Start a metadata extraction for a contract from Source-to-Pay Workspace
Extract metadata from a signed contract attached in a contract repository record.
Before you begin
Role required: sn_cm_gen_ai.ai_contract_fulfiller
About this task
By default, the following use cases are available for Sourcing and Procurement Operations, which are mapped to the purchase requisition, purchase line item, and negotiation tables.
- CM Pro - Contract Analysis
- CM Pro - Contract Metadata Extraction
For more information, see Contract metadata extraction using Now Assist in Contract Management.
Procedure
Open the Source-to-Pay Workspace.
Navigate to Lists > My work > Open contract requests
Select a contract request that is in Closed complete or Contract signed state.
Select Initiate metadata extraction.
A message appears stating that the metadata extraction process has been initiated. You receive an email notification when the process is completed.
The Review extracted metadata button appears on initiating the metadata extraction. You can select the button after the metadata extraction is completed.
What to do next
Review the metadata extracted from a contract and add it to the contract repository. For more information, see Work with extracted metadata.
The Extraction results tab in the contract repository record displays the processed metadata and their statuses, indicating whether the metadata have been successfully added to the mapped fields in the contract repository. For more information, see Metadata extraction results.
Parent Topic:Using Now Assist for Contract Management in Sourcing and Procurement Operations
Related topics