Map a field group to a clause

  • Release version: Xanadu
  • Updated March 27, 2025
  • 1 minute to read

    • Map field groups of a use case to clause variations of a clause library. Now Assist uses the mapped clause content to display suggestions for a missing or non-standard clause.

    Before you begin

    Ensure that you have active clauses in the clause library.

    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 analysis.
    6. In the Clause mappings page, select New clause mapping.
    7. On the form, fill in the fields.
      Table 1. Clause Mapping form
      Field Description
      Use case Use case that you want to map a clause with.
      Note:
      Only active use cases for contract analysis are displayed in the list.
      Request table Request table that contains the clauses that you want to map.
      Field group Field group that you want to map a clause with.
      Note:
      Only active field groups are displayed.
      Clause Clause that you want to map the field group to.
      Note:
      Only active clauses are displayed in the list.
    8. Optional: Add another field group to a clause variation by selecting New mapping.
      Figure 2. Clause mapping for Contract analysis
      Clause mapping for contract analysis with the option of adding multiple mappings.
    9. Select Save.