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−	= ICM Release Notes - Release 7.10 =	+	= ICI Release Notes - Release 8.1 =
−	== Overview of Release 7.10 ==	+	== Release 8.1 New Features ==
−	The 7.10 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.<br/> The key enhancements of this release include:	+	These release notes provide an overview of the enhancements to ICI, the ICI experience for integrations, and so on.
−	*'''Support for Business Applications'''	+	•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Refer to the [[#_Technical_Requirements_8.1|'''Technical Requirements''']] for the release in this document.
−	**Introducing the Obligation Management Application which enables companies to better manage their commitments and realize the full value of their entitlements. Built on the ICM platform, this new app transforms how organizations identify, create, manage and fulfill obligations that were previously hidden in complex contract language, thus optimizing business performance and protecting organizations from reputational, commercial and financial risks.	+
−	*'''Enhancements to the ICM Application'''	+
−	**Adding support for System for Cross-domain Identity Management (SCIM), which is an open standard protocol, for user provisioning, de-provisioning, and exchange of user identity information between identity providers (such as OKTA) and service providers (such as ICM).	+
−	**Supporting compatibility between different instances so that an agreement (Word document) downloaded from one ICM instance can be uploaded to another ICM instance.	+
−	**Adding an inbuilt capability to define arithmetic calculations and logical validations for attributes at the contract type level.	+
−	**Enhancing the ICM dashboard to include an Activity Panel to display all actions performed by the logged-on user for that session.	+
−	**Adding the ApproveAll, RejectAll and ClearAll buttons on the Deviations tab of the agreement Details page making it easier to take actions on multiple deviations of the agreement in one go.	+
−	*'''Enhancements to ICM Add-ins'''	+
−	**Enhancing the Icertis Experience for Word (.JS Word Add-in) to enable users to view the modifications made to the agreement document on publish by comparing it with the previous saved version. These modifications can be viewed on the Content Control Differences window, thus helping the user to make informed decisions before actually creating a new version of agreement. &nbsp;	+
−	**Preventing closure of other Word documents while canceling the creating or managing of templates, or saving templates, using the Word Add in (.Net Version) thus avoiding data loss.	+
−	*'''Enhancements to Artificial Intelligence Applications'''	+
−	**Enhancing the Icertis Experience for Word (Add-in) by supporting discovery of Lookup Cascade, Date, Percentage and User attributes as well as validations for mandatory and invalid attribute values for all the supported data types, eligibility of contract types for AI discovery, etc. in both own and third party type of paper.	+
−	**Providing an inbuilt discovery model to automatically extract and discover the most common attributes and clauses in agreements besides enhancing clause delineation in third party contracts.	+
−	**Adding support for discovery of attributes, clauses, tables and obligations in agreements created using own paper type and tagging the confirmed attributes and clauses back to the original agreement.	+
−	**UI/UX enhancements in the DiscoverAI and ObligationAI apps.	+
−	**Extending table discovery support for PDFs in the DiscoverAI app.	+
−	**Finding clauses or text that are similar but may not be tagged as ICM clauses in agreements, in both third party and own type of paper.	+
−	*'''Enhancements to Reports'''	+
−	**Leveraging historical data and contextual insights on the cycle time required to close agreements for faster and smarter negotiations with Clause and Deviation Insights Reports.	+
−	**Enhancing the Power BI dashboard by providing the ability to display specific user-level data in a tabular format in the Agreement Summary, Deviation Summary and Expiring Agreements sections of the Legal Details tab.	+
−	**Allowing Legal Managers to filter data in charts by the Agreement Status – Executed in all 3 Power BI dashboard tabs - Business Summary, Legal Summary and Legal Details. Legal managers can now also filter data by both Executed and Superseded status in expiring and auto-renewing agreements.	+
−	*'''Improving the Icertis Experience&nbsp;'''	+
−	**Extending support to use template variables for storing data as part of amendments by allowing mapping a list of ICM amendment template variables to Salesforce object attributes, thus avoiding data duplication and redundancy in the process.&nbsp;	+
−	**Enhancing the ICM-Workday adapter to support termination of supplier contracts and creation and updation of amendments for supplier contracts so that the updates made on the ICM side are reflected in Workday, thus saving time and avoiding data duplication.	+
−	**Enhancing the ICM-Workday adapter to support mapping of multi-level array type attributes from Workday to ICM and vice versa.&nbsp;	+
−	These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.	+	•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.1/index.php?title=ICI_Help '''Wiki'''] documentation (also found in your ICI help section) for details on all ICI features and functionalities.
−	== <br/> Icertis Business Applications ==	+	The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:
−	'''494917 – Introducing the ICM Obligation Management Application&nbsp;'''	+	== Icertis Contract Intelligence&nbsp; ==
−	<div>Earlier, contractual obligations or commitments from different business entities in ICM were handled manually and were obviously taking a lot of man-hours to comply with customer commitments and fulfillment. &nbsp;<br/> <br/> With this release, ICM is introducing the Obligation Management Application which enables companies to better manage their commitments and to realize the full value of their entitlements. This helps optimize business performance and protects organizations from reputational, commercial and financial risks. Built on the ICM platform, the new app transforms how organizations identify, create, manage and fulfill obligations that were previously hidden in complex contract language. The app includes powerful rule-based obligation ownership, workflow tools to ensure seamless obligation fulfillment, and sophisticated analytics – all designed to protect your business and maximize the ROI of your relationships. This is achieved by creating an Agreement Contract Type having Obligation as Associated Contract Type at the contract type level.&nbsp;<br/> <br/> The benefits of the Obligation Management App include the ability to:&nbsp;</div>	+
−	*Identify the contractual obligations from different ICM signed contracts	+
−	*Create fulfillments from the identified contractual obligation	+
−	*Review obligations and related fulfillments	+
−	*Inherit contractual obligations from one contract to another	+
−	*Assign appropriate users assigned to your obligation and fulfillments	+
−	*Drive obligation and its related fulfillments to completion, and giving you workflow controls (hold, withdraw, and cancel)	+
−	*Monitor your obligations and its business impact	+
−	== &nbsp;<br/> ICM Application Enhancements ==	+	=== Agreement & Platform&nbsp; ===
−	<br/> '''492738 – Support for System for Cross-domain Identity Management&nbsp;'''<br/> <br/> ICM is now providing support for System for Cross-domain Identity Management (SCIM), which is an open standard protocol to automate the provisioning and deprovisioning of users. This framework allows exchange of user identity and user group information between identity providers (such as OKTA) and service providers (such as ICM – SaaS-based application). As a single system is used to manage permissions and groups, and data is transferred automatically, the risk of error is considerably reduced. This makes user management simpler and easier for customers.&nbsp;<br/> OKTA integrates various applications into its service, and you simply deploy these pre-integrated applications to your users as necessary. For example, OKTA uses the SCIM application to provision users or user groups in ICM. To provision or deprovision ICM users, the OKTA Administrator first needs to create and configure an application which supports the SCIM protocol. &nbsp;<br/> <br/> <span style="color:#FF0000;">Note:</span> ICM only supports SCIM 2.0 version.&nbsp;<br/> &nbsp;<br/> '''490217 – Word document compatibility between different ICM instances'''	+	'''A new collaboration experience with Microsoft Teams'''
−	Previously, ICM customers were facing challenges in sharing the same agreement document uploaded across ICM instances due to compatibility issues between different ICM instances. ICM is now supporting this compatibility between different instances so that a Word document downloaded from one ICM instance can be uploaded to another ICM instance.&nbsp;<br/> ICM now also supports document assembly, data sync (of metadata, clauses, etc.) of the agreement document that are modified in the other ICM instance (non-owner) and uploaded back to the original instance (owner) where it was generated. ICM displays the standard validations alerting the owner of the changes made in the other instance.&nbsp;<br/> <br/> <span style="color:#FF0000;">Note:</span> Reverse sync, clause deviation and document assembly are not supported for the non-owner; only the document version is incremented.&nbsp;<br/> <br/> The ICM Word Add-in (Icertis Experience for Word (.JS version) and .Net version) now support this functionality.	+	ICI now leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation workflow and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement.
−	'''467108 – Support for arithmetic calculation and logical validation &nbsp;'''<br/> <br/> ICM now provides an inbuilt capability to define arithmetic calculations and logical validations for attributes at the contract type level (agreement, contract request, association and masterdata).&nbsp;<br/> This is achieved by Administrators by setting the Enable Expressions flag to On for the selected attribute while configuring the contract type. The Expressions section has the EXPR1, Result Expression, Validate Expression, and Validate Message fields to define calculations and set validations. The arithmetic calculations are supported for attributes of the Number, Currency, Percentage, and Date data type.<br/> <br/> The following types of validations are now supported:	+	The feature includes:
−	*'''Numerical''': Constant, Add, Subtract, Multiply, Divide and Percent	+	*Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.
−	*'''Date''': Date Add (Days), Date Add (Months), Date Add (Years), Date Subtract (Days), Date Subtract (Months), Date Subtract (Years), Date Difference in Days, Date Difference in Months and Date Difference in Years	+	*The latest version of the agreement document is also made available on the teams channel while initiating the collaboration. Participants can review, redline the agreement document in MS teams and publish the edited document back to ICI as a new version.
−	*'''Logical''': Greater Than, Greater Than Equals, Less Than, Less Than Equals, Equals, Not Equals, All and Any	+	*The documents associated with main agreement in ICI can also referenced in MS teams channel
−	Furthermore, the arithmetic calculation will be supported from ICM Word Add-in by reverse sync of the tagged attribute values in Word Add-in (.Net and .JS versions). This is achieved by setting up event based rules in ICM to trigger the automatic calculation.<br/> &nbsp;	+	Feature ID: 1188391
−	'''536020 – Addition of action buttons on the Deviations tab'''	+	'''Negotiate and Update Agreements with the new Outlook Add-in'''
−	In this release, the ApproveAll, RejectAll and ClearAll buttons have been added on the Deviations tab of the agreement Details page to approve, reject or clear the selected deviations respectively.<br/> <br/> This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.<br/>  <br/> '''497288 – Displaying the recent activities of a user on the Activity Panel&nbsp;'''<br/> <br/> With this release, ICM has introduced the Activity Panel tile which helps logged on users to track, create and resume workflow actions at the agreement, association and amendment levels. Previously, users had to manually navigate and refresh the page to check their initiated status.&nbsp;<br/> When creating or sending an agreement for approval, the user will be redirected to either the agreement Index or Details page. This redirection can be accomplished either through a technical configuration or by Role Action mapping. The Activity Panel tile displays all the actions performed by the logged-on user for that session. The Administrator can achieve this by toggling the Show Activity Panel to Yes on the Application Settings tile. The Activity Panel supports localization.<br/> <br/> Using the Activity Panel, the user can:	+	The new Outlook Add-in connects users’ emails with Icertis Contract Intelligence and provides improved collaboration capabilities and ensures information sent on emails is tracked for audit and governance on ICI. In addition, the new add-in provides a better interaction design, in line with the modern ACE user experience released in version 8.0.
−	*Track and create workflow activities such as Create, Create and Publish, Create and Send for Approval, Update, and Update and Publish.	+	The Add-in for Microsoft Outlook Desktop is supported on Windows and Mac OS. Once installed, an '''Icertis Experience for Outlook''' pane is accessible from Outlook. The pane provides access to ICI agreement data, along with success and error messaging for interactions. It can be pinned on the interface for easy access.
−	*Track resume workflow activities such as Approve, Archive, Assemble Contract, Cancel, Cancel Request, Delete, On Hold, Recall, Reject, Revert, Revert On Hold, Send For Approval, Send For Archival, Send For External Signature, Send For, Internal Signature, Send For Review, Supersede, and Terminate.	+
−	*View activities that are either in the Completed or In Progress states. The completed activities are visible in the Activity Panel as long as the user remains active on the Activity Panel.	+
−	*Take action on the validation message that will be displayed when tracking or creating any of the above mentioned workflow activities which result in opening of the Activity Panel. &nbsp; &nbsp;	+
−	== <br/> Enhancements to ICM Add-ins&nbsp; ==	+	With the Outlook Add-in improvements, users can now do the following:
−	<br/> '''487093 – Ability to view the modified agreement summary on publish using Icertis Experience for Word (.JS version)&nbsp;'''<br/> <br/> With this release, Icertis Experience for Word (.JS Word Add-in) provides capability for the user to view the modifications made to the agreement document by comparing it with the previous saved version. The user is notified about the changes made to the tagged attributes, tagged clauses, template variables and associations (tagged as a table) of the current agreement document version on clicking the Publish button. The modifications can be viewed on the Content Control Differences window, thus helping the user to make informed decisions before actually creating a new version of agreement. &nbsp;<br/> &nbsp;<br/> &nbsp;	+	*Add attached documents in emails as associations or a new agreement version in ICI.
		+	*Preview Agreement and Association documents from the Outlook Add-in.
		+	*Drag-and-drop single or multiple emails as associations.
		+	*Replace existing associated document with a new email or email attachment.
		+	*Access agreements and associated documents from the Outlook plugin and email them attachments to reviewers or approvers any stakeholders.
		+	*New incoming messages for email threads marked as associated documents are automatically added as new associated documents.&nbsp;
−	<br/> '''500813 – Preventing closure of documents while working with Word Add in (.Net version)'''<br/> <br/> Previously, while performing tasks such as canceling the Create Template or Manage Template actions, or saving a template, using the Word Add-in (.Net version), would close all other Word documents that were also open.&nbsp;<br/> With this release, this user experience has been improved so that only the document where the action has been initiated closes, thus preventing closure of other documents and hence any loss of data.	+	Feature IDs: 1137119, 1137121
−	== Enhancements to Artificial Intelligence Applications in ICM ==	+	'''Quick & Easy Agreement Creation'''
−	<br/> '''488906 – Enhancements in NegotiateAI app&nbsp;'''<br/> <br/> The NegotiateAI app helps users identify and discover attributes and clauses in third party documents when opened using Icertis Experience for Word (.JS Add-in).&nbsp;<br/> <br/> Previously, the discovery of only String, Number, Boolean, Text Area, Currency, Choice and Email attribute data types were supported. ICM now also supports the discovery of Lookup Cascade, Date, Percentage and User attribute data types, as well as validations for mandatory and invalid attribute values for all the supported data types, eligibility of contract types for AI discovery, etc.<br/> <br/> <span style="color:#FF0000;">Note:</span> NegotiateAI now supports both own and third party type of paper.<br/> &nbsp;<br/> <span style="color:#FF0000;">Note:&nbsp;</span>	+	Agreement Contract Types now come with a Quick Creation option. For all agreements using this option, users can fill all the necessary information on a single page and publish the contract or send it for approval immediately.
−	*For choice and lookup attributes, if the discovered values are not the same as the options available in the drop-down, you will need to explicitly select these values. The selected values are automatically updated and tagged in the agreement document.&nbsp;	+	Feature ID: 1183356
−	*NegotiateAI supports the following versions:	+
−	**Microsoft Office 2016 Desktop for Windows (versions higher than build 16.0.4390.1000 (64-bit))	+
−	**Microsoft Office on Windows (connected to Office 365 version): Version 1602 (Build 6741.0000) or later	+
−	'''465878 – Inbuilt discovery of attributes and clauses'''<br/> <br/> Previously, discovering attributes and clauses in agreement documents of customers was time consuming as it required retraining of the algorithms from scratch, causing delay in deployment of services.<br/> <br/> Now, ICM has an inbuilt discovery model that helps to automatically extract and discover the most common attributes and clauses in agreements besides enhancing clause delineation in third party contracts. This facilitates the prediction of accurate clause categories and capturing the right metadata within clauses. This improves contract turnaround time and quality of results, thus leading to improved user experience.<br/> <br/> The inbuilt discovery model supports the discovery of the following predefined attributes and clauses in any MSA, NDA and SOW third party paper contract types:	+	'''More Quick Action Options'''
−	*'''Attributes''': Party Name, Party Address, Effective Date, Expiry Date, Contract Value, Contract Duration, Renewal, EverGreen, PaymentTerms, Jurisdiction, Governing Law and Notice Period For Termination&nbsp;	+	The Quick Actions widget “What would you like to do” has been enhanced to provide multiple actions/links with one quick action line item. For example, “Create MSA” quick action now provides multiple links catering to “Own” and “Third Party” paper selections, as displayed in the image below.
		+	<div class="image-green-border">[[File:RN 8.1 1.png|520px|RN 8.1 1.png]]</div>
		+	Feature ID: 1183310
−	<span style="color:#FF0000;">Note:</span> The Contract Value attribute supports the following currencies - USD, CAD, EUR, INR and CAN	+	'''External Emails Split to Ensure Compliance&nbsp;'''
−	*'''Clauses''': Amendment, Assignment, Audit, Confidential Information, Conflicts, Counterparts, Definitions, Dispute Resolution, Entire Agreement, Force Majeure, Governing Law, Indemnification, Insurance, Intellectual Property Rights, Limitation Of Liability, Non-Compete, Non-Solicitation, Notices, Payment Terms, Penalties/Remedies, Personnel, Preamble, Publicity, Relationship Of Parties, Representations, Warranties and Compliances, Severability, Signature, Survival, Taxes, Term, Termination and Waiver	+	Contracts sent for review or approval by email to other parties, legal consultants and users not within ICI are now split in two parts. A URL and passcode can be shared with the users and the review can be done completely online. No need of downloading and attaching documents and tracking versions offline. The process is quick, secure and easy to audit.<br/> Two emails are sent, One email is sent containing the agreement URL and the other with the passcode to access the URL. This method could be used for requesting reviews, reviews and approval.<br/> <br/> Users can also resend the notification to external users whose reviews are pending, with the help of the “Resend Passcode Notification” button.<br/> <br/> To enable this feature, the implementation team needs to configure it explicitly.&nbsp;<br/> <br/> Feature ID: 1216716&nbsp;
−	<br/> '''465886 – Support for own paper in DiscoverAI, ObligationAI, NegotiateAI apps'''<br/> <br/> ICM already leverages the DiscoverAI app to discover attributes, clauses, tables and obligations in agreements created using third party paper type.&nbsp;<br/> <br/> Now, ICM has extended the support to discover attributes, clauses, tables and obligations in agreements created using own paper type, and tagging the attributes and clauses to the original agreement document. This helps convert unstructured documents into structured agreements, making it easier to manage them as well as increase compliance.<br/> <br/> <span style="color:#FF0000;">Note:</span>&nbsp;	+	'''Deviation management for text and tables outside content control'''
−	*Tagging is supported only in Word documents.	+	If changes are made to the plain text in agreements or tables in associations of an agreement document (text which is not a clause or attribute), a deviation can now be triggered to help Legal teams exercise greater content control. The changes are highlighted and the deviations will flow through an approval process.<br/> <br/> Feature ID: 1183384&nbsp;
−	*The attributes and clauses that have been confirmed in ICM (even on the Web UI) are tagged back in the agreement document.	+
−	In addition, the following enhancements have been made in the Icertis Experience for Word (.JS Add-in):	+	'''Support for Microsoft Powerpoint documents'''
−	*The user can only see the Contract Types with the Clause Discovery Type attribute.&nbsp;	+	ICI now supports Microsoft Powerpoint file formats (files with .ppt and .pptx extension) as third-party paper agreement file formats. In addition to PDF and DOCX file formats, users can now create and negotiate contracts using PPT and PPTX files.
−	*When the user initiates the discovery process, the system triggers the discovery of non-tagged attribute and clauses for both – own and third party type of paper. Attributes and clauses that are already tagged in ICM are ignored in the discovery process.&nbsp;	+
−	*If the version of the agreement opened in NegotiateAI is different than the latest version available in ICM, the NegotiateAI Add-in prompts the user to download and open the latest version.	+
−	<span style="color:#FF0000;">Note:</span>&nbsp;	+	Feature ID: 1183367
−	*The automatic download and opening of the latest agreement version is supported only in Microsoft Office 365 Word version. An error message is displayed if the Office Desktop version is used.&nbsp;	+	'''Online Editing Of Own Paper'''
−	*NegotiateAI supports the following versions:	+
−	**MS Office 2016 Desktop for Windows (versions higher than build 16.0.4390.1000 (64-bit))	+
−	**MS Office on Windows (connected to Office 365 version): version 1602 (Build 6741.0000) or later <br/> &nbsp;	+
−	'''465891 – UI/UX enhancements to DiscoverAI and ObligationAI apps'''<br/> <br/> The following enhancements have been made in the DiscoverAI and ObligationAI apps to improve their usability as well as provide users an easier and more intuitive navigation experience.	+	In this release, ICI is enhancing its existing online editing feature &nbsp;by supporting online editing of own paper documents. using Microsoft WOPI.We have improved the experience for editing agreements with Microsoft Online applications In this release.
−	*A progress indicator has been provided to display the progress of the discovery process in percentage for Attributes, Clauses, Tables and Obligations.	+	The following improvements can be observed:
−	*All AI Discovery entities have been grouped under the AI Discovery tab in the sequence - Attributes, Clauses, Tables and Obligations, making it easier for users to navigate across the entities.	+
−	*An icon to view the potential matching values has been placed next to the discovered attribute values.	+
−	*Filters have been added to refine clause and obligation search based on Action Status, Clause categories and Confidence.	+
−	*The level of confidence associated with discovered attributes, clauses and obligations is depicted using different color indicators - High (green), Medium (orange) and Low (pink) confidence. All discovered clauses and obligations have the Review link next to them until the user clicks it to take an action. In addition, clauses with obligations have the &nbsp; &nbsp; &nbsp; icon next to them. You can click the icon to view the obligations.	+
−	*Clicking the Review link on the Discovered Clauses section opens the Library clause comparison with discovered clause window. You can take actions such as Confirm, Confirm with Deviation, Ignore or Review Later on the clauses.	+
−	*Similarly, clicking the Review link on the Discovered Obligations section opens the Library Obligation comparison with discovered Obligation window. You can take actions such as Confirm, Ignore or Review Later on the obligations.	+
−	<br/> '''465887 – Table discovery support for PDFs in DiscoverAI app'''<br/> <br/> ICM already supports table discovery in agreements in the .docx format. Now, table discovery is also possible in agreements in the .pdf format.<br/> Automatically recognizing the table data eliminates the manual process of having to review third party PDF agreements and identify tables in them.<br/> &nbsp;<br/> The table discovery in PDF agreements works well with:	+	*Documents with editable content control can be edited and and values are is synced seamlessly.
		+	*The track changes option will now track all the changes made by the users in reviewing mode, creating a redlined version of the document.
		+	*The empty content control will be displayed as blank instead of “obj”.
		+	*The content controls within tables can now be edited with associations tagged as tables and saved searches.Content controls within tables will now be editable.&nbsp;
−	*Tables with well-defined borders in text PDFs and high-quality scanned PDFs	+	Feature ID: 1287270&nbsp;
−	*Tables that may be slightly skewed or tilted	+
−	*Table cells with light-colored backgrounds	+
−	The table discovery in PDF agreements may not work well with:	+	'''Support for Inheritance of Bulk Associations&nbsp;'''
−	*Tables in low-quality scanned PDFs and those without borders	+	In addition to attributes and associations, now bulk associations contract types (BACT) and their extension attributes can now be inherited from parent to child agreements.&nbsp;
−	*Tables without well-defined borders or characters overlapping the table border, etc., due to certain OCR limitations	+
−	*Certain non-table elements, such as flowcharts and diagrams	+
−	*Tables with merged columns and rows	+
−	*Nested tables, which may be discovered as multiple tables	+
−	'''465890 – Support for finding non-tagged clauses in agreements in the NegotiateAI app'''<br/> <br/> ICM already supports identifying similar clauses (tagged) in executed agreements, which makes it easier for negotiators to quickly identify such clauses for faster and better decision making. In third party or legacy agreements, clauses are not tagged. Thus, these clauses do not appear in the clause similarity results and users may miss important insights in such agreements.&nbsp;<br/> <br/> Now, we have enhanced Similar Clause Discovery functionality to find similar clauses or text which may not be tagged as ICM clauses in agreements, in both third party and own type of paper.	+	The agreements with BACT associations will get inherited asynchronously along with all extension attributes of all the associations. The bulk associations will also work as they do in parent agreements.
−	== <br/> Enhancements to Reports ==	+	Feature ID: 1278205&nbsp;
−	<br/> '''488905 – Introducing the Clause and Deviation Insight Reports in Advanced Analytics, and DiscoverAI and NegotiateAI apps'''<br/> <br/> Negotiators are more likely to depend on their domain knowledge and expertise when reviewing agreements. However, this knowledge is not transferrable as it is solely based on their experience. As a result of this, new negotiators reviewing similar agreements may not negotiate optimally because of the lack of historical data or expertise, often causing delay in approvals.<br/> <br/> Now, the availability of essential insights and trends such as cycle times, deviations and other metrics help predict the outcome of the negotiation, like the clauses that are likely to be approved quickly and the ones that may require more negotiation. Negotiators are able to leverage historical data and contextual insights on the cycle time required to close agreements for faster and smarter negotiations. This helps them make timely, informed decisions.&nbsp;<br/> <br/> <span style="color:#FF0000;">Note:</span> The accessibility to the Clause and Deviation Insights Reports are available through a technical configuration and user accessibility to Advanced Analytics as well as DiscoverAI and NegotiateAI apps.	+	'''Enhancement to Download all Agreement & Associated Documents in one click''' &nbsp;
−	'''460568 – Enhancement to the Power BI Dashboard'''<br/> <br/> To improve advanced analytics capabilities, this release offers the following enhancements to the Power BI dashboard:	+	With this release, we have expanded on the Download all capability which allowed users can to download the agreement and itsall associated documents in one click saving much time and effort.&nbsp;
−	*'''Display specific user-level data in the Legal Details tab''': Previously, reports in the Legal Details tab did not provide specific user-level information for legal mangers to follow up and take necessary actions. Now, they will be able to view specific user-level data in a tabular format in the Agreement Summary, Deviation Summary and Expiring Agreements sections, and act on the insights gained from the reports. For example, legal managers can now:	+	This functionality was earlier available when the signature type for the agreement was set to manual, it is now available for electronic and hybrid signature types as well.
−	**View the data of users and the cycle time for agreement approvals when the status of the agreement is Waiting for Approval, Waiting for External Signature or Waiting for Internal Signature. This will enable them to reach out to users and evaluate the reasons of agreement iterations, number of days in status and take measures to minimize the agreement cycle time.	+
−	**Get a quick view of the list of deviated clauses in agreements along with the total deviations and users that initiated the deviation. This will enable them to reach out to respective users and understand the context of the deviations.	+
−	**View the names of all owners for agreements expiring in the next 30 days or are set to auto-renew in the next 30 days so that appropriate actions can be taken.	+
−	*'''Filter data by Agreement Status''': Legal managers can now filter the data in the Power BI dashboard by the Agreement Status – Executed, and display data only for agreements that match the filter criteria. This makes data analysis easier because only the data that meets the specified criteria is displayed while the others are hidden, thereby helping them make informed business decisions. However, for expiring and auto-renewing agreements, legal managers can filter the data in charts by both - Executed and Superseded states.	+
−	Even though the filter changes apply to all the 3 Power BI dashboard tabs - Business Summary, Legal Summary and Legal Details, it is restricted to the following charts:&nbsp;	+	Additionally, the “Download All” button will now be visible to users based on the role action mapping in superseded state as well.&nbsp;
−	== Integrations ==	+	Feature ID: 980342&nbsp;
−	<br/> '''467171 – Mapping between template variables for amendments and SFDC fields&nbsp;'''<br/> <br/> The ICM-Salesforce adapter already supports the use of variables defined at the template level to store data as part of the agreement and sync it with Salesforce, thus avoiding data duplication and redundancy in the process.<br/> <br/> With this release, ICM has extended support to use template variables for storing data as part of amendments by allowing mapping of a list of ICM amendment template variables to Salesforce object attributes.<br/> <br/> The following integrations are supported:	+	'''Platform changes to enhance UX for Business Applications'''
−	*'''Forward Integration''': Pre-populates the values in ICM template variables for amendments initiated through Salesforce	+	To improve findability and relevance of information pertaining to a particular business application, some configuration changes are now available in the platform. These changes significantly improve the search and usability experience when working with Agreements, Associations or any Business Application.
−	*'''Forward Data Sync''': Automatically synchronizes object (Opportunity/Accounts) attribute values updated in Salesforce with template variables in ICM	+
−	*'''Reverse Data Sync''': Automatically synchronizes template variable values updated in ICM with Salesforce object attributes	+
−	'''381768 – ICM-Workday adapter support for amendments and supplier contract termination &nbsp;&nbsp;'''<br/> <br/> Previously, the ICM-Workday integration supported only creation of Supplier contract agreements.&nbsp;<br/> <br/> With this release, the ICM-Workday adapter has been enhanced to support:	+	The following configurations are now supported:
−	*Termination of supplier contracts	+	*Business Applications have dedicated index pages, where users can search for the information pertaining to the specific business application.
−	*Creation and updation of amendments for supplier contracts	+	*Agreements and Associations index pages do not show information from Business Applications.
		+	*On the Advanced Search page, users have a choice to search for information from Agreements or specific business applications.
		+	*Left navigation of a business application entity page can be configured to show the relevant links.
		+	*Results for global search are categorized by the business application name if they are not Agreements or Associations.
		+	*When creating a Contract Type, seeded attributes only relevant to the Business Application Type and Category can be seededwill be selected.
−	These enhancements save time and avoid data duplication, as the updates made on the ICM side are reflected in Workday.	+	Feature ID: 1183274&nbsp;
−	<br/> '''404676 – ICM-Workday Adapter support for mapping of multi-level array type attributes'''<br/> <br/> Workday has many multi-level array type attributes; however, the previous ICM-Workday adapter supported mapping of only single level attributes with ICM.&nbsp;<br/> <br/> Now, the ICM-Workday adapter extends support to allow mapping of multi-level array type attributes from Workday to ICM and vice versa.&nbsp;<br/> <br/> Administrators can now:	+	=== Self-Service ===
−	*Map multi-level array attributes from Workday to ICM, such as multi-line addresses (for example, address line 1, address line 2, zip code, city, etc.) for a specific address type (for example, business address, correspondence address, etc.), and spend categories (for example, printing, supplies and consumables, services, etc.), so that it synchronizes with ICM Supplier Masterdata.	+	'''Introduction of a Technical Admin user to access the System Configuration on Self Service Portal'''
−	*Add or select multi-level attributes such as spend category, department, work tags and cost center data as part of supplier contract types and associated documents, so that when an agreement is created or updated in ICM, it automatically synchronizes with Workday.	+
−	<span style="color:#FF0000;">Note: </span>The multi-level array type attributes are supported only for supplier contracts.<br/>	+	With the risk of inaccuracies in technical configurations, given their critical importance, such configurations have been, till now, hosted outside the confines of ICI, where ICI admin users, who have azure subscriptions to an instance, authored the process.
−	== Technical Requirements for Release 7.10 ==	+	Therefore, the capability of admin users within ICI were being limited and the scope of technical configurations had to be expanded.
−	<br/> The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below:<br/> &nbsp;	+	Now, a solution has been devised with this feature, as enunciated in the following:
		+	*Technical Administrators can now be configured/added for performing required technical configurations in the System Configuration Portal, using the new “Technical Roles” field while adding, provisioning or editing a user.
		+
		+	'''Note:''' The user has to be Internal in order to be authorized with “Technical Roles”, and selecting an external user will automatically discount the Technical Roles feature.
		+
		+	*The portal has been upgraded for Technical Admin users, with enhancements to the Landing page, header, menu options, along with a static welcome message.
		+	*Appropriate messaging and communication will be provided for any negative scenarios, wherein the Technical Admin User faces any challenge accessing or configuring.
		+	*When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal.&nbsp;
		+
		+	'''Note:''' Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.
		+
		+	*The ICI Admin can either create a new Security group, as required, or use an existing security group.&nbsp;
		+	*The authorization of technical admin users will depend on Security Groups Privilege to the “Self Service” privilege entity, and on roles assigned to specific users.
		+	*The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab.
		+	*The “Manage” access option can be selected to grant access to the System Configuration Portal for technical admin users.
		+
		+	'''Note:''' The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).
		+
		+	Feature ID: 1210894
		+
		+	'''Building the Config Key Update utility as part of the System Configuration on Self Service Portal'''
		+
		+	Today, in ICI – There are close to 800 configuration keys in the system. These keys are managed via the ICM Tools which is hosted outside of ICI. With this initiative, we have started the migration these Keys incrementally to be part of the System Configuration – Self Service Portal.&nbsp;
		+
		+	The scope for this release is to migrate 10 keys into the utility. The access to this utility is driven by the Technical Admin role as explained in the previous section.&nbsp;
		+
		+	Once the user successfully enters the ‘System Configuration – Self Service’ portal with the correct security groups and technical admin role, they will be able to see the ‘Config Key Updates’ entry point at the top of the screen
		+	<div class="image-green-border">[[File:RN 8.1 2.png|720px|RN 8.1 2.png]]</div>
		+	On clicking the Config Key Updates menu, the user will be able to see the utility where the defined 10 keys will be loaded on the screen, along with their existing values.
		+	<div class="image-green-border">[[File:RN 8.1 3.png|720px|RN 8.1 3.png]]</div>
	&nbsp;		&nbsp;
		+	The user will be able to view each key loaded into a card. The card will contain the name of the key along with it’s value.&nbsp;
		+
		+	The user will be able to see a dedication section to the right of the page for viewing help information
		+
		+	The user will be able to click on the ‘3-dot’ option on each card to edit the value of the key
		+	<div class="image-green-border">[[File:RN 8.1 4.png|720px|RN 8.1 4.png]]</div>
	&nbsp;		&nbsp;
		+
		+	On clicking the Edit option, the key information will be loaded in the right drawer panel. Here the user can edit the key value and Save using the button at the bottom of the drawer
		+	&nbsp;
		+	<div class="image-green-border">[[File:RN 8.1 5.png|720px|RN 8.1 5.png]]</div>
	&nbsp;		&nbsp;
		+
		+	The user can edit one or more keys using the ‘3-dot’ option on each card. Once the user has finished editing all the keys, they need to click on the ‘PUSH CHANGES TO ICI’ button at the top of the grid. This will internally update the keys with the edited values in ICI for the changes to take effect
	&nbsp;		&nbsp;
		+	<div class="image-green-border">[[File:RN 8.1 6.png|720px|RN 8.1 6.png]]</div>
		+	Feature ID: 1180864
		+	=== Administration & Configuration&nbsp; ===
		+
		+	'''Quick Configuration with ICI Import Solution'''
		+
		+	The ICI Import Solution is an automated solution for configuring ICI entities. It simplifies the initial configuration process and reduces the time and complexities involved in the process.
		+
		+	Using the Import Solution tool, ICI users can now:
		+
		+	*Import configurations from a source ICI instance to a target ICI Instance with no pre-existing configuration data.
		+	*Import configurations between different versions of ICI.
		+
		+	'''Note:''' Support will be provided for up to 2 releases preceding the target ICI version.
		+
		+	*Register and publish preconfigured import solutions.
		+	*Import the following information:
		+	*Contract Types
		+	*Templates
		+	*Clauses
		+	*Rules
		+	*Notifications
		+	*Masterdata Instances
		+	*Seeded Masterdata entity instances
		+	*Users & User Groups
		+	*Security Groups
		+
		+	Feature ID: 1262996&nbsp;
		+
		+	'''Contract Types can now be locked for editing&nbsp;'''
		+
		+	Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.
		+
		+	Product enhancements include:
		+
		+	*A Lock/Unlock button on the contract type page.&nbsp;
		+	*Auto system lock when users start edit a contract type without locking it.&nbsp;
		+	*Messaging providing information on who is editing the contract type.&nbsp;
		+	*System locks get released when contract types are saved.
		+
		+	Feature ID: 1212463&nbsp;
		+
		+	'''Enhancements to Legacy Upload Tool'''
		+
		+	The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.
		+
		+	*Records bypass workflow states directly to the desired state.&nbsp;
		+	*Users can schedule upload in batches within guardrails to improve system resource allocation.&nbsp;
		+	*Specific range of records from the UI can now be uploaded.
		+	*Infra and Elastic Search health check can be run before executing the scheduled batches.
		+	*On demand batch scheduling based on the user provided schedule.&nbsp;
		+	*Supporting legacy entity created with large files 100MB+.
		+
		+	Feature ID: 1069763
		+
		+	'''Unique clause and template code for every environment'''
		+
		+	Users can now customize their clause and template codes for different instances. If unique codes are used, it reduces errors when migrating data from one instance to another. It also simplifies searching of clauses and templates.
		+
		+	Feature ID: 938126
		+
		+	'''Template and Clause creation options in Microsoft Word'''
		+
		+	The Create Template and Create Clause options in the Icertis Experience for Word are only displayed to users with access to these features. Earlier an error message was displayed to users without access and resulted in an unsatisfactory experience.
		+
		+	Feature ID: 1187041
		+
		+	'''Show or Hide confirmation messages in Microsoft Word&nbsp;'''
		+
		+	Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.
		+
		+	Feature ID: 1187044
		+
		+	=== Technology Updates ===
		+
		+	'''ServiceBus upgraded to Azure.Messaging.ServiceBus'''
		+
		+	“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”. &nbsp;<br/> <br/> This is a Microsoft recommended upgrade and provides the following improvements:
		+
		+	*Up-to-date, streamlined Azure.
		+	*More accurate messaging without any anomaly or junk data in the message characters.
		+
		+	<br/> Feature ID: 940871
		+
		+	'''Authentication Library and Graph API update'''
		+
		+	Microsoft has announced* deprecation of the Azure Active Directory (Azure AD) Authentication Library (ADAL) and Azure AD Graph API libraries and recommends using Microsoft Authentication Library (MSAL) and Microsoft Graph API.
		+
		+	We have updated Microsoft Graph, Identity and Key Vault packages to include stability and security fixes from Microsoft. The migration from ADAL and Azure AD Graph API to MSAL and Microsoft Graph API will ensure continuing support for the following areas:
		+
		+	*User Provisioning&nbsp;
		+	*Bulk Action&nbsp;
		+	*Integration - SFDC, GIF (Generic Integration Framework), MSCRM &nbsp;
		+	*Reporting&nbsp;
		+	*Key Vault&nbsp;
		+
		+	Refer to the following link for Microsoft’s circular: [https://techcommunity.microsoft.com/t5/azure-active-directory-identity/update-your-applications-to-use-microsoft-authentication-library/ba-p/1257363 Update your applications to use Microsoft Authentication Library and Microsoft Graph API - Microsoft Tech Community].
		+
		+	Feature ID: 1276938
		+
		+	=== API Enhancements ===
		+
		+	In this release we focused on providing API 2.0 versions of most of our APIs with a goal to improve the performance and overall usability.
		+
		+	Following APIs are upgraded to API 2.0 versions in this release:
		+
		+	[[File:RN 8.1 7.PNG|720px|RN 8.1 7.PNG]]
		+
		+	[[File:RN 8.1 8.PNG|720px|RN 8.1 8.PNG]]
		+
		+	[[File:RN 8.1 9.PNG|720px|RN 8.1 9.PNG]]
		+
		+	[[File:RN 8.1 10.PNG|720px|RN 8.1 10.PNG]]
		+
		+	[[File:RN 8.1 11.PNG|720px|RN 8.1 11.PNG]]<br/> [[File:RN 8.1 12.PNG|720px|RN 8.1 12.PNG]]
		+
		+	[[File:RN 8.1 13.PNG|720px|RN 8.1 13.PNG]]<br/> <br/> [[File:RN 8.1 14.PNG|720px|RN 8.1 14.PNG]]
		+
		+	[[File:RN 8.1 15.PNG|720px|RN 8.1 15.PNG]]
		+
		+	[[File:RN 8.1 16.PNG|720px|RN 8.1 16.PNG]]
		+
		+	[[File:RN 8.1 17.PNG|720px|RN 8.1 17.PNG]]
		+
		+	[[File:RN 8.1 18.PNG|720px|RN 8.1 18.PNG]]
		+
		+	[[File:RN 8.1 19.PNG|720px|RN 8.1 19.PNG]]
		+
		+	[[File:RN 8.1 20.PNG|720px|RN 8.1 20.PNG]]
		+
		+	[[File:RN 8.1 21.PNG|720px|RN 8.1 21.PNG]]
		+
		+	[[File:RN 8.1 22.PNG|720px|RN 8.1 22.PNG]]
		+
		+	[[File:RN 8.1 23.PNG|720px|RN 8.1 23.PNG]]
		+
		+	[[File:RN 8.1 24.PNG|720px|RN 8.1 24.PNG]]
		+
		+	[[File:RN 8.1 25.PNG|720px|RN 8.1 25.PNG]]
		+
		+	[[File:RN 8.1 26.PNG|720px|RN 8.1 26.PNG]]
		+
		+	[[File:RN 8.1 27.PNG|720px|RN 8.1 27.PNG]]
		+
		+	[[File:RN 8.1 28.PNG|720px|RN 8.1 28.PNG]]
		+
		+	'''API Deprecations'''
		+
		+	Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.
		+
		+	However, no existing API endpoints have been deprecated in the 8.1 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.
		+
		+	=== Mobile App Update&nbsp; ===
		+
		+	'''Improved Security on Mobile Devices with SafetyNet Attestation API'''
		+
		+	With this release, ICI is implementing SafetyNet Attestation API for Android mobile application to restrict users from accessing the application through rooted/vulnerable device, to avoid breaching of the IT and cyber security policy.
		+
		+	'''Note: '''The SafetyNet Attestation API is supported Android version 8.0 onwards.
		+
		+	Feature ID: 1095223
		+
		+	== AI Applications&nbsp; ==
		+
		+	Usually, the implementation team spends a lot of time analyzing and training the AI model for the discovery of the new attributes. With this release, ICI is extending the number of pre-trained attributes so that the AI apps implementation project can be expedited. ICI previously had added 23 out-of-the-box attributes and introducing 15 additional attributes in this release, making it a total of 38 new attributes as a part pre-trained model. Customers can now start using attributes from pre-trained model with no or very little retraining.
		+
		+	The additional attributes are:
		+
		+	*Acceptance Completion Period
		+	*Breach Cure Period
		+	*Confidentiality Survival Period
		+	*Force Majeure Period
		+	*Interest Percentage on Payment Delay
		+	*Liquidated Damages Cap
		+	*Policy changes notice period
		+	*Records Retention Period
		+	*Renewal notice period
		+	*Signatory Name
		+	*Signatory Title
		+	*Signature Date
		+	*Termination for cause notice period
		+	*Termination for convenience notice period
		+	*Warranty Claim Period
		+
		+	Feature ID: 1187824
		+
		+	=== Enhancing the scope of DiscoverAI app& Negotiate AI differentiation ===
		+
		+	Discover AI helps users to identify attributes and clauses in browser and save them in the system.
		+
		+	With this release, scope of DiscoverAI has been enhanced to include the discovery of attributes and clauses within Microsoft word also using Icertis Experience for Word plugin.&nbsp;
		+
		+	*The following actions/functionalities will be available under the Discover AI license in Icertis experience for Word:&nbsp;
		+	*Discovery of attributes and clauses.&nbsp;
		+	*Confirm, Confirm with Deviation, Ignore, Compare and Replace the clauses based on discovered clauses data.&nbsp;
		+	*Select the Matched Clause from the library.&nbsp;
		+
		+	Feature ID: 1284012
		+
		+	== Reports Enhancements ==
		+
		+	=== Data for agreements awaiting signature in reports ===
		+
		+	Out-of-the-box ICI reports will now display details for the business status “Waiting for Signature”, in addition to existing statuses. This update to the reporting logic resolves an existing gap in the reports data.
		+
		+	This enhancement applies to the following reports:
		+
		+	[[File:RN 8.1 29.PNG|520px|RN 8.1 29.PNG]]
		+
		+	Feature ID: 1071182
		+
		+	=== Custom reporting views using JSON&nbsp; ===
		+
		+	Developers can now create new custom reports views using Stored Procedures (SP) and JSON files. This feature gives flexibility to organizations to easily develop new reports relevant to their business requirements.
		+
		+	An Import SP is now available that takes JSON files as input. The JSON file used for input is where developers can define the new view. New reporting views are automatically created on running the Import SP.
		+
		+	An Export SP is also provided, which can be used to download&nbsp;a JSON file which contains the structure of an existing view in the database, to use as a template to create a new views.
		+
		+	Feature ID: 1208472
		+
		+	=== Dataset and seeded dashboard for Proposal Management application ===
		+
		+	A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.&nbsp;&nbsp;
		+
		+	PM App Power BI report will have clickable links to ICI entity details page for Proposal Management Entities such as, Sell Side RFx, RFx Qualification, and Bid Proposal.
		+
		+	Feature ID: 1232650
		+
		+	=== Attribute Information Report Enhancements ===
		+
		+	The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.
		+
		+	*Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute
		+
		+	Feature ID: 1158976
		+
		+	=== Edit SSRS Reports without customization ===
		+
		+	Icertis and partner developers can now edit the SQL Server Reporting Services (SSRS) reports eliminating the need to create additional customized reports even for small changes. Users can now make the following edits to SSRS reports:
		+
		+	*Add or remove columns in an existing report.
		+	*Modify column’s position, name, or default values.
		+	*Modify sorting order of the results.
		+	*Apply query level filters.
		+	*Apply security group access as standard reports.
		+	*Create copy of existing report and modify it.
		+	*Use a new framework, which has a JSON-based interface.
		+	*Create new or modify custom reports.
		+
		+	Feature ID: 744814
		+
		+	=== Report-based edit access for Power BI reports ===
		+
		+	Manage access for Power BI reports can now be provided at a report level to ensure that edit access is only given to the necessary users within the organization.<br/> This feature works does not impact “Advanced Analytics” access.<br/> <br/> Feature ID: 1070905
		+
		+	=== Maintainance and storage optimization with a Common Data Model for Clause-based reports ===
		+
		+	PlatformClause - a common data model for clause related information can now be used to create clause-based reports such as Clause Profiling Report, Clause Pending Approval Report and more. This helps optimize storage capacity and reduces the development and maintenance effort siginificantly.&nbsp;<br/> <br/> Feature ID: 1083685
		+
		+	=== SSRS Reports now available with Power BI ===
		+
		+	Power BI reports are faster, more scalable, richer in features, customization-friendly, sport a modern UI and overall a better experience. To leverage its advantages, the following SSRS reports are now made available in Power BI:
		+
		+	*Clause Summary Report
		+	*Tagged Attribute Report
		+	*Agreement Clause Content Report – A widget that displays the clauses with the most deviations is also added in this release.&nbsp;
		+
		+	Feature IDs: 1214787, 1214720, 1223598<br/> &nbsp;
		+
		+	== Salesforce Integration&nbsp; ==
		+
		+	=== &nbsp;Activity Object and Trigger Simplification in Salesforce Adapter ===
		+
		+	The following enhancements are made to the SFDC Manage package Adapter:
		+
		+	*Triggers for Accounts and Opportunity objects have been removed from the Managed package to avoid unnecessary update-related issues. Users can get more flexibility and control over them when they use the auto contract creation feature. Note: This is applicable to both fresh installs as well as updates on existing packages.
		+	*Previously, 6 custom fields were needed on the Salesforce activity object to sync ICI tasks with Salesforce, and now, the dependency on these fields have been reduced with only 2 custom fields required for the sync.
		+	*For customers who didn’t need the ICI task sync feature and were unable to remove the custom fields with the limit of 100 fields on the Activity object, now, these fields have been removed from our managed package to provide more flexibility.
		+
		+	'''Note:''' Guideline documentation and support by ICI implementation/upgrade team will be duly provided, for creation of desired fields during new installs as well as release upgrades, or deletion of fields during upgrade scenarios.
		+
		+	Feature ID: 1066353
		+
		+	=== User Experience for Salesforce Revamped ===
		+
		+	Using ICI within Salesforce is now a more seamless experience as we have made significant improvements to preserve the native Salesforce UI interactions, which users are familiar with, without compromising the ICI functionality.
		+
		+	These are the enhancements that have been introduced:
		+
		+	*&nbsp;Native Salesforce components are now used along with the ICI iframe.
		+	*Sub-tabs moved from ICI to Salesforce native tabs, for example: Agreements, Requests and Agreement Reports.
		+	*Agreement and Request Details pages are now displayed in native Salesforce UI.
		+	*On the Details page certain actions (example - Reset Expiry) and sub-tabs (example – Associations) are now native Salesforce components.
		+
		+	'''Note:''' The implementation team will provide a list of native and i-frame components.
		+
		+	Feature ID: 1186642
		+
		+	== eSign Integration&nbsp; ==
		+
		+	=== Integration Support for DocuSign using JWT authentication ===
		+
		+	The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.
		+
		+	The product has now been upgraded to support an enhanced authentication using JSON Web Token (JWT), along with the existing basic authentication support. This enhancement has also enabled JWT support for “Multisign” as well as “Single Esign” configurations.
		+
		+	Feature ID: 1000798
		+
		+	=== DocuSign API upgraded from 2.0 to 2.1 ===
		+
		+	DocuSign released an update announcement that OAuth 2.0 would be required to support DocuSign API applications. In keeping with this announcement we have upgraded DocuSign REST APIs from 2.0 to 2.1. With this upgrade, a new JSON parser has been introduced to support DocuSign Connect, a notification mechanism to receive updates when any event is triggered in the eSignature workflow.
		+
		+	Feature ID: 1060689
		+
		+	=== Adapting webhook feature of Adobe Sign ===
		+
		+	Adobe Sign adapter couldn’t communicate precise callback information to ICI Platform, thus causing intermittent errors in ICM workflow after the Agreements were electronically signed. Adobe Sign responded with the same information for every signature, hence it wasn’t possible to distinguish between callbacks from different signature. However, with the introduction of Adobe webhook, this problem can be resolved.
		+
		+	Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:
		+
		+	*Identifying the signatory requesting a callback
		+	*Identifying for which event or action the callback is requested
		+	*Concisely updating the status in ICM
		+
		+	'''Note:'''&nbsp; Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.
		+
		+	Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.
		+
		+	Feature ID: 1091947
		+
		+	=== Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups ===
		+
		+	ICI Platform now supports the Life Science industry documents that need to comply with 21 CFR Part 11 (for US FDA) or Annex 11 (for EU) regulatory compliance.
		+
		+	This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.
		+
		+	Feature ID: 1220095
		+
		+	=== Changes in IP whitelisting process for eSign adapters ===
		+
		+	ICI Platform supports integration with third party eSign adapters, which communicate using callback information. To receive the callback data from the eSign servers, certain IPs to intended methods are whitelisted. This action is done through the web.config file. However, any change in the IPs requires modifying the web.config file, which resets the IIS, resulting in performance issues.
		+
		+	To address this issue, “Core.IPSecurity” key has been introduced, which stores information related to the IPs as a JSON, and thus eliminates the need to modify the web.config file.
		+
		+	'''Note''': Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.
		+
		+	Feature ID: 1193062
		+
		+	=== Update eSign document with correct status ===
		+
		+	In certain scenarios, the electronic signature status in ICI and eSign provider are inconsistent. An enhancement has been added wherein the respective statuses are verified and the agreement status is updated or corrected accordingly.
		+
		+	Feature ID: 1193061
		+
		+	== Sourcing&nbsp; ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).
		+
		+	=== Support for new RFx type-RFP ===
		+
		+	Icertis Sourcing application now supports Requests for Proposals (RFPs). Organizations can leverage the advantages of a secure and seamless application to organize and maintain their procurement processes digitally using the RFP feature.
		+
		+	RfPs are integrated requests containing information on both questions and bids. Buyers can now design, create, and publish RFPs in the Sourcing application and invite suppliers to respond to them. Once Buyers receive the responses, they can evaluate them and make their procurement decisions.
		+
		+	Key RFP features:
		+
		+	*Integrated mechanism to get responses to questions and bids from suppliers.
		+	*Reusable templates for Questions, Questionnaires, and Bidding templates.
		+	*Questionnaires and questions can be arranged and reordered as required.&nbsp;
		+	*Attachments, and responses to questions can be downloaded in a package.
		+	*A consolidated excel spreadsheet is available to analyse bids and responses.
		+	*Suppliers can provide responses to questions using Excel as well as Sourcing UI.
		+
		+	Feature ID: 404602
		+
		+	=== Improved Sourcing workflow with Sourcing Request ===
		+
		+	Users within an organization can now create Sourcing Requests for procuring items or services. These requests can be designed to go through an approval flow before they are turned over to procurement teams. The approval cycle can be easily tracked and audited for compliance.
		+
		+	Sourcing Request features:
		+
		+	*Configure a Sourcing Request based on the necessary privileges.
		+	*Request forms can be designed to capture necessary details and attachments.
		+	*Requests can be sent to designated approvers for approval.
		+	*An RFx can be created after the request is approved.
		+	*Requests can be modified until they are approved or a RFX is created based on it.
		+	*Cancel or recall the Sourcing Request.
		+	*Put the Sourcing Request on Hold till approved state provided RFx is not created using this Sourcing Request.
		+
		+	Feature ID: 611297
		+
		+	=== Ordering and additional data types for Questions in Questionnaire ===
		+
		+	We have made the following enhancements to Icertis Sourcing to improve the user experience when working with Questions and Questionnaires:
		+
		+	The order of Questions and questionnaires in RFx can be set and modified as per the preference of users.
		+
		+	The following data types are now supported for questions in RFx:
		+
		+	*Boolean
		+	*String
		+	*Choice
		+	*Multi Choice
		+	*Currency
		+	*DateTime
		+	*Number
		+	*Percentage
		+	*Text Area
		+	*Rich Text Area&nbsp;&nbsp;
		+	*Email
		+	*File Selection
		+
		+	'''Note''':
		+
		+	*On exporting rich text data type information to Excel or HTML, some formatting features may be lost.
		+	*Uploading a file attachment as response for file type question response using Excel is not supported. Supplier must log on to ICI to upload files.
		+
		+	Feature ID: 896873
		+
		+	== Obligation Management&nbsp; ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM8.1.0.404).
		+
		+	=== An interface to quickly add obligations discovered by AI ===
		+
		+	Obligations that are identified in contracts using the Discover AI feature can now be easily reviewed on the user interface. User can review the obligations and decide to add one or more to the Obligation Management application for tracking approvals and fulfillment.
		+
		+	The interface to review and create obligations in bulk saves users much time and manual effort.
		+
		+	The following image shows an example of creating Obligations in bulk:
		+	<div class="image-green-border">[[File:RN 8.1 30.png|720px|RN 8.1 30.png]]</div>
		+	Notifications for successfully processed or failed obligations can also be configured.
		+
		+	Feature ID: 1090383
		+
		+	=== Auto-approval of Obligations to improve efficiency ===
		+
		+	Many obligations are extracted from executed contracts and they don’t usually need to go through an approval process in the Obligation Management application. To reduce time and effort spent approving a large number of obligations and not block the obligation fulfillment lifecycle on account of pending approvals, an automatic approval process for obligations can now be configured.
		+
		+	Once the auto-approval process is defined based on obligation taxonomy, this is how the feature works:
		+
		+	*If approval is turned off, and no approvers are added to obligations, the obligations are automatically approved.
		+	*If approvers are added to obligations, manually or automatically through a rule, then even if approvals are turned off, the obligations will need to be approved.
		+
		+	Feature ID: 519344
		+
		+	=== Organize and manage obligations by creating groups&nbsp; ===
		+
		+	An obligations could have one or more sub obligations or tasks, which would need to be completed by different individuals in an organization. Also, some obligations may be related to each other and grouping them could help organize and track the fulfillment. To facilitate such scenarios, obligation groups can now be created in the Obligation Management application.
		+
		+	Users can now categorize different obligations under logical groups and create parent-child relationships between obligations.
		+
		+	Child obligations automatically inherit any changes made to the parent Obligation. For example, if the status of parent Obligation is changed to Approved, all the related child Obligations also get approved.
		+
		+	Feature ID: 649768
		+
		+	=== Duplicate obligations no longer inherited&nbsp; ===
		+
		+	When an Agreement (parent), with an associated Obligation, is inherited by another Agreement (peer), a duplicate Obligation is created. An enhancement in this release eliminates this limitation.
		+
		+	Feature ID: 1040723
		+
		+	=== UI Improvements for Obligation Management ===
		+
		+	The following improvements are made in the product to improve the search and usability experience when using Obligation Management:
		+
		+	*Dedicated index pages for Obligations and Fulfillments,
		+	*Relevant page titles, breadcrumbs and history page information.
		+
		+	Feature ID: 1236413
		+
		+	== Risk Management ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (RM8.1.0.404).
		+
		+	=== UI Improvements for Risk Management&nbsp; ===
		+
		+	The following Improvements are made in the product to improve the search and usability experience when using Risk Management:&nbsp;
		+
		+	*Dedicated index pages for Risk Management and Risk Assessment.&nbsp;
		+	*Relevant page titles, breadcrumbs and history page information.&nbsp;
		+	*Saved searches display Risk Assessment as category. &nbsp;
		+	*The “Create” action button has now been added on the “Risk Assessment” index page.&nbsp; &nbsp;
		+	<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
		+	Other enhancements include:
		+
		+	*The “Delete” action has now been moved under the three dots icon on the Risk Assessment “Details” page. On deleting the risk assessment, users will be redirected to the Risk Assessment “Index” page.
		+
		+	Feature ID: 1067718
		+
		+	== Proposal Management&nbsp; ==
		+
		+	ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404).&nbsp;
		+
		+	=== Track and analyse performance with a Power BI Dashboard ===
		+
		+	A seeded dashboard that helps supplier organizations track their proposals by status, time, and outcome is now available within the Proposal Management application.The following features and reports are now available with the Proposal Management application:
		+
		+	*A new Power BI data model with Power BI dataset specific to Proposal Management.
		+	*Proposal Management KPIs report
		+	*Capture Management report
		+
		+	'''Note''': Users with access to Sell Side RFx or Bid Proposal can view the Dashboard.
		+	<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
	&nbsp;		&nbsp;
		+
		+	=== Enhancements to Seeded Contract Types ===
		+
		+	With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.
		+
		+	In this enhancement:
		+
		+	*New attributes have been seeded with the Bid Proposal entity:
		+	*Total Bid Value For Proposal
		+	*Total Value Won Or Lost
		+	*Customer Address
		+	*Customer Geography
		+
		+	These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.
		+
		+	Feature ID: 1186830
		+
		+	=== Revamped User Experience across the PM App ===
		+
		+	The visual look and feel of the Proposal Management App has been considerably enhanced with the ICI-wide implementation of the new UI (User Interface) and UX (User Experience).
		+
		+	The following summarizes the revamped user experience across the App:
		+
		+	*The new “Proposals” tile menu now features only the viewing tile options for the seeded PM App entities, in addition to a new “Dashboard” tile menu option.
		+	*The create navigation flow has been moved from the “Proposals” tile and a dedicated “Create” button has now been added to each seeded entity index page.
		+	*The seeded entities now have their dedicated index pages, as opposed to the saved search driven listing in previous releases.
		+	*The Details pages of all the seeded entities (Sell Side RFx, Bid Proposal etc.) now have dedicated page titles starting with the entity name, instead of the contract type category. For example, the previous “Agreement / Sell Side RFx 123” has been replaced by “Sell Side RFx / Sell Side RFx 123”.
		+	*The newly added entity name (such as “Sell Side RFx”) on the Details page header is now a clickable link, clicking which opens the entity index page.
		+	*In the audit history of any entity, both Grid View and List View, the header now features the entity category name instead of the contract type, just like the change in entity Details page.
		+	*The display of action buttons on entity Details pages can now be configured to customize their sequence of display, and based on the available window space the remaining action buttons will be available under the three dots icon on the entity “Details” page.
		+
		+	Feature ID: 1235186
		+
		+	== Supplier Relationship Management Application&nbsp; ==
		+
		+	ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).
		+
		+	=== Supplier Evaluation ===
		+
		+	The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
		+
		+	'''How Supplier Evaluation fits within Supplier Relationship Management'''
		+	<div class="image-green-border">[[File:RN 8.1 33.png|520px|RN 8.1 33.png]]</div>
		+	The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
		+
		+	'''How Supplier Evaluation fits within Supplier Relationship Management'''
	&nbsp;		&nbsp;
		+
		+	Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.
		+
		+	Once suppliers are onboarded, users can evaluate suppliers on the products or services they offer. The KPI criteria, schedule, and the evaluators can be set up within the module and on completing the assessment the supplier can be classified as high performing, low performing or standard supplier.
		+
		+	A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.&nbsp;&nbsp;
		+
		+	'''Supplier Evaluation Features'''
		+
		+	Setting up Supplier Evaluation
		+
		+	*'''KPIs''' – Users can create one or more KPIs (evaluation criteria) and evaluate suppliers based on the set parameters. For example, you can create KPIs for auditing, performance reviews, training requirements, and more.
		+	*'''Supplier Data''' – The supplier evaluation creation process is simplified as much of the supplier information is auto-populated based on the supplier’s record.
		+	*'''Evaluation Schedule''' – Users can set up a period for which the supplier will be evaluated.
		+	*'''Product/Service for Evaluation''' – The evaluation can be performed in context of the product or service provided or the agreements.
		+	*'''Reviewing suppliers based on the Criteria''' – The evaluation criteria can be put through an internal review process, and inputs can be sought to finalize the evaluation criteria.
		+	*'''Supplier Outreach''' – Suppliers can provide information and supporting documents needed to perform the evaluation by responding to review requests by buyers.
		+	*'''Responses & Scoring''' – Based on the responses provided by business team or evaluators on the supplier evaluation, scores are automatically computed.
		+	*'''Evaluation Approvals & Control''' – Once the evaluation process is over, then buyer team defines supplier performance classification and suggests the next course of action (in case of low performing supplier). This can also be sent for management approval. The approver team can either approve or reject and send it for rework..
		+	*'''Notifications''' – Notifications can also be configured for periodic evaluation. System notifications are sent to buyers when they are requested to evaluate a supplier.
		+
		+	Feature ID: 463049
		+
		+	=== Managing Supplier Hierarchy ===
		+
		+	'''Manage Related Supplier Organizations'''
		+
		+	The Supplier Relationship Management application now provides a mechanism to connect supplier organizations with their Parent, Holding or Subsidiary organizations. This is to ensure that you have a complete overview of the business you do with one supplier and its related entities. According to business needs, you may want to work with a local supplier or the parent global organization.
		+
		+	You can designate a supplier organization as one of the following types:
		+
		+	*'''Supplier''': Supplier organizations that may or may not have related Parent or Holding companies.
		+	*'''Parent company''': Parent company of one or more Supplier organizations, controls operations of the Supplier Organization
		+	*'''Holding company''': Holding company of one or more subsidiary Supplier organizations, does not have a direct say over the operations of subsidiaries.
		+
		+	Changes made to the supplier hierarchy for supplier registration, qualification or profile are synchronized with the vendor database and supplier master.
		+
		+	'''Unique Supplier Record Management'''
		+
		+	In Icertis Supplier Relationship management, the uniqueness of a supplier record is validated based on a combination of attributes . In this release, one or more of the unique identifiers attributes can be made editable. This is to account for entities that may change the Legal Entity Name in the course of doing business, considering legal entity name is one of the unique identifier attributes.
		+
		+	If the attributes are changed for an organization, the system validates and checks for duplicate records before allowing users to make the change.
		+
		+	'''Validating the Duplicate Registrations'''
		+
		+	Buyers may receive more than one registration from the same supplier submitted through the web page.
		+
		+	This release introduces the capability to match the supplier registration records based on the unique identifier attributes. This helps identifying the duplicate registrations. Buyers can perform limited actions on the duplicate registrations and the supplier qualification is not generated.
		+
		+	'''Note''': Customers upgrading to 8.1 from previous versions of ICI Supplier Relationship Management is supported.
		+
		+	Feature ID: 1271423
		+
		+	== Technical Requirements&nbsp; ==
		+
		+	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.
		+
		+	The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
		+
		+	[[File:RN 8.1 43.PNG|720px|RN 8.1 43.PNG]]
		+
		+	[[File:RN 8.1 44.PNG|720px|RN 8.1 44.PNG]]
		+
		+	[[File:RN 8.1 45.PNG|720px|RN 8.1 45.PNG]]
		+
		+	'''Important Changes in IE11 Support:'''
		+
		+	From March 2021, Microsoft has stopped its technical support to Internet Explorer (IE) and has advised its customers to move to Microsoft Edge.
		+
		+	ICI will no longer support IE11. ICI will not be certified over IE11.
		+
		+	If customers use IE 11 then the below message will be displayed:
		+
		+	“You are using a browser that is not recommended to be used since it no longer supported by its OEM. The ICI support for this browser is limited for 7.16 version and will be discontinued from version 7.17 onwards. You should switch to Microsoft Edge as recommended by the OEM or any other supported browser prescribed by your organizational policy. You may contact your administrator for further information.”
		+
		+	[[File:RN 8.1 46.PNG|720px|RN 8.1 46.PNG]]&nbsp;
		+
		+	[[File:RN 8.1 47.PNG|720px|RN 8.1 47.PNG]]
		+
		+	[[File:RN 8.1 48.PNG|720px|RN 8.1 48.PNG]]<br/> [[File:RN 8.1 49.PNG|720px|RN 8.1 49.PNG]]<br/> [[File:RN 8.1 50.PNG|720px|RN 8.1 50.PNG]]
		+
		+	[[File:RN 8.1 51.PNG|720px|RN 8.1 51.PNG]]
		+
		+	== Accessibility Conformance&nbsp; ==
		+
		+	We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.
		+
		+	While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:
		+
		+	*ICI Platform Accessibility Conformance Report
		+	*ICI AI/ML Accessibility Conformance Report
		+	*ICI Reporting Accessibility Conformance Report
		+	*ICI Obligation Management Accessibility Conformance Report
		+	*ICI Sourcing Accessibility Conformance Report
		+	*ICI Proposal Management Accessibility Conformance Report
		+	*ICI SRM Accessibility Conformance Report
		+	*ICI Risk Management Accessibility Conformance Report
		+
		+	== Known Issues ==
		+
		+	This section includes some issues that we are aware of and plan to resolve at the earliest:
		+
		+	[[File:RN 8.1 52.PNG|720px|RN 8.1 52.PNG]]
		+
		+	&nbsp;
		+
		+	&nbsp;
		+
		+	&nbsp;
		+
		+	&nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Associations|Association Management]] | [[Compliances|Compliance Management]] | [[Templates|Template Management]] | [[Clauses|Clause Management]] | [[Configure|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]]&nbsp;

---

Latest revision as of 08:35, 25 June 2022

ICI Release Notes - Release 8.1

Release 8.1 New Features

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

•      Refer to the Technical Requirements for the release in this document.

•      Refer to the Wiki documentation (also found in your ICI help section) for details on all ICI features and functionalities.

The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:

Icertis Contract Intelligence 

Agreement & Platform 

A new collaboration experience with Microsoft Teams

ICI now leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation workflow and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement.

The feature includes:

• Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.
• The latest version of the agreement document is also made available on the teams channel while initiating the collaboration. Participants can review, redline the agreement document in MS teams and publish the edited document back to ICI as a new version.
• The documents associated with main agreement in ICI can also referenced in MS teams channel

Feature ID: 1188391

Negotiate and Update Agreements with the new Outlook Add-in

The new Outlook Add-in connects users’ emails with Icertis Contract Intelligence and provides improved collaboration capabilities and ensures information sent on emails is tracked for audit and governance on ICI. In addition, the new add-in provides a better interaction design, in line with the modern ACE user experience released in version 8.0.

The Add-in for Microsoft Outlook Desktop is supported on Windows and Mac OS. Once installed, an Icertis Experience for Outlook pane is accessible from Outlook. The pane provides access to ICI agreement data, along with success and error messaging for interactions. It can be pinned on the interface for easy access.

With the Outlook Add-in improvements, users can now do the following:

• Add attached documents in emails as associations or a new agreement version in ICI.
• Preview Agreement and Association documents from the Outlook Add-in.
• Drag-and-drop single or multiple emails as associations.
• Replace existing associated document with a new email or email attachment.
• Access agreements and associated documents from the Outlook plugin and email them attachments to reviewers or approvers any stakeholders.
• New incoming messages for email threads marked as associated documents are automatically added as new associated documents. 

Feature IDs: 1137119, 1137121

Quick & Easy Agreement Creation

Agreement Contract Types now come with a Quick Creation option. For all agreements using this option, users can fill all the necessary information on a single page and publish the contract or send it for approval immediately.

Feature ID: 1183356

More Quick Action Options

The Quick Actions widget “What would you like to do” has been enhanced to provide multiple actions/links with one quick action line item. For example, “Create MSA” quick action now provides multiple links catering to “Own” and “Third Party” paper selections, as displayed in the image below.

Feature ID: 1183310

External Emails Split to Ensure Compliance 

Contracts sent for review or approval by email to other parties, legal consultants and users not within ICI are now split in two parts. A URL and passcode can be shared with the users and the review can be done completely online. No need of downloading and attaching documents and tracking versions offline. The process is quick, secure and easy to audit.
Two emails are sent, One email is sent containing the agreement URL and the other with the passcode to access the URL. This method could be used for requesting reviews, reviews and approval.

Users can also resend the notification to external users whose reviews are pending, with the help of the “Resend Passcode Notification” button.

To enable this feature, the implementation team needs to configure it explicitly. 

Feature ID: 1216716 

Deviation management for text and tables outside content control

If changes are made to the plain text in agreements or tables in associations of an agreement document (text which is not a clause or attribute), a deviation can now be triggered to help Legal teams exercise greater content control. The changes are highlighted and the deviations will flow through an approval process.

Feature ID: 1183384 

Support for Microsoft Powerpoint documents

ICI now supports Microsoft Powerpoint file formats (files with .ppt and .pptx extension) as third-party paper agreement file formats. In addition to PDF and DOCX file formats, users can now create and negotiate contracts using PPT and PPTX files.

Feature ID: 1183367

Online Editing Of Own Paper

In this release, ICI is enhancing its existing online editing feature  by supporting online editing of own paper documents. using Microsoft WOPI.We have improved the experience for editing agreements with Microsoft Online applications In this release.

The following improvements can be observed:

• Documents with editable content control can be edited and and values are is synced seamlessly.
• The track changes option will now track all the changes made by the users in reviewing mode, creating a redlined version of the document.
• The empty content control will be displayed as blank instead of “obj”.
• The content controls within tables can now be edited with associations tagged as tables and saved searches.Content controls within tables will now be editable. 

Feature ID: 1287270 

Support for Inheritance of Bulk Associations 

In addition to attributes and associations, now bulk associations contract types (BACT) and their extension attributes can now be inherited from parent to child agreements. 

The agreements with BACT associations will get inherited asynchronously along with all extension attributes of all the associations. The bulk associations will also work as they do in parent agreements.

Feature ID: 1278205 

Enhancement to Download all Agreement & Associated Documents in one click  

With this release, we have expanded on the Download all capability which allowed users can to download the agreement and itsall associated documents in one click saving much time and effort. 

This functionality was earlier available when the signature type for the agreement was set to manual, it is now available for electronic and hybrid signature types as well.

Additionally, the “Download All” button will now be visible to users based on the role action mapping in superseded state as well. 

Feature ID: 980342 

Platform changes to enhance UX for Business Applications

To improve findability and relevance of information pertaining to a particular business application, some configuration changes are now available in the platform. These changes significantly improve the search and usability experience when working with Agreements, Associations or any Business Application.

The following configurations are now supported:

• Business Applications have dedicated index pages, where users can search for the information pertaining to the specific business application.
• Agreements and Associations index pages do not show information from Business Applications.
• On the Advanced Search page, users have a choice to search for information from Agreements or specific business applications.
• Left navigation of a business application entity page can be configured to show the relevant links.
• Results for global search are categorized by the business application name if they are not Agreements or Associations.
• When creating a Contract Type, seeded attributes only relevant to the Business Application Type and Category can be seededwill be selected.

Feature ID: 1183274 

Self-Service

Introduction of a Technical Admin user to access the System Configuration on Self Service Portal

With the risk of inaccuracies in technical configurations, given their critical importance, such configurations have been, till now, hosted outside the confines of ICI, where ICI admin users, who have azure subscriptions to an instance, authored the process.

Therefore, the capability of admin users within ICI were being limited and the scope of technical configurations had to be expanded.

Now, a solution has been devised with this feature, as enunciated in the following:

• Technical Administrators can now be configured/added for performing required technical configurations in the System Configuration Portal, using the new “Technical Roles” field while adding, provisioning or editing a user.

Note: The user has to be Internal in order to be authorized with “Technical Roles”, and selecting an external user will automatically discount the Technical Roles feature.

• The portal has been upgraded for Technical Admin users, with enhancements to the Landing page, header, menu options, along with a static welcome message.
• Appropriate messaging and communication will be provided for any negative scenarios, wherein the Technical Admin User faces any challenge accessing or configuring.
• When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal. 

Note: Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.

• The ICI Admin can either create a new Security group, as required, or use an existing security group. 
• The authorization of technical admin users will depend on Security Groups Privilege to the “Self Service” privilege entity, and on roles assigned to specific users.
• The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab.
• The “Manage” access option can be selected to grant access to the System Configuration Portal for technical admin users.

Note: The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).

Feature ID: 1210894

Building the Config Key Update utility as part of the System Configuration on Self Service Portal

Today, in ICI – There are close to 800 configuration keys in the system. These keys are managed via the ICM Tools which is hosted outside of ICI. With this initiative, we have started the migration these Keys incrementally to be part of the System Configuration – Self Service Portal. 

The scope for this release is to migrate 10 keys into the utility. The access to this utility is driven by the Technical Admin role as explained in the previous section. 

Once the user successfully enters the ‘System Configuration – Self Service’ portal with the correct security groups and technical admin role, they will be able to see the ‘Config Key Updates’ entry point at the top of the screen

On clicking the Config Key Updates menu, the user will be able to see the utility where the defined 10 keys will be loaded on the screen, along with their existing values.

 

The user will be able to view each key loaded into a card. The card will contain the name of the key along with it’s value. 

The user will be able to see a dedication section to the right of the page for viewing help information

The user will be able to click on the ‘3-dot’ option on each card to edit the value of the key

 

On clicking the Edit option, the key information will be loaded in the right drawer panel. Here the user can edit the key value and Save using the button at the bottom of the drawer

 

 

The user can edit one or more keys using the ‘3-dot’ option on each card. Once the user has finished editing all the keys, they need to click on the ‘PUSH CHANGES TO ICI’ button at the top of the grid. This will internally update the keys with the edited values in ICI for the changes to take effect

 

Feature ID: 1180864

Administration & Configuration 

Quick Configuration with ICI Import Solution

The ICI Import Solution is an automated solution for configuring ICI entities. It simplifies the initial configuration process and reduces the time and complexities involved in the process.

Using the Import Solution tool, ICI users can now:

• Import configurations from a source ICI instance to a target ICI Instance with no pre-existing configuration data.
• Import configurations between different versions of ICI.

Note: Support will be provided for up to 2 releases preceding the target ICI version.

• Register and publish preconfigured import solutions.
• Import the following information:
• Contract Types
• Templates
• Clauses
• Rules
• Notifications
• Masterdata Instances
• Seeded Masterdata entity instances
• Users & User Groups
• Security Groups

Feature ID: 1262996 

Contract Types can now be locked for editing 

Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.

Product enhancements include:

• A Lock/Unlock button on the contract type page. 
• Auto system lock when users start edit a contract type without locking it. 
• Messaging providing information on who is editing the contract type. 
• System locks get released when contract types are saved.

Feature ID: 1212463 

Enhancements to Legacy Upload Tool

The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.

• Records bypass workflow states directly to the desired state. 
• Users can schedule upload in batches within guardrails to improve system resource allocation. 
• Specific range of records from the UI can now be uploaded.
• Infra and Elastic Search health check can be run before executing the scheduled batches.
• On demand batch scheduling based on the user provided schedule. 
• Supporting legacy entity created with large files 100MB+.

Feature ID: 1069763

Unique clause and template code for every environment

Users can now customize their clause and template codes for different instances. If unique codes are used, it reduces errors when migrating data from one instance to another. It also simplifies searching of clauses and templates.

Feature ID: 938126

Template and Clause creation options in Microsoft Word

The Create Template and Create Clause options in the Icertis Experience for Word are only displayed to users with access to these features. Earlier an error message was displayed to users without access and resulted in an unsatisfactory experience.

Feature ID: 1187041

Show or Hide confirmation messages in Microsoft Word 

Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.

Feature ID: 1187044

Technology Updates

ServiceBus upgraded to Azure.Messaging.ServiceBus

“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”.  

This is a Microsoft recommended upgrade and provides the following improvements:

• Up-to-date, streamlined Azure.
• More accurate messaging without any anomaly or junk data in the message characters.

Feature ID: 940871

Authentication Library and Graph API update

Microsoft has announced* deprecation of the Azure Active Directory (Azure AD) Authentication Library (ADAL) and Azure AD Graph API libraries and recommends using Microsoft Authentication Library (MSAL) and Microsoft Graph API.

We have updated Microsoft Graph, Identity and Key Vault packages to include stability and security fixes from Microsoft. The migration from ADAL and Azure AD Graph API to MSAL and Microsoft Graph API will ensure continuing support for the following areas:

• User Provisioning 
• Bulk Action 
• Integration - SFDC, GIF (Generic Integration Framework), MSCRM  
• Reporting 
• Key Vault 

Refer to the following link for Microsoft’s circular: Update your applications to use Microsoft Authentication Library and Microsoft Graph API - Microsoft Tech Community.

Feature ID: 1276938

API Enhancements

In this release we focused on providing API 2.0 versions of most of our APIs with a goal to improve the performance and overall usability.

Following APIs are upgraded to API 2.0 versions in this release:

API Deprecations

Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.

However, no existing API endpoints have been deprecated in the 8.1 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.

Mobile App Update 

Improved Security on Mobile Devices with SafetyNet Attestation API

With this release, ICI is implementing SafetyNet Attestation API for Android mobile application to restrict users from accessing the application through rooted/vulnerable device, to avoid breaching of the IT and cyber security policy.

Note: The SafetyNet Attestation API is supported Android version 8.0 onwards.

Feature ID: 1095223

AI Applications 

Usually, the implementation team spends a lot of time analyzing and training the AI model for the discovery of the new attributes. With this release, ICI is extending the number of pre-trained attributes so that the AI apps implementation project can be expedited. ICI previously had added 23 out-of-the-box attributes and introducing 15 additional attributes in this release, making it a total of 38 new attributes as a part pre-trained model. Customers can now start using attributes from pre-trained model with no or very little retraining.

The additional attributes are:

• Acceptance Completion Period
• Breach Cure Period
• Confidentiality Survival Period
• Force Majeure Period
• Interest Percentage on Payment Delay
• Liquidated Damages Cap
• Policy changes notice period
• Records Retention Period
• Renewal notice period
• Signatory Name
• Signatory Title
• Signature Date
• Termination for cause notice period
• Termination for convenience notice period
• Warranty Claim Period

Feature ID: 1187824

Enhancing the scope of DiscoverAI app& Negotiate AI differentiation

Discover AI helps users to identify attributes and clauses in browser and save them in the system.

With this release, scope of DiscoverAI has been enhanced to include the discovery of attributes and clauses within Microsoft word also using Icertis Experience for Word plugin. 

• The following actions/functionalities will be available under the Discover AI license in Icertis experience for Word: 
• Discovery of attributes and clauses. 
• Confirm, Confirm with Deviation, Ignore, Compare and Replace the clauses based on discovered clauses data. 
• Select the Matched Clause from the library. 

Feature ID: 1284012

Reports Enhancements

Data for agreements awaiting signature in reports

Out-of-the-box ICI reports will now display details for the business status “Waiting for Signature”, in addition to existing statuses. This update to the reporting logic resolves an existing gap in the reports data.

This enhancement applies to the following reports:

Feature ID: 1071182

Custom reporting views using JSON 

Developers can now create new custom reports views using Stored Procedures (SP) and JSON files. This feature gives flexibility to organizations to easily develop new reports relevant to their business requirements.

An Import SP is now available that takes JSON files as input. The JSON file used for input is where developers can define the new view. New reporting views are automatically created on running the Import SP.

An Export SP is also provided, which can be used to download a JSON file which contains the structure of an existing view in the database, to use as a template to create a new views.

Feature ID: 1208472

Dataset and seeded dashboard for Proposal Management application

A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.  

PM App Power BI report will have clickable links to ICI entity details page for Proposal Management Entities such as, Sell Side RFx, RFx Qualification, and Bid Proposal.

Feature ID: 1232650

Attribute Information Report Enhancements

The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.

• Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute

Feature ID: 1158976

Edit SSRS Reports without customization

Icertis and partner developers can now edit the SQL Server Reporting Services (SSRS) reports eliminating the need to create additional customized reports even for small changes. Users can now make the following edits to SSRS reports:

• Add or remove columns in an existing report.
• Modify column’s position, name, or default values.
• Modify sorting order of the results.
• Apply query level filters.
• Apply security group access as standard reports.
• Create copy of existing report and modify it.
• Use a new framework, which has a JSON-based interface.
• Create new or modify custom reports.

Feature ID: 744814

Report-based edit access for Power BI reports

Manage access for Power BI reports can now be provided at a report level to ensure that edit access is only given to the necessary users within the organization.
This feature works does not impact “Advanced Analytics” access.

Feature ID: 1070905

Maintainance and storage optimization with a Common Data Model for Clause-based reports

PlatformClause - a common data model for clause related information can now be used to create clause-based reports such as Clause Profiling Report, Clause Pending Approval Report and more. This helps optimize storage capacity and reduces the development and maintenance effort siginificantly. 

Feature ID: 1083685

SSRS Reports now available with Power BI

Power BI reports are faster, more scalable, richer in features, customization-friendly, sport a modern UI and overall a better experience. To leverage its advantages, the following SSRS reports are now made available in Power BI:

• Clause Summary Report
• Tagged Attribute Report
• Agreement Clause Content Report – A widget that displays the clauses with the most deviations is also added in this release. 

Feature IDs: 1214787, 1214720, 1223598
 

Salesforce Integration 

 Activity Object and Trigger Simplification in Salesforce Adapter

The following enhancements are made to the SFDC Manage package Adapter:

• Triggers for Accounts and Opportunity objects have been removed from the Managed package to avoid unnecessary update-related issues. Users can get more flexibility and control over them when they use the auto contract creation feature. Note: This is applicable to both fresh installs as well as updates on existing packages.
• Previously, 6 custom fields were needed on the Salesforce activity object to sync ICI tasks with Salesforce, and now, the dependency on these fields have been reduced with only 2 custom fields required for the sync.
• For customers who didn’t need the ICI task sync feature and were unable to remove the custom fields with the limit of 100 fields on the Activity object, now, these fields have been removed from our managed package to provide more flexibility.

Note: Guideline documentation and support by ICI implementation/upgrade team will be duly provided, for creation of desired fields during new installs as well as release upgrades, or deletion of fields during upgrade scenarios.

Feature ID: 1066353

User Experience for Salesforce Revamped

Using ICI within Salesforce is now a more seamless experience as we have made significant improvements to preserve the native Salesforce UI interactions, which users are familiar with, without compromising the ICI functionality.

These are the enhancements that have been introduced:

•  Native Salesforce components are now used along with the ICI iframe.
• Sub-tabs moved from ICI to Salesforce native tabs, for example: Agreements, Requests and Agreement Reports.
• Agreement and Request Details pages are now displayed in native Salesforce UI.
• On the Details page certain actions (example - Reset Expiry) and sub-tabs (example – Associations) are now native Salesforce components.

Note: The implementation team will provide a list of native and i-frame components.

Feature ID: 1186642

eSign Integration 

Integration Support for DocuSign using JWT authentication

The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.

The product has now been upgraded to support an enhanced authentication using JSON Web Token (JWT), along with the existing basic authentication support. This enhancement has also enabled JWT support for “Multisign” as well as “Single Esign” configurations.

Feature ID: 1000798

DocuSign API upgraded from 2.0 to 2.1

DocuSign released an update announcement that OAuth 2.0 would be required to support DocuSign API applications. In keeping with this announcement we have upgraded DocuSign REST APIs from 2.0 to 2.1. With this upgrade, a new JSON parser has been introduced to support DocuSign Connect, a notification mechanism to receive updates when any event is triggered in the eSignature workflow.

Feature ID: 1060689

Adapting webhook feature of Adobe Sign

Adobe Sign adapter couldn’t communicate precise callback information to ICI Platform, thus causing intermittent errors in ICM workflow after the Agreements were electronically signed. Adobe Sign responded with the same information for every signature, hence it wasn’t possible to distinguish between callbacks from different signature. However, with the introduction of Adobe webhook, this problem can be resolved.

Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:

• Identifying the signatory requesting a callback
• Identifying for which event or action the callback is requested
• Concisely updating the status in ICM

Note:  Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.

Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.

Feature ID: 1091947

Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups

ICI Platform now supports the Life Science industry documents that need to comply with 21 CFR Part 11 (for US FDA) or Annex 11 (for EU) regulatory compliance.

This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.

Feature ID: 1220095

Changes in IP whitelisting process for eSign adapters

ICI Platform supports integration with third party eSign adapters, which communicate using callback information. To receive the callback data from the eSign servers, certain IPs to intended methods are whitelisted. This action is done through the web.config file. However, any change in the IPs requires modifying the web.config file, which resets the IIS, resulting in performance issues.

To address this issue, “Core.IPSecurity” key has been introduced, which stores information related to the IPs as a JSON, and thus eliminates the need to modify the web.config file.

Note: Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.

Feature ID: 1193062

Update eSign document with correct status

In certain scenarios, the electronic signature status in ICI and eSign provider are inconsistent. An enhancement has been added wherein the respective statuses are verified and the agreement status is updated or corrected accordingly.

Feature ID: 1193061

Sourcing 

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).

Support for new RFx type-RFP

Icertis Sourcing application now supports Requests for Proposals (RFPs). Organizations can leverage the advantages of a secure and seamless application to organize and maintain their procurement processes digitally using the RFP feature.

RfPs are integrated requests containing information on both questions and bids. Buyers can now design, create, and publish RFPs in the Sourcing application and invite suppliers to respond to them. Once Buyers receive the responses, they can evaluate them and make their procurement decisions.

Key RFP features:

• Integrated mechanism to get responses to questions and bids from suppliers.
• Reusable templates for Questions, Questionnaires, and Bidding templates.
• Questionnaires and questions can be arranged and reordered as required. 
• Attachments, and responses to questions can be downloaded in a package.
• A consolidated excel spreadsheet is available to analyse bids and responses.
• Suppliers can provide responses to questions using Excel as well as Sourcing UI.

Feature ID: 404602

Improved Sourcing workflow with Sourcing Request

Users within an organization can now create Sourcing Requests for procuring items or services. These requests can be designed to go through an approval flow before they are turned over to procurement teams. The approval cycle can be easily tracked and audited for compliance.

Sourcing Request features:

• Configure a Sourcing Request based on the necessary privileges.
• Request forms can be designed to capture necessary details and attachments.
• Requests can be sent to designated approvers for approval.
• An RFx can be created after the request is approved.
• Requests can be modified until they are approved or a RFX is created based on it.
• Cancel or recall the Sourcing Request.
• Put the Sourcing Request on Hold till approved state provided RFx is not created using this Sourcing Request.

Feature ID: 611297

Ordering and additional data types for Questions in Questionnaire

We have made the following enhancements to Icertis Sourcing to improve the user experience when working with Questions and Questionnaires:

The order of Questions and questionnaires in RFx can be set and modified as per the preference of users.

The following data types are now supported for questions in RFx:

• Boolean
• String
• Choice
• Multi Choice
• Currency
• DateTime
• Number
• Percentage
• Text Area
• Rich Text Area  
• Email
• File Selection

Note:

• On exporting rich text data type information to Excel or HTML, some formatting features may be lost.
• Uploading a file attachment as response for file type question response using Excel is not supported. Supplier must log on to ICI to upload files.

Feature ID: 896873

Obligation Management 

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM8.1.0.404).

An interface to quickly add obligations discovered by AI

Obligations that are identified in contracts using the Discover AI feature can now be easily reviewed on the user interface. User can review the obligations and decide to add one or more to the Obligation Management application for tracking approvals and fulfillment.

The interface to review and create obligations in bulk saves users much time and manual effort.

The following image shows an example of creating Obligations in bulk:

Notifications for successfully processed or failed obligations can also be configured.

Feature ID: 1090383

Auto-approval of Obligations to improve efficiency

Many obligations are extracted from executed contracts and they don’t usually need to go through an approval process in the Obligation Management application. To reduce time and effort spent approving a large number of obligations and not block the obligation fulfillment lifecycle on account of pending approvals, an automatic approval process for obligations can now be configured.

Once the auto-approval process is defined based on obligation taxonomy, this is how the feature works:

• If approval is turned off, and no approvers are added to obligations, the obligations are automatically approved.
• If approvers are added to obligations, manually or automatically through a rule, then even if approvals are turned off, the obligations will need to be approved.

Feature ID: 519344

Organize and manage obligations by creating groups 

An obligations could have one or more sub obligations or tasks, which would need to be completed by different individuals in an organization. Also, some obligations may be related to each other and grouping them could help organize and track the fulfillment. To facilitate such scenarios, obligation groups can now be created in the Obligation Management application.

Users can now categorize different obligations under logical groups and create parent-child relationships between obligations.

Child obligations automatically inherit any changes made to the parent Obligation. For example, if the status of parent Obligation is changed to Approved, all the related child Obligations also get approved.

Feature ID: 649768

Duplicate obligations no longer inherited 

When an Agreement (parent), with an associated Obligation, is inherited by another Agreement (peer), a duplicate Obligation is created. An enhancement in this release eliminates this limitation.

Feature ID: 1040723

UI Improvements for Obligation Management

The following improvements are made in the product to improve the search and usability experience when using Obligation Management:

• Dedicated index pages for Obligations and Fulfillments,
• Relevant page titles, breadcrumbs and history page information.

Feature ID: 1236413

Risk Management

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (RM8.1.0.404).

UI Improvements for Risk Management 

The following Improvements are made in the product to improve the search and usability experience when using Risk Management: 

• Dedicated index pages for Risk Management and Risk Assessment. 
• Relevant page titles, breadcrumbs and history page information. 
• Saved searches display Risk Assessment as category.  
• The “Create” action button has now been added on the “Risk Assessment” index page.   

Other enhancements include:

• The “Delete” action has now been moved under the three dots icon on the Risk Assessment “Details” page. On deleting the risk assessment, users will be redirected to the Risk Assessment “Index” page.

Feature ID: 1067718

Proposal Management 

ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404). 

Track and analyse performance with a Power BI Dashboard

A seeded dashboard that helps supplier organizations track their proposals by status, time, and outcome is now available within the Proposal Management application.The following features and reports are now available with the Proposal Management application:

• A new Power BI data model with Power BI dataset specific to Proposal Management.
• Proposal Management KPIs report
• Capture Management report

Note: Users with access to Sell Side RFx or Bid Proposal can view the Dashboard.

 

Enhancements to Seeded Contract Types

With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.

In this enhancement:

• New attributes have been seeded with the Bid Proposal entity:
• Total Bid Value For Proposal
• Total Value Won Or Lost
• Customer Address
• Customer Geography

These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.

Feature ID: 1186830

Revamped User Experience across the PM App

The visual look and feel of the Proposal Management App has been considerably enhanced with the ICI-wide implementation of the new UI (User Interface) and UX (User Experience).

The following summarizes the revamped user experience across the App:

• The new “Proposals” tile menu now features only the viewing tile options for the seeded PM App entities, in addition to a new “Dashboard” tile menu option.
• The create navigation flow has been moved from the “Proposals” tile and a dedicated “Create” button has now been added to each seeded entity index page.
• The seeded entities now have their dedicated index pages, as opposed to the saved search driven listing in previous releases.
• The Details pages of all the seeded entities (Sell Side RFx, Bid Proposal etc.) now have dedicated page titles starting with the entity name, instead of the contract type category. For example, the previous “Agreement / Sell Side RFx 123” has been replaced by “Sell Side RFx / Sell Side RFx 123”.
• The newly added entity name (such as “Sell Side RFx”) on the Details page header is now a clickable link, clicking which opens the entity index page.
• In the audit history of any entity, both Grid View and List View, the header now features the entity category name instead of the contract type, just like the change in entity Details page.
• The display of action buttons on entity Details pages can now be configured to customize their sequence of display, and based on the available window space the remaining action buttons will be available under the three dots icon on the entity “Details” page.

Feature ID: 1235186

Supplier Relationship Management Application 

ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).

Supplier Evaluation

The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.

How Supplier Evaluation fits within Supplier Relationship Management

The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.

How Supplier Evaluation fits within Supplier Relationship Management

 

Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.

Once suppliers are onboarded, users can evaluate suppliers on the products or services they offer. The KPI criteria, schedule, and the evaluators can be set up within the module and on completing the assessment the supplier can be classified as high performing, low performing or standard supplier.

A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.  

Supplier Evaluation Features

Setting up Supplier Evaluation

• KPIs – Users can create one or more KPIs (evaluation criteria) and evaluate suppliers based on the set parameters. For example, you can create KPIs for auditing, performance reviews, training requirements, and more.
• Supplier Data – The supplier evaluation creation process is simplified as much of the supplier information is auto-populated based on the supplier’s record.
• Evaluation Schedule – Users can set up a period for which the supplier will be evaluated.
• Product/Service for Evaluation – The evaluation can be performed in context of the product or service provided or the agreements.
• Reviewing suppliers based on the Criteria – The evaluation criteria can be put through an internal review process, and inputs can be sought to finalize the evaluation criteria.
• Supplier Outreach – Suppliers can provide information and supporting documents needed to perform the evaluation by responding to review requests by buyers.
• Responses & Scoring – Based on the responses provided by business team or evaluators on the supplier evaluation, scores are automatically computed.
• Evaluation Approvals & Control – Once the evaluation process is over, then buyer team defines supplier performance classification and suggests the next course of action (in case of low performing supplier). This can also be sent for management approval. The approver team can either approve or reject and send it for rework..
• Notifications – Notifications can also be configured for periodic evaluation. System notifications are sent to buyers when they are requested to evaluate a supplier.

Feature ID: 463049

Managing Supplier Hierarchy

Manage Related Supplier Organizations

The Supplier Relationship Management application now provides a mechanism to connect supplier organizations with their Parent, Holding or Subsidiary organizations. This is to ensure that you have a complete overview of the business you do with one supplier and its related entities. According to business needs, you may want to work with a local supplier or the parent global organization.

You can designate a supplier organization as one of the following types:

• Supplier: Supplier organizations that may or may not have related Parent or Holding companies.
• Parent company: Parent company of one or more Supplier organizations, controls operations of the Supplier Organization
• Holding company: Holding company of one or more subsidiary Supplier organizations, does not have a direct say over the operations of subsidiaries.

Changes made to the supplier hierarchy for supplier registration, qualification or profile are synchronized with the vendor database and supplier master.

Unique Supplier Record Management

In Icertis Supplier Relationship management, the uniqueness of a supplier record is validated based on a combination of attributes . In this release, one or more of the unique identifiers attributes can be made editable. This is to account for entities that may change the Legal Entity Name in the course of doing business, considering legal entity name is one of the unique identifier attributes.

If the attributes are changed for an organization, the system validates and checks for duplicate records before allowing users to make the change.

Validating the Duplicate Registrations

Buyers may receive more than one registration from the same supplier submitted through the web page.

This release introduces the capability to match the supplier registration records based on the unique identifier attributes. This helps identifying the duplicate registrations. Buyers can perform limited actions on the duplicate registrations and the supplier qualification is not generated.

Note: Customers upgrading to 8.1 from previous versions of ICI Supplier Relationship Management is supported.

Feature ID: 1271423

Technical Requirements 

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.

The software and hardware requirements for the client system as well as the mobile application are listed in the table below:

Important Changes in IE11 Support:

From March 2021, Microsoft has stopped its technical support to Internet Explorer (IE) and has advised its customers to move to Microsoft Edge.

ICI will no longer support IE11. ICI will not be certified over IE11.

If customers use IE 11 then the below message will be displayed:

“You are using a browser that is not recommended to be used since it no longer supported by its OEM. The ICI support for this browser is limited for 7.16 version and will be discontinued from version 7.17 onwards. You should switch to Microsoft Edge as recommended by the OEM or any other supported browser prescribed by your organizational policy. You may contact your administrator for further information.”

 

Accessibility Conformance 

We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.

While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:

• ICI Platform Accessibility Conformance Report
• ICI AI/ML Accessibility Conformance Report
• ICI Reporting Accessibility Conformance Report
• ICI Obligation Management Accessibility Conformance Report
• ICI Sourcing Accessibility Conformance Report
• ICI Proposal Management Accessibility Conformance Report
• ICI SRM Accessibility Conformance Report
• ICI Risk Management Accessibility Conformance Report

Known Issues

This section includes some issues that we are aware of and plan to resolve at the earliest:

 

 

 

 Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools |  Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App