Latest revision as of 19:47, 4 September 2022

ICI Obligation Management

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

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

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

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

Identify the contractual obligations from different ICI signed contracts
Create fulfillments from the identified contractual obligation
Review obligations and related fulfillments
Inherit contractual obligations from one contract to another
Assign appropriate users assigned to your obligation and fulfillments
Drive obligation and its related fulfillments to completion and giving you workflow controls (hold, withdraw, and cancel)
Monitor your obligations and its business impact

Purpose of the Document

The purpose of this document is to:

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

The Prerequisites

The user must have:

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

Overview

In ever-changing business scenarios, the relevance of Enterprise Contract Management (ECM) to handle global contracts has grown manifold. Contracts establish a working model for a business to reach a future desired state - It defines the rules of business interaction and how business outcomes will be achieved. However, until business parties live up to the plan, those outcomes are not ensured.

Therefore, tracking obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course.

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

The ICI Obligation Management application built and designed along with the line of Icertis Contract Intelligence (ICI) platform provides out-of-the-box Obligation and Fulfillment objects and their workflow. Like everything on ICI, the app is highly configurable and extendible to suit customer requirements.

The Challenge

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

A major impediment to tracking obligation fulfillment is the enterprise-wide nature of obligations themselves. In the real world, one department may create a contract, but the onus to fulfill contractual obligations is usually on another department. This is a common scenario with manufacturers of complex products, like airplanes, automobiles, drugs, etc. The sales team at the airplane manufacturer accommodates an airline’s requirements in the contract to close the deal, but it is up to the sourcing department to buy the goods and services needed to meet those requirements, and maybe the customer services department to fulfill the warranty related commitments. Hence, the typical contract management process leaves obligations siloed within departments, hindering visibility, tracking, and ultimately performance.

Conventional view of Enterprise Contract Management where obligations are viewed and managed in business silos

Even at organizations where contracts are centrally managed, obligation fulfillment may still be fragmented across the organization. It is estimated that at large organizations, 2% of revenue is lost due to missed obligations. Some key concerns for the CxO or senior leadership include: Are we fulfilling all our obligations? Are we defaulting on any business/regulatory or statutory obligations?

These questions are impossible to answer if obligations are not centrally managed and are not linked to various contracts that the organization has signed.

A McKinsey & Company study estimates leakage due to unfulfilled obligations at 2% in large enterprises. For an enterprise with $2 billion in annual spend, that adds up to $40 million a year. The identification and extraction of obligation is currently a human-vetted process, which is typically driven by the legal team and prone to human errors.

Some of the key challenges faced by companies dealing with contractual obligations are:

A lack of insight and visibility into contractual obligations
Failure to discover obligations
Missing an obligation that can lead to a costly litigation
Unfulfilling obligations that can strain business relationships and cause reputational damage
No defined workflow for completion of obligations and commitments
No clear ownership of responsibilities
Failure to gauge the implications of missed obligations

A new approach is an obligation centered on contract management. This approach extracts obligations from the ultimate source of truth that contracts are and centralizes them to improve visibility and performance.

An obligation centered view to manage enterprise wide obligations

The Solution Framework

The ICI Obligation Management app, built on top of the ICI platform enables companies to execute this vision to drive compliance at enterprise scale, thereby building and protecting brand trust, improving business outcomes and most importantly ensuring that the business is always compliant.

The app provides an integrated environment that identifies and extracts existing obligations, risks, commitments from different ICI signed contracts to make them manageable, trackable, inheritable and contract-centric compliant.

The flexible architecture and configurable design of the platform allow users to configure and run a variety of obligations to their logical fulfillment. Given that the Obligation Management app is built on ICI Platform, implementations can easily configure dashboards and reports to have all-up views on overdue obligations.

The Capabilities

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

Automatic Obligation Discovery
- Automatically discover, extract, and setup obligations from any contract, through the power of artificial intelligence.
Flexible Setup & Creation of Obligations
- Create manual or time-based fulfillments from identified obligations such that the system triggers fulfillments at appropriate times to enforce compliance.
- Automatically create obligations using the Obligation Library.

Rule-based Obligation Ownership
- Assign obligations to both internal and external users and automatically handle reassignments due to transfers, departures, etc.

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

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

Sophisticated Reporting & Analytics
- Track and monitor overdue fulfillments.
- Measure risk and compliance to deliver rolled-up insights across the enterprise.
- Ability to slice and dice operational data on obligation compliance using Advanced Analytics (PowerBI).

The Examples

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

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

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

Example 1: Non-SLA Obligations

Example 2: SLA Obligations

Example 3: Deliverables

Example 4: Milestones

Example 5: Weekly SLA reports to track business/delivery performance.

Example 6: Background validation for resources working on the account.

For any typical Customer Offshore Development (ODC) scenario in a IT Services, the company has an obligation to ensure any resources working in this ODC/Customer Account shall go through background verification. This might be an obligation enshrined in the MSA or any of the ongoing SOW Agreements. The following are some of the scenarios:

This is an ongoing obligation until the duration of the customer’s contract. The Obligation owner may choose to fulfill the obligation in a time-based fashion say at monthly frequency

This is an ongoing obligation until the duration of the customer’s contract. The Obligation Owner may choose to fulfill the obligation in a time-based fashion, (such as monthly frequency).
The Obligation Owner OR Accountable Person(s) for this obligation is the SOW Owner (typically, Project/Delivery Manager).
The Fulfillment associated to this agreement would be owned by another function (such as HR). But, the Obligation Owner will certify of the Fulfillment is met or not.
The Fulfillment’s owners (HR in this example) will upload the Fulfillment Evidence in the form of a file or a zip which is approved by the Obligation Owner.

Example 7: Share Audit reports within XX days of notice.

The obligation in this example is on the Company to furnish the Audit reports to the Customer within a stipulated time (10 business days) when asked. This is not a time-based obligation, but will be manually accepted upon the event when the Customer asks for it. The Audit report can be submitted.

The Benefits

The key benefits of using the ICI Obligation Management app include:

Significantly reduced risks by complying with all obligations - identify and execute any implicit or explicit promises, duties and accountabilities.
Reduced costs and contract turnaround time by automating the obligation lifecycle.
Improved customer and supplier relationships.
Better outcomes in contract negotiations, renewals and other business decisions.
Improved customer-supplier relationships with ongoing engagement for managing obligations.
Advanced recovery of financial compensation for unfulfilled counterparty obligations.
Inherited obligation from the parent (MSA) to the child (SOW) to enforce compliance.
Cascaded obligation changes from the parent (MSA) to the child (SOW) to enforce compliance.
Intelligent management of contract performance with obligation performance tracking KPIs.

ObligationAI, Obligation Management and Commitments

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

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

Note: It is recommended to use the Obligation Management app instead of Commitments considering these limitations.

The Obligation Management Process

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

Example 1: Post Agreement Execution

The focus during this scenario is to ensure that the right set of obligations are discovered (either manually or with Obligation AI discovery) and thereafter managed through the complete lifecycle. In this scenario since the agreement is executed, the obligations are also agreed upon, hence the focus here is to ensure they are tracked through the Contract’s lifetime.

We can see the post-agreement execution phases for obligation discovery & management. We also call out the typical user roles that are involved in the process.

Example 2: During Agreement Negotiation

The focus during this phase is to use Obligations to assist the Agreement negotiation phase. When the Agreement edits, the Agreement Team would like to analyze the impact of change with respect to the obligations entailed.

This depicts the Obligation discovery & triage along with the agreement negotiate phase

Note: You need to configure ObligationAI such that Obligations are discovered upon every edit/new version of the agreement to be able to see the impact on obligations.

The Obligation Management Workflow

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

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

Once identified the Agreement Owners, typically the Primary/Secondary Owner on the Team will accept and approve the Obligations. Only after Obligation is approved, the obligations lifecycle begins.
For approved Obligations, Fulfillment instances are spawned at the configured frequencies. It is also highlighted that the Fulfillments owner is different than the Obligations Owner.
Fulfillment’s team is responsible for submitting the fulfillment evidence and send it for approval to the Obligation owner.
If the Fulfillment is not approved before the due date, the fulfillment turns to overdue.

Working with Obligations

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

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

The OM app is using the construct of the “Association of Association”. The obligation is an association to your Agreement. And Fulfillment is an association to the Obligation.

Depicts the new entities introduced for ICI Obligation Management App

Note: After you install the ICI Obligation Management App, you will be required to edit the configuration for the new entities (Obligation & Fulfillment) to suite your implementation requirements. In the following section we call out the recommended configuration (wherever applicable) to help you with Obligation Management implementation.

The Out-of-the-Box Entity

The “ICMOMAppObligation” entity is used to model Obligations. It uses the “Associated Documents Contract Type” and can be used to associate with the required agreements. The following sections will cover the out-of-the-box configuration, functional behavior as well as the recommended configuration for implementation teams.

Note: Only system-provided Contract Types can be used for Obligation Management.

Contract Types

The Associated Document “ICMOMAppObligation” is seeded to track Obligations. It is expected that you will configure this seeded entity based on your implementation requirements.

Note: Multiple configurations of Obligation/Fulfillments are not allowed. So, you cannot create a new Associated Document Contract Type and identify it for Obligation tracking.

The following table depicts the OM App Contract Types:

Seeded Attributes

The seeded attributes of “ICMOMAppObligation” are listed as per the categories below. Implementation teams can add new attributes for identifying, categorizing and tracking obligations as required. Any attribute marked with a red asterisk * is MANDATORY for creating the Obligation instance.

On clicking "Yes", the "Additional Fulfillment Owner" and the "Additional Fulfillment Approver" are displayed.

To select the field values click the search icon to the right of the field text box. A drawer opens, for example, the "Select KPI Category" drawer". The selected record (s) will be displayed at the bottom left.

Association

The ICI Obligation Management app is modeled on the Association of Association construct.

The following Association hierarchy exists:

Agreement (Existing)
- Associated to → Obligation Association
  - Associated to → Fulfillment Association

It is expected for you to configure your existing Agreements to associate the Obligation Contract Type.

The following screenshot displays the Obligation’s association to Fulfillment, which is seeded along with the app:

For more information about Association, refer to the “ICI Obligation Management Configuration Guide”.

Masterdata

These are the Masterdata Contract Types seeded with the ICM Obligation Management app, and they are listed in the following per grouping based on their collective purpose and in the hierarchy in which the masters are consumed within each group:

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

Note: Implementation teams will use ICI’s bulk utility to add these new masterdata in bulk, not manually going row by row.

The following table shows the Masterdata in the sequence that they are needed to be entered for obligation creation flow to proceed per configuration:

Rules

The ICI Obligation Management App has seeded the following set of rules. The contract type “ICMOMAppObligation” is configured with the following Rules:

Notifications

The ICI Obligation Management app has the following seeded notifications. Since the app is built on the ICI platform, implementation teams can configure notifications as required.

There is a dedicated Notification Category for the ICI OM App – “Obligation Management Notifications”, and a seeded notification for fulfillment creation has also been added:

This is a seeded notification to notify fulfillment creations.
The notification is triggered and sent when a fulfillment gets created.
These notifications are sent to Fulfillment Owners.

Click the bell icon on the top right to view the "Notifications Dashboard".

The "Notifications Dashboard" displays notifications under the "Obligation Management Notifications".

Default Column Search Changes

The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of obligations on the index page. When a user searches for “Obligations”, the list of obligations displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each obligation:

Obligation Attributes
- Business Status
- Name
- Party
- End Date
- Frequency
- Obligation Type
- Obligation Sub-Type
- Fulfillment Owner(s)
- Impact due to Non-Fulfillment
- Metric
- Unit of Measurement
- Agreement Code
- Created By

Configuring your existing Agreement Contract Type to manage Obligations

You can use existing agreements or configure new agreements to manage obligations with the ICI Obligation Management app. Let us now consider an example for configuring the existing agreement contract type.

To edit the existing Agreement Contract Type to manage obligations:

1. Click the “Configure" tile or menu on the top, and select the “Contract Types” option. The Contract Types index page opens.

2. Select the Agreement Contract Type where you want to configure obligations. For example, "OM Basic Agreement".

3. Click the View Details eye icon on the right. The Contract Type Details page opens.
4. Click "Edit" on the top right. The "Edit" page opens with "Details" tab.

5. Toggle "Yes" in the "Allow Third Party Paper" field.
6. Toggle "Yes" in the "Allow Clause Assembly" field.
7. Toggle "Yes" in the "Allow Copy With Associations" field.
8. Click "Next". The "Attributes" tab opens.
9. Select the attributes as per your requirement.
10. Click "Next". The "Association" tab opens.
11. Click "Add Association" to add an association. The "Add Association" pane appears on the right.

12. Enter a name in "Association Name". For example, "Obligation".
13. Select "Obligation" from the "Associated Contract Type" dropdown.
14. Toggle "Yes" in the "Allow Inheritance" field.
15. Toggle "Yes" in the "Multiple Inheritance" field.
16. Click "Save" on the top right.

17. Click "Next". The "Display Preference" tab opens.
18. Enter the details in the remaining tabs such as Display Preference, Team, and Verify.
19. Click "Update". The contract type is updated with Obligation as Associated Contract Type.

20. Click "Publish" to publish the Agreement Contract Type.

Navigating through the Obligation Management App

There is a dedicated Obligation Management navigation tile, which acts as the quintessential entry point to triage and monitor all obligations and fulfillments, and track obligation compliance, with the help of the following options:

Dashboard
All Obligations
All Fulfillments
My Fulfillments

Note: The default landing page or Home page of the Obligation Management App will display the App specific KPIs and dashboard widgets.

Navigating the Dashboard

This is the obligation dashboard displaying a comprehensive report view of obligations and fulfillments across various analytics. To go to the Dashboard:

1. Click the “Obligations” navigation tile or menu on the top.

2. Click “Dashboard”. The OM Dashboard will open.

Note: The “Compliance Dashboard” link will be visible to all users who have at-least View access to either Obligation or Fulfillment seeded contract types.

Navigating All Obligations

This opens up the list view of Obligations per the predefined saved search displaying all the existing obligations in the app.

To go to “All Obligations”:

1. Click the “Obligations” navigation tile or menu on the top.

2. Click “All Obligations”. The Obligations index page will open, listing all obligations. You can filter the obligations using the "Refine View" collapsible panel on the left. You can sort and wrap the text of the column by clicking the arrow and hamburger icon respectively in the column heading.

Navigating All Fulfillments

This opens up the list view of Fulfillments per the predefined saved search displaying all the existing fulfillments in the app.

To go to “All Fulfillments”:

1. Click the “Obligations” navigation tile or menu on the top.

2. Click “All Fulfillments”. The Fulfillments index page will open, listing all fulfillments.

Navigating My Fulfillments

These are the user-specific fulfillments that a user is directly involved in or assigned with as part of their tasks, being a member of the team/s with specific role/s. The Fulfillment Owner or Fulfillment Approver, who is part of the team for a fulfillment record, will see their respective list of fulfillments, per their role, through this tile option.

To navigate through “My Fulfillments”:

1. Click the “Obligations” navigation tile or menu on the top.

2. Click “My Fulfillments”. The index page opens listing fulfillments.

Creating an Obligation for an Agreement

To create an agreement with an obligation:

1. Click the "Agreements" navigation tile or menu on the top. The "Agreements” index page opens. Click "Create" on the top right. The “Create Agreement” page opens.
2. Select the Contract Type Name. For example, "OM Basic Agreement".
3. Select "Own" in the "Type Of Paper" dropdown.
4. Click "Next". The Attributes page opens.
5. Enter the details in the remaining tabs to the "Verify" page.
6. Click "Create and Publish".

The Obligation created is displayed as shown in the screenshot below. The "Obligations" tab is displayed in the left collapsible navigation pane with the count of Obligations shown beside "Manage".

An obligation can have multiple fulfillments. Users can create the following types of obligations:

Scenario 1: Time-based Obligation and Time-Based Fulfillment
Scenario 2: Time-based Obligation and Manual Fulfillment
Scenario 3: Manual Obligation and Manual Fulfillment

Creating an Obligation with Time-Based Fulfillment

To create a Time-Based Fulfillment:

1. Click the plus icon on the right of "Manage" under the "Obligations" section in the left navigation pane. The "Create Association" page opens.
2. Enter the “Name” for the obligation.
3. Enter the “Obligation Details” and Description.
4. Select “Obligation Type” from the dropdown.
5. Select “Obligation Sub-Type” from the dropdown.

6. Select the owning party from the “Party” dropdown.
7. Select the Business Unit from the “Business Unit” dropdown. Based on the Business Unit selected, the following fields get filled out as per seeded masterdata values per the seeded masters - Functional Team, User Role, Fulfillment Owner(s), and Fulfillment Approver(s).
8. Set the “Additional Users for Fulfillment” as “Yes” or “No”. If it is “Yes”:
a. Fill out “Additional Fulfillment Owner”
b. Fill out “Additional Fulfillment Approver”

On clicking "Yes" for "Additional Users for Fulfillment", the "Additional Fulfillment Owner" and the "Additional Fulfillment Approver" are displayed.

9. Select “KPI Category” from the dropdown.

If no category is present, click the search icon, a drawer "Select KPI Category" opens. You can select or search and add a new category if not present. The selected records will be displayed at the bottom left.

10. Select “Metric” from the dropdown.
11. Fill in other relevant KPI fields.

12. Select “Impact due to Non-Fulfillment” as “Low”, “Medium” or “High”.
13. Select “Financial Impact due to Non-Fulfillment” as “Yes” or “No”. If “Yes” is selected:
a. Enter “Quantitative Assessment of Impact”.

14. Select the “Frequency Type” from the dropdown. For example, “Time-Based”.

Note: Selecting the Time-Based Frequency Type will instantiate the fulfillments at the set frequency, and selecting the Manual Frequency Type will let users manually add fulfillments.

15. Select the fulfillment frequency in the Frequency dropdown, for example, “Monthly”.

Note: You can set the following frequency: “One Time”, “Weekly”, “Fortnightly”, “Monthly”, “Once in 2 Months”, “Quarterly”, “Semi-Annual”, “Annual” and “Once in 2 Years”.

16. Select a date value from the "Select Due Date From" dropdown list.

17. Select a date in the “1st Fulfillment’s Due Date” field.

18. Similarly, as explained in step 16, Select a date value from the "Select End Date From" dropdown list.

19. Select a date in the “End Date” field. This date indicates the end date for fulfillment.

Note: The Extended Due Date field is automatically extended by 2 based on the Due Date. The Extended Due Date is the summation of the 1st Fulfillment’s Due Date and the value of Overdue Buffer Days. The system will treat a fulfillment as overdue after the extended due date is over.

20. Set the “Allow Inheritance” field to “Yes”. This allows the inheritance of approved obligations from the parent agreement to the child agreement. For example, MSA_OM to SOW_OM.

21. Set the “Allow Fulfillment Tracking” field to “Yes”. This allows the system to track fulfillment instances.

22. Select a file in the “File Path” field. The obligation is now created with a Monthly fulfillment.

Creating an Obligation with Manual Fulfillment

Follow the steps from 1 to 13 mentioned in the section Creating an Obligation with Time-Based Fulfillment and then do the following:

1. Select “Manual” in the “Frequency Type” dropdown.

2. Select "Overdue Buffer Days".

3. Select a date in the “End Date” field.

Under the "Configuration Parameter" section,
1. Set the “Allow Inheritance” field to “Yes”.
2. Set the “Allow Fulfillment Tracking” field to “Yes”.
3. Select a file in the “File Path” field.

4. Click “Create”. The obligation is created with fulfillment.

The Obligations count shown beside "Manage" in the left pane is incremented. Click "Manage" and the Obligations are listed in the right pane. Click eye icon to view the details.

Creating Obligations in Pre-approved state

You can create Obligations in pre-approved state. A new script attribute “Require Approval” (“ICMOMAppRequireApproval”) is added to “ICMOMAppObligation” Contract Type is added to govern the create and update obligation workflow.

To create a pre-approved obligation, do the following:

1. Open the Agreements index page using the “Agreements” tile on the Home page.

2. From the list of Agreements, open the Agreement details page.

3. In the navigation menu, locate “Obligations” option and click “Create Obligation” (+ icon) next to “Manage” to create a new Obligation. The “Create Obligation” page opens.

4. Enter the obligation details as required under the relevant sections.

5. Configure the attribute “Require Approval” to “False”. If you select this attribute to “True” then pre-approved obligations will not be created.

When creating an Obligation, the status is defined based on state of the attribute, as shown in the following table:

Similarly, when updating an Obligation, the status is defined based on the “Stay in Approved On Edit” attribute, as shown in the following table:

Note: For Update action, “Stay in Approved On Edit” attribute continues to function as in the earlier releases.

6. Save the details. Notice that “Business Status” of the Obligation just created to set to “Approved”.

Approving Obligations

You can send the “Obligation” for approval as described in the following steps:

1. Click “Send For Approval” for the selected Obligation.
a. If the configured obligation is time-based, upon approval, the system generates the first instance of the Fulfillment.
b. The Obligation’s Team can be configured for the approver’s role. When the Obligation is sent for approval, it will create an approval task to the approvers on its Team.

2. Click “Yes” (or “No”) to confirm.

Note: Unless the obligation is approved, the user cannot create Fulfillment instances.

The obligation is now approved with the official status being displayed as “Approved”.

Putting Obligations On Hold

If for some business reason, for a given obligation, it is required to hold some fulfillment instances, you can set the Obligation on Hold. This will prevent creating new fulfillment instances during the period of hold. You can set the expiry date of the hold using the Hold Expiry Date attribute.

Note: When you put an Obligation on hold, any fulfillment that is not Approved will be marked Cancelled and will not be used to calculate overdue fulfillments.

To apply a hold on an obligation:

1. Click "Hold". The “Add Note - Hold” drawer opens.

2. Enter a Hold Note.

3. Select "Reason Code" and "Hold Expiry Date".
3. Click "Add".

The obligation will thence go “On Hold”.

Note: You can hold an Obligation based on the default Role Action Mapping. You can hold an Obligation at “Draft”, “Waiting For Approval” and “Approved” states.

Releasing the Hold

You can release the hold before the “Hold Expiry Date” by clicking the “Release Hold” button.

8.0-OM26.3-Agreement-OMAsso-ReleaseHold.png

1. Click “Release Hold” on the top right. The "Add Note - Release Hold" drawer opens.

2. Enter a hold note.

3. Select the appropriate “Reason Code”.

4. Click “Add”.

The Obligation goes back to the previous state before it went on hold.

Note: After releasing a hold, if the user approves the Obligation or the Obligation was already approved, the future applicable Fulfillment instances will be triggered at the configured frequency.

Applying to Withdraw on Obligation

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

To withdraw an Obligation:

1. Click "Withdraw". The "Add Note - Withdraw" drawer opens.

2. Enter a withdrawal note.
3. Select the appropriate Reason Code.
4. Click "Add". The obligation will be withdrawn. After the obligation is withdrawn, all its fulfillments that were not approved will be canceled.

8.0-OM27.1-Agreement-OMAsso-Withdraw.png

Reassigning User in Obligations

As a standard ICI platform capability, to replace users at the associated document level. User can be replaced in the following ways:

One can replace the user at the Obligation and Fulfillment record level.
User can also be replaced in bulk, at the system level, which is applicable to all Associated Documents, including Obligations and Fulfillments, replacing, say, “User 1” with “User 2”.

You can replace a user in Obligation from the Team tab.

1. Click "Team". The "Team" is opened on the right.

2. Click "Reassign", the "Reassign User" drawer opens.

3. Select the User. If you can't find the user, search it from the "Refine View" left pane. Enter the categories you want to search.
4. Enter "Add Note".
5. Click "Reassign", the user is reassigned.

Creating an Obligation from an existing Association

Many of the source Associations such as SLAs, Deliverables, and so on are typically used to track Contracts. There can be a need to convert a record of such Associations to Obligations because the source Association is of a specific type that does not have the Obligation workflow to track.
To track the compliance of such SLAs or Deliverables you need a seamless way to convert these records into Obligations in the post-execution stage. This enables a faster Obligation creation as you do not need to enter the data manually when creating a new Obligation.

Creating an Obligation, in this case, has the following two scenarios:

Manual creation of an Obligation: Applicable when Obligation Library master is Not Available/Deactivated
Auto creation of an Obligation: Application when Obligation Library master is Available/Activated

Manual Creation of an Obligation

Perform the steps given below to manually create an Obligation from an ADCT record:

1. Open the Associations list page of the desired Agreement.

2. From the Associations menu (…) of the required Association (or of the newly created Association), click “Create Obligation”.

3. The “Create Obligation” drawer window opens displaying the Obligation details that are auto-populated from the selected Association.

Note: ICI Platform checks internally if there is any Obligation Library master data is available for the selected Association. The “Create Window” drawer window opens only if the Obligation Library master data is NOT available for that Association and allows manual creation of an Obligation.

4. The fields which match those defined in ADCT are auto-populated in the fields on the “Create Obligation” window. You must enter the values for other fields as required.

5. Click “Create” to complete the Obligation creation process. You may choose to modify the pre-populated details as required.

6. A new Obligation is created. Refresh the page to view the newly created Obligation.

Auto Creation of an Obligation from any Association record

Auto creation of an Obligation is possible when the Obligation Library master data is activated/available. For example, see the image given below:

Perform the steps given below to automatically create an Obligation from an ADCT record:

1. Open the Associations list page of the desired Agreement.

2. From the Associations menu (…) of the required Association (or of the newly created Association), click “Create Obligation”.

3. A “Create Obligation” drawer window does not open in this case and an Obligation is created automatically.

4. The newly created Obligation can be viewed in the list of Obligations.

Inheriting Obligations

Let us create a contract type (such as SOW) to understand inheritance in obligation (for example, from MSA_OM to SOW_OM).

Configuring your existing Agreement Contract Type to set Obligation Inheritance

Assuming that your instance has an SOW Agreement Contract Type, let us now edit its configuration to add association for tracking Obligations. After this, both our agreements MSA_OM & SOW_OM will start tracking Obligations.

Additionally, we will configure inheritance such that any Obligation that is approved in a higher agreement type (e.g. MSA_OM) will be inherited to a child agreement type (e.g. SOW_OM) in order to force compliance of contractual obligations.

1. Click the "Configure" navigation tile or menu on the top, click “Contract Types”.
2. Select the Agreement Contract Type for which you want to configure obligations. For example, “OM Basic Agreement”.

3. Click the View Details eye icon. The Contract Type Details page opens.
4. Click "Edit" on the top right. The Edit Contract Type page opens.

5. Click "Next".
6. Toggle the "Allow Third Party Paper" field to "Yes".
7. Toggle the "Allow Clause Assembly" field to "Yes".
8. Toggle the "Allow Copy With Associations" field to "Yes".
9. Click "Next". The "Attributes" tab opens.
10. Select the attributes.
11. Click "Next". The "Association" tab opens.

12. Click "Add Association" to add an Association. The "Add Association" section opens on the right.
13. To inherit obligation in SOW_OM, you need to select Obligation as Associated Contract Type.
14. Enter a name in the Association Name field. For example, Obligation.
15 Select Obligation from the Associated Contract Type dropdown.
16. Toggle the "Allow Inheritance" field to "Yes".
17. Toggle the "Multiple Inheritance" field to "Yes".
18. Click "Save".

19. Enter the details in the remaining tabs such as Display Preference, Team, and Verify.
20. Click "Update". The contract type SOW_OM is updated having an Associated Contract Type (Obligation).

Inheriting Obligations from Parent Agreement

Let us an example of inheriting obligations from the parent agreement (for example, MSA_OM obligations to SOW_OM).

1. Click the "Agreements" navigation tile or menu on the Top. The Agreements index page opens.
2. Click "Create". The "Create Agreement" page opens.
3. Select the "Contract Type Name". For example, "SOW_OM".
4. Select "Third Party" in the "Type Of Paper" dropdown field.
5. Click "Next". The "Attributes" tab opens.
6. Click the down arrow icon in the "Associate and Inherit" field to inherit "MSA_OM" based agreement obligations to "SOW_OM" agreement.
7. The Lookup Search window opens.

Note: Ensure that the Allow inheritance flag is set to Yes to inherit obligations from the parent agreement as shown in the below screenshot.

8. Select the "MSA_OM" agreement from which you want to inherit obligations.
9. Click "Select".
10. Enter the details in the remaining tabs to take it to Verify step.
11. Click "Create and Publish".

All approved obligations of the MSA_OM agreement (Parent agreement) have been inherited by the SOW_OM agreement (Child). Any changes made to the parent contracts obligations have been cascaded to the child agreement's obligations.

Note: The seeded attribute Allow Cascade Action is already set to Yes for the Contract Type (for example, MSA_OM).

Creating Obligation Groups

You can logically group Obligations under different categories. You can have a parent obligation and group several child obligations under it. You can also cascade the attribute changes from parent obligation to the child obligation, and the child obligations automatically inherit the changes.

You can define criteria for grouping depending on which the obligations within that group will be fulfilled. Some examples to identify how to logically group obligations are as follows:

By Fulfillment Owner: the ownership of fulfilling such obligations lies with a particular group of users. For example, obligations whose fulfillment is with the suppliers can be grouped together.
By Business Triggers: obligations that need to be fulfilled when a predefined business event is triggered can be categorized under one common group. For example, when a business event like contract termination occurs, all related obligations that must be fulfilled can be clustered under one group.
By Phase: Obligations that should be fulfilled on completion of defined phases of contract execution can be classified in a group. For example, every contract completion stage can have an associated payment milestone. Thus, all obligations to be fulfilled on accomplishing a particular milestone are grouped together.

Creating an Obligation Group

To create obligation groups, do the following:

1. On the Home page, click the “Agreements” tile to open the Agreements index page. A list of all available Agreements is displayed.

2. Using the “View Details” option, open the details page of the Agreement of which you want to manage the obligations.

3. On the Agreement details page, open the Menu pane in expanded view.

4. Scroll down to the Obligations menu option. You will notice the number of Obligations under the Agreement.

5. Click “Manage” under the Obligations option. The obligations under that Agreement are displayed in the right-side pane.

6. Click “Create Group”. In the Create Obligation Group drawer, enter the following details:

i. Name of the group you are creating, for example “DemoTest”

ii. Select Parent Obligation from the drop-down list

A list of child obligations associated with the parent obligation is displayed.

7. Select the child obligations of which you want to create a group and then click “Create”.

8. A notification about obligation group creation is displayed.

Viewing an Obligation Group

To view and manage obligation groups, do the following:

1. Follow the steps 1 through 5 explained in the section, “Creating Obligation Groups’.

2. On the list of Obligations page, click “View Group”.

3. In the Create Obligation Group drawer, you can view the Obligation Group that is created and the associated obligations under that group. For example, “DemoTest”, in this case.

Ungrouping an Obligation Group

To manage obligation groups, do the following:

1. Follow the steps 1 through 3 explained in the section, “Viewing Obligation Groups’.

2. On the list of Obligations page, click “View Group”.

3. In the Create Obligation Group drawer, click the ellipsis (…) icon against the group name and then click “Ungroup’.

Cascading Attributes in an Obligation Group

To manage obligation groups, do the following:

1. Follow the steps 1 through 3 explained in the section, “Viewing Obligation Groups’.

2. On the list of Obligations page, click “View Group”.

3. In the Create Obligation Group drawer, click “View Details” icon for the respective obligation group.

4. Obligation Details page of the corresponding group opens. To change the attribute parameters, click “Edit”.

5. The Edit Obligation page opens. Edit the required fields. As an example, change the End Date of the obligation from 4^th May 2022 to 20^th May 2022.

6. Click “Update” to save the changes.

7. Go to the Obligation Group page as described in section, “Viewing an Obligation Group”.

8. Click “Refresh”. You will notice that the End Date is updated for the parent as well as the child obligations.

The end date change applied to the parent obligation is successfully cascaded to the child obligations.

Inheriting obligations after grouping

The grouping of obligations must be cascaded to the inherited obligations as well. Consider the following example: the obligation gets created in child agreement (SOW), and Master and Child obligation relation is associated with SOW agreement only as explained in below example:

After Inheritance:

Working with Fulfillments

The Out-of-the-Box Fulfillment Entity

The ICI Obligation Management app comes with a seeded Contract Type i.e. “ICMOMAppFulfillment”. As described earlier, Fulfillment is an association to the Obligation entity.

Contract Types

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

For more information about Fulfillment Contract Type, refer to the “ICI Obligation Management Configuration Guide”.

Seeded Attributes

The following attribute values are copied from Obligation to the associated Fulfillment, attributes marked with a red asterisk * are MANDATORY:

Agreement Code
Name
Fulfillment for Obligation
Obligation Details
Description
Obligation Type
Obligation Sub Type
Triggering Event
Frequency Type*
Frequency
Due Date*
Overdue Buffer Days
Extended Due Date
Obligation’s End Date*
Expected Measure
Metric
Minimum Measure
Unit Of Measurement
Business Status
Location
Multi Party

The following attributes are used to capture Fulfillments completion, besides the aforementioned attributes used from obligation:

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

Rules

The ICI Obligation Management app is seeded with the default set of rules. The contract type “ICMOMAppFulfillment” is configured with the following Rules:

For more information about Rules, refer to the “ICI Obligation Management Configuration Guide”.

Default Column Search Changes

The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of fulfillments on the index page. When a user searches for “Fulfillments”, the list of fulfillments displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each fulfillment:

Fulfillment Attributes
- Business Status
- Name
- Frequency
- Party
- Fulfillment Approver(s)
- Due Date
- Fulfillment Completed Date
- Metric
- Expected Measure
- Actual Measure
- Unit of Measurement
- Created Date

Creating and Editing Fulfillments

You can create Fulfillments manually for Obligations that have a frequency type set to “Time-Based” or “Manual”.

Note: An obligation can have multiple fulfillments. Users can create the following types of obligations:
* Time-based Obligation & Time-Based Fulfillment
* Time-based Obligation & Manual Fulfillment
* Manual Obligation & Manual Fulfillment

Adding Fulfillment Evidence

The Fulfillment team is responsible for submitting the fulfillment evidence and sending it for approval to the Obligation owner.

1. Click the "Fulfillment" tab under the Associations tab in the left navigation pane.

2. Click the View Details eye icon in the far right of the grid in the right pane. The Fulfillment Details page opens.

3. Click on the Create Association plus icon on the “Fulfillment” line item on the left pane.

The “Create Association" with Fulfillment subtitle page opens with a few fields like Frequency Type, Obligation Type inherited from Parent Obligation.

4.Click on “Select File” against the “Fulfillment Evidence” field under the group “Fulfillment Tracking”.

5. Select the desired file as evidence for fulfillment and click “Open”. The required file is now added.
6. On filling up the remaining fields with the Mandatory ones, click “Create”. A fulfillment “Draft” will be created with the attached “Fulfillment Evidence”.

Alternatively, you can also upload the Fulfillment Evidence from the Fulfillment Details page.

Once you open the desired Fulfillment, with the Fulfillment Details page open on clicking the eye icon:

1. At the top right of the page, click “Upload Fulfillment Evidence”, the “Upload Document” drawer opens.

2. Click “Select File” and select the file as evidence.

3. Write an appropriate note in the “Add Note” text area, and

4. Click "Upload".

The required file is now added as fulfillment evidence and can be seen under the "Versions" of the Obligation.

Approving Fulfillments

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

1. Click the “Fulfillment” tab on the Obligation “Details” page in the left navigation pane. The Fulfillments are listed in the right pane.

2. Click the "View Details" eye icon, the fulfillment “Details” page opens with “Draft” status.

3. Click “Send For Approval”. The fulfillment is sent to the approver.

4. Upon approval, the fulfillment moves to the “Approved” state.

Cancelling Fulfillments

Fulfillments created can be canceled at any stage, as desired. To cancel fulfillments:

1. Click the “Cancel” at the top right of the Fulfillment Details page. The “Add Note - Cancel” drawer opens.

2. Enter any desired note, and click on “Add”.

The fulfillment is thereby cancelled and displays the status “Cancelled” on its Details page.

Fulfillment KPI Tracking

The KPI Measure needs to be entered while creating the fulfillment as one of the mandatory field "Actual Measure" denoted by red *.

To edit the Fulfillment to its actuals:

1. Click and open the fulfillment record created.

2. Click “Edit”, the “Edit Associated Document" page opens.

3. Fill the "Actual Measure", and click “Update”.

The Fulfillment Details page is now updated with the “Actual Measure” achieved.

4. Click “Send for Approval” on the right top under the three dots.

The Fulfillment will now be approved. If there are any or more fulfillment evidence required, then you can upload as explained in the "Adding Fulfillment Evidence" section.

Configuring Reports

There are two broad categories of reports in ICI that apply to the OM App:

Out-of-the-box Reports (read-only Power BI)
Custom Reports (Advanced Analytics - Self-Serve Power BI)

Out-of-the-box Reports

There are some out-of-the-box reports dedicated to Obligation Management and here are their details:

The out-of-the-box OM report is available in the "Reports" navigation menu under the “Default Reports" tab.

Select "Obligation Management" from the "Show Reports" dropdown.
These are the default reports that are generated out of the box:
- Obligation Management Dashboard
- Obligation Management Health
- Obligation Management Summary

Obligation Management Dashboard

Obligations Dashboard Report: provides information of the Fulfillments due in the next 30, 60, 90 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.

Here’s what the Obligation Management Dashboard report looks like:

Obligation Management Health

OMH - Obligation Management Health Report: provides an overall view of the total Fulfillments across all agreements that are fulfilled.

Here’s what the Obligation Management Health report looks like:

Obligation Management Summary

The “Obligation Management Summary” is a summary set of reports. It is the default location for the “Dashboard” tile navigation as well. It can be reached via the “Dashboard” tile option or through the “Reports” tile as previously mentioned.

The following reports can be accessed under OM summary reports from the bottom report tabs:

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

Each report tab can be filtered based on the following parameters given in the far right:

Some examples of the “Obligation Management Summary” reports are as follows:

Example 1: Compliance Dashboard: Are shown in the screenshot above.

Example 2: Upcoming Milestones

Example 3: Fulfilment Explorer

Example 4: SLA Tracking

Custom Reports

Using Advanced Analytics datasets and filters, users can create their reports for a customized, visual representation of obligations and fulfillments.

Note: “Advanced Analytics” is a separate subscription that customers are assumed to have purchased as a prerequisite.

To create custom reports using Advanced Analytics:

1. Click on the “Advanced Analytics” tile or menu on the top.
2. Navigate and click on the “Analytics Reports".

3. Click "Create" on the top right.

The "Create Report" page opens.

4. Select the Power BI data set for “Obligations & Fulfillments”. The report creation page opens.

5. On the report creation page design the report and select desired parameters, filters, fields, and visualization options on this page to create a report.

Such customized reports can be generated for different entities of the OM App data model, using the entity-specific capabilities provided as part of ICI:

Creating Obligations using Bulk Actions

You can add existing agreements with obligations using the "Bulk Actions" navigation tile or menu on the top.

1. Click the “Bulk Actions”.

2. Click "Update Existing". The "Update Bulk Action Workbook" page opens.

3. Select the "Bulk Upload Action". For example, "Add Association To Agreement".
4. Select the "Saved Search". For example, "All Agreements".
5. Select the "Contract Type Name". For example, "ICMOMBasicAgreement".
6. Select the Association. For example, "ICIOMAppObligation".
7. Click "Next".

8. Select an attribute from the "Available Attribute" list as per your requirement.

9. Click "Generate Workbook". The workbook will get downloaded and seen in the bottom right as shown in the screenshot below.
10. Add the attribute values in the Workbook.
11. Save the Workbook.
12. Click "Add Batch" on the Bulk Action Management page.

13. Enter a "Batch Name". For example, "Obligation_MSA".
14. Select the "Data file" and the "Attached Zip File"
15. Click "Add".

Agreements are now created in bulk with the added Associations.

Obligation Library

Overview

ICI Obligation Management provides multiple ways to discover and create obligations, and users can automatically attach obligations as associations to agreements and amendments based on defined event rules.

The auto-attachment functionality, derived from the core ICI, supports all configurations of associated document contract types including those which may have mandatory attributes.

OM App users can:

Configure obligation-specific attributes in the “Standard Document Master” Contract Type.
Define and maintain a list of Standard Document master records, which use the obligation attributes, and that will be treated as the “Obligation Library”.
Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
Maintain the Obligation library by updating and deleting Standard Document records as required.
Create Saved Search to define applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in agreements.

Note: The auto-associations supports only parent child type associations for agreements and amendments.

In the following sections, we will walk through the processes involved in triggering and using this feature to auto-attach obligations to agreements. An agreement with the contract type “Master Agreement” was previously created, in order to demonstrate the required processes, configurations, exhibits and steps.

Creating the Obligation Library

Once the “Standard Document Master” and the framework for the Obligation Library have been configured, we will create obligation records and define saved searches, in order to create the actual library.

Creating Obligation Records

After configuring the “Standard Document Master” for obligation, the next logical phase is to create masterdata records for obligations, or, in other words, the Obligation Library.

1. Click “Configure"> “Masterdata” on the navigation menu or tile on the top. The “Masterdata” index page opens.

2. Click "Create" on the top right. The "Create Masterdata" page opens.
3. Select “Standard Document Master” from the “Masterdata” field dropdown.

4. Click “Next”, the “Attributes” tab opens.
5. Enter an appropriate name in the “Name” field, and select “Obligation” from the “CT Name” field dropdown. All the seeded masterdata attributes (fields) for Obligation get populated.

Note: All dependent attributes of obligation are displayed per masterdata configuration.

5. Fill out the form, including the mandatory fields.
6. Click “Create”.

Validating the Obligation Records

On creating a planned set of such obligation records, the Obligation Library gets created. To validate and locate the number of obligation records created for the library:

1. Click on the "Advanced" on the top right beside the search bar. The Advanced Search page opens.

2. Enter and search for “Standard Document Master” in the “Entity” field dropdown. This will display the records from the masterdata, which is the source library.

3. In the “Categories” field on the left pane, type “CT Name”, and Select “Obligation” checkbox. The total number of obligation records in masterdata will be displayed.

Defining Saved Searches

Once obligation records are created, we need to predefine a list of obligations by defining saved search.

1. For the list of obligation records (CT Name = Obligation), select “Obligation Category” = “Financial Obligations”.

A filtered list of related obligation records related is displayed.

2. Click "Save View" to save the search. A "Save View" drawer opens.

3. In the “Save View” drawer:
a. Enter a desired "View Name" like "Financial Obligations".
b. Activate the “Global Search” toggle button as “Yes”.
c. Fill any desired value in the remaining fields.
d. Click “Save”.

Amongst all the obligations in the library, the ones related to Financial Obligations have now been predefined.

Auto-Instantiating Obligations

Now, with the Standard Document Master pre-configured, the Obligation Library predefined (with saved search), and event rules configured, it is time to apply the final trigger for obligations to automatically reflect on the Agreement.

1. Navigate to the pre-created agreement (Draft) with the “OM Basic Agreement” contract type, and click the view eye icon, the agreement with “Draft” status opens.

The number of Obligations is shown as zero at this stage for the “Draft” agreement.

2. Click “Send for Approval”.

When the agreement goes through approval, the obligation event rule gets triggered and creates target objects automatically from a predefined list of obligations. There is a processing time during which a notification is displayed: “The agreement is being transitioned to the next state”.

3. Click on the “Refresh” button to refresh the agreement page and process to the auto-instantiated state showing obligations, as evident by the number displayed on the left pane.

Note: It might take a few rounds of refreshes for obligations to take effect and display. Eventually, all the auto-instantiated obligations get reflected on the agreements.

8.0-OM-Auto-Instantiation-Attachment.PNG

Creating Bulk Obligations from AI discovered obligations

To create Obligations in bulk for AI discovered Obligations, do the following:

1. Open the “Agreement” index page.

2. Click the “View Details” option to open details of the Agreement of which you want to view AI discovered obligations.

3. Open the Menu pane in expanded view and navigate to the “Discover” option under “Obligations”.

4. The discovered obligations are displayed. Select the individual obligations for which you want to create Obligations in bulk and then click “Create Obligations”.

5. A notification for Obligation creation process is displayed.

6. You will receive an email about the obligation creation status. You can also view the status of obligations created in the “Notifications” menu.

i. Email Notification:

ii. Notifications Page:

Glossary

Some key terms and concepts introduced with the ICI Obligation Management App:

Known Issues

Related Topics: Agreement Management | ICI Sourcing App | Obligation AI |

@@ Line 17: / Line 17: @@
 *Drive obligation and its related fulfillments to completion and giving you workflow controls (hold, withdraw, and cancel)
 *Monitor your obligations and its business impact
-<div class="image-green-border">[[File:7.10 OM 1.png|720px|7.10 OM 1.png]]<br/> ''Figure 1: Configure your agreement contract types to add the association to the Obligation. This will start tracking Obligations lifecycle for your agreements''</div>
 == Purpose of the Document ==
@@ Line 36: / Line 36: @@
 == Overview ==
-In this fast-paced business scenario, the relevance of Enterprise Contract Management (ECM) to handle global contracts has grown manifold. Contracts establish a working model for a business to reach a future desired state: It defines the rules of business interaction and defines how business outcomes will be achieved. Yet until business parties live up to the plan, those outcomes are not ensured.&nbsp;
+In ever-changing business scenarios, the relevance of Enterprise Contract Management (ECM) to handle global contracts has grown manifold. Contracts establish a working model for a business to reach a future desired state - It defines the rules of business interaction and how business outcomes will be achieved. However, until business parties live up to the plan, those outcomes are not ensured.
-Therefore, tracking the obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course if not.
+Therefore, tracking obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course.
-Non-compliance on obligations not only hurts performance, but also can expose businesses to substantial risks – including reputational damage, financial loss, and soured partner relationships.
+Non-compliance of obligations not only hurts performance but can also expose businesses to substantial risks – including reputational damage, financial loss, and soured partner relationships.
-The ICI Obligation Management Application built and designed along with the line of Icertis Contract Intelligence (ICI) platform (a world leader in Contract Lifecycle Management) and provides OOTB Obligation & Fulfillment objects and their workflow. Like everything on ICI, the OM app is highly configurable and extendible to suit customer requirements.
+The ICI Obligation Management application built and designed along with the line of Icertis Contract Intelligence (ICI) platform provides out-of-the-box Obligation and Fulfillment objects and their workflow. Like everything on ICI, the app is highly configurable and extendible to suit customer requirements.
 === The Challenge ===
-Contracts establish a working model for a business to reach a future desired state: It defines the rules of business and defines how business outcomes will be achieved. Yet until business parties live up to the plan, those outcomes are not ensured.&nbsp;Therefore, tracking the obligations enshrined in contracts is critical to an enterprise’s understanding of whether the business is proceeding as planned and taking proactive steps to correct the course if not.&nbsp;
+The holistic management of obligations in an enterprise is easier said than done. Manually managing obligations, as well as SLAs and entitlements, enshrined in contract clauses and terms has many challenges, from the sheer number of obligations found in contracts to the complexity of identifying and fulfilling them.
-Yet holistic management of obligations in an enterprise is easier said than done. Manually managing obligations--as well as SLAs, and entitlements--enshrined in contract clauses and terms has many challenges, from the sheer number of obligations found in contracts to the complexity of identifying & fulfilling them.
-A major impediment to tracking obligation fulfillment is the enterprise-wide nature of obligations themselves: One department creates a contract, but the onus to fulfill contractual obligations is usually on another department in the real world.&nbsp;This is a common scenario with manufacturers of complex products, like airplanes, automobiles, drugs, etc. The sales team at the airplane manufacturer accommodates an airline’s requirements in the contract to close the deal, but it is up to the sourcing department to buy the goods & services needed to meet those requirements and maybe the customer services department to fulfill the warranty related commitments.&nbsp;
+A major impediment to tracking obligation fulfillment is the enterprise-wide nature of obligations themselves. In the real world, one department may create a contract, but the onus to fulfill contractual obligations is usually on another department. This is a common scenario with manufacturers of complex products, like airplanes, automobiles, drugs, etc. The sales team at the airplane manufacturer accommodates an airline’s requirements in the contract to close the deal, but it is up to the sourcing department to buy the goods and services needed to meet those requirements, and maybe the customer services department to fulfill the warranty related commitments. Hence, the typical contract management process leaves obligations siloed within departments, hindering visibility, tracking, and ultimately performance.
+<div class="image-green-border">[[File:7.10 OM 3.png|600px|7.10 OM 3.png]]<br/> ''Conventional view of Enterprise Contract Management where obligations are viewed and managed in business silos''</div>
+Even at organizations where contracts are centrally managed, obligation fulfillment may still be fragmented across the organization. It is estimated that at large organizations, 2% of revenue is lost due to missed obligations. Some key concerns for the CxO or senior leadership include: Are we fulfilling all our obligations? Are we defaulting on any business/regulatory or statutory obligations?
-Consider this model to see how typical contract management leaves obligations siloed within departments, hindering visibility, tracking, and ultimately performance.&nbsp;
+These questions are impossible to answer if obligations are not centrally managed and are not linked to various contracts that the organization has signed.
-<div class="image-green-border">[[File:7.10 OM 3.png|720px|7.10 OM 3.png]]<br/> ''Figure 2: Conventional view of Enterprise Contract Management where obligations are viewed and managed in business silos''</div>
-Even at organizations where contracts are centrally managed, obligation fulfillment may still be fragmented across the organization. It is estimated that at large organizations, 2% of revenue is lost due to missed obligations.
-Therefore, the key questions that keep the CxO/senior leadership awake in the night are: Are we fulfilling all our obligations? Are we defaulting on any business/regulatory or statutory obligations?
+A McKinsey & Company study estimates leakage due to unfulfilled obligations at 2% in large enterprises. For an enterprise with $2 billion in annual spend, that adds up to $40 million a year. The identification and extraction of obligation is currently a human-vetted process, which is typically driven by the legal team and prone to human errors.
-That question is impossible to answer if obligations are not centrally managed and are not linked to various contracts that the organization has signed.&nbsp;
+Some of the key challenges faced by companies dealing with contractual obligations are:
-A McKinsey & Company study estimates leakage due to unfulfilled obligations at 2% in large enterprises. For an enterprise with $2 billion in annual spend, that adds up to $40 million a year. The identification and extraction of obligation is currently a human-vetted process, which is typically driven by the legal team and prone to human errors.&nbsp;<br/> <br/> Some of the key challenges faced by companies dealing with Contractual Obligations are:
 *A lack of insight and visibility into contractual obligations
-*Fail to discover obligations
+*Failure to discover obligations
-*A missed obligation can lead to costly litigation
+*Missing an obligation that can lead to a costly litigation
-*Unfulfilled obligation often strains business relationships and can cause reputational damage
+*Unfulfilling obligations that can strain business relationships and cause reputational damage
 *No defined workflow for completion of obligations and commitments&nbsp;
 *No clear ownership of responsibilities
-*Fail to gauge the implication of missed obligations
+*Failure to gauge the implications of missed obligations
 A new approach is an obligation centered on contract management. This approach extracts obligations from the ultimate source of truth that contracts are and centralizes them to improve visibility and performance.&nbsp;
-<div class="image-green-border">[[File:7.10 OM 4.png|720px|7.10 OM 4.png]]<br/> ''Figure 3: An obligation centered view to manage enterprise wide obligations''</div>
+<div class="image-green-border">[[File:7.10 OM 4.png|720px|7.10 OM 4.png]]<br/> ''An obligation centered view to manage enterprise wide obligations''</div>
+&nbsp;
 === The Solution Framework ===
-The ICI Obligation Management App, built on top of the Icertis Contract Intelligence (ICI) platform, enables companies to execute this vision to drive compliance at enterprise scale, thereby building and protecting brand trust and improving business outcomes and most importantly ensuring that the business is always compliant. The ICI Obligation App provides an integrated environment that identifies and extracts existing obligations, risks, commitments from different ICI signed contracts to make them manageable, trackable, inheritable and contract centric compliant.&nbsp;The flexible architecture and configurable design of the platform allow users to configure and run a variety of obligations to their logical fulfillment. Given that the Obligation Management app is built on ICI Platform, implementations can easily configure dashboards & reports to have all-up views on overdue obligations.
+The ICI Obligation Management app, built on top of the ICI platform enables companies to execute this vision to drive compliance at enterprise scale, thereby building and protecting brand trust, improving business outcomes and most importantly ensuring that the business is always compliant.
-<div class="image-green-border">[[File:7.10 OM 5.png|720px|7.10 OM 5.png]]<br/> &nbsp;</div>
+The app provides an integrated environment that identifies and extracts existing obligations, risks, commitments from different ICI signed contracts to make them manageable, trackable, inheritable and contract-centric compliant.
+The flexible architecture and configurable design of the platform allow users to configure and run a variety of obligations to their logical fulfillment. Given that the Obligation Management app is built on ICI Platform, implementations can easily configure dashboards and reports to have all-up views on overdue obligations.
+<div class="image-green-border">[[File:7.16OMSolutionFramework.png|720px|7.16OMSolutionFramework.png]]<br/> &nbsp;</div>
 === The Capabilities ===
@@ Line 83: / Line 85: @@
 **Automatically discover, extract, and setup obligations from any contract, through the power of artificial intelligence.&nbsp;<br/> &nbsp;
 *'''Flexible Setup & Creation of Obligations&nbsp;'''
-**Create manual / time-based fulfillments from the identified contractual obligation such that system triggers fulfillments at appropriate points in time to enforce compliance.<br/> &nbsp;
+**Create manual or time-based fulfillments from identified obligations such that the system triggers fulfillments at appropriate times to enforce compliance.
+**Automatically create obligations using the Obligation Library.&nbsp;
 *'''Rule-based Obligation Ownership'''
 **Assign obligations to both internal and external users and automatically handle reassignments due to transfers, departures, etc.&nbsp;
@@ Line 96: / Line 100: @@
 *'''Sophisticated Reporting & Analytics'''
 **Track and monitor overdue fulfillments.
 **Measure risk and compliance to deliver rolled-up insights across the enterprise.
+**Ability to slice and dice operational data on obligation compliance using Advanced Analytics (PowerBI).
 === The Examples ===
-This section provides a sneak peek into some examples of contractual obligations and how they can be managed on the ICI Obligation Management app. These examples are intended to build a deeper intuition on what contractual obligations/fulfillments are, how obligations and fulfillments differ, and understand these from a lens of real world contracts.
+This section provides a sneak peek into some examples of contractual obligations and how they can be managed on the ICI Obligation Management app. These examples are intended to build a deeper intuition on what contractual obligations/fulfillments are, how obligations and fulfillments differ, and understand these from a lens of real-world contracts.
 As you scan through the agreement/clause texts, one can recognize statements which enforce an action and ownership in the form of “X entity shall perform Y” kind of statements. These are typically referred to as the contractual obligations.
+<div class="note-box">'''Note:'''&nbsp;The following examples are masked for customer/end-user references.</div>
-The following examples are masked for customer/end-user references:
+''Example 1: Non-SLA Obligations''
+<div class="image-green-border">[[File:7.16OM-NonSLAObligations.png|720px|7.16OM-NonSLAObligations.png]]</div>
-''Example 1: Weekly SLA reports to track business/delivery performance.''
+''Example 2: SLA Obligations''
-<div class="image-green-border">&nbsp;[[File:7.10 OM SIP 1.PNG|720px|7.10 OM SIP 1.PNG]]<br/> ''Figure 4: An Excerpt from a SOW Agreement depicting the Weekly Reporting obligation in the Reporting clause''</div>
+<div class="image-green-border">[[File:7.16OM-SLAObligations.png|720px|7.16OM-SLAObligations.png]]</div>
-''Example 2: Background validation for resources working on the account.''<br/> <br/> For any typical Customer Offshore Development (ODC) scenario in a IT Services, the company has an obligation to ensure any resources working in this ODC/Customer Account shall go through background verification. This might be an obligation enshrined in the MSA or any of the ongoing SOW Agreements. The following are some of the scenarios:<br/> <br/> This is an ongoing obligation until the duration of the customer’s contract. The Obligation owner may choose to fulfill the obligation in a time-based fashion say at monthly frequency
+''Example 3: Deliverables''
+<div class="image-green-border">[[File:7.16OM-Deliverables.png|720px|7.16OM-Deliverables.png]]</div>
+''Example 4: Milestones''
+<div class="image-green-border">[[File:7.16OM-Milestones.png|720px|7.16OM-Milestones.png]]</div>
+''Example 5: Weekly SLA reports to track business/delivery performance.''
+<div class="image-green-border">&nbsp;[[File:7.10 OM SIP 1.PNG|720px|7.10 OM SIP 1.PNG]]<br/> &nbsp;</div> <div class="image-green-border">''Example 6: Background validation for resources working on the account.''<br/> <br/> For any typical Customer Offshore Development (ODC) scenario in a IT Services, the company has an obligation to ensure any resources working in this ODC/Customer Account shall go through background verification. This might be an obligation enshrined in the MSA or any of the ongoing SOW Agreements. The following are some of the scenarios:<br/> <br/> This is an ongoing obligation until the duration of the customer’s contract. The Obligation owner may choose to fulfill the obligation in a time-based fashion say at monthly frequency</div>
 *This is an ongoing obligation until the duration of the customer’s contract. The Obligation Owner may choose to fulfill the obligation in a time-based fashion, (such as monthly frequency).
 *The Obligation Owner OR Accountable Person(s) for this obligation is the SOW Owner (typically, Project/Delivery Manager).
 *The Fulfillment associated to this agreement would be owned by another function (such as HR). But, the Obligation Owner will certify of the Fulfillment is met or not.
 *The Fulfillment’s owners (HR in this example) will upload the Fulfillment Evidence in the form of a file or a zip which is approved by the Obligation Owner.
-<div class="image-green-border">''Example 3: Share Audit reports within XX days of notice.<br/> <br/> '''[[File:7.10 OM SIP 2.PNG|720px|7.10 OM SIP 2.PNG]]'''''</div>
+''Example 7: Share Audit reports within XX days of notice.<br/> <br/> '''[[File:7.10 OM SIP 2.PNG|720px|7.10 OM SIP 2.PNG]]'''''
 The obligation in this example is on the Company to furnish the Audit reports to the Customer within a stipulated time (10 business days) when asked. This is not a time-based obligation, but will be manually accepted upon the event when the Customer asks for it. The Audit report can be submitted.
 === The Benefits ===
-The key benefits of using the ICI Obligation Management App include the following:&nbsp;
+The key benefits of using the ICI Obligation Management app include:&nbsp;
-*Significantly reduced risks by complying with all obligations - Identify and execute any implicit or explicit promises, duties, and accountabilities&nbsp;
-*Reduced costs and contract turnaround time by automating the obligation lifecycle
-*Improved customer and supplier relationships
-*Better outcomes in contract negotiations and renewals
-*Improved recovery of financial compensation for unfulfilled counterparty obligations
-*Inherit obligation from the parent (MSA) to the child (SOW) to enforce compliance
-*Cascade obligation changes from the parent (MSA) to the child (SOW) to enforce compliance
+*Significantly reduced risks by complying with all obligations - identify and execute any implicit or explicit promises, duties and accountabilities.
+*Reduced costs and contract turnaround time by automating the obligation lifecycle.
+*Improved customer and supplier relationships.
+*Better outcomes in contract negotiations, renewals and other business decisions.
+*Improved customer-supplier relationships with ongoing engagement for managing obligations.
+*Advanced recovery of financial compensation for unfulfilled counterparty obligations.
+*Inherited obligation from the parent (MSA) to the child (SOW) to enforce compliance.
+*Cascaded obligation changes from the parent (MSA) to the child (SOW) to enforce compliance.
+*Intelligent management of contract performance with obligation performance tracking KPIs.
+<div class="image-green-border">[[File:7.16OM-Benefits.png|720px|7.16OM-Benefits.png]]</div>
 === ObligationAI, Obligation Management&nbsp;and Commitments ===
@@ Line 145: / Line 158: @@
 ''Example 1: Post Agreement Execution''<br/> <br/> The focus during this scenario is to ensure that the right set of obligations are discovered (either manually or with Obligation AI discovery) and thereafter managed through the complete lifecycle. In this scenario since the agreement is executed, the obligations are also agreed upon, hence the focus here is to ensure they are tracked through the Contract’s lifetime.
-<div class="image-green-border">&nbsp;[[File:7.10 OM 6.png|720px|7.10 OM 6.png]]<br/> ''Figure 5: We can see the post-agreement execution phases for obligation discovery & management. We also call out the typical user roles that are involved in the process.''<br/> <br/> ''Example 2: During Agreement Negotiation''<br/> <br/> The focus during this phase is to use Obligations to assist the Agreement negotiation phase. When the Agreement edits, the Agreement Team would like to analyze the impact of change with respect to the obligations entailed.</div> <div class="image-green-border">&nbsp;[[File:7.10 OM 7.png|720px|7.10 OM 7.png]]<br/> ''Figure 6: This depicts the Obligation discovery & triage along with the agreement negotiate phase''<br/> &nbsp;</div> <div class="note-box">'''Note''': You need to configure ObligationAI such that Obligations are discovered upon every edit/new version of the agreement to be able to see the impact on obligations.</div>
+&nbsp;[[File:7.10 OM 6.png|720px|7.10 OM 6.png]]<br/> We can see the post-agreement execution phases for obligation discovery & management. We also call out the typical user roles that are involved in the process.<br/> <br/> ''Example 2: During Agreement Negotiation''<br/> <br/> The focus during this phase is to use Obligations to assist the Agreement negotiation phase. When the Agreement edits, the Agreement Team would like to analyze the impact of change with respect to the obligations entailed.
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;[[File:7.10 OM 7.png|720px|7.10 OM 7.png]]<br/> ''This depicts the Obligation discovery & triage along with the agreement negotiate phase''<br/> &nbsp;</div> <div class="note-box">'''Note''': You need to configure ObligationAI such that Obligations are discovered upon every edit/new version of the agreement to be able to see the impact on obligations.</div>
 === <br/> The Obligation Management Workflow ===
@@ Line 156: / Line 171: @@
 *Fulfillment’s team is responsible for submitting the fulfillment evidence and send it for approval to the Obligation owner.
 *If the Fulfillment is not approved before the due date, the fulfillment turns to overdue.&nbsp;
-<div class="image-green-border">[[File:7.10 OM 8.png|720px|7.10 OM 8.png]]&nbsp;<br/> ''Figure 7: A typical Obligation Management Workflow''</div>
+<div class="image-green-border">[[File:7.16OM-OMWorkflow.png|720px|7.16OM-OMWorkflow.png]]</div>
 == Working with Obligations ==
@@ Line 164: / Line 179: @@
 The OM app is using the construct of the “Association of Association”. The obligation is an association to your Agreement. And Fulfillment is an association to the Obligation.
-<div class="image-green-border"><br/> [[File:7.10 OM 9.png|720px|7.10 OM 9.png]]&nbsp;<br/> ''Figure 8: Depicts the new entities introduced for ICI Obligation Management App''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': After you install the ICI Obligation Management App, you will be required to edit the configuration for the new entities (Obligation & Fulfillment) to suite your implementation requirements. In the following section we call out the recommended configuration (wherever applicable) to help you with Obligation Management implementation. </div>
+<div class="image-green-border"><br/> [[File:7.10 OM 9.png|720px|7.10 OM 9.png]]&nbsp;<br/> ''Depicts the new entities introduced for ICI Obligation Management App''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': After you install the ICI Obligation Management App, you will be required to edit the configuration for the new entities (Obligation & Fulfillment) to suite your implementation requirements. In the following section we call out the recommended configuration (wherever applicable) to help you with Obligation Management implementation. </div>
-=== <br/> The Out-of-the-Box Entity ===
+&nbsp;
-The ''ICIOMAppObligation'' entity is used to model Obligations. It uses the Associated Documents Contract Type and can be used to associate with the required agreements. The following sections will cover the out of box configuration, functional behavior and recommended the configuration for implementation teams.&nbsp;
+=== The Out-of-the-Box Entity ===
-<div class="note-box">'''Note''': Only system provided Contract Type can be used for Obligation Management.</div>
+The “ICMOMAppObligation” entity is used to model Obligations. It uses the “Associated Documents Contract Type” and can be used to associate with the required agreements. The following sections will cover the out-of-the-box configuration, functional behavior as well as the recommended configuration for implementation teams.&nbsp;
+<div class="note-box">'''Note''': Only system-provided Contract Types can be used for Obligation Management.</div>
 === Contract Types ===
-The Associated Document ''ICIOMAppObligation ''is seeded to track Obligations. It is expected that you will configure this seeded entity based on your implementation requirements.It is expected that you will configure this seeded entity to suite your implementation requirements.
+The Associated Document “ICMOMAppObligation” is seeded to track Obligations. It is expected that you will configure this seeded entity based on your implementation requirements.
-<div class="note-box">'''Note''': With the current release, we do not allow multiple configurations of Obligation/Fulfillments. Meaning you cannot create a new Associated Doc Contract Type and identify it for Obligation tracking.</div> <div class="image-green-border"><br/> [[File:7.10 OM 10.png|720px|7.10 OM 10.png]]<br/> ''Figure 9: After you install OM, the configuration for Obligation entity is deployed for the instance''</div>
+<div class="note-box">'''Note''': Multiple configurations of Obligation/Fulfillments are not allowed. So, you cannot create a new Associated Document Contract Type and identify it for Obligation tracking.</div> <div class="image-green-border"><br/> [[File:8.0-OM1.png|720px|8.0-OM1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The following table depicts the OM App Contract Types:</div>
+[[File:7.16OM-Table Contract Types.PNG|720px|7.16OM-Table Contract Types.PNG]]
 === Seeded Attributes ===
-The seeded attributes of ''ICIOMAppObligation'' are listed as per the categories below. Implementation teams can add new attributes for identifying, categorizing, tracking obligations as required.
+The seeded attributes of “ICMOMAppObligation” are listed as per the categories below. Implementation teams can add new attributes for identifying, categorizing and tracking obligations as required. Any attribute marked with a red asterisk '''<span style="color:#FF0000;"><span style="font-size:larger;">*</span></span>''' is MANDATORY for creating the Obligation instance.
-[[File:7.10 OM 11-2.png|720px|7.10 OM 11-2.png]]
+[[File:7.16OM-Table Obligation Attributes1.PNG|720px|7.16OM-Table Obligation Attributes1.PNG]]
+<div class="image-green-border">[[File:8.0-OM2-CreateOMAsso.png|720px|8.0-OM2-CreateOMAsso.png]]</div> <div class="image-green-border">&nbsp;</div>
+[[File:7.16OM-Table Obligation Attributes2.PNG|720px|7.16OM-Table Obligation Attributes2.PNG]]
+<div class="image-green-border">[[File:8.0-OM5-CreateOMAsso.png|720px|8.0-OM5-CreateOMAsso.png]]</div> <div class="image-green-border">&nbsp;</div>
+[[File:7.16OM-Table Obligation Attributes3.PNG|720px|7.16OM-Table Obligation Attributes3.PNG]]
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM6-Add functional team.png|720px|8.0-OM6-Add functional team.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">On clicking "Yes", the "Additional Fulfillment Owner" and the "Additional Fulfillment Approver" are displayed.</div> <div class="image-green-border"><br/> [[File:8.0-OM6.2-Add functional team.png|720px|8.0-OM6.2-Add functional team.png]]</div> <div class="image-green-border">&nbsp;</div>
+[[File:7.16OM-Table Obligation Attributes4.PNG|720px|7.16OM-Table Obligation Attributes4.PNG]]
+<div class="image-green-border">[[File:8.0-OM6.5-Performance-Tracking0.png|720px|8.0-OM6.5-Performance-Tracking0.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To select the field values click the search icon to the right of the field text box. A drawer opens, for example, the "Select KPI Category" drawer".&nbsp; The selected record (s) will be displayed at the bottom left.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Create-KPI-drawer.PNG|720px|8.0-OM-Create-KPI-drawer.PNG]]</div>
+&nbsp;
+<div class="image-green-border">[[File:8.0-OM7-Add functional team.png|720px|8.0-OM7-Add functional team.png]]</div>
+<br/> [[File:8.0-OM7.1-Add functional team.png|720px|8.0-OM7.1-Add functional team.png]]
-[[File:7.10 OM 12.png|720px|7.10 OM 12.png]]
+[[File:7.16OM-Table Obligation Attributes6.PNG|720px|7.16OM-Table Obligation Attributes6.PNG]]
+&nbsp;
+<div class="image-green-border">[[File:8.0-OM8-Add functional team.png|720px|8.0-OM8-Add functional team.png]]</div>
+&nbsp;
-[[File:7.10 OM 13.png|720px|7.10 OM 13.png]]<br/> ''* Attributes marked with asterisks are MANDATORY for creating the Obligation instance&nbsp;''
+[[File:7.16OM-Obligation AttributesMISSING.png|720px|7.16OM-Obligation AttributesMISSING.png]]
 === Association ===
-The ICI Obligation Management App is modeled on the Association of Association. The following association hierarchy exists.
+The ICI Obligation Management app is modeled on the Association of Association construct.
+The following Association hierarchy exists:
 *Agreement (Existing)
@@ Line 191: / Line 226: @@
 ***Associated to →&nbsp;Fulfillment Association
-It is expected for you to configure your existing Agreements to associate the Obligation Contract Type. We cover the details in ''Configuring your existing Agreement Contract Type to manage Obligations.''<br/> The following screenshot displays&nbsp;the Obligation’s association to Fulfillment which is seeded along with the app:
+It is expected for you to configure your existing Agreements to associate the Obligation Contract Type.
-<div class="image-green-border">[[File:7.10 OM 14.png|720px|7.10 OM 14.png]]<br/> &nbsp;<br/> For more information about Association, refer to the&nbsp;''ICI Obligation Management Configuration Guide''.</div>
+The following screenshot displays the Obligation’s association to Fulfillment, which is seeded along with the app:
+<div class="image-green-border">[[File:8.0-OM9-FullfilAsso.png|600px|8.0-OM9-FullfilAsso.png]]<br/> &nbsp;<br/> For more information about Association, refer to the “ICI Obligation Management Configuration Guide”.</div> <div class="image-green-border">&nbsp;</div>
 === Masterdata ===
-There&nbsp;three Masterdata Contract Types are seeded along with the ICI Obligation Management App:
+These are the Masterdata Contract Types seeded with the ICM Obligation Management app, and they are listed in the following per grouping based on their collective purpose and in the hierarchy in which the masters are consumed within each group:
-*ICIObligationManagementSettings&nbsp;
+[[File:7.16OM-Obligation Masterdata1.PNG|720px|7.16OM-Obligation Masterdata1.PNG]]
-*ICIOMAppLocationMaster
-*ICIOMAppPartyMaster
-These will be used by the ICI Obligation Management app for supporting future scenarios related to&nbsp;Location or Multi-party.&nbsp;
+[[File:7.16OM-Obligation Masterdata2.PNG|720px|7.16OM-Obligation Masterdata2.PNG]]
-=== Rules ===
+These will be used by the ICI Obligation Management app for supporting future scenarios related to Location or Multi-party.
+<div class="note-box">'''Note:''' Implementation teams will use ICI’s bulk utility to add these new masterdata in bulk, not manually going row by row.</div>
+The following table shows the Masterdata in the sequence that they are needed to be entered for obligation creation flow to proceed per configuration:
-The ICI Obligation Management App has seeded the following set of rules. &nbsp;The contract type ''ICIOMAppObligation'' is configured with the following ''Rules:''
+&nbsp;[[File:7.16OM-Obligation MasterdataSEQUENCE.PNG|720px|7.16OM-Obligation MasterdataSEQUENCE.PNG]]
-[[File:7.10 OM 15-2.png|720px|7.10 OM 15-2.png]]
+=== Rules ===
-The business rules that are critical to the flow of the application are now locked by the service users when deploying the Obligation Management application. This helps in preventing other users to unlock, edit and modify these rules, thus ensuring a smooth workflow.&nbsp;
+The ICI Obligation Management App has seeded the following set of rules. The contract type “ICMOMAppObligation” is configured with the following Rules:
-For more information about Rules, refer to the&nbsp;''ICI Obligation Management Configuration Guide''.
+[[File:7.16OM-Obligation Rules.PNG|720px|7.16OM-Obligation Rules.PNG]]
-&nbsp;
 === Notifications ===
 The ICI Obligation Management app has the following seeded notifications. Since the app is built on the ICI platform, implementation teams can configure notifications as required.
-<div class="image-green-border">[[File:7.10 OM 16.png|720px|7.10 OM 16.png]]<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 17.png|720px|7.10 OM 17.png]]</div>
+<div class="image-green-border">[[File:8.0-OM10-Notifications0.png|720px|8.0-OM10-Notifications0.png]]<br/> &nbsp;</div> <div class="image-green-border">There is a dedicated Notification Category for the ICI OM App – “Obligation Management Notifications”, and a seeded notification for fulfillment creation has also been added:</div>
-=== &nbsp;<br/> Recommended configuration to the Obligation Object ===
+*This is a seeded notification to notify fulfillment creations.
+*The notification is triggered and sent when a fulfillment gets created.
+*These notifications are sent to Fulfillment Owners.
-The recommended objects are the additional attributes provided along with the seeded attributes of ''ICIOMAppObligation'' to enhance the experience of The ICI Obligation Management app. Implementation teams can add new attributes for identifying, categorizing, tracking obligations as required.<br/> <br/> The following are some of the recommended attributes:<br/> <br/> [[File:7.10 OM 18.png|RTENOTITLE]]
+{|
+|-
+|
+[[File:7.16OM-Obligation Notifications2.PNG|720px|7.16OM-Obligation Notifications2.PNG]]
+|}
+'''Click '''the bell icon on&nbsp;the&nbsp;top right to view the "Notifications Dashboard".
+<div class="image-green-border">[[File:Bell icon1.PNG|220px|Bell icon1.PNG]]</div> <div class="image-green-border">
+The "Notifications Dashboard" displays&nbsp;notifications under the "Obligation Management Notifications".
+</div> <div class="image-green-border">[[File:8.0-OM-Notifications Dashboard.PNG|800px|8.0-OM-Notifications Dashboard.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+=== Default Column Search Changes ===
+The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of obligations on the index page. When a user searches for “Obligations”, the list of obligations displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each obligation:
+*Obligation Attributes
+**Business Status
+**Name
+**Party
+**End Date
+**Frequency
+**Obligation Type
+**Obligation Sub-Type
+**Fulfillment Owner(s)
+**Impact due to Non-Fulfillment
+**Metric
+**Unit of Measurement
+**Agreement Code
+**Created By
+<div class="image-green-border">[[File:8.0-OM11-Default-column-search.png|720px|8.0-OM11-Default-column-search.png]]</div>
 == Configuring your existing Agreement Contract Type to manage Obligations&nbsp; ==
-You can use your existing Agreements or configure new Agreements to manage obligations with ICI Obligation Management app. Let us now look into the configuring needed to your existing agreement contract type.&nbsp;<br/> <br/> For example, if your implementation already has an Agreement Contract Type say MSA, the following steps show how to edit your config to start managing obligations:<br/> <br/> 1. '''Click''' the ''Configuration'' tile on the Dashboard. The ''Configuration'' page opens.
+You can use existing agreements or configure new agreements to manage obligations with the ICI Obligation Management app. Let us now consider an example for configuring the existing agreement contract type.&nbsp;
-<div class="image-green-border">[[File:7.10 OM 19.png|720px|7.10 OM 19.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''Contract Types'' tile. The ''Configuration'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 20.png|340px|7.10 OM 20.png]]<br/> &nbsp;<br/> 3. '''Select''' the Agreement Contract Type where you want to configure obligations. For example, ''MSA''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 21.png|720px|7.10 OM 21.png]]<br/> &nbsp;<br/> 4. '''Click''' the ''View Record'' icon. The ''Contract Type Details'' page opens.<br/> 5. '''Click''' ''Edit''. The ''Edit Contract Type'' page opens.<br/> 6. '''Click''' ''Next''.&nbsp;<br/> 7. '''Toggle''' ''Yes'' in the ''Allow Third Party Paper'' field.<br/> 8. '''Toggle''' ''Yes'' in the ''Allow Clause Assembly'' field.<br/> 9. '''Toggle''' ''Yes'' in the ''Allow Copy With Associations'' field.<br/> 10. '''Click''' ''Next''. The ''Attributes'' tab opens.<br/> 11. '''Select''' the attributes as per your requirement. &nbsp;<br/> 12. '''Click''' ''Next''. The ''Association'' tab opens.<br/> 13. '''Click''' the ''plus'' icon to add an association. The ''Add Association'' section opens.<br/> 14. To inherit obligation, you need to select ''Obligation'' as Associated Contract Type. &nbsp;<br/> 15. '''Enter''' a name in the ''Association Name'' field. For example, ''Obligation''.&nbsp;<br/> 16. '''Select''' ''Obligation'' from the ''Associated Contract Type'' drop-down.&nbsp;<br/> 17. '''Toggle''' ''Yes'' in the ''Allow Inheritance'' field.<br/> 18. '''Toggle''' ''Yes'' in the ''Multiple Inheritance'' field.<br/> 19. '''Click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 22.png|720px|7.10 OM 22.png]]<br/> &nbsp;<br/> 20. '''Click''' ''Next''. The ''Display Preference'' tab opens.<br/> 21. '''Enter''' the details in the remaining tabs such as ''Display Preference'', ''Team'' and ''Verify''.<br/> 22. '''Click''' ''Update''. The contract type ''MSA'' is updated with Obligation as Associated Contract Type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 23.png|720px|7.10 OM 23.png]]<br/> &nbsp;<br/> 23. '''Click''' ''Publish'' to publish the Agreement Contract Type.</div>
+To edit the existing Agreement Contract Type to manage obligations:
+. '''Click''' the “Configure" tile or menu on the top, and select the “Contract Types” option. The Contract Types index page opens.
+<div class="image-green-border">[[File:8.0-OM12-CT-menu.png|720px|8.0-OM12-CT-menu.png]]<br/> &nbsp;<br/> 2. '''Select''' the Agreement Contract Type where you want to configure obligations. For example, "OM Basic Agreement".</div> <div class="image-green-border">3. '''Click''' the View Details&nbsp;eye icon on the right. The Contract Type Details page opens.<br/> 4. '''Click'''&nbsp;"Edit" on the top right. The "Edit" page opens with "Details" tab.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-CT-Edit.PNG|720px|8.0-OM-CT-Edit.PNG]]</div> <div class="image-green-border"><br/> 5. '''Toggle'''&nbsp;"Yes" in the "Allow Third Party Paper" field.<br/> 6. '''Toggle'''&nbsp;"Yes" in the "Allow Clause Assembly" field.<br/> 7. '''Toggle'''&nbsp;"Yes" in the "Allow Copy With Associations" field.<br/> 8. '''Click'''&nbsp;"Next". The "Attributes" tab opens.<br/> 9. '''Select''' the attributes as per your requirement. &nbsp;<br/> 10. '''Click'''&nbsp;"Next". The "Association" tab opens.<br/> 11. '''Click'''&nbsp;"Add Association" to add an association. The "Add Association" pane appears on the right.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-CT-Edit-Association.PNG|720px|8.0-OM-CT-Edit-Association.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">12. '''Enter''' a name in "Association Name". For example, "Obligation".&nbsp;<br/> 13. '''Select'''&nbsp;"Obligation" from the "Associated Contract Type" dropdown.&nbsp;<br/> 14. '''Toggle'''&nbsp;"Yes" in the "Allow Inheritance" field.<br/> 15. '''Toggle'''&nbsp;"Yes" in the "Multiple Inheritance" field.<br/> 16. '''Click'''&nbsp;"Save" on the top right.</div> <div class="image-green-border">17. '''Click'''&nbsp;"Next". The "Display Preference" tab opens.<br/> 18. '''Enter''' the details in the remaining tabs such as Display Preference, Team, and Verify.<br/> 19. '''Click'''&nbsp;"Update". The contract type&nbsp;is updated with Obligation as Associated Contract Type.</div> <div class="image-green-border">20. '''Click'''&nbsp;"Publish" to publish the Agreement Contract Type.</div>
+== Navigating through the Obligation Management App ==
+There is a dedicated Obligation Management navigation tile, which acts as the quintessential entry point to triage and monitor all obligations and fulfillments, and track obligation compliance, with the help of the following options:
+*Dashboard
+*All Obligations
+*All Fulfillments
+*My Fulfillments
+<div class="image-green-border">[[File:8.0-OM14-menu.png|360px|8.0-OM14-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The default landing page or Home page of the Obligation Management App will display the&nbsp;App specific KPIs and dashboard widgets.</div>
+&nbsp;
+=== Navigating the Dashboard ===
+This is the obligation dashboard displaying a comprehensive report view of obligations and fulfillments across various analytics. To go to the Dashboard:
+.&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
+<div class="image-green-border">2.&nbsp;'''Click '''“Dashboard”. The OM Dashboard will open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Compliance-Dashboard.PNG|800px|8.0-OM-Compliance-Dashboard.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The “Compliance Dashboard” link will be visible to all users who have at-least View access to either Obligation or Fulfillment seeded contract types.</div>
+=== Navigating All Obligations ===
+This opens up the list view of Obligations per the predefined saved search displaying all the existing obligations in the app.
+To go to “All Obligations”:
+.&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
+<div class="image-green-border">2.&nbsp;'''Click '''“All Obligations”. The Obligations index page will open, listing all obligations. You can filter the obligations using the "Refine View" collapsible panel on the left. You can sort and wrap the text of the column by clicking the arrow and hamburger icon respectively in the column heading.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1omapp1.png|800px|8.1omapp1.png]]</div> <div class="image-green-border">&nbsp;</div>
+&nbsp;
+=== Navigating All Fulfillments ===
+This opens up the list view of Fulfillments per the predefined saved search displaying all the existing fulfillments in the app.
+To go to&nbsp;“All Fulfillments”:
+.&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
+<div class="image-green-border">2.&nbsp;'''Click '''“All Fulfillments”.&nbsp;The Fulfillments index page will open, listing all fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1omapp2.png|800px|8.1omapp2.png]]</div>
+=== Navigating My Fulfillments ===
+These are the user-specific fulfillments that a user is directly involved in or assigned with as part of their tasks, being a member of the team/s with specific role/s. The Fulfillment Owner or Fulfillment Approver, who is part of the team for a fulfillment record, will see their respective list of fulfillments, per their role, through this tile option.
+To navigate through “My Fulfillments”:
+.&nbsp;'''Click the&nbsp;'''“Obligations” navigation tile or menu on the top.
+<div class="image-green-border">2.&nbsp;'''Click '''“My&nbsp;Fulfillments”. The index page opens listing fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-16-My-Fulfillments.PNG|720px|8.0-OM-16-My-Fulfillments.PNG]]</div>
 == Creating an Obligation for an Agreement ==
 To create an agreement with an obligation:
-. '''Click''' the Agreement Management tile on the Dashboard. The Agreement Management page opens.&nbsp;
+. '''Click'''&nbsp;the "Agreements" navigation tile or menu on the top. The "Agreements” index page opens. '''Click '''"Create" on the top right. The “Create Agreement” page opens.<br/> 2. '''Select''' the Contract Type Name. For example, "OM Basic Agreement".<br/> 3. '''Select "'''Own" in the "Type Of Paper" dropdown.<br/> 4. '''Click "'''Next". The Attributes page opens.<br/> 5. '''Enter '''the details in the remaining tabs to the "Verify" page.&nbsp;<br/> 6. '''Click "'''Create and Publish".
-<div class="image-green-border">[[File:7.10 OM 24.png|720px|7.10 OM 24.png]]<br/> &nbsp;<br/> 2. '''Click''' the Create Agreement tab. The Create Agreement page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 25.png|720px|7.10 OM 25.png]]<br/> &nbsp;<br/> 3. '''Enter''' all the details on the Create Agreement page. For example, ''MSA_OM.''<br/> 4. '''Select''' Own in the Type Of Paper drop-down.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 26.png|720px|7.10 OM 26.png]]<br/> &nbsp;<br/> 5. '''Click''' Next. The Attributes tab opens.<br/> 6. '''Enter''' the details in the remaining tabs to take it to Verify step.<br/> 7. '''Click''' Create and Publish. The Draft page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Obligation&nbsp;''created is displayed as shown in the screenshot below:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 27.png|720px|7.10 OM 27.png]]<br/> &nbsp;</div>
+The Obligation created is displayed as shown in the screenshot below. The "Obligations" tab is displayed in the left collapsible navigation pane with the count of Obligations shown beside "Manage".
+<div class="image-green-border">[[File:8.0-OM-Create-OM.PNG|720px|8.0-OM-Create-OM.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">An obligation can have multiple fulfillments. Users can create the following types of obligations:</div>
+*Scenario 1: Time-based Obligation and Time-Based Fulfillment
+*Scenario 2: Time-based Obligation and Manual Fulfillment
+*Scenario 3: Manual Obligation and Manual Fulfillment&nbsp;
 === Creating an Obligation with Time-Based Fulfillment ===
-To create a Time-Based Fulfillment:<br/> <br/> 8. '''Click''' the ''Add icon'' to create an obligation. &nbsp;The ''Create Association – Obligation'' page opens.<br/> 9. '''Enter''' a name for the obligation. For example, ''SAAS obligation''.<br/> 10. '''Enter''' the ''Description'' as per requirement.<br/> 11. '''Select''' a location from the Location dropdown.&nbsp;<br/> 12. '''Select''' a party in the Multi Party dropdown.<br/> 13. The ''Allow Inheritance'' field is already toggled to ''Yes''. This allows the inheritance of approved obligations from the parent agreement to the child agreement. For example, ''MSA_OM'' to ''SOW_OM''.<br/> 14. The Allow Fulfillment Tracking field is already toggled to Yes. This allows the system to track fulfillment instances.<br/> 15. '''Select''' ''Manual'' or ''Time-Based'' in the ''Frequency Type'' dropdown as per your requirement. For example, ''Time-Based''. By setting it ''Time-Based'' will allow the system to instantiate the fulfillments at the set frequency and by setting it Manual user should manually add fulfillments to the obligation.&nbsp;<br/> 16. '''Select''' the ''fulfillment frequency'' in the ''Frequency ''dropdown. For example, ''Weekly''. This will instantiate the fulfillment weekly.&nbsp;
+To create a Time-Based Fulfillment:
-<div class="note-box">'''Note''': You can set the following frequency: One Time, Weekly, Fortnightly, Monthly, Once in 2 Months, Quarterly, Semi-Annual, Annual and Once in 2 Years.&nbsp;</div>
-. '''Select''' a date in the ''1st Fulfillment’s Due Date'' field. For example,&nbsp;''December 16th, 2019''. This date indicates that if fulfillment is not approved until its due date, it will move to the overdue state.<br/> 18. '''Select''' a date in the ''Overdue Buffer Days'' field. For example, ''2''. This date indicates the number of days that will be treated as a buffer after the due date. The system won’t treat a fulfillment as overdue during the buffer period.
-<div class="note-box">'''Note''':<br/> * The ''Extended Due date'' field is automatically extended by 2 based on the ''Due Date. ''In this example, it is extended till ''December 18, 2019.&nbsp;''The ''Extended&nbsp; &nbsp; &nbsp;Due Date'' is the summation of 1st Fulfillment’s ''Due Date'' and the value of ''Overdue Buffer Days''.<br/> * The system will treat a fulfillment as overdue after the extended due date is over.</div>
-. '''Select''' a date in the ''End date'' field. For example, December 19, 2019. This date indicates the end date for fulfillment.<br/> 20. '''Select''' a file in the File Path field.<br/> 21. '''Select''' a POC in the Responsible POC dropdown.&nbsp;
-The obligation is created with a ''Weekly&nbsp;''fulfillment as shown in the screenshot below:
+.&nbsp;'''Click '''the plus icon on the right of "Manage" under the "Obligations" section in the left navigation pane. The "Create Association" page opens.<br/> 2.&nbsp;'''Enter '''the “Name” for the obligation.<br/> 3.&nbsp;'''Enter '''the “Obligation Details” and Description.<br/> 4.&nbsp;'''Select '''“Obligation Type” from the dropdown.&nbsp;<br/> 5.&nbsp;'''Select '''“Obligation Sub-Type” from the dropdown.
-<div class="image-green-border">[[File:7.10 OM 28.png|720px|7.10 OM 28.png]]<br/> &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': An obligation can have multiple fulfillments. Users can create the following types of obligations: &nbsp;<br/> * Time-based Obligation & Time-Based Fulfillment<br/> * Time-based Obligation & Manual Fulfillment<br/> * Manual Obligation & Manual Fulfillment</div>
+<div class="image-green-border">[[File:8.0-OMapp 1.png|720px|8.0-OMapp 1.png]]</div> <div class="image-green-border"><br/> 6.&nbsp;'''Select '''the owning party from the “Party” dropdown.<br/> 7.&nbsp;'''Select '''the Business Unit from the “Business Unit” dropdown. Based on the Business Unit selected, the following fields get filled out as per seeded masterdata values per the seeded masters - Functional Team, User Role, Fulfillment Owner(s), and Fulfillment Approver(s).<br/> 8.&nbsp;'''Set '''the “Additional Users for Fulfillment” as “Yes” or “No”. If it is “Yes”:<br/> &nbsp; &nbsp; a.&nbsp;Fill out “Additional Fulfillment Owner”<br/> &nbsp; &nbsp; b.&nbsp;Fill out “Additional Fulfillment Approver”</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM6-Add functional team.png|720px|8.0-OM6-Add functional team.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">On clicking "Yes" for "Additional Users for Fulfillment", the "Additional Fulfillment Owner" and the "Additional Fulfillment Approver" are displayed.</div> <div class="image-green-border"><br/> [[File:8.0-OM6.2-Add functional team.png|720px|8.0-OM6.2-Add functional team.png]]</div> <div class="image-green-border"><br/> 9.&nbsp;'''Select '''“KPI Category” from the dropdown.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM6.5-Performance-Tracking0.png|720px|8.0-OM6.5-Performance-Tracking0.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">If no category is present, click the search icon, a drawer "Select KPI Category" opens. You can select or search and add a new category if not present. The selected records will be displayed at the bottom left.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Create-KPI-drawer.PNG|720px|8.0-OM-Create-KPI-drawer.PNG]]</div> <div class="image-green-border"><br/> 10.&nbsp;'''Select '''“Metric” from the dropdown.<br/> 11.&nbsp;'''Fill in&nbsp;'''other relevant KPI fields.</div> <div class="image-green-border">12.&nbsp;'''Select '''“Impact due to Non-Fulfillment” as “Low”, “Medium” or “High”.<br/> 13.&nbsp;'''Select '''“Financial Impact due to Non-Fulfillment” as “Yes” or “No”. If “Yes” is selected:<br/> &nbsp; &nbsp; &nbsp;a.&nbsp;Enter “Quantitative Assessment of Impact”.</div> <div class="image-green-border">14.&nbsp;'''Select '''the “Frequency Type” from the dropdown. For example, “Time-Based”.</div> <div class="note-box">'''Note:''' Selecting the Time-Based Frequency Type will instantiate the fulfillments at the set frequency, and selecting the Manual Frequency Type will let users manually add fulfillments.</div>
-&nbsp;
+.&nbsp;'''Select '''the fulfillment frequency in the Frequency dropdown, for example, “Monthly”.
+<div class="note-box">'''Note:''' You can set the following frequency: “One Time”, “Weekly”, “Fortnightly”, “Monthly”, “Once in 2 Months”, “Quarterly”, “Semi-Annual”, “Annual” and “Once in 2 Years”.</div>
+. '''Select''' a date value from the "Select Due Date From" dropdown list.
+<div class="image-green-border">[[File:AutoOb-Date Range.png]]</div>
+.&nbsp;'''Select '''a date in the “1st Fulfillment’s Due Date” field.
-=== To create an Obligation with Manual Fulfillment&nbsp; ===
+. Similarly, as explained in step 16, '''Select''' a date value from the "Select End Date From" dropdown list.
-Follow the steps from 9 to 17 mentioned in the section ''Creating an Obligation with Time- Based Fulfillment'' and then do the following:&nbsp;<br/> <br/> 1. '''Select''' ''Manual ''in the ''Frequency Type'' dropdown as per your requirement.&nbsp;<br/> 2. '''Select''' a date in the ''End date'' field. For example, ''December 16th''.&nbsp;<br/> 3. '''Select''' a file in the ''File Path'' field.<br/> 4. '''Select''' a POC in the ''Responsible POC'' dropdown.
+.&nbsp;'''Select '''a date in the “End Date” field. This date indicates the end date for fulfillment.
-<div class="image-green-border">&nbsp;[[File:7.10 OM 29.png|720px|7.10 OM 29.png]]<br/> &nbsp;<br/> 5. '''Click''' ''Create''. The obligation is created with fulfillment.</div>
+<div class="note-box">'''Note''': The Extended Due Date field is automatically extended by 2 based on the Due Date. The Extended Due Date is the summation of the 1st Fulfillment’s Due Date and the value of Overdue Buffer Days. The system will treat a fulfillment as overdue after the extended due date is over.&nbsp;</div>
+.&nbsp;'''Set '''the “Allow Inheritance” field to “Yes”. This allows the inheritance of approved obligations from the parent agreement to the child agreement. For example, MSA_OM to SOW_OM.
+.&nbsp;'''Set '''the “Allow Fulfillment Tracking” field to “Yes”. This allows the system to track fulfillment instances.
+.&nbsp;'''Select '''a file in the “File Path” field.&nbsp;The obligation is now created with a Monthly fulfillment.
+<div class="image-green-border">[[File:8.0-OMapp 2.png|600px|8.0-OMapp 2.png]]</div> <div class="image-green-border">&nbsp;</div>
+=== Creating&nbsp;an Obligation with Manual Fulfillment&nbsp; ===
+Follow the steps from 1 to 13 mentioned in the section Creating an Obligation with Time-Based Fulfillment and then do the following:&nbsp;&nbsp;
+.&nbsp;'''Select '''“Manual” in the “Frequency Type” dropdown.
+<div class="image-green-border">[[File:8.0-OM21-Agreement-Manage4.png|600px|8.0-OM21-Agreement-Manage4.png]]</div> <div class="image-green-border"><br/> 2. '''Select '''"Overdue Buffer Days".&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Select '''a date in the “End Date” field.&nbsp;</div> <div class="image-green-border">Under the "Configuration Parameter" section,<br/> 1.&nbsp;'''Set '''the “Allow Inheritance” field to “Yes”.<br/> 2.&nbsp;'''Set '''the “Allow Fulfillment Tracking” field to “Yes”.<br/> 3.&nbsp;'''Select '''a file in the “File Path” field.&nbsp;</div> <div class="image-green-border">4. '''Click'''&nbsp;“Create”. The obligation is created with fulfillment.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Obligations count shown beside "Manage" in the left pane is incremented. '''Click '''"Manage" and the Obligations are&nbsp;listed in the right pane. '''Click '''eye icon to view the details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM23-Agreement-Manage6.png|720px|8.0-OM23-Agreement-Manage6.png]]</div> <div class="image-green-border">&nbsp;</div>
+=== Creating&nbsp;Obligations in Pre-approved state ===
+You can create Obligations in pre-approved state. A new script attribute “Require Approval” (“ICMOMAppRequireApproval”) is added to “ICMOMAppObligation” Contract Type is added to govern the create and update obligation workflow.
+To create a pre-approved obligation, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; Open the Agreements index page using the “Agreements” tile on the Home page.
+.&nbsp;&nbsp;&nbsp; From the list of Agreements, open the Agreement details page.
+.&nbsp;&nbsp;&nbsp; In the navigation menu, locate “Obligations” option and click “Create Obligation” (+ icon) next to “Manage” to create a new Obligation. The “Create Obligation” page opens.
+.&nbsp;&nbsp;&nbsp; Enter the obligation details as required under the relevant sections.
+.&nbsp;&nbsp;&nbsp; Configure the attribute “Require Approval” to “False”. If you select this attribute to “True” then pre-approved obligations will not be created.
+When creating an Obligation, the status is defined based on state of the attribute, as shown in the following table:
+<div class="image-green-border">[[File:8.1omapp3.PNG|720px|8.1omapp3.PNG]]</div>
+Similarly, when updating an Obligation, the status is defined based on the “Stay in Approved On Edit” attribute, as shown in the following table:
+<div class="image-green-border">[[File:8.1omapp4.PNG|720px|8.1omapp4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note:''' For Update action, “Stay in Approved On Edit” attribute continues to function as in the earlier releases.</div>
+.&nbsp;&nbsp;&nbsp;&nbsp; Save the details. Notice that “Business Status” of the Obligation just created to set to “Approved”.
+</div>
 === Approving Obligations ===
-You can send the Obligation for approval as described in the following steps:<br/> <br/> 1. '''Click''' ''Send For Approval'' for the selected Obligation.&nbsp;&nbsp;<br/> 2. If the configured obligation is time-based, upon approval, the system generates the first instance of the Fulfillment.&nbsp;
+You can send the “Obligation” for approval as described in the following steps:<br/> <br/> 1. '''Click''' “Send For Approval” for the selected Obligation.<br/> &nbsp; &nbsp;a.&nbsp;If the configured obligation is time-based, upon approval, the system generates the first instance of the Fulfillment.<br/> &nbsp; &nbsp;b.&nbsp;The Obligation’s Team can be configured for the approver’s role. When the Obligation is sent for approval, it will create an approval task to the approvers on its Team.
-<div class="image-green-border">[[File:7.10 OM 30.png|720px|7.10 OM 30.png]]<br/> &nbsp; &nbsp;<br/> 3. The ''Obligation’s Team&nbsp;''can be configured for the approver role. When the ''Obligation ''is sent for approval, it will create an approval task to the approvers on its Team.<br/> '''&nbsp;'''</div> <div class="note-box">'''Note''':&nbsp;Unless the obligation is approved, the user cannot create Fulfillment instances.&nbsp;</div>
+<div class="image-green-border">[[File:8.0-OM24-Agreement-OMAsso-Approval.png|720px|8.0-OM24-Agreement-OMAsso-Approval.png]]</div> <div class="image-green-border">
+.&nbsp;&nbsp; &nbsp;'''Click''' “Yes” (or “No”) to confirm.
+'''&nbsp;'''</div> <div class="note-box">'''Note''':&nbsp;Unless the obligation is approved, the user cannot create Fulfillment instances.&nbsp;</div>
+The obligation is now approved with the official status being displayed as “Approved”.
+<div class="image-green-border">[[File:8.0-OM25-Agreement-OMAsso-Approval.png|720px|8.0-OM25-Agreement-OMAsso-Approval.png]]</div>
 &nbsp;
-=== Applying Hold on Obligation&nbsp; ===
+=== Putting Obligations On Hold&nbsp; ===
+If for some business reason, for a given obligation, it is required to hold some fulfillment instances, you can set the Obligation on Hold. This will prevent creating new fulfillment instances during the period of hold. You can set the expiry date of the hold using the Hold Expiry Date attribute.
+<div class="note-box">'''Note''': When you put an Obligation on hold, any fulfillment that is not Approved will be marked Cancelled and will not be used to calculate overdue fulfillments.</div>
+To apply a hold on an obligation:&nbsp;<br/> <br/> 1. '''Click '''"Hold". The “Add&nbsp;Note - Hold” drawer&nbsp;opens.
+<div class="image-green-border">[[File:8.0-OM26-Agreement-OMAsso-Hold.png|720px|8.0-OM26-Agreement-OMAsso-Hold.png]]<br/> &nbsp;<br/> 2. '''Enter''' a Hold Note.</div> <div class="image-green-border">3. '''Select '''"Reason Code" and&nbsp;&nbsp;"Hold Expiry Date".<br/> 3. '''Click'''&nbsp;"Add".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Create-OM-on hold.PNG|720px|8.0-OM-Create-OM-on hold.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The obligation will thence go “On Hold”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' You can hold an Obligation based on the default Role Action Mapping. You can hold an Obligation at “Draft”, “Waiting For Approval” and “Approved” states.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM26.2-Agreement-OMAsso-Hold.png|720px|8.0-OM26.2-Agreement-OMAsso-Hold.png]]</div>
+&nbsp;
-You can hold the ''Obligation ''based on default ''Role Action Mapping''. You can hold an ''Obligation'' at ''Draft'', ''Waiting For Approval'', and ''Approved ''states.<br/> <br/> If for some business reason, for a given obligation, it is required to hold some fulfillment instances, you can set the Obligation on Hold. This will prevent creating new fulfillment instances during the period of the hold. You can set the expiry date of the hold using the ''Hold Expiry Date'' attribute.<br/> &nbsp;
-<div class="image-green-border">[[File:7.10 OM 31.png|720px|7.10 OM 31.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': When you put an ''Obligation ''on hold, any fulfillment that is not ''Approved'' will be marked ''Cancelled'' and will not be used to calculate overdue fulfillments.</div>
-To apply a hold on an obligation:&nbsp;<br/> <br/> 1. '''Click''' ''Hold''. The ''Association Hold Note'' window opens.
-<div class="image-green-border">[[File:7.10 OM 32.png|720px|7.10 OM 32.png]]<br/> &nbsp;<br/> 2. '''Enter''' a ''Hold Note''.&nbsp;<br/> 3. '''Select''' the appropriate ''Reason Code''.&nbsp;<br/> 4. '''Select''' a ''Hold Expiry Date''. For example, ''18/12/2019''. The ''obligation'' gets released from hold on this day.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 33.png|720px|7.10 OM 33.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': Hold has a temporary nature used basically to hold fulfillments for a given period than cancelling the Obligation permanently. If you wish to cancel the ''Obligation'', you need to withdraw the obligation (mentioned in the following section).</div>
-. '''Click''' ''Add''. The fulfillment state changed to the ''Cancelled'' state. All fulfillments that are NOT approved will be cancelled.<br/> &nbsp;
-<div class="image-green-border">[[File:7.10 OM 34.png|720px|7.10 OM 34.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Releasing the Hold ===
-You can release the hold before the Hold Expiry Date by clicking the Release Hold date.<br/> &nbsp;<br/> 6. '''Click '''the ''Release Hold ''button. The ''Association Release Hold window'' opens.
+You can release the hold before the “Hold Expiry Date” by clicking the “Release Hold” button.
-<div class="image-green-border">[[File:7.10 OM 35.png|720px|7.10 OM 35.png]]<br/> <br/> 7. '''Enter''' a hold note.&nbsp;<br/> 8. '''Select''' the appropriate ''Reason Code''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 36.png|720px|7.10 OM 36.png]]<br/> <br/> 9. '''Click''' Add. &nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 37.png|720px|7.10 OM 37.png]]<br/> &nbsp;<br/> The status changes to ''Approved''. The Obligation goes back to the previous state before it went on Hold. As seen in the above picture, that instance of Obligation went back to Approved state.&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': After releasing a hold, if the user approves the Obligation or the Obligation was already approved, the future applicable Fulfillment instances will be triggered at the configured frequency.</div>
+<div class="image-green-border">[[File:8.0-OM26.3-Agreement-OMAsso-ReleaseHold.png|720px|8.0-OM26.3-Agreement-OMAsso-ReleaseHold.png]]</div>
-=== Applying&nbsp;Withdraw on Obligation ===
+.&nbsp;'''Click&nbsp;&nbsp;'''“Release Hold” on the top right. The "Add Note -&nbsp;Release Hold" drawer opens.
+.&nbsp;'''Enter '''a hold note.
+.&nbsp;'''Select '''the appropriate “Reason Code”.&nbsp;
+.&nbsp;'''Click '''“Add”.
+The Obligation goes back to the previous state before it went on hold.
+<div class="note-box">'''Note''': After releasing a hold, if the user approves the Obligation or the Obligation was already approved, the future applicable Fulfillment instances will be triggered at the configured frequency.</div>
+=== Applying to Withdraw on Obligation ===
+You can withdraw an obligation to send the obligation to the "Withdrawn" state and all user actions are removed.
+To withdraw an Obligation:
+. '''Click'''&nbsp;"Withdraw". The "Add Note - Withdraw" drawer opens.
+<div class="image-green-border">[[File:8.0-OM27-Agreement-OMAsso-Withdraw.png|720px|8.0-OM27-Agreement-OMAsso-Withdraw.png]]</div> <div class="image-green-border"><br/> 2. '''Enter''' a withdrawal note.&nbsp;<br/> 3. '''Select''' the appropriate Reason Code.&nbsp;<br/> 4. '''Click'''&nbsp;"Add". The obligation will be withdrawn.&nbsp;After the obligation is withdrawn, all its fulfillments that were not approved will be canceled.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM27.1-Agreement-OMAsso-Withdraw.png|720px|8.0-OM27.1-Agreement-OMAsso-Withdraw.png]]</div> <div class="image-green-border">&nbsp;</div>
+=== Reassigning&nbsp;User in&nbsp;Obligations ===
+As a standard ICI platform capability, to replace users at the associated document level. User can be replaced in the following ways:
+*One can replace the user at the Obligation and Fulfillment record level.
+*User can also be replaced in bulk, at the system level, which is applicable to all Associated Documents, including Obligations and Fulfillments, replacing, say, “User 1” with “User 2”.
+You can replace a user in Obligation from the Team tab.
-You can withdraw an obligation to send the obligation to Withdraw state and all user actions are removed.
+.&nbsp;'''Click '''"Team". The "Team" is opened on the right.
+<div class="image-green-border">[[File:8.0-OM28-Agreement-OMAsso-Reassign.png|800px|8.0-OM28-Agreement-OMAsso-Reassign.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Click '''"Reassign",&nbsp;the "Reassign User"&nbsp;drawer opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+[[File:8.0-OM28.1-Agreement-OMAsso-Reassign.png|800px|8.0-OM28.1-Agreement-OMAsso-Reassign.png]]<br/> &nbsp;<br/> 3. '''Select''' the User. If you can't find the user, search it from the "Refine View" left pane. Enter the categories you want to search.<br/> 4. '''Enter'''&nbsp;"Add Note".<br/> 5. '''Click '''"Reassign",&nbsp;the user is reassigned.
-To withdraw an ''Obligation'':<br/> <br/> 1. '''Click''' ''Withdraw''. The ''Association Withdraw'' window opens.<br/> 2. '''Enter''' a withdraw note.&nbsp;<br/> 3. '''Select''' the appropriate ''Reason Code''.&nbsp;<br/> 4. '''Click''' ''Add''.
+== Creating an Obligation from an existing Association ==
-<div class="image-green-border">[[File:7.10 OM 38.png|720px|7.10 OM 38.png]]<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 39.png|720px|7.10 OM 39.png]]<br/> &nbsp;<br/> The obligation is withdrawn and all its fulfillments that are not previously Approved will get Cancelled.<br/> &nbsp;</div> <div class="image-green-border">[[File:7.10 OM 40 gr action 1.png|720px|7.10 OM 40.png]]<br/> &nbsp;</div>
-=== Replacing User in&nbsp;Obligations ===
-You can replace a user in Obligation in the ''Team ''tab.<br/> 1. '''Click''' ''Team''. The ''Add Team'' window opens.<br/> 2. '''Click''' ''Replace User''.&nbsp;
+Many of the source Associations such as SLAs, Deliverables, and so on are typically used to track Contracts. There can be a need to convert a record of such Associations to Obligations because the source Association is of a specific type that does not have the Obligation workflow to track.&nbsp;<br/> To track the compliance of such SLAs or Deliverables you need a seamless way to convert these records into Obligations in the post-execution stage. This enables a faster Obligation creation as you do not need to enter the data manually when creating a new Obligation.
-<div class="image-green-border">[[File:7.10 OM 41.png|720px|7.10 OM 41.png]]<br/> &nbsp;<br/> 3. '''Select''' the User.<br/> 4. '''Enter''' ''Comments''.<br/> 5. '''Select''' the ''Reason Code''.<br/> 6. '''Click''' ''Add''. The user is replaced.</div>
-== Integrating&nbsp;Obligation AI with Obligation ==
-Discovering obligations is the critical step to start Obligation Management lifecycle. Especially when there are hundreds of obligations in agreement, manually having to discover, triage, and create Obligations is a humanly exhaustive process.
+Creating an Obligation, in this case, has the following two scenarios:
-Users can now track and manage Obligations for a given agreement using Obligation AI and Obligation Management for a seamless experience.&nbsp; The interconnected flow of AI with OM is aiming to solve Legal persona’s Job to triage, discover, and create obligations. With this feature we now can have cohesive experience to setting up obligations.&nbsp;This helps in yielding contract compliance and reducing the risks involved in managing contracts which primarily leads to:
+*Manual creation of an Obligation: Applicable when Obligation Library master is Not Available/Deactivated
+*Auto creation of an Obligation: Application when Obligation Library master is Available/Activated
-*Reduce time and efforts to discover and create obligations.
+=== Manual Creation of an Obligation ===
-*Use ICI’s human in loop model of consuming AI such that relevance of discovery become better over the time.
-*Scale out the job of obligation discovery such that newer/junior members can effectively perform Obligation Management.
-The default configuration is AI and Obligation Management as a combined one, and you can also configure individual as Obligation AI, or Obligation Management.
+Perform the steps given below to manually create an Obligation from an ADCT record:
-You can see ''Discover'', and ''Manage'' under ''Obligation'' Tab in left pane as displayed in the image below:
+.&nbsp;&nbsp; &nbsp;Open the Associations list page of the desired Agreement.
-<div class="image-green-border">[[File:7.11-DiscoverObligation.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To create obligation:&nbsp;</div> <div class="image-green-border">1.&nbsp;'''Click '''''Review'' button on the ''Discovered Obligations ''window. The discovered obligation opens.</div> <div class="image-green-border">[[File:7.11-ReviewObligation.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:AutoOb-MC1.png|720px|AutoOb-MC1.png]]</div>
-You can perform the following actions on the Obligations:
+.&nbsp;&nbsp; &nbsp;From the Associations menu (…) of the required Association (or of the newly created Association), click “Create Obligation”.
-<div class="image-green-border">[[File:Confirm.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:AutoOb-MC2.png|720px|AutoOb-MC2.png]]</div>
-*''Confirm'': To confirm the action and create the obligation based on the discovered data.
+.&nbsp;&nbsp; &nbsp;The “Create Obligation” drawer window opens displaying the Obligation details that are auto-populated from the selected Association.
-*''Ignore'': To ignore the discovered data and create the obligation later.
+<div class="image-green-border">[[File:AutoOb-MC3.png|720px|AutoOb-MC3.png]]</div> <div class="note-box">Note: ICI Platform checks internally if there is any Obligation Library master data is available for the selected Association. The “Create Window” drawer window opens only if the Obligation Library master data is NOT available for that Association and allows manual creation of an Obligation.</div>
-*''Review Later'': To review the discovered data later.
+.&nbsp;&nbsp; &nbsp;The fields which match those defined in ADCT are auto-populated in the fields on the “Create Obligation” window. You must enter the values for other fields as required.
-.&nbsp;'''Click''' ''Confirm'' to confim the action. The ''Obligation Management ''page opens displaying the obligation details that are copied automatically.
+.&nbsp;&nbsp; &nbsp;Click “Create” to complete the Obligation creation process. You may choose to modify the pre-populated details as required.
-The obligation details discovered by AI are filled automatically on the ''Create Obligation ''page in the ''Obligation Details ''field.
+.&nbsp;&nbsp; &nbsp;A new Obligation is created. Refresh the page to view the newly created Obligation.
-<div class="image-green-border">[[File:Create Association obligation.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:AutoOb-MC4.png|720px|AutoOb-MC4.png]]</div>
-. '''Enter''' all mandatory values of Attributes Frequency Type, and End date.
+=== Auto Creation of an Obligation from any Association record ===
-.&nbsp;'''Click''' ''Create'' to Create Obligation.
+Auto creation of an Obligation is possible when the Obligation Library master data is activated/available. For example, see the image given below:
-<div class="image-green-border">[[File:Create button.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:AutoOb-AC1.png|700px|AutoOb-AC1.png]]</div>
-.&nbsp;'''Click '''''Manage'' under ''Obligations'' Tab to confirm newly discovered obligations.&nbsp;
+Perform the steps given below to automatically create an Obligation from an ADCT record:
-<div class="image-green-border">[[File:Manage Tab count added.PNG|RTENOTITLE]]</div>
-.&nbsp;'''Click''' on ''Obligation Created'', and obligation opens in new tab.
-<div class="image-green-border">[[File:Obligation created.PNG|RTENOTITLE]]</div>
-Obligation is opened in new window as seen in below image:
-<div class="image-green-border">[[File:Obligation opened in new window.PNG|RTENOTITLE]]</div>
-'''Note''': You cannot perform any actions after the obligation is created.
-== <br/> Inheriting Obligations ==
+.&nbsp;&nbsp; &nbsp;Open the Associations list page of the desired Agreement.
+<div class="image-green-border">[[File:AutoOb-AC2.png|700px|AutoOb-AC2.png]]</div>
+.&nbsp;&nbsp; &nbsp;From the Associations menu (…) of the required Association (or of the newly created Association), click “Create Obligation”.
+<div class="image-green-border">[[File:AutoOb-AC3.png|700px|AutoOb-AC3.png]]</div>
+.&nbsp;&nbsp; &nbsp;A “Create Obligation” drawer window does not open in this case and an Obligation is created automatically.
+<div class="image-green-border">[[File:AutoOb-AC4.png|700px|AutoOb-AC4.png]]</div>
+.&nbsp;&nbsp; &nbsp;The newly created Obligation can be viewed in the list of Obligations.
+<div class="image-green-border">[[File:AutoOb-AC5.png|700px|AutoOb-AC5.png]]</div>
+== Inheriting Obligations ==
-Let us create an SOW contract type to understand inheritance in obligation from MSA_OM to SOW_OM.
+Let us create a contract type (such as SOW) to understand inheritance in obligation (for example, from MSA_OM to SOW_OM).
-<div class="image-green-border">[[File:7.10 OM Inheriting Obligations.PNG|720px|7.10 OM Inheriting Obligations.PNG]]<br/> &nbsp;</div>
+<div class="image-green-border">[[File:7.16OM- Inheriting Obligations1.png|720px|7.16OM- Inheriting Obligations1.png]]<br/> &nbsp;</div>
 === Configuring your existing Agreement Contract Type to set Obligation Inheritance ===
-Assuming that your instance has an&nbsp;''SOW Agreement Contract Type'', let us now edit its configuration to add association for tracking ''Obligations''. After this, both our agreements MSA_OM & SOW_OM will start tracking ''Obligations''.&nbsp;<br/> <br/> Additionally, we will configure inheritance such that any Obligation that is approved in higher agreement type (e.g. MSA_OM) will be inherited to child agreement type (e.g. SOW_OM) in order to force compliance of contractual obligations.
+Assuming that your instance has an&nbsp;SOW Agreement Contract Type, let us now edit its configuration to add association for tracking Obligations. After this, both our agreements MSA_OM & SOW_OM will start tracking Obligations.
-<br/> 1. '''Click''' the ''Configuration'' tile. The ''Configuration ''page opens.
+Additionally, we will configure inheritance such that any Obligation that is approved in a higher agreement type (e.g. MSA_OM) will be inherited to a child agreement type (e.g. SOW_OM) in order to force compliance of contractual obligations.
-<div class="image-green-border">[[File:7.10 OM 42.png|720px|7.10 OM 42.png]]<br/> &nbsp;<br/> 2. '''Click''' the Contract Types tile. The configuration page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 43.png|330px|7.10 OM 43.png]]<br/> &nbsp;<br/> 3. '''Select''' the Agreement Contract Type where you want to configure obligations. For example, ''SOW_OM''.&nbsp;</div> <div class="image-green-border"><br/> [[File:7.10 OM 44.png|720px|7.10 OM 44.png]]<br/> &nbsp;<br/> 4. '''Click''' the ''View Record'' icon. The ''Contract Type Details'' page opens.<br/> 5. '''Click''' ''Edit''. The ''Edit Contract Type'' page opens.<br/> 6. '''Click''' ''Next''.&nbsp;<br/> 7. '''Toggle''' the ''Allow Third Party'' Paper field to ''Yes''.<br/> 8. '''Toggle&nbsp;'''the ''Allow Clause Assembly'' field to&nbsp;''Yes''.<br/> 9. '''Toggle'''&nbsp;the&nbsp;''Allow Copy With Associations'' field to ''Yes''.<br/> 10. '''Click''' ''Next''. The ''Attributes'' tab opens.<br/> 11. '''Select''' the attributes. &nbsp;<br/> 12. '''Click''' ''Next''. The ''Association'' tab opens.<br/> 13. '''Click''' the plus icon to add an ''Association''. The ''Add Association'' section opens.<br/> 14. To inherit obligation in ''SOW_OM'', you need to select ''Obligation'' as ''Associated Contract Type''. &nbsp;<br/> 15. '''Enter''' a name in the ''Association Name'' field. For example, ''Obligation''.&nbsp;<br/> 16. '''Select''' ''Obligation'' from the ''Associated Contract Type'' drop-down.&nbsp;<br/> 17. '''Toggle'''&nbsp;the ''Allow Inheritance ''field&nbsp;to ''Yes''.<br/> 18. '''Toggle'''&nbsp;the ''Multiple Inheritance'' field to ''Yes''.&nbsp;<br/> 19. '''Click''' ''Save''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 45.png|720px|7.10 OM 45.png]]</div>
-. '''Enter''' the details in the remaining tabs such as ''Display Preference'', ''Team'', and ''Verify''.<br/> 21. '''Click''' ''Update''. The contract type ''SOW_OM'' is updated having an ''Associated Contract Type (Obligation)''.
+. '''Click''' the "Configure"&nbsp;navigation tile or menu on the top, '''click '''“Contract Types”.<br/> 2.&nbsp;'''Select '''the Agreement Contract Type for which you want to configure obligations. For example, “OM Basic Agreement”.
+<div class="image-green-border">[[File:8.0-OM12-CT-menu.png|720px|8.0-OM12-CT-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
+. '''Click''' the View Details&nbsp;eye&nbsp;icon. The Contract Type Details page opens.<br/> 4. '''Click'''&nbsp;"Edit" on the top right. The Edit Contract Type page opens.
+<div class="image-green-border">[[File:8.0-OM29-CT-Edit.png|720px|8.0-OM29-CT-Edit.png]]</div> <div class="image-green-border"><br/> 5. '''Click'''&nbsp;"Next".&nbsp;<br/> 6. '''Toggle''' the "Allow Third Party Paper" field to "Yes".<br/> 7. '''Toggle&nbsp;'''the "Allow Clause Assembly" field to "Yes".<br/> 8. '''Toggle'''&nbsp;the "Allow Copy With Associations" field to "Yes".<br/> 9. '''Click'''&nbsp;"Next". The "Attributes" tab opens.<br/> 10. '''Select''' the attributes. &nbsp;<br/> 11. '''Click'''&nbsp;"Next". The&nbsp; "Association" tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM29.1-CT-Edit.png|720px|8.0-OM29.1-CT-Edit.png]]</div> <div class="image-green-border"><br/> 12. '''Click'''&nbsp;"Add Association" to&nbsp;add an Association. The "Add Association" section opens on the right.<br/> 13. To inherit obligation in SOW_OM, you need to select Obligation as Associated Contract Type. &nbsp;<br/> 14. '''Enter''' a name in the Association Name field. For example, Obligation.&nbsp;<br/> 15&nbsp;'''Select''' Obligation from the Associated Contract Type dropdown.&nbsp;<br/> 16. '''Toggle'''&nbsp;the "Allow Inheritance" field&nbsp;to "Yes".<br/> 17. '''Toggle'''&nbsp;the "Multiple Inheritance" field to "Yes".&nbsp;<br/> 18. '''Click'''&nbsp;"Save".</div> <div class="image-green-border">19. '''Enter''' the details in the remaining tabs such as Display Preference, Team, and Verify.<br/> 20. '''Click'''&nbsp;"Update". The contract type SOW_OM is updated having an Associated Contract Type (Obligation).</div>
 &nbsp;
+=== Inheriting Obligations from Parent Agreement ===
+Let us an example of inheriting obligations from the parent agreement (for example,&nbsp;MSA_OM obligations to SOW_OM).<br/> <br/> 1.&nbsp;'''Click''' the "Agreements" navigation&nbsp;tile or menu on the Top. The Agreements index&nbsp;page opens.<br/> 2. '''Click &nbsp;'''"Create". The "Create Agreement" page opens.<br/> 3. '''Select&nbsp;'''the "Contract Type Name". For example, "SOW_OM".&nbsp;<br/> 4.&nbsp;'''Select '''"Third Party" in the "Type Of Paper" dropdown field.&nbsp;<br/> 5.&nbsp;'''Click '''"Next". The "Attributes" tab opens.<br/> 6. '''Click '''the down arrow icon in the "Associate and Inherit" field to inherit "MSA_OM" based agreement obligations to "SOW_OM" agreement.<br/> 7. The Lookup Search window opens.<br/> '''&nbsp;'''
+<div class="note-box">'''Note''':&nbsp;Ensure that the Allow inheritance flag is set to Yes to inherit obligations from the parent agreement as shown in the below screenshot.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM30.png|420px|8.0-OM30.png]]<br/> &nbsp;</div> <div class="image-green-border">8. '''Select''' the "MSA_OM" agreement from which you want to inherit obligations.<br/> 9. '''Click'''&nbsp;"Select".&nbsp;<br/> 10. '''Enter''' the details in the remaining tabs to take it to Verify step.<br/> 11. '''Click'''&nbsp;"Create and Publish".<br/> &nbsp;&nbsp; &nbsp;<br/> [[File:8.0-OM31.png|720px|8.0-OM31.png]]</div>
+All approved obligations of the&nbsp;MSA_OM agreement (Parent agreement) have been&nbsp;inherited by the SOW_OM agreement (Child). Any changes made to the parent contracts obligations have been cascaded to the child agreement's&nbsp;obligations.
+<div class="note-box">'''Note''': The seeded attribute Allow Cascade Action is already set to Yes for the Contract Type&nbsp;(for example, MSA_OM).&nbsp;</div>
 &nbsp;
-=== Inheriting Obligations from Parent Agreement ===
+== Creating&nbsp;Obligation Groups ==
-Let us an example of inheriting obligations from the parent agreement (for example,&nbsp;''MSA_OM'' obligations to ''SOW_OM)''.<br/> <br/> 1. '''Click''' the Agreement Management tile on the Dashboard. The Agreement Management page opens.&nbsp;
+You can logically group Obligations under different categories. You can have a parent obligation and group several child obligations under it. You can also cascade the attribute changes from parent obligation to the child obligation, and the child obligations automatically inherit the changes.
-<div class="image-green-border">[[File:7.10 OM 46.png|720px|7.10 OM 46.png]]<br/> &nbsp;<br/> 2. Click the ''Create Agreement ''tab. The ''Create Agreement'' page opens.</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="image-green-border">'''''[[File:7.10 OM 47.png|600px|7.10 OM 47.png]]'''''</div> <div class="image-green-border">
-. '''Select&nbsp;'''the ''Contract Type Name''. For example,&nbsp;''SOW_OM''.&nbsp;<br/> 4.&nbsp;'''Select '''''Third Party''&nbsp;in the Type Of Paper&nbsp;drop-down field.&nbsp;<br/> 5.&nbsp;'''Click&nbsp;'''''Next''. The ''Attributes''&nbsp;tab opens.
+You can define criteria for grouping depending on which the obligations within that group will be fulfilled. Some examples to identify how to logically group obligations are as follows:
-</div> <div class="image-green-border">'''[[File:7.10 OM 48.png|720px|7.10 OM 48.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. Click the down arrow icon in the ''Associate and Inherit'' field to inherit ''MSA_OM'' based agreement obligations to ''SOW_OM'' agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 49.png|720px|7.10 OM 49.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. The ''Lookup Search'' window opens.<br/> &nbsp;</div> <div class="image-green-border">'''''[[File:7.10 OM 50 gr action 1.png|720px|7.10 OM 50.png]]'''''</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="note-box">'''Note''':&nbsp;Ensure that the ''Allow inheritance'' flag is set to ''Yes'' to inherit obligations from the parent agreement as shown in the below screenshot.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM new image.PNG|720px|7.10 OM new image.PNG]]<br/> &nbsp;</div> <div class="image-green-border">8. '''Select''' the ''MSA_OM'' agreement from which you want to inherit ''obligation''.<br/> 9. '''Click''' ''Select''.&nbsp;<br/> 10. '''Enter''' the details in the remaining tabs to take it to ''Verify ''step.<br/> 11. '''Click''' ''Create and Publish''.<br/> &nbsp;&nbsp; &nbsp;<br/> [[File:7.10 OM 51.png|720px|7.10 OM 51.png]]&nbsp;</div>
-All approved obligations of the&nbsp;''MSA_OM'' agreement (Parent agreement) have been&nbsp;inherited by the ''SOW_OM'' agreement (Child). Any changes made to the parent contracts obligations have been cascaded to the child agreement's&nbsp;obligations.
+*By Fulfillment Owner: the ownership of fulfilling such obligations lies with a particular group of users. For example, obligations whose fulfillment is with the suppliers can be grouped together.
-<div class="note-box">'''Note''': The seeded attribute ''Allow Cascade Action'' is already set to ''Yes'' for the ''Contract Type''&nbsp;(for example, ''MSA_OM'').&nbsp;</div>
+*By Business Triggers: obligations that need to be fulfilled when a predefined business event is triggered can be categorized under one common group. For example, when a business event like contract termination occurs, all related obligations that must be fulfilled can be clustered under one group.
+*By Phase: Obligations that should be fulfilled on completion of defined phases of contract execution can be classified in a group. For example, every contract completion stage can have an associated payment milestone. Thus, all obligations to be fulfilled on accomplishing a particular milestone are grouped together.
+=== Creating an Obligation Group ===
+To create obligation groups, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; On the Home page, click the “Agreements” tile to open the Agreements index page. A list of all available Agreements is displayed.
+.&nbsp;&nbsp;&nbsp; Using the “View Details” option, open the details page of the Agreement of which you want to manage the obligations.
+<div class="image-green-border">[[File:8.1omapp5.png|800px|8.1omapp5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+.&nbsp;&nbsp;&nbsp;&nbsp; On the Agreement details page, open the Menu pane in expanded view.
+.&nbsp;&nbsp;&nbsp; Scroll down to the Obligations menu option. You will notice the number of Obligations under the Agreement.
+.&nbsp;&nbsp;&nbsp; Click “Manage” under the Obligations option. The obligations under that Agreement are displayed in the right-side pane.
+[[File:8.1omapp6.png|800px|8.1omapp6.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; Click “Create Group”. In the Create Obligation Group drawer, enter the following details:
+&nbsp; &nbsp; &nbsp; &nbsp; i.&nbsp;&nbsp;&nbsp;&nbsp;Name of the group you are creating, for example “DemoTest”
+&nbsp; &nbsp; &nbsp; &nbsp;ii.&nbsp;&nbsp;&nbsp; Select Parent Obligation from the drop-down list
+A list of child obligations associated with the parent obligation is displayed.
+[[File:8.1omapp7.png|720px|8.1omapp7.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; Select the child obligations of which you want to create a group and then click “Create”.
+[[File:8.1omapp8.png|720px|8.1omapp8.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; A notification about obligation group creation is displayed.
+[[File:8.1omapp9.png|720px|8.1omapp9.png]]
+=== <br/> Viewing an Obligation Group ===
+To view and manage obligation groups, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; Follow the steps 1 through 5 explained in the section, “Creating Obligation Groups’.
+.&nbsp;&nbsp;&nbsp; On the list of Obligations page, click “View Group”.
+[[File:8.1omapp10.png|800px|8.1omapp10.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, you can view the Obligation Group that is created and the associated obligations under that group. For example, “DemoTest”, in this case.
+[[File:8.1omapp11.png|800px|8.1omapp11.png]]
+=== Ungrouping an Obligation Group ===
+To manage obligation groups, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; Follow the steps 1 through 3 explained in the section, “Viewing Obligation Groups’.
+.&nbsp;&nbsp;&nbsp; On the list of Obligations page, click “View Group”.
+.&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, click the ellipsis (…) icon against the group name and then click “Ungroup’.
+[[File:8.1omapp12.png|800px|8.1omapp12.png]]
+=== Cascading Attributes in an Obligation Group ===
+To manage obligation groups, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; Follow the steps 1 through 3 explained in the section, “Viewing Obligation Groups’.
+.&nbsp;&nbsp;&nbsp; On the list of Obligations page, click “View Group”.
+.&nbsp;&nbsp;&nbsp; In the Create Obligation Group drawer, click “View Details” icon for the respective obligation group.
+[[File:8.1omapp13.png|800px|8.1omapp13.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; Obligation Details page of the corresponding group opens. To change the attribute parameters, click “Edit”.
+[[File:8.1omapp14.png|800px|8.1omapp14.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; The Edit Obligation page opens. Edit the required fields. As an example, change the End Date of the obligation from 4<sup>th</sup> May 2022 to 20<sup>th</sup> May 2022.
+[[File:8.1omapp15.png|720px|8.1omapp15.png]]
+.&nbsp;&nbsp;&nbsp;&nbsp; Click “Update” to save the changes.
+.&nbsp;&nbsp;&nbsp; Go to the Obligation Group page as described in section, “Viewing an Obligation Group”.
+.&nbsp;&nbsp;&nbsp; Click “Refresh”. You will notice that the End Date is updated for the parent as well as the child obligations.
+[[File:8.1omapp16.png|800px|8.1omapp16.png]]
+The end date change applied to the parent obligation is successfully cascaded to the child obligations.
+=== Inheriting obligations after grouping ===
+The grouping of obligations must be cascaded to the inherited obligations as well. Consider the following example: the obligation gets created in child agreement (SOW), and Master and Child obligation relation is associated with SOW agreement only as explained in below example:
+[[File:8.1omapp17.PNG|720px|8.1omapp17.PNG]]
+After Inheritance:
+[[File:8.1omapp18.PNG|720px|8.1omapp18.PNG]]
+</div>
 == Working with Fulfillments ==
 === The Out-of-the-Box Fulfillment Entity ===
-The ICI Obligation Management App comes with a seeded Contract Type i.e. ''ICIOMAppFulfillment''. As described earlier, Fulfillment is an association to the Obligation entity.
+The ICI Obligation Management app comes with a seeded Contract Type i.e. “ICMOMAppFulfillment”. As described earlier, Fulfillment is an association to the Obligation entity.
 === Contract Types ===
-''ICIOMAppFulfillment'' – This is an Associated Document Contract Type. It comes with a seeded set of attributes, workflow, rules & notifications. Implementation teams can easily tweak the configuration as per the customer’s requirements.
+“ICMOMAppFulfillment” – This is an Associated Document Contract Type. It comes with a seeded set of attributes, workflow, rules and notifications. Implementation teams can easily tweak the configuration as per the customer’s requirements.
-For more information about Fulfillment Contract Type, refer to the ''ICI Obligation Management Configuration guide''.
+For more information about Fulfillment Contract Type, refer to the “ICI Obligation Management Configuration Guide”.
 === Seeded Attributes ===
-The following attribute values are copied from Obligation to the Associated Fulfillment:
+The following attribute values are copied from Obligation to the associated Fulfillment,&nbsp;attributes marked with a red asterisk <span style="font-size:larger;">'''<span style="color:#FF0000;">*</span>'''</span>&nbsp;are&nbsp;MANDATORY:
 *Agreement Code
+*Name
 *Fulfillment for Obligation
-*Obligation Description
+*Obligation Details
-*Frequency Type
+*Description
+*Obligation Type
+*Obligation Sub Type
+*Triggering Event
+*Frequency Type<span style="font-size:larger;">'''<span style="color:#FF0000;">*</span>'''</span>
 *Frequency
-*Due Date
+*Due Date<span style="font-size:larger;">'''<span style="color:#FF0000;">*</span>'''</span>
 *Overdue Buffer Days
 *Extended Due Date
-*End Date
+*Obligation’s End Date<span style="font-size:larger;">'''<span style="color:#FF0000;">*</span>'''</span>
+*Expected Measure
+*Metric
+*Minimum Measure
+*Unit Of Measurement
+*Business Status
 *Location
-*Third Party or Vendor
+*Multi Party
-The following attributes are used to capture Fulfillments completion:
-[[File:7.10 OM 52.png|720px|7.10 OM 52.png]]
+The following attributes are used to capture Fulfillments completion, besides the aforementioned attributes used from obligation:
-For more information about seeded attributes, refer to the ''ICI Obligation Management Configuration'' ''Guide''.
+[[File:7.16OM-Fulfillment Attributes1.PNG|720px|7.16OM-Fulfillment Attributes1.PNG]]
+{|
+|-
+| For more information about seeded attributes, refer to the “ICI Obligation Management Configuration Guide”.
 === Rules ===
-The ICI Obligation Management App is seeded with the default set of rules. &nbsp;The contract type ''ICIOMAppFulfillment ''is configured with the following Rules:&nbsp;
+The ICI Obligation Management app is seeded with the default set of rules. The contract type “ICMOMAppFulfillment” is configured with the following Rules:
-[[File:7.10 OM 53-2.png|720px|7.10 OM 53-2.png]]<br/> For more information about Rules, refer to&nbsp;the ''ICI Obligation Management Configuration Guide''.
+[[File:7.16OM-Fulfillment Rules.PNG|720px|7.16OM-Fulfillment Rules.PNG]]&nbsp;
-== Creating & Editing Fulfillments ==
+For more information about Rules, refer to the “ICI Obligation Management Configuration Guide”.
-You can create Fulfillments manually for Obligations that have a frequency set to ''Time-Based'' OR ''Manual.''
+&nbsp;
-<div class="image-green-border">[[File:7.10 OM 54.png|720px|7.10 OM 54.png]]<br/> ''Figure 10: Manual based Obligation''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 55.png|720px|7.10 OM 55.png]]<br/> ''Figure 11:&nbsp;Time-Based Obligation''<br/> &nbsp;</div> <div class="note-box">'''Note''': An obligation can have multiple fulfillments. Users can create the following types of obligations: &nbsp;<br/> * Time-based Obligation & Time-Based Fulfillment<br/> * Time-based Obligation & Manual Fulfillment<br/> * Manual Obligation & Manual Fulfillment</div>
-=== <br/> Adding Fulfillment Evidence ===
+=== Default Column Search Changes ===
+The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of fulfillments on the index page. When a user searches for “Fulfillments”, the list of fulfillments displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each fulfillment:
+*Fulfillment&nbsp;Attributes
+**Business Status
+**Name
+**Frequency
+**Party
+**Fulfillment Approver(s)
+**Due Date
+**Fulfillment Completed Date
+**Metric
+**Expected Measure
+**Actual Measure
+**Unit of Measurement
+**Created Date
+<div class="image-green-border">[[File:8.0-OM32.png|800px|8.0-OM32.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+== Creating and&nbsp;Editing Fulfillments ==
+You can create Fulfillments manually for Obligations that have a frequency type set to “Time-Based” or “Manual”.
+<div class="image-green-border">[[File:8.0-OM33.png|720px|8.0-OM33.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note''': An obligation can have multiple fulfillments. Users can create the following types of obligations: &nbsp;<br/> * Time-based Obligation & Time-Based Fulfillment<br/> * Time-based Obligation & Manual Fulfillment<br/> * Manual Obligation & Manual Fulfillment</div>
+&nbsp;
+=== Adding Fulfillment Evidence ===
+The Fulfillment&nbsp;team is responsible for submitting the fulfillment evidence and sending it for approval to the Obligation owner.<br/> <br/> 1. '''Click''' the "Fulfillment" tab under the Associations&nbsp;tab in the left navigation pane.
+. '''Click''' the View Details&nbsp;eye icon in the far right of the grid in the right pane. The Fulfillment Details&nbsp;page opens.
-The Fulfillment’s team is responsible for submitting the fulfillment evidence and send it for approval to the Obligation owner.<br/> <br/> 1. '''Click''' the ''Fulfillment ''tab under the ''Associations ''tab.
+.&nbsp;'''Click '''on the Create Association&nbsp;plus icon on the “Fulfillment” line item on the left pane.
-<div class="image-green-border">[[File:7.10 OM 56 gr action 1.png|720px|7.10 OM 56.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''View Record'' icon. The Fulfillment ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 57.png|720px|7.10 OM 57.png]]<br/> &nbsp;<br/> 3. '''Click''' ''Upload Fulfillment Evidence''. The ''Upload Document'' window opens.<br/> 4. '''Click''' ''Select ''File.<br/> 5. '''Click''' ''Upload ''File.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 58.png|720px|7.10 OM 58.png]]<br/> &nbsp;&nbsp;<br/> 6. By uploading the fulfillment evidence, you need to send the fulfillment for approval to complete the fulfillment workflow.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-OM34-CreatingFulfillment.png|720px|8.0-OM34-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="image-green-border">The “Create Association" with Fulfillment subtitle&nbsp;page opens with a few fields like Frequency Type, Obligation Type inherited from Parent Obligation.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.1-CreatingFulfillment.png|620px|8.0-OM34.1-CreatingFulfillment.png]]</div> <div class="image-green-border"><br/> 4.'''Click '''on “Select File” against the “Fulfillment Evidence” field under the group “Fulfillment Tracking”.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.2-CreatingFulfillment.png|720px|8.0-OM34.2-CreatingFulfillment.png]]</div> <div class="image-green-border"><br/> 5.&nbsp;&nbsp; &nbsp;'''Select '''the desired file as evidence for fulfillment and '''click '''“Open”. The required file is now added.<br/> 6.&nbsp;&nbsp; &nbsp;On filling up the remaining&nbsp;fields with the Mandatory ones, '''click '''“Create”. A fulfillment “Draft” will be created with the attached “Fulfillment Evidence”.</div> <div class="image-green-border"><br/> '''Alternatively''', you can also upload the Fulfillment Evidence from the Fulfillment Details page.</div> <div class="image-green-border"><br/> Once you open the desired Fulfillment, with the Fulfillment Details page open on clicking the eye icon:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.4-CreatingFulfillment.png|720px|8.0-OM34.4-CreatingFulfillment.png]]</div> <div class="image-green-border"><br/> 1.&nbsp;At the top right of the page, '''click''' “Upload Fulfillment Evidence”, the “Upload Document” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.5-CreatingFulfillment.png|720px|8.0-OM34.5-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click '''“Select File” and select the file as evidence.</div> <div class="image-green-border">3.&nbsp;'''Write''' an appropriate note in the “Add Note” text area, and</div> <div class="image-green-border">4. '''Click''' "Upload".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.6-CreatingFulfillment.png|720px|8.0-OM34.6-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The required file is now added as fulfillment evidence and can be seen under the "Versions" of the Obligation.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.7-CreatingFulfillment.png|720px|8.0-OM34.7-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 === Approving Fulfillments ===
 The Fulfillments are approved by the Obligation owner by reviewing the submitted Fulfillment evidence. Let us look into an example:&nbsp;
-. '''Click''' the ''Fulfillment ''tab on the ''Details'' page.
+. '''Click''' the “Fulfillment” tab on the Obligation “Details” page in the left navigation pane. The Fulfillments are listed in the right pane.
-<div class="image-green-border">[[File:7.10 OM 59 gr action 1.png|720px|7.10 OM 59.png]]<br/> &nbsp;<br/> 2. '''Click''' the ''View Record'' icon of the Fulfillment. The fulfillment ''Details ''page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 60.png|720px|7.10 OM 60.png]]<br/> &nbsp;<br/> 3. '''Click''' ''Send For Approval''. The fulfillment goes to the approver.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 61.png|720px|7.10 OM 61.png]]<br/> &nbsp;<br/> 4. Upon approving, the fulfillment reaches the ''Approved ''state.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-OM38.0.png|720px|8.0-OM38.0.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' the "View Details" eye&nbsp;icon, the fulfillment “Details” page opens with “Draft” status.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM38.png|720px|8.0-OM38.png]]<br/> &nbsp;<br/> 3. '''Click''' “Send For Approval”. The fulfillment is sent to the approver.</div> <div class="image-green-border">4. Upon approval, the fulfillment moves to the “Approved” state.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM39.png|720px|8.0-OM39.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 === Cancelling Fulfillments ===
-By performing withdraw action the Fulfillments which are in Draft and Waiting for Approval state are moved to Cancelled state. Let us look into an example:
+Fulfillments created can be canceled at any stage, as desired. To cancel fulfillments:
-. On the ''Details'' page,&nbsp;'''click'''&nbsp;''Withdraw''.
+.&nbsp;'''Click '''the “Cancel” at the top&nbsp;right of the Fulfillment Details page. The “Add Note - Cancel” drawer&nbsp;opens.
-<div class="image-green-border">[[File:7.10 OM 62 gr action 1.png|720px|7.10 OM 62.png]]<br/> &nbsp;<br/> 2. The ''Association Withdraw'' window opens.<br/> 3. '''Select''' a reason code from the ''Reason Code'' drop-down field.<br/> 4. '''Click''' ''Add''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 63 gr action 1.png|720px|7.10 OM 63.png]]<br/> &nbsp;<br/> 5. The Fulfillment in the ''Draft ''state moved to the&nbsp;''Cancelled'' state.</div>
+<div class="image-green-border">[[File:8.0-OM40.png|720px|8.0-OM40.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter&nbsp;'''any desired note, and '''click '''on “Add”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM40.1.png|720px|8.0-OM40.1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The fulfillment is thereby cancelled and displays the status “Cancelled” on its Details page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM40.2.png|720px|8.0-OM40.2.png]]</div>
+=== Fulfillment KPI Tracking ===
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">The KPI Measure needs to be entered while creating the fulfillment as one of the mandatory field&nbsp;&nbsp;"Actual Measure" denoted by red *.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM34.3-CreatingFulfillment.png|720px|8.0-OM34.3-CreatingFulfillment.png]]</div> <div class="image-green-border"><br/> To edit the Fulfillment to its actuals:</div> <div class="image-green-border"><br/> 1.&nbsp;'''Click '''and open the fulfillment record created.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' “Edit”, the “Edit Associated Document"&nbsp;page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM35-CreatingFulfillment.png|720px|8.0-OM35-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Fill''' the "Actual Measure", and '''click '''“Update”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM35.1-CreatingFulfillment.png|600px|8.0-OM35.1-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Fulfillment Details page is now updated with the “Actual Measure” achieved.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM35.2-CreatingFulfillment.png|720px|8.0-OM35.2-CreatingFulfillment.png]]</div> <div class="image-green-border">&nbsp;</div>
+.&nbsp;'''Click''' “Send for Approval” on the right top under the three dots.
+The Fulfillment will now be approved. If there are any or more fulfillment evidence required, then you can upload as explained in the "Adding Fulfillment Evidence" section.
+<div class="image-green-border">
 == Configuring Reports ==
-The ICI Obligations Management app doesn’t come with inbuilt reports.&nbsp;However, since the ICI Obligation Management app is built on ICI platform, one can use the ICI capabilities for ''Search ''and ''Saved Searches'' to get an all-up view of Obligations and their Fulfillments. Additionally, you can use ''Saved Searches'' to set as Dashboard tiles.&nbsp;
+There are two broad categories of reports in ICI that apply to the OM App:
-Some examples of these reports as dashboard titles are given in the screenshots below:
+*Out-of-the-box Reports (read-only Power BI)
+*Custom Reports (Advanced Analytics - Self-Serve Power BI)
-''Example 1: Total number of Obligations''
+=== Out-of-the-box Reports ===
-<div class="image-green-border">[[File:7.10 OM 64.png|720px|7.10 OM 64.png]]</div> <div class="image-green-border"><br/>  <br/> ''Example 2: Total number of Fulfillments''</div> <div class="image-green-border">[[File:7.10 OM 65.png|720px|7.10 OM 65.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''Example 3:&nbsp;List of Overdue&nbsp;Fulfillments''<br/> [[File:7.10 OM 66.png|720px|7.10 OM 66.png]]<br/> &nbsp;</div> <div class="image-green-border">''Example 4: List of Fulfillments Overdue by Owner''<br/> [[File:7.10 OM 67 gr action 1.png|720px|7.10 OM 67.png]]</div> <div class="image-green-border">&nbsp;</div>
-== Creating&nbsp;Obligations in Bulk using&nbsp;Bulk Actions ==
-You can add existing agreements with obligations using Bulk Actions tile.&nbsp;
+There are some out-of-the-box reports dedicated to Obligation Management and here are their details:
-. '''Click '''the&nbsp;''Bulk Actions'' tile. The ''Bulk Action Management'' page opens.
+*<div class="image-green-border">The out-of-the-box OM report is available in the "Reports" navigation menu under the “Default Reports" tab.</div>
-<div class="image-green-border">[[File:7.10 OM 68.png|720px|7.10 OM 68.png]]<br/> &nbsp;<br/> 2. '''Click''' ''Update Existing'' tile. The ''Update'' page opens.<br/> 3. '''Select'''&nbsp;the ''Bulk Upload Action''. For example, ''Add Association To Agreement''.<br/> 4. '''Select'''&nbsp;the ''Saved Search. ''For example,&nbsp;''All Agreements''.<br/> 5. '''Select'''&nbsp;the ''Contract Type Name.&nbsp;''For example, ICIMSA_OM.<br/> 6. '''Select''' the ''Association''. For example, ''ICIOMAppObligation''.<br/> 7. '''Click''' ''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 69.png|720px|7.10 OM 69.png]]<br/> &nbsp;<br/> 8. '''Select''' an attribute from the ''Available Attribute'' list as per your requirement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 70.png|720px|7.10 OM 70.png]]<br/> &nbsp;<br/> 9. '''Click''' Generate Workbook.<br/> 10. '''Add '''the attribute values in the Workbook.<br/> 11. '''Save''' the Workbook.<br/> 12. '''Click''' ''Add Batch'' on the ''Bulk Action Management'' page.<br/> 13. '''Enter''' a Batch Name. For example, ''Obligation_MSA.''<br/> 14. '''Select''' the ''Data file''.&nbsp;<br/> 15. '''Click''' ''Add''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 OM 71.png|720px|7.10 OM 71.png]]<br/> &nbsp; &nbsp;<br/> Agreements are now created in bulk with the added&nbsp;Associations.&nbsp; </div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-== Glossary ==
+*Select "Obligation Management" from the "Show Reports" dropdown.
+*These are the default reports that are generated out of the box:
+**Obligation Management Dashboard
+**Obligation Management Health
+**Obligation Management Summary
-We will cover the terms and concepts introduced with ICI Obligation Management App.
+&nbsp;
+<div class="image-green-border">[[File:8.0-OM41-Reports.png|720px|8.0-OM41-Reports.png]]</div>
+&nbsp;
-[[File:7.10 OM 72-2.png|720px|7.10 OM 72-2.png]]
+==== Obligation Management Dashboard ====
+'''Obligations Dashboard Report:'''&nbsp;provides information of the Fulfillments due in the next 30, 60, 90 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.
+Here’s what the Obligation Management Dashboard report looks like:
+<div class="image-green-border">[[File:8.0-OM41.1-Reports.png|820px|8.0-OM41.1-Reports.png]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
-== Known Issues ==
+==== Obligation Management Health ====
-'''540450 –&nbsp;Obligations get inherited to parent MSA if the two-way linkage is configured.'''
+'''OMH - Obligation Management Health Report:'''&nbsp;provides an overall view of the total Fulfillments across all agreements that are fulfilled.
-In this release, support for two-way linkages is not supported.&nbsp;<br/> If the two-way linkage is enabled, then Obligations gets inherited from the child agreement contract type (SOW) to parent agreement (MSA) on their approval, and there is an infinite loop.&nbsp;
+Here’s what the Obligation Management Health report looks like:
+<div class="image-green-border">[[File:8.0-OM41.3-Reports.png|800px|8.0-OM41.3-Reports.png]]</div>
+&nbsp;
+==== Obligation Management Summary ====
+The “Obligation Management Summary” is a summary set of reports. It is the default location for the “Dashboard” tile navigation as well. It can be reached via the “Dashboard” tile option or through the “Reports” tile as previously mentioned.
+The following reports can be accessed under OM summary reports from the bottom report&nbsp;tabs:
+*Compliance Dashboard
+*Resource Assignment
+*Upcoming Milestones
+*Recent Milestones
+*Fulfillment Explorer
+*SLA Tracking
+*Health by Contract Types
+*Timeline
+<div class="image-green-border">Each report tab can be filtered based on the following parameters given in the far right:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM41.5-Reports.png|800px|8.0-OM41.5-Reports.png]]</div>
+Some examples of the “Obligation Management Summary” reports are as follows:
+Example 1: Compliance Dashboard: Are shown in the screenshot above.
+Example 2: Upcoming Milestones
+<div class="image-green-border">[[File:OM dashboard5.png|800px|OM dashboard5.png]]</div> <div class="image-green-border">&nbsp;</div>
+''Example 3: Fulfilment Explorer''
+<div class="image-green-border">[[File:OM dashboard6.png|800px|OM dashboard6.png]]</div> <div class="image-green-border">&nbsp;</div>
+''Example 4: SLA Tracking''
+<div class="image-green-border">[[File:OM dashboard7.png|800px|OM dashboard7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
+=== Custom Reports ===
+Using Advanced Analytics datasets and filters, users can create their reports for a customized, visual representation of obligations and fulfillments.
+<div class="note-box">'''Note:''' “Advanced Analytics” is a separate subscription that customers are assumed to have purchased as a prerequisite.</div>
+To create custom reports using Advanced Analytics:
+. '''Click '''on the “Advanced Analytics” tile or menu on the top.<br/> 2. '''Navigate '''and click on the “Analytics Reports".&nbsp;
+<div class="image-green-border">[[File:8.0-OMapp 3.png|360px|8.0-OMapp 3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. Click "Create" on the top right.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM42.1-Custom-Reports.png|720px|8.0-OM42.1-Custom-Reports.png]]</div>
+The "Create Report" page opens.
+. '''Select '''the Power BI data set for “Obligations & Fulfillments”. The report creation page opens.
+<div class="image-green-border">[[File:8.0-OM42.2-Custom-Reports.png|360px|8.0-OM42.2-Custom-Reports.png]]</div>
+. On the report creation page design the report and '''select '''desired parameters, filters, fields, and visualization options on this page to create a report.
+<div class="image-green-border">[[File:OM dashboard10.png|800px|OM dashboard10.png]]</div>
+Such customized reports can be generated for different entities of the OM App data model, using the entity-specific capabilities provided as part of ICI:
+[[File:OM dashboard11.png|480px|OM dashboard11.png]]<br/> &nbsp;
+== Creating&nbsp;Obligations&nbsp;using&nbsp;Bulk Actions ==
+You can add existing agreements with obligations using the "Bulk Actions" navigation tile or menu on the top.&nbsp;
+. '''Click '''the “Bulk Actions”.
+<div class="image-green-border">[[File:8.0-OM36 Bulk-Actions.png|320px|8.0-OM36 Bulk-Actions.png]]<br/> &nbsp;<br/> 2. '''Click'''&nbsp;"Update Existing". The "Update Bulk Action Workbook" page opens.</div> <div class="image-green-border">3. '''Select'''&nbsp;the "Bulk Upload Action". For example, "Add Association To Agreement".<br/> 4. '''Select'''&nbsp;the "Saved Search"''. ''For example, "All Agreements".<br/> 5. '''Select'''&nbsp;the "Contract Type Name"''.&nbsp;''For example, "ICMOMBasicAgreement".<br/> 6. '''Select''' the Association. For example, "ICIOMAppObligation".<br/> 7. '''Click'''&nbsp;"Next".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.1 Bulk-Actions.png|520px|8.0-OM36.1 Bulk-Actions.png]]</div> <div class="image-green-border"><br/> &nbsp;<br/> 8. '''Select''' an attribute from the "Available Attribute" list as per your requirement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.2 Bulk-Actions.png|520px|8.0-OM36.2 Bulk-Actions.png]]</div> <div class="image-green-border">&nbsp;<br/> 9. '''Click'''&nbsp;"Generate Workbook". The workbook will get downloaded and seen in the bottom right as shown in the screenshot below.<br/> 10. '''Add '''the attribute values in the Workbook.<br/> 11. '''Save''' the Workbook.<br/> 12. '''Click'''&nbsp;"Add Batch" on the Bulk Action Management page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.3 Bulk-Actions.png|720px|8.0-OM36.3 Bulk-Actions.png]]</div> <div class="image-green-border"><br/> 13. '''Enter''' a "Batch Name". For example, "Obligation_MSA".<br/> 14. '''Select''' the "Data file" and the "Attached Zip File"<br/> 15. '''Click'''&nbsp;"Add".&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM36.4 Bulk-Actions.png|720px|8.0-OM36.4 Bulk-Actions.png]]</div>
+&nbsp;Agreements are now created in bulk with the added&nbsp;Associations.
 &nbsp;
-'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[ICM_Sourcing_App|ICI Sourcing App]]&nbsp;|&nbsp;[[Obligation_AI|Obligation AI]]&nbsp;|&nbsp;
+== Obligation Library ==
+=== Overview ===
+ICI Obligation Management provides multiple ways to discover and create obligations, and users can automatically attach obligations as associations to agreements and amendments based on defined event rules.
+The auto-attachment functionality, derived from the core ICI, supports all configurations of associated document contract types including those which may have mandatory attributes.
+OM App users can:
+*Configure obligation-specific attributes in the “Standard Document Master” Contract Type.
+*Define and maintain a list of Standard Document master records, which use the obligation attributes, and that will be treated as the “Obligation Library”.
+*Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
+*Maintain the Obligation library by updating and deleting Standard Document records as required.
+*Create Saved Search to define applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in agreements.
+<div class="image-green-border">[[File:7.16OM-Obligation library.png|720px|7.16OM-Obligation library.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' The auto-associations supports only parent child type associations for agreements and amendments.</div>
+In the following sections, we will walk through the processes involved in triggering and using this feature to auto-attach obligations to agreements. An agreement with the contract type “Master Agreement” was previously created, in order to demonstrate the required processes, configurations, exhibits and steps.
+=== Creating the Obligation Library ===
+Once the “Standard Document Master” and the framework for the Obligation Library have been configured, we will create obligation records and define saved searches, in order to create the actual library.
+=== Creating Obligation Records ===
+After configuring the “Standard Document Master” for obligation, the next logical phase is to create masterdata records for obligations, or, in other words, the Obligation Library.
+.&nbsp;'''Click '''“Configure"> “Masterdata” on the navigation menu or tile on the top.&nbsp;The “Masterdata” index page opens.
+<div class="image-green-border">[[File:8.0-OM37-Om-Library.png|200px|8.0-OM37-Om-Library.png]]</div> <div class="image-green-border">&nbsp;</div>
+. '''Click '''"Create" on the top right. The "Create Masterdata" page opens.<br/> 3.&nbsp;'''Select '''“Standard Document Master” from the “Masterdata” field dropdown.
+<div class="image-green-border">[[File:8.0-OM37.1-Om-Library.png|720px|8.0-OM37.1-Om-Library.png]]</div> <div class="image-green-border">&nbsp;</div>
+.&nbsp;'''Click '''“Next”, the “Attributes” tab opens.<br/> 5.&nbsp;'''Enter '''an appropriate name in the “Name” field, and select “Obligation” from the “CT Name” field dropdown. All the seeded masterdata attributes (fields) for Obligation get&nbsp;populated.
+<div class="image-green-border">[[File:8.0-OM37.2-Om-Library.png|720px|8.0-OM37.2-Om-Library.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' All dependent attributes of obligation are displayed per masterdata configuration.</div>
+.&nbsp;'''Fill''' out the form, including the mandatory fields.<br/> 6.&nbsp;'''Click '''“Create”.
+=== Validating the Obligation Records ===
+On creating a planned set of such obligation records, the Obligation Library gets created. To validate and locate the number of obligation records created for the library:
+.&nbsp;'''Click '''on the "Advanced" on the top right beside the search bar. The Advanced Search page opens.
+<div class="image-green-border">[[File:8.0-OM37.3-Om-Library.png|720px|8.0-OM37.3-Om-Library.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Enter '''and search for “Standard Document Master” in the “Entity” field dropdown. This will display the records from the masterdata, which is the source library.</div> <div class="image-green-border">3.&nbsp;In the “Categories” field on the left pane, type “CT Name”, and '''Select '''“Obligation” checkbox. The total number of obligation records in masterdata will be displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM37.5-Om-Library.png|720px|8.0-OM37.5-Om-Library.png]]</div>
+=== Defining Saved Searches ===
+Once obligation records are created, we need to predefine a list of obligations by defining saved search.&nbsp;
+.&nbsp;For the list of obligation records (CT Name = Obligation), '''select''' “Obligation Category” = “Financial Obligations”.&nbsp;
+<div class="image-green-border">A filtered list of related obligation records related is&nbsp;displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM37.6-Om-Library.png|720px|8.0-OM37.6-Om-Library.png]]</div> <div class="image-green-border">&nbsp;</div>
+. '''Click '''"Save View" to save the search. A "Save View" drawer opens.
+<div class="image-green-border">[[File:8.0-OM37.7-Om-Library.png|720px|8.0-OM37.7-Om-Library.png]]</div>
+&nbsp;
+.&nbsp;In the “Save View” drawer:<br/> &nbsp; &nbsp; a.&nbsp;'''Enter '''a desired "View Name" like "Financial Obligations".<br/> &nbsp; &nbsp; b.&nbsp;'''Activate '''the “Global Search” toggle button as “Yes”.<br/> &nbsp; &nbsp; c.&nbsp;'''Fill '''any desired value in the remaining fields.<br/> &nbsp; &nbsp; d.&nbsp;'''Click '''“Save”.
+<div class="image-green-border">Amongst all the obligations in the library, the ones related to Financial Obligations have now been predefined.</div>
+=== Auto-Instantiating Obligations ===
+Now, with the Standard Document Master pre-configured, the Obligation Library predefined (with saved search), and event rules configured, it is time to apply the final trigger for obligations to automatically reflect on the Agreement.
+.&nbsp;'''Navigate '''to the pre-created agreement (Draft) with the “OM Basic Agreement” contract type, and '''click '''the view eye icon, the agreement with “Draft” status opens.
+The number of Obligations is shown as zero at this stage for the “Draft” agreement.
+<div class="image-green-border">2.&nbsp;'''Click '''“Send for Approval”.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When the agreement goes through approval, the obligation event rule gets triggered and creates target objects automatically from a predefined list of obligations. There is a processing time during which a notification is displayed: “The agreement is being transitioned to the next state”.</div>
+.&nbsp;'''Click '''on the “Refresh” button to refresh the agreement page and process to the auto-instantiated state showing obligations, as evident by the number displayed on the left pane.
+<div class="note-box">'''Note:''' It might take a few rounds of refreshes for obligations to take effect and display. Eventually, all the auto-instantiated obligations get reflected on the agreements.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-OM-Auto-Instantiation-Attachment.PNG|720px|8.0-OM-Auto-Instantiation-Attachment.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+=== Creating&nbsp;Bulk Obligations from AI discovered obligations ===
+To create Obligations in bulk for AI discovered Obligations, do the following:
+.&nbsp;&nbsp;&nbsp;&nbsp; Open the “Agreement” index page.
+.&nbsp;&nbsp;&nbsp; Click the “View Details” option to open details of the Agreement of which you want to view AI discovered obligations.
+.&nbsp;&nbsp; &nbsp;Open the Menu pane in expanded view and navigate to the “Discover” option under “Obligations”.
+<div class="image-green-border">[[File:8.1omapp19.png|280px|8.1omapp19.png]]</div>
+.&nbsp;&nbsp;&nbsp;&nbsp; The discovered obligations are displayed. Select the individual obligations for which you want to create Obligations in bulk and then click “Create Obligations”.
+<div class="image-green-border">[[File:8.1omapp20.png|720px|8.1omapp20.png]]</div>
+.&nbsp;&nbsp; &nbsp;A notification for Obligation creation process is displayed.
+<div class="image-green-border">[[File:8.1omapp21.png|720px|8.1omapp21.png]]</div>
+.&nbsp;&nbsp;&nbsp;&nbsp; You will receive an email about the obligation creation status. You can also view the status of obligations created in the “Notifications” menu.
+&nbsp; &nbsp; &nbsp; &nbsp; i.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Email Notification:
+<div class="image-green-border">[[File:8.1omapp22.png|800px|8.1omapp22.png]]</div>
+&nbsp; &nbsp; &nbsp; &nbsp;ii.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Notifications Page:
+<div class="image-green-border">[[File:8.1omapp23.png|800px|8.1omapp23.png]]</div>
+== Glossary ==
+Some key terms and concepts introduced with the ICI Obligation Management App:
+[[File:7.16OM-Glossarytable.PNG|720px|7.16OM-Glossarytable.PNG]]
+== Known Issues ==
+[[File:7.16OM-KnownIsuuestable.PNG|720px|7.16OM-KnownIsuuestable.PNG]]
+{|
+|-
+| <span style="font-size: 13.718px;">'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;&#124;&nbsp;[[ICI_Sourcing_App|ICI Sourcing App]]&nbsp;&#124;&nbsp;[[Obligation_AI|Obligation AI]]&nbsp;&#124;</span>
+|}
+</div> </div> </div> </div> </div>
+|}

Contents

ICI Obligation Management[edit]

Purpose of the Document[edit]

The Prerequisites[edit]

Overview[edit]

The Challenge[edit]

The Solution Framework[edit]

The Capabilities[edit]

The Examples[edit]

The Benefits[edit]

ObligationAI, Obligation Management and Commitments[edit]

The Obligation Management Process[edit]

The Obligation Management Workflow[edit]

Working with Obligations[edit]

The Out-of-the-Box Entity[edit]

Contract Types[edit]

Seeded Attributes[edit]

Association[edit]

Masterdata[edit]

Rules[edit]

Notifications[edit]

Recommended configuration to the Obligation Object[edit]

Configuring your existing Agreement Contract Type to manage Obligations [edit]

Creating an Obligation for an Agreement[edit]

Creating an Obligation with Time-Based Fulfillment[edit]

To create an Obligation with Manual Fulfillment [edit]

Approving Obligations[edit]

Applying Hold on Obligation [edit]

Releasing the Hold[edit]

Applying Withdraw on Obligation[edit]

Replacing User in Obligations[edit]

Integrating Obligation AI with Obligation[edit]

Inheriting Obligations[edit]

Configuring your existing Agreement Contract Type to set Obligation Inheritance[edit]

Inheriting Obligations from Parent Agreement[edit]

Working with Fulfillments[edit]

The Out-of-the-Box Fulfillment Entity[edit]

Contract Types[edit]

Seeded Attributes[edit]

Rules[edit]

Creating & Editing Fulfillments[edit]

Adding Fulfillment Evidence[edit]

Approving Fulfillments[edit]

Cancelling Fulfillments[edit]

Configuring Reports[edit]

Creating Obligations in Bulk using Bulk Actions[edit]

Glossary[edit]

Known Issues[edit]

Latest revision as of 19:47, 4 September 2022

Contents

ICI Obligation Management

Purpose of the Document

The Prerequisites

Overview

The Challenge

The Solution Framework

The Capabilities

The Examples

The Benefits

ObligationAI, Obligation Management and Commitments

The Obligation Management Process

The Obligation Management Workflow

Working with Obligations

The Out-of-the-Box Entity

Contract Types

Seeded Attributes

Association

Masterdata

Rules

Notifications

Default Column Search Changes

Configuring your existing Agreement Contract Type to manage Obligations

Navigating through the Obligation Management App

Navigating the Dashboard

Navigating All Obligations

Navigating All Fulfillments

Navigating My Fulfillments

Creating an Obligation for an Agreement

Creating an Obligation with Time-Based Fulfillment

Creating an Obligation with Manual Fulfillment