DocumentLane Docs
For your team

Industry starter rules for AI review

Ready-made validation and extraction rules based on your industry, and how to change them.

What you get

Every account starts with AI rules chosen for its industry. Validation rules tell the AI what to flag, such as a missing waiver of subrogation, an expired document or signs of editing. Extraction rules tell it what to copy to the client's profile, such as a licence or policy number.

Construction and Oil & Gas accounts get certificate of insurance checks. Oil & Gas also gets checks for primary and non-contributory wording, pollution and control of well coverage, XCU exclusions and 30-day cancellation notice, plus EMR, TRIR, MSA number and ISNetworld / Avetta ID extraction.

Change the rules

  1. 1Open Settings, then AI settings (Admins only).
  2. 2Edit any rule's wording, switch it off, or delete it.
  3. 3Add your own rules with Add validation rule or Add extraction rule.
  4. 4Changed your industry? Choose Add recommended rules to add the new industry's rules. Your existing rules stay as they are.
Starter rules are common practice, not legal requirements. Match them to your contracts.
PreviousID verificationNextAI Assistant

Still stuck? Email hello@documentlane.ai.