CLM  Contract Lifecycle Management · Oracle EBS R12

CLM Agent —
Contract Lifecycle Management

From award creation to option exercise, AI operates Oracle CLM so your contracting officers focus on decisions, not data entry.

500+
CLM Awards Created
FAR/DFARS
Built-In Compliance
8
CLM Transaction Types
Days
Not Months to Configure
DHS · USCG
TSA · CBP

8 CLM Scenarios — AI Executing Oracle

Real task walkthroughs. What the user says, what the agent does, what Oracle executes, and how long it takes.

01

Create CLM Award from Contract PDF

4 min vs 2–3 hrs
▶ User: Uploads contract_DHS_FY2026_0045.pdf + "Create the CLM award"
// Agent Actions
1 Extracts CLIN structure, period of performance, ceiling amount, contractor DUNS, FAR clauses, and obligated amount from PDF
2 Validates ADA fund availability against current appropriation balances
3 Maps extracted data to Oracle CLM field requirements
🔗 Oracle Action: Creates Award header + CLINs via CLM API, sets up fund control, links to purchase requisition
Award in Oracle in 4 minutes — complete with CLIN structure, fund control, and FAR clause library attached. No manual form entry.
02

Exercise Contract Option Year

6 min vs 1–2 hrs
▶ User: "Exercise Option Year 2 on contract DHS-2024-CLM-0891, same ceiling, extend 12 months"
// Agent Actions
1 Validates ADA fund availability for the new option period
2 Checks current period of performance dates and computes new POP end date
3 Prepares modification package per FAR 52.217 option exercise requirements
🔗 Oracle Action: Creates CLM Modification (Mod Type: Option Exercise), updates POP dates, obligates funds via fund check API
Option exercise completed with full audit trail in 6 minutes — modification number assigned, fund obligation posted, POP updated.
03

Create Contract Modification — Scope Change

8 min vs 3–4 hrs
▶ User: Uploads revised SOW PDF + "Create a bilateral modification adding CLIN 0006"
// Agent Actions
1 Reads new SOW, identifies new deliverable description and acceptance criteria
2 Checks existing contract ceiling adequacy for additional CLIN
3 Applies FAR 43.103 bilateral modification requirements and signature block
🔗 Oracle Action: Creates bilateral modification in Oracle CLM, adds CLIN 0006 with new SOW text, updates total contract ceiling
FAR-compliant modification created — all required fields populated, new CLIN active, ceiling updated, modification awaiting CO e-signature.
04

Set Up CLM Clause Library for Agency

2 hrs vs 2–3 days
▶ User: "Configure DHS standard clause library for FY2026 with all mandatory FAR and DFARS clauses"
// Agent Actions
1 Applies current FAR/DFARS deviation matrix specific to DHS agency policy
2 Maps mandatory vs. optional clauses by contract type (FFP, T&M, IDIQ, Cost Plus)
3 Validates clause text against current FAC (Federal Acquisition Circular) version
🔗 Oracle Action: Configures CLM Clause Library with 200+ mandatory/optional clauses organized by contract type and procurement method
Agency-specific clause library active for all new awards — contracting officers auto-get the right clauses based on contract type selection.
05

Process IDIQ Task Order Award

10 min vs 4–5 hrs
▶ User: Uploads task order document + "Award task order under IDIQ DHS-IDIQ-2023-0001"
// Agent Actions
1 Validates task order scope against parent IDIQ statement of work and ordering ceiling
2 Verifies competition documentation requirements (fair opportunity exceptions if applicable)
3 Checks minimum/maximum order thresholds and remaining IDIQ ceiling
🔗 Oracle Action: Creates Task Order in Oracle CLM with parent-child relationship to IDIQ, obligates TO ceiling, updates IDIQ remaining balance
Task order created with proper IDIQ parent linkage — FPDS reporting data populated, obligation recorded, parent IDIQ ceiling decremented.
06

Close Out Expired Contract

15 min vs 1–2 days
▶ User: "Close out contract CBP-2024-CLM-0234 — final deliverable received and accepted"
// Agent Actions
1 Validates all deliverables received and acceptance documentation present in Oracle
2 Scans for unliquidated obligations (ULOs) across all CLINs
3 Generates close-out checklist per FAR 4.804 requirements
🔗 Oracle Action: Updates contract status to Closed in Oracle CLM, de-obligates excess funds, creates close-out record with FAR 4.804 checklist
Contract closed per FAR 4.804 — ULOs returned to agency fund, close-out checklist archived, FPDS updated with final status.
07

Generate Contractor Performance Assessment (CPARS)

5 min vs 2–3 hrs
▶ User: "Generate CPARS rating for TSA contract TSA-IT-2025-0067, Q4 performance"
// Agent Actions
1 Pulls contract deliverables, milestone completion data, and schedule performance from Oracle CLM
2 Retrieves invoicing history and quality metrics logged during performance period
3 Drafts performance narrative based on quantitative contract data
🔗 Oracle Action: Populates CPARS fields in Oracle CLM with performance ratings and narrative; routes to Contracting Officer for review and submission
CPARS report draft ready for CO review in minutes — all performance data pulled from Oracle, narrative drafted, awaiting CO signature.
08

Configure Fund Control Rules for New Award

20 min vs 1–2 days
▶ User: "Set up fund control for CLM award to prevent ADA violations — no-year funds mixed with annual"
// Agent Actions
1 Applies Anti-Deficiency Act fund control rules for mixed appropriation types
2 Sets up encumbrance accounting linkage between CLM and Oracle GL
3 Configures appropriation period validation rules to block cross-year violations
🔗 Oracle Action: Configures Fund Control Rules in Oracle CLM, links to Budget Execution module in Oracle GL, enables real-time ADA violation alerts
ADA-compliant fund control active before first obligation — real-time alerts on violations, appropriation period validation enforced, OMB A-11 ready.

See the CLM Agent Execute in Your Oracle Instance

Bring your actual CLM awards, modifications, or task orders. ro1.ai will execute them live — not a demo environment, your Oracle EBS.