Obligation AI[edit]


= Obligation AI =

The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables discovery of Obligation from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations library and automatically extracting key metadata from the discovered Obligations. This feature is available in ICM through a technical configuration.

To view the Obligations in an Agreement:&nbsp;

1. '''Click''' the ''Obligation Discovery'' tab on the ''Agreement Details'' page. All the Obligations that AI has discovered from the Agreement document are highlighted.
<div class="image-green-border">[[File:Merge Obligation 1.png|720px|Merge Obligation 1]]</div> 
2. The following actions can be taken on selected Obligation:

*'''Click '''the Confirm to confirm the Obligation. 
*'''Click''' Review Later if you are unsure and want to review the Obligation later. 
*'''Click''' Metadata to view all the discovered metadata. The number (for example, 10.10) indicates the number of Attributes that are discovered such as ''Email, Numbers, Date and Time'', and so on.&nbsp; 
*'''Click''' Ignore to ignore the Obligation. 
*'''Click '''Parent Clause to see the parent Clause that the Obligation is linked to. 

To configure Obligation Discovery:

1. '''Click''' the ''Create Agreement'' tile on the Agreement Management Index page.

2. '''Select '''the ''Category, Contract Type Name and Third Party Type of Paper''.
<div class="image-green-border">[[File:Merge Obligation 2.png|720px|Merge Obligation 2]]</div> 
3. '''Click '''''Next.'' The Attributes page opens.

4. '''Select '''''Discovery AI'' from the ''Clause Discovery Type'' drop-down.

5. '''Toggle&nbsp;'''the ''AI Obligation Discovery Enabled ''Attribute (Boolean type) to ''Yes''.
<div class="image-green-border">[[File:Merge Obligation 3.png|720px|Merge Obligation 3]]</div> 
6. '''Click&nbsp;'''''Next''.
<div class="image-green-border">[[File:Merge Obligation 4.png|720px|Merge Obligation 4]]</div> 
7. '''Click '''''Create and Publish. ''It may take some time to discover the Clauses, Obligations, etc.
<div class="image-green-border">[[File:Merge Obligation 5.png|720px|Merge Obligation 5]]</div> 
8. '''Click '''the ''Clause Discovery'' tab on the ''Agreement Details'' page to see the number of Obligations that a Clause has which is indicated by the yellow icon next to the Clause. Click the icon to view the Obligation that is under the respective Clause.
<div class="image-green-border">[[File:Merge Obligation 6.png|720px|Merge Obligation 6]]</div> 
9. '''Click '''the ''Obligation Discovery'' tab on the ''Agreement Details'' page. All the Obligations that AI has discovered from the Agreement document are highlighted. The Matched Library Obligations are visible on the right hand side. The top 5 matching options and the relevance are displayed.
<div class="image-green-border">[[File:Merge Obligation 7.png|720px|Merge Obligation 7]]</div> 
10. '''Click '''''Confirm ''to confirm the Obligation.

11. '''Click '''''Finish ''to complete the discovery and continue with the workflow as expected.&nbsp;The ''Obligation Save Confirmation'' window opens.

12. '''Click '''''Mark Confirmed, Mark Ignored ''or''Cancel'' as required.
<div class="image-green-border">[[File:Merge Obligation 8.png|720px|Merge Obligation 8]]</div> 
13. '''Click '''''Export Obligation Data ''to export the Obligation information to an Excel file.
<div class="image-green-border">[[File:Merge Obligation 9.png|720px|Merge Obligation 9]]</div> 
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== Support for Template based discovered Obligations ==

With the 7.9&nbsp;release, in addition to the ML based discovery obligations, support for Template based ones are also supported. The user can:

*Choose the type of discovered obligations to be run for a contract i.e. from a ML based training model or from a predefined set of Templates. 
*Self-train/learn from the ML model internally based on the actions taken by the user on the discovered obligations and display a higher confidence the next time similar obligations are discovered. 

To discover Obligations:

1. On the ''Create Agreement'' page, '''enter''' the ''Contract Type Name''.

2. '''Select''' ''Third Party'' Type Of Paper.

3. '''Click''' ''Next.''
<div class="image-green-border">[[File:7.9 Obligation AI 1.PNG|720px|.9 Obligation AI 1]]</div> 
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4. On the ''Attributes'' page,'''enter''' the Attribute details and '''select''' ''ML based'' from the ''Obligation Discovery Type'' drop-down.
<div class="image-green-border">[[File:7.9 Obligation AI 2.PNG|720px|.9 Obligation AI 2]]</div> 
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5. '''Click''' ''Next''. The ''Obligation Discovery ''tab will be displayed on the ''Agreement Details'' page.

6. '''Click '''''Create. ''The ''Obligation Discovery ''tab will be displayed on the ''Agreement Details'' page.
<div class="image-green-border">[[File:7.9 Obligation AI 3.png|720px|7.9 Obligation AI 3]]</div> 
7.&nbsp;'''View''' the discovered obligations in the ''Discovered Obligations Mapped'' section.

8. '''Open '''the MS Excel sheet with the Obligation Template.
<div class="image-green-border">[[File:7.9 Obligation AI 4.png|720px|7.9 Obligation AI 4]]</div> 
9. '''Select''' the Agreement on the ''Agreement Management'' page.
<div class="image-green-border">[[File:7.9 Obligation AI 5.png|720px|7.9 Obligation AI 5]]</div> 
10. '''Click''' ''Confirm'' to confirm the discovered obligations or review them later.
<div class="image-green-border">[[File:7.9 Obligation AI 6.png|720px|7.9 Obligation AI 6]]</div> 
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'''Related Topics:'''&nbsp;[[AIML|AIML]] | [[Negotiate_AI|Negotiate AI]] | [[Visualize_AI|Visualize AI]] |&nbsp;