CLINs and SLINs

Overview

This guide will help you identify and mitigate the most common issues raised by users of Transform Copilot, to help you get the most out of the product. The guide supplements the Transform Copilot Training Video, as well as the Transform Copilot User Guide, available for both Salesforce-based and Microsoft Dynamics-based versions of the TechnoMile Contracts Suite.

Transform Copilot greatly reduces the amount of time that it takes Contract Managers to extract the information from a contract document into TechnoMile’s Contracts Suite. The information presented to the user by Transform Copilot includes top-level contract information such as contract number and award date, Periods of Performance, CLINs/SLINs, and Clause information.

Transform Copilot uses a fine-tuned Generative Artificial Intelligence (Gen AI) model and algorithms to identify and infer critical data elements and present them to the user for validation in a simple user interface.

Yet because AI technology is never going to be perfect, Transform Copilot will never be 100% accurate. Even if it were perfect, contracts come in formats never before seen, or a contract may not even contain all the information a user expects, or a contract may be of very poor quality.

Either way, that is why Transform Copilot is a copilot -- you, as the user, are given the ability to review and adjust details before you create a contract record.

The FAQ is organized by stage of the workflow – with Section 1 about submitting a job, Sections 2 through 5 about each stage of ingestion, Section 6 about overall UI concerns, and finally Section 7 about creating a record after extraction.

As always, if you have questions about any TechnoMile product, open a ticket with TechnoMile’s Customer Success team, and we can reach out to help address the concern.

Missing CLINs

Issue

CLINs or SLINs listed in the source contract documents are not available in the Transform Copilot UI. There will be gaps in numbering (e.g. 002 missing above), SLINs will not have parent CLINs, or there will be missing option year CLINs.

Solution

When CLINs or SLINs are missing, the user can enter them through Transform Copilot UI by clicking Add CLIN/SLIN, or after Transform Copilot has been completed, in the standard Contracts Suite interface.

For documents that have many missing CLINs or SLINs, open a ticket with TechnoMile customer Success for the TechnoMile product team to review. TechnoMile is working very hard to improve the quality of the ingestion.

CLINs and SLINs are sometimes extremely difficult for Generative AI to correctly identify. That is because lots of pieces of information, including deliverables and CDRLs, can look very similar to financial line item information.

Combined CLINs/SLINs

Issue

When ingesting from some documents, CLIN/SLIN are incorrectly combined into one line. For example, CLIN 0001 and CLIN 0002 are merged into a single CLIN record in the UI. Sometimes, other fields are also merged.

Solution

When CLINs or SLINs are combined, the user should fix the data in the Transform Copilot UI before finishing ingestion and open a ticket with TechnoMile Customer Success for the TechnoMile product team to review. TechnoMile is working very hard to improve the quality of the ingestion.

This will sometimes happen in contracts with limited information about CLINs – for example when there is only a CLIN number, a few word description, and the CLINs are not separately priced. Fundamentally, the AI is trying hard to fill in all the pieces and does not understand that these are separate CLINs.

Incorrect or Missing Information on CLINs

Issue

Information in the CLIN/SLIN table in the contract is not ingested. Obligated amount, funded amount, supplies/services, Type or other field is incomplete or incorrect.

Solution

There are several potential solutions:

Manually adjust the information to match the contract document.
Remove the form page before submitting the document, turning the document into an “Other” form. Transform Copilot has a unique and complex model for nonstandard contracts, such as subcontracts and commercial purchase orders. This can often provide better results than the CLIN/SLIN model used for more standard contracts.

Information can be incorrect or missing for many reasons. Often it is because there is limited context in the contract document to indicate what a piece of information means. For example, it is possible for obligated amount to be conflated with funded amount, because the document mentions only “amount”. Or there is a requisition number that looks like a CIN, and is included in the CIN column. Or Type will not match because the contract has a single word such as “Cost” without necessary context.

In cases where it you receive documents that you think should have better results, open a ticket with TechnoMile Customer Success, and TechnoMile’s product team will review. TechnoMile continues to improve the accuracy of its Generative AI extraction.

Deliverables Misidentified as CLINs

Issue

Lists of deliverables are incorrectly identified as CLINs with descriptions but no other information.

Solution

The user can manually delete the incorrectly identified CLINs by clicking the delete button. This problem happens because the numbering scheme and format of deliverables can look very similar to CLINs. For example, a document can have CLIN 0001, 0002, and 0003, while simultaneously having deliverables 001, 002, and 003. This can confuse the AI.

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