Map a use case for contract metadata extraction

  • Release version: Xanadu
  • Updated March 26, 2025
  • 1 minute to read

    • Map a use case to specific tables, and define conditions to apply the use case for metadata extraction.

    Before you begin

    Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_contract_config

    Procedure

    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. On the tile for your skill, select Activate skill.
      Figure 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro.
    4. In the General details page, view the skill details and select Save and continue.
    5. In the Use case page, select Save and continue.
      For more information on creating a use case, see Create use cases for contract metadata extraction.
    6. In the Use case mappings page, select New.
    7. In the Create new use case mapping form, fill in the fields.
      Table 1. Use Case mapping form
      Field Description
      Name Unique name of the use case mapping.
      Use case The use case used to extract metadata from a signed contract.
      Note:
      Only active use cases for contract metadata extraction are displayed in the list.

      The CM Pro - Contract Metadata Extraction use case is available with the Now Assist in Contract Management base system.
      Contract type The contract type for which the use case will apply.
      Note:
      Only active contract types are displayed in the list.
      Order Order in which the use case will apply.

      If multiple use cases meet the same conditions, the use case with the lowest order number is applied first.
      Request table The parent table from which the contract request is created.
      Contract repository table The contract repository table where the extracted metadata will be added.
      Request conditions Conditions under which the use case applies on the request table.

      The field appears only when the request table is selected.

      For more information on using the condition builder, see Create a condition statement using the condition builder.
      Repository conditions Conditions under which the use case stores the extracted information on the repository table.

      The field appears only when the contract repository table is selected.

      For more information on using the condition builder, see Create a condition statement using the condition builder.
    8. Select Save.