Initiate metadata extraction from a contract
Use generative AI capabilities to extract metadata from a signed contract attached in a contract repository record.
Antes de Iniciar
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
Por Que e Quando Desempenhar Esta Tarefa
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.
Nota:
Contract metadata extraction using generative AI capabilities is not available when the Manage contract repository agentic workflow is enabled.
Procedimento
-
Open a contract repository record where you want to extract information from a contract.
Method Steps Contract Workspace - Navigate to .
- Select the list icon (
). - Select Executed contracts.
- Select All.
- Select the contract repository record.
Workspace used by your application - Navigate to your workspace.
- Open a contract request that is in the Closed complete or Contract signed state.
- Select the Contract repository tab.
- Select the contract repository record.