Extract Portal Contract Attachments and Content for Contract AI Project to Enable Smarter Analysis and Automation.
Background

Provide access to the contract attachments and content sections that are stored in Portal. Currently, these are being manually downloaded and then shared with the D&A team for the AI analysis. This needs to be automated by using the mentioned APIs. The solution should call the API for a one-time extraction of documents and store them on a file space. Future Scope: To extend the automation to trigger a frequent extract of new contract attachments.

Approach

Contract attachments database:

  • Develop an automated method to retrieve files from Portal and maintain a contract attachments database, updating it with the latest changes and creations according to Portal metadata (last changed, last created, contract status).
  • UI: Provide a user interface (UI) for triggering AI requests to the Contract AI, with filter options.
Results
  • Metadata will indicate the latest change and creation dates.     
  • The API for "Get attachments" will retrieve all related attachments, including the contents section.        
  • There will be an interface for users to select the audits they wish to trigger.
  • The AI can process item requests based on the audit selection.
Tech Stack

Power Apps (Canvas App), Power automate and Azure Blob storage

Business/Solution Architecture | Deliverable