Overview
Intelligent Contract Ingestion enables government contractors to upload standard contract award and Solicitation documents. Data is intelligently extracted from these documents and presented for the Contracts team to review and create contract records, significantly streamlining contract set-up activities.
This guide provides an overview of steps to be performed in order to install and configure Intelligent Contract Ingestion out-of-the-box on Salesforce in your organization. In-depth installation steps are available upon request.
Audience
Salesforce Administrators
IT Support
Prerequisites
Please contact TechnoMile Support or email support@technomile.com for the following information prior to starting your installation:
Client ID and Client Secret for Provisioning
Completed Contracts Installation as per: Summary: Contracts OOTB (on Salesforce)
Configure ICI, Wage Determination and Clause Library | |
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1 | App Launcher => ICI Configuration Page => Click to Setup |
Under TM ICI Setting | |
Auth Endpoint: https://API.technomile.com/oauth/token | |
OCR Remote Site URL: https://api.technomile.com/ocr/v1 | |
Callback URL: https://xxxxxx.my.salesforce.com/services/apexrest/TM_TOMA/solicitaionData | |
Client Id: provided by TechnoMile Support | |
Client Secret: provided by TechnoMile Support | |
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Under Wage Determination Setting | |
WD County Endpoint URL: https://api.technomile.com/census/us/state/ | |
WD State Endpoint URL: https://api.technomile.com/census/us/states | |
WD Oauth URL: https://api.technomile.com/oauth/token? | |
WD Search Endpoint URL: https://api.technomile.com/wdol/v1/search | |
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Under Clause Library Setting | |
Endpoint URL: https://api.technomile.com | |
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ICI Setup | ||||
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1 | Setup => Trusted URLs => New Trusted URL | |||
API Name: ICITrustedURL | ||||
URL: https://api.technomile.com | ||||
C SP Context: All | ||||
connect-src (scripts): check | ||||
font-src (fonts): check | ||||
frame-src (iframe content): check | ||||
img-src (images): check | ||||
media-src (audio and video): check | ||||
style-src (stylesheets): check | ||||
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2 | Setup => Remote Site Setting => OCR_Azure_Services | |||
Remote Site URL: https://api.technomile.com | ||||
3 | Setup => Custom Metadata Types => OCR Form Type => Manage Records => Add 8 records as below | |||
Label | OCR Form Type Name | Form Label | Form Value | |
CPARs | CPARs | CPARs | cpars | |
DD143 | DD143 | DD143 | dd1423 | |
OF347 | OF347 | OF347 | of-347 | |
SF26 | SF26 | SF26 | sf-26 | |
SF30 | SF30 | SF30 | sf-30 | |
SF33 | SF33 | SF33 | sf-33 | |
DD1155 | DD1155 | DD1155 | dd1155 | |
SF1449 | SF1449 | SF1449 | sf-1449 | |
4 | Test ICI: | |||
App Laucher => GRC Contracts => Ingest Contract to test. You should receive two emails. | ||||
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Test Clauses API: | ||||
App Laucher => GRC Contracts => Clauses Tab => Mass Update => Set a back date => If a list of Clauses showed up, the api connection was successful | ||||
Clause Library Setup | ||||
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1 | Setup => Custom Settings => TM_ClauseLibrary_Type_Settings => Manage | |||
Add 25 records as below | ||||
Name | ||||
AFARS | DFARS | EDAR | HUDAR | |
AFFARS | DFARSPGI | EPAAR | IAAR | |
AGAR | DIAR | FAR | JAR | |
AIDAR | DLAD | FEHBAR | LIFAR | |
CAR | DOLAR | GSAM |
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DARS | DOSAR | HHSAR |
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DEARS | DTAR | HSAR |
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2 | Setup => Apex Classes => Schedule Apex | |||
Job Name: One Time Clause Import | ||||
Apex Class: TM_ClauseLibraryScheduleClass | ||||
Frequency: Monthly (Start and End dates of today). Preferred Stat Time: the next available hour then Save. | ||||
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Setup => Scheduled Jobs to make sure it is listed there. | ||||