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= Obligation AI =
 
= Obligation AI =
  
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The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables discovery of Obligation from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations library and automatically extracting key metadata from the discovered Obligations. This feature is available in ICM through a technical configuration.With this release, two types of visualizations are available:
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== What is Obligation AI? ==
  
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To view the Obligations in an Agreement: 
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The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables discovery of Obligation from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations library and automatically extracting key metadata from the discovered Obligations.
  
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#'''Click''' the ''Obligation Discovery'' tab on the ''Agreement Details'' page. All the Obligations that AI has discovered from the Agreement document are highlighted.
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== Configuring Obligation AI ==
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#The following actions can be taken on selected Obligation:
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#*'''Click '''the Confirm to confirm the Obligation.
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#*'''Click''' Review Later if you are unsure and want to review the Obligation later.
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#*'''Click''' Metadata to view all the discovered metadata. The number (for example, 10.10) indicates the number of Attributes that are discovered such as ''Email, Numbers, Date and Time'', and so on. 
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#*'''Click''' Ignore to ignore the Obligation.
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#*'''Click '''Parent Clause to see the parent Clause that the Obligation is linked to. 
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To configure Obligation Discovery:
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1. Click “Agreements” tile, the Agreement index page opens.
  
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#'''Click''' the ''Create Agreement'' tile on the Agreement Management Index page.  
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2. Click “Create” button, the create agreement page opens.
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#'''Select '''the ''Category, Contract Type Name and Third Party Type of Paper''.  
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<div class="image-green-border">[[File:8.2 AI-O 1.png|720px]]</div>
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#'''Click '''''Next.'' The Attributes page opens.  
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3.&nbsp;&nbsp;&nbsp; &nbsp;'''Select&nbsp;'''the&nbsp;“Category”, “Contract Type Name”&nbsp;and the “Type of Paper”, click “Next”. The attributes page opens.
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#'''Select '''''Discovery AI'' from the ''Clause Discovery Type'' drop-down.  
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<div class="image-green-border">[[File:8.2 AI-O 2.png|720px]]</div>
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#'''Select '''''Yes'' to enable the ''AI Obligation Discovery Enabled Attribute'' (Boolean type).  
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4.&nbsp;&nbsp;&nbsp; Select “DiscoverAI Standard” from the “AI Model” dropdown, click “Next”.
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#'''Click'''''Next''.  
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<div class="image-green-border">[[File:8.2 AI-O 3.png|720px]]</div>
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#'''Click '''''Create and Publish. ''It may take some time to discover the Clauses, Obligations, etc.  
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5.&nbsp;&nbsp;&nbsp; Select the required template, click “Next”. The verification page will open.
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#'''Click '''the ''Clause Discovery'' tab on the ''Agreement Details'' page to see the number of Obligations that a Clause has which is indicated by the yellow icon next to the Clause. Click the icon to view the Obligation that is under the respective Clause.  
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<div class="image-green-border">[[File:8.2 AI-O 4.png|720px]]</div>
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#'''Click '''the ''Obligation Discovery'' tab on the ''Agreement Details'' page. All the Obligations that AI has discovered from the Agreement document are highlighted. The Matched Library Obligations are visible on the right hand side. The top 5 matching options and the relevance are displayed.  
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6.&nbsp;&nbsp;&nbsp; Verify all the details and click “Create and Publish”.
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#'''Click '''''Confirm ''to confirm the Obligation.  
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<div class="image-green-border">[[File:8.2 AI-O 5.png|720px]]</div>
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#'''Click '''''Finish ''to complete the discovery and continue with the workflow as expected.  
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=== &nbsp; ===
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#'''Click '''''Export Obligation Data ''to export the Obligation information to an Excel file.
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== Using Obligation AI ==
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7.&nbsp; Navigate to “Agreement Details” page of the required agreement from the agreements index page, by clicking the eye icon present inline with the agreement name. The agreement details page opens.
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<div class="image-green-border">[[File:8.2 AI-O 6.png|720px]]</div>
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8.&nbsp;&nbsp;&nbsp; In the left navigation, click “Discover” under “Obligations”.
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<div class="image-green-border">[[File:8.2 AI-O 7.png|300px]]</div>
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9.&nbsp;&nbsp;&nbsp; All the AI discovered obligation will be displayed. To review the discovered obligations, click on three dots present inside each obligation box. The “Review Obligation” drawer opens.
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<div class="image-green-border">[[File:8.2 AI-O 8.png|720px]]</div>
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10.&nbsp; The review obligation drawer displays the obligations from the same category and sub-category as a reference while reviewing. These obligations are part of either “Obligation Library” or the approved obligations from the related agreements.
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<div class="image-green-border">[[File:8.2 AI-O 9.png|720px]]</div>
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'''Note:''' If user selects the “Related Agreements” to display approved obligations with same category and sub-category as a reference, user can define the linkage type for the related agreements from the “Linkage Type” dropdown.
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<div class="image-green-border">[[File:8.2 AI-O 10.png|720px]]</div>
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11. Once the review is completed user can choose to “Confirm”, “Ignore” or “Review Later” the displayed obligation.
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'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp; |&nbsp;[[Contract_Digitalization|Contract Digitalization]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Visualize_AI|VisualizeAI]]&nbsp;|&nbsp;[[Obligation_Management|Obligation Management]]

Latest revision as of 13:03, 2 September 2022

Obligation AI

What is Obligation AI?

The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables discovery of Obligation from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations library and automatically extracting key metadata from the discovered Obligations.

Configuring Obligation AI

1. Click “Agreements” tile, the Agreement index page opens.

2. Click “Create” button, the create agreement page opens.

8.2 AI-O 1.png

3.     Select the “Category”, “Contract Type Name” and the “Type of Paper”, click “Next”. The attributes page opens.

8.2 AI-O 2.png

4.    Select “DiscoverAI Standard” from the “AI Model” dropdown, click “Next”.

8.2 AI-O 3.png

5.    Select the required template, click “Next”. The verification page will open.

8.2 AI-O 4.png

6.    Verify all the details and click “Create and Publish”.

8.2 AI-O 5.png

 

Using Obligation AI

7.  Navigate to “Agreement Details” page of the required agreement from the agreements index page, by clicking the eye icon present inline with the agreement name. The agreement details page opens.

8.2 AI-O 6.png

8.    In the left navigation, click “Discover” under “Obligations”.

8.2 AI-O 7.png

9.    All the AI discovered obligation will be displayed. To review the discovered obligations, click on three dots present inside each obligation box. The “Review Obligation” drawer opens.

8.2 AI-O 8.png

10.  The review obligation drawer displays the obligations from the same category and sub-category as a reference while reviewing. These obligations are part of either “Obligation Library” or the approved obligations from the related agreements.

8.2 AI-O 9.png

Note: If user selects the “Related Agreements” to display approved obligations with same category and sub-category as a reference, user can define the linkage type for the related agreements from the “Linkage Type” dropdown.

8.2 AI-O 10.png

11. Once the review is completed user can choose to “Confirm”, “Ignore” or “Review Later” the displayed obligation.

Related Topics: Create Agreement | Managing US Federal Contracts using ICI  | Contract Digitalization | DiscoverAI | NegotiateAI | VisualizeAI | Obligation Management

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