Create use cases for contract metadata extraction

---
title: Create use cases for contract metadata extraction
description: Create a use case for contract metadata extraction to define the information that you want AI to detect in a document.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/contract-management-pro/cmpro-na-usecase-me.html
release: australia
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 4
keywords: [Use cases for contract metadata extraction, Now Assist use cases, Contract metadata extraction, Now Assist in contract management pro, ServiceNow Otto for contract management pro, AI for contract management pro]
breadcrumb: [Configure metadata extraction, Configure AI capabilities, Configure, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---

# Create use cases for contract metadata extraction

Create a use case for contract metadata extraction to define the information that you want AI to detect in a document.

## Before you begin

Role required: sn\_cm\_gen\_ai.ai\_contract\_config, sn\_cm\_core.contract\_config

## About this task

The CM Pro - Contract Metadata Extraction use case is available with the base system. This use case is not editable. For more information about the various fields in the CM Pro - Contract Metadata Extraction use case, see [Contract metadata extraction use cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/metadata-extraction-use-case.md).

**Note:** If you create your own use case or customize a copy of an available use case, be sure to test it thoroughly to ensure accuracy.

## Procedure

1.  Navigate to **All** > **Admin Center** > **AI Admin Hub** to access the **AI Skills** tab of the AI Admin Hub console.

2.  Navigate to **Employee** > **CM Pro**.

3.  Select **Activate skill** on the skill you want to activate.

    \[Omitted image "cmpro-NA-skills.png"\] Alt text: AI skills available for Contract Management Pro.

4.  On the General details page, view the skill details and select **Save and continue**.

5.  In the Contract metadata extraction use cases page, select **New use case**.

6.  In the Define use case page, add the use case details and select **Save and continue**.

<table id="table_czf_dpc_chc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Use case name

</td><td>

Unique name of the use case.

</td></tr><tr><td>

Target table

</td><td>

Table where extracted information is stored.

</td></tr><tr><td>

Language of the files

</td><td>

Language of the contract documents from which you want to extract the metadata.For more information on supported languages, see [Languages supported by Content Understanding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/languages-supported.md).

</td></tr><tr><td>

LLM provider

</td><td>

Large language model \(LLM\) provider for the use case that is used to extract metadata.**Note:** For contract metadata extraction use cases, select large LLMs such as Azure OpenAI GPT to achieve more accurate results.

</td></tr><tr><td>

Image mode

</td><td>

Improves the efficiency of processing images for third-party multi-modal LLMs like Google Gemini, Azure OpenAI.The field is available only when a third-party multi-modal LLM is selected in the **LLM provider** field.

**Note:** Selecting image mode reduces the page count limit to 10 pages per file.

</td></tr><tr><td>

Document intelligence skill

</td><td>

Displays the skill name for which you’re creating the use case.

</td></tr></tbody>
</table>7.  In the Define fields page, select **Add a field** to add fields for the use case.

    1.  In the New field window, select **Field**.

    2.  Enter details for the new field.

        For more information on the field form, see [Question form fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/question-form.md).

        \[Omitted image "cmpro-na-fields-me.png"\] Alt text: Field information for contract metadata extraction.

    3.  Select **Save**.

    **Note:** After adding fields, be sure to test them thoroughly to ensure accuracy.

8.  Select **Save and Continue**.

9.  Upload a document to test how the contract metadata extraction skill works with the new use case.

    1.  Select **Test a new document**.

    2.  Upload a document from a record or from the device.

        You can test documents that are in .pdf format.

    3.  Select **Continue**.

        The metadata extraction results for the uploaded document is displayed on the side panel.

        Upload and test another document by selecting **Test a new document**.

    4.  Add new fields or update the existing fields by selecting **Back**.

    5.  Select **Save and continue** to proceed.

10. Select **Complete setup**.


## Result

The use case is created for the Contract metadata extraction skill. AI uses the use case to extract metadata from signed contract.

## What to do next

[Map a use case for contract metadata extraction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/cmpro-na-usecase-mappings-me.md)

-   **[Contract metadata extraction use cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/metadata-extraction-use-case.md)**  
In contract metadata extraction, use cases specify the information that you want AI to detect in a document.

**Parent Topic:**[Configuring contract metadata extraction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/cncore-conf-metadata-extraction.md)

**Related topics**  


[Map a use case for contract metadata extraction]()

[Configure system properties for contract metadata extraction]()

[Enable notification for contract metadata extraction]()

[Configure the URL for metadata extraction notifications]()

[Configure an extension point to add contract metadata]()

[Contract metadata extraction use cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/metadata-extraction-use-case.md)

[Select large language models for use cases in ServiceNow Otto for Contract Management Pro](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/cmpro-na-manage-llm.md)