Create use cases for contract metadata extraction

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

    • Create a use case for contract metadata extraction to define the information that you want Now Assist to detect in a document.

    Warum und wann dieser Vorgang ausgeführt wird

    The following video walks you through the process of creating use cases for the contract metadata extraction skill.

    Vorbereitungen

    Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_core.contract_config

    Warum und wann dieser Vorgang ausgeführt wird

    The CM Pro - Contract Metadata Extraction use case is available with the Now Assist in Contract Management base system. This use case is not editable. For more information about the various fields in the CM Pro - Contract Metadata Extraction use case, see Contract metadata extraction use cases.
    Hinweis:
    If you create your own use case or customize a copy of an available use case, be sure to test it thoroughly to ensure accuracy.

    Prozedur

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    2. Navigate to Employee > CM Pro.
    3. Select Activate skill on the skill you want to activate.
      Abbildung : 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro.
    4. On the General details page, view the skill details and select Save and continue.
    5. In the Contract metadata extraction use cases page, select New use case.
    6. In the Define use case page, add the use case details and select Save and continue.
      Tabelle : 1. Define use case form
      Field Description
      Use case name Unique name of the use case.
      Target table Table where extracted information is stored.
      Language of the files Language of the contract documents from which you want to extract the metadata.

      For more information on supported languages, see Languages supported by Document Intelligence.
      LLM provider Large language model (LLM) provider for the use case that is used to extract metadata.
      Hinweis:
      For contract metadata extraction use cases, select large LLMs such as Now LLM Service Large to ensure more accurate results.
      Image mode Improves the efficiency of processing images for third-party multi-modal LLMs like Google Gemini, Azure OpenAI.

      The field is available only when a third-party multi-modal LLM is selected in the LLM provider field.

      Hinweis:
      Selecting image mode reduces the page count limit to 10 pages per file.
      Document intelligence skill Displays the skill name for which you’re creating the use case.
    7. In the Define fields page, select Add a field to add fields for the use case.
      1. In the New field window, select Field.
      2. Enter details for the new field.
        For more information on the field form, see Single fieldField form for document extraction use case setup.
        Abbildung : 2. Field page for contract metadata extraction
        Field information for contract metadata extraction.
      3. Select Save.
      Hinweis:
      After adding fields, be sure to test them thoroughly to ensure accuracy.
    8. Select Save and Continue.
    9. Wahlweise: Upload a document to test how the contract metadata extraction skill works with the new use case.
      1. Select Test a new document.
      2. Upload a document from a record or from the device.
        You can test documents that are in .pdf format.
      3. Select Continue.
        The metadata extraction results for the uploaded document is displayed on the side panel.

        Upload and test another document by selecting Test a new document.

      4. Wahlweise: Add new fields or update the existing fields by selecting Back.
      5. Select Save and continue to proceed.
    10. Select Complete setup.

    Ergebnisse

    The use case is created for the Contract metadata extraction skill. Now Assist uses the use case to extract metadata from signed contract.

    Nächste Maßnahme

    Map a use case for contract metadata extraction