You can access and review content categorized as obligations. These obligations are either automatically categorized as obligations by the Assurance AI solution (system-generated), or by users in your organization (user-generated). You can review the obligations to determine if they are relevant to your organization, add labels to map the obligations to your controls, annotate them using a rich text editor, and add links or attachments.
You can also complete obligation-specific workflows for each piece of obligatory language.
Users within an organization can add user-generated obligations to determine the relevance and risk of these additional obligations, and annotate them as needed.
This product guide will show you how to:
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Search for documents with Obligations
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Access system-generated Obligations and create your own Obligations
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Add Obligation review to workflows
Search for documents with Obligations
To find documents that include Obligations, select “Document Properties = Obligations” within Search Filters.
Access system-generated Obligations and create your own obligations
When a document is selected, you will see the Obligations tab in the right-hand panel, which shows all system-generated and user-generated Obligations.
Selecting an Obligation navigates to the relevant section of the documents from which the obligation was classified.
You can also add new user-generated obligations to the document by highlighting a portion of the text and selecting the “Add Obligation” option. These obligations are organized sequentially based on where they appear in the text and are color-coded to depict which obligations are system-generated and which are user-generated. Any Obligation marked “Y,” will allow you to then have access to the rich text editor to label, add attachments, and leave comments on the selected Obligation text. Team Edition users will also see Obligation Review tasks for any workflows to which the document is assigned listed for Obligations marked “Y.”
Once you’ve selected an obligation, you can mark it as relevant or not relevant to your organization and add annotations such as labels, attachments and comments that will provide context for you and your colleagues. Note that all enrichments and all user-generated obligations are specific to your organization only.
Add Obligation review to workflows
Assurance AI gives you the ability to create document-level, obligation-level, or workflows that are pertinent at both the document and the obligation level.
To create an obligation level workflow, follow the same steps as a document level workflow, but select “Obligations” as your first workflow setting.
If you have created an obligation-level workflow and attached it to your document, you can complete all workflow tasks uniquely for each obligation within your document.
For details on how to automatically resolve control gaps for obligations within Assurance AI, review the Obligation Library training guide.
