COBBLESTONE SOFTWARE

Contract Insight — User Guide

Obligation Tracking

03. Admin User Manual › VISDOM & Risk Management › Obligation Tracking

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

VISDOM can identify obligations in a contract's text and surface them for follow-up. Obligations is offered as a standalone extraction in two places: the Select features window on Create with VISDOM, and Administration → VISDOM Configuration → Default extractions, where administrators choose which extractions are ticked the first time someone runs VISDOM. Behind it are two dedicated AI services on the Models & providers tab: Obligation Analysis ("Identifies obligations and their responsible parties") and Obligation Tasks ("Derives actionable tasks from obligations"). VISDOM therefore does not just flag that an obligation exists; it also identifies who is responsible and can turn the obligation into a trackable task. The Extraction behaviour tab adds confidence controls for this feature: Hide obligation suggestions below a set percentage (not shown at all) and Flag obligation suggestions below a higher percentage (shown but marked low confidence).

2. Key Elements

• Obligations toggle: available under On their own in Default extractions and under Standalone tools in the Create with VISDOM Select features window. Unlike clause sentiment, high-risk findings, and GSA clauses, it does not require clause extraction.
• Default extractions: set the starting selection only. After someone runs VISDOM, Create with VISDOM and Edit with VISDOM remember that person's last selection.
• Obligation Analysis identifies obligations and their responsible parties; Obligation Tasks derives actionable follow-up tasks from them.
• Hide obligation suggestions below and Flag obligation suggestions below (percentages on the Extraction behaviour tab) control which obligation suggestions a reviewer sees, and which are marked low confidence.

3. Navigating to VISDOM Configuration

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type visdom.
3. Under VISDOM AI, click the VISDOM Configuration tile.

VISDOM Configuration opens on the Availability tab. The obligation settings are on the Default extractions, Extraction behaviour, and Models & providers tabs.

4. Turning On Obligations as a Default Extraction

1. Navigate to VISDOM Configuration (see Section 3).
2. Click the Default extractions tab.
3. Under On their own, check Obligations.
4. Click Save default extractions.

Note: This sets what is ticked the first time each person runs VISDOM on a document. It is a starting point, not a limit. Users can still turn Obligations on or off each time they run VISDOM.

5. Setting Obligation Confidence Thresholds

1. Navigate to VISDOM Configuration (see Section 3).
2. Click the Extraction behaviour tab.
3. In Hide obligation suggestions below, enter the percentage below which a suggested obligation type is not shown at all.
4. In Flag obligation suggestions below, enter a higher percentage. Suggestions between the two values are shown but marked as low confidence.
5. Click Save changes (or Discard changes to undo).

Example: With Hide set to 60 and Flag set to 75, a suggestion at 55% is hidden, one at 70% is shown and flagged as low confidence, and one at 80% is shown normally.

6. Reviewing the Obligation AI Services

1. Navigate to VISDOM Configuration (see Section 3).
2. Click the Models & providers tab.
3. Scroll to Per-service routing in the AI Profile Manager.

4. Locate the Obligation Analysis and Obligation Tasks rows. Each shows whether the service is Enabled and which Provider, Model, Fallback provider, and Fallback model it uses. (inherit) means the service uses the tier defaults shown above the table.

Note: Rows marked Model chosen by VISDOM Services are managed by CobbleStone, and the available choices are bounded by your licence tier.

7. Extracting Obligations from a Document

1. From the Contract Insight homepage, click + Add in the top bar.
2. Select From a document (VISDOM).

3. On Create with VISDOM, choose the Record type and Type.
4. Under VISDOM Tools, click the features selected – change… button. The line below it lists which features will run and which are not running.

5. In the Select features window, under Standalone tools, check Obligations (Extract deliverables and responsibilities).
6. Click Done.
7. Drop the document into the Document area (or click Browse) and click Extract & review.

VISDOM shows obligation suggestions that meet the thresholds set in Section 5 for your review.

8. Quick Reference Summary