Review AI-extracted obligations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Use the contract playbook to review, edit, approve, or reject obligations automatically extracted from contract documents. Approved obligations are added as obligations records in the Obligations tab of the contract repository.

    Vorbereitungen

    Role required: sn_cm_gen_ai.ai_contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    The manage contract repository agentic workflow uses AI agents to extract key contractual obligations from signed contracts. The obligations are extracted based on the applicable use case in the contract obligation extraction skill. After obligation extraction is complete, a message appears on the contract record and an email notification is sent with a link to review the extracted obligations. The playbook provides a step-by-step interface where you can review each obligation, make necessary edits, and decide whether to approve or reject it. Approved obligations are added as actionable records in the Obligations tab of the contract repository.

    Prozedur

    1. Open a contract repository record where you want to review the extract information.
      MethodSteps
      Contract Workspace
      1. Navigate to All > Contract Workspace.
      2. Select the 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.
      Email notification Select Review contract in the email notification that you receive after the obligation extraction is complete.
    2. Select the Playbook tab.
      The playbook opens displaying a step-by-step interface to review the extracted obligations.
      Abbildung : 1. Contract playbook
      Contract playbook displaying extracted obligations details.
    3. In the playbook, navigate to the Review obligations step under the AI extracted obligations section.
    4. Select Review.
      The extracted obligations are displayed on a new tab.
      Abbildung : 2. Extracted obligations
      Form displaying the list of extracted obligations.
    5. Select an obligation to review the obligation details.
      • The Details tab displays the extracted obligation details. Use this tab to edit, approve, or reject the obligation.
      • The Activity tab displays a log of key attributes identified during the extraction process. Use this tab to review how the AI agent detected and populated the obligation, including the original text snippets and metadata extracted from the contract. The Activity tab helps you validate the extraction accuracy and provides transparency into the decision-making process for each obligation.
      Abbildung : 3. Extracted obligation details
      Obligation details form displaying the information extracted by AI.
    6. On the Details tab, perform the required action.
      • Edit the obligation details as needed.
        Hinweis:
        Complete all required fields before saving the changes or approving the obligation.

        For more information on the fields, see Obligation form.

      • Select Save to save the changes.
      • Select Approve to approve the extracted obligation and add it as a record in contract repository.
      • Select Reject to reject the extracted obligation.

        Once an obligation is rejected, it’s deactivated and can’t be reactivated again. If you need to add the obligation later, you must create an obligation record manually. For more information, see Create obligation records.

    7. Repeat step 6 for all the extracted obligations.
    8. Navigate to the Playbook tab in the contract repository after you have reviewed all the obligations.
    9. Select Mark as completed.

    Ergebnisse

    Approved obligations are available as records in the Obligations tab of the contract repository. Rejected obligations are deactivated and excluded from further processing.

    If the schedule of the obligation is recurring, the obligation tasks are automatically created based on the interval specified in the Repeats field.

    If the schedule of the obligation is adhoc, you must create obligation tasks manually. For more information see, Create an ad hoc obligation task.
    Abbildung : 4. Obligation records
    Obligations tab displaying the list of obligations added in the contract repository record.