--- 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 --- # Obligation Management # Obligation Management {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Obligation Management Obligation Management within Contract Management Pro helps ServiceNow customers track and fulfill contractual responsibilities by creating and managing obligation records and associated tasks. Contract managers define specific contractual obligations and task types to ensure compliance and timely execution of contract terms. Show full answer Show less ## Key Features * **Obligation Types:** Manage two types of obligation tasks: * **Ad hoc tasks:** Performed once or irregularly. * **Recurring tasks:** Automatically created on a defined schedule. * **Obligation Creation Methods:** * **AI-powered Extraction:** Automatically extract key obligations from contract documents using AI skills, review and accept or reject extracted obligations within the contract playbook. * **Manual Creation:** Contract managers manually review contracts and create obligation records and tasks as needed. * **AI-Powered Workflow:** Enables contract admins with AI roles to activate extraction capabilities and business rules so that obligation extraction triggers automatically upon contract creation, followed by manager review and approval. * **Task Lifecycle Management:** Obligation tasks can be created manually or automatically, assigned to users, and tracked through states---Open, Awaiting approval, and Completed. Tasks can be approved, rejected, or canceled as appropriate. ## Practical Benefits for ServiceNow Customers * Ensures contractual obligations are clearly defined, scheduled, and tracked within the platform, improving compliance and reducing missed responsibilities. * Automates routine obligation tracking through AI extraction and recurring task creation, reducing manual effort. * Provides clear task status and approval workflows, enabling effective collaboration between contract managers and obligation fulfillers. * Allows flexibility to manage obligations both automatically via AI and manually, accommodating different contract management styles and complexities. ## Next Steps ServiceNow customers should activate the AI capabilities and business rules for obligation extraction if they want to leverage automation. Contract managers should familiarize themselves with creating and managing obligation records and tasks manually as needed. Users assigned to obligation tasks should understand how to update task status and submit for approval to ensure contract obligations are fulfilled efficiently. Obligation Management in Contract Management Pro enables you to track and fulfill contractual responsibilities by creating obligation records and managing associated tasks. With Obligation Management, a contract manager can create obligation records to define specific instructions and obligation task types required to fulfill the contract obligation. Obligation tasks are created to track and complete the activities specified in a contract, such as submitting an IT asset invoice every month.{#cncore-obligation-management__cncore-obligation-management-para-1} An obligation record can have two types of obligation tasks: Ad hoc obligation task : Obligation task required only once or at irregular intervals to fulfill the contract obligations. Recurring obligation task : Obligation task required at regular intervals to fulfill the contract obligations. Recurring obligation tasks are automatically created based on the defined schedule. You can create obligations using one of the following methods: Create obligations using AI : The AI agent uses contract obligation extraction skill to extract key contractual obligations from contracts. Once extracted, you can review the obligations within the contract playbook and choose to accept or reject them. Accepted obligations are added as records in the Obligations tab of the contract record. Create obligations manually : Contract manager manually reviews the contract and creates obligation records for key obligations. ## AI-powered obligation extraction workflow {#cncore-obligation-management__section_ai_workflow} The AI-powered obligation extraction process uses the manage contract repository agentic workflow and can progress as follows: 1. As a contract admin with the AI role, activate the contract obligation extraction skill in the AI Admin Hub console. For more information, see [Configure AI capabilities](https://www.servicenow.com/docs/4jd_VXo4XIArb6gC2i_92Q "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel."). 2. As a contract admin, activate the business rules. 3. The obligation extraction process is automatically initiated when a contract record is created. 4. Once the extraction is complete, the contract manager with the AI role receives a notification indicating that obligations are ready for review. 5. The contract manager reviews the extracted obligations within the contract playbook. Each obligation can be accepted or rejected based on relevance. 6. Approved obligations are automatically added as obligation records in the Obligations tab of the contract record. 7. Obligation tasks are created. * For a recurring schedule, the obligation tasks are automatically created for the obligation record based on the defined schedule. * For an ad hoc schedule, the contract manager creates an obligation task from the Obligation tasks tab in the contract record. {#cncore-obligation-management__ul_ai_tasks} 8. The assigned user is notified when the obligation task is created. 9. The assigned user works on the obligation task and submits it for review.The state of the obligation task changes from Open to Awaiting approval. 10. The obligation fulfiller reviews the task and approves or rejects it. * If the obligation task is rejected, the state of the task changes to Open, and the assigned user continues to work on it. * If the obligation task is approved, the state of the task changes to Completed. {#cncore-obligation-management__ul_ai_approval} {#cncore-obligation-management__ol_ai_workflow} ## Manual obligation management workflow {#cncore-obligation-management__section_manual_workflow} The manual Obligation Management workflow starts after the signed contract is added to the contract repository record and can progress as follows: 1. A contract manager reviews the contract in the contract repository and creates obligation records for key obligations. 2. The contract manager provides the obligation details, including an obligation task schedule, in the obligation record.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."). 3. Obligation tasks are created. * For an ad hoc schedule, the contract manager creates an obligation task from the Obligation tasks tab. * For a recurring schedule, the obligation tasks are automatically created based on the defined schedule. {#cncore-obligation-management__ul_xj5_cr5_cdc} 4. The assigned user is notified when the obligation task is created. 5. The assigned user works on the obligation task and submits it for review.The state of the obligation task changes from Open to Awaiting approval. 6. The obligation fulfiller reviews the task and approves or rejects it. * If the obligation task is rejected, the state of the task changes to Open, and the assigned user continues to work on it. * If the obligation task is approved, the state of the task changes to Completed. {#cncore-obligation-management__ul_npt_n43_wcc} {#cncore-obligation-management__ol_ukn_ssf_qcc} * **[Create obligations using AI](https://www.servicenow.com/docs/Ih7CnfQ3i0l_Pslem~qYvw#cncore-create-obligations-landing)** 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. * **[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.