Policy Engine

In Protege, policies are essential guidelines used to evaluate content for legal risks during document editing or attachment review. Think of these as heuristics or guidelines the AI is coached to look for. These policies are organized into policy groups, which allow users to apply multiple policies collectively to specific document types for thorough analysis.

Document Evaluations Structure:

A Document Evaluation is a structured assessment that can be applied to each type of document reviewed within the Protege AI system. This evaluation assesses documents against specific criteria defined by the organization’s policy requirements.

Example: Basic Review (included in most customer's environment). Included Policy Groups:

• Trademark and Claims Policy Group. Included Policies:

  • Trademark Identification

  • Claim Identification

Policy Group Structure:

A policy group consists of multiple policies bundled together. Users can assign policy groups to specific document types to streamline the review process. For instance, a policy group may include various policies relevant to a particular category or context.

Example: Core SaaS Policies. Included Policies:

• Claims: Identify claims about the product or service.

• Competitive References: Generally avoid references to competitors; focus on the value of the organization’s products, services, or features.

• Compliance Guidelines: Ensure compliance with industry regulations and standards.

Policy Structure:

• Name: Competitive References

• Description: Generally avoid references to competitors; focus on the value of the organization’s products, services, or features.

• Steps:

  1. Identify the sentences that reference competitors.

  2. Provide an explanation for the text, emphasizing the importance of focusing on the organization's offerings rather than competitors.

Example Policy:

• Policy: A policy represents a specific guideline or rule used to assess content for legal risks. Each policy consists of the following components:

  • Name: Describes the title of the policy, providing a clear indication of its purpose.

  • Description: Offers a brief explanation of the policy's objective and guidelines for compliance.

  • Steps: Outlines the actions or procedures involved in implementing the policy's guidelines effectively.

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By leveraging policies and policy groups, users can ensure thorough and consistent evaluation of content for legal risks, ultimately enhancing compliance and mitigating potential liabilities. If you have any questions or need further assistance regarding policy management or document review processes, please don't hesitate to reach out to our support team.