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Manual informationEnhanced ReviewApplication Version: 7.8.7 May 14, 2026 | Document Version: 1.0 (February 2026).
Source title

Configuring Viewpoint™ Enhanced Review

Application version

Application Version: 7.8.7 May 14, 2026

Document version

Document Version: 1.0 (February 2026).

Rights and trademarks

© 2026 Conduent, Inc. All rights reserved. Conduent and Conduent Agile Star are trademarks of Conduent, Inc. and/or its subsidiaries in the United States and/or other countries. Other company trademarks are also acknowledged.

Latest revision

1.2 | May 19, 2026 | Google renamed Vertex AI to Agent Platform – GCP Configuration updated | Gary Mau

Revision history

This section tracks the initial creation of the document after each major version thereafter.

Ver:

Date

Description

Reviewed / Approved By

1.0

Feb 27, 2026

Initial Version

Team

1.1

May 14, 2026

Addendum added

Gary Mau / Mark Thibodeaux

1.2

May 19, 2026

Google renamed Vertex AI to Agent Platform – GCP Configuration updated

Gary Mau

Overview#

Viewpoint’s new Enhanced Review functionality uses generative AI to analyze documents. Viewpoint leverages the Google Agent Platform to facilitate the analysis. Viewpoint Workers will need to be able to communicate with the Google Agent Platform API endpoint to perform this service (via HTTPS). Google Agent Platform API is a pay-per-use service.

Configuration will require the Viewpoint Installer application.

Configuration#

Creating and Configuring the Agent Platform API Service

  1. Create or select an existing Google Account. The Google Agent Platform API Service will be associated with this Account. The Google Agent Platform API Service requires payment (to Google) to use.
  2. Navigate to console.cloud.google.com
  3. Log in as the user which will own the connection to the Agent Platform API (The Agent Platform API will be run on behalf of this user)
  4. Select or create a Project. This Project will own the Agent Platform API Service instance. Use the “Select a Project” button and, if a new Project is needed, click the “New Project” link and create a new Project.
  5. Some organizations disable service account API key creation via this policy:
    iam.managed.disableServiceAccountApiKeyCreation = true
    To be able to use this Project for Agent Platform API you will need to enable API Key Creation. If this applies to you, go to the Enabled API Key Creation section of this document before proceeding.
  6. The Service Account will need to be assigned the Agent Platform User role. Locate the IAM & Admin section. Navigate to Service Account and select the Service Account. Under the Permissions tab. Click Add. In the Search text box, enter Agent Platform User and select that role and click Save.
  7. Under the Navigation Menu (top-left) select APIs & Services | Enabled APIs and Services


  8. You will be presented with the APIs & Services Dashboard. Click “Enable APIs and Services”
  9. You will be shown the list of all available API Libraries. Locate Agent Platform API search box to quickly locate it.
  10. Select Agent Platform API
  11. You will be shown the Product Details page for the Agent Platform API. Click the Enable button to enable the service.
  12. After a few moments the service will become enabled.
  13. You will see the Agent Platform API service details. From here you can monitor usage, costs and configure security. The Agent Platform API is now ready to process requests, however it requires security configuration to be useable by Viewpoint. Note that you can disable the Agent Platform API if you so choose, however the Agent Platform API must be enabled for it to be useable by Viewpoint.
  14. Next you will need to create the credentials which Viewpoint will use to access the service. Under the Navigation Menu (top-left) select IAM & Admin | Service Accounts
  15. Establish a Service Account
  16. Once you have established a Service Account, you will need to produce a Service Account Key File. Select the Service Account and then select the Keys tab
  17. If you do not already have a Key File for this Service Account, click Add key | Create new key
  18. You will be prompted to select the type of key. Select JSON and click Create.
  19. Place the JSON file in a secure location – if you lose this file you will need to create a new Key File. This Key File allows access to the Agent Platform API service on behalf of this Service Account – do not share this file, keep it safe. You will be using this JSON content later in the process to populate the Viewpoint Configuration point “Google Vertex Json Key”.
  20. You now have an enabled service and the credentials to access it. The next step is to configure Viewpoint to point to these assets.

Configuring Viewpoint to use the Agent Platform API Service

  1. Open the Viewpoint installer A screenshot of a computer Description automatically generated with medium confidence
  2. Click on the Maintenance section, then click on Processing SettingsA screenshot of a computer Description automatically generated with medium confidence
  3. Enter Viewpoint credentials with administrator-level privilege and click OK A screenshot of a computer Description automatically generated with medium confidence
  4. Once logged in, a new screen will be shown. Click on Configuration Settings
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  5. Locate the Enhanced Review section
  6. Apply the following settings:

Configuration Settings Dialog

appSettings.Production.json

Enhanced Review Analyze Endpoint (GCP)

Deprecated

Enhanced Review API Key (GCP)

Deprecated

Enhanced Review Document Batch Size (GCP)

Deprecated

Enhanced Review Prepare Protocol Endpoint (GCP)

Deprecated

Enhanced Review Provider

Set this to Vertex, otherwise leave it as None (indicating no Enhanced Review provider)

Enhanced Review Vertex Pause Milliseconds

Used to throttle Enhanced Review requests to Vertex to avoid overwhelming Vertex

Google Vertex Json Key

Full JSON text, acquired from the Google website during setup. This content is typically several lines of JSON, including elements like ‘project_id’ and ‘private_key’. This value is stored encrypted.

Google Vertex Model Name

Google Vertex Model. Note that changing models may require that other settings, such as region, input token limit and output token limit may need to change, varies by model. Sample value: gemini-2.5-flash

Google Vertex Project ID

Google Vertex Project ID

Google Vertex Region

Google Vertex Region – example: us-central1

Max Criteria Hits

Maximum number of hits per Criteria to return from Google Vertex

Vertex Input Token Limit

Expected Vertex Input Token Limit – Viewpoint will limit the size of requests by this amount. Varies by model.

Vertex Output Token Limit

Used to limit response content length from Vertex

Vertex token to byte multiplier

Heuristic to estimate the ratio of characters to Vertex tokens.

  1. Click OK to save your settings
  2. Restart all Viewpoint Workers
  3. Restart Viewpoint Web
  4. Proceed to the ‘Testing’ section to test your configuration

Testing#

To verify that the process is working, execute a small Enhanced Review job and verify that it completes successfully.

  1. Open the Viewpoint PMC
  2. Locate or create a test matter which contains Documents which have text. Select Documents which have at least 1000 words in its text file.
  3. In the PMC Dashboard, right-click the Project and select ‘Update’. At the bottom of the dialog ensure that “Allow Use of External Servies” is checked. If it is not, checkmark this option and click OK.
  4. Close the Viewpoint PMC
  5. Open Viewpoint Classic Review. Open the Security Manager and configure your user to have permissions “Manage Enhanced Review Protocols” and “Execute Enhanced Review Protocols”.
  6. Close Viewpoint Classic Review
  7. Log into Viewpoint Web and select the Project that was selected earlier in this process
  8. Navigate to Enhanced Review
  9. Create a new Enhanced Review protocol with at least one Criteria. Sample text for a sample Criteria “Documents which would be considered important”
  10. Click the Execute button to start the Enhanced Review wizard
  11. Select a View with at least one document with text in it, click Next. Click Next again. Click Finish to begin the process.
  12. A job progress dialog will appear. After a few moments, depending on the volume of data, the job will complete. If the process completes without error then the service has been configured properly.

Enabling API Key Creation#

If your organization does not allow you to create API keys, follow these steps to enable API key creation:

Option A: Console (Org Admin Required)

  1. Go to IAM & Admin → Organization Policies.
  2. Find
  1. Select the policy iam.managed.disableServiceAccountApiKeyCreation.
  2. Click Edit → Set to False (allow key creation).
  1. Set policy and save.

Option B: gcloud CLI

gcloud org-policies allow iam.managed.disableServiceAccountApiKeyCreation \

--organization=YOUR_ORG_ID

Enable the Vertex AI API

  1. Go to APIs & Services → Library.
  2. Search Vertex AI API.
  3. Click Enable.

Create a Service Account

  1. Go to IAM & Admin → Service Accounts.
  2. Click + CREATE SERVICE ACCOUNT.

Addendum#

Until a fix is released, the below workaround is required to configure ER to use a GCP endpoint.

Update both the Enhanced Review and Summary configuration points. They need to be the same as there is a coding issue where Enhance Review is picking up the Summary key.

The configurations can be found in the PMC by clicking on the Configuration Settings in the Project tab.

The Vertex Project ID is your project name (proj-prod-er for example) 

Enhanced Review Configurations

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Summary Configurations 

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