Product Area: Contract Metadata

 Impact of Change:Usability improvements

 Roles Impacted:All contract metadata users

Details

The problem: To view contract metadata, users usually either go to the summary page, or click on “View Contract” and go to the “Metadata” section.

Often, we’d heard a lot of complaints from users about the experience in this sidepanel. We heard the following pain points:

1. “The Extraction header takes up too much space. I can’t see many fields”
2. “I don’t know where the data has come from. Why does AI say this is the answer?”
3. “Why does this Unverified section reorder all my fields? I arranged them for a reason!”

This led us to rethink how we’re showcasing this information.

The solution : We worked on an entirely new design with the sole purpose of minimizing the clunkiness and maximizing the amount of available information.

Here’s a few highlights

1. The “Extract” button has been moved to the top. It’s got a fancy animation now. Also all information like credits has been moved inside a hover card--the Popover. You’ll see the Popover being used in a lot of different places in the product to give more contextual information going forward.
2. The “Create new field” button has been moved to the top right.
3. The search bar has it’s own focussed state,
4. The fields now explicitly tell you where a value has come from: whether it is AI extracted, overridden by a user, manually entered, computed, etc. This information also show up in the new popover component.
5. The “Unverified” section has gone away. Metadata now always stays inside it’s own section, as defined by the admins.

Note that there is no functional change! The product behaves the exact same way--we’ve just made some of that behaviour more evident.

To see the experience yourself, open the metadata section for yourself and try it out.

What’s next

This isn’t the end! We’re continuing to make more updates. Our next milestone is improving the input fields so it’s much easier to consume the information in a read-only state. We’ve heard how hard it is to reach paragraph fields, and we’re listening! More improvements coming soon.

Further, we also know there are times when the AI extracts an empty value. In such times also, it’s valuable to know the reasoning behind the empty extraction. We’re working to expose that as well, which will significantly improve the SDC experience. Stay tuned.

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