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= Obligation Management Reports =
 
= Obligation Management Reports =
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== Obligations Dashboard and Obligation Management Health Reports ==
  
 
The Obligation Management reports address the need for specific reporting techniques so that business executives can track and monitor obligations and fulfillments.
 
The Obligation Management reports address the need for specific reporting techniques so that business executives can track and monitor obligations and fulfillments.
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The Obligation Management Reports include:
 
The Obligation Management Reports include:
  
#'''Obligations Dashboard Report:''' provides information of the Fulfillments due in the next 30 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.  
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*'''Obligations Dashboard Report:''' provides information of the Fulfillments due in the next 30 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.  
#'''OMH - Obligation Management Health Report:''' provides an overall view of the total Fulfillments across all agreements that are fulfilled.  
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*'''OMH - Obligation Management Health Report:''' provides an overall view of the total Fulfillments across all agreements that are fulfilled.  
  
Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Obligation Management can view the Obligation Management Dashboard Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of Agreements in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.
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Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Obligation Management can view the Obligation Management Dashboard Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular set of Agreements in ICI, for example, they would not see those in the Report even though they have the view privileges for Reports.
  
 
To view these reports:
 
To view these reports:
  
#'''Click '''the ''Reports'' tile on the Dashboard. The ''Reports'' page opens.  
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#'''Click '''the Reports tile on the Dashboard. The Reports page opens.  
# '''Click '''the ''Obligation Management'' from the Default Reports drop-down or select the ''Obligation Management Dashboard ''report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.  
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<div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div>
#'''Click '''the ''Obligations Dashboard ''tile on the ''Reports ''page.  
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2.&nbsp;'''Click '''the Obligation Management from the Default Reports drop-down or select the Obligation Management Dashboard report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.
#The following graphs are displayed:&nbsp;  
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<div class="image-green-border">[[File:OMR1.PNG|600px|OMR1.PNG]]</div>
##''Fulfillments due in next 30 days''  
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3.&nbsp;'''Click '''the Obligations Dashboard tile on the Reports page.
##''Fulfillments Overdue by Owner'' 
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<div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Obligation Mangament Dashboard'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Obligation Management Health:&nbsp;'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>  
#'''Click '''the ''Fulfillments due in the next 30 days'' (by agreements) graph. The following columns will be displayed:''Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner''
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The OMH% is calculated using the formula:
#'''Click '''the ''Fulfillments Overdue by Owner'' graph. The following columns will be displayed:&nbsp;''Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue''  
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#'''Click '''the ''OMH - Obligation Management Health ''tile on the ''Reports ''page.
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#The following columns will be displayed:&nbsp;''Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%''
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#The health of the ''Fulfillments'' are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.
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This is calculated using the formula:
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<ul style="list-style-type:circle;">
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<li>'''OMH = (D+E) / (Z) * 100'''</li>
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</ul>
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where,
 
where,
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<div class="note-box">'''Note:''' For OMH calculation, count of fulfillments with due date as 8 days prior to the current date is considered</div>
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4. The following graphs are displayed:&nbsp;
  
*A = Total Fulfillments Open within Overdue Date
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*Fulfillments due in next 30 days
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*Fulfillments Overdue by Owner
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 +
*'''Click '''the Fulfillments due in the next 30 days (by agreements) graph. The following columns will be displayed:Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner
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*'''Click '''the Fulfillments Overdue by Owner graph. The following columns will be displayed:&nbsp;Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue
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*'''Click '''the OMH - Obligation Management Health tile on the Reports page.
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5. The following columns will be displayed:&nbsp;Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%
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6. The health of the Fulfillments are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.
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 +
<code><cite><var>'''OMH = (D+E) / (Z) * 100'''</var></cite></code>
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 +
*Z = Total Fulfillments = B+C+D+E
 
*B = Total Fulfillments Overdue  
 
*B = Total Fulfillments Overdue  
 
*C = Total Fulfillments Waiting for Approval  
 
*C = Total Fulfillments Waiting for Approval  
 
*D = Total Fulfillments within Overdue Date  
 
*D = Total Fulfillments within Overdue Date  
 
*E = Total Fulfillments Approved after Overdue Date  
 
*E = Total Fulfillments Approved after Overdue Date  
*Z = Total Fulfillments = B+C+D+E
 
  
'''Note:''' For OMH calculation, count of fulfillments with due date as 8 days prior to the current date is considered.
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== Obligation Management Summary Report ==
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The Obligation Management Summary is an out-of-the-box in addition to the OM reporting offerings in ICI, to support business performance monitoring by analyzing performance of obligations and tying them to business metrics.<br/> <br/> The Obligation Management Summary Report displays the following tabs: Compliance Dashboard, Resource Assignment, Upcoming Milestones, Recent Milestones, Fulfillment Explorer, SLA Tracking, Health by Contract Types and Timeline.<br/> <br/> The insights displayed through each tab will help businesses drive their contract governance meetings. Collectively they can be a key device to track the performance of business KPIs vis-a-vis the planned inputs. Revenue leakage and other such risks can effectively be measured and mitigated by implementing obligation management strategies through the OM App.<br/> <br/> The report additionally helps businesses quantify the consumption of Obligation Management across their ICI implementation to further baseline and optimize its enterprise-wide adoption.
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The out-of-the-box OM report will be available in the Reports section under “Default Reports > Obligation Management” section. It can be accessed from the Dashboard option under the OM App navigation tile as well.<br/> <br/> Similar to other reports, this OM Report can be configured via Security Groups for users to have View and None accesses.
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<div class="note-box">'''Note''': The reports are available in read-only mode. For customizing the reports, users need access to Advanced Analytics.&nbsp;</div>
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The following tabs are displayed in the Obligation Management Summary report:
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*Compliance Dashboard
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*Resource Assignment
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*Upcoming Milestones
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*Recent Milestones
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*Fulfillment Explorer
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*SLA Tracking
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*Health by Contract Types
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*Timeline
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Each tab can be filtered based on the following parameters:
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<div class="image-green-border">[[File:7.17 OMSR 1.png|220px|7.17 OMSR 1.png]]</div>
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'''Compliance Dashboard''': Displays an overview of obligations and fulfillments by Business Status such as Approved, Cancelled, Overdue and so on. The view can be filtered by each status to derive further business insights.
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<div class="image-green-border">[[File:7.17 OMSR 2.png|720px|7.17 OMSR 2.png]]</div>
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'''Resource Assignment''': Displays status of fulfillments for different business roles.
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<div class="image-green-border">[[File:7.17 OMSR 3.png|720px|7.17 OMSR 3.png]]</div>
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'''Upcoming Fulfillment Milestones''': Displays upcoming important timelines for ongoing obligations and fulfillments.
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<div class="image-green-border">[[File:7.17 OMSR 4.png|720px|7.17 OMSR 4.png]]</div> <div class="image-green-border">&nbsp;</div>
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'''Recent Fulfillment Milestones''': Displays milestones for recently fulfilled obligations.
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<div class="image-green-border">[[File:7.17 OMSR 5.png|720px|7.17 OMSR 5.png]]</div>
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'''Fulfillment Explorer''': Displays a comprehensive view of fulfillments, their ownership and statuses.
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<div class="image-green-border">[[File:7.17 OMSR 6.png|720px|7.17 OMSR 6.png]]</div>
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'''SLA Tracking''': Displays SLAs for ongoing fulfillments to track various metrices.
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<div class="image-green-border">[[File:7.17 OMSR 7.png|720px|7.17 OMSR 7.png]]</div>
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'''Obligation Health by Contract Type''': Displays obligations and fulfillment distribution across agreement contract types.
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<div class="image-green-border">[[File:7.17 OMSR 8.png|720px|7.17 OMSR 8.png]]</div>
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'''Obligation Timeline''': Displays the timeline for all obligations and fulfillments.
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<div class="image-green-border">[[File:7.17 OMSR 9.png|720px|7.17 OMSR 9.png]]</div> <div class="image-green-border">&nbsp;</div>
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== Creating Custom Reports ==
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Users can now include fulfillment completion and obligation compliance data in reports to track and manage compliance.&nbsp;
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To create custom reports the following data set is used.&nbsp;
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=== The seeded Obligation Management Power BI Dataset now has&nbsp;&nbsp; ===
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 +
#Following measures for Agreements&nbsp;
 +
 
 +
{| border="1" cellpadding="1" cellspacing="1" style="width: 500px;"
 +
|-
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| style="width: 195px;" | '''Measure&nbsp;'''
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| style="width: 281px;" | '''Description'''
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|-
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| style="width: 195px;" | <span style="font-size:small;">Agreement Code</span>
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| style="width: 281px;" | <span style="font-size:small;">Unique Agreement ID</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Agreement Name&nbsp;&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Name of the Agreement&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Business Status&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Business Status&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Contract Type Name</span>
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| style="width: 281px;" | <span style="font-size:small;">Name of the contract type&nbsp;</span>
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|-
 +
| style="width: 195px;" | <span style="font-size:small;">Created By&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Name of the creator of the contract&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Created Date</span>
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| style="width: 281px;" | <span style="font-size:small;">Date on which contract was created&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Modified By</span>
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| style="width: 281px;" | <span style="font-size:small;">If the contract is modified, then name of the person who has modified the contract&nbsp;</span>
 +
|-
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| style="width: 195px;" | <span style="font-size:small;">Org Unit&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Organization Unit</span>
 +
|-
 +
| style="width: 195px;" | <span style="font-size:small;">Total No. Of Obligations</span>
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| style="width: 281px;" | <span style="font-size:small;">Total count of Obligations in all states&nbsp;</span>
 +
|-
 +
| style="width: 195px;" | <span style="font-size:small;">Total No. Of Approved Obligations&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total count of Obligations where Business Status = Approved state&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Total No. Of Held Obligations&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total count of Obligations where Business Status = On Hold&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Total No. Of Withdrawn Obligations&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total count of Obligations where Business Status = Withdrawn</span>&nbsp;
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|-
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| style="width: 195px;" | T<span style="font-size:small;">otal No. of Fulfillments&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total Count of Fulfillments (All states)&nbsp;</span>
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|-
 +
| style="width: 195px;" | <span style="font-size:small;">Total No. of Approved Fulfillments&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total count of Fulfillments where Business Status = “Approved”&nbsp;&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Total No. of Waiting for approval Fulfillments&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Total Count of Fulfillments where Business Status = “Waiting for Approval”&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Total Fulfilment Evidences&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Count of All Fulfillments where Fulfillment Evidence is present&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Average Obligation Compliance (%)&nbsp;&nbsp;</span>
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| style="width: 281px;" | <span style="font-size:small;">Average Percentage of compliance as on date with any given obligation of the contract&nbsp;</span>
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|-
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| style="width: 195px;" | <span style="font-size:small;">Average Fulfillment Completion (%)</span>
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| style="width: 281px;" | <span style="font-size:small;">Average percentage Completion of fulfillments that are liable to be fulfilled TILL DATE&nbsp;&nbsp;&nbsp;</span>
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|}
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 +
&nbsp;
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&nbsp;
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<div class="image-green-border">[[File:OM - 03 New Measures for Agreements.PNG|720px]]</div> <ol start="2" style="list-style-type: decimal;">
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<li>&nbsp;Following measures for Obligations&nbsp;</li>
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</ol>
 +
 
 +
{| aria-rowcount="66" border="1" data-tablelook="1184" data-tablestyle="MsoTableGrid" style="width: 505px;"
 +
|- aria-rowindex="1" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
'''<span style="font-size:small;">Measure&nbsp;</span>'''
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 +
| data-celllook="69905" role="columnheader" style="width: 244px;" |
 +
'''<span style="font-size:small;">Description&nbsp;</span>'''
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 +
|- aria-rowindex="2" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Holding Entity Section Name</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of the section which is holding an Entity</span>
 +
 
 +
|- aria-rowindex="3" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Holding Entity Parent Clause Name</span>
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 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of the Parent Clause which is holding an Entity&nbsp;</span>
 +
 
 +
|- aria-rowindex="4" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Holding Entity Sub-Clause Name&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of the Sub-Clause which is holding an Entity&nbsp;</span>
 +
 
 +
|- aria-rowindex="5" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Holding Entity ID&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Entity ID&nbsp;</span>
 +
 
 +
|- aria-rowindex="6" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Description&nbsp;</span>
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 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">A short description of the obligation&nbsp;</span>
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 +
|- aria-rowindex="7" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Holding Entity Name&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of Holding Entity&nbsp;</span>
 +
 
 +
|- aria-rowindex="8" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Name&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Obligation Name&nbsp;</span>
 +
 
 +
|- aria-rowindex="9" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Details&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Detailed description of the obligation, its objectives and execution instructions&nbsp;</span>
 +
 
 +
|- aria-rowindex="10" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Triggering Event&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Event or trigger that makes the obligation liable to be fulfilled. It is used to capture and identify any conditional obligations&nbsp;</span>
 +
 
 +
|- aria-rowindex="11" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Location&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Location&nbsp;</span>
 +
 
 +
|- aria-rowindex="12" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Multi-Party&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The flag to indicate if this obligation involves multiple parties&nbsp;</span>
 +
 
 +
|- aria-rowindex="13" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Group Name&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of Obligation Group&nbsp;</span>
 +
 
 +
|- aria-rowindex="14" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Primary type of obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="15" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Sub Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Sub-Type of Obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="16" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Party&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of the owning Party for the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="17" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Business Unit&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Business Unit name of the party that will own the obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="18" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Functional Team&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Functional Team within the Business Unit that will own the obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="19" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">User Role&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">User Role within the team that will own obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="20" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Additional User for Fulfillment&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">To identify any additional user with ownership of the obligation&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="21" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Additional Fulfillment Owner&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">To identify any additional user with Owner role for the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="22" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Additional Fulfillment Approver&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">To identify any additional user with Approver role for the obligation</span>
 +
 
 +
|- aria-rowindex="23" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Fulfillment Owner(s)&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The user/s who will own all fulfillments of the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="24" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Fulfillment Approver(s)&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The user/s who will approve all fulfillments of the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="25" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Tracking Label&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of the Tracking Label&nbsp;</span>
 +
 
 +
|- aria-rowindex="26" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Impact Due to Non-Fulfillment&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Level of business impact, if the obligation is not fulfilled&nbsp;</span>
 +
 
 +
|- aria-rowindex="27" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Financial Impact Due to Non-Fulfillment&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Any financial impact if the obligation is not fulfilled&nbsp;</span>
 +
 
 +
|- aria-rowindex="28" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Minimum Permitted Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The minimum measurement that is allowed for fulfillment to achieve&nbsp;</span>
 +
 
 +
|- aria-rowindex="29" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Performance Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">A guiding scale to identify if a measure is good vs. bad. For ex. Higher is Better.&nbsp;</span>
 +
 
 +
|- aria-rowindex="30" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Overdue Impact Label&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Name of Overdue Impact label&nbsp;</span>
 +
 
 +
|- aria-rowindex="31" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">KPI Category&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">KPI category to select the Metric for tracking obligation performance&nbsp;</span>
 +
 
 +
|- aria-rowindex="32" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Metric</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The Metric to track obligation performance&nbsp;</span>
 +
 
 +
|- aria-rowindex="33" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Unit of Measurement&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The unit of measure to track the aforementioned metric&nbsp;</span>
 +
 
 +
|- aria-rowindex="34" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Expected Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Expected measure for fulfillment of this obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="35" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Target Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The target planned to achieve with the fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="36" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Quantitative Assessment of Impact&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Quantify the amount at stake if obligation is unfulfilled&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="37" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Qualitative Assessment of Impact&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Business impact assessed in qualitative way due to unfulfilled obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="38" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Extended Due Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The system will treat a fulfillment as 'Overdue' after the Extended due date&nbsp;</span>
 +
 
 +
|- aria-rowindex="39" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Overdue Buffer Days&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Number of days that will be treated as buffer after Due date.&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="40" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Frequency Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Set this to 'Time-based' if the system should instantiate Fulfillments at set frequency. Set 'Manual' if the user should manually add Fulfillments to the obligation.&nbsp;</span>
 +
 
 +
|- aria-rowindex="41" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Frequency&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">The appropriate frequency interval at which the system should instantiate Fulfillments&nbsp;</span>
 +
 
 +
|- aria-rowindex="42" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Due Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Due date of the Obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="43" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">End Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">End date of the Obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="44" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Send Notifications&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if the notifications will be sent&nbsp;</span>
 +
 
 +
|- aria-rowindex="45" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Allow Auto Split&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if Auto Split option is enabled&nbsp;</span>
 +
 
 +
|- aria-rowindex="46" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Stay in Approved On Edit&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if the Obligation will remain in Approved state after editing&nbsp;</span>
 +
 
 +
|- aria-rowindex="47" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Hold Expiry Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Date by which Obligation will be “On Hold”&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="48" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Allow Inheritance&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if inheritance is enabled&nbsp;</span>
 +
 
 +
|- aria-rowindex="49" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Allow Cascade Action&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if Cascade Action is enabled&nbsp;</span>
 +
 
 +
|- aria-rowindex="50" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Allow Fulfillment Tracking&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Flag to indicate if fulfillment tracking is enabled&nbsp;</span>
 +
 
 +
|- aria-rowindex="51" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">File Path&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">File Path of the Obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="52" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Last Business Status&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Last Business Status&nbsp;</span>
 +
 
 +
|- aria-rowindex="53" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Main Obligation ID&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Main Obligation ID&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="54" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Inherited from ID&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Parent Obligation ID&nbsp;</span>
 +
 
 +
|- aria-rowindex="55" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Linked Discovered Obligation ID&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Linked Discovered Obligation ID&nbsp;</span>
 +
 
 +
|- aria-rowindex="56" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Agreement Code&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Agreement Code&nbsp;</span>
 +
 
 +
|- aria-rowindex="57" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Total No. Of Cancelled Fulfillments</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Count of fulfillments that are cancelled.&nbsp;</span>
 +
 
 +
|- aria-rowindex="58" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Total No. Of Approved Fulfillments&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Count of fulfillments that are approved.&nbsp;</span>
 +
 
 +
|- aria-rowindex="59" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Total No. Of Waiting For Approval Fulfillments&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Count of fulfillments that are waiting for approval.&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="60" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Tenure&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Obligation Tenure in terms of days.&nbsp;</span>
 +
 
 +
|- aria-rowindex="61" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Total No. Of Fulfillments Created&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Count of fulfillments that are created till date.&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="62" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Total No. of Overdue Fulfillments&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Count of overdue fulfillments.&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="63" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Lifetime Fulfillments for Obligation</span>
 +
 
 +
&nbsp;
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">&nbsp;Count of Obligation Tenure / Frequency&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="64" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Obligation Compliance (%)&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Percentage of compliance as on date with any given obligation of the contract&nbsp;</span>
 +
 
 +
|- aria-rowindex="65" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Fulfillment Completion (%)&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Completion of fulfillments that are liable to be fulfilled TILL DATE&nbsp;&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="66" role="row"
 +
| data-celllook="69905" role="rowheader" style="width: 235px;" |
 +
<span style="font-size:small;">Fulfillment Overdue (%)&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 244px;" |
 +
<span style="font-size:small;">Percentage of fulfillments that are overdue till date</span>&nbsp;
 +
 
 +
|}
 +
 
 +
[[File:OM - 04 New Measures for Obligations.PNG|720px]]
 +
<ol start="3">
 +
<li>The following measures for Fulfillments&nbsp;&nbsp;</li>
 +
</ol>
 +
 
 +
{| aria-rowcount="38" border="1" data-tablelook="1184" data-tablestyle="MsoTableGrid" style="width: 523px;"
 +
|- aria-rowindex="1" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
'''Measure&nbsp;'''
 +
 
 +
| data-celllook="69905" role="columnheader" style="width: 277px;" |
 +
'''Description&nbsp;'''
 +
 
 +
|- aria-rowindex="2" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Triggering Event&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The event or trigger that makes the obligation liable to be fulfilled. It is used to capture and identify any conditional obligations&nbsp;</span>
 +
 
 +
|- aria-rowindex="3" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Description&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">A short description of the obligation.&nbsp;</span>
 +
 
 +
|- aria-rowindex="4" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">End Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">End date of the fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="5" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Obligation Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Primary type of obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="6" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Obligation Sub-Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Sub- Type of Obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="7" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Business Unit&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Business Unit of the party that will own the obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="8" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Functional Team&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Functional Team within the Business Unit that will own the obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="9" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">User Role&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">User Role within the team that will own obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="10" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Overdue Buffer Days&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Number of days that will be treated as buffer after Due date.&nbsp;&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="11" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Agreement Code&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Unique Agreement ID&nbsp;</span>
 +
 
 +
|- aria-rowindex="12" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Name&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Obligation Name&nbsp;</span>
 +
 
 +
|- aria-rowindex="13" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Obligation Details&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">A detailed description of the obligation with its objectives and execution instructions&nbsp;</span>
 +
 
 +
|- aria-rowindex="14" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Party&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Owning party of the obligation fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="15" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Frequency Type&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Set this to 'Time-based' if the system should instantiate Fulfillments at set frequency. Set 'Manual' if the user should manually add Fulfillments to the obligation.&nbsp;</span>
 +
 
 +
|- aria-rowindex="16" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Frequency&nbsp;&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The appropriate frequency interval at which the system should instantiate Fulfillments&nbsp;</span>
 +
 
 +
|- aria-rowindex="17" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Fulfillment Evidence&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">File path of the fulfillment document&nbsp;</span>
 +
 
 +
|- aria-rowindex="18" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Extended Due Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Extended Due Date&nbsp;</span>
 +
 
 +
|- aria-rowindex="19" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Minimum Permitted Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The minimum measurement that is allowed for fulfillment to achieve&nbsp;</span>
 +
 
 +
|- aria-rowindex="20" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Additional Fulfillment Owner&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Select ‘Yes’ to identify any additional user with Owner role for the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="21" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Additional Fulfillment Approver&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Select ‘Yes’ to identify any additional user with Approver role for the obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="22" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Fulfillment Owner(s)&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The user/s who will own all fulfillments of this obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="23" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Fulfillment Approver(s)&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The user/s who will approve all fulfillments of this obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="24" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Due Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Fulfillment Due Date&nbsp;</span>
 +
 
 +
|- aria-rowindex="25" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Fulfillment Completed Date&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Fulfillment Completed Date&nbsp;</span>
 +
 
 +
|- aria-rowindex="26" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">KPI Category&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">To select the Metric for tracking obligation performance&nbsp;</span>
 +
 
 +
|- aria-rowindex="27" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Metric&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The Metric to track obligation performance&nbsp;</span>
 +
 
 +
|- aria-rowindex="28" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Unit of Measurement&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The unit of measure to track the aforementioned metric&nbsp;</span>
 +
 
 +
|- aria-rowindex="29" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Expected Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Expected Measure for fulfillment of this obligation&nbsp;</span>
 +
 
 +
|- aria-rowindex="30" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Target Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The target planned to achieve with the fulfillment&nbsp;</span>
 +
 
 +
|- aria-rowindex="31" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Actual Measure&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">The actual reading for as achieved for this fulfillment instance&nbsp;</span>
 +
 
 +
|- aria-rowindex="32" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Location&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Location&nbsp;&nbsp;</span>
 +
 
 +
|- aria-rowindex="33" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Multi Party&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Flag to indicate if the fulfillment is multi party&nbsp;</span>
 +
 
 +
|- aria-rowindex="34" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Last Business Status&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Last Business Status&nbsp;</span>
 +
 
 +
|- aria-rowindex="35" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Holding Entity Name&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Name of the Holding entity&nbsp;</span>
 +
 
 +
|- aria-rowindex="36" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Holding Entity ID&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">ID of the holding entity&nbsp;</span>
 +
 
 +
|- aria-rowindex="37" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Send Notifications&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Flag to indicate if the notifications will be sent&nbsp;</span>
 +
 
 +
|- aria-rowindex="38" role="row"
 +
| data-celllook="69905" role="rowheader" |
 +
<span style="font-size:small;">Fulfillment Age&nbsp;</span>
 +
 
 +
| data-celllook="69905" style="width: 277px;" |
 +
<span style="font-size:small;">Number of days since the fulfillment was created&nbsp;</span>
 +
 
 +
|}
 +
 
 +
'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Sourcing_Reports|Sourcing Reports]]&nbsp;

Latest revision as of 09:34, 2 September 2022


Obligation Management Reports

 

Obligations Dashboard and Obligation Management Health Reports

The Obligation Management reports address the need for specific reporting techniques so that business executives can track and monitor obligations and fulfillments.

These out-of-the box reports are available to authorized users who have access to the Obligation Management app without any need for customization.

The Obligation Management Reports include:

  • Obligations Dashboard Report: provides information of the Fulfillments due in the next 30 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.
  • OMH - Obligation Management Health Report: provides an overall view of the total Fulfillments across all agreements that are fulfilled.

Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Obligation Management can view the Obligation Management Dashboard Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular set of Agreements in ICI, for example, they would not see those in the Report even though they have the view privileges for Reports.

To view these reports:

  1. Click the Reports tile on the Dashboard. The Reports page opens.
OMR 4.PNG

2. Click the Obligation Management from the Default Reports drop-down or select the Obligation Management Dashboard report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.

OMR1.PNG

3. Click the Obligations Dashboard tile on the Reports page.

OMR 2.png
 
Obligation Mangament Dashboard
 
Obligation Management Reports 04.png
 
Obligation Management Health: 
 
Obligation Management Reports 06.png

The OMH% is calculated using the formula:

where,

Note: For OMH calculation, count of fulfillments with due date as 8 days prior to the current date is considered

4. The following graphs are displayed: 

  • Fulfillments due in next 30 days
  • Fulfillments Overdue by Owner
  • Click the Fulfillments due in the next 30 days (by agreements) graph. The following columns will be displayed:Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner
  • Click the Fulfillments Overdue by Owner graph. The following columns will be displayed: Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue
  • Click the OMH - Obligation Management Health tile on the Reports page.

5. The following columns will be displayed: Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH %

6. The health of the Fulfillments are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.

OMH = (D+E) / (Z) * 100

  • Z = Total Fulfillments = B+C+D+E
  • B = Total Fulfillments Overdue
  • C = Total Fulfillments Waiting for Approval
  • D = Total Fulfillments within Overdue Date
  • E = Total Fulfillments Approved after Overdue Date

Obligation Management Summary Report

The Obligation Management Summary is an out-of-the-box in addition to the OM reporting offerings in ICI, to support business performance monitoring by analyzing performance of obligations and tying them to business metrics.

The Obligation Management Summary Report displays the following tabs: Compliance Dashboard, Resource Assignment, Upcoming Milestones, Recent Milestones, Fulfillment Explorer, SLA Tracking, Health by Contract Types and Timeline.

The insights displayed through each tab will help businesses drive their contract governance meetings. Collectively they can be a key device to track the performance of business KPIs vis-a-vis the planned inputs. Revenue leakage and other such risks can effectively be measured and mitigated by implementing obligation management strategies through the OM App.

The report additionally helps businesses quantify the consumption of Obligation Management across their ICI implementation to further baseline and optimize its enterprise-wide adoption.

The out-of-the-box OM report will be available in the Reports section under “Default Reports > Obligation Management” section. It can be accessed from the Dashboard option under the OM App navigation tile as well.

Similar to other reports, this OM Report can be configured via Security Groups for users to have View and None accesses.

Note: The reports are available in read-only mode. For customizing the reports, users need access to Advanced Analytics. 

The following tabs are displayed in the Obligation Management Summary report:

  • Compliance Dashboard
  • Resource Assignment
  • Upcoming Milestones
  • Recent Milestones
  • Fulfillment Explorer
  • SLA Tracking
  • Health by Contract Types
  • Timeline

Each tab can be filtered based on the following parameters:

7.17 OMSR 1.png

Compliance Dashboard: Displays an overview of obligations and fulfillments by Business Status such as Approved, Cancelled, Overdue and so on. The view can be filtered by each status to derive further business insights.

7.17 OMSR 2.png

Resource Assignment: Displays status of fulfillments for different business roles.

7.17 OMSR 3.png

Upcoming Fulfillment Milestones: Displays upcoming important timelines for ongoing obligations and fulfillments.

7.17 OMSR 4.png
 

Recent Fulfillment Milestones: Displays milestones for recently fulfilled obligations.

7.17 OMSR 5.png

Fulfillment Explorer: Displays a comprehensive view of fulfillments, their ownership and statuses.

7.17 OMSR 6.png

SLA Tracking: Displays SLAs for ongoing fulfillments to track various metrices.

7.17 OMSR 7.png

Obligation Health by Contract Type: Displays obligations and fulfillment distribution across agreement contract types.

7.17 OMSR 8.png

Obligation Timeline: Displays the timeline for all obligations and fulfillments.

7.17 OMSR 9.png
 

Creating Custom Reports

Users can now include fulfillment completion and obligation compliance data in reports to track and manage compliance. 

To create custom reports the following data set is used. 

The seeded Obligation Management Power BI Dataset now has  

  1. Following measures for Agreements 
Measure  Description
Agreement Code Unique Agreement ID
Agreement Name   Name of the Agreement 
Business Status  Business Status 
Contract Type Name Name of the contract type 
Created By  Name of the creator of the contract 
Created Date Date on which contract was created 
Modified By If the contract is modified, then name of the person who has modified the contract 
Org Unit  Organization Unit
Total No. Of Obligations Total count of Obligations in all states 
Total No. Of Approved Obligations  Total count of Obligations where Business Status = Approved state 
Total No. Of Held Obligations  Total count of Obligations where Business Status = On Hold 
Total No. Of Withdrawn Obligations  Total count of Obligations where Business Status = Withdrawn 
Total No. of Fulfillments  Total Count of Fulfillments (All states) 
Total No. of Approved Fulfillments  Total count of Fulfillments where Business Status = “Approved”  
Total No. of Waiting for approval Fulfillments  Total Count of Fulfillments where Business Status = “Waiting for Approval” 
Total Fulfilment Evidences  Count of All Fulfillments where Fulfillment Evidence is present 
Average Obligation Compliance (%)   Average Percentage of compliance as on date with any given obligation of the contract 
Average Fulfillment Completion (%) Average percentage Completion of fulfillments that are liable to be fulfilled TILL DATE   

 

 

OM - 03 New Measures for Agreements.PNG
  1.  Following measures for Obligations 

Measure 

Description 

Holding Entity Section Name

Name of the section which is holding an Entity

Holding Entity Parent Clause Name

Name of the Parent Clause which is holding an Entity 

Holding Entity Sub-Clause Name 

Name of the Sub-Clause which is holding an Entity 

Holding Entity ID 

Entity ID 

Description 

A short description of the obligation 

Holding Entity Name 

Name of Holding Entity 

Name  

Obligation Name 

Obligation Details 

Detailed description of the obligation, its objectives and execution instructions 

Triggering Event 

Event or trigger that makes the obligation liable to be fulfilled. It is used to capture and identify any conditional obligations 

Location 

Location 

Multi-Party 

The flag to indicate if this obligation involves multiple parties 

Obligation Group Name 

Name of Obligation Group 

Obligation Type 

Primary type of obligation 

Obligation Sub Type 

Sub-Type of Obligation 

Party 

Name of the owning Party for the obligation 

Business Unit 

Business Unit name of the party that will own the obligation fulfillment 

Functional Team 

Functional Team within the Business Unit that will own the obligation fulfillment 

User Role 

User Role within the team that will own obligation fulfillment 

Additional User for Fulfillment 

To identify any additional user with ownership of the obligation  

Additional Fulfillment Owner 

To identify any additional user with Owner role for the obligation 

Additional Fulfillment Approver 

To identify any additional user with Approver role for the obligation

Fulfillment Owner(s) 

The user/s who will own all fulfillments of the obligation 

Fulfillment Approver(s) 

The user/s who will approve all fulfillments of the obligation 

Tracking Label 

Name of the Tracking Label 

Impact Due to Non-Fulfillment 

Level of business impact, if the obligation is not fulfilled 

Financial Impact Due to Non-Fulfillment 

Any financial impact if the obligation is not fulfilled 

Minimum Permitted Measure 

The minimum measurement that is allowed for fulfillment to achieve 

Performance Type 

A guiding scale to identify if a measure is good vs. bad. For ex. Higher is Better. 

Overdue Impact Label 

Name of Overdue Impact label 

KPI Category 

KPI category to select the Metric for tracking obligation performance 

Metric

The Metric to track obligation performance 

Unit of Measurement 

The unit of measure to track the aforementioned metric 

Expected Measure 

Expected measure for fulfillment of this obligation 

Target Measure 

The target planned to achieve with the fulfillment 

Quantitative Assessment of Impact 

Quantify the amount at stake if obligation is unfulfilled  

Qualitative Assessment of Impact 

Business impact assessed in qualitative way due to unfulfilled obligation 

Extended Due Date 

The system will treat a fulfillment as 'Overdue' after the Extended due date 

Overdue Buffer Days 

Number of days that will be treated as buffer after Due date.  

Frequency Type 

Set this to 'Time-based' if the system should instantiate Fulfillments at set frequency. Set 'Manual' if the user should manually add Fulfillments to the obligation. 

Frequency  

The appropriate frequency interval at which the system should instantiate Fulfillments 

Due Date 

Due date of the Obligation 

End Date 

End date of the Obligation 

Send Notifications  

Flag to indicate if the notifications will be sent 

Allow Auto Split 

Flag to indicate if Auto Split option is enabled 

Stay in Approved On Edit 

Flag to indicate if the Obligation will remain in Approved state after editing 

Hold Expiry Date 

Date by which Obligation will be “On Hold”  

Allow Inheritance 

Flag to indicate if inheritance is enabled 

Allow Cascade Action 

Flag to indicate if Cascade Action is enabled 

Allow Fulfillment Tracking 

Flag to indicate if fulfillment tracking is enabled 

File Path 

File Path of the Obligation 

Last Business Status 

Last Business Status 

Main Obligation ID 

Main Obligation ID  

Inherited from ID 

Parent Obligation ID 

Linked Discovered Obligation ID 

Linked Discovered Obligation ID 

Agreement Code 

Agreement Code 

Total No. Of Cancelled Fulfillments

Count of fulfillments that are cancelled. 

Total No. Of Approved Fulfillments 

Count of fulfillments that are approved. 

Total No. Of Waiting For Approval Fulfillments  

Count of fulfillments that are waiting for approval.  

Obligation Tenure  

Obligation Tenure in terms of days. 

Total No. Of Fulfillments Created  

Count of fulfillments that are created till date.  

Total No. of Overdue Fulfillments  

Count of overdue fulfillments.  

Lifetime Fulfillments for Obligation

 

 Count of Obligation Tenure / Frequency  

Obligation Compliance (%)  

Percentage of compliance as on date with any given obligation of the contract 

Fulfillment Completion (%)  

Completion of fulfillments that are liable to be fulfilled TILL DATE   

Fulfillment Overdue (%)  

Percentage of fulfillments that are overdue till date 

OM - 04 New Measures for Obligations.PNG

  1. The following measures for Fulfillments  

Measure 

Description 

Triggering Event 

The event or trigger that makes the obligation liable to be fulfilled. It is used to capture and identify any conditional obligations 

Description 

A short description of the obligation. 

End Date 

End date of the fulfillment 

Obligation Type 

Primary type of obligation 

Obligation Sub-Type 

Sub- Type of Obligation 

Business Unit 

Business Unit of the party that will own the obligation fulfillment 

Functional Team 

Functional Team within the Business Unit that will own the obligation fulfillment 

User Role 

User Role within the team that will own obligation fulfillment 

Overdue Buffer Days 

Number of days that will be treated as buffer after Due date.   

Agreement Code 

Unique Agreement ID 

Name 

Obligation Name 

Obligation Details 

A detailed description of the obligation with its objectives and execution instructions 

Party 

Owning party of the obligation fulfillment 

Frequency Type 

Set this to 'Time-based' if the system should instantiate Fulfillments at set frequency. Set 'Manual' if the user should manually add Fulfillments to the obligation. 

Frequency  

The appropriate frequency interval at which the system should instantiate Fulfillments 

Fulfillment Evidence 

File path of the fulfillment document 

Extended Due Date 

Extended Due Date 

Minimum Permitted Measure 

The minimum measurement that is allowed for fulfillment to achieve 

Additional Fulfillment Owner 

Select ‘Yes’ to identify any additional user with Owner role for the obligation 

Additional Fulfillment Approver 

Select ‘Yes’ to identify any additional user with Approver role for the obligation 

Fulfillment Owner(s) 

The user/s who will own all fulfillments of this obligation 

Fulfillment Approver(s) 

The user/s who will approve all fulfillments of this obligation 

Due Date 

Fulfillment Due Date 

Fulfillment Completed Date 

Fulfillment Completed Date 

KPI Category 

To select the Metric for tracking obligation performance 

Metric 

The Metric to track obligation performance 

Unit of Measurement 

The unit of measure to track the aforementioned metric 

Expected Measure 

Expected Measure for fulfillment of this obligation 

Target Measure 

The target planned to achieve with the fulfillment 

Actual Measure 

The actual reading for as achieved for this fulfillment instance 

Location 

Location  

Multi Party 

Flag to indicate if the fulfillment is multi party 

Last Business Status 

Last Business Status 

Holding Entity Name 

Name of the Holding entity 

Holding Entity ID 

ID of the holding entity 

Send Notifications 

Flag to indicate if the notifications will be sent 

Fulfillment Age 

Number of days since the fulfillment was created 

Related Topics: Overview of Reports | Agreement Details Page | Legal and Compliance Reports | Admin Reports | Workflow Reports | Sourcing Reports