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= Visualize AI =
 
= Visualize AI =
  
Due to the number of pages and convoluted texts of Agreements, it is difficult to easily search, access, skim through, understand or use them. The Visualize AI feature offers rich visualization using diagrams, graphs, charts, images, and visually structured layouts to make Agreements easily searchable, readable, and understandable. This feature is available in ICM through a technical configuration.
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Due to the number of pages and convoluted texts of Agreements, it is difficult to easily search, access, skim through, understand or use them. The Visualize AI feature offers rich visualization using diagrams, graphs, charts, images, and visually structured layouts to make Agreements easily searchable, readable, and understandable. This feature is available in ICI through a technical configuration.
 
<div class="image-green-border">[[File:Visualize AI 1.png|720px|Visualize AI 1]]</div>  
 
<div class="image-green-border">[[File:Visualize AI 1.png|720px|Visualize AI 1]]</div>  
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== Types of Visualizations ==
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Two types of visualizations are available:
 
Two types of visualizations are available:
  
 
1. '''Agreement centric:''' Visualize AI is launched for the selected Agreement allowing the user to easily navigate through the related entities and possible actions.
 
1. '''Agreement centric:''' Visualize AI is launched for the selected Agreement allowing the user to easily navigate through the related entities and possible actions.
<div class="image-green-border">[[File:Visualize AI 2.png|720px|Visualize AI 2]]</div>  
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<div class="image-green-border">[[File:Visualize AI 2.PNG|720px|Visualize AI 2.PNG]]</div>  
 
2. '''Saved Search centric:''' Visualize AI is launched based on selected Saved Search (if technically configured for the scope of the saved search) allowing users to view a collection of Agreements grouped and aggregated as per the configuration, and to easily navigate using the rendered graph.
 
2. '''Saved Search centric:''' Visualize AI is launched based on selected Saved Search (if technically configured for the scope of the saved search) allowing users to view a collection of Agreements grouped and aggregated as per the configuration, and to easily navigate using the rendered graph.
<div class="image-green-border">[[File:Visualize AI 3.png|720px|Visualize AI 3]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Saved Search centric visualization is available only for Agreements and no other entities.</div>  
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<div class="image-green-border">[[File:Visualize AI 03.png|720px|Visualize AI 03.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Saved Search centric visualization is available only for Agreements and no other entities.</div>  
 
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== Data Fetching, Data Transformation and Data Rendering ==
 
== Data Fetching, Data Transformation and Data Rendering ==
  
The Visualize AI app is tightly coupled with the standard ICM entities. With the 7.9 release, the app is now able to&nbsp;cater to the&nbsp;customization needs of many enterprise customers by implementing hooks for&nbsp;the following purposes:
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The Visualize AI app is tightly coupled with the standard ICI entities. However, the app has been unable to cater to these customization needs of many enterprise customers who have customized these entities and have written their own logic.
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With this release, we support implementation of custom visualization using the following purposes:
  
 
*Data Fetching (for example, fetching data from external Web services)  
 
*Data Fetching (for example, fetching data from external Web services)  
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*Data Rendering (for example, adding custom nodes in visualization)  
 
*Data Rendering (for example, adding custom nodes in visualization)  
  
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== Establishing a contract lineage using AI &nbsp; ==
 
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== Table Discovery ==
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With the 7.9&nbsp;release, the Visualize AI app has been further enhanced to include Table discovery. Along with Clause and metadata, ICM now also extracts tables (including information such as SLAs, price list, etc.) in Agreements and displays them on the ''Details'' page, so that relevant action can be taken on them as required. Automatically recognizing table data inside the Agreements saves a lot of manual labor of identifying and tagging the data correctly. The discovered tables have to be associated with the parent Agreement.
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The table discovery allows you to:
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*Discover the Associated Document data and the Association type if present in the uploaded Agreement document
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*Update the table if needed
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*Create a new Associated Document in ICM once the data is finalized
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<div class="note-box">'''Note:''' Only .docx document format is supported.</div>
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=== &nbsp; ===
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=== Discovering Tables in an Agreement ===
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1. '''Create''' an Agreement (''Third Party Type Of Paper'').&nbsp;<br/> 2. '''Ensure''' that the''Clause Discovery'' funcitonality is turned on and the Contract Type is enbled for table discovery.<br/> 3. '''Upload''' the Agreement. ICM automatically queues the Agreement for table discovery.<br/> &nbsp;
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=== Viewing Discovered Tables in an Agreement ===
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1. '''Click''' the ''Table Discovery'' tab on the uploaded ''Agreement Details'' page.<br/> 2. ICM displays a list of the Discovered Tables for that Agreement Document.<br/> &nbsp;
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=== Selecting the Type of Table to be able to create Associations for it ===
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Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract.&nbsp;<br/> ICI has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;<br/> Contract owners can now:&nbsp;
  
You can create Associated Documents using the data in the discovered tables. You are basically discovering the Associated Document type and the columns associated with that document type&nbsp;<br/> To do so:<br/> 1.'''&nbsp;Click''' the Table Discovery tab on the uploaded Agreement Details page.<br/> 2.&nbsp;In the ''Discovered Tables'' window when matching data is present, the give the exact Association with that table are discovered. For example, the ''Payment Details'' and the ''Service Details ''are discovered. These are associated and the names of the header are also discovered.&nbsp;<br/> 3.&nbsp;You can select whether the table should have a header or not by enabling the ''Has Header ''flag to ''Yes''.&nbsp;<br/> By doing this, the first row of the table will be marked as the header and Associations will not be created for it. If there are 2 rows other than the header, then 2 Associations will be created. A green tick mark will be displayed next to them which means that they are successfully created in the Table Discovery tab.&nbsp;<br/> 4.&nbsp;'''Click '''the ''Associations'' tab to see the Associations that are discovered.&nbsp;
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*Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.  
<div class="note-box">'''Note: '''Once the Associations are created, you cannot make any changes to it. It will be disabled.</div>
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*Get a consolidated view of changes by grouping them into weeks, months, quarters or years.  
=== <br/> Saving the changes of the Table Discovery for the Agreement ===
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*View the previous and changed values of individual attributes, clauses, and so on.  
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*Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.
  
You can save the interim progress of the Table Discovery for an Agreement, so that you can review it later by:<br/> 1.&nbsp;'''Click''' the Table Discovery tab on the uploaded ''Agreement Details'' page.<br/> 2.&nbsp;In the ''Discovered Tables'' window, make changes to the tables as needed and'''click '''the''Save Changes ''button to save the changes made to the table. The ''Table data saved'' message is displayed.<br/> If the Association type is not discovered, you may leave a column empty if you do not want to create an association but perform some other actions later. &nbsp;<br/> &nbsp;
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=== Using Agreement Lineage Visualization ===
  
=== Finishing the Table Identification for an Agreement ===
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#Navigate to the agreement for which you want to view the agreement lineage.&nbsp;
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#'''Click''' the ''VisualizeAI'' icon on the agreement ''Details'' page. The ''VisualizeAI'' tab opens.
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<div class="image-green-border">[[File:7.12 AIML Lineage 1.png|720px|7.12 AIML Lineage 1.png]]</div> <ol start="3">
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<li>'''Click '''the ''Agreement Lineage Visualization'' tab. The visualization is displayed for Attributes, Clauses, Association, Status, Team, Amendment and Commitments. The number next to the entity indicates the number of iterations of change for the entity in that period.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 AIML Lineage 2.png|720px|7.12 AIML Lineage 2.png]]</div> <ol start="4">
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<li>'''Click '''the zoom-out button to view year-wise visualization. You can vary the zoom level to visualize the lineage based on quarter, month, week and days.&nbsp;</li>
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</ol>
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<div class="image-green-border">[[File:7.12 AIML Lineage 3.png|720px|7.12 AIML Lineage 3.png]]</div> <ol start="5">
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<li>'''Double-click''' the number to expand the view. The details of the changes will be displayed, for example, double-clicking the number next to ''Attributes ''will display all the attributes such as ''Effective Date'', ''Contract Value'' and so on, which have undergone changes or modifications.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 AIML Lineage 4.png|720px|7.12 AIML Lineage 4.png]]</div> <ol start="6">
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<li>'''Click '''the attribute to view the changes, for example, for ''Contract Value'' the ''Old Value'' is blank and the ''New Value'' is 200000 USD.</li>
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</ol>
  
You can complete the Table identification for an Agreement, so that the identified tables become part of the Agreement.&nbsp;<br/> 1.'''&nbsp;Click''' the ''Finish ''button when you have identified the discovered tables.<br/> 2.&nbsp;ICM saves the identified tables for the Agreement.<br/> 3.&nbsp;'''Click''' ''Export to Excel'' if you want to export the data that has been discovered.&nbsp;
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'''Related Topics:'''&nbsp;[[AIML|AIML]] | [[Negotiate_AI|Negotiate AI]] | [[Obligation_AI|Obligation AI ]]|
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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;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]]&nbsp;

Latest revision as of 09:18, 12 September 2020

Visualize AI

Due to the number of pages and convoluted texts of Agreements, it is difficult to easily search, access, skim through, understand or use them. The Visualize AI feature offers rich visualization using diagrams, graphs, charts, images, and visually structured layouts to make Agreements easily searchable, readable, and understandable. This feature is available in ICI through a technical configuration.

Visualize AI 1

 

 

 

Types of Visualizations

Two types of visualizations are available:

1. Agreement centric: Visualize AI is launched for the selected Agreement allowing the user to easily navigate through the related entities and possible actions.

Visualize AI 2.PNG

2. Saved Search centric: Visualize AI is launched based on selected Saved Search (if technically configured for the scope of the saved search) allowing users to view a collection of Agreements grouped and aggregated as per the configuration, and to easily navigate using the rendered graph.

Visualize AI 03.png
 
Note: Saved Search centric visualization is available only for Agreements and no other entities.

 

Data Fetching, Data Transformation and Data Rendering

The Visualize AI app is tightly coupled with the standard ICI entities. However, the app has been unable to cater to these customization needs of many enterprise customers who have customized these entities and have written their own logic.

With this release, we support implementation of custom visualization using the following purposes:

  • Data Fetching (for example, fetching data from external Web services)
  • Data Transformation (for example, adding a custom metadata property node)
  • Data Rendering (for example, adding custom nodes in visualization)

Establishing a contract lineage using AI  

Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract. 
ICI has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go. 
Contract owners can now: 

  • Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.
  • Get a consolidated view of changes by grouping them into weeks, months, quarters or years.
  • View the previous and changed values of individual attributes, clauses, and so on.
  • Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.

Using Agreement Lineage Visualization

  1. Navigate to the agreement for which you want to view the agreement lineage. 
  2. Click the VisualizeAI icon on the agreement Details page. The VisualizeAI tab opens.
7.12 AIML Lineage 1.png
  1. Click the Agreement Lineage Visualization tab. The visualization is displayed for Attributes, Clauses, Association, Status, Team, Amendment and Commitments. The number next to the entity indicates the number of iterations of change for the entity in that period.
7.12 AIML Lineage 2.png
  1. Click the zoom-out button to view year-wise visualization. You can vary the zoom level to visualize the lineage based on quarter, month, week and days. 
7.12 AIML Lineage 3.png
  1. Double-click the number to expand the view. The details of the changes will be displayed, for example, double-clicking the number next to Attributes will display all the attributes such as Effective Date, Contract Value and so on, which have undergone changes or modifications.
7.12 AIML Lineage 4.png
  1. Click the attribute to view the changes, for example, for Contract Value the Old Value is blank and the New Value is 200000 USD.


 

 

 

Related Topics: Create Agreement | Managing US Federal Contracts using ICI  | Contract Digitalization | DiscoverAI | NegotiateAI | ObligationAI