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ContraxSuite 1.4.0 Release Update

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There is a huge market demand for contract analytics tools like ContraxSuite. The LIBOR transition and new legislation like the CCPA are changing the legal landscape and transforming contract analytics into vital table stakes for organizations in many economic sectors.

Law firms, legal services providers, financial institutions, and many other organizations are looking for a powerful platform that can flexibly meet shifting needs. To meet this growing demand, we have continued to expand the scale, capability, and features of ContraxSuite. That is why we are very proud to announce the latest release of ContraxSuite, version 1.4.0. ContraxSuite Release 1.4.0 is the twenty-sixth open source release and became generally available on December 23, 2019. Read on for a detailed description of the latest updates to ContraxSuite.

 

End User Interface Release Notes

Release 1.4.0 focuses on the following broad issues:

  • Improved functionality of the new Annotator features introduced in Release 1.3.0.
  • Improved handling of UI features, including the new “Quick Data,” “Definitions List,” and “Section Navigation” tabs.
  • Incorporating elements of older ContraxSuite modules into a brand-new “Explore Data” feature.

Detailed Changelog for End User Interface

New Features in Release 1.4.0
  • The “Explore Data” interface, located in the “Data Science” tab of the Main Menu, allows users to look at general metadata across an entire project space. Data viewable in the “Explore Data” interface include Amounts, Citations, Copyrights, Courts, Currencies, Dates, Date Durations, Geographies, Percentages, Ratios, Regulations, Trademarks, and URLs found within a project space.
  • Batch Analysis – Clustering: Users can now cluster documents in a Batch Analysis Project by data fields, such as Dates, Date Durations, Currencies, Terms, Geographies, Parties, etc.
  • Search bar has been improved, and now displays context around each instance of a found term.
  • All of a document’s “Notes” can now be exported into .xslx format.
Improved Features in Release 1.4.0
  • Annotator: the “Turn Text Highlights On/Off” button is now more prominently displayed.
  • Batch Analysis: Added right-click functionality for the “Clusters” and “Documents” tabs.
  • Batch Analysis – Clustering: Documents that do not easily fit into any clusters are now classified as “Unclustered”.
  • Data Grid View: Modified the top row listing Document Fields to reduce white space and give users more control over what they see.
  • Quick Data Tab: The “Unclassified” option for viewing certain document metadata is now more visible, renamed “Quick Data,” and is part of the left-side feature pane.
  • Improved access and authorization protocols.
  • Improved duplicate document detection for sets of files that have nested folders.
Bug Fixes
  • Annotator: New “Section Navigation” tab would expand improperly when users assigned annotations to text.
  • Annotator: Buttons for next and previous annotations were not always working.
  • Batch Analysis – Annotator: Appearance of “Definitions List” and “Section Navigation” menus did not always appear correctly.
  • Batch Analysis – Data Grid View: A project without clusters would not properly display its documents.
  • Batch Analysis – Data Grid View: After clustering, refreshing a project page on the Documents tab would sometimes lead to documents no longer displaying.
  • Batch Analysis – Clustering: The Clustering screen would sometimes go blank if clusters had been reassigned.
  • Batch Analysis – Clustering: The option to re-cluster documents would sometimes be unavailable to users.
  • Contract Analysis – Annotator: A manually entered multi-choice field value could not later be removed from the list of choices.
  • Contract Analysis – Annotator: Annotation highlights were not always appearing after assignment to a Document Field.
  • Contract Analysis – Annotator: Sometimes an annotation highlight would disappear after being assigned to a Document Field.
  • Contract Analysis – Annotator: A selected annotation would sometimes be pushed off-screen if user expanded or collapsed a sidebar menu.
  • Contract Analysis – Annotator: Clicking on a field would highlight the annotation correctly, but the field in the right-side pane would not be highlighted.
  • Contract Analysis – Annotator: Items listed in the right-side pane would still be cut off with ellipses, even if user expanded size of the pane to see full text.
  • Contract Analysis – Annotator: Users could not properly cancel/clear annotation of a highlighted value for a Choice field.
  • Contract Analysis – Annotator: Resizing the Annotation screen would sometimes cause text wrapping to cut off words and place them on next line.
  • Contract Analysis – Annotator: Fixed an issue with saving related_info fields.
  • Contract Analysis – Data Grid View: Text wrapping was not functioning properly.
  • Contract Analysis – Data Grid View: Users who exited and then re-entered a project’s Data Grid View would be missing columns for many Document Fields.
  • Data Grid View: Size of window was not properly changing when user collapsed menus.
  • Definitions List Tab: Correct definitions data was not always showing.
  • Quick Data Tab: Fixed navigation and data loading issues in this new tab.
  • Fixed issues with WebSockets notifications not being properly sent to users.
  • Users who reset their password would be redirected to an old landing page.
  • Users were not always being correctly redirected to the Login Screen when their sessions expired.
  • Extra scrollbars would improperly appear on various screens.
  • Other bug fixes for layout, button placement, and other UI elements.

 

Backend Release Notes

Release 1.4.0 focuses on the following broad issues:

  • Improvements related to system stability and clustering algorithms.
  • Re-theming django UI.
Detailed Backend Changelog
  • Restyled main theme for the Explore Data UI.
  • Placed documents and text units feature extractor into a separate module, with ability to extract a feature matrix for a specified queryset, project ID, text unit type, etc.
  • Added ability to cluster Documents and TextUnits by specified items, such as dates, durations, terms, currency names, currency values, etc., or a combination of such items.
  • “Cluster” database models like DocumentCluster and TextUnitCluster now have metadata fields where cluster center and data points are stored.
  • Data about unclustered documents is now stored as a ProjectClustering metadata object to track information about documents not included in project document clusters.
  • Added ability to train and store doc2vec models in DocumentTransformer model objects for Documents, and TextUnitTransformer model objects for TextUnits.
  • Added ability to apply stored doc2vec vectors to other documents and text units.
  • Refactored some database model fields in order to reduce database operations cost:
    • Refactored Document.full_text field into separate model object DocumentText. Document.full_text now refers to related object DocumentText.
    • Refactored Document.metadata field into separate model object DocumentMetadata. Document.metadata now refers to related object DocumentMetadata.
    • Refactored TextUnit.text field into separate model object TextUnitText. TextUnit.text now refers to the related object TextUnitText.
    • Removed the TextUnit.metadata field because it had gone unused.
  • Added ability to specify a limited term set for any project via ProjectTermConfiguration model objects in admin site. If such object exists, only the terms specified in the ProjectTermConfiguration will be located. Otherwise, a “global” term set will be used.
  • Updated admin task form for the “Load dictionary data” task. Now there are marked default term sets.
  • Added a “folder” field to the Document model to store a document’s initial path (i.e., the directory).
  • Implemented and improved routing WebSocket notifications to specific users.
  • Improved Celery task management architecture: multi-level hierarchical tasks support proper child-parent status calculation.
  • Various improvements in field-based ML field detection strategy, including per-field customizable stop words dictionaries for field-based vectorizers.
  • Implemented user role checking while notifying client through WebSockets of document-related events.
  • Implemented ML-based formal definitions locating, and improved locating accuracy.
  • Improved date phrase locating.
  • Made a number of improvements to checking of formulas and choice values in the Document Field Type section of the Admin Interface.
  • Added the option to restrict a number of admin tasks at the project level in the Admin Interface.
  • Improved section titling in Document View.
  • Combined notifications on document events (“Loaded,” “Modified,” “Assigned”) up to N messages per a single email.

LexNLP Changelog for 1.4.0

  • Improved accuracy of locating and converting date phrases into typed format.
  • Introduced new text vectorizing and classifying models.
  • Implemented ML-based definitions locator.

The full release notes and changelog for Version 1.4.0, and for all prior versions of ContraxSuite, are available at the ContraxSuite GitHub page.

Stay up to date on ContraxSuite’s expanding capabilities by reading our series of LIBOR-focused blog posts, or check out our LIBOR white paper.

To get started with ContraxSuite, visit our website, or drop us a line at contact@lexpredict.com.

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