How to stay on top of your contractual commitments

What is Robin AI Obligations?

Robin AI Obligations is a comprehensive solution for tracking, managing, and reporting on contractual obligations across all your agreements. It brings together all of the obligations across the different contracts in a single, easy-to-use interface. This ensures legal, compliance, and operational teams have clarity and confidence in meeting every contractual commitment. The systems tracks all completed obligations and allows for an exportable audit trail.

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Key Features

• Unified Dashboard: View all your obligations in one place, grouped by status:
  • Priority: Obligations requiring immediate action or that are overdue.
  • To-do: Active obligations within their reminder window.
  • Upcoming: Obligations scheduled but not yet actionable.
  • Completed: Completed obligations with an exportable audit trail for compliance.
• Automated Reminders: Assigned Responsible Parties and Obligation Managers get email alerts as obligations approach due dates or become overdue. Escalations are flagged automatically to keep nothing falling through the cracks.
• Detailed Views: Clicking into an obligation shows the obligation summary, it’s status, the responsible parties, the obligation manager, key dates, and links to clauses within contracts.
• Audit & Reporting: Download audit trails or CSV reports for compliance, inspections, or internal reviews.

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How streamline your obligations tracking workflows

1. Accessing Obligations

• Log in to Robin AI and select the Obligations section from the main navigation.
• The main dashboard displays your obligations by priority, due date, and completion status.

Main View Sections:

• Priority: Attend to these obligations first—they’re overdue or require immediate action.
• To-do: Active obligations within their reminder window.
• Upcoming: Obligations scheduled but not yet actionable.
• Completed: Completed obligations with an exportable audit trail for compliance.[1][3]
• Use filters to narrow your search for an obligation, you can do this by fund, counterparty, or responsible party.

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2. How Reviewers can quickly certify obligation compliance

Step 1: Receive email notifications when you have obligations that are due, due today or overdue

Step 2: Access the obligations by clicking the ‘Review Obligations’ in the email received or directly through the platform

Step 3: Certify all outstanding and overdue obligations via Bulk Review

Select Bulk Review

• Select the related Fund
• Review additional contract details
• Add notes
• Certify individual obligations or those in bulk
• Escalate those requiring action - sending an automatic notification to your Obligation Manager

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3. How Obligation Managers can monitor and maintain compliance

Step 1: Receive a weekly digest email notification or an email notification for action required obligations

Step 2: Access the obligations by clicking the ‘Review Obligations’ in the email received or directly through the platform

Step 3: Resolve outstanding and escalated obligations from the obligations dashboard

Step 4: Export a CSV Audit trail