Periods of Performance

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.

Some POPs are Missing

Issue

System fails to detect all Periods of Performance in the contract document.

Solution

Manually create missing periods of performance.

A POP is only created when an associated CLIN has been identified. A CLIN that begins with number “0” will cause the creation of a “Base Period”. A CLIN that begins with the number “1” will cause the creation of an “Option Period 1” and so on. In the example above, “Option Period 1” was not included because a CLIN beginning with “1” was not identified by Transform Copilot. This algorithm is followed because TechnoMile has identified that a significant share of contract documents do not contain a table of periods of performance.

POP Start Date and End Date are Blank

Issue

System unable to extract specific start and end dates for periods of performance.

Solution

Manually enter the start date and end date for each period of performance. As of the 2024.3 release, period of performance dates are not extracted automatically.

Cannot Create a Contract Without a Period of Performance

Issue

The Create POP(s) button is grayed out. Transform Copilot will not allow the creation of a contract record without adding a single Period of Performance, and if there are no CLINs in the document, there will be no POP automatically created.

Solution

At least one POP is required in TechnoMile contracts. Click “Add Period” to add at least a single POP for the “Base Period” or “Contract Period” with associated start date and end dates to proceed.

Didn't find what you're looking for?
If your issue isn’t listed here, try browsing the FAQ list below or contact TechnoMile Customer Success for further assistance.