---
sourceDocument: Brazil Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/employee-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create obligations using AI

# Create obligations using AI {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read  
Create obligation records for signed contracts to fulfill the responsibilities specified in the contract. You can create obligations manually or use AI to automatically extract obligations from contract documents.

You can create obligation records using one of the following methods:

## Review AI-extracted obligations {#ariaid-title2}

Use the contract playbook to review, edit, approve, or reject obligations automatically extracted from contract documents. Approved obligations are added as obligations records in the Obligations tab of
the contract repository.

### Before you begin

The Contract Management Pro - Prime plugin (sn_cm_ai_prime) must be installed to use AI capabilities.

Role required: sn_cm_gen_ai.ai_contract_fulfiller

### About this task

The manage contract repository agentic workflow uses AI agents to extract key contractual obligations from signed contracts. The obligations are extracted based on the applicable use case in the contract obligation extraction
skill. After obligation extraction is complete, a message appears on the contract record and an email notification is sent with a link to review the extracted obligations. The playbook provides a step-by-step interface where
you can review each obligation, make necessary edits, and decide whether to approve or reject it. Approved obligations are added as actionable records in the Obligations tab of the contract
repository.

### Procedure

1. Open a contract repository record where you want to review the extract information.

   | Method | Steps |
   | Contract Workspace | 1. Navigate to AllContract Workspace. 2. Select the list icon ![](). 3. Select Executed contracts. 4. Select All. 5. Select the contract repository record. {#cmpro-na-review-obligations__ul_jlw_4cr_5bc} |
   | Workspace used by your application | 1. Navigate to your workspace. 2. Open a contract request that is in the Closed complete or Contract signed state. 3. Select the Contract repository tab. 4. Select the contract repository record. {#cmpro-na-review-obligations__ol_yzv_ndr_5bc} |
   | Email notification | Select Review contract in the email notification that you receive after the obligation extraction is complete. |
   |-|-|

   {#cmpro-na-review-obligations__choicetable_zst_kcr_5bc}
2. Select the Playbook tab.  
   The playbook opens displaying a step-by-step interface to review the extracted obligations.Figure 1. Contract playbook
3. In the playbook, navigate to the Review obligations step under the AI extracted obligations section.
4. Select Review.  
   The extracted obligations are displayed on a new tab.Figure 2. Extracted obligations
5. Select an obligation to review the obligation details.  
   * The Details tab displays the extracted obligation details. Use this tab to edit, approve, or reject the obligation.
   * The Activity tab displays a log of key attributes identified during the extraction process. Use this tab to review how the AI agent detected and populated the obligation, including the original text snippets and metadata extracted from the contract. The Activity tab helps you validate the extraction accuracy and provides transparency into the decision-making process for each obligation.

   {#cmpro-na-review-obligations__ul_n4y_53y_chc} Figure 3. Extracted obligation details
6. On the Details tab, perform the required action.
   * Edit the obligation details as needed.  
     Note:  
     Complete all required fields before saving the changes or approving the obligation.

     For more information on the fields, see [Obligation form](https://www.servicenow.com/docs/D4ShneHTw9oYU0dffgFALg "The obligation form provides the details to create or modify an obligation record in Obligation Management.").
   * Select Save to save the changes.
   * Select Approve to approve the extracted obligation and add it as a record in contract repository.
   * Select Reject to reject the extracted obligation.

     Once an obligation is rejected, it's deactivated and can't be reactivated again. If you need to add the obligation later, you must create
     an obligation record manually. For more information, see [Create obligation records manually](https://www.servicenow.com/docs/Ih7CnfQ3i0l_Pslem~qYvw#cncore-create-obligations "Create obligation records for signed contracts in Obligation Management to fulfill the responsibilities specified in the contract through obligation tasks. Recurring obligation tasks are automatically created from the record. You can also add ad hoc obligation tasks that are performed only once or at irregular intervals.").
   {#cmpro-na-review-obligations__choices_cv5_xfy_chc}
7. Repeat step 6 for all the extracted obligations.
8. Navigate to the Playbook tab in the contract repository after you have reviewed all the obligations.
9. Select Mark as completed.

### Result

Approved obligations are available as records in the Obligations tab of the contract repository. Rejected obligations are deactivated and excluded from further processing.

If the schedule of the obligation is recurring, the obligation tasks are automatically created based on the interval specified in the Repeats field.  
If the schedule of the obligation is adhoc, you must create obligation tasks manually. For more information see, [Create an ad hoc obligation task](https://www.servicenow.com/docs/Ih7CnfQ3i0l_Pslem~qYvw#cncore-adhoc-ob-task "Create an obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.").Figure 4. Obligation records
**Related concepts**   

* [Obligation Management](https://www.servicenow.com/docs/42GK39Z5tQz~0pD0cCltWw "Obligation Management in Contract Management Pro enables you to track and fulfill contractual responsibilities by creating obligation records and managing associated tasks.")  
**Related tasks**   

* [Create obligations manually](https://www.servicenow.com/docs/HfAiymXxJj7TL96BS~8ghw "As an obligation user, work on obligation tasks to fulfill the obligation specified in the contract, and submit them for review.")
* [Cancel an obligation task](https://www.servicenow.com/docs/dYACusYWsdPWaC4BgL0o8A "Cancel an open obligation task in Obligation Management that is no longer required.")
* [Approve or reject obligation tasks](https://www.servicenow.com/docs/OZQ93QPQ1paTHY1Nou8PPA "As an obligation fulfiller, review obligation tasks in Obligation Management that have been submitted for approval, and take the appropriate action.")  
**Related reference**   

* [Obligation form](https://www.servicenow.com/docs/D4ShneHTw9oYU0dffgFALg "The obligation form provides the details to create or modify an obligation record in Obligation Management.")
* [Obligation Management notifications](https://www.servicenow.com/docs/zRV~MEQEg1YCStTqaCCB1g "Obligation Management uses email notifications to notify obligation fulfiller and obligation users when an obligation task is created, assigned, submitted, approved, or rejected.")

## Create obligation records manually {#ariaid-title3}

Create obligation records for signed contracts in Obligation Management to fulfill the responsibilities specified in the contract through obligation tasks. Recurring obligation tasks are automatically created from the record. You can also add ad hoc
obligation tasks that are performed only once or at irregular intervals.

### About this task

Note:  
For more information about adding obligation tasks that are performed only once or at irregular intervals, see [Create an ad hoc obligation task](https://www.servicenow.com/docs/Ih7CnfQ3i0l_Pslem~qYvw#cncore-adhoc-ob-task "Create an obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.").

### Before you begin

The contract record must be in Active state.

The group managers of the Legal Contract Owners and Obligation Fulfillers groups must also be a member of the respective group.

Role required: sn_cm_obligation.obligation_fulfiller

### Procedure

1. Open an executed contract from the your workspace.

   | Method | Steps |
   | Contract Workspace | 1. Navigate to AllContract Workspace. 2. Select the list icon (![List icon]()). 3. Select Executed Contracts. 4. Select All. 5. Select an active contract repository record. {#cncore-create-obligations__ul_jlw_4cr_5bc} |
   | Workspace used by your application | 1. Navigate to your workspace. 2. Open a contract request that is in Closed complete or Contract signed state. 3. Select the Contract repository tab. 4. Select an active contract repository record. {#cncore-create-obligations__ol_yzv_ndr_5bc} |
   |-|-|

   {#cncore-create-obligations__choicetable_zst_kcr_5bc}
2. Select the Obligations tab.
3. Select New.  
   Note:  
   If the New button is not available, verify that the selected contract is active.
4. On the form, fill in the fields.  
   For more information, see [Obligation form](https://www.servicenow.com/docs/D4ShneHTw9oYU0dffgFALg "The obligation form provides the details to create or modify an obligation record in Obligation Management.").
5. Select Save.

## Create an ad hoc obligation task {#ariaid-title4}

Create an obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.

### Before you begin

The obligation and contract must be in Active state.

The schedule type in the obligation record must be Adhoc.

Role required: sn_cm_obligation.obligation_fulfiller

### Procedure

1. Open an obligation from the workspace that you are using.

   | Method | Steps |
   | Contract Workspace | 1. Navigate to AllContract Workspace. 2. Select the List icon (![List icon]()). 3. Select Obligations. 4. Select All obligations. 5. Select an active obligation record. {#cncore-adhoc-ob-task__ul_jlw_4cr_5bc} |
   | Workspace used by your application | 1. Navigate to your workspace. 2. Open a contract request that is in Closed complete or Contract signed state. 3. Select the Contract repository tab. 4. Open an active contract record. 5. Select the Obligations tab. 6. Select an active obligation record. {#cncore-adhoc-ob-task__ol_yzv_ndr_5bc} |
   |-|-|

   {#cncore-adhoc-ob-task__choicetable_zst_kcr_5bc}
2. Select the Obligation tasks tab.
3. Select New.
4. **Optional:** On the New obligation task page, in the Assigned to field, update the assigned user.
5. In the Due date field, select the due date for the obligation task.
6. Select Save.

### Result

The obligation task is created and the assigned user is notified through email.

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