Create use cases for contract obligation extraction

Create obligation extraction use cases to specify the types of key contractual obligation that you want Now Assist to detect and extract from contract documents.

About this task

The following video walks you through the process of creating use cases for the contract obligation extraction skill.

Before you begin

Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_core.contract_config

About this task

In the contract obligation extraction skill, you can create a use case to define the category and subcategory of obligations that you want to extract from a contract.

For each use case, you can add fields with detailed prompts to define the obligation category, subcategory, and description of the subcategory. The information is used by the large language model (LLM) to identify and extract obligations from a contract. You must add a separate field for each obligation category that you want to extract.

Comprehensive use cases ensure that obligation extraction is precise, consistent, and aligned with your compliance requirements.

The CM Pro - Contract Obligation Extraction use case is available with the in base system. This use case isn’t editable.

Note:

If you create your own use case or customize a copy of an available use case, be sure to test it thoroughly to ensure accuracy.

Procedure

1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
2. Navigate to Employee > CM Pro.
3. Select Activate skill on the skill you want to activate.

   Figure 1. Now Assist skills for Contract Management Pro

   

4. On the General details page, view the skill details and select Save and continue.
5. In the Contract obligation extraction use cases page, select New use case.
6. In the Define use case page, add the use case details and select Save and continue.

   Figure 2. Define use case form

   

   Table 1. Define use case form

   Field	Description
   Use case name	Unique name of the use case.
   Target table	This field should be left empty.
   Language of the files	Language of the contract documents from which you want to extract the obligations. For more information on supported languages, see Languages supported by Document Intelligence.
   LLM provider	Large language model (LLM) provider for the use case that is used to extract obligations. Note: For contract obligation extraction use cases, select large LLMs such as Now LLM Service Large to ensure more accurate results.
   Image mode	Improves the efficiency of processing images for third-party multi-modal LLMs like Google Gemini, Azure OpenAI. The field is available only when a third-party multi-modal LLM is selected in the LLM provider field. Note: Selecting image mode reduces the page count limit to 10 pages per file.
   Document intelligence skill	Displays the skill name for which you’re creating the use case.

7. In the Define information page, select Add a field to add fields for the use case.
   1. In the New field window, select Question.
   2. Enter the details for the new question.

      Table 2. Question form

      Field	Description
      Question	Details of the obligation that you want to extract. The information is used by the LLM to identify and extract obligations from contracts. The details must include the category and subcategory of the obligation that you want to extract along with a description that explains the specified subcategory. For an example of a description, refer to the Details field of a question in the CM Pro - Contract Obligation Extraction use case that is available with the base system.
      Field type	Type of the information to be extracted. For obligation extraction, select Text.
      Target table	This field should be left empty.
      Target field	This field should be left empty.

      For more information on the field form, see Question form for use case setup.

      Figure 3. Field page for contract obligation extraction

      

   3. Optional: Turn on the toggle switch for Create multiple fields to create multiple fields without closing the window.
   4. Select Save.
   Note:

   After adding questions, be sure to test them thoroughly to ensure accuracy.
8. Select Save and Continue.
9. Optional: Upload a document to test how the contract metadata extraction skill works with the new use case.

   Figure 4. Test document for obligation extraction

   

   1. Select Test a new document.
   2. Upload a document from a record or from the device.
      You can test documents that are in .pdf format.
   3. Select Continue.
      The obligation extraction results for the uploaded document are displayed in the side panel.

      Upload and test another document by selecting Test a new document.

   4. Optional: Add new fields or update the existing fields by selecting Back.
   5. Select Save and continue to proceed.
10. Review the use case details and select Complete setup.

    Figure 5. Review and activate obligation extraction

    

Result

The use case is created for the contract obligation extraction skill. The LLM uses the use case to extract obligations from signed contracts.

What to do next

Map a use case for contract obligation extraction

Related tasks

• Map a use case for contract obligation extraction