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Legal — Clause & Playbook Registry

A clause playbook gives Sales and AI contract agents approved language and fallback positions without replacing CLM.

Why this is needed

  • Unapproved liability clauses leak into customer paper.
  • Negotiation positions live in lawyers’ heads.
  • AI drafting must stay within approved playbooks.

Proposed entities in EntiHub

Governance settings

Setting Recommended value Why
approvalRequired true Clause text changes need Legal approval.
historyEnabled true Version history of clause language.
allowSameAuthorApproval false Maker/checker separation for sensitive changes.
deletedRetentionDays 90 (or higher) Soft-delete retention for auditability.

Entity definition (YAML sketch)

name: contract_clause
displayName: Contract clause
domain: Legal
description: Contract clause
version: "1.0.0"
approvalRequired: true
historyEnabled: true
deletedRetentionDays: 90
displayRefColumn: clause_code
uniqueConstraints:
  - name: uq_contract_clause_0
    columns: [clause_code, version]
columns:
  - name: clause_code
    dataType: string
    nullable: false
    maxLength: 64
  - name: title
    dataType: string
    nullable: false
    maxLength: 128
  - name: jurisdiction
    dataType: string
    nullable: false
    maxLength: 32
  - name: risk_level
    dataType: string
    nullable: false
    maxLength: 16
  - name: fallback_position
    dataType: string
    nullable: true
    maxLength: 2000
  - name: version
    dataType: string
    nullable: false
    maxLength: 32
  - name: status
    dataType: string
    nullable: false
    maxLength: 16

YAML sketches

Sketches highlight the important fields and governance flags. Trim or extend columns to match your domain. See Setup Entity for the full YAML reference.

Sample data

clause_code title jurisdiction risk_level version status
CL-LIAB-CAP Liability cap SK high 3 approved
CL-DATA-PROC Data processing EU high 2 approved

Benefits for the company

  • Sales stays within approved language.
  • AI contract agents grounded in playbook.
  • Legal keeps one version of truth.