Negotiate AI - Revision history

IDT-1 at 10:14, 9 June 2022

2022-06-09T10:14:46Z

IDT-1 at 11:33, 19 January 2022

2022-01-19T11:33:59Z

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IDT-1 at 07:04, 20 December 2021

2021-12-20T07:04:05Z

IDT-1 at 11:45, 19 December 2021

2021-12-19T11:45:10Z

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IDT-1 at 13:16, 16 December 2021

2021-12-16T13:16:20Z

IDT-1 at 12:47, 16 December 2021

2021-12-16T12:47:04Z

IDT-1 at 12:32, 16 December 2021

2021-12-16T12:32:05Z

IDT-1 at 12:19, 16 December 2021

2021-12-16T12:19:03Z

IDT-1 at 11:57, 16 December 2021

2021-12-16T11:57:29Z

IDT-1 at 11:56, 16 December 2021

2021-12-16T11:56:36Z

@@ Line 486: / Line 486: @@
 &nbsp;
 === Playbook Risk Assessment Report ===
@@ Line 521: / Line 522: @@
 {|
 |-
-| &nbsp; &nbsp;&nbsp;'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] &#124; [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp; &#124;&nbsp;[[Contract_Digitalization|Contract Digitalization]]&nbsp;&#124;&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;&#124; [[Obligation_AI|ObligationAI]] &#124; [[Visualize_AI|VisualizeAI]]
+| &nbsp; &nbsp;&nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Create Agreement]] &#124; [[Managing_US_Federal_Contracts_using_ICI|Managing US Federal Contracts using&nbsp;ICI]]&nbsp; &#124;&nbsp;[[Contract_Digitalization|Contract Digitalization]]&nbsp;&#124;&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;&#124; [[Obligation_AI|ObligationAI]] &#124; [[Visualize_AI|VisualizeAI]]
 |}

@@ Line 259: / Line 259: @@
 <div class="image-green-border">[[File:Nego AI 5.PNG|720px|Nego AI 5.PNG]]</div>
 .&nbsp;'''Click '''''Create''. The masterdata instance is created.
 ==== Accessing playbook from within the clause on ICI instance ====
@@ Line 275: / Line 276: @@
 Users can create and associate multiple exceptions (masterdata instances) with a clause.
-<div class="image-green-border">[[File:Accessing Playbook.png|720px|Accessing Playbook.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Nego AI 17.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div>
 === Configuring risk associations for playbook exceptions ===

@@ Line 514: / Line 514: @@
 &nbsp;
 === Playbook Risk Assessment Report ===
@@ Line 529: / Line 530: @@
 To access the Risk Assessment Report:<br/> 1.&nbsp; &nbsp;'''Click '''''Agreement Management'' > ''Agreements'' on the ''Home ''page. The ''Agreement ''index page opens.<br/> 2.&nbsp;&nbsp;'''Click '''''View Record'' icon corresponding to the agreement you want to open. For example, ''ICMMasterServicesAgreement_264''. The agreement ''Details ''page opens.
-<div class="image-green-border">[[File:7.14 Playbook risk report 1.png|720px|7.14 Playbook risk report 1.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Nego AI 14.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;&nbsp;'''Expand '''the ''Reports ''tab on the left navigation pane. The list of all available reports opens.
-<div class="image-green-border">[[File:7.14 Playbook risk report 2.png|720px|7.14 Playbook risk report 2.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Nego AI 15.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;&nbsp;'''Click '''''Risk Assessment'' ''Report''. The ''Risk Assessment Reports'' page opens.
@@ Line 537: / Line 538: @@
 <div class="image-green-border">[[File:7.14 Playbook risk report 3.png|720px|7.14 Playbook risk report 3.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;&nbsp;'''Click '''the risk assessment hyperlink in the ''Record ID'' column. The risk assessment association ''Details ''page opens on the ICI instance.
-<div class="image-green-border">[[File:7.14 Playbook risk report 4.png|720px|7.14 Playbook risk report 4.png]]</div>
+<div class="image-green-border">[[File:Nego AI 16.PNG|720px]]</div>
 &nbsp;

@@ Line 404: / Line 404: @@
 &nbsp;
 === Configuring event rule for associating risks ===
@@ Line 413: / Line 414: @@
 To configure a rule:
-.&nbsp;'''Click '''''Configuration > Rule > Create Rule'' on the ''Home ''page. The ''Create Rule'' page opens.
+.&nbsp;'''Click '''''Configure&nbsp;> Rule > Create Rule'' on the ''Home ''page. The ''Create Rule'' page opens.
-.&nbsp;'''Select '''the ''Contract Type''. For example, ''Master Services Agreement''.
+.&nbsp;'''Select '''the ''Contract Type''. For example, ''Automation Basic Agreement''.
 .&nbsp;'''Enter '''the ''Rule Name''. For example, ''Trigger Risk Associations''.
@@ Line 422: / Line 423: @@
 .&nbsp;'''Select '''the ''Event''. For example, ''Agreement Document Uploaded''.
-<div class="image-green-border">[[File:Configuring event rule for associating risks.png|720px|Configuring event rule for associating risks.png]]</div>
+<div class="image-green-border">[[File:Nego AI 12.PNG|520px]]</div>
 .&nbsp;'''Click '''''Next''. The ''Build ''tab opens.&nbsp;
@@ Line 432: / Line 433: @@
 .&nbsp;'''Select '''''AITriggerPlaybookRiskAssessment'' option in the next drop-down.
-<div class="note-box">'''Note''': The ''AITriggerPlaybookRiskAssessment ''trigger is only available for users with AI license once enabled through technical configuration.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Configuring event rule for associating risks2.png|720px|Configuring event rule for associating risks2.png]]</div>
+<div class="note-box">'''Note''': The ''AITriggerPlaybookRiskAssessment ''trigger is only available for users with AI license once enabled through technical configuration.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Nego AI 13.PNG|720px]]</div>
 .&nbsp;'''Select '''''No ''in ''Stop Processing More Rules'' field. The further evaluation of ''Rules'' within a ''Ruleset ''continues.
@@ Line 440: / Line 441: @@
 .&nbsp;'''Click '''''Create''. The ''Rule ''created successfully message appears. The ''Rule ''is displayed in the list of ''Rules ''of the specific ''Contract Type''.
-<div class="image-green-border">[[File:Configuring event rule for associating risks3.png|720px|Configuring event rule for associating risks3.png]]</div>
 The risk will be calculated for each uploaded agreement version and risk association will be created for the agreement upon satisfying the rule conditions.
 === Configuring &nbsp;Playbook from Icertis Experience for Word ===

@@ Line 363: / Line 363: @@
 .&nbsp;'''Approve '''the contract type following the ICI&nbsp;approval workflow.
 === Associating risks with agreement contract type ===
@@ Line 370: / Line 371: @@
 To edit the contract type and add associations:
-.&nbsp;&nbsp; &nbsp;'''Click '''''Configurations > Contract Types'' on the ''Home ''page. The contract type index page opens.
+.&nbsp;&nbsp; &nbsp;'''Click '''''Configure&nbsp;> Contract Types'' on the ''Home ''page. The contract type index page opens.
 .&nbsp;&nbsp; &nbsp;'''Click '''''View Record'' icon corresponding to the agreement contract type you want to enable playbook for. For example, ''Master Service Agreement''. The contract type ''Details ''page opens.
-<div class="image-green-border">[[File:Associating risks with agreement contract type.png|720px|Associating risks with agreement contract type.png]]</div>
+<div class="image-green-border">[[File:Nego AI 9.PNG|720px]]</div>
 .&nbsp;&nbsp; &nbsp;'''Click '''''Edit''. The ''Edit ''masterdata - ''Details ''tab opens.
-<div class="image-green-border">[[File:Associating risks with agreement contract type2.png|720px|Associating risks with agreement contract type2.png]]</div>
+<div class="image-green-border">[[File:Nego AI 10.png|720px]]</div>
 .&nbsp;&nbsp; &nbsp;'''Click '''''Next''. The ''Attributes ''tab opens.
@@ Line 391: / Line 392: @@
 .&nbsp;&nbsp; &nbsp;'''Click '''''Save''. The association will be added to the agreement contract type.
-<div class="image-green-border">[[File:Associating risks with agreement contract type3.png|720px|Associating risks with agreement contract type3.png]]</div>
+<div class="image-green-border">[[File:Nego AI 11.PNG|720px]]</div>
 .&nbsp;&nbsp; &nbsp;'''Click '''''Next''. The ''Display Preference'' tab opens.

@@ Line 309: / Line 309: @@
 Users can create and associate multiple exceptions (masterdata instances) with a clause.
 <div class="image-green-border">[[File:Accessing Playbook.png|720px|Accessing Playbook.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Configuring risk associations for playbook exceptions ===
@@ Line 329: / Line 330: @@
 To add the association to the contract type:
-.&nbsp;'''Click '''''Configuration > Create Contract Type'' on the ''Home ''page. The ''Select Contract Type'' page opens.
+.&nbsp;'''Click '''''Configure&nbsp;> Contract Type > Create''&nbsp;on the ''Home ''page. The ''Select Contract Type'' page opens.
-<div class="image-green-border">[[File:Configuring risk associations for playbook exceptions.png|720px|Configuring risk associations for playbook exceptions.png]]</div>
+<div class="image-green-border">[[File:MSCRM 1.png|720px]]</div>
 .&nbsp;'''Click '''''Associated Document''.&nbsp;
 .&nbsp;'''Click '''''Next''. The ''Create Contract Type'' page opens.
-<div class="image-green-border">[[File:Configuring risk associations for playbook exceptions2.png|720px|Configuring risk associations for playbook exceptions2.png]]</div>
+<div class="image-green-border">[[File:Nego AI 6.PNG|520px]]</div>
 .&nbsp;'''Enter '''''Contract Type Name''. For example, ''ContractRiskAssessment''.&nbsp;
 <div class="note-box">'''Note''': The risk assessment associated document contract type name provided in the ''Contract Type Name'' field should be same as the technical name set up for risk assessment in the ICI&nbsp;technical configuration file.</div>
@@ Line 342: / Line 343: @@
 .&nbsp;'''Click '''''Next''. The ''Attributes ''page opens.
-<div class="image-green-border">[[File:Configuring risk associations for playbook exceptions3.png|720px|Configuring risk associations for playbook exceptions3.png]]</div>
+<div class="image-green-border">[[File:Nego AI 7.PNG|620px]]</div>
 .&nbsp;'''Search '''for the seeded global attributes configured for playbook in the ''Available Attribute'' pane. For example, ''Clause Library Clause Code''.
@@ Line 352: / Line 353: @@
 .&nbsp;'''Add '''all the required attributes following steps from number 7 to 10.
-<div class="image-green-border">[[File:Configuring risk associations for playbook exceptions4.png|720px|Configuring risk associations for playbook exceptions4.png]]</div>
+<div class="image-green-border">[[File:Nego AI 8.PNG|620px]]</div>
 .&nbsp;'''Click '''''Next''. The ''Display Preference'' tab opens.

@@ Line 274: / Line 274: @@
 .&nbsp;'''Approve '''the masterdata following the ICI&nbsp;approval workflow.
@@ Line 283: / Line 284: @@
 .&nbsp;'''Click '''Configure&nbsp;> Masterdata > Create Masterdata on the Home page. The Create Masterdata page opens.
-<div class="image-green-border">[[File:SF 7.png|720px]]</div>
+<div class="image-green-border">[[File:SF 7.png|720px|SF 7.png]]</div>
 .&nbsp;'''Select '''the ''Masterdata''. For example, ''ContractPlaybook''.
 .&nbsp;'''Click '''''Next''. The ''Attributes ''page opens.
-<div class="image-green-border">[[File:Nego AI 4.PNG|520px]]</div>
+<div class="image-green-border">[[File:Nego AI 4.PNG|520px|Nego AI 4.PNG]]</div>
 .&nbsp;'''Enter '''the details in the configured attributes.
-<div class="image-green-border">[[File:Nego AI 5.PNG|720px]]</div>
+<div class="image-green-border">[[File:Nego AI 5.PNG|720px|Nego AI 5.PNG]]</div>
-.&nbsp;'''Click '''''Save''. The masterdata instance is created.
+.&nbsp;'''Click '''''Create''. The masterdata instance is created.
 ==== Accessing playbook from within the clause on ICI instance ====