From ICIHelp7.14
Jump to: navigation, search
 
(15 intermediate revisions by 3 users not shown)
Line 2: Line 2:
 
= Obligation AI =
 
= 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.
+
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 ICI through a technical configuration.
  
 
To view the Obligations in an Agreement: 
 
To view the Obligations in an Agreement: 
  
−
1. '''Click''' the ''Obligation Discovery'' tab on the ''Agreement Details'' page. All the Obligations that AI has discovered from the Agreement document are highlighted.
+
1. '''Click''' the ''Obligations ''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|Merge Obligation 1]]</div>
+
 
 
2. The following actions can be taken on selected Obligation:
 
2. The following actions can be taken on selected Obligation:
  
−
*'''Click '''the Confirm to confirm the Obligation.  
+
*'''Click '''''Confirm'' to confirm the Obligation.  
−
*'''Click''' Review Later if you are unsure and want to review the Obligation later.  
+
*'''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''' 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''' ''Ignore ''to ignore the Obligation.  
−
*'''Click '''Parent Clause to see the parent Clause that the Obligation is linked to.  
+
*'''Click '''''Parent Clause'' to see the parent Clause that the Obligation is linked to.  
  
 
To configure Obligation Discovery:
 
To configure Obligation Discovery:
  
−
1. '''Click''' the ''Create Agreement'' tile on the Agreement Management Index page.
+
1. '''Click'''&nbsp; ''Agreement Management >&nbsp;''''Create Agreement'''''<b>tile on the Agreement Management Index page.</b>
  
−
2. '''Select '''the ''Category, Contract Type Name and Third Party Type of Paper''.
+
2. '''Select '''the ''Category, Contract Type Name ''and the''Type of Paper''.
−
<div class="image-green-border">[[File:Merge Obligation 2.png|Merge Obligation 2]]</div>  
+
<div class="image-green-border">[[File:7.12 Obligation AI 02.PNG|720px|7.12 Obligation AI 02.PNG]]</div>  
 
3. '''Click '''''Next.'' The Attributes page opens.
 
3. '''Click '''''Next.'' The Attributes page opens.
  
Line 27: Line 27:
  
 
5. '''Toggle&nbsp;'''the ''AI Obligation Discovery Enabled ''Attribute (Boolean type) to ''Yes''.
 
5. '''Toggle&nbsp;'''the ''AI Obligation Discovery Enabled ''Attribute (Boolean type) to ''Yes''.
−
<div class="image-green-border">[[File:Merge Obligation 3.png|Merge Obligation 3]]</div>  
+
<div class="image-green-border">[[File:Merge Obligation 3.png|720px|Merge Obligation 3]]</div>  
 
6. '''Click&nbsp;'''''Next''.
 
6. '''Click&nbsp;'''''Next''.
−
<div class="image-green-border">[[File:Merge Obligation 4.png|Merge Obligation 4]]</div>  
+
<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.
 
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|Merge Obligation 5]]</div>  
+
<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.
+
8. '''Click&nbsp;'''the&nbsp;''Clauses ''tab on the&nbsp;agreement&nbsp;''Details''&nbsp;page to see the obligations that a clause has, which is indicated by the yellow icon next to the clause. '''Click''' the icon to view the obligations.
−
<div class="image-green-border">[[File:Merge Obligation 6.png|Merge Obligation 6]]</div>  
+
<div class="image-green-border">[[File:7.10 Obligation Discovery 3.PNG|720px|7.10 Obligation Discovery 3.PNG]]</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.
+
9.&nbsp;'''Click&nbsp;'''the&nbsp;''Obligations ''tab on the&nbsp;agreement&nbsp;''Details''&nbsp;page. All the obligations that AI has discovered from the agreement document are highlighted. Click the ''Review ''link to view the Matched Library Obligations.
−
<div class="image-green-border">[[File:Merge Obligation 7.png|Merge Obligation 7]]</div>  
+
<div class="image-green-border">[[File:7.10 Obligation Discovery 4.PNG|720px|7.10 Obligation Discovery 4.PNG]]</div>
−
10. '''Click '''''Confirm ''to confirm the Obligation.
+
10. '''Click&nbsp;'''''Confirm, Ignore or Review Later ''to take actions on the obligation.
 +
<div class="image-green-border">[[File:7.10 Obligation Discovery 5.png|720px|7.10 Obligation Discovery 5.png]]</div>  
 +
11. '''Click '''''Finish ''to complete the review and continue with the workflow as expected.&nbsp;The ''Obligation Save Confirmation'' window opens.
  
−
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&nbsp;''Cancel'' as required.&nbsp;The obligations are marked as ''Review Completed.''
−
 
+
<div class="image-green-border">[[File:Merge Obligation 8.png|720px|Merge Obligation 8]]</div>  
−
12. '''Click '''''Mark Confirmed, Mark Ignored ''or''Cancel'' as required.
+
−
<div class="image-green-border">[[File:Merge Obligation 8.png|Merge Obligation 8]]</div>  
+
 
13. '''Click '''''Export Obligation Data ''to export the Obligation information to an Excel file.
 
13. '''Click '''''Export Obligation Data ''to export the Obligation information to an Excel file.
−
<div class="image-green-border">[[File:Merge Obligation 9.png|Merge Obligation 9]]</div>  
+
<div class="image-green-border">[[File:Merge Obligation 9.png|720px|Merge Obligation 9]]</div>  
 
&nbsp;
 
&nbsp;
  
−
== Support for Template based discovered Obligations ==
+
&nbsp;
  
−
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:
+
== ML&nbsp;based Obligation Discovery ==
  
−
*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.
+
Often business is interested in finding certain type of Obligations only. Our ML based obligation discovery finds all the obligations available in the document. In this release, we have enhances Obligation AI to discover only the specific obligations from the Agreement document.
−
*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.
+
 
 +
One of the most important aspects of ML algorithms is having the ability to learn from the users actions. In this release, we have enhanced the Obligation AI to immediately learn from user actions.
 +
 
 +
With this release, the user can:
 +
 
 +
*Choose the type of obligation discovery method to be run for a contract i.e. from a ML based generic discovery model or from a predefined set of obligation templates
 +
*Self-train from the ML obligation discovery ML model 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:
 
To discover Obligations:
Line 57: Line 63:
 
1. On the ''Create Agreement'' page, '''enter''' the ''Contract Type Name''.
 
1. On the ''Create Agreement'' page, '''enter''' the ''Contract Type Name''.
  
−
2. '''Select''' ''Third Party'' Type Of Paper.
+
2. '''Select'''&nbsp;''Own ''or&nbsp;''Third Party'' Type Of Paper.
  
 
3. '''Click''' ''Next.''
 
3. '''Click''' ''Next.''
 +
<div class="image-green-border">4. On the ''Attributes'' page,&nbsp;'''enter''' the Attribute details and '''select''' ''ML based'' from the ''Obligation Discovery Type'' drop-down.</div> <div class="image-green-border">[[File:7.9 Obligation AI 2.PNG|720px|.9 Obligation AI 2]]</div>
 +
5. '''Click''' ''Next''.
  
−
4. On the ''Attributes'' page,'''enter''' the Attribute details and '''select''' ''ML based'' from the ''Obligation Discovery Type'' drop-down.
+
6. '''Click '''''Create. ''The ''Obligations ''tab will be displayed on the ''agreement Details'' page.
−
 
+
<div class="image-green-border">[[File:7.10 Obligation Discovery 6.PNG|720px|7.10 Obligation Discovery 6.PNG]]</div>
−
5. '''Click''' ''Next''. The ''Obligation Discovery ''tab will be displayed on the ''Agreement Details'' page.
+
7.&nbsp;'''View''' the discovered obligations in the ''Discovered Obligations ''section.
−
 
+
−
6. '''View''' the discovered obligations in the ''Discovered Obligations Mapped'' section.
+
−
 
+
−
7.'''Open '''the MS Excel sheet with the Obligation Template.
+
−
 
+
−
8. '''Select''' the Agreement on the ''Agreement Management'' page.
+
−
 
+
−
9. '''Click''' ''Confirm'' to confirm the discovered obligations or review them later.
+
−
 
+
−
&nbsp;
+
−
 
+
−
&nbsp;
+
  
 +
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">10. '''Click'''&nbsp;the ''Review'' link to take actions on the discovered obligations.</div>
 
&nbsp;
 
&nbsp;
  
−
'''Related Topics:'''&nbsp;[[AIML|AIML]] | [[Negotiate_AI|Negotiate AI]] | [[Visualize_AI|Visualize AI]] |&nbsp;
+
'''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]] | [[Visualize_AI|VisualizeAI]]&nbsp;|&nbsp;[[Obligation_Management|Obligation Management]]

Latest revision as of 09:17, 12 September 2020

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 ICI through a technical configuration.

To view the Obligations in an Agreement: 

1. Click the Obligations tab on the agreement Details page. All the obligations that AI has discovered from the agreement document are highlighted.

2. The following actions can be taken on selected Obligation:

  • Click 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. 
  • 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  Agreement Management > 'Create Agreementtile on the Agreement Management Index page.

2. Select the Category, Contract Type Name and theType of Paper.

7.12 Obligation AI 02.PNG

3. Click Next. The Attributes page opens.

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

5. Toggle the AI Obligation Discovery Enabled Attribute (Boolean type) to Yes.

Merge Obligation 3

6. Click Next.

Merge Obligation 4

7. Click Create and Publish. It may take some time to discover the Clauses, Obligations, etc.

Merge Obligation 5

8. Click the Clauses tab on the agreement Details page to see the obligations that a clause has, which is indicated by the yellow icon next to the clause. Click the icon to view the obligations.

7.10 Obligation Discovery 3.PNG

9. Click the Obligations tab on the agreement Details page. All the obligations that AI has discovered from the agreement document are highlighted. Click the Review link to view the Matched Library Obligations.

7.10 Obligation Discovery 4.PNG

10. Click Confirm, Ignore or Review Later to take actions on the obligation.

7.10 Obligation Discovery 5.png

11. Click Finish to complete the review and continue with the workflow as expected. The Obligation Save Confirmation window opens.

12. Click Mark Confirmed, Mark Ignored or Cancel as required. The obligations are marked as Review Completed.

Merge Obligation 8

13. Click Export Obligation Data to export the Obligation information to an Excel file.

Merge Obligation 9

 

 

ML based Obligation Discovery

Often business is interested in finding certain type of Obligations only. Our ML based obligation discovery finds all the obligations available in the document. In this release, we have enhances Obligation AI to discover only the specific obligations from the Agreement document.

One of the most important aspects of ML algorithms is having the ability to learn from the users actions. In this release, we have enhanced the Obligation AI to immediately learn from user actions.

With this release, the user can:

  • Choose the type of obligation discovery method to be run for a contract i.e. from a ML based generic discovery model or from a predefined set of obligation templates
  • Self-train from the ML obligation discovery ML model 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 Own or Third Party Type Of Paper.

3. Click Next.

4. On the Attributes page, enter the Attribute details and select ML based from the Obligation Discovery Type drop-down.
.9 Obligation AI 2

5. Click Next.

6. Click Create. The Obligations tab will be displayed on the agreement Details page.

7.10 Obligation Discovery 6.PNG

7. View the discovered obligations in the Discovered Obligations section.

8. Open the MS Excel sheet with the Obligation Template.

7.9 Obligation AI 4

9. Select the Agreement on the Agreement Management page.

10. Click the Review link to take actions on the discovered obligations.

 

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

Retrieved from "https://iciwikiapac.icertis.com:14443/ICIHelp7.14/index.php?title=Obligation_AI&oldid=14822"