Insight+ relies on knowledge libraries that use the Knowledge-* metadata model to deliver analytics, dashboards, and reporting. When enabling iManage AI Enrichment in an Insight+ environment, administrators must meet specific metadata configuration and sequencing requirements to ensure Insight+ functionality is maintained.
This section is for customers who already use Insight+ (or are setting it up) and want to add iManage AI Enrichment to their environment. It's the fourth step in the Setup and validation workflow.
In this section:
Knowledge library metadata model
Disabling the Extended Metadata feature in iManage Control Center transitions knowledge libraries from the Extended-* metadata model to the Knowledge-* metadata model used by Insight+. As part of this transition:
Extended-Core is replaced by Knowledge-Core
Extended-Extra is replaced by Knowledge-Extra
Curation-Core and Curation-Extra become available
These enriched metadata fields enable Insight+ to deliver advanced analytics, dashboards, and reporting.
Non-knowledge libraries and AI Enrichment
iManage distinguishes between knowledge libraries and non-knowledge libraries. Non-knowledge libraries store general work product such as matter documents, emails, and filings. iManage AI Enrichment processes eligible documents in these libraries; it doesn’t process emails.
AI Enrichment populates metadata for non-knowledge libraries in the Extension Fields tab. These fields include taxonomy, lookup, text, date, and administrative property types. They are used for document classification and extracting agreement-specific details such as Agreement Date, Governing Law, Jurisdiction, Parties, and Heading. Insight+ consumes this enriched metadata alongside metadata from knowledge libraries.
Metadata behavior by configuration state
The following table summarizes how metadata differs between non-Insight+ environments (Extended Metadata enabled) and the configuration required for Insight+ (Extended Metadata disabled).
Table: Extended Metadata enabled versus disabled
Extended Metadata is enabled | Extended Metadata is disabled |
|---|---|
Metadata tabs include:
Curation-Core and Curation-Extra don't appear | Knowledge libraries transition to the Knowledge-* metadata model. Metadata tabs include:
In non-knowledge libraries, the Knowledge-Core and Knowledge-Extra tabs may be visible but don't contain any fields. |
Recommended configuration sequence for Insight+ customers
iManage AI Enrichment must be enabled in a specific sequence to keep Insight+ functioning correctly. Complete the following steps in order; perform Steps 1 and 2 in quick succession so their propagation windows overlap into a single 8-hour wait rather than two separate waits:
Enable iManage AI Enrichment: In iManage Control Center, enable the iManage AI Enrichment application for your tenant.
Disable Extended Metadata: In iManage Control Center, disable the Extended Metadata feature from the Upcoming features tab.
IMPORTANT: After disabling Extended Metadata, wait the full 8-hour back-end propagation period before proceeding. Don't validate metadata, import CSV files, or configure Insight+ during this period.
During this time:
UI elements may appear active.
Metadata fields may be visible but not fully functional.
CSV imports may partially succeed or fail.
Fields may appear in iManage Control Center, but attempts to configure or modify them are likely to result in errors until the full 8-hour propagation window has passed.
Verify metadata visibility:
Knowledge libraries: Confirm that the following metadata tabs and fields are visible under Properties:
Knowledge-Core (formerly Extended-Core)
Knowledge-Extra (formerly Extended-Extra)
Curation-Core
Curation-Extra
Non-knowledge libraries: Confirm that enrichment properties (for example, Agreement Date, Governing Law) are visible in iManage Control Center under Metadata > Properties > Extension Fields. This ensures that document classification and enrichment can proceed correctly.
Import required CSV files by uploading the latest files provided by iManage:
Category.csv
Jurisdiction.csv
Governing_law.csv
These files populate the enrichment properties used by iManage AI Enrichment and Insight+.
NOTE: For instructions on updating or re-importing CSV files, refer to Import property values and Re-import CSV files to update metadata.
Validate Insight+ functionality: Confirm that Insight+ displays the expected Knowledge-* metadata fields and that analytics, dashboards, and reporting operate as expected.
Risks of incorrect configuration sequencing
Failing to follow the recommended sequence can result in:
Partial or failed CSV imports
Missing or inconsistent metadata fields
Insight+ analytics or dashboards not reflecting enriched values
Temporary back-end errors that require reconfiguration
If you encounter these issues, confirm the required propagation window has fully elapsed before retrying.