The Clause Identification and Management (CIM) feature provides users with a comparison match between the clause language in a document they upload to a Contract Profile and the Conga Contracts (formerly Novatus) Model, which is the standard against which individual clauses in an uploaded document are measured. The Conga Contracts (formerly Novatus) Model is based on the clauses found on the www.lawinsider.com website, but Clause Administrators can assist the Model in learning the language in their company’s contracts using the Clause Library.
Administrators "train" the Conga Contracts (formerly Novatus) Model by adding, modifying, and deleting the clauses in their company’s Clause Library. As Administrators manage the clauses in the Library, the Conga Contracts (formerly Novatus) Model is updated on a nightly basis, allowing the Model to "learn" a company’s preferred contract language. If there are existing clauses stored in the Library before the CIM feature is added, the Model will take this existing language into account when arriving at the new standard for any duplicate clauses during the first run of the nightly batch process. For example, if the Clause Library contains an Indemnification clause, which is also a pre-defined clause in the Conga Contracts (formerly Novatus) Model, the new standard that is applied to an uploaded document with an Indemnification clause will be arrived at using an algorithm that takes into account both the clause language in Conga Contracts (formerly Novatus) Model and the language in the Clause Library.Administrators must perform four setup tasks before the CIM feature can be used:
- Enable the feature by selecting the individual document types that need to be evaluated in the Document Types list in the List Administration screen.
- Grant the permission to upload documents based on contract group to existing user roles. Alternatively, you can create a separate CIM Clause Processor role with permissions to upload documents to specific contract groups, and assign this role to individual users.
- Ensure all the items used to classify the clauses in their company's contract document(s) have been added via the Clause Category, Clause Type, and Clause Security lists in the List Administration screen.
- Ensure all the negotiable and non-negotiable clauses used in their company's contract document(s) have been added to the Clause Library.
Therefore, Administrators who manage the CIM feature must be granted the Lists Admin, Clause Admin, and Roles Admin permissions.
The Search & Report features can be used to identify and run reports on the clauses processed on uploaded documents. For example, you can run a report on documents using non-standard clauses, as well as a report that identifies all documents containing a specific clause.