1. How do I extract and classify key terms from contract documents using Generative AI?
  2. Security and Privileges to Sep Up and Extract Key Terms from Contract Documents

Security and Privileges to Sep Up and Extract Key Terms from Contract Documents

Key terms and prompts can be created and added to contract types and extracted from contract documents by any user in the organization with the appropriate privileges and duty roles.

This topic contains the following sections:
  • Set Up the Enable Security Console External Application Integration Profile Option
  • Enable Permission Groups
  • Access Requirements to Set Up Key Terms and Prompts

Set Up the Enable Security Console External Application Integration Profile Option

Set a profile value that prepares the Security Console to work with permission groups and related objects as follows:

  1. In the Setup and Maintenance work area, click the Tasks panel and click Search.

  2. Search for Manage Administrator Profile Values.
  3. Click the Manage Administrator Profile Values task in the search results.
  4. In the Search: Profile Option section, enter ORA_ASE_SAS_INTEGRATION_ENABLED (Enable Security Console External Application Integration) in the Profile Option Code field and click Search.

    A record of the ORA_ASE_SAS_INTEGRATION_ENABLED profile option code appears.

  5. In the row for the Site profile level, select Yes in the Profile Value field.
  6. Click Save and Close.

Enable Permission Groups

You must enable permission groups for the following contract roles:
  • ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB
  • ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB
  • ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB
  • ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB
  • ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB

If you’ve created custom roles, permission groups should be enabled for the custom roles also.

Follow these steps to enable permissions groups:

  1. From the Navigator, go to Tools > Security Console > Roles.
  2. Search for each of the contract role names.
  3. Click Edit Role.
  4. Click Enable Permission Groups.
  5. In the Enable Permission Groups dialog, click Enable Permission Groups.
  6. Click the Summary step and click Save and Close.

    You can also navigate to the Summary step by clicking Next until you reach the final step.

Access Requirements to Set Up Key Terms and Prompts

The following section lists the access requirements to set up key terms and prompts and associate them to contract types:

  • The Manage Key Terms and Prompts (OKC_MANAGE_GEN_AI_KEY_TERM_SETUP_PRIV) privilege - This is already predefined in the Contract Setup duty role. Note that if you’re not using this predefined Contract Setup duty role, then add this OKC_MANAGE_GEN_AI_KEY_TERM_SETUP_PRIV privilege to any of your setup related custom duty or job roles.
  • The Use Generative AI Features in Sales (ZCA_USE_GENAI_IN_SALES_PRIV) privilege - This must be manually added to any of your setup related custom duty or job roles.
  • The ORA_DR_OKC_CONTRACT_SETUP_DUTY privilege must be manually added to any of your setup related custom duty or job roles from step 5 of the Role Hierarchy guided process as per the following screenshot:

    Screenshot to display the Edit Job Role->Role Hierarchy train stop 5-> Roles and Permission Groups subtab

Users with these role can:
  • Create key terms and prompts from the Manage Key Terms and Prompts menu in the contracts landing page.
  • Add key terms and prompts to the contract types in the Key Terms tab in the Manage Contract Types UI.

The following lists the access requirements to run the Extract Key Terms from Contract Documents process from a contract and to view or edit the extracted key term values:

  • Edit Key Term Values (OKC_EDIT_KEY_TERM_VALUES_PRIV) - If this privilege isn't available in the Security Console, run the Import User and Role Application Security Data scheduled process.
  • Use Generative AI Features in Sales (ZCA_USE_GENAI_IN_SALES_PRIV)
  • Edit Contract (OKC_EDIT_CONTRACT_PRIV)
    These privileges are needed to:
    • Access the Extract Key Term Values menu item in the Edit Contract UI
    • Submit the Extract Key Terms from Contract Documents scheduled process through REST (extractKeyTermValues)
  • View Contract (OKC_VIEW_CONTRACT_PRIV) privilege is needed to access the key term values tab in read-only mode.
Note: Users with the View Contract privilege can only view the key term values. They can't extract or edit key terms. Also the Edit Key Term Values privilege isn’t added to any predefined duty.