Contract metadata extraction use case mapping form
Use the Create use case mapping form in the contract metadata extraction skill to map the use case to specific tables and conditions.
| 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 repository table | The contract repository table where the contract records are created. The extracted metadata will be added in this table. |
| 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. |
| Contracts created from contract request | Option to apply the use case to contracts initiated from a contract request.When the check box is cleared, the use case applies to contracts that are directly uploaded on a contract record, without a contract request. The check box is selected by default.Note: The check box appears only when the Now Assist in Contract Management (sn_cm_gen_ai) and Contracts core (sn_cm_core) plugins are installed. |
| Contract type | The contract type for which the use case will apply.Note: Only active contract types are displayed in the list. This field appears only when the Contracts created from contract request check box is selected. |
| Request table | The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve reusability across product lines. You can choose to configure the use case mapping on a different table.This field appears only when the Contracts created from contract request check box is selected. |
| Request conditions | Conditions under which the use case applies on the request table.The field appears only when the Contracts created from contract request check box and the request table are 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 applies on the repository table. The field appears only when a table is selected in the Contract repository table field. For more information on using the condition builder, see Create a condition statement using the condition builder. |
Parent Topic:Map a use case for contract metadata extraction