ServiceNow Otto for Software Asset Management (SAM) AI agent collection to create software reclamation rule
Summarize
Summary of ServiceNow Otto for Software Asset Management (SAM) AI Agent Collection to Create Software Reclamation Rule
TheCreate software reclamation ruleagentic workflow in ServiceNow Otto for Software Asset Management (SAM) automates the creation of software reclamation rules. This workflow identifies software products that currently lack reclamation rules but are suitable candidates, enabling SAM managers to improve license utilization and operational efficiency without manual reviews of product usage and spend.
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This automation results in faster turnaround times and enhanced user satisfaction by streamlining the software reclamation process.
Role and Access Requirements
To initiate this agentic workflow, users must have the samadmin role. Role masking is used to control access, meaning only users with appropriate roles can start the workflow. Security controls may need to be configured to include these roles if user access is limited by role.
How to Initiate the Workflow
The workflow can be started from three locations within the ServiceNow interface:
- Software Asset Overview page: Navigate to the Activity Center, select suggestions in the Reclamation Rules box, open the Otto panel, choose "Create reclamation rule," then select a product and submit.
- Publisher Details page: Select a product for the publisher, go to the Removal Candidates tab, click "Create reclamation rule," and open the Otto panel to start the workflow.
- License Operations page: Navigate to Administration > Reclamation Rules, select "Create reclamation rule," open the Otto panel, select a product, and submit.
Workflow Process
The AI agent conducts checks on software usage, spend, and utilization metrics to evaluate each product. It then provides details such as the proposed reclamation rule name and the assignment group. Users can accept these suggestions or modify parameters before confirming rule creation. Once confirmed, the reclamation rule is created, linked to the product, and relevant work notes are logged in the Activity tab of the reclamation rule record.
AI Agent Details
The workflow uses the Software reclamation rule creation AI agent, which is enabled by default. This agent retrieves suggestions, analyzes license usage, and generates reclamation rules only when no existing rule is present for a product, based on user input.
Use the Create software reclamation rule agentic workflow to automatically create reclamation rules by identifying software products that lack reclamation rules but are viable candidates.
Create software reclamation rule overview
Use the Create software reclamation rule agentic workflow to streamline and automate the creation of reclamation rules. Create reclamation rule without having to manually review a product’s utilization and spend thereby improving license utilization, faster turnaround, improved operational efficiency, and enhanced user satisfaction.
Role masking
Roles required: sam_admin.
Agentic workflows and their AI agents use role masking to determine which users can access them. Ones installed with your applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.
Create software reclamation rule agentic workflow
Automating the creation of reclamation rules helps SAM managers to scale their reclamation efforts by automatically identifying and suggesting reclamation rules for overlooked software.
To start the agentic workflow, you must have the sam_admin role.
- Software asset overview page
- Publisher details page
- License operations page
Depending on the page, the sam_admin role is on, follow the steps mentioned in the following table:
| Software asset overview page | Publisher details page | License operations page |
|---|---|---|
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The AI agent initiates a series of checks assessing factors such as the usage of the product with regard to spend and utilization, among other metrics. After the checks are completed, the AI agent provides you with details such as the name of the reclamation rule name, the assignment group with which the reclamation rules will get created. You’re then asked if you would like to create the reclamation rule with the given details or if you want to modify any parameters such as assignment group in the reclamation rule. Mention any modifications that you want; or else confirm that you want to go ahead with the creation of the reclamation rule. After you confirm, the reclamation rule gets created along with the name of the product and a link to the reclamation rule. The Activity tab in the reclamation rule record gets updated with the relevant work notes.
AI agents used in the Create software reclamation rule agentic workflow
| AI agent | AI agent role |
|---|---|
| Software reclamation rule creation AI agent. | Retrieves reclamation rule suggestions, analyzes the license utilization, and generates a reclamation rule for a software product based on a user's response only if the reclamation rule doesn't exist. |