DiscoverAI[edit]


&nbsp;

&nbsp;

= DiscoverAI =

== Bulk Upload with Clause Discovery ==

To upload Agreements in bulk:

1.&nbsp;'''Click'''&nbsp;the&nbsp;''Agreements''&nbsp;tile. The ''Agreement Management ''page opens. Let us take an example of an Agreement Contract Type (CT1) that should have already been created and published.
<div class="image-green-border">[[File:SP6 Bulk Upload 1.png|720px|SP6 Bulk Upload 1]]</div> 
2.&nbsp;'''Click&nbsp;'''the&nbsp;''Bulk Upload''&nbsp;tile. The&nbsp;''Bulk Upload''&nbsp;page opens.
<div class="image-green-border">[[File:SP6 Bulk Upload 2.png|720px|SP6 Bulk Upload 2]]</div> 
<br/> 3.'''&nbsp;Enter'''&nbsp;the Request Name.&nbsp;

4.&nbsp;'''Click'''&nbsp;the&nbsp;''Select Batch File''&nbsp;button to select the file for a bulk upload. In this example, we are selecting the LegacyBulkUpload.zip file.
<div class="note-box">'''Note:&nbsp;'''Upload a .zip file here which should have been created containing 2 Excel files (Meta.xls, Data.xls) and Third Party Agreement files in PDF and docx format. This does not work for Own Party Agreements.</div> 
*The Meta.xlsx files contains data related to ContractType (CT1 in this case), CTTypeofContract (Agreement Contract Type), Technical Name of the Attributes present in the Contract and Display Name of the Attributes.&nbsp; 
<div class="image-green-border">[[File:SP6 Bulk Upload 3.png|720px|SP6 Bulk Upload 3]]</div> 
*The Data.xlsx files contains all the Attributes in Contract Type (CT1) as a column name in which the data gets auto-populated from the PDF/docx file. User needs to add the Bulk Upload Business Status is Executed and the file name under File Path column in Data.xlsx file.&nbsp;5.&nbsp;'''Click'''&nbsp;the&nbsp;''Submit&nbsp;''button. The&nbsp;''File Uploaded Successfully''message is displayed.&nbsp; 
<div class="image-green-border">[[File:SP6 Bulk Upload 4.png|720px|SP6 Bulk Upload 4]]</div> 
5.&nbsp;'''Click&nbsp;'''the&nbsp;''Submit''&nbsp;button. The&nbsp;''File Uploaded Successfully''&nbsp;message is displayed.
<div class="image-green-border">[[File:SP6 Bulk Upload 5.png|SP6 Bulk Upload 5]]</div> 
6.&nbsp;'''Click'''&nbsp;''OK''. The file is now displayed in the&nbsp;''Grid''&nbsp;view with the status ''Not Started''.&nbsp;
<div class="image-green-border">[[File:SP6 Bulk Upload 6.png|720px|SP6 Bulk Upload 6]]</div> <div class="image-green-border">&nbsp;</div> 
7.&nbsp;'''Click'''&nbsp;''Refresh''&nbsp;icon twice. On first Refresh, the Status changes to&nbsp;''In Progress''&nbsp;and then to&nbsp;''Needs Validati''on.
<div class="image-green-border">[[File:SP6 Bulk Upload 7.png|720px|SP6 Bulk Upload 7]]</div> 
8.&nbsp;'''Select&nbsp;'''an&nbsp;''Actions&nbsp;''radio button for the file that you want to finalize. The&nbsp;''Validate''&nbsp;and&nbsp;''Finalize''&nbsp;buttons are enabled.
<div class="image-green-border">[[File:SP6 Bulk Upload 8.png|720px|SP6 Bulk Upload 8]]</div> 
9.''&nbsp;'''''Click&nbsp;'''the&nbsp;''Validate''&nbsp;button to download the PopulatedData.xlsx file. The values of the Attributes can be edited in this file.&nbsp;

'''Note:&nbsp;'''The data in the Excel sheet that is marked green signifies the highest confidence level, data in yellow indicates medium confidence level and data in red indicates lowest confidence level. You can then make any changes to the Attribute values. (In this example, you can make changes to the Attribute value from the downloaded PopulatedData.xlsx file).&nbsp;

10.&nbsp;'''Click&nbsp;'''''Save''&nbsp;to save the changes.

11.&nbsp;'''Click'''&nbsp;the&nbsp;''Finalize&nbsp;''button, the PopulatedData.xlsx file can be uploaded. The&nbsp;''Finalized File Uploaded Successfully''&nbsp;message is displayed.
<div class="image-green-border">[[File:SP6 Bulk Upload 9.png|SP6 Bulk Upload 9]]</div> 
12.&nbsp;The&nbsp;''Needs Validation''&nbsp;status changes to&nbsp;''Completed''.&nbsp;
<div class="image-green-border">[[File:SP6 Bulk Upload 10.png|720px|SP6 Bulk Upload 10]]</div> 
&nbsp;

13.&nbsp;'''Click'''&nbsp;the Agreements tile to view the Agreements which will be in the&nbsp;''Draft''&nbsp;state.
<div class="image-green-border">[[File:SP6 Bulk Upload 11.png|720px|SP6 Bulk Upload 11]]</div> 
&nbsp;

&nbsp;

&nbsp;

= Table Discovery =

Along with clauses&nbsp;and metadata, ICM also extracts tables (including information such as SLAs, price list, etc.) in Agreements and displays them on the ''Tables ''tab (on the ''Details'' page). ICM tries to match the discovered table(s) with the Associated Contract Types of the Agreement. If a strong match is found, then the table is tagged with that Associated Contract Type, and the table columns are also matched with the Attributes of that Associated Contract Type.

You can then take relevant action such as creating new instances of the Associations. Automatically recognizing table data inside the Agreements saves a lot of manual labor of identifying and tagging the data correctly.

The table discovery allows you to:

*Identify and discover the table(s) in the Agreement Document 
*Update the data in the discovered table as required 
*Create new instances of the Associations for the uploaded Agreement 

'''Note:''' Both .docx and .pdf formats are supported.

The table discovery in PDF agreements works well with:

*Tables with well-defined borders in text PDFs and high-quality scanned PDFs 
*Tables that may be slightly skewed or tilted 
*Table cells with light-colored backgrounds 

The table discovery in PDF agreements may not work well with:

*Tables in low-quality scanned PDFs and those without borders 
*Tables without well-defined borders or characters overlapping the table border, etc., due to certain OCR limitations 
*Certain non-table elements, such as flowcharts and diagrams 
*Tables with merged columns and rows 
*Nested tables, which may be discovered as multiple tables 

== Discovering Tables in an Agreement ==

To discover tables in an Agreement:

1. '''Create''' an Agreement (''Third Party Type Of Paper'').&nbsp;
<div class="image-green-border">[[File:7.9 Table Discovery 2.png|720px|7.9 Table Discovery 2]]</div> 
<br/> 2. '''Ensure''' that the&nbsp;''Clause Discovery'' functionality is turned&nbsp;''On''&nbsp;and the Contract Type is enbled for table discovery.
<div class="image-green-border">[[File:7.9 Table Discovery 3.png|720px|7.9 Table Discovery 3]]</div> 
<br/> 3. '''Create and Publish'''&nbsp;the Agreement. ICM automatically queues the Agreement for table discovery.
<div class="note-box">'''Note:''' To enable discovery, the hooks must be enabled.</div> 
&nbsp;

=== Viewing Discovered Tables in an Agreement ===

You can view all the discovered tables in an Agreement, so that you can review them and take actions as needed (based on whether they meet the criteria for creating an associated document or not).

1. '''Click''' the ''Tables''&nbsp;tab on the uploaded Agreement&nbsp;''Details'' page.<br/> 2. ICM displays a list of the ''Discovered Tables'' for that Agreement Document.
<div class="image-green-border">[[File:7.10 Table Discovery 1.png|720px|7.10 Table Discovery 1.png]]</div> <div class="image-green-border">&nbsp;</div> 
=== Editing Table Data ===

1. '''Click''' the ''Edit Table Name ''icon next the table that you want to edit. For example, Table 2.
<div class="image-green-border">[[File:7.9 Edit Table Data 1.png|720px|.9 Edit Table Data 1]]</div> 
2. '''Toggle '''the ''Has Header'' button to''Yes'' if you want the table to have a header.
<div class="image-green-border">[[File:7.9 Edit Table Data 2.png|720px|.9 Edit Table Data 2]]</div> 
3.&nbsp;'''Click''' inside the header box to add the header name. For example, PSE Workers, Term, etc.
<div class="image-green-border">[[File:7.9 Edit Table Data 3.png|720px|.9 Edit Table Data 3]]</div> 
4.&nbsp;'''Click '''inside each of the boxes to add data in the columns. For example, 3.0 (Version), 09 Sep, 2019 (Date Released), etc.

5.&nbsp;'''Click '''''Save Changes ''to save changes if you want to review or edit them later. The Table data saved message is displayed.
<div class="image-green-border">[[File:7.10 Table Discovery 2.png|720px|7.10 Table Discovery 2.png]]</div> 
6.&nbsp;'''Select '''the Association for which you want to create this data from the Select Association drop-down. For example, Payment Details.
<div class="image-green-border">[[File:7.9 Edit Table Data 5.png|720px|.9 Edit Table Data 5]]</div> 
7. A validation message is displayed to check if you want to save the updated data. '''Click&nbsp;'''''Save'' to update the data in the table, else '''click''' ''Discard''.
<div class="image-green-border">[[File:7.9 Edit Table Data 6.png|720px|.9 Edit Table Data 6]]</div> 
8.&nbsp;'''Select''' the checkbox for the rows and columns that you want to update.

9.&nbsp;'''Click '''''Finish''. A validation message is displayed informing you that you will not be able to make any changes to the table data after this.
<div class="image-green-border">[[File:7.9 Edit Table Data 7.png|720px|7.9 Edit Table Data 7]]</div> 
10.&nbsp;'''Click '''''Yes'' if you are sure that you want to update the table and proceed.

11. A message is displayed indicating that the table data is saved and the Associations are being created. '''Click '''''Yes'' if you are sure that you want to update the table and proceed, else click&nbsp;''No''.
<div class="image-green-border">[[File:7.10 Table Discovery 3.png|720px|7.10 Table Discovery 3.png]]</div> 
12. You can view the associations on the ''Associations ''tab.

13.'''Click '''''View Record ''to view the details of the individual records.

14. You can take further action as needed. For example, send it for Approval.

&nbsp;

=== Selecting the Type of Table to be able to create Associations for it ===

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.

To do so:

1.'''&nbsp;Click''' the ''Tables ''tab on the uploaded Agreement Details page.<br/> 2.&nbsp;In the ''Discovered Tables'' window when matching data is present, the exact Associations with that table are discovered. For example, the ''Payment Details ''are&nbsp;discovered. These are associated and the names of the header are also discovered.&nbsp;
<div class="image-green-border">[[File:7.10 Table Discovery 4.png|720px|7.10 Table Discovery 4.png]]</div> 
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 ''Tables ''tab.&nbsp;<br/> 4.&nbsp;In the ''Discovered Tables'' window, make changes in the table as required. For example, '''select''' 3 rows and columns.

&nbsp;

=== Saving the changes of the Table Discovery for the Agreement ===

You can save the interim progress of the Table Discovery for an Agreement, so that you can review it later by:

1. '''Click''' ''Save Changes''. The ''Table data saved'' message is displayed.
<div class="image-green-border">[[File:7.10 Table Discovery 5.png|720px|7.10 Table Discovery 5.png]]</div> 
&nbsp;

&nbsp;

=== Finishing the Table Identification for an Agreement ===

You can complete the Table identification for an Agreement, so that the identified tables become part of the Agreement.&nbsp;<br/> 1.'''&nbsp;Click''' ''Finish.&nbsp;''A message will be displayed indicating that you will not be able to make any changes to the table data.
<div class="image-green-border">[[File:7.9 Table Discovery 7.png|720px|7.9 Table Discovery 7]]</div> 
<br/> 2.&nbsp;'''Click&nbsp;'''''<i>Yes</i> ''if you are certain that you want to make the changes, else you can save changes and review them later.&nbsp;<br/> 3.'''''Click''' the ''Associations&nbsp;''tab to see the Associations that are discovered, as shown in the screenshot below:&nbsp;''
<div class="image-green-border">[[File:7.10 Table Discovery 6.png|720px|7.10 Table Discovery 6.png]]</div> 
4. '''Click '''the ''Payment Details ''association to view the details and send for approval.<br/> 5.&nbsp;'''Click''' ''Export to Excel'' if you want to export the table&nbsp;that has been discovered.&nbsp;

'''Note:'''

*Once the Associations are created, you cannot make any changes to the table. The table is disabled and the status changes to ''Review Completed''. 
*It is not necessary to match every table to one of the association contract type. You can still make changes to such tables and download them using ‘Export to excel’ functionality. 

&nbsp;

= DiscoverAI - Support for own paper =

ICM already leverages the DiscoverAI app to discover attributes, clauses, tables and obligations in agreements created using third party paper type.

Now, ICM has extended the support to discover attributes, clauses, tables and obligations in agreements created using own paper type, and tagging the attributes and clauses to the original agreement document. This helps convert unstructured documents into structured agreements, making it easier to manage and also increase compliance.

'''Note:'''

*Tagging is supported only in Word documents. 
*The attributes and clauses that have been confirmed in ICM (even on the web UI) are tagged back in the agreement document. 

== Discovering Attributes, Clauses, Tables and Obligations ==

To discover attributes, clauses, tables and obligations using own type of paper:

1. '''Create '''an agreement using ''Own Type of Paper''.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 1.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 1.png]]</div> 
2. '''Click '''''Next''. The ''Attributes'' page opens.

3. '''Select'''&nbsp;''Discover AI'' from the ''Clause Discovery Type'' drop-down and ''ML based''&nbsp;from the&nbsp;''Obligation Discovery Type''&nbsp;drop-down.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 2.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''&nbsp;Note: Select''' the value in the ''Obligation Discovery Type''&nbsp;drop-down for obligation discovery.</div> 
4. '''Click''' ''Next. ''The ''Select Template'' page opens.

5. '''Select''' a template or '''upload''' a file.

6. '''Click''' ''Next''.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 3.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 3.png]]</div> 
7. '''Click''' ''Create and Publish''. The agreement ''Details ''page opens.

All non-tagged attributes, clauses, tables (if present in the agreement document) and obligations (if you select the value in the ''Obligation Discovery Type''&nbsp;drop-down) are discovered.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 4.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' It may take some time for the discovery process to complete. Click the individual entities below the ''AI Discovery'' tab to view the discovered attributes, clauses, tables and obligations.</div> 
&nbsp;

== Tagging Discovered Attributes ==

1. '''Click''' the ''Attributes'' tab.

2. '''Click''' ''Save'' to confirm the attributes. You can also modify the discovered attribute values by clicking the ''View potential matching values'' icon and then click ''Save''.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 5.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 5.png]]</div> 
3. The ''Metadata Save Confirmation'' message is displayed.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 6.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 6.png]]</div> 
4. '''Click''' the ''Versions'' tab.
<div class="note-box">'''Note: '''There will be now be 2 versions of the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 7.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' '''Click''' ''Save Draft'' in Step 2 to save the selected attribute values; this will not create a new version.</div> 
5. '''Download''' the latest version of the agreement in Word format. The discovered attributes are tagged as ICM attributes in the agreement document, as shown in the screenshot below:
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 8.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 8.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you create a new agreement and upload the Word document that was downloaded in Step 5, the discovery will trigger, but the attributes that were already confirmed and tagged to the agreement are not discovered. However, they will be displayed, as shown in the screenshot below:</div> 
&nbsp;
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 9.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 9.png]]</div> 
&nbsp;

== Tagging Discovered Clauses ==

1. '''Click''' the ''Clauses'' tab. The discovered clauses are displayed.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 10.PNG|720px|7.10 Discover AI Obligation AI Support for Own Paper 10.PNG]]</div> 
2. '''Take '''actions (such as ''Confirm, Confirm with Deviation, Ignore, Review Later'') on the discovered clauses.

3. '''Click''' ''Finish ''to complete the review process, as shown in the screenshot below:
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 11.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 11.png]]</div> 
4. '''Click''' the ''Versions'' tab. A new version of the agreement is created in both Word and PDF formats.&nbsp;
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 12.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 12.png]]</div> 
5.&nbsp;'''Download''' the latest version. The confirmed clauses are tagged as ICM clauses in the agreement document.
<div class="image-green-border">[[File:7.10 Discover AI Obligation AI Support for Own Paper 13.png|720px|7.10 Discover AI Obligation AI Support for Own Paper 13.png]]</div> 
'''Note''':

*If you create a new agreement and upload the Word document that was downloaded in Step 5, the discovery will be triggered, however the clauses that were already confirmed and tagged as ICM clauses are not displayed. 
*Only when the agreement is published, the clauses that you confirm on clicking ''Finish'' will be saved as ICM clauses and displayed in the ''Agreement Clauses'' tab on the ''Details'' page. 
*A new agreement version is created each time you save the discovered attributes and confirm the clauses by clicking ''Finish''. 

&nbsp;

= In-built Discovery of Attributes and Clauses =

Previously, discovering attributes and clauses in customers’ agreement documents was time consuming as it required retraining of the algorithms from scratch, causing delay in deployment of services.

Now, ICM has an in-built discovery model that helps to automatically extract and discover the most common attributes and clauses in agreements besides enhancing clause delineation in third party contracts. This facilitates the prediction of accurate clause categories and capturing the right metadata within clauses. This improves contract turnaround time and quality of results, thus leading to improved user experience.

The in-built discovery model supports the discovery of a list of pre-defined attributes and clauses in any MSA, NDA and SOW third party paper contract types.

'''Attributes: '''''Party Name'', ''Party Address, Effective Date, Expiry Date, Contract Value, Contract Duration, Renewal, EverGreen, PaymentTerms, Jurisdiction, Governing Law ''and''Notice Period For Termination''

'''Note: '''The ''Contract Value'' attribute supports the following currencies - USD, CAD, EUR, INR and CAN

'''Clauses:''' ''Amendment, Assignment, Audit, Confidential Information, Conflicts, Counterparts, Definitions, Dispute Resolution, Entire Agreement, Force Majeure, Governing Law, Indemnification, Insurance, Intellectual Property Rights, Limitation Of Liability, Non-Compete, Non-Solicitation, Notices, Payment Terms, Penalties/Remedies, Personnel, Preamble, Publicity, Relationship Of Parties, Representations, Warranties and Compliances, Severability, Signature, Survival, Taxes, Term, Termination'' and ''Waiver''

&nbsp;

== Discovering Common Attributes and Clauses ==

1. '''Create '''an agreement using ''Third Party Type of Paper''.
<div class="image-green-border">[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 1.png|720px|71.0 Out-of-the-Box Support for Attributes and Clauses 1.png]]</div> 
2. '''Click''' ''Next''. The ''Attributes'' page opens.

3.&nbsp;'''Upload''' a file and '''click''' ''Next''.
<div class="image-green-border">[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 2.PNG|720px|71.0 Out-of-the-Box Support for Attributes and Clauses 2.PNG]]</div> 
4.&nbsp;'''Click''' ''Create and Publish''. The agreement ''Details'' page opens.

The most common attributes and clauses from the agreement document that you uploaded in Step 3 are discovered and displayed in the ''Attributes'' and ''Clauses'' tab, as shown in the screenshots below for Attributes and Clauses respectively:

'''Attributes:'''

*'''Click '''the ''View potential matching values'' icon next to the discovered attribute values to take actions on them such as ''Accept, Reject or Keep Selected Text.&nbsp;'' 
<div class="image-green-border">[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 3.PNG|720px|71.0 Out-of-the-Box Support for Attributes and Clauses 3.PNG]]</div> 
*The attribute values are normalized and displayed based on the defined rules. For example, the ''Effective Date'' is displayed in the ICM-supported format, as shown in the screenshot below: 
<div class="image-green-border">[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 4.png|720px|71.0 Out-of-the-Box Support for Attributes and Clauses 4.png]]</div> 
'''Clauses:'''
<div class="image-green-border">'''[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 5.PNG|720px|71.0 Out-of-the-Box Support for Attributes and Clauses 5.PNG]]'''</div> <div class="image-green-border">&nbsp;</div> 
*You can filter clauses based on ''Action Status'', ''Clause categories ''and ''Confidence''. 

*<div class="image-green-border">The level of confidence associated with ''Discovered'' ''Clauses'' is displayed using different color indicators to depict ''High (green)'', ''Medium (orange)'' and ''Low'' (''pink'') confidence. All discovered clauses have the ''Review'' link next to them until you click it to take an action (such as ''Confirm'', ''Confirm with Deviation'', ''Ignore ''or ''Review Later''). In addition, clauses with obligations have the&nbsp;&nbsp;[[File:71.0 Out-of-the-Box Support for Attributes and Clauses 6.PNG|RTENOTITLE]]&nbsp;&nbsp;icon next to them. You can click the icon to view the obligations.</div>  

*Click the ''Finish'' button to complete the review process. 

&nbsp;

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

[[Category:Pages with broken file links]]