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*Updating the Discovered Clause text and Attributes in the opened Word document of the Agreements and saving them to ICM. | *Updating the Discovered Clause text and Attributes in the opened Word document of the Agreements and saving them to ICM. | ||
<div class="note-box">'''Note''': This feature works on Office 2016 and later and Office.js installed. </div> | <div class="note-box">'''Note''': This feature works on Office 2016 and later and Office.js installed. </div> | ||
| + | === === | ||
| + | <div class="image-green-border">[[File:Negotiate AI 1.png|Negotiate AI 1]]</div> | ||
=== Prerequisites === | === Prerequisites === | ||
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1. '''Login '''to ICM. | 1. '''Login '''to ICM. | ||
| − | + | <div class="image-green-border">[[File:Negotiate AI 2.png|Negotiate AI 2]]</div> | |
2. '''Click '''''Import Agreement ''to import the document as an Agreement. The ''Automatically Process Agreement ''message indicating that the Clauses and the Attributes will automatically be identified is displayed. | 2. '''Click '''''Import Agreement ''to import the document as an Agreement. The ''Automatically Process Agreement ''message indicating that the Clauses and the Attributes will automatically be identified is displayed. | ||
| − | + | <div class="image-green-border">[[File:Negotiate AI 3.png|Negotiate AI 3]]</div> | |
3. '''Click '''''Start.'' | 3. '''Click '''''Start.'' | ||
| − | + | <div class="image-green-border">''[[File:Negotiate AI 4.png|Negotiate AI 4]]''</div> | |
4. '''Select''' the ''Contract Type''. Select the ''Language, Category ''and ''Agreement Type''. | 4. '''Select''' the ''Contract Type''. Select the ''Language, Category ''and ''Agreement Type''. | ||
| − | + | <div class="image-green-border">[[File:Negotiate AI 5.png|Negotiate AI 5]]</div> | |
5. '''Click '''''Discover''. The ''Discovery in Progress'' message is displayed while the Clauses are being discovered from the Clause Library and the Attributes are being identified to tag them to the Imported Agreements automatically. | 5. '''Click '''''Discover''. The ''Discovery in Progress'' message is displayed while the Clauses are being discovered from the Clause Library and the Attributes are being identified to tag them to the Imported Agreements automatically. | ||
| − | <div class="note-box">'''Note''': Depending on the size of the Agreement, the discovery process may take some time.</div> | + | <div class="image-green-border">[[File:Negotiate AI 6.png|Negotiate AI 6]]</div> <div class="note-box">'''Note''': Depending on the size of the Agreement, the discovery process may take some time.</div> |
6. The ''Review Agreement Discovery Now'' message appears displaying the number of Clauses and Attributes found. | 6. The ''Review Agreement Discovery Now'' message appears displaying the number of Clauses and Attributes found. | ||
| + | <div class="image-green-border">[[File:Negotiate AI 7.png|Negotiate AI 7]]</div> | ||
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| − | + | === Agreement Clauses === | |
| − | + | 7. '''Click '''''Show'' next to the number of Clauses found so that you can review and select from the detected Clauses. | |
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*The dots on the left hand side indicate the confidence level of the match based on the Clauses present in the Clause Library. | *The dots on the left hand side indicate the confidence level of the match based on the Clauses present in the Clause Library. | ||
*The dots on the right hand side display the actions that can be taken on the Clauses, such as Select Matched Clause, Ignore Clause and Remove Identification. | *The dots on the right hand side display the actions that can be taken on the Clauses, such as Select Matched Clause, Ignore Clause and Remove Identification. | ||
| − | + | <div class="image-green-border">[[File:Negotiate AI 8.png|Negotiate AI 8]]</div> | |
| − | + | 8. '''Click '''the Clause to see the location on the document. | |
| + | <div class="image-green-border">''[[File:Negotiate AI 9.png|Negotiate AI 9]]''</div> <div class="image-green-border">''[[File:Negotiate AI 10.png|Negotiate AI 10]]''</div> | ||
| + | 9. The following actions can be taken on selected Clause: | ||
*'''Click''' ''Confirm ''to confirm that the Clause matches what is available in the Clause Library. This Clause then appears under the ''Confirm'' tab. | *'''Click''' ''Confirm ''to confirm that the Clause matches what is available in the Clause Library. This Clause then appears under the ''Confirm'' tab. | ||
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**''Document Order'' | **''Document Order'' | ||
**''Category Order '' | **''Category Order '' | ||
| + | <div class="image-green-border">''[[File:Negotiate AI 11.png|Negotiate AI 11]]''</div> | ||
| + | 10. '''Click''' ''Save ''to save your work in the ''Draft ''status. The same changes will reflect on the ICM UI. A new Agreement is created and the Clauses will be displayed on the ''Clause Discovery'' tab on the ''Agreement Details'' page. | ||
| + | <div class="image-green-border">[[File:Negotiate AI 12.png|Negotiate AI 12]]</div> | ||
| + | 11. '''Click''' ''Finish''. The remaining workflow continues as expected. | ||
| − | + | === Agreement Attributes === | |
| − | + | 12. '''Click '''the ''Show'' button next to the number of Attributes found so that you can review and select from the detected Attributes. All the possible values of the metadata that is identified by AI for these Attributes, such as External Signatory, Contract Value, Effective Date, Expiry Date and so on. The Contract Value is present with currencies. The grouping of Attributes is based on the grouping preferences applied at the time of Contract Type creation. | |
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<ul style="margin-left: 40px;"> | <ul style="margin-left: 40px;"> | ||
<li>The dots on the left hand side indicate the confidence level of each Attribute.</li> | <li>The dots on the left hand side indicate the confidence level of each Attribute.</li> | ||
<li>The dots on the right hand side display the actions that can be taken on the Attribute, such as Select Matched Attribute, Identify Attribute and Ignore Attribute.</li> | <li>The dots on the right hand side display the actions that can be taken on the Attribute, such as Select Matched Attribute, Identify Attribute and Ignore Attribute.</li> | ||
</ul> | </ul> | ||
| + | <div class="image-green-border">[[File:Negotiate AI 14.png|Negotiate AI 14]]</div> | ||
| + | All the possible values of the metadata that is identified by AI for these Attributes, such as External Signatory, Contract Value, Number of Renewals, etc. | ||
| + | <div class="image-green-border">[[File:Negotiate AI 15.png|Negotiate AI 15]]</div> | ||
| + | The grouping of Attributes is based on the grouping preferences applied at the time of Contract Type creation. | ||
| − | + | 13. '''Edit''' the Attributes as required. For example, you can select an external signatory or change the Effective/Expiry Date. | |
| + | <div class="image-green-border">[[File:Negotiate AI 16.png|Negotiate AI 16]]</div> | ||
| + | 14. '''Click '''''Save'' to save your changes. | ||
| − | + | 15. '''Click '''''Finish''. The remaining workflow continues as expected. | |
| − | + | | |
| − | + | === Similar Agreements === | |
| − | + | 16. '''Click''' ''Similar Agreements'' if you want to view similar Agreements from ICM that may have been created for other customers or that are of the same Contract Value. | |
| + | <div class="image-green-border">[[File:Negotiate AI 17.png|Negotiate AI 17]]</div> | ||
| + | 17. '''Click''' ''Similarity Filter'' to find similar Agreements. | ||
| + | <div class="image-green-border">[[File:Negotiate AI 18.png|Negotiate AI 18]]</div> | ||
| + | 18. ''Choose Contract Type'' to further refine your search. | ||
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| + | 19. '''Click '''''Find'' if you want to find similar Agreements or ''Cancel ''if you want to cancel your search. | ||
| + | <div class="image-green-border">[[File:Negotiate AI 19.png|Negotiate AI 19]]</div> | ||
| + | The ''Fetching data'' message is displayed as it may take some time to find similar data if there are many Agreements. You can see the percentage indicating how much the Agreements match. | ||
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Revision as of 05:12, 9 May 2019
Contents
Negotiate AI
As Legal people are more comfortable using MS Word to make and edit Agreements as compared to ICM, the Negotiate AI feature has been added in this release to help bridge this gap. This enables real-time negotiation and provides assistance at the time of the Agreement review by looking up similar Agreements or similar Clause text. This feature is available in ICM through a technical configuration.
You can now use Negotiate AI to work with Third Party and Legacy Contracts by:
- Selecting a Discovered Clause text and Attributes in the opened MS Word document of the Agreements and finding similar Clause text in ICM.
- Updating the Discovered Clause text and Attributes in the opened Word document of the Agreements and saving them to ICM.
Prerequisites
- The plugin Icertis Experience for Word must be installed.
- All the Discovery features should be present in the plugin Icertis Experience for Word when authoring a Third Party Agreement.
To use Negotiate AI:
1. Login to ICM.
2. Click Import Agreement to import the document as an Agreement. The Automatically Process Agreement message indicating that the Clauses and the Attributes will automatically be identified is displayed.
3. Click Start.
4. Select the Contract Type. Select the Language, Category and Agreement Type.
5. Click Discover. The Discovery in Progress message is displayed while the Clauses are being discovered from the Clause Library and the Attributes are being identified to tag them to the Imported Agreements automatically.
6. The Review Agreement Discovery Now message appears displaying the number of Clauses and Attributes found.
Agreement Clauses
7. Click Show next to the number of Clauses found so that you can review and select from the detected Clauses.
- The dots on the left hand side indicate the confidence level of the match based on the Clauses present in the Clause Library.
- The dots on the right hand side display the actions that can be taken on the Clauses, such as Select Matched Clause, Ignore Clause and Remove Identification.
8. Click the Clause to see the location on the document.
9. The following actions can be taken on selected Clause:
- Click Confirm to confirm that the Clause matches what is available in the Clause Library. This Clause then appears under the Confirm tab.
- Click Review Later if you are unsure and want to review a Clause later.
- Click Replace Clause if you want to replace the Clause with another one.
- Click Compare to compare the Clause based on the match from the Clause Library.
- Check the Track Deviations box if you want to track the deviations.
- Sort the Search by:
- Document Order
- Category Order
10. Click Save to save your work in the Draft status. The same changes will reflect on the ICM UI. A new Agreement is created and the Clauses will be displayed on the Clause Discovery tab on the Agreement Details page.
11. Click Finish. The remaining workflow continues as expected.
Agreement Attributes
12. Click the Show button next to the number of Attributes found so that you can review and select from the detected Attributes. All the possible values of the metadata that is identified by AI for these Attributes, such as External Signatory, Contract Value, Effective Date, Expiry Date and so on. The Contract Value is present with currencies. The grouping of Attributes is based on the grouping preferences applied at the time of Contract Type creation.
- The dots on the left hand side indicate the confidence level of each Attribute.
- The dots on the right hand side display the actions that can be taken on the Attribute, such as Select Matched Attribute, Identify Attribute and Ignore Attribute.
All the possible values of the metadata that is identified by AI for these Attributes, such as External Signatory, Contract Value, Number of Renewals, etc.
The grouping of Attributes is based on the grouping preferences applied at the time of Contract Type creation.
13. Edit the Attributes as required. For example, you can select an external signatory or change the Effective/Expiry Date.
14. Click Save to save your changes.
15. Click Finish. The remaining workflow continues as expected.
Similar Agreements
16. Click Similar Agreements if you want to view similar Agreements from ICM that may have been created for other customers or that are of the same Contract Value.
17. Click Similarity Filter to find similar Agreements.
18. Choose Contract Type to further refine your search.
19. Click Find if you want to find similar Agreements or Cancel if you want to cancel your search.
The Fetching data message is displayed as it may take some time to find similar data if there are many Agreements. You can see the percentage indicating how much the Agreements match.
Related Topics: AIML | Obligation AI | Visualize AI |
