Use Software Asset Management with Contract Management Pro

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    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 providing advanced contract obligation and renewal capabilities directly within the Software Asset Workspace. This integration leverages the Obligation Management and Now Assist in Contract Management Pro plugins to streamline contract compliance and renewal processes.

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    Key Features

    • Obligation Management: Enables creation and management of obligation records that define specific tasks and instructions to fulfill contract obligations within the Software Asset Workspace, provided users have the appropriate roles.
    • Renewal Management: Offers proactive notifications and actionable insights to help track and manage upcoming contract renewals effectively.
    • Metadata and Obligation Extraction: Automates extraction of key contract metadata and obligations from signed contract documents through the manage contract repository agentic workflow, requiring the Now Assist in Contract Management plugin and activation of generative AI skills.

    Roles and Permissions

    Effective use of the integration requires specific roles, which must be assigned by the Software Asset Management administrator:

    • sncmobligation.obligationadmin: Administrative access to obligation management and related data.
    • sncmobligation.obligationfulfiller: Authority to create obligations and manage obligation tasks.
    • sncmobligation.obligationuser: Ability to act on and submit assigned obligation tasks.
    • sncmgenai.aicontractfulfiller: Permission to extract contract information into software contracts.
    • sncmgenai.aicontractconfig: Controls activation of contract obligation and metadata extraction skills.
    • nowassistpaneluser: Access to the Now Assist panel for skill management.
    • sncmgenai.aicontractadmin: Administrative access for managing the contract repository agentic workflow and plugin setup.

    Required Plugins

    • Obligation Management (sncmobligation): Supports obligation tracking and fulfillment.
    • Now Assist in Contract Management Pro (sncmgenai): Enables AI-driven contract metadata and obligation extraction and workflow automation.

    Practical Benefits

    ServiceNow customers can expect streamlined contract compliance management, improved visibility into contract obligations, and enhanced efficiency in renewal tracking. Automating metadata extraction reduces manual effort and increases accuracy, aiding IT asset and contract lifecycle management.

    To implement this integration, ensure the necessary plugins are installed, generative AI skills are activated, and user roles are correctly assigned. Refer to the related documentation for configuring workflows and managing obligations within the Software Asset Workspace.

    Leverage advanced contract life cycle capabilities after a contract has been signed using the Obligation Management (sn_cm_obligation) and the Now Assist 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. For more information about creating and managing obligation tasks in the Software Asset Workspace, see Manage obligation tasks 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 Now Assist in Contract Management (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. 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.

    Roles required for Software Asset Management and Contract Management Pro better together feature

    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.

    Table 1. Roles required
    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 Now Assist 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 Now Assist in Contract Management Pro (sn_cm_gen_ai) plugin and activates the required skills.

    Plugins required for the Software Asset Management and Contract Management Pro better together feature

    The following plugins are required to use the Software Asset Management and Contract Management Pro better together feature:

    • Obligation Management (sn_cm_obligation)
    • Now Assist in Contract Management Pro (sn_cm_gen_ai)