Components installed with Legal Simple Contracts

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • Several types of components are installed with activation of the Legal Simple Contracts application, including tables and user roles.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Roles

    Table 1. Roles installed
    Role title [name] Description Contains roles
    Contracts Administrator

    [sn_lg_contracts.contracts_admin]

    		 Application-specific administrator role for the Legal Simple Contracts app having the administrative access for the app and full access to the underlying data.
    • sn_lg_contracts.contracts_config
    • sn_lg_contracts.contracts_fulfiller
    Contracts Configurator

    [sn_lg_contracts.contracts_config]

    		 Provides access to configure data such as document templates, internal signatories, template rules. It does not provide access to transactional data of requests and matters.
    • connection_admin
    • sn_docusign_spoke.docusign_user
    • sn_adobesign_spoke.Adobe_Sign_User
    • sn_lg_ops.legal_user
    Contracts Fulfiller

    [sn_lg_contracts.contracts_fulfiller]

    		 Provides the fulfiller access for working on assigned contract requests.

    sn_lg_ops.legal_user
    Sales User

    [sn_lg_contracts.sales_user]

    		 Provides the read access on sales opportunities and accounts data.

    sn_lg_ops.legal_user

    Scheduled data imports

    Table 2. Scheduled data imports installed
    Scheduled data imports Description
    Sales Representatives Scheduled Data Import Pulls all sales representatives data from the CRM system into the Sales Representative [sn_lg_contracts_sales_representative] table.

    This is the main scheduled data import job that is scheduled to run once daily at the set time.
    Sales Accounts Scheduled Data Import Pulls Accounts associated with the sales representative into the Sales Account [sn_lg_contracts_sales_account] table.

    This job runs after the Sales Representatives Scheduled Data Import job finishes.

    ​
    Sales Opportunities Scheduled Data Import Pulls Opportunities associated with the sales representative into the Sales Opportunity [sn_lg_contracts_sales_opportunity] table.

    This job runs after the Sales Accounts Scheduled Data Import job finishes.

    Tables

    Table 3. Tables installed
    Table Description
    Contract Request Mapping

    [sn_lg_contracts_repository_request_m2m]

    		 Stores the details of the relationship between a request in the General Contract Support [sn_lg_ops_general_contract_support] table and a contract record in the Legal Contract [sn_lg_contracts_repository] table.
    Contract Template Rule

    [sn_lg_contracts_template_rule]

    		 Stores rules to identify a template contract document based on the input data in a request.

    Extends the Application File [sys_metadata] table.
    Contract Type

    [sn_lg_contracts_type]

    		 Stores the types of contract.
    Deflection Rule

    [sn_lg_contracts_deflection_rule]

    		 Stores deflection rules for sales contract reviews to provide resolution to the requesters based on the entered information in the request, without the need to submit the request.

    Extends the Application File [sys_metadata] table.
    Document Revision

    [sn_lg_contracts_contract_draft]

    		 Stores the first draft and other revisions of a contract document for a legal request.
    Legal Contract

    [sn_lg_contracts_repository]

    		 Stores all signed contract documents.
    Sales Account

    [sn_lg_contracts_sales_account]

    		 Stores information about sales accounts that belong to sales representatives.
    Sales Account Import Set

    [sn_lg_contracts_sales_account_import_set]

    		 Staging table for sales account records pulled from the Microsoft Dynamics CRM system.
    Sales Dynamics Staging Data

    [sn_lg_contracts_sales_dynamics_staging_data]

    		 Stores data imported from the CRM system.

    The data is pulled from the Microsoft Dynamics CRM system using a scheduled import set job.
    Sales Opportunity

    [sn_lg_contracts_sales_opportunity]

    		 Stores all opportunities associated with sales accounts.

    The data is pulled from the Microsoft Dynamics CRM system using a scheduled import set job.
    Sales Opportunity Import Set

    [sn_lg_contracts_sales_opportunity_import_set]

    		 Staging table for sales opportunity records pulled from the Microsoft Dynamics CRM system.
    Sales Representative

    [sn_lg_contracts_sales_representative]

    		 Stores sales representatives received from the CRM system.

    The data is pulled from the Microsoft Dynamics CRM system using a scheduled import set job that runs daily.
    Sales Representative Import Set

    [sn_lg_contracts_sales_representative_import_set]

    		 Staging table for sales representative records pulled from the Microsoft Dynamics CRM system.
    Signer

    [sn_lg_contracts_signer]

    		 Stores information of internal and external signatories.
    Signer Config

    [sn_lg_contracts_signer_config]

    		 Stores the mapping between an internal signatory and the participant field of a document template.
    Signer Task

    [sn_lg_contracts_signer_task]

    		 Stores all signatory information, including the order of signatories to sign the contract document and current signature status a request.