COBBLESTONE SOFTWARE
Contract Insight — User Guide
Category Training Data
03. Admin User Manual › VISDOM & Risk Management › Category Training Data
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
VISDOM's text recognition is tuned by reference lists maintained in Master Reference Data rather than by retraining a model from scratch. Three tabs there hold this training data: VISDOM Business Name Words, VISDOM Noise Words, and VISDOM Regular Expressions. Business Name Words is a maintained list of terms (such as "Inc.", "LLC", or industry-specific suffixes) that help VISDOM recognize company names inside contract text; Noise Words lists terms to disregard when scanning for meaningful content; VISDOM Regular Expressions stores pattern-matching expressions administrators can add to sharpen recognition of structured values (IDs like Social Security Numbers and GUIDs, currency amounts, phone numbers, and similar patterns) specific to an organization's documents. Together these lists let administrators tune what VISDOM notices without touching the underlying AI model configuration.
2. Key Elements
- Master Reference Data > VISDOM Business Name Words — terms that help VISDOM recognize organization/company names in text.
- Master Reference Data > VISDOM Noise Words — terms VISDOM should disregard when scanning documents.
- Master Reference Data > VISDOM Regular Expressions — custom pattern-matching rules for structured values.
3. Adding a Business Name Word or Noise Word
Business Name Words and Noise Words share the same simple record: a Value (the term itself) and an Enabled Yes/No switch. Clicking New on either tab's list opens a short form for both fields, plus a read-only Record Info panel that fills in automatically (who entered the term and when). Nothing is added to the list until the record is saved.
4. Adding a Custom Regular Expression
VISDOM Regular Expressions records are slightly richer: a Description of what the pattern catches, a Pattern Name, and the Regular Expression itself. The ten patterns built into this environment cover things like email addresses, URLs, Social Security Numbers, GUIDs, routing numbers, credit card numbers, and US currency amounts — administrators can add further patterns the same way, through New on this tab.
5. Quick Reference Summary
| Action | Where |
|---|---|
| Open VISDOM's training lists | Administration → Master Reference Data |
| Add a company-name suffix VISDOM should recognize | Master Reference Data → VISDOM Business Name Words → New |
| Add a word VISDOM should ignore when scanning | Master Reference Data → VISDOM Noise Words → New |
| Add a pattern for structured values (IDs, currency, phone numbers, etc.) | Master Reference Data → VISDOM Regular Expressions → New |
| Turn an existing term or pattern on or off | Manage the record → Enabled field |
| See who entered or last updated a term | Manage the record → Record Info section |
| Review the built-in regular expressions | VISDOM Regular Expressions list (10 patterns by default) |
| Turn VISDOM AI off entirely, or change extraction behavior | Administration → VISDOM Configuration (separate from Category Training Data) |
| Export a training list | Master Reference Data → the tab → Export |