COBBLESTONE SOFTWARE
Contract Insight — User Guide
Risk Management with Analytics, AI, and Machine Learning
03. Admin User Manual › VISDOM & Risk Management › Risk Management with Analytics, AI, and Machine Learning
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
Risk in the redesigned application is surfaced from more than one angle at once. A contract record's summary panel shows Risk warnings and a Risk register (a High/Medium/Low by Unlikely/Possible/Likely grid) independent of VISDOM. VISDOM adds AI-driven risk analysis on top of that: the Playbook tab in the Edit with VISDOM workbench scores every clause in a chosen playbook against the uploaded document, and the Default extractions tab's CLAUSES group includes Clause sentiment and High-risk findings (both of which require Clause extraction to be turned on first) alongside Language Risk, which flags risky or non-standard contract language. Combined, these give a layered view of risk: structured register/warning data on the record itself, clause-level sentiment and high-risk flags from VISDOM's document analysis, and playbook-based scoring of how a document's clauses compare to an organization's standard language.
2. Key Elements
- Record-level Risk warnings and a Risk register grid appear on every contract's summary panel, independent of VISDOM.
- VISDOM adds Clause sentiment and High-risk findings (both require Clause extraction) plus a Language Risk service that flags non-standard wording.
- The Playbook tab in Edit with VISDOM scores every clause in a chosen playbook against the document for a structured, AI-assisted risk comparison.
3. Quick Reference Summary
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