Create use cases for contract obligation extraction
Create obligation extraction use cases to specify the types of key contractual obligation that you want Now Assist to detect and extract from contract documents.
About this task
The following video walks you through the process of creating use cases for the contract obligation extraction skill.
Before you begin
Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_core.contract_config
About this task
In the contract obligation extraction skill, you can create a use case to define the category and subcategory of obligations that you want to extract from a contract.
For each use case, you can add fields with detailed prompts to define the obligation category, subcategory, and description of the subcategory. The information is used by the large language model (LLM) to identify and extract obligations from a contract. You must add a separate field for each obligation category that you want to extract.
Comprehensive use cases ensure that obligation extraction is precise, consistent, and aligned with your compliance requirements.
Procedure
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Select Activate skill on the skill you want to activate.
Figure 1. Now Assist skills for Contract Management Pro -
In the Define use case page, add the use case details and select Save and continue.
Figure 2. Define use case form Table 1. Define use case form Field Description Use case name Unique name of the use case. Target table This field should be left empty. Language of the files Language of the contract documents from which you want to extract the obligations. 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 obligations. Note:For contract obligation 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.
Note: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. -
In the Define information page, select Add a field to add fields for the use case.
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Enter the details for the new question.
Table 2. Question form Field Description Question Details of the obligation that you want to extract. The information is used by the LLM to identify and extract obligations from contracts. The details must include the category and subcategory of the obligation that you want to extract along with a description that explains the specified subcategory.
For an example of a description, refer to the Details field of a question in the CM Pro - Contract Obligation Extraction use case that is available with the base system.
Field type Type of the information to be extracted. For obligation extraction, select Text.
Target table This field should be left empty. Target field This field should be left empty. For more information on the field form, see Question form for use case setup.
Figure 3. Field page for contract obligation extraction
Note:After adding questions, be sure to test them thoroughly to ensure accuracy. -
Enter the details for the new question.
- Optional:
Upload a document to test how the contract metadata extraction skill works with the new use case.
Figure 4. Test document for obligation extraction -
Review the use case details and select Complete setup.
Figure 5. Review and activate obligation extraction