ICI Release Notes - Release 7.17[edit]


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= ICI&nbsp;Release Notes - Release 7.17 =


== List of Enhancements&nbsp;7.17 ==

The 7.17 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Localization features.

The enhancements of this release include:

*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span> 
**'''''User Experience''''' 
***Providing a rich preview for agreements, associated documents and attributes documents on various UI pages by implementing the WOPI for Office Apps technology.&nbsp; 
***Extending the online editing in ICI to cover editing Associated Documents along with the agreements in shared online sessions to provide a complete collaboration encompassing the components of agreements. 
***Provision to create and edit associated documents when working on an agreement within the Icertis Experience for Word.&nbsp; 
***Extending the localization support to the Associated Document’s attributes tagged in an agreement as a file, table or saved search and Bilingual Template in Association. &nbsp; &nbsp;     

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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span> 
**Adding new API endpoints to receive audit logs, to specify templates during agreement creation and to support bulk association contract types.&nbsp; 
**Announcing deprecated APIs and their provisioned alternatives. &nbsp;   

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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span> 
**Capability to include the associated documents and amendments along with parent agreements to process together in the AI Studio and provide the insightful data. 
**Improving the Discover AI’s clause delimitation logic to discover the clause boundaries accurately based on the clause titles and identify up to one level of sub clauses in a .docx, text .pdf or scanned .pdf or mixed .docx document. 
**Adopting the Optical Character Recognition (OCR) technology embedded into ICI to read the wet signatures and rubber stamp prints present in the document using Discover AI. 
**Improving the Discover AI’s accuracy for recall and precision for identifying attributes in documents for the list of out-of-the-box attributes.   

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*<span style="color:#800080;">'''Enhancements to Reports'''</span> 
**The Obligation Management Power BI dataset “Obligations & Fulfillments” is now available for OM Reports without having the need for “Advance Analytics” installed. 
**Merging a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.&nbsp;   

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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span> 
**'''''Icertis Experience for Workday''''' 
***Introducing integration of human capital management in the ICI Workday integration.   
**'''''Icertis Experience for Salesforce''''' 
***Enhancing Upload Document action with validation messages.     

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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span> 
**Sourcing 
***Providing advances optimization for RFx.   
**Obligation Management 
***Introducing the Obligation Management navigation tile as an entry point for managing all Obligations and Fulfillments.   
**Risk Management 
***Certifying the ICI Risk Management application to work with the 7.17 release.   
**Proposal Management 
***Certifying the ICI Risk Management application to work with the 7.17 release.     

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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span> 
**With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools.   

These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.

*Refer to the [[#_Technical_Requirements_7.16|'''Technical Requirements''']]&nbsp;for the release in this document.&nbsp; 
*Refer to the Wiki documentation for details of all ICI features and functionalities.&nbsp; 
*Partners and Icertis internal teams can access the Icertis Software Development Kit content through [https://techconnect.icertis.com/ '''TechConnect'''].&nbsp; 

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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==

<span style="color:#800080;">'''920876 – Supporting rich documents preview using WOPI technology'''</span>

The document preview has now been enhanced to provide the rich preview experience using the WOPI for office technology. This rich preview is available for agreements, associated documents and attributes files appearing on various UI pages.<br/> With the WOPI for office, users can now preview MS Excel and presentation files types. Whereas, the existing supported file formats such as images, .pdf, .doc and .docx will continue to use the current technical solution to generate previews.<br/> Using the WOPI for office, the files can be previewed entirely without limiting the number of pages in a preview. Configurators can enable the WOPI for office to preview documents independent of the online editing functionality settings through the technical configuration.

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<span style="color:#800080;">'''916373 – Supporting localization for Attribute values of Associations'''</span>

ICI extends its localization to attributes of association entities tagged in templates and agreements to display values in a local language.&nbsp;<br/> This localization support has been provided for association entities assembled as a file, table or saved search in a single as well as bilingual template. The localization covers data types such as Masterdata lookup (String Attribute), Choice/Multi-choice, Date and DateTime, Percentage, Number, Boolean and Currency, as well as attribute groups and extension attributes on ICI UI.<br/> On a different note, users can now tag these data types for associations using Icertis Experience for Word.<br/> When the localization is not defined, the attribute values will be displayed in a language depending on specific business criteria (need to confirm with Bala if this needs to be mentioned in RN). To apply the localization in ICI, Administrators should maintain the translation values against respective resource keys using the Translation Editor tool.

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<span style="color:#800080;">'''732505 – Ability to create and edit associated documents in Icertis Experience for Word'''</span>

An agreement contract usually contains number of associated documents. While working on an agreement, it is now possible to create and edit these associated documents within the Icertis Experience for Word itself, similar to the editing of agreements. This provides the unified experience while working with agreement and its components while improving the productivity and efficiency.&nbsp;

*When creating or editing associated documents of an agreement in the Icertis Experience of Word, users can: 
*View and access the existing associated documents of an agreement. 
*Select the association contract type. 
*Tag association-based attributes, clauses and signatories. 

Send an association for approval. A version of associated document is created in the ICI on saving or publishing the associated document from Icertis Experience of Word. The authorization workflow will start for the workflow enabled associated document. The actions taken on the associated document from the Icertis Experience of Word will be captured and can be viewed under the History tab on the ICI UI.

This support is only available for the creation of drag/drop type of associations and editing the template based and drag/drop type of associations in .docx file format.

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'''<span style="color:#800080;">822057 – Supporting Online Editing for Associated Documents</span>'''
<div class="image-green-border">The online editing in ICI now covers the editing of Associated Documents along with the agreements in shared online sessions for a complete collaboration with various stakeholders encompassing the components of agreements. The online editing for associated document is available for the MS Excel, PowerPoint and MS Word files (XLSX, PPTX and DOCX file extensions).</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Users cannot upload an associated document when the online editing session is in progress.</div>

== ICI API Enhancement Details&nbsp; ==

<span style="color:#800080;">'''843824 –API Endpoint to receive Audit Logs&nbsp;'''</span>

Previously, users were unable to get all the properties of audit logs from APIs, such as Date Logged, User Id, and so on. A seperate API endpoint has now been added for this purpose, which returns all data points available on the UI and related data to history.<br/> The search results can now be filtered user ID, Date Logged, Event Name, and so on, along with all filters available on workflow statuses.

The audit log is available on all entities:&nbsp;

*Agreement 
*Amendment 
*Associated Document 
*Masterdata 
*User 
*Contract Request&nbsp; &nbsp; 

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<span style="color:#800080;">'''1000772 – Ability to specify template during agreement creation'''</span>

A new endpoint has been provided for template rule evaluation which returns a list of applicable templates after template rule evaluation.<br/> Users will now be able to upload the template while creating/updating agreement using API. &nbsp;The new create/update APIs also support auto-selecting applicable template when only one template is returned after rule evaluation.<br/> &nbsp;

<span style="color:#800080;">'''1019565 – API Support for BACT'''</span>

The support for Bulk Association Contract Type (BACT) from API 2.0 was earlier not possible. Client integrations using API 2.0 were not able to create, update, edit, delete BACT entities, hence they were compelled to use API 1.0 API and do a hybrid (1.0 & 2.0) to cover integration use cases.<br/> With this release, to ensure seamless experience for our customers, CRUD support has been enabled for the Create, Update, Delete, and Get endpoints. Thus, customers no longer need to use API 1.0.<br/> &nbsp;

=== API Deprecation Details ===

With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated.&nbsp;<br/> Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.&nbsp;
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div> 
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== AI Applications Enhancement&nbsp;Details ==

<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>

The Discover AI in ICI presents all the new opportunities where you can selectively discover attributes, clauses, obligations and tables and keep optimizing the discovery through continuous learning from user responses.<br/> With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;<br/> With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.

Users can now:<br/> '''1. Define own AI Model – &nbsp;'''

*Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered. 
*Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model.&nbsp; 
*ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations. 
<div class="image-green-border">[[File:7.16 RN SS 13.png|720px|7.16 RN SS 13.png]]</div> <div class="image-green-border"><br/> '''2. Analyze agreements based on the AI Model –&nbsp;'''</div> 
*Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model. 
<div class="image-green-border">[[File:7.16 RN SS 14.png|720px|7.16 RN SS 14.png]]</div> <div class="image-green-border"><br/> '''3. Train the AI Model –'''<br/> For new attributes, clauses and obligation added to the AI model, user can train the AI engine such that it discovers them automatically over a period. With training mode enabled, when a user specifies an attribute value, then the user will be asked to provide the associated text from the document where this attribute value is present. &nbsp;<br/> The DiscoverAI engine recognizes patterns from these user inputs and trains itself over a period of time to refine its discovery of entities.<br/> To help Administrators to monitor the DiscoverAI’s self-learning progress, a new AI model training performance report has been introduced for each AI model defined in ICI.</div> <div class="image-green-border"><br/> [[File:7.16-Accessing the Report5.png|720px|7.16-Accessing the Report5.png]]&nbsp;</div> <div class="image-green-border"><br/> The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div> 
<span style="color:#800080;">'''575437/884668 – Introducing AI Studio to analyze multiple agreements'''</span>
<div class="image-green-border">The evolving business dynamics have necessitated the businesses to not only be aware of their contractual risk and obligations, but also gather the intelligence from the contracts, to monetize opportunities and accelerate business.<br/> Introducing AI Studio to facilitate the processing of documents in bulk to identify and analyze a volume of data and derive the actionable insight to use for the business advantage. Users can process the agreement documents in the ICI platform as well as those outside of the ICI platform and apply desired AI model to get the insights.<br/> A new AI Studio tile has been introduced on the ICI UI Home page, for authorized users to run a new analysis for a set of documents against specific AI model. The AI Studio analysis supports .docx, .pdf and .zip files as document source as well as a network path or a saved search with an option to include associations. You can also add additional file sources using the customization hooks.<br/> [[File:7.16 RN SS 16.png|720px|7.16 RN SS 16.png]]&nbsp;<br/> The analysis results are available in a summarized report form. The report displays the summary of identified attributes, clauses, tables and obligations in an interactive chart. If a user wants to deep dive into a specific document, then the report provides an option where user can view the discovered entities alongside the original file.<br/> [[File:7.16 RN SS 17.png|720px|7.16 RN SS 17.png]]&nbsp;<br/> The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.</div> 
<br/> <span style="color:#800080;">'''826495 – Automating user feedback for attributes, clauses, tables and obligations'''</span>

AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.<br/> This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.

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<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>

DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;<br/> It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.<br/> These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.<br/> This functionality is available automatically for users with DiscoverAI license and no further configuration is required.

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== Reports Enhancement Details ==

<span style="color:#800080;">'''514593 – Introducing the&nbsp;Tagged Attributes Report'''</span>

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<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>

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<br/> <span style="color:#800080;">'''514611 – Introducing the&nbsp;Notifications History Report'''</span>

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== Integration Enhancement Details ==

<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>

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<span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>

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<br/> <span style="color:#800080;">'''701825– Supporting multiple vendors for electronic signature'''</span>

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<span style="color:#800080;">'''751651 – Publishing success/failure notification message on ASB post data sync from Salesforce'''</span>

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<span style="color:#800080;">'''796155 –&nbsp;Enhancements to the data flow between Salesforce/MS CRM and ICI'''</span>

<br/> <span style="color:#800080;">'''674469 – Generating ICI notifications and enhancing Salesforce data sync'''</span>

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<br/> <span style="color:#800080;">'''679797 –&nbsp;Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use'''</span>

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<span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</span>

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== ICI Platform Tools Enhancement Details ==

<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;

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== Business Apps Enhancement Details ==

<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;

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<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;

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<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;

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== Partner Enablement ==

<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;

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== Technical Requirements for Release 7.16 ==

The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments.&nbsp;<br/> The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
<div class="image-green-border">[[File:7.16 RN SS 26.PNG|720px|7.16 RN SS 26.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 27.PNG|720px|7.16 RN SS 27.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 28.PNG|720px|7.16 RN SS 28.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 29.PNG|720px|7.16 RN SS 29.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 30.PNG|720px|7.16 RN SS 30.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 31.PNG|720px|7.16 RN SS 31.PNG]]</div> 
== Known Issues ==

This section includes some issues that we are aware of and plan to resolve at the earliest:
<div class="image-green-border">[[File:7.16 RN SS 32.PNG|720px|7.16 RN SS 32.PNG]]</div> 
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'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|