Obligation Management[edit]


= Obligation Management =

In the evolving landscape for Enterprise Contract Management, proactive obligations management is playing a critical role. Tracking the obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course if not.

Non-compliance on obligations not only hurts performance, but also can expose businesses to substantial risks – including reputational damage, financial loss, and soured partner relationships

With this release, the ICI Obligation Management Application has been enhanced to enable&nbsp;companies achieve contractual compliance at an enterprise scale. Built on the ICI platform, the ICI Obligation Management app transforms how organizations identify, create, manage and fulfill obligations that were previously hidden in complex contract language. The app includes OOTB constructs for “Obligations” & “Fulfillments” assisted by powerful rule-based obligation ownership, workflow tools to ensure seamless obligation fulfillment, and sophisticated analytics – all designed to protect your business and maximize the ROI of your relationships. You can configure existing or new ICI Agreements to be able to manage Obligations.&nbsp;

The benefits of the Obligation Management App include the ability to:

*Identify the contractual obligations from different ICI signed contracts 
*Create fulfillments from the identified contractual obligation 
*Review obligations and related fulfillments 
*Inherit contractual obligations from one contract to another 
*Assign appropriate users assigned to your obligation and fulfillments 
*Drive obligation and its related fulfillments to completion and giving you workflow controls (hold, withdraw, and cancel) 
*Monitor your obligations and its business impact 
<div class="image-green-border">[[File:7.10 OM 1.png|720px|7.10 OM 1.png]]<br/> ''Figure 1: Configure your agreement contract types to add the association to the Obligation. This will start tracking Obligations lifecycle for your agreements''</div> 
== Purpose of the Document ==

The purpose of this document is to:

*Introduce the ICI Obligation Management App and how it fits into the enterprise contract management workflow. 
*Describe the business context and solution framework for ICI Obligation Management App 
*Describe how the obligation Management is built on the ICI platform and how to set up and configure for your implementation needs. 
*Describe the Config, Workflow for managing the Obligation life cycle. 

== The Prerequisites ==

The user must have:

*Completed ICI Platform Training 
*Obligation Management Application must be enabled on the customer environment 

== Overview ==

In this fast-paced business scenario, the relevance of Enterprise Contract Management (ECM) to handle global contracts has grown manifold. Contracts establish a working model for a business to reach a future desired state: It defines the rules of business interaction and defines how business outcomes will be achieved. Yet until business parties live up to the plan, those outcomes are not ensured.&nbsp;

Therefore, tracking the obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course if not.

Non-compliance on obligations not only hurts performance, but also can expose businesses to substantial risks – including reputational damage, financial loss, and soured partner relationships.

The ICI Obligation Management Application built and designed along with the line of Icertis Contract Intelligence (ICI) platform (a world leader in Contract Lifecycle Management) and provides OOTB Obligation & Fulfillment objects and their workflow. Like everything on ICI, the OM app is highly configurable and extendible to suit customer requirements.

=== The Challenge ===

Contracts establish a working model for a business to reach a future desired state: It defines the rules of business and defines how business outcomes will be achieved. Yet until business parties live up to the plan, those outcomes are not ensured.&nbsp;Therefore, tracking the obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course if not.&nbsp;

Yet holistic management of obligations in an enterprise is easier said than done. Manually managing obligations--as well as SLAs, and entitlements--enshrined in contract clauses and terms has many challenges, from the sheer number of obligations found in contracts to the complexity of identifying & fulfilling them.

A major impediment to tracking obligation fulfillment is the enterprise-wide nature of obligations themselves: One department creates a contract, but the onus to fulfill contractual obligations is usually on another department in the real world.&nbsp;This is a common scenario with manufacturers of complex products, like airplanes, automobiles, drugs, etc. The sales team at the airplane manufacturer accommodates an airline’s requirements in the contract to close the deal, but it is up to the sourcing department to buy the goods & services needed to meet those requirements and maybe the customer services department to fulfill the warranty related commitments.&nbsp;

Consider this model to see how typical contract management leaves obligations siloed within departments, hindering visibility, tracking, and ultimately performance.&nbsp;
<div class="image-green-border">[[File:7.10 OM 3.png|720px|7.10 OM 3.png]]<br/> ''Figure 2: Conventional view of Enterprise Contract Management where obligations are viewed and managed in business silos''</div> 
Even at organizations where contracts are centrally managed, obligation fulfillment may still be fragmented across the organization. It is estimated that at large organizations, 2% of revenue is lost due to missed obligations.

Therefore, the key questions that keep the CxO/senior leadership awake in the night are: Are we fulfilling all our obligations? Are we defaulting on any business/regulatory or statutory obligations?

That question is impossible to answer if obligations are not centrally managed and are not linked to various contracts that the organization has signed.&nbsp;

A McKinsey & Company study estimates leakage due to unfulfilled obligations at 2% in large enterprises. For an enterprise with $2 billion in annual spend, that adds up to $40 million a year. The identification and extraction of obligation is currently a human-vetted process, which is typically driven by the legal team and prone to human errors.&nbsp;<br/> <br/> Some of the key challenges faced by companies dealing with Contractual Obligations are:

*A lack of insight and visibility into contractual obligations 
*Fail to discover obligations 
*A missed obligation can lead to costly litigation 
*Unfulfilled obligation often strains business relationships and can cause reputational damage 
*No defined workflow for completion of obligations and commitments&nbsp; 
*No clear ownership of responsibilities 
*Fail to gauge the implication of missed obligations 

A new approach is an obligation centered on contract management. This approach extracts obligations from the ultimate source of truth that contracts are and centralizes them to improve visibility and performance.&nbsp;
<div class="image-green-border">[[File:7.10 OM 4.png|720px|7.10 OM 4.png]]<br/> ''Figure 3: An obligation centered view to manage enterprise wide obligations''</div> 
=== The Solution Framework ===

The ICI Obligation Management App, built on top of the Icertis Contract Intelligence (ICI) platform, enables companies to execute this vision to drive compliance at enterprise scale, thereby building and protecting brand trust and improving business outcomes and most importantly ensuring that the business is always compliant. The ICI Obligation App provides an integrated environment that identifies and extracts existing obligations, risks, commitments from different ICI signed contracts to make them manageable, trackable, inheritable and contract centric compliant.&nbsp;The flexible architecture and configurable design of the platform allow users to configure and run a variety of obligations to their logical fulfillment. Given that the Obligation Management app is built on ICI Platform, implementations can easily configure dashboards & reports to have all-up views on overdue obligations.
<div class="image-green-border">[[File:7.10 OM 5.png|720px|7.10 OM 5.png]]<br/> &nbsp;</div> 
=== The Capabilities ===

The ICI Obligation Management app helps customers address obligation requirements and get even more of their investment in the ICI platform. It offers these powerful capabilities for obligation management contracts:&nbsp;

*'''Automatic Obligation Discovery''' 
**Automatically discover, extract, and setup obligations from any contract, through the power of artificial intelligence.&nbsp;<br/> &nbsp;   
*'''Flexible Setup & Creation of Obligations&nbsp;''' 
**Create manual / time-based fulfillments from the identified contractual obligation such that system triggers fulfillments at appropriate points in time to enforce compliance.<br/> &nbsp;   
*'''Rule-based Obligation Ownership''' 
**Assign obligations to both internal and external users and automatically handle reassignments due to transfers, departures, etc.&nbsp;   

*'''Seamless Obligation Fulfillment''' 
**Generate and manage fulfillment processes using ICI tasks for internal users and for third-party users via the ICI Collaboration Portal or customized integrations. The out of box workflows for Obligations & Fulfillments will help review, approval of workflows to drive compliance. 
**Easily control the process workflow by setting obligations on hold, withdraw, and cancel if required.   

*'''Inherited Obligations Across Contracts''' 
**Quickly setup rules to cascade and enforce obligations across related agreements – e.g. from MSAs to SOWs.   

*'''Sophisticated Reporting & Analytics''' 
**Track and monitor overdue fulfillments. 
**Measure risk and compliance to deliver rolled-up insights across the enterprise.   

=== The Examples ===

This section provides a sneak peek into some examples of contractual obligations and how they can be managed on the ICI Obligation Management app. These examples are intended to build a deeper intuition on what contractual obligations/fulfillments are, how obligations and fulfillments differ, and understand these from a lens of real world contracts.

As you scan through the agreement/clause texts, one can recognize statements which enforce an action and ownership in the form of “X entity shall perform Y” kind of statements. These are typically referred to as the contractual obligations.

The following examples are masked for customer/end-user references:

''Example 1: Weekly SLA reports to track business/delivery performance.''
<div class="image-green-border">&nbsp;[[File:7.10 OM SIP 1.PNG|720px|7.10 OM SIP 1.PNG]]<br/> ''Figure 4: An Excerpt from a SOW Agreement depicting the Weekly Reporting obligation in the Reporting clause''</div> 
''Example 2: Background validation for resources working on the account.''<br/> <br/> For any typical Customer Offshore Development (ODC) scenario in a IT Services, the company has an obligation to ensure any resources working in this ODC/Customer Account shall go through background verification. This might be an obligation enshrined in the MSA or any of the ongoing SOW Agreements. The following are some of the scenarios:<br/> <br/> This is an ongoing obligation until the duration of the customer’s contract. The Obligation owner may choose to fulfill the obligation in a time-based fashion say at monthly frequency

*This is an ongoing obligation until the duration of the customer’s contract. The Obligation Owner may choose to fulfill the obligation in a time-based fashion, (such as monthly frequency). 
*The Obligation Owner OR Accountable Person(s) for this obligation is the SOW Owner (typically, Project/Delivery Manager). 
*The Fulfillment associated to this agreement would be owned by another function (such as HR). But, the Obligation Owner will certify of the Fulfillment is met or not. 
*The Fulfillment’s owners (HR in this example) will upload the Fulfillment Evidence in the form of a file or a zip which is approved by the Obligation Owner. 
<div class="image-green-border">''Example 3: Share Audit reports within XX days of notice.<br/> <br/> '''[[File:7.10 OM SIP 2.PNG|720px|7.10 OM SIP 2.PNG]]'''''</div> 
The obligation in this example is on the Company to furnish the Audit reports to the Customer within a stipulated time (10 business days) when asked. This is not a time-based obligation, but will be manually accepted upon the event when the Customer asks for it. The Audit report can be submitted.

=== The Benefits ===

The key benefits of using the ICI Obligation Management App include the following:&nbsp;

*Significantly reduced risks by complying with all obligations - Identify and execute any implicit or explicit promises, duties, and accountabilities&nbsp; 
*Reduced costs and contract turnaround time by automating the obligation lifecycle 
*Improved customer and supplier relationships 
*Better outcomes in contract negotiations and renewals 
*Improved recovery of financial compensation for unfulfilled counterparty obligations 
*Inherit obligation from the parent (MSA) to the child (SOW) to enforce compliance 
*Cascade obligation changes from the parent (MSA) to the child (SOW) to enforce compliance 

=== ObligationAI, Obligation Management&nbsp;and Commitments ===

We have some capabilities in the system which allude to the Obligation lifecycle. Here we describe the scope of each of them and clarify the scope entailed.

*'''Obligation AI (O/AI)''': As part of the Discover AI feature set, we have an ability to discover obligations from third party or own contracts. This capability helps assist the otherwise human process of manually discovering and extracting obligations from agreements. Once obligations are discovered, customers have the flexibility to integrate with the ICI Obligation Management app or any other third party integrated app.&nbsp; 
*'''Obligation Management (OM)''': After obligations are discovered, either manually or through O/AI, we use the Obligation Management app capability to setup, track and monitor actual obligations. With dedicated entities called Obligation and Fulfillment, one can easily setup the ownership of obligation, setup the workflow to approve and agree with fulfillment evidence and track overdue fulfillments to have an all-up view of contractual compliance. 
*'''Commitments''': This capability is used to plan and perform agreement administration tasks. While some customers have tried using the Commitments capability to manage contractual obligations, there may be some limitations to managing the complete obligation lifecycle. Some of these include: 
**Commitments are a light weight task and do not model the Obligation and Fulfillment entities or their workflow to manage the specialized Obligation lifecycle 
**Commitments do not have an ability to create time-based fulfillments or capture fulfillment evidence which is core to the obligation management process 
**Commitments have limited capability when it comes to configuring ownership, rules, notifications, etc. which are required by implementation teams   
<div class="note-box">'''Note''': It is recommended to use the Obligation Management app instead of Commitments considering these limitations.</div> 
== The Obligation Management Process ==

The obligation management process augments your contract management process by giving you effective tools to discover, identify and manage obligations through to fulfillment. There are various scenarios in which Obligation Management fits into the Contract management process. Some examples of these are:

''Example 1: Post Agreement Execution''<br/> <br/> The focus during this scenario is to ensure that the right set of obligations are discovered (either manually or with Obligation AI discovery) and thereafter managed through the complete lifecycle. In this scenario since the agreement is executed, the obligations are also agreed upon, hence the focus here is to ensure they are tracked through the Contract’s lifetime.
<div class="image-green-border">&nbsp;[[File:7.10 OM 6.png|720px|7.10 OM 6.png]]<br/> ''Figure 5: We can see the post-agreement execution phases for obligation discovery & management. We also call out the typical user roles that are involved in the process.''<br/> <br/> ''Example 2: During Agreement Negotiation''<br/> <br/> The focus during this phase is to use Obligations to assist the Agreement negotiation phase. When the Agreement edits, the Agreement Team would like to analyze the impact of change with respect to the obligations entailed.</div> <div class="image-green-border">&nbsp;[[File:7.10 OM 7.png|720px|7.10 OM 7.png]]<br/> ''Figure 6: This depicts the Obligation discovery & triage along with the agreement negotiate phase''<br/> &nbsp;</div> <div class="note-box">'''Note''': You need to configure ObligationAI such that Obligations are discovered upon every edit/new version of the agreement to be able to see the impact on obligations.</div> 
=== <br/> The Obligation Management Workflow ===

This section describes the typical workflow for Creating, Reviewing, Accepting and Tracking fulfillments. The diagram below depicts the typical functions/user roles performing the respective operations.&nbsp;&nbsp;

'''Key Points to Note:'''<br/> The Legal / QC functions typically read through the agreements to manually extract Obligations or use Obligations AI to triage and discover obligations. This role has enough legal knowledge to identify the right obligations that matter for the agreement and the business as a whole. The obligations are created in the Draft state.

*Once identified the Agreement Owners, typically the Primary/Secondary Owner on the Team will accept and approve the Obligations. Only after Obligation is approved, the obligations lifecycle begins. 
*For approved Obligations, Fulfillment instances are spawned at the configured frequencies. It is also highlighted that the Fulfillments owner is different than the Obligations Owner. 
*Fulfillment’s team is responsible for submitting the fulfillment evidence and send it for approval to the Obligation owner. 
*If the Fulfillment is not approved before the due date, the fulfillment turns to overdue.&nbsp; 
<div class="image-green-border">[[File:7.10 OM 8.png|720px|7.10 OM 8.png]]&nbsp;<br/> ''Figure 7: A typical Obligation Management Workflow''</div> 
== Working with Obligations ==

The ICI Obligation Management app introduces necessary ICI entities to track and monitor obligations for your Agreements. The app introduces ICIOMAppObligation & ICIOMAppFulfillment entities. These are seeded with required config, workflows, rules, metadata which can be extended as required for your implementation needs. These entities are of type Associated Document Contract Types as referred to in the ICI terminology.

Obligation & Fulfillments are associated docs seeded with the required configuration. It is expected that you configure your existing/new Agreements by setting the association as depicted in the diagram below. In the sections below we highlight the configuration for the Out Of The Box (OOTB) Entities and also recommend a configuration for implementation.

The OM app is using the construct of the “Association of Association”. The obligation is an association to your Agreement. And Fulfillment is an association to the Obligation.
<div class="image-green-border"><br/> [[File:7.10 OM 9.png|720px|7.10 OM 9.png]]&nbsp;<br/> ''Figure 8: Depicts the new entities introduced for ICI Obligation Management App''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': After you install the ICI Obligation Management App, you will be required to edit the configuration for the new entities (Obligation & Fulfillment) to suite your implementation requirements. In the following section we call out the recommended configuration (wherever applicable) to help you with Obligation Management implementation. </div> 
=== <br/> The Out-of-the-Box Entity ===

The ''ICIOMAppObligation'' entity is used to model Obligations. It uses the Associated Documents Contract Type and can be used to associate with the required agreements. The following sections will cover the out of box configuration, functional behavior and recommended the configuration for implementation teams.&nbsp;
<div class="note-box">'''Note''': Only system provided Contract Type can be used for Obligation Management.</div> 
=== Contract Types ===

The Associated Document ''ICIOMAppObligation ''is seeded to track Obligations. It is expected that you will configure this seeded entity based on your implementation requirements.It is expected that you will configure this seeded entity to suite your implementation requirements.
<div class="note-box">'''Note''': With the current release, we do not allow multiple configurations of Obligation/Fulfillments. Meaning you cannot create a new Associated Doc Contract Type and identify it for Obligation tracking.</div> <div class="image-green-border"><br/> [[File:7.10 OM 10.png|720px|7.10 OM 10.png]]<br/> ''Figure 9: After you install OM, the configuration for Obligation entity is deployed for the instance''</div> 
=== Seeded Attributes ===

The seeded attributes of ''ICIOMAppObligation'' are listed as per the categories below. Implementation teams can add new attributes for identifying, categorizing, tracking obligations as required.

[[File:7.10 OM 11-2.png|720px|7.10 OM 11-2.png]]

[[File:7.10 OM 12.png|720px|7.10 OM 12.png]]

[[File:7.10 OM 13.png|720px|7.10 OM 13.png]]<br/> ''* Attributes marked with asterisks are MANDATORY for creating the Obligation instance&nbsp;''

=== Association ===

The ICI Obligation Management App is modeled on the Association of Association. The following association hierarchy exists.

*Agreement (Existing) 
**Associated to&nbsp;→&nbsp;Obligation Association 
***Associated to →&nbsp;Fulfillment Association     

It is expected for you to configure your existing Agreements to associate the Obligation Contract Type. We cover the details in ''Configuring your existing Agreement Contract Type to manage Obligations.''<br/> The following screenshot displays&nbsp;the Obligation’s association to Fulfillment which is seeded along with the app:
<div class="image-green-border">[[File:7.10 OM 14.png|720px|7.10 OM 14.png]]<br/> &nbsp;<br/> For more information about Association, refer to the&nbsp;''ICI Obligation Management Configuration Guide''.</div> 
=== Masterdata ===

There&nbsp;three Masterdata Contract Types are seeded along with the ICI Obligation Management App:

*ICIObligationManagementSettings&nbsp; 
*ICIOMAppLocationMaster 
*ICIOMAppPartyMaster 

These will be used by the ICI Obligation Management app for supporting future scenarios related to&nbsp;Location or Multi-party.&nbsp;

=== Rules ===

The ICI Obligation Management App has seeded the following set of rules. &nbsp;The contract type ''ICIOMAppObligation'' is configured with the following ''Rules:''

[[File:7.10 OM 15-2.png|720px|7.10 OM 15-2.png]]

The business rules that are critical to the flow of the application are now locked by the service users when deploying the Obligation Management application. This helps in preventing other users to unlock, edit and modify these rules, thus ensuring a smooth workflow.&nbsp;

For more information about Rules, refer to the&nbsp;''ICI Obligation Management Configuration Guide''.

&nbsp;

=== Notifications ===

The ICI Obligation Management app has the following seeded notifications. Since the app is built on the ICI platform, implementation teams can configure notifications as required.
<div class="image-green-border">[[File:7.10 OM 16.png|720px|7.10 OM 16.png]]<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 17.png|720px|7.10 OM 17.png]]</div> 
=== &nbsp;<br/> Recommended configuration to the Obligation Object ===

The recommended objects are the additional attributes provided along with the seeded attributes of ''ICIOMAppObligation'' to enhance the experience of The ICI Obligation Management app. Implementation teams can add new attributes for identifying, categorizing, tracking obligations as required.<br/> <br/> The following are some of the recommended attributes:<br/> <br/> [[File:7.10 OM 18.png|RTENOTITLE]]

== Configuring your existing Agreement Contract Type to manage Obligations&nbsp; ==

You can use your existing Agreements or configure new Agreements to manage obligations with ICI Obligation Management app. Let us now look into the configuring needed to your existing agreement contract type.&nbsp;<br/> <br/> For example, if your implementation already has an Agreement Contract Type say MSA, the following steps show how to edit your config to start managing obligations:<br/> <br/> 1. '''Click''' the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.
<div class="image-green-border">[[File:7.10 OM 19.png|720px|7.10 OM 19.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''Contract Types'' tile. The ''Configuration'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 20.png|340px|7.10 OM 20.png]]<br/> &nbsp;<br/> 3. '''Select''' the Agreement Contract Type where you want to configure obligations. For example, ''MSA''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 21.png|720px|7.10 OM 21.png]]<br/> &nbsp;<br/> 4. '''Click''' the ''View Record'' icon. The ''Contract Type Details'' page opens.<br/> 5. '''Click''' ''Edit''. The ''Edit Contract Type'' page opens.<br/> 6. '''Click''' ''Next''.&nbsp;<br/> 7. '''Toggle''' ''Yes'' in the ''Allow Third Party Paper'' field.<br/> 8. '''Toggle''' ''Yes'' in the ''Allow Clause Assembly'' field.<br/> 9. '''Toggle''' ''Yes'' in the ''Allow Copy With Associations'' field.<br/> 10. '''Click''' ''Next''. The ''Attributes'' tab opens.<br/> 11. '''Select''' the attributes as per your requirement. &nbsp;<br/> 12. '''Click''' ''Next''. The ''Association'' tab opens.<br/> 13. '''Click''' the ''plus'' icon to add an association. The ''Add Association'' section opens.<br/> 14. To inherit obligation, you need to select ''Obligation'' as Associated Contract Type. &nbsp;<br/> 15. '''Enter''' a name in the ''Association Name'' field. For example, ''Obligation''.&nbsp;<br/> 16. '''Select''' ''Obligation'' from the ''Associated Contract Type'' drop-down.&nbsp;<br/> 17. '''Toggle''' ''Yes'' in the ''Allow Inheritance'' field.<br/> 18. '''Toggle''' ''Yes'' in the ''Multiple Inheritance'' field.<br/> 19. '''Click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 22.png|720px|7.10 OM 22.png]]<br/> &nbsp;<br/> 20. '''Click''' ''Next''. The ''Display Preference'' tab opens.<br/> 21. '''Enter''' the details in the remaining tabs such as ''Display Preference'', ''Team'' and ''Verify''.<br/> 22. '''Click''' ''Update''. The contract type ''MSA'' is updated with Obligation as Associated Contract Type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 23.png|720px|7.10 OM 23.png]]<br/> &nbsp;<br/> 23. '''Click''' ''Publish'' to publish the Agreement Contract Type.</div> 
== Creating an Obligation for an Agreement ==

To create an agreement with an obligation:

1. '''Click''' the Agreement Management tile on the Dashboard. The Agreement Management page opens.&nbsp;
<div class="image-green-border">[[File:7.10 OM 24.png|720px|7.10 OM 24.png]]<br/> &nbsp;<br/> 2. '''Click''' the Create Agreement tab. The Create Agreement page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 25.png|720px|7.10 OM 25.png]]<br/> &nbsp;<br/> 3. '''Enter''' all the details on the Create Agreement page. For example, ''MSA_OM.''<br/> 4. '''Select''' Own in the Type Of Paper drop-down.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 26.png|720px|7.10 OM 26.png]]<br/> &nbsp;<br/> 5. '''Click''' Next. The Attributes tab opens.<br/> 6. '''Enter''' the details in the remaining tabs to take it to Verify step.<br/> 7. '''Click''' Create and Publish. The Draft page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Obligation&nbsp;''created is displayed as shown in the screenshot below:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 27.png|720px|7.10 OM 27.png]]<br/> &nbsp;</div> 
=== Creating an Obligation with Time-Based Fulfillment ===

To create a Time-Based Fulfillment:<br/> <br/> 8. '''Click''' the ''Add icon'' to create an obligation. &nbsp;The ''Create Association – Obligation'' page opens.<br/> 9. '''Enter''' a name for the obligation. For example, ''SAAS obligation''.<br/> 10. '''Enter''' the ''Description'' as per requirement.<br/> 11. '''Select''' a location from the Location dropdown.&nbsp;<br/> 12. '''Select''' a party in the Multi Party dropdown.<br/> 13. The ''Allow Inheritance'' field is already toggled to ''Yes''. This allows the inheritance of approved obligations from the parent agreement to the child agreement. For example, ''MSA_OM'' to ''SOW_OM''.<br/> 14. The Allow Fulfillment Tracking field is already toggled to Yes. This allows the system to track fulfillment instances.<br/> 15. '''Select''' ''Manual'' or ''Time-Based'' in the ''Frequency Type'' dropdown as per your requirement. For example, ''Time-Based''. By setting it ''Time-Based'' will allow the system to instantiate the fulfillments at the set frequency and by setting it Manual user should manually add fulfillments to the obligation.&nbsp;<br/> 16. '''Select''' the ''fulfillment frequency'' in the ''Frequency ''dropdown. For example, ''Weekly''. This will instantiate the fulfillment weekly.&nbsp;
<div class="note-box">'''Note''': You can set the following frequency: One Time, Weekly, Fortnightly, Monthly, Once in 2 Months, Quarterly, Semi-Annual, Annual and Once in 2 Years.&nbsp;</div> 
17. '''Select''' a date in the ''1st Fulfillment’s Due Date'' field. For example,&nbsp;''December 16th, 2019''. This date indicates that if fulfillment is not approved until its due date, it will move to the overdue state.<br/> 18. '''Select''' a date in the ''Overdue Buffer Days'' field. For example, ''2''. This date indicates the number of days that will be treated as a buffer after the due date. The system won’t treat a fulfillment as overdue during the buffer period.
<div class="note-box">'''Note''':<br/> * The ''Extended Due date'' field is automatically extended by 2 based on the ''Due Date. ''In this example, it is extended till ''December 18, 2019.&nbsp;''The ''Extended&nbsp; &nbsp; &nbsp;Due Date'' is the summation of 1st Fulfillment’s ''Due Date'' and the value of ''Overdue Buffer Days''.<br/> * The system will treat a fulfillment as overdue after the extended due date is over.</div> 
19. '''Select''' a date in the ''End date'' field. For example, December 19, 2019. This date indicates the end date for fulfillment.<br/> 20. '''Select''' a file in the File Path field.<br/> 21. '''Select''' a POC in the Responsible POC dropdown.&nbsp;

The obligation is created with a ''Weekly&nbsp;''fulfillment as shown in the screenshot below:
<div class="image-green-border">[[File:7.10 OM 28.png|720px|7.10 OM 28.png]]<br/> &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': An obligation can have multiple fulfillments. Users can create the following types of obligations: &nbsp;<br/> * Time-based Obligation & Time-Based Fulfillment<br/> * Time-based Obligation & Manual Fulfillment<br/> * Manual Obligation & Manual Fulfillment</div> 
&nbsp;

=== To create an Obligation with Manual Fulfillment&nbsp; ===

Follow the steps from 9 to 17 mentioned in the section ''Creating an Obligation with Time- Based Fulfillment'' and then do the following:&nbsp;<br/> <br/> 1. '''Select''' ''Manual ''in the ''Frequency Type'' dropdown as per your requirement.&nbsp;<br/> 2. '''Select''' a date in the ''End date'' field. For example, ''December 16th''.&nbsp;<br/> 3. '''Select''' a file in the ''File Path'' field.<br/> 4. '''Select''' a POC in the ''Responsible POC'' dropdown.
<div class="image-green-border">&nbsp;[[File:7.10 OM 29.png|720px|7.10 OM 29.png]]<br/> &nbsp;<br/> 5. '''Click''' ''Create''. The obligation is created with fulfillment.</div> 
=== Approving Obligations ===

You can send the Obligation for approval as described in the following steps:<br/> <br/> 1. '''Click''' ''Send For Approval'' for the selected Obligation.&nbsp;&nbsp;<br/> 2. If the configured obligation is time-based, upon approval, the system generates the first instance of the Fulfillment.&nbsp;
<div class="image-green-border">[[File:7.10 OM 30.png|720px|7.10 OM 30.png]]<br/> &nbsp; &nbsp;<br/> 3. The ''Obligation’s Team&nbsp;''can be configured for the approver role. When the ''Obligation ''is sent for approval, it will create an approval task to the approvers on its Team.<br/> '''&nbsp;'''</div> <div class="note-box">'''Note''':&nbsp;Unless the obligation is approved, the user cannot create Fulfillment instances.&nbsp;</div> 
&nbsp;

=== Applying Hold on Obligation&nbsp; ===

You can hold the ''Obligation ''based on default ''Role Action Mapping''. You can hold an ''Obligation'' at ''Draft'', ''Waiting For Approval'', and ''Approved ''states.<br/> <br/> If for some business reason, for a given obligation, it is required to hold some fulfillment instances, you can set the Obligation on Hold. This will prevent creating new fulfillment instances during the period of the hold. You can set the expiry date of the hold using the ''Hold Expiry Date'' attribute.<br/> &nbsp;
<div class="image-green-border">[[File:7.10 OM 31.png|720px|7.10 OM 31.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': When you put an ''Obligation ''on hold, any fulfillment that is not ''Approved'' will be marked ''Cancelled'' and will not be used to calculate overdue fulfillments.</div> 
To apply a hold on an obligation:&nbsp;<br/> <br/> 1. '''Click''' ''Hold''. The ''Association Hold Note'' window opens.
<div class="image-green-border">[[File:7.10 OM 32.png|720px|7.10 OM 32.png]]<br/> &nbsp;<br/> 2. '''Enter''' a ''Hold Note''.&nbsp;<br/> 3. '''Select''' the appropriate ''Reason Code''.&nbsp;<br/> 4. '''Select''' a ''Hold Expiry Date''. For example, ''18/12/2019''. The ''obligation'' gets released from hold on this day.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 33.png|720px|7.10 OM 33.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': Hold has a temporary nature used basically to hold fulfillments for a given period than cancelling the Obligation permanently. If you wish to cancel the ''Obligation'', you need to withdraw the obligation (mentioned in the following section).</div> 
5. '''Click''' ''Add''. The fulfillment state changed to the ''Cancelled'' state. All fulfillments that are NOT approved will be cancelled.<br/> &nbsp;
<div class="image-green-border">[[File:7.10 OM 34.png|720px|7.10 OM 34.png]]</div> <div class="image-green-border">&nbsp;</div> 
=== Releasing the Hold ===

You can release the hold before the Hold Expiry Date by clicking the Release Hold date.<br/> &nbsp;<br/> 6. '''Click '''the ''Release Hold ''button. The ''Association Release Hold window'' opens.
<div class="image-green-border">[[File:7.10 OM 35.png|720px|7.10 OM 35.png]]<br/> <br/> 7. '''Enter''' a hold note.&nbsp;<br/> 8. '''Select''' the appropriate ''Reason Code''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 36.png|720px|7.10 OM 36.png]]<br/> <br/> 9. '''Click''' Add. &nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 37.png|720px|7.10 OM 37.png]]<br/> &nbsp;<br/> The status changes to ''Approved''. The Obligation goes back to the previous state before it went on Hold. As seen in the above picture, that instance of Obligation went back to Approved state.&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': After releasing a hold, if the user approves the Obligation or the Obligation was already approved, the future applicable Fulfillment instances will be triggered at the configured frequency.</div> 
=== Applying&nbsp;Withdraw on Obligation ===

You can withdraw an obligation to send the obligation to Withdraw state and all user actions are removed.

To withdraw an ''Obligation'':<br/> <br/> 1. '''Click''' ''Withdraw''. The ''Association Withdraw'' window opens.<br/> 2. '''Enter''' a withdraw note.&nbsp;<br/> 3. '''Select''' the appropriate ''Reason Code''.&nbsp;<br/> 4. '''Click''' ''Add''.
<div class="image-green-border">[[File:7.10 OM 38.png|720px|7.10 OM 38.png]]<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 39.png|720px|7.10 OM 39.png]]<br/> &nbsp;<br/> The obligation is withdrawn and all its fulfillments that are not previously Approved will get Cancelled.<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 40 gr action 1.png|720px|7.10 OM 40.png]]<br/> &nbsp;</div> 
=== Replacing User in&nbsp;Obligations ===

You can replace a user in Obligation in the ''Team ''tab.<br/> 1. '''Click''' ''Team''. The ''Add Team'' window opens.<br/> 2. '''Click''' ''Replace User''.&nbsp;
<div class="image-green-border">[[File:7.10 OM 41.png|720px|7.10 OM 41.png]]<br/> &nbsp;<br/> 3. '''Select''' the User.<br/> 4. '''Enter''' ''Comments''.<br/> 5. '''Select''' the ''Reason Code''.<br/> 6. '''Click''' ''Add''. The user is replaced.</div> 
== Integrating&nbsp;Obligation AI with Obligation ==

Discovering obligations is the critical step to start Obligation Management lifecycle. Especially when there are hundreds of obligations in agreement, manually having to discover, triage, and create Obligations is a humanly exhaustive process.

Users can now track and manage Obligations for a given agreement using Obligation AI and Obligation Management for a seamless experience.&nbsp; The interconnected flow of AI with OM is aiming to solve Legal persona’s Job to triage, discover, and create obligations. With this feature we now can have cohesive experience to setting up obligations.&nbsp;This helps in yielding contract compliance and reducing the risks involved in managing contracts which primarily leads to:

*Reduce time and efforts to discover and create obligations. 
*Use ICI’s human in loop model of consuming AI such that relevance of discovery become better over the time. 
*Scale out the job of obligation discovery such that newer/junior members can effectively perform Obligation Management. 

The default configuration is AI and Obligation Management as a combined one, and you can also configure individual as Obligation AI, or Obligation Management.

You can see ''Discover'', and ''Manage'' under ''Obligation'' Tab in left pane as displayed in the image below:
<div class="image-green-border">[[File:7.11-DiscoverObligation.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To create obligation:&nbsp;</div> <div class="image-green-border">1.&nbsp;'''Click '''''Review'' button on the ''Discovered Obligations ''window. The discovered obligation opens.</div> <div class="image-green-border">[[File:7.11-ReviewObligation.PNG|RTENOTITLE]]</div> 
You can perform the following actions on the Obligations:
<div class="image-green-border">[[File:Confirm.PNG|RTENOTITLE]]</div> 
*''Confirm'': To confirm the action and create the obligation based on the discovered data. 
*''Ignore'': To ignore the discovered data and create the obligation later. 
*''Review Later'': To review the discovered data later. 

2.&nbsp;'''Click''' ''Confirm'' to confim the action. The ''Obligation Management ''page opens displaying the obligation details that are copied automatically.

The obligation details discovered by AI are filled automatically on the ''Create Obligation ''page in the ''Obligation Details ''field.
<div class="image-green-border">[[File:Create Association obligation.PNG|RTENOTITLE]]</div> 
3. '''Enter''' all mandatory values of Attributes Frequency Type, and End date.

4.&nbsp;'''Click''' ''Create'' to Create Obligation.
<div class="image-green-border">[[File:Create button.PNG|RTENOTITLE]]</div> 
5.&nbsp;'''Click '''''Manage'' under ''Obligations'' Tab to confirm newly discovered obligations.&nbsp;
<div class="image-green-border">[[File:Manage Tab count added.PNG|RTENOTITLE]]</div> 
6.&nbsp;'''Click''' on ''Obligation Created'', and obligation opens in new tab.
<div class="image-green-border">[[File:Obligation created.PNG|RTENOTITLE]]</div> 
Obligation is opened in new window as seen in below image:
<div class="image-green-border">[[File:Obligation opened in new window.PNG|RTENOTITLE]]</div> 
'''Note''': You cannot perform any actions after the obligation is created.

== <br/> Inheriting Obligations ==

Let us create an SOW contract type to understand inheritance in obligation from MSA_OM to SOW_OM.
<div class="image-green-border">[[File:7.10 OM Inheriting Obligations.PNG|720px|7.10 OM Inheriting Obligations.PNG]]<br/> &nbsp;</div> 
=== Configuring your existing Agreement Contract Type to set Obligation Inheritance ===

Assuming that your instance has an&nbsp;''SOW Agreement Contract Type'', let us now edit its configuration to add association for tracking ''Obligations''. After this, both our agreements MSA_OM & SOW_OM will start tracking ''Obligations''.&nbsp;<br/> <br/> Additionally, we will configure inheritance such that any Obligation that is approved in higher agreement type (e.g. MSA_OM) will be inherited to child agreement type (e.g. SOW_OM) in order to force compliance of contractual obligations.

<br/> 1. '''Click''' the ''Configuration'' tile. The ''Configuration ''page opens.
<div class="image-green-border">[[File:7.10 OM 42.png|720px|7.10 OM 42.png]]<br/> &nbsp;<br/> 2. '''Click''' the Contract Types tile. The configuration page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 43.png|330px|7.10 OM 43.png]]<br/> &nbsp;<br/> 3. '''Select''' the Agreement Contract Type where you want to configure obligations. For example, ''SOW_OM''.&nbsp;</div> <div class="image-green-border"><br/> [[File:7.10 OM 44.png|720px|7.10 OM 44.png]]<br/> &nbsp;<br/> 4. '''Click''' the ''View Record'' icon. The ''Contract Type Details'' page opens.<br/> 5. '''Click''' ''Edit''. The ''Edit Contract Type'' page opens.<br/> 6. '''Click''' ''Next''.&nbsp;<br/> 7. '''Toggle''' the ''Allow Third Party'' Paper field to ''Yes''.<br/> 8. '''Toggle&nbsp;'''the ''Allow Clause Assembly'' field to&nbsp;''Yes''.<br/> 9. '''Toggle'''&nbsp;the&nbsp;''Allow Copy With Associations'' field to ''Yes''.<br/> 10. '''Click''' ''Next''. The ''Attributes'' tab opens.<br/> 11. '''Select''' the attributes. &nbsp;<br/> 12. '''Click''' ''Next''. The ''Association'' tab opens.<br/> 13. '''Click''' the plus icon to add an ''Association''. The ''Add Association'' section opens.<br/> 14. To inherit obligation in ''SOW_OM'', you need to select ''Obligation'' as ''Associated Contract Type''. &nbsp;<br/> 15. '''Enter''' a name in the ''Association Name'' field. For example, ''Obligation''.&nbsp;<br/> 16. '''Select''' ''Obligation'' from the ''Associated Contract Type'' drop-down.&nbsp;<br/> 17. '''Toggle'''&nbsp;the ''Allow Inheritance ''field&nbsp;to ''Yes''.<br/> 18. '''Toggle'''&nbsp;the ''Multiple Inheritance'' field to ''Yes''.&nbsp;<br/> 19. '''Click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 45.png|720px|7.10 OM 45.png]]</div> 
20. '''Enter''' the details in the remaining tabs such as ''Display Preference'', ''Team'', and ''Verify''.<br/> 21. '''Click''' ''Update''. The contract type ''SOW_OM'' is updated having an ''Associated Contract Type (Obligation)''.

&nbsp;

&nbsp;

=== Inheriting Obligations from Parent Agreement ===

Let us an example of inheriting obligations from the parent agreement (for example,&nbsp;''MSA_OM'' obligations to ''SOW_OM)''.<br/> <br/> 1. '''Click''' the Agreement Management tile on the Dashboard. The Agreement Management page opens.&nbsp;
<div class="image-green-border">[[File:7.10 OM 46.png|720px|7.10 OM 46.png]]<br/> &nbsp;<br/> 2. Click the ''Create Agreement ''tab. The ''Create Agreement'' page opens.</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="image-green-border">'''''[[File:7.10 OM 47.png|600px|7.10 OM 47.png]]'''''</div> <div class="image-green-border">
3. '''Select&nbsp;'''the ''Contract Type Name''. For example,&nbsp;''SOW_OM''.&nbsp;<br/> 4.&nbsp;'''Select '''''Third Party''&nbsp;in the Type Of Paper&nbsp;drop-down field.&nbsp;<br/> 5.&nbsp;'''Click&nbsp;'''''Next''. The ''Attributes''&nbsp;tab opens.
</div> <div class="image-green-border">'''[[File:7.10 OM 48.png|720px|7.10 OM 48.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. Click the down arrow icon in the ''Associate and Inherit'' field to inherit ''MSA_OM'' based agreement obligations to ''SOW_OM'' agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 49.png|720px|7.10 OM 49.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. The ''Lookup Search'' window opens.<br/> &nbsp;</div> <div class="image-green-border">'''''[[File:7.10 OM 50 gr action 1.png|720px|7.10 OM 50.png]]'''''</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="note-box">'''Note''':&nbsp;Ensure that the ''Allow inheritance'' flag is set to ''Yes'' to inherit obligations from the parent agreement as shown in the below screenshot.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM new image.PNG|720px|7.10 OM new image.PNG]]<br/> &nbsp;</div> <div class="image-green-border">8. '''Select''' the ''MSA_OM'' agreement from which you want to inherit ''obligation''.<br/> 9. '''Click''' ''Select''.&nbsp;<br/> 10. '''Enter''' the details in the remaining tabs to take it to ''Verify ''step.<br/> 11. '''Click''' ''Create and Publish''.<br/> &nbsp;&nbsp; &nbsp;<br/> [[File:7.10 OM 51.png|720px|7.10 OM 51.png]]&nbsp;</div> 
All approved obligations of the&nbsp;''MSA_OM'' agreement (Parent agreement) have been&nbsp;inherited by the ''SOW_OM'' agreement (Child). Any changes made to the parent contracts obligations have been cascaded to the child agreement's&nbsp;obligations.
<div class="note-box">'''Note''': The seeded attribute ''Allow Cascade Action'' is already set to ''Yes'' for the ''Contract Type''&nbsp;(for example, ''MSA_OM'').&nbsp;</div> 
== Working with Fulfillments ==

=== The Out-of-the-Box Fulfillment Entity ===

The ICI Obligation Management App comes with a seeded Contract Type i.e. ''ICIOMAppFulfillment''. As described earlier, Fulfillment is an association to the Obligation entity.

=== Contract Types ===

''ICIOMAppFulfillment'' – This is an Associated Document Contract Type. It comes with a seeded set of attributes, workflow, rules & notifications. Implementation teams can easily tweak the configuration as per the customer’s requirements.

For more information about Fulfillment Contract Type, refer to the ''ICI Obligation Management Configuration guide''.

=== Seeded Attributes ===

The following attribute values are copied from Obligation to the Associated Fulfillment:

*Agreement Code 
*Fulfillment for Obligation 
*Obligation Description 
*Frequency Type 
*Frequency 
*Due Date 
*Overdue Buffer Days 
*Extended Due Date 
*End Date 
*Location 
*Third Party or Vendor 

The following attributes are used to capture Fulfillments completion:

[[File:7.10 OM 52.png|720px|7.10 OM 52.png]]

For more information about seeded attributes, refer to the ''ICI Obligation Management Configuration'' ''Guide''.

=== Rules ===

The ICI Obligation Management App is seeded with the default set of rules. &nbsp;The contract type ''ICIOMAppFulfillment ''is configured with the following Rules:&nbsp;

[[File:7.10 OM 53-2.png|720px|7.10 OM 53-2.png]]<br/> For more information about Rules, refer to&nbsp;the ''ICI Obligation Management Configuration Guide''.

== Creating & Editing Fulfillments ==

You can create Fulfillments manually for Obligations that have a frequency set to ''Time-Based'' OR ''Manual.''
<div class="image-green-border">[[File:7.10 OM 54.png|720px|7.10 OM 54.png]]<br/> ''Figure 10: Manual based Obligation''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 55.png|720px|7.10 OM 55.png]]<br/> ''Figure 11:&nbsp;Time-Based Obligation''<br/> &nbsp;</div> <div class="note-box">'''Note''': An obligation can have multiple fulfillments. Users can create the following types of obligations: &nbsp;<br/> * Time-based Obligation & Time-Based Fulfillment<br/> * Time-based Obligation & Manual Fulfillment<br/> * Manual Obligation & Manual Fulfillment</div> 
=== <br/> Adding Fulfillment Evidence ===

The Fulfillment’s team is responsible for submitting the fulfillment evidence and send it for approval to the Obligation owner.<br/> <br/> 1. '''Click''' the ''Fulfillment ''tab under the ''Associations ''tab.
<div class="image-green-border">[[File:7.10 OM 56 gr action 1.png|720px|7.10 OM 56.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''View Record'' icon. The Fulfillment ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 57.png|720px|7.10 OM 57.png]]<br/> &nbsp;<br/> 3. '''Click''' ''Upload Fulfillment Evidence''. The ''Upload Document'' window opens.<br/> 4. '''Click''' ''Select ''File.<br/> 5. '''Click''' ''Upload ''File.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 58.png|720px|7.10 OM 58.png]]<br/> &nbsp;&nbsp;<br/> 6. By uploading the fulfillment evidence, you need to send the fulfillment for approval to complete the fulfillment workflow.&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
=== Approving Fulfillments ===

The Fulfillments are approved by the Obligation owner by reviewing the submitted Fulfillment evidence. Let us look into an example:&nbsp;

1. '''Click''' the ''Fulfillment ''tab on the ''Details'' page.
<div class="image-green-border">[[File:7.10 OM 59 gr action 1.png|720px|7.10 OM 59.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''View Record'' icon of the Fulfillment. The fulfillment ''Details ''page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 60.png|720px|7.10 OM 60.png]]<br/> &nbsp;<br/> 3. '''Click''' ''Send For Approval''. The fulfillment goes to the approver.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 61.png|720px|7.10 OM 61.png]]<br/> &nbsp;<br/> 4. Upon approving, the fulfillment reaches the ''Approved ''state.</div> <div class="image-green-border">&nbsp;</div> 
=== Cancelling Fulfillments ===

By performing withdraw action the Fulfillments which are in Draft and Waiting for Approval state are moved to Cancelled state. Let us look into an example:

1. On the ''Details'' page,&nbsp;'''click'''&nbsp;''Withdraw''.
<div class="image-green-border">[[File:7.10 OM 62 gr action 1.png|720px|7.10 OM 62.png]]<br/> &nbsp;<br/> 2. The ''Association Withdraw'' window opens.<br/> 3. '''Select''' a reason code from the ''Reason Code'' drop-down field.<br/> 4. '''Click''' ''Add''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 63 gr action 1.png|720px|7.10 OM 63.png]]<br/> &nbsp;<br/> 5. The Fulfillment in the ''Draft ''state moved to the&nbsp;''Cancelled'' state.</div> 
== Configuring Reports ==

The ICI Obligations Management app doesn’t come with inbuilt reports.&nbsp;However, since the ICI Obligation Management app is built on ICI platform, one can use the ICI capabilities for ''Search ''and ''Saved Searches'' to get an all-up view of Obligations and their Fulfillments. Additionally, you can use ''Saved Searches'' to set as Dashboard tiles.&nbsp;

Some examples of these reports as dashboard titles are given in the screenshots below:

''Example 1: Total number of Obligations''
<div class="image-green-border">[[File:7.10 OM 64.png|720px|7.10 OM 64.png]]</div> <div class="image-green-border"><br/>  <br/> ''Example 2: Total number of Fulfillments''</div> <div class="image-green-border">[[File:7.10 OM 65.png|720px|7.10 OM 65.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''Example 3:&nbsp;List of Overdue&nbsp;Fulfillments''<br/> [[File:7.10 OM 66.png|720px|7.10 OM 66.png]]<br/> &nbsp;</div> <div class="image-green-border">''Example 4: List of Fulfillments Overdue by Owner''<br/> [[File:7.10 OM 67 gr action 1.png|720px|7.10 OM 67.png]]</div> <div class="image-green-border">&nbsp;</div> 
== Creating&nbsp;Obligations in Bulk using&nbsp;Bulk Actions ==

You can add existing agreements with obligations using Bulk Actions tile.&nbsp;

1. '''Click '''the&nbsp;''Bulk Actions'' tile. The ''Bulk Action Management'' page opens.
<div class="image-green-border">[[File:7.10 OM 68.png|720px|7.10 OM 68.png]]<br/> &nbsp;<br/> 2. '''Click''' ''Update Existing'' tile. The ''Update'' page opens.<br/> 3. '''Select'''&nbsp;the ''Bulk Upload Action''. For example, ''Add Association To Agreement''.<br/> 4. '''Select'''&nbsp;the ''Saved Search. ''For example,&nbsp;''All Agreements''.<br/> 5. '''Select'''&nbsp;the ''Contract Type Name.&nbsp;''For example, ICIMSA_OM.<br/> 6. '''Select''' the ''Association''. For example, ''ICIOMAppObligation''.<br/> 7. '''Click''' ''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 69.png|720px|7.10 OM 69.png]]<br/> &nbsp;<br/> 8. '''Select''' an attribute from the ''Available Attribute'' list as per your requirement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 70.png|720px|7.10 OM 70.png]]<br/> &nbsp;<br/> 9. '''Click''' Generate Workbook.<br/> 10. '''Add '''the attribute values in the Workbook.<br/> 11. '''Save''' the Workbook.<br/> 12. '''Click''' ''Add Batch'' on the ''Bulk Action Management'' page.<br/> 13. '''Enter''' a Batch Name. For example, ''Obligation_MSA.''<br/> 14. '''Select''' the ''Data file''.&nbsp;<br/> 15. '''Click''' ''Add''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 71.png|720px|7.10 OM 71.png]]<br/> &nbsp; &nbsp;<br/> Agreements are now created in bulk with the added&nbsp;Associations.&nbsp; </div> 
== Glossary ==

We will cover the terms and concepts introduced with ICI Obligation Management App.

[[File:7.10 OM 72-2.png|720px|7.10 OM 72-2.png]]

&nbsp;

== Known Issues ==

'''540450 –&nbsp;Obligations get inherited to parent MSA if the two-way linkage is configured.'''

In this release, support for two-way linkages is not supported.&nbsp;<br/> If the two-way linkage is enabled, then Obligations gets inherited from the child agreement contract type (SOW) to parent agreement (MSA) on their approval, and there is an infinite loop.&nbsp;

&nbsp;

&nbsp;

'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[ICM_Sourcing_App|ICI Sourcing App]]&nbsp;|&nbsp;[[Obligation_AI|Obligation AI]]