Understanding AI Requirement Extraction

After you upload a tender, Bid Refinery automatically identifies every requirement and classifies it. Understanding this step helps you produce more accurate responses.

Requirement types

Type	Description	Example
Mandatory	Pass/fail requirements	"Suppliers must hold ISO 9001"
Scoring	Marked questions with word limits	"Describe your approach to project management (500 words)"
Attachment	Documents you must submit	"Provide signed declarations"
Policy	Policy documents required	"Submit your Equality & Diversity Policy"
Certification	Accreditations to evidence	"Provide Cyber Essentials certificate"
Insurance	Insurance levels to demonstrate	"Public liability insurance minimum £5m"
Other	Everything else	General conditions, instructions

Editing requirements

Requirements are editable before and after draft generation.

1. Open a project and click the Requirements tab
2. Click any requirement row to expand it
3. Edit the text, type, or notes directly inline
4. Changes save automatically

Adding missing requirements

If the AI missed a requirement:

1. Click Add Requirement at the bottom of the list
2. Fill in the requirement text and type
3. The new requirement is available for the next draft run

Reviewing source pages

Each requirement shows the source page numbers. Click a page reference to jump to that page in the document viewer and verify the extraction.

Re-running extraction

If the tender changes or extraction was poor quality, you can re-run requirement extraction from Project Settings > Re-extract Requirements. This does not affect existing drafts.