---
title: "VISDOM Services"
slug: "visdom-services-1"
updated: 2026-10-06T20:49:59Z
published: 2026-10-29T16:29:08Z
canonical: "wiki.cobblestonesoftware.com/visdom-services-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.

# VISDOM Services

**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 Contract Insight and the external AI backend, **CobbleStone VISDOM Services (VaaS)**. It shows a **Connected & Live** banner with the service endpoint, followed by **Connection**, **Capabilities**, and **Connection & Provisioning** sections that detail what the current connection supports. Opening the page only reads configuration; it does not call VISDOM, so no quota is used. 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 healthy.

# 2. Key Elements

- **Status badge and banner**: **Connected & Live** confirms VISDOM Services are reachable and powering AI chat and document extraction, and shows the **Endpoint** in use.
- **Connection**: VISDOM Services reachable, OAuth application active, Authorized, Access token valid, Token expires, and Endpoint.
- **Capabilities**: VISDOM enabled, Assistant chat, Document extraction (live), LLM field extraction, Model, and Tier.
- **Connection & Provisioning**: Activation key present, Internal demo/dev system, and Client account, plus the four action buttons.
- **Test reachability**, **Re-authorize VISDOM**, **Sync field metadata**, and **Sync obligation types** manage and verify the live connection.

# 3. Navigating to VISDOM Status

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 Status** tile.

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

# 4. Reading the Connection Status

1. Navigate to VISDOM Status (see Section 3).
2. Check the status badge in the top-right corner and the banner below the page description. **Connected & Live** means VISDOM Services are reachable and powering AI chat and document extraction.
3. Review the **Connection** section. Each item should show a green check (Connected, Active, Yes, Valid). Note the **Token expires** date and time.
4. Review the **Capabilities** section to confirm which VISDOM features are on, and which **Model** and **Tier** the environment uses.

![VISDOM Status page showing the Connected and Live banner, Connection, and Capabilities sections](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vs-02-visdom-status-overview.png)

| Item | What it tells you |
| --- | --- |
| VISDOM Services reachable | Whether the application can reach the VISDOM Services endpoint. |
| OAuth application active / Authorized | Whether the VISDOM connection has been set up and approved. |
| Access token valid / Token expires | Whether the current access token is valid, and when it lapses. |
| VISDOM enabled, Assistant chat, Document extraction (live), LLM field extraction | Which VISDOM capabilities are switched on for this environment. |
| Model / Tier | The AI model and VISDOM licence tier in use. |

# 5. Managing the Connection

1. Scroll down to the **Connection & Provisioning** section.
2. Confirm **Activation key present** shows **Yes**.
3. Use the action buttons as needed:

- **Test reachability**: verifies the VISDOM Services endpoint can be reached.
- **Re-authorize VISDOM**: opens VISDOM's sign-in to approve the connection, then returns to this page with fresh tokens. Use it when the access token has lapsed.
- **Sync field metadata**: updates the list of fields VISDOM can extract into. Run it after adding or changing fields.
- **Sync obligation types**: updates the list of obligation types VISDOM can recognize.

![Connection and Provisioning section with the four action buttons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vs-03-connection-and-provisioning.png)

**Note:** On internal demo/dev systems, automatic VISDOM account creation is disabled by design, and a notice is shown below the buttons.

# 6. Testing Reachability

1. In the **Connection & Provisioning** section, click **Test reachability**.
2. Review the result message shown at the bottom of the section. A successful test reads **VISDOM Services responded (200)** followed by the service host.
3. If the test fails or the access token has lapsed, click **Re-authorize VISDOM** and complete the sign-in, then test again.

![Successful Test reachability result message](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/vs-04-test-reachability-result.png)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open VISDOM Status | Administration → search **visdom** → VISDOM Status. |
| Check that VISDOM is connected | Look for the **Connected & Live** badge and banner. |
| Check token expiry | Connection section → Token expires. |
| See which VISDOM features are on | Capabilities section. |
| Verify the service can be reached | Connection & Provisioning → Test reachability. |
| Refresh expired credentials | Connection & Provisioning → Re-authorize VISDOM → complete sign-in. |
| Update extractable fields | Connection & Provisioning → Sync field metadata. |
| Update obligation types | Connection & Provisioning → Sync obligation types. |