Revision as of 12:21, 16 December 2021

Contract Digitalization

ICI includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICI supports the following features:

Converting legacy contracts (PDF and Images) into machine searchable documents
Converting unstructured contracts into structured contracts by identifying the metadata attributes (including String, Data, Date, Email, Boolean, User, and Lookup) in the contracts
Identifying and extracting clauses from the contract
Excel-based Bulk Upload capability that processes legacy contracts with attribute extraction in bulk
Visual cues on AI confidence on extracted information in Excel

You can quickly find a relevant contract through search on text or metadata, and analyze the presence or absence of clauses to identify hidden risks. You can also easily perform lifecycle actions such as renewal, terminate, amend and assign, as well as perform bulk actions to comply with changing regulations.

Create Attribute for Clause Discovery

ITo manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.

To create an atttribute, do the following:
1. Click "Agreements" tile on the Home page. The Agreements page opens.

2. Click "Create" button on the Agreements page. The Create Agreement page opens.

3. Select "Category". For example, Default.

4. Select "Contract Type Name". For example, DiscoverAI_CT.

5. Select "Third Party" from the Type of Paper drop-down list.

5. Click "Next".
6. On the Attributes page, click AI Model (which is a mandatory field).
7. Select DiscoverAI Standard from the drop-down to use AI to discover the clauses.

Note: Selecting the None option from the drop-down creates a regular third party Agreement.

8. Click "Select File" in the File Path field. You can select a PDF or .docx legacy file which you want to be discovered.

9. Click Discover to view the attributes discovered from the uploaded file.

Note:
- Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.
- The attributes that you want to be discovered can also be configured.

9. Click "Next".
10. On the Verify page, click "Create and Publish".

The left side menu will now have AI Insights as a new menu option. Under this menu you will notice two sub-menus AI Discovery and AI Studio

AI Discovery: displays the metadata values of the discovered clauses from the uploaded legacy document
AI Studio: is a dashboard for displaying the summary of various types of discovered clauses

11. Click the "AI Discovery" menu option. The values that have been fetched from the uploaded legacy file are displayed. You can different discovered data such as Clauses, Attributes, Tables, and Obligations.

12. Click the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.

You can review the discovered clauses and compare them for any deviation.

13. Click the "Elipses" button next to the Clause name. A Review button will pop-up.

14. Click the Review button. This opens a Review Clause window.

15. You can perform the following actions on this window:

Ignore the review
Defer the review for a later time
Compare the the discovered clause for any deviation.

17. Click "Confirm with Deviation". A pop to Add Note opens.

18. Add an appropriate note, and then click "Confirm". A deviation analysis is done.

Note: The deviation logic is complete only on clicking the Finish button. The Deviation count will change to 1 on the Deviations tab. The regular deviation process continues hereon.

Downloading Matched Clauses to Excel

The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear on the AI Discovery menu as descibed in the above section. These clauses can be exported to Excel for convenient offline reviews as follows:
1. Click the "Export" button to download the clause data in Excel format.

Complete end-to-end processing including Validation, Upload/Create Contract (Web)

<need SME inputs for this>

You can process a bulk upload contracts end-to-end. This includes validation and creation of the contract, thus making it easier to manage contracts.

For a bulk upload, you need to create the following two Excel files:

Data: This file includes information in the same format that we want it to be represented in the ICI UI, so that we have a record there. The Clause Discovery is done by the AI and the status of the bulk upload is always Executed.
Metadata: This file includes the metadata of the Contract Type that you have defined and saved in the Excel format.

To perform a bulk upload:

In a .zip folder, place the Data and Metadata Excel files along with the legacy document. Name the folder.
Click the Select Batch File button. Select the .zip folder.
Click the Submit button. A validation message File Updated Successfully is displayed.
Click the Refresh button to check if the validation process has begun or not. The status changes from Not Started to In Progress.
Click the Refresh button. The status changes to Needs Validation.
Click the Validate button. The Excel file containing the metadata is downloaded.
Click the Finalize button, an AI logic is run and the value that was uploaded in the document which has been fetched is given in the Excel. It then takes the amended Excel and creates the executed contracts as a batch process from the finalized attribute values. If an incorrect file is uploaded, an error message is displayed.

On completion of the batch process, the status changes to Completed.

Note: You can do multiple bulk uploads simultaneously.

You can also configure the extracted Excel document to be color coded linked to the confidence level. The colors - Green, Yellow and Red denote the most, medium and least confidence levels respectively, making it easier to identify them instead of having to search through all the options.

@@ Line 2: / Line 2: @@
 = Contract Digitalization =
-ICI includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICI supports:
+ICI includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICI supports the following features:
 *Converting legacy contracts (PDF and Images) into machine searchable documents
-*Converting unstructured contracts into structured contracts by identifying the metadata attributes (including&nbsp;''String, Data, Date, Email, Boolean, User, ''and''Lookup)'' in the contracts
+*Converting unstructured contracts into structured contracts by identifying the metadata attributes (including&nbsp;''String, Data, Date, Email, Boolean, User, ''and&nbsp;''Lookup)'' in the contracts
 *Identifying and extracting clauses from the contract
 *Excel-based Bulk Upload capability that processes legacy contracts with attribute extraction in bulk&nbsp;
 *Visual cues on AI confidence on extracted information in Excel
-You can quickly find a relevant contract through powerful search on text or metadata, and analyze the presence or absence of clauses to identify hidden risks. You can also easily perform lifecycle actions such as renewal, terminate, amend and assign, as well as perform bulk actions to comply with changing regulations.
+You can quickly find a relevant contract through&nbsp;search on text or metadata, and analyze the presence or absence of clauses to identify hidden risks. You can also easily perform lifecycle actions such as renewal, terminate, amend and assign, as well as perform bulk actions to comply with changing regulations.
-&nbsp;
 == Create Attribute for Clause Discovery ==
-In ICI, to manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type. To do so:<br/> 1. '''Click'''&nbsp;Agreements >&nbsp;''Create Agreement ''on the dashboard. The Create Agreement page opens.
+ITo manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.
-<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px|7.12 Adobe 01.PNG]]</div> <div class="image-green-border"><br/> 2.'''Select''' ''Category''. For example, ''Default.''<br/> 3. '''Select''' ''Contract Type Name''. For example, Legacy Sponsorship Types.&nbsp;<br/> 4. '''Select&nbsp;'''''Type of Paper - Third Party''.<br/> 5. '''Click '''''Next''.<br/> 6. On the ''Attributes ''page, '''click''' ''Clause Discovery Type'' (which is a mandatory field).&nbsp;<br/> 7. '''Select''' ''Discover AI'' from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI.PNG|720px|SP6 Discover AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
-. '''Click&nbsp;'''''Select File'' in the ''File Path''. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
-<div class="image-green-border">[[File:SP6 FR Discovery 11.png|720px|SP6 FR Discovery 11]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
-. '''Click''' ''Next''.&nbsp;<br/> 10.&nbsp;On the&nbsp;''Verify'' page, '''click''' ''Create and Publish''.&nbsp;
-<div class="image-green-border">[[File:SP6 FR Discovery 12.png|560px|SP6 FR Discovery 12]]</div> <div class="image-green-border"><br/> The ''Details ''page will now display the following 2 additional tabs:<br/> •&nbsp;&nbsp; &nbsp;''Metadata Discovery'': displays the metadata values of the discovered clauses from the uploaded legacy document<br/> •&nbsp;&nbsp; &nbsp;''Clause Discovery'': displays the discovered clauses from the uploaded legacy document</div>
-.&nbsp;'''Click''' the ''Metadata Discovery'' tab. The values that have been fetched from the uploaded legacy file are displayed. The best possible match will be displayed in each of the fields. The discoverable Metadata attributes include&nbsp;''String, Data, Date, Email, Boolean, User, ''and&nbsp;''Lookup''.&nbsp;For the ''Boolean ''type of discovery, you can toggle&nbsp;''Configured Attribute Field''&nbsp;to ''Yes/No,&nbsp;''as required.
-Since the steps for adding any attribute are quite similar in nature, let’s consider the Lookup attribute as an example.
+To create an atttribute, do the following:<br/> 1. '''Click'''&nbsp;"Agreements" tile on the Home page. The Agreements page opens.
-*For example, a ''Lookup Attribute'', such as the ''Country Name'', the options that were discovered from the uploaded document are highlighted in the screenshot below. Select the desired option as&nbsp;''United State''s.&nbsp;
+. '''Click'''&nbsp;"Create" button on the Agreements page.&nbsp;The Create Agreement page opens.
-<div class="image-green-border">[[File:Lookup Attribute 1.png|720px|SP7 - Lookup Attribute 1]]</div> <div class="image-green-border">&nbsp;</div>
-*The selected option which comes from Discover AI is then filtered in the Masterdata entities and when accepted, the selected value gets added to the Lookup (metadata field) on the ''Metadata Discovery'' tab of the ''Details ''page.
-<div class="image-green-border">[[File:Lookup Attribute 2.png|720px|SP7 Lookup Attribute 2]]</div>
-.&nbsp;'''Click '''the ''View potential matching value''s icon. The best potential matching values, based on the confidence level (3 being the highest confidence level) are displayed. A popup opens which displays the values fetched from the legacy file. (For example: Icertis solution).&nbsp;<br/> 13.&nbsp;'''Click''' ''Show More ''to display all the other relevant matches. You can select a value from this list.&nbsp;<br/> 14.&nbsp;'''Click '''''Save'' to save to the database of ICI or '''click''' ''Save As'' to save to the AI database.<br/> A popup Data has been saved successfully is displayed.<br/> 15.&nbsp;'''Click''' the ''Clause Discovery'' tab.&nbsp;
-<div class="image-green-border">[[File:SP6 FR Discovery 13.png|SP6 FR Discovery 13]]</div> <div class="image-green-border">&nbsp;</div>
-You can sort a long list of discovered clauses that are mapped to Attributes in following two ways, allowing you to quickly focus on specific items that match your sort criteria:
-*''Document Order'': This is the default and the clauses are displayed in the sequence in which they appear in the uploaded document.&nbsp;
+.&nbsp;'''Select'''&nbsp;"Category". For example, Default.
-*''Confidence Score'': The discovered clauses are displayed based on their confidence level, derived from the built-in AI logic. There are 3 levels of confidence, with the highest confidence level being listed first.
-<div class="note-box">'''Note:''' By a technical configuration, you can restrict the number of matches to be displayed in the&nbsp;''Matched Library Clauses ''section on the right hand side of the&nbsp;''Clause Discovery''&nbsp;tab of the''&nbsp;Details''&nbsp;page. By default, the 5 best matches are displayed.</div>
-&nbsp;
-<div class="image-green-border">[[File:SP6 Discover AI Document Order.png|720px|SP6 Discover AI Document Order]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
-By a technical configuration, you can restrict the number of matches to be displayed in the&nbsp;''Matched Library Clauses ''section on the right hand side of the&nbsp;''Clause Discovery''&nbsp;tab of the''&nbsp;Details''&nbsp;page. By default, the 5 best matches are displayed based on the maximum length of the matches and their confidence level.
-The discovered mapped clauses can be filtered using the following categories:
+. '''Select'''&nbsp;"Contract Type Name". For example, DiscoverAI_CT.
-*''All: ''displays all clauses that are discovered from the uploaded legacy file
+. '''Select '''"Third Party" from the Type of Paper drop-down list.
-*''Confirmed: ''displays clauses that you select to be confirmed by clicking the ''Confirm'' tab for the matched library clauses
+<div class="image-green-border">[[File:Create Agreement2.png|500px]]<br/> 5. '''Click '''"Next".<br/> 6. On the Attributes page, '''click''' AI Model (which is a mandatory field).&nbsp;<br/> 7. '''Select''' DiscoverAI Standard from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">[[File:AI Model Values.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
-*''Review Later: ''displays clauses that you may want to review later by clicking the ''Review Later'' tab for the matched library clauses
+. '''Click '''"Select File" in the File Path field. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
-*''Ignore: ''displays clauses that you select to be ignored
+<div class="image-green-border">[[File:File Attributes Discover.png|600px]]</div> <div class="image-green-border">9. '''Click''' Discover to view the attributes discovered from the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
-*''Not Identified:'' displays clauses that are present in the discovered clauses list, but are not identified. You can preview and confirm these later, if needed.
+. '''Click'''&nbsp;"Next".&nbsp;<br/> 10.&nbsp;On the Verify page, '''click'''&nbsp;"Create and Publish".&nbsp;
-*''Relevance Score:'' A relevance score of 80&nbsp;% indicates that it is an 80% match.
+<div class="image-green-border">[[File:Create and Publish.png|720px]]</div>
-</div> <div class="image-green-border">16.&nbsp;'''Select''' ''Track Deviation'' if you want to perform deviation analysis on a clause. This opens the ''Add Text ''popup.<br/> 17.&nbsp;'''Click''' M''ore / Compare''. ''Show More'' displays more options. ''Compare'' allows you to compare both sides.&nbsp;<br/> 18.&nbsp;'''Click '''''Confirm''. A deviation analysis is done.</div> <div class="image-green-border">19.&nbsp;'''Click '''''Finish''. The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI Finish.PNG|720px|SP6 Discover AI Finish]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+The left side menu will now have AI Insights as a new menu option. Under this menu you will notice two sub-menus AI Discovery and AI Studio
-== Downloading Matched Clauses to Excel ==
-The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear&nbsp;on the ''Clause Discovery'' tab of the ''Details ''page.&nbsp;<br/> These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1.&nbsp;'''Click''' ''Export Clause Data ''to display specific columns you would like to export to Excel. For example:
+*AI Discovery: displays the metadata values of the discovered clauses from the uploaded legacy document
+*AI Studio: is a dashboard for displaying the summary of various types of discovered clauses
-*Discovered Clause Category
+.&nbsp;'''Click''' the ''"''AI Discovery" menu option.&nbsp;The values that have been fetched from the uploaded legacy file are displayed. You can different discovered data such as Clauses, Attributes, Tables, and Obligations.
-*Discovered Clause Text
+<div class="image-green-border">[[File:Discovered Data1.png|720px]]</div>
-*Matched Clause Category
+. '''Click''' the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.
-*Matched Clause Text
-*Status – this is the status in the AI. For example, ''Confirmed''.
-[[File:SP6 Discover AI Clause Categories in Excel.png|720px|SP6 Discover AI Clause Categories in Excel]]<br/> &nbsp; </div>
+[[File:AI Studio.png|720px]]
+You can review the discovered clauses and compare them for any deviation.
+.&nbsp;'''Click'''&nbsp;the "Elipses" button next to the Clause name. A Review button will pop-up.
+. Click the Review button. This opens a Review Clause window.
+. You can perform the following actions on this window:
+*Ignore the review
+*Defer the review for a later time
+*Compare the the discovered clause for any deviation.&nbsp;
+[[File:Confirm Deviation.png|720px]]
+<div class="image-green-border">17.&nbsp;'''Click'''&nbsp;"Confirm with Deviation". A pop to Add Note opens.</div> <div class="image-green-border">18. '''Add''' an appropriate note, and then '''click''' "Confirm".&nbsp;A deviation analysis is done.<br/> &nbsp;</div> <div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
+== Downloading Matched Clauses to Excel ==
+The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear&nbsp;on the AI Discovery menu as descibed in the above section.&nbsp;These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1.&nbsp;'''Click'''&nbsp;the "Export"''&nbsp;button&nbsp;''to download the clause data in Excel format.
+<div class="image-green-border">[[File:Excel Export.png|720px]]</div>
 == Complete end-to-end processing including Validation,&nbsp;Upload/Create Contract (Web) ==
+<span style="color:#FF0000;">'''''<need SME inputs for this>'''''</span>
 You can process a bulk upload contracts end-to-end. This includes validation and creation of the contract, thus making it easier to manage contracts.
@@ Line 85: / Line 84: @@
 You can also configure the extracted Excel document to be color coded linked to the confidence level. The colors - ''Green, Yellow ''and ''Red ''denote the most, medium and least confidence levels respectively, making it easier to identify them instead of having to search through all the options.
 <div class="image-green-border">[[File:SP6 Discover AI Color Coded Clauses.png|720px|SP6 Discover AI Color Coded Clauses.png]]</div>
-&nbsp;
-&nbsp;
-&nbsp;
 '''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

Contents

Contract Digitalization[edit]

Create Attribute for Clause Discovery[edit]

Downloading Matched Clauses to Excel[edit]

Complete end-to-end processing including Validation, Upload/Create Contract (Web)[edit]

Revision as of 12:21, 16 December 2021

Contents

Contract Digitalization

Create Attribute for Clause Discovery

Downloading Matched Clauses to Excel

Complete end-to-end processing including Validation, Upload/Create Contract (Web)

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