Generative AI + Specialized AI Community Challenge + Legal Entity Case Analysis

Generative AI + Specialized AI Community Challenge + Legal Entity Case Analysis

Use Case Description

A Legal entity is an organization that creates special cases out of each Legal Transactions to meet the legal obligations as set by local, state, and federal laws. A transaction is an event associated with business dealings conducted between two or more parties that involve the formation and performance of an obligation or contract.

The use case involves a group email box receiving emails from Stakeholders with filled Legal Forms attached. Communication Mining is used to classify the message and label it as one of the 6 Legal Transactions.

Various details are extracted from the attachment using Document Understanding and filled into an Appian Workflow for Lega Case creation and assigned to respective Business User for handling the case as per the transaction. A Multipage Contract PDF is generated at end of the flow and saved into Files Service.

The case can be amended many number of times and each time a new version of Contract PDF is created. Legal Team many a times need to compare any 2 versions of PDF and analyze the changes in contracts during the life time of the case. Compared to the time consuming manual comparison, Generative AI is used compare and find out the changes that have been made across a different span of life time in the case.

AS-IS WORKFLOW, TO-BE WORKFLOW

Use Case - Sp AI Gen AI.pdf

Other information about the use case

Industry categories for this use case: BFSI, Compliance, Finance, Legal

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Communications Mining, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Appian BPM (for Case Workflow), Outlook (For Email and Form Attachments), File Services (for Storing PDFs generated)

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

5 Likes

Hi @sures400 thank you for submitting your use case. :wink: Don’t forget to share it on your social media followers to cast their vote for your use case! Votes will be counted till November 10, 2023 Stay connected :raised_hands: .

2 Likes

Sure @loredana_ifrim
Thank you for that suggestion.
I can connect with my friends and connects from #UipathCommunity to take a look at it and support with their votes.