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Structured data fields are by definition an abstraction of legal language. When in doubt, use citations, the AI chat, and the actual contract text to validate the structured data against your own interpretation.

Overview

The Balances extraction identifies contracts that explicitly create multiple separate recoupment balances — situations where certain costs can only be recouped against a specific subset of revenues, rather than against all revenues combined. Most contracts have a single shared balance and will return no entries here. A balance is only extracted when the contract explicitly ring-fences costs to specific revenue streams (e.g. “video costs recoupable solely from video income”, or “Album X costs recoupable only from Album X revenues”).

When Balances Are Extracted

A balance is extracted when the contract language explicitly creates segregation between a cost pool and a revenue subset — meaning a deficit in that cost pool cannot be satisfied by revenues outside that subset.

When Balances Are Not Extracted

No balances are extracted when:
  • All costs are recoupable from all revenues (a single cross-collateralized balance)
  • The contract has no recoupable costs (flat fee, non-recoupable advances)
  • The contract tracks costs in a named account administratively, but does not restrict which revenues can satisfy it
  • Language describes a recoupment waterfall (recouped first from X, then from Y) rather than true ring-fencing

What Gets Extracted

Each balance entry contains:
FieldDescription
TitleShort name for the balance (e.g. “Video Balance”, “Album X Balance”, “Carter Account”)
DescriptionWhat income and costs belong to this balance
ReasoningThe AI’s explanation of why this is a separate balance, citing the contract language that creates the segregation
CitationsThe specific contract clauses that establish the balance

Viewing Balances

Each balance card shows:
  • Title — the name of the balance, with citation indicators you can hover to see the source clause
  • Description — a plain-language explanation of the balance; long descriptions can be expanded by clicking Read more
  • Reasoning — click the Reasoning toggle to see the AI’s explanation of how this balance was derived from the contract language

Editing Balances

Click the edit icon to:
  • Add balance entries
  • Modify titles or descriptions
  • Remove incorrectly extracted balances