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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.
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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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1. '''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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<div class="image-green-border">[[File:Merge Obligation 1.png|720px|Merge Obligation 1]]</div>
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2. The following actions can be taken on selected Obligation:
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*'''Click '''the Confirm to confirm the Obligation.
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1.&nbsp;Click “Agreements” tile, the Agreement index page opens.
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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.&nbsp;  
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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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2. Click “Create” button, the create agreement page opens.
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<div class="image-green-border">[[File:8.2 AI-O 1.png|720px]]</div>
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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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<div class="image-green-border">[[File:8.2 AI-O 2.png|720px]]</div>
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4.&nbsp;&nbsp;&nbsp; Select “DiscoverAI Standard” from the “AI Model” dropdown, click “Next”.
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<div class="image-green-border">[[File:8.2 AI-O 3.png|720px]]</div>
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5.&nbsp;&nbsp;&nbsp; Select the required template, click “Next”. The verification page will open.
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<div class="image-green-border">[[File:8.2 AI-O 4.png|720px]]</div>
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6.&nbsp;&nbsp;&nbsp; Verify all the details and click “Create and Publish”.
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<div class="image-green-border">[[File:8.2 AI-O 5.png|720px]]</div>
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=== &nbsp; ===
  
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1. '''Click''' the ''Create Agreement'' tile on the Agreement Management Index page.
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== Using Obligation AI ==
  
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2. '''Select '''the ''Category, Contract Type Name and Third Party Type of Paper''.
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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:Merge Obligation 2.png|720px|Merge Obligation 2]]</div>  
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<div class="image-green-border">[[File:8.2 AI-O 6.png|720px]]</div>
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3. '''Click '''''Next.'' The Attributes page opens.
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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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4. '''Select '''''Discovery AI'' from the ''Clause Discovery Type'' drop-down.
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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]]
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5. '''Toggle&nbsp;'''the ''AI Obligation Discovery Enabled ''Attribute (Boolean type) to ''Yes''.
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<div class="image-green-border">[[File:Merge Obligation 3.png|720px|Merge Obligation 3]]</div>
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6. '''Click&nbsp;'''''Next''.
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<div class="image-green-border">[[File:Merge Obligation 4.png|720px|Merge Obligation 4]]</div>
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7. '''Click '''''Create and Publish. ''It may take some time to discover the Clauses, Obligations, etc.
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<div class="image-green-border">[[File:Merge Obligation 5.png|720px|Merge Obligation 5]]</div>
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8. '''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:Merge Obligation 6.png|720px|Merge Obligation 6]]</div>
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9. '''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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<div class="image-green-border">[[File:Merge Obligation 7.png|720px|Merge Obligation 7]]</div>
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10. '''Click '''''Confirm ''to confirm the Obligation.
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11. '''Click '''''Finish ''to complete the discovery and continue with the workflow as expected.&nbsp;The ''Obligation Save Confirmation'' window opens.
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12. '''Click '''''Mark Confirmed, Mark Ignored ''or''Cancel'' as required.
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<div class="image-green-border">[[File:Merge Obligation 8.png|720px|Merge Obligation 8]]</div>
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13. '''Click '''''Export Obligation Data ''to export the Obligation information to an Excel file.
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<div class="image-green-border">[[File:Merge Obligation 9.png|720px|Merge Obligation 9]]</div>
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== Support for Template based discovered Obligations ==
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With the 7.9&nbsp;release, in addition to the ML based discovery obligations, support for Template based ones are also supported. The user can:
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*Choose the type of discovered obligations to be run for a contract i.e. from a ML based training model or from a predefined set of Templates.
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*Self-train/learn from the ML model internally based on the actions taken by the user on the discovered obligations and display a higher confidence the next time similar obligations are discovered.
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To discover Obligations:
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1. On the ''Create Agreement'' page, '''enter''' the ''Contract Type Name''.
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2. '''Select''' ''Third Party'' Type Of Paper.
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3. '''Click''' ''Next.''
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<div class="image-green-border">[[File:7.9 Obligation AI 1.PNG|720px|.9 Obligation AI 1]]</div>
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4. On the ''Attributes'' page,'''enter''' the Attribute details and '''select''' ''ML based'' from the ''Obligation Discovery Type'' drop-down.
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<div class="image-green-border">[[File:7.9 Obligation AI 2.PNG|720px|.9 Obligation AI 2]]</div>
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5. '''Click''' ''Next''. The ''Obligation Discovery ''tab will be displayed on the ''Agreement Details'' page.
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6. '''Click '''''Create. ''The ''Obligation Discovery ''tab will be displayed on the ''Agreement Details'' page.
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<div class="image-green-border">[[File:7.9 Obligation AI 3.png|720px|7.9 Obligation AI 3]]</div>
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7.&nbsp;'''View''' the discovered obligations in the ''Discovered Obligations Mapped'' section.
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8. '''Open '''the MS Excel sheet with the Obligation Template.
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<div class="image-green-border">[[File:7.9 Obligation AI 4.png|720px|7.9 Obligation AI 4]]</div>
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9. '''Select''' the Agreement on the ''Agreement Management'' page.
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<div class="image-green-border">[[File:7.9 Obligation AI 5.png|720px|7.9 Obligation AI 5]]</div>
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10. '''Click''' ''Confirm'' to confirm the discovered obligations or review them later.
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<div class="image-green-border">[[File:7.9 Obligation AI 6.png|720px|7.9 Obligation AI 6]]</div>
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'''Related Topics:'''&nbsp;[[AIML|AIML]] | [[Negotiate_AI|Negotiate AI]] | [[Visualize_AI|Visualize AI]] |&nbsp;
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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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