Agent StoreProcurementContract Obligation Management
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Contract Obligation Tracking Agent

ProcurementContract Obligation Management

Extracts and tracks time-bound and performance-based obligations from executed contracts, such as delivery milestones, reporting requirements, and SLA commitments, and alerts owners before deadlines are missed.

4
Process steps
5
Integrations
3
Data inputs

Executed contracts are full of specific obligations beyond the core pricing terms, such as quarterly business reviews, insurance certificate renewals, delivery milestones, minimum purchase commitments, and reporting deadlines, but once a contract is signed and filed away these obligations are rarely tracked systematically, leaving contract owners to remember them manually or discover missed obligations only when a supplier or auditor raises the issue

This creates compliance exposure and weakens the organization's negotiating position when obligations owed by the supplier go unenforced

The agent is triggered when a contract is fully executed and uploaded to the contract repository. It uses OCR and LLM-based document analysis to read the full contract text and extract discrete obligations, both supplier-owed and organization-owed, along with their due dates, recurrence frequency, and responsible party, distinguishing genuine binding obligations from general boilerplate language. Extracted obligations are loaded into a tracking calendar that sends advance reminders to the assigned owner as deadlines approach, and automatically escalates to the contract owner's manager and legal if an obligation passes its due date without being marked complete.

1

Extract Obligations from Executed Contract

  • Ingest the fully executed contract document via OCR
  • Identify all time-bound and performance-based obligation clauses
  • Extract due date, recurrence pattern, and responsible party per obligation
  • Distinguish binding obligations from general boilerplate language
Outcome: A complete, structured list of contract obligations is extracted with assigned ownership and timing.
2

Build Obligation Tracking Calendar

  • Load extracted obligations into a structured tracking calendar
  • Set recurrence schedules for recurring obligations
  • Assign notification recipients based on obligation owner
  • Flag any obligations with ambiguous or conflicting terms for legal review
Outcome: A live obligation calendar covering the full contract term is established.
3

Send Proactive Reminders

  • Notify assigned owners in advance of upcoming obligation deadlines
  • Send reminders at configurable intervals before due dates
  • Request confirmation of completion from the responsible party
  • Track completion status against each obligation
Outcome: Obligation owners receive timely reminders that allow them to act before deadlines pass.
4

Escalate Missed Obligations

  • Detect obligations that pass due date without confirmed completion
  • Escalate to the owner's manager and legal or contract management
  • Log the missed obligation and any resulting exposure
  • Update obligation status once resolved
Outcome: Missed obligations are escalated immediately, limiting compliance and relationship exposure.
Icertis
hosts the executed contract repository
DocuSign CLM
triggers extraction upon full execution
Microsoft Outlook
sends obligation reminder notifications
ServiceNow
logs and tracks escalation tickets
SharePoint
archives obligation extraction records for audit