Ingest Contracts Configuration Guide

Change Summary

Overview

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.

This document is a step-by-step guide on how you can configure the Transform Copilot feature for use in your organization.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that Contracts Suite - Sales Cloud Edition is already installed and configured. The version of this package must be 2024.3 or higher.

Assign Permission Set

1. Click the gear icon and select Setup.
   

2. Go to Permission Sets using Setup search.

   

3. Scroll down and open the ICI Full Access Permission Set.

4. Click Manage Assignments.
   

5. Click Add Assignment.
   

6. Select a User and click Next.
   

7. Click Assign.
   
   The Permission Set is assigned to the selected User.

8. Click Done.
   

Configure TM ICI Setting

1. Go to ICI Configuration Page using App Launcher.
   TM ICI Admin Utility Tool page opens.

2. Click the gear icon.
   

3. Specify details such as TCC Widget URL, TCC API Client Id, and TCC API Client Secret and click Submit.

   IMPORTANT

   Ensure that you have retrieved all the required TM ICI Setting Setup details from TechnoMile Support.

   The TM ICI Setting Setup is configured.

Configure Remote Site Settings

1. Go to Remote Site Settings using Setup search.

2. Click New Remote Site.
   

3. Enter Remote Site Name as TCCAuthorizationURL and Remote Site URL in the format https://.technomile.com, select the Active checkbox, and click Save.

   IMPORTANT

   Ensure that you retrieve the Remote Site URL from TechnoMile Support.

   The Remote Site is created.

Configure Trusted URLs

1. Go to Trusted URLs using Setup search.

2. Click New Trusted URL.

3. Specify the API Name and URL and select the Active checkbox.

   IMPORTANT

   Ensure that you retrieve the URL from TechnoMile Support.

4. Select all the CSP Directives checkboxes as shown below and click Save.
   
   
   The Trusted URL is created.

Add Buttons to List View and Page Layout

1. Go to Our Contract Object Manager, then go to List View Button Layout, and click Edit against List View.

2. Move Ingest Contract (Transform Copilot) from Available Buttons to Selected Buttons using the Add arrow button and click Save.
   The button is added to the list view.

3. Go to Our Contracts using App Launcher.
   The Our Contracts page opens with the Ingest Contract (Transform Copilot) button on it.
   

Add TC Ingested Info Tab, Sections, and Fields

IMPORTANT

In the following section, the administrator needs to verify that none of these fields are already set up on their local layout before adding them to the new tab.

NOTE

You can add a maximum of 9 tabs in a single page layout and each tab can have a maximum of 9 sections. Failure to adhere to this limit may result in unexpected system behavior.

1. Go to Contract Suite Configure using App Launcher.

2. Select Contract and All Other and click Go.
   

3. Click Add Tab.
   

4. Enter the Label as TC Ingested Info and click Add.
   The tab is added.

5. Click Add Section.
   

6. Enter Label as Client Details and No. of Columns as 2 and click Add.
   The section is added.

7. Click Add Field.
   

   IMPORTANT

   While adding fields in the following steps, the administrator needs to ensure that none of these fields are already configured in the local layout before adding them to the new tab.

8. Enter as Administered by and click Add.
   Note that once the Field Label is specified, the Field API Name is auto-populated.
   The field is added.

9. Similarly, add the below listed fields with the following Field Labels:

   • Administrator code

   • Issued By

   • Issue code

   • Name and Address of Contractor

   • Contractor Code

   • Name of Offeror

   • Offeror code

   • Payment will be made by

   • Payee code

   • Ship To/Mark For

   • Shipment Code

   • Facility Code

   • Unallowable Costs?

   • Rating

   • Solicitation Number

   • Type of Solicitation
     
     

10. Similarly, add another section with the Label as Billing and Delivery and then add the below listed fields with the following Field Labels:

    • Billing Frequency

    • Billing Required By

    • Special Billing Requirements

    • WAWF Billing Required

    • Discount for prompt payment

    • Prompt Payment Terms

    • Delivery Order Number

    • Delivery
      

11. Click Save.

12. Go to the Details tab of an Our Contract record page using App Launcher to view the newly added tab, sections, and fields.