Negotiate AI[edit]


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= Negotiate AI =

As Legal people are more comfortable using MS Word to make and edit Agreements as compared to ICI, 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 ICI through a technical configuration.

You can now use Negotiate AI to work with Own Paper, 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 ICI. 
*Updating the Discovered Clause text and Attributes in the opened Word document of the Agreements and saving them to ICI. 

'''Note''':

*NegotiateAI supports the following versions: 
**Microsoft Office 2016 Desktop for Windows (versions higher than build 16.0.4390.1000 (64-bit)) 
**Microsoft Office on Windows (connected to Office 365 version): Version 1602 (Build 6741.0000) or later   

*ICI supports discovery of&nbsp;''String, Number, Boolean, Text Area, Currency, Choice, Email, Lookup Cascade, Date, Percentage and User attributes ''as well as validations for mandatory and invalid attribute values for all the supported data types, eligibility of contract types for AI discovery, etc.''&nbsp;''In this release, we have extended the discovery support to ''URL'' datatype and provided support for multi-choice, multi-choice lookup datatypes on the ''Attributes Discovery'' page.&nbsp;We have also added an option in the discovered clauses menu of ''NegotiateAI'' to find clauses similar to discovered clauses in the ICI repository. 

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== Prerequisites ==

*The plugin&nbsp;''Icertis Experience for Word&nbsp;''must be installed. 
*All the Discovery features should be present in the plugin&nbsp;''Icertis Experience for Word''&nbsp;when authoring an agreement, either using own or third party paper. 

To use Negotiate AI:

1. '''Login&nbsp;'''to ICI.&nbsp;
<div class="image-green-border">[[File:Negotiate AI 2.png|720px|Negotiate AI 2]]</div> 
2. '''Open '''the agreement document.

3.&nbsp;'''Click''' ''Icertis Experience for Word.''
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 1.PNG|720px|7.10 Enhancements in NegotiateAI 1.PNG]]</div> 
4. The Negotiate AI in the ''Icertis Experience for Word'' opens.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 2.png|720px|7.10 Enhancements in NegotiateAI 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Click '''the&nbsp;''Discover Attributes/Clauses'' button.</div> 
6. '''Select'''&nbsp;the&nbsp;''Category''&nbsp;and&nbsp;''Agreement Type''.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 3.png|720px|7.10 Enhancements in NegotiateAI 3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''All Contract Types with the ''Clause Discovery Type'' attribute irrespective of the value entered for the attribute'', ''i.e. ''Discover AI'' or ''None'' are listed in the ''Agreement Type'' drop-down.</div> 
7. '''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&nbsp;automatically.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 4.png|720px|7.10 Enhancements in NegotiateAI 4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Depending on the size of the Agreement, the discovery process may take some time.</div> 
8. The&nbsp;''Review Agreement Discovery Now''&nbsp;message appears.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 5.png|720px|7.10 Enhancements in NegotiateAI 5.png]]</div> 
== Agreement Clauses ==

9. '''Click&nbsp;'''the&nbsp;''Show''&nbsp;button to review and select from the detected clauses.

*The green color dots on the left-hand side indicate the confidence level of the match based on the clauses present in the Clause Library. 
*'''Click '''the green dots to 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:7.10 Enhancements in NegotiateAI 6.PNG|720px|7.10 Enhancements in NegotiateAI 6.PNG]]</div> 
10.&nbsp;'''Click '''the clause to see the location on the document.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 7.PNG|720px|7.10 Enhancements in NegotiateAI 7.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">11. The following actions can be taken on selected Clause:</div> 
*'''Click''' ''Confirm ''to confirm that the clause matches with 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 Deviation''&nbsp;box if you want to track the deviations. 
*'''Sort''' the Search by:&nbsp; 
**''Document Order'' 
**''Category Order&nbsp;''   
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 8.PNG|720px|7.10 Enhancements in NegotiateAI 8.PNG]]</div> 
12. '''Click''' ''Save ''to save your work in the ''Draft ''status. The same changes will reflect on the ICI UI. A new agreement is created, and the clauses will be displayed on the ''Clauses ''tab on the agreement&nbsp;''Details'' page.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 9.PNG|720px|7.10 Enhancements in NegotiateAI 9.PNG]]</div> 
13. '''Click''' ''Finish''. The remaining workflow continues as expected.
<div class="note-box">'''Note:''' Before taking any action on the clauses and clicking ''Finish'', you will first need to click ''Publish'' from the ''Agreement Attributes'' section to enable tagging of the clauses in ICI format in the agreement document.</div> 
== Agreement Attributes ==

14. '''Click&nbsp;'''the&nbsp;''Show'''''&nbsp;'''button to review and select from the detected attributes.&nbsp;
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 10.PNG|720px|7.10 Enhancements in NegotiateAI 10.PNG]]</div> 
All the discovered attributes (such as ''Contract Value, Effective Date, Expiry Date'' and so on) are displayed as shown in the screenshot below. The ''Contract Value'' is present with the supported currencies. The grouping of attributes is based on the grouping preferences applied at the time of Contract Type creation.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 11.png|720px|7.10 Enhancements in NegotiateAI 11.png]]</div> 
*The green color dots on the left-hand side indicate the confidence level of each attribute. 
*Click the green dots to display the actions that can be taken, such as ''Select Matched Attribute, ''Ignore Attribute and ''Identify Attribute''. 

15. '''Edit'''&nbsp;the attributes as required. For example, you can select an ''External Eignatory'' or change the ''Effective Date/Expiry Date.''
<div class="image-green-border">16.&nbsp;'''Click '''''Publish''. This checks for any validation error in mandatory and invalid attribute values, as shown in the screenshot below:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 12.png|720px|7.10 Enhancements in NegotiateAI 12.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note''': Clicking ''Publish'' saves all the changes in ICI. You can continue working on the agreement until you click the ''Finish ''button in the next step.</div> </div> 
17. '''Click '''''Finish''. All the confirmed attribute values are saved and tagged in ICI format in the agreement document, and the latest version of the agreement is created in ICI in the ''Versions ''tab.

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== Similar Agreements&nbsp; ==

18. '''Click'''&nbsp;''View Similar&nbsp;Agreements&nbsp;''if you want to view similar Agreements from ICI that may have been created for other customers or that are of the same Contract Value.
<div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 2.png|720px|7.10 Enhancements in NegotiateAI 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">19. '''Set '''the&nbsp;''Apply Filter''&nbsp;to&nbsp;''ON ''to find similar Agreements.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 14.PNG|720px|7.10 Enhancements in NegotiateAI 14.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">20. '''Choose '''the&nbsp;Contract Type&nbsp;from the ''Choose Contract Type'' drop-down to further refine your search.</div> 
21. '''Click&nbsp;'''''Proceed'' if you want to find similar Agreements.
<div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Enhancements in NegotiateAI 15.PNG|720px|7.10 Enhancements in NegotiateAI 15.PNG]]</div> 
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== Agreement Similarity ==

While negotiating a particular Clause, the contract negotiator would like to quickly find similar Clauses in contracts that have already been executed to be able to make informed decisions. This also applies to the Agreement as a whole where the negotiator can refer to historical data from similar Agreements.

The following options are provided within the Add-in so that the user can:

*Select a Clause/text and find similar Clauses from the ICI repository and compare them with the selected one 
*Select similar Agreements present in the ICI repository 
*Choose a filter to narrow down the Similarity search (for Clauses and Agreements) within particular type of Agreements 

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=== Creating a Rule and building your own repository ===

To create a Rule and build your own repository of ICI contracts within which similar Clauses (or Agreements) can be extracted:

#'''Click''' the ''Configuration'' tile on the Dashboard. 
#'''Click''' the''Rules'' tile. 
#'''Click''' ''Select Contract Type''. For example, Testing Negotiate AI. 
#'''Select''' the Rule that you want to edit. 
#'''Enter '''the ''Rule Name.'' For example, Rule to index similarity.&nbsp; 
#'''Enter''' the ''Rule Description''. The Contract Type, Rule Type and Event are auto populated. 
#'''Click''' ''Next''. The ''Edit Rul''e page opens. 
#'''Click''' ''Update''. 
#The ''Rule updated successfully'' message is displayed. '''Click''' ''OK''. 

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=== Finding Similar Clauses (or Agreements) ===

Let’s consider an example of finding similar Clauses. You can follow the same method to find similar Agreements.

1. '''Open''' the Agreement Document. The Negotiate AI in the Icertis Experience for Word opens.

2. '''Click&nbsp;'''''View Similar Clauses''.
<div class="image-green-border">[[File:7.10 Negotiate AI 5.png|720px|7.10 Negotiate AI 5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Similar Clauses (or Agreements) will be displayed based on the user authorization on the contract.</div> 
3. '''Select''' a Clause in the Agreement Document and apply the ''Similarity Filter'' to search for similar Clauses in it.
<div class="image-green-border">[[File:7.9 Negotiate AI 6.png|720px|7.9 Negotiate AI 6]]</div> 
4. It will be displayed in the ''Current Selection'' section.

5. '''Click '''''Proceed''. Clauses that are similar to the selected one will be displayed.

6.&nbsp;'''Click''' Compare to get a comparison of the Clauses.
<div class="image-green-border">[[File:7.9 Negotiate AI 7.png|720px|7.9 Negotiate AI 7]]</div> 
7. The ''Discovery complete message'' is displayed when similar Clauses are discovered.

8.&nbsp;'''Click''' ''Show ''to view the discovered Clauses in the ''Review Agreement Discovery Now'' section. A list of all discovered Clauses will be displayed in the All tab of the Agreement Clauses pane.
<div class="image-green-border">[[File:7.9 Negotiate AI 8.png|720px|7.9 Negotiate AI 8]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Both tagged and non-tagged clauses/text within the agreement document will be displayed in the list.</div> 
9.&nbsp;'''Click''' ''Sort ''By if you want to sort the Clauses ''by Document Order or Category Order.''

10. '''Select '''a Clause and '''click '''''Select Matched Clause'' if it matches your search criteria. For example.''Preamble'' The selected Clauses will then appear in the Confirmed tab. You can ignore a Clause or Remove Identification if it does not match your search criteria. These will then be displayed in the respective tabs.
<div class="image-green-border">[[File:7.9 Negotiate AI 9.png|720px|7.9 Negotiate AI 9]]</div> 
11.&nbsp;'''Click''' ''Save''. The ''Clause Matching Library'' pane opens.
<div class="image-green-border">[[File:7.9 Negotiate AI 10.png|720px|7.9 Negotiate AI 10]]</div> 
You can compare, confirm, replace or review Clauses later. You can also track deviation on the Clauses.
<div class="image-green-border">[[File:7.9 Negotiate AI 11.png|720px|7.9 Negotiate AI 11]]</div> 
12.&nbsp;'''Click''' ''Select from Library'' if you want to select the Clause from the ICI repository.

13. You can edit the Attributes here from the ''Agreement Metadata'' pane.
<div class="image-green-border">[[File:7.9 Negotiate AI 12.png|720px|7.9 Negotiate AI 12]]</div> 
== Discovering Attributes and Clauses using Icertis Experience for Word ==

When you initiate the discovery process using the Icertis Experience for Word, the system triggers the discovery of attributes and clauses for both - own and third party type of paper. However, only non-tagged attributes and clauses are discovered.

To discover attributes and clauses:

1. '''Download''' the latest agreement in Word format from the ''Versions'' tab on the agreement ''Details'' page.

2. '''Open''' the agreement using the Icertis Experience for Word.

3. '''Click''' the ''Discovered Attributes/Clauses'' button.

The discovery is triggered but ICI-tagged attributes and clauses are not discovered. All other attributes and clauses are discovered and displayed, as shown in the screenshots for Clauses and Attributes below:

'''Clauses:'''
<div class="image-green-border">'''[[File:7.10 Discover AI Obligation AI Support for Own Paper 14.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 14.png]]'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Attributes:'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 15.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 15.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note:'''</div> 
*If you create an agreement that does not have the ''Clause Discovery Type'' attribute, an error message is displayed as shown in the screenshot below: 
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 16.PNG|720px|7.10 Discover AI Obligation AI Support for Own Paper 16.PNG]]</div> 
*If a latest agreement version is present in ICI, but you open the previous version using Icertis Experience for Word, ICI automatically detects the latest version, as shown in the screenshot below: 
<ul style="list-style-type: circle; margin-left: 40px;">
<li>Clicking ''Yes'' will automatically download and open the latest version.</li>
<li>Clicking ''No ''will let you continue working on the previous version. After you confirm the attributes and clauses and click ''Finish'', this version will be saved as the latest one in ICI.</li>
</ul>
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 17.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 17.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="note-box">'''Note: '''The automatic download and opening of the latest agreement version is supported only in Microsoft Office 365 Word version. In the Office Desktop version, the below error message is displayed:</div> </div> <div>&nbsp;</div> <div class="image-green-border">&nbsp;[[File:7.10 Discover AI Obligation AI Support for Own Paper 18.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 18.png]]</div> <div class="image-green-border">&nbsp;</div> 
== AI powered playbook in WordAI ==

=== Digitization of legal playbook in ICI using masterdata ===

The playbook masterdata is the repository where users can define the clause wise playbook exceptions and their defining parameters.<br/> Users can configure a masterdata and define multiple playbook positions for a standard library clause in context of the contract type in which the clause is used. Users can also specify parameters and criteria for playbook positions to raise exceptions.

The Legal playbook masterdata can include details about:

*Sections or clause 
*Context: what to look for in the document 
*Standard position: position of the exception in a document 
*Rationale: the rational reasoning for exception 
*Alternate languages 
*Walk away position 
*Escalations 

==== Seeded playbook Attributes ====

ICI provides set of seeded global attributes using which users can create and execute legal playbook exceptions on ICM clauses.

The attributes are:

<table image>

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'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp; |&nbsp;[[Contract_Digitalization|Contract Digitalization]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]