Initiate metadata extraction from a contract

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use generative AI capabilities to extract metadata from a signed contract attached in a contract repository record.

    Vorbereitungen

    Ensure that Now Assist has data access or your role. For more information, see Configure data permissions for Now Assist skills.

    Role required: sn_cm_gen_ai.ai_contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    You can also configure the system properties to automatically initiate the metadata extraction process once the contract repository record is created. For more information, see Configure system properties for contract metadata extraction.

    Hinweis:
    Contract metadata extraction using generative AI capabilities is not available when the Manage contract repository agentic workflow is enabled.

    Prozedur

    1. Open a contract repository record where you want to extract information from a contract.
      MethodSteps
      Contract Workspace
      1. Navigate to All > Contract Workspace.
      2. Select the list icon (List icon.).
      3. Select Executed contracts.
      4. Select All.
      5. Select the contract repository record.
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open a contract request that is in the Closed complete or Contract signed state.
      3. Select the Contract repository tab.
      4. Select the contract repository record.
    2. Select Initiate metadata extraction.
      A message appears stating that the metadata extraction process has been initiated. You receive an email notification when the process is completed.

      The Review extracted metadata button appears on initiating the metadata extraction. You can select the button after the metadata extraction is completed.

    Nächste Maßnahme

    Work with extracted metadata