the flow down clause for subcontractors under the agreement. |
Hazardous Materials | This model extracts the types of hazardous materials specified in the agreement. |
Insurance Coverage Requirements | This model extracts the type and amount of insurance coverage required under the agreement. |
Liens by Subcontractors | This model determines whether subcontractors may attach liens under the agreement. |
Liens by Subcontractors Summary | This model summarizes the liens available to subcontractors under the agreement. |
Project Cost | This model calculates the total cost of the project under the agreement. |
Project End date | This model extracts the project end date from the agreement. |
Project Start Date | This model extracts the project start date from the agreement. |
Right to Stop Project | This model determines whether the agreement has a right to stop project clause. |
Right to Withhold Payment | This model determines whether the agreement has a right to withhold payment clause. |
Right to Withhold Payment Summary | This model extracts the conditions under which a party may withhold payment under the agreement. |
Customer Support and Service
Model | Description |
|---|---|
Audit Report Summary | This model summarizes the type(s) of audit reports that must be furnished under the agreement. |
Certificate of Insurance | This model determines whether a certificate of insurance is required to be produced under the agreement. |
Counterparty Notice Address | This model extracts the address for counterparty notice from the agreement. |
Delivery Requirements | This model determines whether delivery requirements are specified under the agreement. |
Furnish Audit Reports | This model determines whether a requirement to furnish audit reports is specified in the agreement. |
Response Time | This model determines the time frame in which the service provider must respond to issues or service requests under the agreement. |
Support Channels | This model extracts the available support channels under the agreement. |
Data Privacy
Model | Description |
|---|---|
Access Rights | This model identifies provisions that grant users the right to access, view, or obtain copies of their personal data held by the organization. |
Data Minimization Clause | This model determines whether the agreement contains a data minimization clause. |
Data Privacy Regulation Requirements | This model determines the data privacy regulations the parties are subject to under agreement. |
Data Security Commitments | Ths model determines the data security commitments of the vendor under the agreement. |
Deletion Procedures | This model identifies the specific methods, timelines, and requirements for securely removing or destroying user data upon request or after retention periods expire. |
Types of Data Collected | This model identifies and categorizes the specific types of personal data, behavioral information, and other data categories that will be collected from users under the agreement. |
Employment Agreements
Model | Description |
|---|---|
Base Salary | This model extracts the base salary from the employment agreement. |
Benefits Package | This model identifies all of the benefits specified in the employment agreement. |
Employment Duration Type | This model determines the employment duration type under the employment agreement. |
Employment End Date | This model identifies the end date of employment under the employment agreement. |
Employment Start Date | This model identifies the start date of employment under the employment agreement. |
Employment Type | This model determines the type of employment under the employment agreement. |
Location Restriction | This model determines whether the employee is subject to location restrictions under the agreement. |
Non-Compete Clause | This model determines whether the agreement has a non-compete clause. |
Non-Compete Clause Summary | This model summarizes the non-compete clause of the employment agreement. |
Non-Disparagement Clause | This model determines whether a non-disparagement clause is provided under the employment agreement. |
Pay Type | This model lists all of the types of payment an employee will receive under the employment agreement. Reimbursements and benefits are not included. |
Sick Leave | This model extracts the number of sick days granted to an employee under the agreement. |
Term of Employment Summary | This model summarizes the terms of employment (e.g., start date, termination date) found in the employment agreement. |
Termination Conditions Summary | This model summarizes the conditions for terminating employment under the agreement. |
Energy Service Agreements
Model | Description |
|---|---|
Backup Power Provisions | This model extracts the backup power provisions from an energy service agreement. |
Baseline Energy Usage | This model determines the value of the baseline energy usage for the energy service agreement. |
Billing Period | This model determines the billing period for the service agreement. |
Energy Rate Scheme | This model determines whether the energy rate is fixed or variable under the energy service agreement. |
Energy Type | This model determines the type of energy specified in the service agreement. |
Gas Price Rate | This model extracts the gas price from the energy service agreement. |
Rate Per Kwh | This model extracts the rate per Kwh for electricity from the agreement. |
Transmission Charges | This model summarizes the transmission charges under the energy service agreement. |
Unit of Measurement (Gas) | This model determines the unit of measurement specified for the gas provided in the energy service agreement. |
Usage Requirements | This model determines the usage requirements under the energy service agreement. |
ESG Third Party Management
Model | Description |
|---|---|
ESG Anti-Bribery and Corruption Standards Summary | This model summarizes the anti-bribery and corruption standards that require compliance under the agreement. |
ESG Diversity & Inclusion Standards Summary | This model summarizes the diversity and inclusion standards that require compliance under the agreement. |
Financial Services Industry
Model | Description |
|---|---|
Indemnification | This model extracts and summarizes the indemnifications found in the custodial agreement. |
Scope of Services | This model summarizes the scope of services listed in the custodial agreement. |
Overdraft | This model extracts the overdraft provisions found in the custodial agreement. |
Setoff | This model extracts the setoff provisions found in the custodial agreement. |
Loan Term Length | This model extracts the term length for the loan in the loan agreement. |
Maturity Date | This model extracts the maturity date for repayment of the loan under the loan agreement. |
Interest Rate | This model extracts the applicable interest rate for the loan. |
Loan Type Summary | This model concisely summarizes whether the loan is fixed or floating, revolving facility, term, bilateral or syndicate, etc. |
Healthcare Industry
Model | Description |
|---|---|
Safeguards Summary | This model extracts the safeguard provisions found in the business associate agreement. |
Permitted Uses and Disclosures of PHI | This model extracts the direct permitted uses and disclosures of PHI found in the business associate agreement. |
Prohibited Uses and Disclosures of PHI | This model extracts the direct prohibited uses and disclosures of PHI found in the business associate agreement. |
Business Associate Audit Obligations | This model summarizes the audit obligations under the business associate agreement. |
Responsibilities of the Covered Entity | This model extracts the responsibilities of the covered entity under the business associate agreement. |
Minimum Necessary Standard | This model extracts the minimum necessary standard from the business associate agreement. |
Compliance Requirements | This model extracts all of the compliance requirements under the agreement. |
Sponsor Name | This model extracts the sponsor name from the agreement. |
Investigator Name | This model extracts the investigator name(s) from the agreement. |
Publication Rights | This model extracts the publication rights specified in the agreement. |
Claims Payment Period | This model extracts the number of days within which a claim must be paid after it is submitted under the agreement. |
Correction Period for Reimbursements | This model extracts the time frame within which reimbursement corrections must be made under the agreement. |
Credentialing Requirements | This model extracts the credentialing requirements from the agreement. |
Reimbursement Methodology | This model extracts the reimbursement methodologies applicable under the agreement. |
Insurance Programs | This model extracts the insurance programs applicable under the agreement. |
Information Required on Claims | This model extracts the types of information that must be included when submitting a claim under the agreement. |
Insurance Information
Model | Description |
|---|---|
Insurance Type | This model extracts the type of insurance that is provided under the agreement. |
Name of Insured | This model extracts the name of the insured party from the document. |
Policy Number | This model extracts the policy number from the document. |
IT Asset Management
Model | Description |
|---|---|
Uptime Percentage | This model determines the Uptime percentage for SLAs under the agreement. |
Lease Agreements
Model | Description |
|---|---|
Commencement Date | This model extracts the commencement date of the lease. |
Landlord Name | This model extracts the name of the landlord from the lease. |
Landlord Repair and Maintenance | This model determines whether repairs and maintenance are required of the landlord under the lease. |
Landlord Repair and Maintenance Summary | This model summarizes the landlord's requirements for repairs and maintenance under the lease. |
Leased Space Address | This model extracts the address of the leased space from the lease. |
Monthly Base Rent | This model extracts the base rent from the lease and converts it to the monthly amount if necessary. |
Property Tax Obligation | This model determines which party pays for property taxes under the lease. |
Rent Escalation Summary | This model summarizes the rent escalation specified in the lease. |
Rent Frequency | This model determines the frequency by which rent is due under the lease. |
Square Footage | This model extracts the square footage of the leased premises from the lease. |
Tenant Name | This model extracts the name of the tenant from the lease. |
Tenant Repair and Maintenance | This model determines whether repairs and maintenance are required of the tenant under the lease. |
Tenant Repair and Maintenance Summary | This model summarizes the tenant's requirements for repairs and maintenance under the lease. |
Tenant Right of First Refusal | This model determines whether the tenant has a right of first refusal under the lease. |
NDA Terms
Model | Description |
|---|---|
Confidentiality Markings Requirement | This model determines whether information must be marked or labeled as Confidential to be covered by the NDA. |
Destruction/Return of Data | This model extracts the requirements to destroy or return confidential data under the NDA. |
NDA Purpose | This model summarizes the purpose of the the NDA. |
NDA Risk Summary | This model provides a risk summary for the NDA. |
No Reverse Engineering | This model determines whether reverse engineering is permitted under the NDA. |
Receipts and Expenses
Model | Description |
|---|---|
Credit Card - Last 4 Digits | This model extracts the last four (4) digits of the credit card found on the receipt. |
Transaction Date | This model extracts the transaction date from the receipt. |
Merchant Name | This model extracts the merchant's name from the receipt. |
Receipt Line Items | This model extracts a list of all goods and/or services along with prices purchased on the receipt. |
Subtotal Amount | This model extracts the subtotal from the receipt. |
Sales
Model | Description |
|---|---|
Agreement Termination Options | This model summarizes the options for terminating the agreement. |
Notice for Change of Control | This model determines whether notice is required for a change of ownership under the agreement. |
Customer Notice Address | This model extracts the customer's physical address(es) for notices from the agreement. |
Customer Notice Email | This model extracts the customer's email address(es) for notices from the agreement. |
Logo Rights | This model classifies the logo rights under the sales agreement. |
Minimum Quantity Purchased | This model extracts the minimum quantity of units that must be purchased under the agreement. |
Products and Services Included | This model extracts a list of the products and services (and the quantity of each) purchased in the sales agreement. |
Publicity Rights Summary | This model summarizes the publicity rights under the sales agreement. |
Termination Rights upon Assignment | This model determines whether a party may terminate the agreement upon assignment. |
Uplift on Renewal | This model determines whether the agreement has an uplift on renewal provision. |
Uplift on Renewal Percentage | This model extracts the percentage of the uplift on renewal provision in the agreement. |
Vendor Notice Address | This model extracts the vendor's physical address(es) for notices from the agreement. |
Vendor Notice Email | This model extracts the vendor's email address(es) for notices from the agreement. |