--- sourceDocument: Australia Asset Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-asset-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Asset Management ft:clusterId : - itam bundleId : - itam workflow : - Technology --- # Use Software Asset Management with Contract Management Pro # Use Software Asset Management with Contract Management Pro {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Use Software Asset Management with Contract Management Pro Integrating Software Asset Management (SAM) with Contract Management Pro enhances post-signature contract lifecycle management by leveraging advanced features such as Obligation Management and automated metadata extraction within the Software Asset Workspace. This integration enables customers to efficiently manage contract obligations, receive renewal notifications, and streamline contract data extraction after contracts are signed. Show full answer Show less ## Key Features * **Obligation Management:** Allows users with appropriate roles to create and manage obligation records and tasks directly in the Software Asset Workspace, helping fulfill contract requirements effectively. * **Renewal Management:** Provides proactive alerts and actionable insights related to upcoming contract renewals, supporting timely decision-making. * **Metadata and Obligation Extraction:** Uses the manage contract repository agentic workflow to automatically extract key contract metadata and obligations from uploaded signed contracts, powered by the ServiceNow Otto for Contract Management Pro plugin and generative AI skills. ## Roles and Permissions Successful use of this integrated feature requires assigning specific roles to users, managed by the Software Asset Management administrator. Critical roles include: * **Obligation Administrator:** Administrative control over obligation management data. * **Obligation Fulfiller:** Ability to create and approve or reject obligation tasks. * **Obligation User:** Responsible for executing and submitting assigned obligation tasks. * **AI Contract Fulfiller and Admin Roles:** Manage extraction of contract data and configuration of AI-powered workflows. * **Now Assist Panel User:** Enables access to the ServiceNow Otto panel for skill activation/deactivation. ## Required Plugins To enable these enhanced capabilities, customers must install and activate the following plugins: * **Obligation Management (sncmobligation)** * **ServiceNow Otto for Contract Management Pro (sncmgenai)** ## Next Steps for Customers * Install the necessary plugins and activate required AI skills. * Assign appropriate roles to users for managing obligations and AI workflows. * Configure the manage contract repository agentic workflow to automate contract metadata and obligation extraction within the Software Asset Workspace. * Use the integrated renewal management notifications to stay ahead of contract renewals. Leverage advanced contract life cycle capabilities after a contract has been signed using the Obligation Management (sn_cm_obligation) and the ServiceNow Otto for Contract Management Pro in Contract Management Pro (sn_cm_gen_ai) plugin. Integrating the Software Asset Management and Contract Management Pro applications provides access to the following post-signature contract data and workflows within the Software Asset Workspace: * Obligation Management: Use the Contract Management Pro application's Obligation Management feature within the Software Asset Workspace. If you have the required roles assigned, you can create an obligation record. This record defines specific instructions and obligation tasks required to fulfill the contract obligation. For more information about the Contract Management Pro application's Obligation Management feature, see [Obligation Management](https://www.servicenow.com/docs/access?context=cncore-obligation-management&version=australia&pubname=australia-employee-service-management&ft:locale=en-US). For more information about creating and managing obligation tasks in the Software Asset Workspace, see [Manage obligation tasks in the Software Asset Workspace](https://www.servicenow.com/docs/v6Tpd2sJrQLw97hevCnc8Q "Create obligation records to define specific instructions and obligation task types required to fulfill the contract obligation in the Software Asset Workspace."). * Renewal Management: Receive proactive notifications and actionable insights regarding upcoming contract renewals. * Metadata and obligation extraction: Streamline contract management by extracting the key contract metadata and obligations from an uploaded signed contract document using the manage contract repository agentic workflow. You must install the ServiceNow Otto for Contract Management Pro (sn_cm_gen_ai) plugin. You must also activate the generative AI skills to use the manage contract repository agentic workflow. For more information about installing the plugin and enabling the skills, see [Configure the manage contract repository agentic workflow for Software Asset Management](https://www.servicenow.com/docs/uaUBuGXowBsRly6Cty92kg "Install the ServiceNow Otto for Contract Management Pro plugin (sn_cm_gen_ai) and activate the generative AI skills to use the manage contract repository agentic workflow."). For more information about extracting the key contract metadata and obligations from assigned contract, see [Use manage contract repository agentic workflow in the Software Asset Workspace](https://www.servicenow.com/docs/6HOm6eGn~sWLANMkKw5pOA "Use the manage contract repository agentic workflow to improve productivity by extracting metadata and obligations automatically from signed contracts. Set the contract reminder dates for contract renewal or termination."). {#sam-integration-cmpro__ul_fnx_r5n_zgc} ## Roles required for Software Asset Management and Contract Management Pro better together feature {#sam-integration-cmpro__section_xr5_kyf_zgc} With the Software Asset Management integration for Obligation Management (sn_cm_obligation) plugin, the required roles are available. The Software Asset Management admin has to assign the roles to the required users. {#sam-integration-cmpro__table_nfd_21l_zgc__entry__2} | Role | Description | |-|-| | sn_cm_obligation.obligation_admin | Provides administrative access to Obligation management and underlying data. | | sn_cm_obligation.obligation_fulfiller | Creates obligations and approves, rejects, or cancels obligation tasks within the Software Asset Workspace. | | sn_cm_obligation.obligation_user | Acts on the assigned obligation task and submits the task within Software Asset Workspace. | | sn_cm_gen_ai.ai_contract_fulfiller | Extracts the information from a signed contract to add it to the software contract. | | sn_cm_gen_ai.ai_contract_config | Activates or deactivates the Contract obligation extraction and Contract metadata extraction skills. | | now_assist_panel_user | Accesses the ServiceNow Otto panel to activate or deactivate the skills. | | sn_cm_gen_ai.ai_contract_admin | Provides administrative access to the manage contract repository agentic workflow. Installs ServiceNow Otto for Contract Management Pro (sn_cm_gen_ai) plugin and activates the required skills. | [Table 1. Roles required] {#sam-integration-cmpro__table_nfd_21l_zgc} ## Plugins required for the Software Asset Management and Contract Management Pro better together feature {#sam-integration-cmpro__section_esr_52m_zgc} The following plugins are required to use the Software Asset Management and Contract Management Pro better together feature: * Obligation Management (sn_cm_obligation) * ServiceNow Otto for Contract Management Pro (sn_cm_gen_ai) {#sam-integration-cmpro__ul_on5_cfm_zgc} **Related concepts** * [Manage obligation tasks in the Software Asset Workspace](https://www.servicenow.com/docs/v6Tpd2sJrQLw97hevCnc8Q "Create obligation records to define specific instructions and obligation task types required to fulfill the contract obligation in the Software Asset Workspace.") * [Use manage contract repository agentic workflow in the Software Asset Workspace](https://www.servicenow.com/docs/6HOm6eGn~sWLANMkKw5pOA "Use the manage contract repository agentic workflow to improve productivity by extracting metadata and obligations automatically from signed contracts. Set the contract reminder dates for contract renewal or termination.") **Related tasks** * [Configure the manage contract repository agentic workflow for Software Asset Management](https://www.servicenow.com/docs/uaUBuGXowBsRly6Cty92kg "Install the ServiceNow Otto for Contract Management Pro plugin (sn_cm_gen_ai) and activate the generative AI skills to use the manage contract repository agentic workflow.")