AI Assistant Use Cases (AST)¶

Module Purpose: AI-powered document intelligence including chat, summarization, and contract analysis. This module contains use cases for Phase 3.

Use Case Quick Reference¶

AI Assistants¶

ID	Title	Priority
AST-001	Query Documents via Chat	P1
AST-002	Summarize Document	P1
AST-003	Compare Documents	P2
AST-004	Extract Key Information	P1

Contract Analysis¶

ID	Title	Priority
CTR-001	Extract Contract Parties	P1
CTR-002	Identify Key Dates & Deadlines	P1
CTR-003	Detect Obligations & Commitments	P1
CTR-004	Risk Assessment	P2
CTR-005	Contract Comparison	P2

UC-AST-001: Query Documents via Chat¶

Overview¶

Field	Value
ID	AST-001
Title	Query Documents via Chat
Actor	User
Priority	P1 (Phase 3)

Description¶

Conversational interface to ask questions about documents using natural language.

Example Interactions¶

User: What are the payment terms in the Acme contract?
AI: The Acme Corp contract (signed Jan 2024) specifies Net 30 
    payment terms with a 2% early payment discount if paid 
    within 10 days. [View Source: page 4]

User: When does it expire?
AI: The contract expires on December 31, 2025, with an 
    auto-renewal clause requiring 60 days notice to terminate.

Architecture¶

flowchart LR
    A[User Query] --> B[Intent Detection]
    B --> C[Document Retrieval]
    C --> D[Context Building]
    D --> E[LLM Response]
    E --> F[Citation Addition]
    F --> G[User Response]

Acceptance Criteria¶

Natural language queries understood
Answers cite source documents
Context maintained across conversation
Multi-document queries supported

UC-AST-002: Summarize Document¶

Overview¶

Field	Value
ID	AST-002
Title	Summarize Document
Actor	User
Priority	P1 (Phase 3)

Description¶

Generate concise summaries of documents at various lengths.

Summary Types¶

Type	Length	Use Case
TL;DR	1-2 sentences	Quick preview
Executive	1 paragraph	Management review
Detailed	1 page	Full understanding
Bullet points	5-10 items	Key takeaways

Output¶

{
  "document_id": "doc_abc",
  "summary": {
    "tldr": "Service agreement with Acme Corp for IT support...",
    "executive": "This Master Service Agreement establishes...",
    "key_points": [
      "3-year term starting January 2024",
      "Monthly retainer of $10,000",
      "SLA guarantees 99.9% uptime",
      "60-day termination notice required"
    ]
  }
}

Acceptance Criteria¶

Multiple summary lengths
Accurate key point extraction
Works for all document types

UC-AST-003: Compare Documents¶

Overview¶

Field	Value
ID	AST-003
Title	Compare Documents
Actor	User
Priority	P2 (Phase 3)

Description¶

AI-powered comparison of two or more documents highlighting differences.

Comparison Types¶

Type	Description
Clause-by-clause	Legal document comparison
Version diff	Same document, different versions
Template compliance	Compare against standard template

Output¶

{
  "comparison": {
    "documents": ["doc_v1", "doc_v2"],
    "differences": [
      {
        "section": "Payment Terms",
        "doc_v1": "Net 30 days",
        "doc_v2": "Net 45 days",
        "significance": "high"
      }
    ],
    "similarity_score": 0.85
  }
}

Acceptance Criteria¶

Side-by-side comparison
Highlight significant changes
Similarity scoring

UC-AST-004: Extract Key Information¶

Overview¶

Field	Value
ID	AST-004
Title	Extract Key Information
Actor	User, System
Priority	P1 (Phase 3)

Description¶

Automatically extract structured data from unstructured documents.

Extraction Templates¶

Document Type	Extracted Fields
Invoice	Vendor, Amount, Due Date, Line Items
Contract	Parties, Term, Value, Key Clauses
Resume	Name, Skills, Experience, Education
ID Document	Name, DOB, ID Number, Expiry

Output¶

{
  "document_id": "doc_abc",
  "document_type": "invoice",
  "extracted": {
    "vendor": "Acme Corp",
    "invoice_number": "INV-2024-001",
    "amount": 5000.00,
    "currency": "USD",
    "due_date": "2024-02-15",
    "line_items": [
      {"description": "Consulting", "qty": 10, "rate": 500}
    ]
  },
  "confidence": 0.95
}

Acceptance Criteria¶

Template-based extraction
Custom extraction schemas
Confidence scoring

UC-CTR-001: Extract Contract Parties¶

Overview¶

Field	Value
ID	CTR-001
Title	Extract Contract Parties
Actor	System
Priority	P1 (Phase 3)

Description¶

Identify all parties to a contract with their roles.

Output¶

{
  "parties": [
    {"name": "Acme Corporation", "role": "Service Provider", "address": "..."},
    {"name": "Client Inc", "role": "Client", "address": "..."}
  ],
  "signatories": [
    {"name": "John Smith", "title": "CEO", "party": "Acme Corporation"},
    {"name": "Jane Doe", "title": "CFO", "party": "Client Inc"}
  ]
}

UC-CTR-002: Identify Key Dates & Deadlines¶

Overview¶

Field	Value
ID	CTR-002
Title	Identify Key Dates & Deadlines
Actor	System
Priority	P1 (Phase 3)

Description¶

Extract all important dates from contracts.

Date Types¶

Type	Example
Effective date	Contract start
Expiration	Contract end
Renewal deadline	Notice period end
Milestones	Delivery dates
Payment due	Invoice terms

Output¶

{
  "dates": [
    {"type": "effective_date", "date": "2024-01-01", "description": "Contract effective"},
    {"type": "expiration", "date": "2026-12-31", "description": "Contract expires"},
    {"type": "renewal_notice", "date": "2026-10-31", "description": "60-day notice deadline"}
  ]
}

UC-CTR-003: Detect Obligations & Commitments¶

Overview¶

Field	Value
ID	CTR-003
Title	Detect Obligations & Commitments
Actor	System
Priority	P1 (Phase 3)

Description¶

Identify contractual obligations for each party.

Output¶

{
  "obligations": [
    {
      "party": "Service Provider",
      "obligation": "Provide 24/7 support",
      "clause": "Section 4.2",
      "type": "service_level"
    },
    {
      "party": "Client",
      "obligation": "Pay within 30 days of invoice",
      "clause": "Section 6.1",
      "type": "payment"
    }
  ]
}

UC-CTR-004: Risk Assessment¶

Overview¶

Field	Value
ID	CTR-004
Title	Risk Assessment
Actor	User
Priority	P2 (Phase 3)

Description¶

Analyze contracts for potential risks and unfavorable terms.

Risk Categories¶

Category	Examples
Financial	Unlimited liability, penalties
Operational	Unrealistic SLAs, scope creep
Legal	Jurisdiction, IP ownership
Termination	Lock-in, auto-renewal traps

Output¶

{
  "risk_score": 65,
  "risks": [
    {
      "category": "financial",
      "severity": "high",
      "description": "Unlimited liability clause in Section 8",
      "recommendation": "Negotiate cap at contract value"
    }
  ]
}

UC-CTR-005: Contract Comparison¶

Overview¶

Field	Value
ID	CTR-005
Title	Contract Comparison
Actor	User
Priority	P2 (Phase 3)

Description¶

Compare contract against organization's standard terms or playbook.

Comparison Output¶

{
  "deviations": [
    {
      "clause": "Limitation of Liability",
      "standard": "Capped at 12 months fees",
      "contract": "Unlimited liability",
      "deviation": "critical"
    }
  ],
  "compliance_score": 0.72
}

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