Data copied to Contract Management Pro for Legal Service Delivery during migration from Legal Simple Contracts

  • Release version: Washingtondc
  • Updated October 3, 2023
  • 4 minutes to read
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    Summary of Data Copied to ServiceNow Legal Contracts During Migration from Legal Simple Contracts

    The migration utility facilitates the copying of data from Legal Simple Contracts tables to ServiceNow Legal Contracts tables. The process ensures that necessary contract information is transferred while maintaining data integrity and relevance.

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    Key Features

    • Tables Migrated: Key tables such as contract types and legal contracts are specifically targeted for migration.
    • Contract Type Management: If a contract type exists in ServiceNow Legal Contracts, it will not be duplicated. Any changes made post-migration in the original table will not sync to ServiceNow.
    • Legal Requests Migration: Legal requests in a 'Close Complete' state are transferred to the new repository, ensuring important records are retained.
    • Data Mapping: Detailed mappings are provided for understanding how old states translate to new statuses, ensuring clarity in contract management.

    Key Outcomes

    Post-migration, customers can expect:

    • Seamless access to migrated data in ServiceNow Legal Contracts, allowing for improved contract management.
    • Clear visibility into contract statuses with accurate mapping from old to new repositories.
    • Recommendations for manual adjustments in vendor information when multiple matches are found, enhancing data accuracy.

    A migration utility copies data from Legal Simple Contracts tables to Contract Management Pro for Legal Service Delivery tables.

    Table 1. Tables migrated
    Legal Simple Contracts tables Contract Management Pro for Legal Service Delivery tables
    Contract type

    [sn_lg_contracts_type]

    		 Contract type

    [sn_cm_core_contract_type]
    Legal Contract

    [sn_lg_contracts_repository]

    		 Legal Contracts Repository

    [sn_lg_cnt_repository]

    Contract type table

    The contract type table is copied to Contract Management Pro for Legal Service Delivery.

    If a contract type already exists in the Contract Management Pro for Legal Service Delivery table, the contract type is not migrated.

    After migration, any modification or deletion of the contract type in the Legal Simple Contracts table will not be automatically synced to the Contract Management Pro for Legal Service Delivery table.
    Table 2. Data migrated
    Contract type

    [sn_lg_contracts_type]

    		 Contract type

    [sn_cm_core_contract_type]

    		 Description
    Name Name Name of the contract type.
    Active Active State of the contract type.
    Domain Domain Regional domain.

    Legal Contract Repository table

    Legal requests for non-disclosure agreement and third-party contract reviews that are in the Close Complete state are copied to Contract Management Pro for Legal Service Delivery

    The following table provides the details of the Legal Simple Contracts data and the corresponding Contract Management Pro for Legal Service Delivery data.
    Table 3. Data copied from Legal Contract to Legal Contracts Repository
    Legal Contract

    [sn_lg_contracts_repository]

    		 Legal Contracts Repository

    [sn_lg_cnt_repository]

    		 Description
    Contract Request Contract Request Contract request number
    Contract Status State The state of the request.
    The mapping between states in the old and new repository.
    • Terminated in the old repository is marked as Cancelled in the new repository.
    • If the start date of the contract is in the past, Amended in the old repository is marked as Active.
    • If the start date of the contract is in the future, Amended in the old repository is marked as Draft.
    • Expired in the old table without dates is marked as Expired in the new table.
    • Expired in the old table with contract start date in the past is marked as Active.
    • Expired in the old table with a contract end date in past is marked as expired.
    • Expired in the old table with a contract start date in future is marked as Draft.
    • Active in the old table with a start date in past is marked as Active.
    • Active in the old table with a start date in the future is marked as Draft.
    • Active in the old table without dates is marked as Active.
    • Canceled in the old repository is marked as Canceled in the new repository.
    Number Legacy Contract The contract number from Legal Simple Contracts.
    Contract Type Contract Type Type of contract from Contract Management Pro for Legal Service Delivery table.
    Contract Start Date Starts Start date of contract
    Contract End Date Ends End date of contract
    Contract Owner Contract administrator The administrator of the contract.
    Company Name Company Legal name The Vendor field is populated based on the availability of Company Name in the Companies [core_company] table.
    • Company name exists.
      • Single match found - Vendor is populated with the company name.
      • Multiple matches found - Vendor field is populated with the Company Legal name. When the contract repository record is opened, a recommendation is displayed to modify the Vendor value manually.
    • New company does not exist in both tables.
      • Single match found- Vendor is populated with the company name.
      • Multiple matches found- Vendor field is not populated and an error is displayed when the record is opened. You can map the value for Vendor manually.

        When there is no match for vendor field, the company name is copied to company legal name and error is displayed to fill the vendor value.
    Vendor
    Company Address None The Company Address is part of the Vendor details.
    Country None The Country details are part of the Vendor details.
    None Contract type model Contract model associated with the contract type.
    Table 4. Data copied from the Legal Contract table to the Contract Document table
    Legal Contract

    [sn_lg_contracts_repository

    		 Contract Document

    [sn_cm_core_document]

    		 Description
    None Name Name of the document. The name is in the format "<contract type> for <company_name>." If the contract type is empty, the name is in the format "<contract_number> for <company_name>."
    External folder URL URL URL of the external storage folder.
    External folder id External id ID of the external storage folder.
    External provider Storage provider Document storage provider.
    Request opened by Owner The user who opened the request.
    None Contract type Contract type corresponding to the record.
    None Default version Version of the document revision that is marked as Ready.
    Table 5. Data copied from the Legal Contract table to the Contract Document Revision table
    Legal Contract

    [sn_lg_contracts_repository

    		 Contract Document Revision

    [sn_cm_core_document_revision]

    		 Description
    Refer to the newly created document Document Revision of the document.
    None Name Name of the document revision.

    For external storage: The name is in the format "<contract type> for <company_name>." If the contract type is empty, the name is in the format "<contract_number> for <company_name>."

    For internal storage: The name is in the format <document_name>.
    None File type The type of document revision.

    For external storage, the document revision type is a URL.

    For internal storage, the document revision type is an attachment.
    Signed Contract URL The signed contract is available at the external storage URL.
    External file ID External id ID of the external file.
    None Version state The document revision number, which is set to 1 initially.
    Document Document The file in the document field is copied to the newly created revision record.