---
title: "Obligation Tracking"
slug: "obligation-tracking-1"
updated: 2026-10-06T20:40:33Z
published: 2026-10-29T16:29:08Z
canonical: "wiki.cobblestonesoftware.com/obligation-tracking-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Obligation Tracking

**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.

![Administration page filtered to VISDOM with the VISDOM Configuration tile](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-01-admin-visdom-configuration.png)

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**.

![Default extractions tab with the Obligations checkbox](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-02-default-extractions-obligations.png)

**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).

![Extraction behaviour tab with the obligation confidence thresholds](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-03-extraction-behaviour-thresholds.png)

**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.

![Models and providers tab showing the AI Profile Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-04-models-and-providers-tab.png)

1. 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.

![Obligation Analysis and Obligation Tasks rows in Per-service routing](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-05-obligation-analysis-and-tasks.png)

**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)**.

![Add menu with From a document (VISDOM)](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-06-add-from-a-document.png)

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

![Create with VISDOM page with the VISDOM Tools button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-07-create-with-visdom.png)

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

![Select features window with the Obligations option](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ob-08-select-features-obligations.png)

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

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open VISDOM Configuration | Administration → search **visdom** → VISDOM Configuration. |
| Make Obligations a default extraction | VISDOM Configuration → Default extractions → check Obligations → Save default extractions. |
| Hide low-confidence obligation suggestions | VISDOM Configuration → Extraction behaviour → set Hide obligation suggestions below → Save changes. |
| Flag low-confidence obligation suggestions | VISDOM Configuration → Extraction behaviour → set Flag obligation suggestions below → Save changes. |
| Check the obligation AI services | VISDOM Configuration → Models & providers → Per-service routing → Obligation Analysis and Obligation Tasks rows. |
| Extract obligations from a document | + Add → From a document (VISDOM) → VISDOM Tools → check Obligations → Done → add the document → Extract & review. |