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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 ''Obligations ''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:7.10 Obligation Discovery 1.png|720px|7.10 Obligation Discovery 1.png]]</div>
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2. The following actions can be taken on selected Obligation:
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*'''Click '''''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 the''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&nbsp;'''the&nbsp;''Clauses ''tab on the&nbsp;agreement&nbsp;''Details''&nbsp;page to see the obligations that a clause has, which is indicated by the yellow icon next to the clause. '''Click''' the icon to view the obligations.
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<div class="image-green-border">[[File:7.10 Obligation Discovery 3.PNG|720px|7.10 Obligation Discovery 3.PNG]]</div>
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9.&nbsp;'''Click&nbsp;'''the&nbsp;''Obligations ''tab on the&nbsp;agreement&nbsp;''Details''&nbsp;page. All the obligations that AI has discovered from the agreement document are highlighted. Click the ''Review ''link to view the Matched Library Obligations.
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<div class="image-green-border">[[File:7.10 Obligation Discovery 4.PNG|720px|7.10 Obligation Discovery 4.PNG]]</div>
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10. '''Click&nbsp;'''''Confirm, Ignore or Review Later ''to take actions on the obligation.
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<div class="image-green-border">[[File:7.10 Obligation Discovery 5.png|720px|7.10 Obligation Discovery 5.png]]</div>
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11. '''Click '''''Finish ''to complete the review 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&nbsp;''Cancel'' as required.&nbsp;The obligations are marked as ''Review Completed.''
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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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== ML&nbsp;based Obligation Discovery ==
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Often business is interested in finding certain type of Obligations only. Our ML based obligation discovery finds all the obligations available in the document. In this release, we have enhances Obligation AI to discover only the specific obligations from the Agreement document.
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One of the most important aspects of ML algorithms is having the ability to learn from the users actions. In this release, we have enhanced the Obligation AI to immediately learn from user actions.
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With this release, the user can:
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*Choose the type of obligation discovery method to be run for a contract i.e. from a ML based generic discovery model or from a predefined set of obligation templates
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*Self-train from the ML obligation discovery ML model 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'''&nbsp;''Own ''or&nbsp;''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,&nbsp;'''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''.
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6. '''Click '''''Create. ''The ''Obligations ''tab will be displayed on the ''agreement Details'' page.
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<div class="image-green-border">[[File:7.10 Obligation Discovery 6.PNG|720px|7.10 Obligation Discovery 6.PNG]]</div>
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7.&nbsp;'''View''' the discovered obligations in the ''Discovered Obligations ''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'''&nbsp;the ''Review'' link to take actions on the discovered obligations.
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'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICM]]&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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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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