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
The Create software reclamation rule agentic workflow in ServiceNow Otto for SAM automates the identification and creation of software reclamation rules. It aggregates usage records to detect unused software products that currently lack reclamation rules but are viable candidates for reclamation. This automation helps improve license utilization, accelerate reclamation processes, enhance operational efficiency, and increase user satisfaction. The workflow is enabled by default and requires thesamadminrole to operate.
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How It Works
The workflow uses an AI agent to analyze software product usage and spend metrics, then suggests reclamation rules accordingly. It provides details such as the proposed rule name and assignment group, allowing administrators to approve or modify these details before rule creation. Once confirmed, the reclamation rule is created, linked to the product, and activity logs are updated in the reclamation rule record.
Access and Initiation
The agentic workflow can be initiated from multiple pages within ServiceNow SAM, including:
- Software asset overview page
- Publisher details page
- License operations page
Users with the samadmin role can start the workflow by selecting products requiring reclamation rules via the ServiceNow Otto panel or directly from relevant tabs and administration pages.
Role Masking and Security
Access to the agentic workflow is controlled through role masking, ensuring only users with appropriate roles (by default, samadmin) can operate it. Security controls may be configured to add or restrict roles as needed.
AI Agent Details
The workflow leverages the Software reclamation rule creation AI agent, which is enabled by default. This agent retrieves reclamation suggestions, analyzes license utilization data, and generates reclamation rules to help SAM managers efficiently scale their software reclamation efforts.
Use the Create software reclamation rule agentic workflow to automatically create reclamation rules to aggregate usage records and to identify unused 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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|
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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. |