Derive items from a document

Start a derivation from an extracted document: Engera reads each section and proposes items for review.

Engera's derive items dialog asking what to pull from a contract: requirements, obligations, deliverables, clauses or risks — The Derive items dialog asks which item kinds to capture.

Start a derivation

There are two ways to start a derivation: from the document itself, or from a specialist analyst. To start from the document, open it on the Documents surface, switch to its Sections tab and choose Derive items. The document must be extracted first; see Documents & extraction.

What to capture

Pick one or more item kinds. Engera reads every section and proposes:

Requirements: "shall" statements found in the text.
Obligations: duties the contract places on a party.
Deliverables: artefacts the contract requires to be handed over.
Clauses: the agreement's provisions, captured verbatim and in contract order.
Risks: identified and assessed clause by clause.

Runs execute in the background. Proposals appear on their surfaces as the run progresses.

With the analyst

You can also start a derivation from a specialist analyst. Ask the risks analyst to "derive risks from DOC-001, sections 6 to 8": the analyst starts a run scoped to those sections and reports progress. Use this path to derive from part of a document.

Where results land

Proposals appear on their item surfaces, marked as pending review:

Requirements under System → Requirements.
Obligations under Agreement → Obligations.
Deliverables under Agreement → Deliverables.
Clauses under Agreement → Clauses.
Risks under Management → Risks.

What happens next is covered in Reviewing AI suggestions.