Problems After Processing

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 Header data

Issue

Not every field that identified in Transform Copilot, or added by the user through the Transform Copilot UI, shows up on the basic contract record after processing is complete.

Solution

The information should be available in one or more tabs of the contract record. In the Salesforce-based version of Contracts Suite, check under the “TC Ingested Info” tab on the left. In the Microsoft-based version of Contracts Suite, check under the “TCC Codes” section for agency and related code information.

If you still cannot find the ingested information, open a ticket with TechnoMile Customer Success.

Not all CLINs Ingest

Issue

CLINs/SLINs identified in Transform Copilot or added by the user through the Transform Copilot UI, are not added to the contract record after processing is complete.

Solution

If a SLIN does not have a Parent CLIN, it will not ingest. Ensure that a SLIN has a CLIN before ingesting.

For other issues, open a ticket with TechnoMile Customer Success.

Funding not Ingested

Issue

Funding on CLINs/SLINs identified in Transform Copilot or added by the user through the Transform Copilot UI, are not added to the contract record after processing is complete.

Solution

Funding cannot be greater than obligations, and errors can occur if an attempt is made to add CLINs and SLINs with more funding than obligations.

For other issues, open a ticket with TechnoMile Customer Success. A persistent lack of funding being ingested is likely due to a configuration that needs to be changed.

Not all Clauses Ingest

Issue

Matched or Unmatched clauses identified in Transform Copilot or added by the user through the Transform Copilot UI, are not added to the contract record after processing is complete.

Solution

Open a ticket with TechnoMile Customer Success. This is likely due to a configuration that needs to be changed.

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