About Revenue Contract Agent
The Revenue Contract Agent extracts and populates data into customer contracts from uploaded documents.
Revenue Contract Agent skills include:
- Revenue Contract Creation: Helps create and update customer contracts, populating details for contract headers and contract lines in Workday from uploaded signed documents.
- Revenue Contract Insights: Enables you to ask questions about the contract PDF you're viewing and receive answers in Workday Chat.
Security Considerations
Security:
- Customer Contract Eventbusiness process and security policy in the Customer Contracts and Project Billing functional areas.
- Set Up: Revenue Contract Agentdomain in the Customer Contracts functional area.
Limitations
Revenue Contract Creation:
- Only processes documents in U.S. English.
- Only accepts PDF files for upload.
Workday currently doesn't support Revenue Contract Creation for these contract types:
- Amendment
- Change Order
- Renewal
- Projects
Workday recommends always reviewing the output fields and editing as necessary.
Revenue Contract Insights might:
- Occasionally generate the same response from the previous question. If this occurs, retry your new question.
- Include Evisort metadata or reference values from Evisort fields. Additionally, the agent might reference an "Executed" field when generating a response about the signature status of a document.
- Still display clickable sources in the chat history for questions on previous documents.
Additional Considerations
When you save a contract initially created with Revenue Contract Creation, Workday:
- Populates default values for applicable fields.
- Maintains extracted values even if you change contract line types.
- Overwrites extracted values and repopulates default values only if you update a sales item on the contract.