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.
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
-
Navigate to All > Admin Center > AI Admin Hub to access the AI Skills tab of the AI Admin Hub console.
-
Navigate to Employee > CM Pro.
-
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.
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On the General details page, view the skill details and select Save and continue.
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In the Contract metadata extraction use cases page, select New use case.
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In the Define use case page, add the use case details and select Save and continue.
|
Field |
Description |
|---|---|
|
Use case name |
Unique name of the use case. |
|
Target table |
Table where extracted information is stored. |
|
Language of the files |
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. |
|
LLM provider |
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. |
|
Image mode |
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. |
|
Document intelligence skill |
Displays the skill name for which you’re creating 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/brazil/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.
-
Select Save and Continue.
-
Upload a document to test how the contract metadata extraction skill works with the new use case.
-
Select Test a new document.
-
Upload a document from a record or from the device.
You can test documents that are in .pdf format.
-
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.
-
Add new fields or update the existing fields by selecting Back.
-
Select Save and continue to proceed.
-
-
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
- Contract metadata extraction use cases
In contract metadata extraction, use cases specify the information that you want AI to detect in a document.
Parent Topic:Configuring contract metadata extraction
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
Select large language models for use cases in ServiceNow Otto for Contract Management Pro
---
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/employee-service-management/contract-management-pro/cmpro-na-usecase-me.html
release: brazil
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/brazil/markdown/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/brazil/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/brazil/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/brazil/markdown/employee-service-management/contract-management-pro/cmpro-na-usecase-mappings-me.md)
- **[Contract metadata extraction use cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/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/brazil/markdown/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/brazil/markdown/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/brazil/markdown/employee-service-management/contract-management-pro/cmpro-na-manage-llm.md)
| 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/employee-service-management/contract-management-pro/cmpro-na-usecase-me.html |
| release | brazil |
| 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 extractionNow Assist use casesContract metadata extractionNow Assist in contract management proServiceNow Otto for contract management proAI for contract management pro |
| breadcrumb | Configure metadata extractionConfigure AI capabilitiesConfigureContract Management ProLegal and Contract OperationsEmployee Service Management |