COBBLESTONE SOFTWARE
Contract Insight — User Guide
VISDOM Services
03. Admin User Manual › VISDOM & Risk Management › VISDOM Services
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
Administration > VISDOM Status reports on the live connection between the application and the external AI backend, referred to as "CobbleStone VISDOM Services (VaaS)." It shows a Connected & Live banner along with Connection, Capabilities, and Connection & Provisioning sections detailing what the current connection supports. Four actions are available: Test reachability (verify the service can be reached), Re-authorize VISDOM (refresh the connection's credentials), Sync field metadata (update the list of fields VISDOM can extract into), and Sync obligation types (update the list of obligation types VISDOM can recognize). This screen is the operational counterpart to VISDOM Configuration: Configuration decides what VISDOM is allowed to do, while VISDOM Status confirms the underlying service connection is actually healthy.
2. Key Elements
- Administration > VISDOM Status shows a Connected & Live banner and Connection / Capabilities / Connection & Provisioning detail sections.
- References the backend as "CobbleStone VISDOM Services (VaaS)."
- Test reachability, Re-authorize VISDOM, Sync field metadata, and Sync obligation types actions manage and verify the live connection.
3. Quick Reference Summary
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