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Uptiq's Document AI reads customer contracts and extracts the counterparty, contract value, initial term and renewal mechanics, termination-for-convenience rights, payment terms, and assignment restrictions — landed in the credit file so contracted revenue and its exit clauses sit next to the spread.
Trusted by financial institutions across banking, lending & credit
What Is This
A customer contract is an agreement between the borrower and one of its own customers, reviewed in underwriting to test how much of projected revenue is actually contracted, for how long, and on what terms the customer can walk away.
Uptiq's Document AI reads customer contracts and extracts the counterparty, contract value, initial term and renewal mechanics, termination-for-convenience rights, payment terms, and assignment restrictions — landed in the credit file so contracted revenue and its exit clauses sit next to the spread.
Termination-for-convenience clauses sit in boilerplate at the back and quietly turn a three-year contract into a 30-day one
The Solution
Uptiq's Document AI reads customer contracts and extracts the counterparty, contract value, initial term and renewal mechanics, termination-for-convenience rights, payment terms, and assignment restrictions — landed in the credit file so contracted revenue and its exit clauses sit next to the spread.
The result: your team spends time on judgment calls, not re-keying customer contract data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Counterparty | Meridian Health Systems, Inc. |
| Contract Value | $1.4M over initial term |
| Initial Term | 36 months |
| Renewal Type | Auto-renew, 12-month |
| Termination for Convenience | Yes — 60 days' notice |
| Payment Terms | Net 45 |
| Assignment Restriction | Consent required |
| Effective Date | 2025-07-01 |
{
"counterparty": "Meridian Health Systems, Inc.",
"contract_value": "$1.4M over initial term",
"initial_term": "36 months",
"renewal_type": "Auto-renew, 12-month",
"termination_for_convenience": "Yes — 60 days' notice",
"payment_terms": "Net 45"
}Key Benefits
Uptiq's Document AI reads customer contracts and extracts the counterparty, contract value, initial term and renewal mechanics, termination-for-convenience rights, payment terms, and assignment restrictions — landed in the credit file so contracted revenue and its exit clauses sit next to the spread.
Termination-for-convenience clauses sit in boilerplate at the back and quietly turn a three-year contract into a 30-day one
Contract value is stated as a rate card, unit price, or minimum commitment rather than an annual dollar figure
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more customer contract volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The customer contract arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Extracted fields are validated and structured for downstream use.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own customer contract documents.
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