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= ICM Release Notes - Release 7.11 =
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= ICI Release Notes - Release 8.1 =
  
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== Overview of Release 7.11 ==
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== Release 8.1 New Features ==
  
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The 7.11 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.
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These release notes provide an overview of the enhancements to ICI, the ICI experience for integrations, and so on.
  
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The key enhancements of this release include:
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•      Refer to the [[#_Technical_Requirements_8.1|'''Technical Requirements''']] for the release in this document.
  
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*'''Enhancements to Business Applications''' <ul style="list-style-type:circle;">
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•&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.
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<li>Integrating the ''ObligationAI'' and ''Obligation Management Application ''to track and manage obligations, fulfilments for a given agreement which helps in yielding contract compliance and reducing the risks involved in managing the contracts.</li>
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<li>Certifying that ICM is now able to support multiple business applications with reference to functionality, performance and security, to drive business compliance.</li>
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<li>Extending support of multiple rulesets for event rules, for any entity, per event.</li>
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<li>Locking business rules that were critical to the flow of the application are now locked by the service users when deploying the Obligation Management application preventing other users to unlock, edit and modify these rules, thus ensuring a smooth workflow.&nbsp;</li>
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</ul>  <li>'''Enhancements to the ICM Application''' <ul style="list-style-type:circle;">
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<li>Improving the user interface that allows the users to navigate in ICM with just one click. This will enhance the user experience considerably by reducing the time and effort to click through several pages to reach the destination page.</li>
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<li>Enhancing the ICM dashboard to provide a framework for configuring a new dashboard layout, and provide support for a widget for all the Saved Search, Task List and My Recent activities widgets. In addition, the support is also extended to use the earlier KPI based dashboard, resize the widget, and re-order the widget sequence.</li>
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<li>Introducing a Pre-Publish Checker tool on the User Administration tile that will analyze all the checkpoints which potentially result in downtime and provides failure information to the configurators, thus allowing users to take appropriate actions.</li>
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<li>Enforcing boundaries for technical configurations and providing guidelines on the consumption of client-side hooks and server-side hooks, as well as the deployment and configuration of implemented customization.</li>
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<li>Allowing users to define the order for associations and assemble them as per the defined order.</li>
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<li>Enhancing the Promote To Production (PToP) tool for Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some new validations in the PToP engine, as well as new enhancements in the PToP engine and user interface to provide support to PToP and DevOps teams.</li>
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<li>Enabling users to apply multiple filters while referring value from any master records. These filters can either be predefined or can even be based on the attribute values that are being selected as the user enters the details.</li>
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<li>Allowing configuration of a flexible entity which enables users dealing with different types of items (such as line items in sourcing) to define and create entities based on business requirements.</li>
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<li>Enabling users to create multiple agreements from a single agreement by flagging the Bulk Agreement option to ''On'' at the contract type level.</li>
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<li>Introducing the capability to define a sub-role for the approver role and enabling all the capabilities of the approval process based on the sub-role.</li>
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<li>Allowing filtering out agreements while inheriting.</li>
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<li>Allowing the contract type description to be available when creating the contract type instance, so that users can easily identify the type of contract type that fulfills the requirement.</li>
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<li>Providing the ability to exclude attributes or associated documents when copying agreements and allowing the copying of commitments when copying the RFQ/Agreement.</li>
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<li>Providing the flexibility to configure role for commitment business owner while adding the user to the team, and configure reminder notifications on date parameters.</li>
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<li>Auto-populating the currency while creating entities, retaining the original file name of the uploaded files in ICM, updating the count of entities without refreshing the page.</li>
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<li>Allowing replacing of the alternate clause from the Clause Comparison Report, allowing download-upload validation to display the clause deviations as well as the changes included in associations assembled in the document, displaying clause comparison on the first version of the agreement, enhancing KPI reports performance.</li>
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<li>Allowing copy team role mapping by copying team from the contract request, agreement, amendment to its association, capturing the rule condition based on which a user has been added to the team, generating a redlined version for comparing agreement versions, providing Administrators the ability pin the necessary saved searches for external users/suppliers.</li>
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</ul> </li>
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</ul>
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*'''Enhancements to ICM API 2.0''' <ul style="list-style-type:circle;">
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The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:
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<li>Introducing a new version of the Icertis APIs that will allow business applications to interact with ICM using standard API nomenclature for agreement and associated entities.</li>
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</ul>  <li>'''Enhancements to ICM Add-ins''' <ul style="list-style-type:circle;">
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<li>Allowing users to stay on the document for further edits or reviews while publishing is happening in the background.</li>
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</ul> </li>
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<li>'''Enhancements to Artificial Intelligence Applications''' <ul style="list-style-type:circle;">
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<li>Introducing eDiscovery to derive critical insights by analyzing legacy contracts.</li>
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<li>Introducing ''Risk AI'' based on automatic extraction of clauses and attributes through the in-built discovery model. The model has been extended to discover IT services industry specific attributes and clauses.</li>
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<li>Improved accuracy of AI models by incorporating user action feedback when the user is interacting with the attribute discovery in ''DiscoverAI'' and ''NegotiateAI'' apps.</li>
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<li>Identifying important terms in contracts (contract highlights) using AI for different personas like legal, CxOs, finance, etc.</li>
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<li>Extending the discovery support to URL datatype attributes; supporting multi-choice attributes and multi-choice lookup datatypes on the Attributes Discovery page, in both - ''DiscoverAI ''and ''NegotiateAI'' apps.</li>
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<li>Introducing NLP-based search query for Agreement entities.</li>
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</ul> </li>
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</ul>
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*'''Enhancements to Reports''' <ul style="list-style-type:circle;">
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== Icertis Contract Intelligence&nbsp; ==
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<li>Introducing the Obligations Management Dashboard Reports on the ''Reports'' tile in ICM. These out-of-the box reports include the Obligations Dashboard Report that provides information of the Fulfilments due in the next 30 days and Fulfilments overdue by the owner, and the OMH – Obligation Management Health Report that provides an overall view of the total Fulfillments across all agreements that are fulfilled.</li>
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</ul>  <li>'''Improving the Icertis Experience ''' <ul style="list-style-type:circle;">
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<li>Building the Secure File Transfer Protocol (SFTP) adapter as an automated solution to load Masterdata once extracted from source of truth via SFTP. SFTP, a secure version of File Transfer Protocol (FTP), is a network protocol which facilitates file access, file transfer and file management over a Secure Shell (SSH) data stream.&nbsp;</li>
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<li>Building the Azure Service Bus (ASB) adapter, which is an automated solution to load and update master as well as transaction data once extracted from the source of truth via ASB using JSON payloads.</li>
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<li>Integrating with DNCM’s (Daimler) enterprise Identity Provider (IdP) called GAS (Daimler Global Authentication System) via Open ID Connect protocol to provision the sub roles or create new approver sub roles.</li>
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<li>Allowing Salesforce users to take actions such as - ''Download'', ''Assemble Contract'' and ''Send for Approval'' directly from the ''Action'' column of the Contract Index page grid, without opening the agreement record.</li>
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<li>Enhancing the SFDC experience by providing user the ability to search for contracts or contract requests from a common page depending on the selection criteria.</li>
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<li>Providing the ''Reports'' tile within Salesforce so that users can view and execute custom and default reports, thus simplifying tasks and improving productivity.</li>
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<li>Improving the ICM Experience for MS Dynamics interface thus providing a seamless user experience across various form factors, simplifying the user administration experience, increasing the deal velocity and reducing the deal cycle time.</li>
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</ul> </li>
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<li>'''Introducing ICM Platform Tools''' <ul style="list-style-type:circle;">
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<li>Introducing the Configuration Key tool so that a logged in user (who has access to Azure subscription) can search and update configuration keys as required reducing the dependency on the Engineering and DevOps teams.</li>
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<li>Releasing a Translations Editor tool that contains all strings that are localized so that users can now download all keys and their localization values as an Excel file, modify multiple values and upload the modified changes to ICM.</li>
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<li>Enhancing the ICM Health Check page to cover additional parameters that help identify potential outages and diagnose issues, and provide information on the performance of the ICM instance, its overall health, as well as its usefulness to users.</li>
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<li>Improving the Search Sync capability so that users can now check the value stored in Elastic Search for a specified key using the key name, thus eliminating the need to sync the SysId several times to verify if it is the latest one.</li>
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</ul> </li>
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</ul>
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These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements and known issues for the release in this document. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.
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=== Agreement & Platform&nbsp; ===
  
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== Icertis Business Applications ==
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'''A new collaboration experience with Microsoft Teams'''
  
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'''<span style="color:#008000;">448830&nbsp;– Integrating ObligationAI with Obligation Management app&nbsp;</span>'''
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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.
  
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Discovering obligations is the critical step to start Obligation Management lifecycle. As there are hundreds of obligations in an agreement, manually having to discover, triage, and create Obligations is an exhaustive process.
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The feature includes:
  
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With this release, users can now track and manage Obligations for a given agreement using Obligation AI and Obligation Management (OM) for a seamless experience. The interconnected flow of AI with OM is aiming to solve the Legal persona’s job to triage, discover, and create obligations. With this feature, ICM provides a cohesive experience for setting up obligations. This helps in yielding contract compliance and reducing the risks involved in managing contracts which primarily leads to:
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*Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.  
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*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.
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*The documents associated with main agreement in ICI can also referenced in MS teams channel
  
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*Reducing time and efforts to discover and create obligations.
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Feature ID: 1188391
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*Using ICM’s human in loop model of consuming AI such that relevance of discovery becomes better over the time.
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*Scaling out the job of obligation discovery such that newer/junior members can effectively perform Obligation Management.
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The default configuration is Obligation AI and Obligation Management as a combined one, and you can also configure them individually as Obligation AI, or Obligation Management. The image describes the typical workflow of Obligation Management covering all phases of OM lifecycle. The red box in the image illustrates the cohesive experience of triaging and creating Obligations.
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'''Negotiate and Update Agreements with the new Outlook Add-in'''
  
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'''<span style="color:#008000;">508359&nbsp;– Multi-app testing (Sourcing, Obligation Management) configured and running in the same environment</span>'''
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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.
  
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With the introduction of business applications - Sourcing, AI, Obligation Management earlier, there was a demand for supporting these apps with ICM from both - existing and new customers. ICM has thus made platform changes such that the build, deploy, and run time execution systems have been rehauled such that, multiple applications can now co-exist on any given ICM instance.
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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.
  
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With this release, we are certifying that ICM is able to support multiple business applications with reference to functionality, performance and security, to drive business compliance.
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With the Outlook Add-in improvements, users can now do the following:
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<div class="note-box">'''Note''': ICM will now support platform and business applications with same version number.</div>
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'''<span style="color:#008000;">545742 – Extending support of multiple rulesets for event rules</span>'''
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Previously, ICM users could create multiple rulesets for approval rules, template selection rules, and clause assembly rules. However, creating rulesets for event rules was not supported.
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*Add attached documents in emails as associations or a new agreement version in ICI.
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*Preview Agreement and Association documents from the Outlook Add-in.
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*Drag-and-drop single or multiple emails as associations.
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*Replace existing associated document with a new email or email attachment.
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*Access agreements and associated documents from the Outlook plugin and email them attachments to reviewers or approvers any stakeholders.  
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*New incoming messages for email threads marked as associated documents are automatically added as new associated documents.&nbsp;
  
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Rulesets are the set of rules created for a particular event for any ICM entity. For example, you can create multiple rules in the ruleset as displayed in the image below.
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Feature IDs: 1137119, 1137121
  
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With this release, an Administrator can now:
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'''Quick & Easy Agreement Creation'''
  
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*Create multiple rulesets for event rules, for any entity, per event.  
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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.
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*Copy event rules to target entity. However, a new rule is created for the target entity that does not override the existing one, if any. The name of the ruleset remains unique throughout the system.  
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For example, you can create multiple rulesets for event rules for any entity as displayed in the image below. When multiple event rules are defined, ICM ensures all event rules are executed.
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Feature ID: 1183356
  
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The ''Stop Processing More Rules ''option when selected as ''Yes ''allows users to stop evaluating the rules within the ruleset.
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'''More Quick Action Options'''
  
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'''<span style="color:#008000;">545763 – Non-editable seeded business rules</span>'''
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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.
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<div class="image-green-border">[[File:RN 8.1 1.png|520px|RN 8.1 1.png]]</div>  
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Feature ID: 1183310
  
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Previously, business rules were seeded as part of the Obligation Management app to ensure its smooth functioning. Making business rules editable by other users could result in workflow errors.
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'''External Emails Split to Ensure Compliance&nbsp;'''
  
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With this release, these business rules that are critical to the flow of the application are now locked by the service users when deploying the Obligation Management application. This prevents other users to unlock, edit and modify these rules, thus ensuring a smooth workflow.
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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;
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<div class="note-box">'''Note''': Even if the rulesets are locked, you can create new rulesets for event rules.</div>  
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== ICM Application Enhancements ==
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'''<span style="color:#008000;">532684 – Navigation Enhancements</span>'''
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'''Deviation management for text and tables outside content control'''
  
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Earlier, the ICM user interface was tile-based. Each time a user had to navigate from one page to another, it required multiple clicks or going back to the Dashboard page when using level1 functionalities.
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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;
  
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With this release, the ICM user interface has been considerably improved so that the user can navigate between pages (from any sub menu to any other menu item) by just one-click. This significantly enhances the user experience as it reduces the number of clicks, improves usability in navigation in addition to decreasing the load times, as it reduces round trips to the server.
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'''Support for Microsoft Powerpoint documents'''
  
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'''Note:'''
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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.
  
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*Users can now navigate from any page in ICM to any other page, thus eliminating the need for multiple page loads.
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Feature ID: 1183367
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*No training is required for user adoption as it maintains the same classic tile menu.
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*All color/theme preferences can be applied.
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*Works on tablets on tap which requires handling and QA.
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*Supported on all standard ICM supported browsers, resolution and devices.
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*All user permission and access privileges continue to be supported.
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*The entire menu is configurable. Adding or removing any menu or sub-menu option can be done through database configurations, thus reducing code level customizations.
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'''<span style="color:#008000;">546019 – ICM Dashboard Enhancements</span>'''
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'''Online Editing Of Own Paper'''
  
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The existing ICM dashboard is tile-based and displays only numerical data. A new layout has now been designed which allows users to switch to a widget-based dashboard layout in view of providing a comprehensive look of business information on the ''Home'' page. This has improved the user experience and usability especially around complex navigation and performing multiple clicks to achieve a seemingly simple task. Users are now able to view recent activities, saved search, notifications upfront on the dashboard, in addition to their list of tasks and KPIs/reports.
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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.
  
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The widget-based dashboard offers the following widgets:
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The following improvements can be observed:
  
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*'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs.  
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*Documents with editable content control can be edited and and values are is synced seamlessly.  
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*'''My Tasks:''' displays a list of tasks assigned to the user. The total number of tasks is displayed at the top of the widget, followed by the task link and the date on which each task was received.
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*The track changes option will now track all the changes made by the users in reviewing mode, creating a redlined version of the document.  
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*'''Notification:''' displays the notifications in the descending order of the date and time in which they have been received. Clicking the notification navigates the user to the ''Notifications'' page.  
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*The empty content control will be displayed as blank instead of “obj”.  
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*'''My Recent Activities:''' displays a list of the latest activities performed by the user on agreements, contract requests and clauses. The activities are displayed in the descending order (latest first, oldest last).  
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*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;
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*'''Saved Search:''' displays the searches saved on the ''Search'' page.  
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'''<span style="color:#008000;">519472 – Introducing the Pre-Publish Checker Tool</span>'''&nbsp;
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Feature ID: 1287270&nbsp;
  
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In ICM, when a contract type is published, agreements are created that move from the ''Draft'' state to the ''Approved'' state and finally to the ''Published'' state. The ''IsPublished'' flag indicates the state of the contract type.
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'''Support for Inheritance of Bulk Associations&nbsp;'''
  
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Publishing the entity is a complex process and ICM remains unavailable for use during this time. Hence, downtime is required for any publishing activity. Several times the publishing process itself fails resulting in extended downtime causing delays in configurations in addition to the loss of productivity.
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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;
  
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ICM has now introduced a Pre-Publish Checker tool within the publishing process that will analyze the configuration status of contract types, APIs and running services along with infra sizing. The tool guides configurators whether publishing must be initiated or not, by listing the checkpoints regarding the failure information, instead of downtime about the corrections needed. This allows users to take appropriate actions when Publish is not possible.
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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.
  
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The Pre-Publish tool performs basic checks for publishing contract types. The checklist includes a comprehensive list of 20 checks which may cause publish process to fail. This Pre-Publish check will help reduce instance downtime due to Publish related errors.
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Feature ID: 1278205&nbsp;
  
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Administrators can now:
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'''Enhancement to Download all Agreement & Associated Documents in one click''' &nbsp;
  
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*View the pre-publish checklist items in case of failures.
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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;
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*View the checklist items status and its corresponding evaluations on why publish must not be continued.
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*View database information - SLO (Service Level Objectives) of database.  
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'''Note''': If no errors are identified, publish process continues normally.
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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.
  
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'''<span style="color:#008000;">541970 –&nbsp;Assembly of associated documents into the main agreement based on a defined order</span>'''
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Additionally, the “Download All” button will now be visible to users based on the role action mapping in superseded state as well.&nbsp;
  
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ICM now enables users to define the format for assembly of associations tagged as a Table or File in the main agreement using saved search.
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Feature ID: 980342&nbsp;
  
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Users can create saved search of the desired association, using the capabilities of Search to Filter, Order, and Select the columns and their sequence, to be rendered in the final output. This saved search can be used along with the tagged association to assemble associations as desired using ICM Experience for Word.
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'''Platform changes to enhance UX for Business Applications'''
  
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'''Note:''' If saved search is not configured or not tagged along with the association, ICM behaves as-is.
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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.
  
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The following configurations are now supported:
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*Business Applications have dedicated index pages, where users can search for the information pertaining to the specific business application.
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*Agreements and Associations index pages do not show information from Business Applications.
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*On the Advanced Search page, users have a choice to search for information from Agreements or specific business applications.
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*Left navigation of a business application entity page can be configured to show the relevant links.
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*Results for global search are categorized by the business application name if they are not Agreements or Associations.
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*When creating a Contract Type, seeded attributes only relevant to the Business Application Type and Category can be seededwill be selected.
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Feature ID: 1183274&nbsp;
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=== Self-Service ===
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'''Introduction of a Technical Admin user to access the System Configuration on Self Service Portal'''
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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.
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Therefore, the capability of admin users within ICI were being limited and the scope of technical configurations had to be expanded.
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Now, a solution has been devised with this feature, as enunciated in the following:
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*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.
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'''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.
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*The portal has been upgraded for Technical Admin users, with enhancements to the Landing page, header, menu options, along with a static welcome message.
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*Appropriate messaging and communication will be provided for any negative scenarios, wherein the Technical Admin User faces any challenge accessing or configuring.
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*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;
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'''Note:''' Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.
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*The ICI Admin can either create a new Security group, as required, or use an existing security group.&nbsp;
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*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.
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*The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab.
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*The “Manage” access option can be selected to grant access to the System Configuration Portal for technical admin users.
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'''Note:''' The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).
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Feature ID: 1210894
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'''Building the Config Key Update utility as part of the System Configuration on Self Service Portal'''
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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;
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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;
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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
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<div class="image-green-border">[[File:RN 8.1 2.png|720px|RN 8.1 2.png]]</div>
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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.
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<div class="image-green-border">[[File:RN 8.1 3.png|720px|RN 8.1 3.png]]</div>
 
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'''<span style="color:#008000;">476165 – PToP tool enhancements</span>'''
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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 beta version of the Promote To Production (PToP) tool was enabled in release 7.10. This functionality, provided to administrators, could promote ICM configurations/modifications that were made to ICM configurations in pre-production environments to production environments.
+
The user will be able to see a dedication section to the right of the page for viewing help information
  
−
With this release, the following enhancements have been made for:
+
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;
  
−
*Vulnerability and Penetration Testing (VAPT) fixes.
+
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
−
*Testing open bugs in PToP engine.
+
−
*Some new validations in the PToP engine.  
+
−
*Better user interface to provide support to PToP and DevOps teams.
+
  
 +
&nbsp;
 +
<div class="image-green-border">[[File:RN 8.1 5.png|720px|RN 8.1 5.png]]</div>
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">541976 – Ability to configure and apply multiple filters while referring value from master records</span>'''
+
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
  
−
Earlier, ICM provided the capability of filtering records on the basis of a single attribute using cascading.
+
&nbsp;
 +
<div class="image-green-border">[[File:RN 8.1 6.png|720px|RN 8.1 6.png]]</div>
 +
Feature ID: 1180864
  
−
The capability has been further enhanced so that users can now apply multiple filters while referencing values from any master records. This provides users the flexibility to predefine filters or apply them based on any other attribute values that the user keys in.
+
=== Administration & Configuration&nbsp; ===
  
−
Users can now:
+
'''Quick Configuration with ICI Import Solution'''
  
−
*Define UI based configuration for multiple static and dynamic filters for the referred masterdata.  
+
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.
−
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined configured static filters, while working with agreements/amendments.
+
−
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined dynamic filters as the user keys in the values for the selected attributes marked as filters, while working with agreements/amendments.  
+
  
−
'''<span style="color:#008000;">541980 – Ability to have flexible contract type extensions</span>'''
+
Using the Import Solution tool, ICI users can now:
  
−
Previously, for any agreement or associated document, attributes were fixed and defined during the contract type configuration. However, users often have the requirement to define or select the attributes when they are creating the agreement or an associated document instance.
+
*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.  
  
−
For line items, the attributes are required to be defined based on type of line item. For example, the attributes for “wheel” and “pen refills” are different. These can be defined by the users at the time of line items creation.
+
'''Note:''' Support will be provided for up to 2 releases preceding the target ICI version.
  
−
With this release, ICM provides the flexibility to use attributes of masterdata as extensions to any agreement or associated document. These extended attributes can be selected and added when user is actually creating the instance. This considerably improves usability and simplifies the process for users who deal hundreds of items and need to have multiple configurations.
+
*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
  
−
Users now:
+
Feature ID: 1262996&nbsp;
  
−
*Can create rules to attach masterdata attributes (single or multiple) to your associated documents and agreements based on certain conditions.
+
'''Contract Types can now be locked for editing&nbsp;'''
−
*Have flexibility to select (add or remove) and use any masterdata attributes as extensions at the time of agreements/associated documents creation.<br/> &nbsp;  
+
  
−
'''<span style="color:#008000;">541975 – Ability to create multiple agreements from a single agreement</span>'''
+
Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.
  
−
With this release, ICM has improved usability and considerably simplified the process of authoring, allowing the contract author to create multiple agreements from a single agreement with the provision of copying associations and attributes as required.
+
Product enhancements include:
  
−
Users now:
+
*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.
  
−
*Have complete flexibility at configuration level to define the applicable contract type, decision attribute, compute attribute for bulk agreement creation.
+
Feature ID: 1212463&nbsp;
−
*Have the option of bulk agreement creation in the model agreement based on the above configuration with provision to define unique batch Id for all the agreements created using a single model agreement.
+
−
*Can access model agreements only through technically configured Admin saved search. &nbsp;  
+
  
−
&nbsp;
+
'''Enhancements to Legacy Upload Tool'''
  
−
'''<span style="color:#008000;">541982 – Ability to support approver sub-roles</span>'''
+
The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.
  
−
With this release, ICM is providing the ability to define sub-roles for the Approver role. This flexibility enables all the capabilities of the Approver for the users at the sub-role level. For example, you can now set different type of approvers for an agreement based on functions such as Legal Approver, Finance Approver, and so on. This can be achieved through a technical configuration.
+
*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+.  
  
−
'''<span style="color:#008000;">541979 – Ability to filter agreements available for inheritance</span>'''
+
Feature ID: 1069763
  
−
With this release, ICM provides the capability to configure multiple mandatory and non-mandatory filters at contract type level for inheritance by which agreements can be filtered. This improves usability and reduces the overall effort, making it easier to find the desired agreement.
+
'''Unique clause and template code for every environment'''
  
−
This is achieved through a technical configuration at the contract type level.
+
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.
  
−
&nbsp;
+
Feature ID: 938126
  
−
'''<span style="color:#008000;">549081 – Availability of contract type description during contract type instance creation</span>'''
+
'''Template and Clause creation options in Microsoft Word'''
  
−
ICM has now included the ''Contract Type Description ''field when creating Agreements, Amendments, Associated Documents, Masterdata or Contract Requests. This facilitates users to select the desired contract type.&nbsp;&nbsp;
+
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.
  
−
'''<span style="color:#008000;">551098/551099/551100 – Enhancements when copying agreements</span>'''
+
Feature ID: 1187041
  
−
ICM has improved the usability when copying agreements by allowing the users to:
+
'''Show or Hide confirmation messages in Microsoft Word&nbsp;'''
  
−
*Exclude associated documents from getting copied.
+
Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.
−
*Exclude the attributes of selected associated documents.
+
−
*Select and copy Commitments.&nbsp;
+
−
*Exclude the attributes of selected Commitments.  
+
  
−
'''Note''': The exclusions above are achieved through a technical configuration at the contract type level.
+
Feature ID: 1187044
  
−
&nbsp;
+
=== Technology Updates ===
  
−
'''<span style="color:#008000;">551101 – Ability to configure role for commitment when adding user to the team</span>'''
+
'''ServiceBus upgraded to Azure.Messaging.ServiceBus'''
  
−
Previously, when creating commitments, business owners were added to the agreement team as ''Contributors''. It is now possible to configure the role in which business owners of the commitment should be added to the agreement team (for example, ''Secondary Owner'', ''Observer'', etc.).
+
“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”. &nbsp;<br/> <br/> This is a Microsoft recommended upgrade and provides the following improvements:
  
−
'''Note''': This is achieved through a technical configuration at the contract type level.
+
*Up-to-date, streamlined Azure.
 +
*More accurate messaging without any anomaly or junk data in the message characters.  
  
−
'''<span style="color:#008000;">466694 – Ability to configure reminder notifications on entities</span>'''
+
<br/> Feature ID: 940871
  
−
Earlier, ICM did not have Out-of-the-Box (OOTB) support for the reminder notifications in the core platform. Reminder notifications had to be customized based on each customer’s requirements.
+
'''Authentication Library and Graph API update'''
  
−
To simplify the process, ICM now provides the ability to send the entity-wise reminders using a Reminder Notification Template to cater to wider requirements in the domain of Contract Management, Sourcing, and other Business Apps (Obligation Management and Supplier lifecycle).
+
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.
  
−
The reminders can be set up based on a recurring or One-time pattern (Minute(s), Hour(s), Day(s), week(s), month(s), year(s)). This has enhanced productivity, user experience in addition to reducing efforts of technical configuration for task reminders.
+
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:
  
−
Users can now:
+
*User Provisioning&nbsp;
 +
*Bulk Action&nbsp;
 +
*Integration - SFDC, GIF (Generic Integration Framework), MSCRM &nbsp;
 +
*Reporting&nbsp;
 +
*Key Vault&nbsp;
  
−
*Set reminder notification for agreements, amendments and associations.  
+
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].
−
*Configure a template for reminder notification.  
+
−
*Set the reminder notification based on Event Rule.
+
−
*Set reminders based on two types of recurrences – ''Set One Time Reminder'' and ''Set Recurrence Reminder'', which will get triggered once or multiple times respectively, based on the interval frequency.  
+
  
−
'''<span style="color:#008000;">551103 – Auto-populating the currency when creating entities</span>'''
+
Feature ID: 1276938
  
−
Earlier, currency preferences were defined at the contract type level and users had to manually change it based on their requirements. Now, users can define their preferred currency (for example, USD) using the''Preferred Currency'' option in ''My Preferences''. Based on the user preference, the selected currency will be auto-populated for any Currency attribute.
+
=== API Enhancements ===
  
−
&nbsp;
+
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.
  
−
'''<span style="color:#008000;">551104 – Ability to retain original filename of uploaded files</span>'''
+
Following APIs are upgraded to API 2.0 versions in this release:
  
−
Earlier, when downloading a file in ICM, the original file name was not retained, and the file name was changed as per the naming convention defined in ICM.
+
[[File:RN 8.1 7.PNG|720px|RN 8.1 7.PNG]]
  
−
The usability has now been improved so that users can now retain the original file name for any entity when uploading it to ICM, making it easier for users to identify and manage them. This is achieved through a technical configuration and applicable to agreements, amendments, associations, and file attributes in agreements/associations.
+
[[File:RN 8.1 8.PNG|720px|RN 8.1 8.PNG]]
  
−
'''<span style="color:#008000;">560477 – Automatic update of entity count on navigation pane without refresh</span>'''
+
[[File:RN 8.1 9.PNG|720px|RN 8.1 9.PNG]]
  
−
ICM now automatically updates the count for entities (such as ''Association'', ''Commitment'', etc.) at the execution of an event on the left navigation pane of the ''Details'' page. This improves the user experience as the page is no longer refreshed and the workflow continues smoothly.
+
[[File:RN 8.1 10.PNG|720px|RN 8.1 10.PNG]]
  
−
&nbsp;
+
[[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]]
  
−
'''<span style="color:#008000;">488574 &nbsp;– Replace primary clauses with alternate clauses from Clause Comparison Report</span>'''
+
[[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]]
  
−
Earlier, ICM users could only replace clause text and language by using Word Add-ins (Icertis Experience for Word (.JS) or .Net). This was achieved by substituting the clause's text or language by the stored alternate clause.
+
[[File:RN 8.1 15.PNG|720px|RN 8.1 15.PNG]]
  
−
With this release, ICM allows replacing the clause text with the alternate clause text from ICM itself. This is accomplished using ''Compare Clause Changes with Previous Document Version'' icon available on the agreement ''Details'' page. For any particular primary clause, users can view the list of alternate clauses by clicking the ''Select Alternate Clause'' link and select the alternate clause to swap it with the selected primary clause. This ''Compare Changes with Previous Document Version'' window gives users the additional flexibility to preview the ''Previous Text'' and the ''Current Text ''of clauses.
+
[[File:RN 8.1 16.PNG|720px|RN 8.1 16.PNG]]
  
−
Users can:
+
[[File:RN 8.1 17.PNG|720px|RN 8.1 17.PNG]]
  
−
*View the ''Select Alternate Clause'' link in the Clause Comparison Report.  
+
[[File:RN 8.1 18.PNG|720px|RN 8.1 18.PNG]]
−
*Replace a non-mandatory clause.  
+
−
*Track clause changes (primary clause replaced with alternate clause) through the ''Versions'' and the ''History'' tabs.  
+
−
*View agreement preview with a replaced alternate clause.  
+
  
−
'''<span style="color:#008000;">488577 – Document upload validation shows the changes in associations tagged as file(s)</span>'''
+
[[File:RN 8.1 19.PNG|720px|RN 8.1 19.PNG]]
  
−
In ICM, associations tagged as a file in a template are added to the agreement by document assembly. During the redlining process, users may modify the agreement and make changes in the associations. Earlier, at the time of uploading a new version of the agreement, the user was notified of the changes detected in Associations tagged as a table.
+
[[File:RN 8.1 20.PNG|720px|RN 8.1 20.PNG]]
  
−
With this release, ICM alerts the user and presents a summary of any text that is added, removed or modified in association(s) tagged as file(s).&nbsp;
+
[[File:RN 8.1 21.PNG|720px|RN 8.1 21.PNG]]
  
−
The following actions take place as soon as a new agreement version is uploaded:
+
[[File:RN 8.1 22.PNG|720px|RN 8.1 22.PNG]]
  
−
*The version being uploaded is compared with the latest version available in ICM.  
+
[[File:RN 8.1 23.PNG|720px|RN 8.1 23.PNG]]
−
*A window is displayed alerting the changes made in associations.  
+
  
−
'''Note''': The user can view the changes in association by clicking the ''View all modifications'' button for a published agreement in Icertis Experience for Word. The user may also download a comparison between the previous version of the agreement and the version being uploaded. This downloaded document would highlight the modifications identified. The support for the same can be extended through a technical configuration.
+
[[File:RN 8.1 24.PNG|720px|RN 8.1 24.PNG]]
  
−
'''<span style="color:#008000;">535845 – Ability to identify the first version of an agreement in the Clause Comparison Report</span>'''
+
[[File:RN 8.1 25.PNG|720px|RN 8.1 25.PNG]]
  
−
Earlier in ICM, if there was only one version of the agreement, the ''Clause Comparison Report'' would display a ''No changes found'' message. This message was misleading to the users as it suggested that no clauses were changed, instead of conveying that only one version of the agreement has been created and hence there is no clause comparison.
+
[[File:RN 8.1 26.PNG|720px|RN 8.1 26.PNG]]
  
−
This has now been rectified by leaving the ''Previous Text'' box blank and displaying the actual clauses that are available in the agreement in the ''Current Text'' box. This clearly indicates to the user that only a single version of the agreement is currently available.
+
[[File:RN 8.1 27.PNG|720px|RN 8.1 27.PNG]]
  
−
&nbsp;
+
[[File:RN 8.1 28.PNG|720px|RN 8.1 28.PNG]]
  
−
'''<span style="color:#008000;">467201 – Ability to copy team role from contract request, agreement, and amendment to its association</span>'''
+
'''API Deprecations'''
  
−
Previously, in ICM when approvers were added to the contract request, agreement and amendment, they would get ''Manage'' Privilege to the respective entity, but ''None'' Privilege on the supporting document (Association entity) as they were not part of the team. Hence, these entities with supporting documents were sent out for approval without the approvers having the rights to make any changes to the associated documents.
+
Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.
  
−
ICM has now introduced the capability to copy the role-based team members while creating associations, so that the users have the privileges for associated documents as they do for the parent entities. This is achieved by configuring contract types.
+
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.
  
−
Users can now:
+
=== Mobile App Update&nbsp; ===
  
−
*Copy the entire team of the entity (''Contract Request, Agreement, Amendmen''t) to its defined Association entity on a specific role (such as ''Observer)''.
+
'''Improved Security on Mobile Devices with SafetyNet Attestation API'''
−
*Copy an individual team member from a particular role of the entity (''Contract Request, Agreement, Amendment'') to its defined Association entity for any specific role (such as ''Secondary Owner, Contributor, Observer, Contract Admin'').
+
−
*Copy the entire team from the entity (''Contract Request, Agreement, Amendment'') to the association on predefined event.
+
−
*Get an Audit log while copying the team from the agreement to its respective association.
+
  
−
&nbsp;
+
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.
  
−
'''<span style="color:#008000;">560209 – User inclusion condition visibility in team</span>'''
+
'''Note: '''The SafetyNet Attestation API is supported Android version 8.0 onwards.
  
−
Previously, the ''Teams'' tab for an agreement displayed columns with details for each user within a team such as ''Team Role, Step Number'', and so on. Now, a new column with the header ''By Rule'' has been added which indicates if the user has been added using a rule condition.
+
Feature ID: 1095223
  
−
If a user has been added by a rule, the value ''Yes'' is displayed in the column with a hyperlink. Clicking the hyperlink displays a window specifying the rule condition with which the user has been added to the team. For example, ''John has been added if Created Date Is After February 12, 2020.'' The value ''No'' is displayed in this column if a user has not been added by a rule or if the user is added through an event rule.
+
== AI Applications&nbsp; ==
  
−
'''<span style="color:#008000;">560216 – Generate a redline version for document comparison</span>'''
+
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.
  
−
Previously, in ICM, users could view the changes made between two agreement versions side-by-side through the ''Document Comparison'' option. With this release, instead of the side-by-side view, the ''Document Comparison'' capability has been enhanced with an option to view and download the redlined document of the selected agreement versions, highlighting the changes in Microsoft Word format.
+
The additional attributes are:
  
−
'''<span style="color:#008000;">560728 – Global favorites – supplier view</span>'''
+
*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
  
−
Previously, ICM users created favorites for specific users as per domain or organizational group, however, these favorites were not accessible to all users in the domain.
+
Feature ID: 1187824
  
−
ICM Administrators can now set default favorites for all the users in the domain.&nbsp; They will be able to pin the necessary saved searches for external users/suppliers (who do not have access to saved searches) so that they can easily find actions and even view the filtered lists.
+
=== Enhancing the scope of DiscoverAI app& Negotiate AI differentiation ===
  
−
Administrators can now:
+
Discover AI helps users to identify attributes and clauses in browser and save them in the system.
  
−
*Mark the global search as a global favorite so that all users can view the global favorites
+
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;
−
*Display the global favorites in the respective entities for easy navigation to exact action or list
+
−
*Reorder the global favorites as per entity so that the desired order can be published for the user
+
−
*Configure maximum 4 favorites per entity
+
  
−
'''Note''':
+
*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;
  
−
*Users cannot set the Administrator default favorites. However, users can un-pin the global favorites.
+
Feature ID: 1284012
−
*When users pin the searches along with global favorites, they won’t get any more updates on global favorites.&nbsp;
+
−
*Global favorites apply to agreements only.
+
−
*A maximum of 4 global favorites are displayed to the user based on the permissions for those security groups.
+
  
−
&nbsp;
+
== Reports Enhancements ==
  
−
'''<span style="color:#008000;">589531/591634 – Enhancement of KPI reports performance</span>'''
+
=== Data for agreements awaiting signature in reports ===
  
−
Previously, additional reports such as ''Cycle Time Report'', ''Template Clause Report'', ''Expired Agreements'', ''Approved Requests Waiting'' ''for Contract Creation'', ''Signature Type Report'', ''User Login Report'' and ''CLM Activity Report'' were available to the user as dashboard KPIs.
+
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.
  
−
With this release, the ''CLM Activity Report'' and ''Cycle Time Report'' have been deprecated, thereby improving ICM performance considerably.
+
This enhancement applies to the following reports:
  
−
== ICM API Enhancements&nbsp; ==
+
[[File:RN 8.1 29.PNG|520px|RN 8.1 29.PNG]]
−
<div class="image-green-border">
+
−
'''<span style="color:#008000;">541856 – API 2.0 Implementation</span>'''
+
  
−
With this release, a new version of the Icertis APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for agreement and associated entities.
+
Feature ID: 1071182
  
−
The highlights include:
+
=== Custom reporting views using JSON&nbsp; ===
  
−
*Supporting Resume workflow action to perform additional activities such as Send for External Review, Upload Signed Copy
+
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.
−
*Caching strategy
+
−
*Swagger documentation
+
−
*Security review
+
−
*Multi-tenancy
+
−
*Error message localization
+
−
*Designing Masterdata endpoints similar to agreements endpoints
+
−
*Embedding internal associations of agreements (such as Clauses, Version, Deviations, Teams) in agreement response; support, create, update and get internal association from agreement
+
−
*API Gateway capabilities such as throttling and metering
+
  
−
The list for API 2.0 include the following endpoints for creating an Agreement, Masterdata and Contract Request, whichever applicable:
+
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.
  
−
*'''Get the instance:''' used to get an empty instance of an entity.
+
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.
−
*'''Create Instance:''' used to create an instance record of an entity. There could be additional parameters which could specify actions such as Create, Create and Publish, Create and Send for Approval.
+
−
*'''Update Instance:''' used to update an instance record of an entity. There could be additional parameters which could specify actions such as Update Metadata, Upload Document or Update Instance.
+
−
*'''Save the Document:''' used to upload a document.
+
−
*'''Trigger Actions:''' used to trigger workflow actions; different actions will be part of additional parameters such as Send for Approval, Signature, Approve, Reject, Recall, Publish, etc.
+
−
*'''Get Instance:''' used to get the instance of an entity.
+
−
*'''Get Instances:''' used to get the instance of an entity in bulk. The search condition could be a post parameter.
+
−
*'''Add Team Member:''' used to add a team member to an instance.
+
−
*'''Remove Team Member:''' used to remove a team member from an instance.  
+
−
</div>
+
−
&nbsp;
+
  
−
== Enhancements to ICM Add-ins&nbsp; ==
+
Feature ID: 1208472
−
<div class="image-green-border">
+
−
'''<span style="color:#008000;">515446 – Word Add-In (.Net) should not close once the contract is published</span>'''
+
  
−
Previously, when a user tried to publish an agreement document, Word Add-in (.Net) would notify the users that the document would be saved and closed. This behavior forced the user to select ''OK'' if they wanted to publish the document. However, this action would close the document before publishing it.
+
=== Dataset and seeded dashboard for Proposal Management application ===
  
−
With this release, once the document gets published, a validation window is displayed giving the user the choice to open the published document. Hence, the user does not need to download the new version to view the published document. The user can now stay on the document and make further edits or reviews, as required, while publish function occurs in the background.
+
A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.&nbsp;&nbsp;
−
</div>
+
−
&nbsp;
+
  
−
== Enhancements to Artificial Intelligence Applications in ICM ==
+
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.
  
−
'''<span style="color:#008000;">510541 – eDiscovery using Artificial Intelligence</span>'''
+
Feature ID: 1232650
  
−
Legacy contract documents from the archives of companies contain a host of unstructured but valuable information. From a CLM platform perspective, this information can be categorized and structured into attributes, clauses, agreements, etc. With this release, ICM introduces a framework using Artificial Intelligence (AI) to automatically identify and analyze clauses in the legacy contract. This will help contract owners to leverage existing documented clauses and derive insights from them.
+
=== Attribute Information Report Enhancements ===
  
−
With eDiscovery using AI:
+
The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.
  
−
*ICM can automatically confirm certain discovered clauses, so that users do not have to confirm them manually.
+
*Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute
−
*Auto-confirmed clauses can be searched in the same way as any other agreement clauses.
+
−
*Contract owners can distinguish between automatically confirmed clauses and those that have been manually confirmed. This helps contract owners to treat automatically confirmed clauses with extra precaution as compared to standard clauses.
+
−
*Configurators can now specify list of clauses by the agreement contract types which should be discovered and confirmed automatically.
+
−
*While auto confirming, ICM compares the discovered clause text with the clauses in the clause library. If the clause text matches more than a threshold value (say 70%) with a clause in the clause library, then the discovered clause is identified as one from the clause library. If the match percentage is lesser than the threshold, then clause is identified as one of the standard ICM AI clause category.
+
  
−
'''<span style="color:#008000;">510549 – Inbuilt discovery of attributes and clauses in IT services vertical</span>'''
+
Feature ID: 1158976
  
−
The nature of business for companies providing IT services is such that more than 80% of their contracts would be drafted using third party paper. As of now, such IT firms deploy large teams to extract important clauses and attributes in these third party contracts in order to track the contractual obligations, risks, rebates, discounts, etc. It is a time consuming and error-prone process. Hence, companies need a system which will extract these clauses and attributes automatically.
+
=== Edit SSRS Reports without customization ===
  
−
''RiskAI'' is a major application of inbuilt discovery of such attributes and clauses, using which a risk score can now be computed for a given agreement. ''DiscoverAI'' will set a value of an attribute if a specific clause is found in the agreement. A rule can further be written to assign a risk score in either case if the clause is present or absent in the agreement.
+
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:
  
−
With this release, in addition to the generic discovery model:
+
*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.
  
−
*The ICM configurator can deploy a discovery model specific to the IT service industry, so that users can discover attributes and clauses specific to that industry.
+
Feature ID: 744814
−
**'''Attributes: '''''LiabilityType'', ''ComplianceType''
+
−
**'''Clauses''': ''Deemed Acceptance, Acceptance Criteria, Rejection Remedy, Cost of Living Adjustments, Most Favored Customer, Use of Third Party Software, Exclusivity, Subcontract, Technology Escrow, Governance Schedules, Termination Assistance, Change Control, Non Circumvention'', ''Rebates and discounts, Fixed Liability, No Liability ''and''Uncapped'' 
+
−
*Contract negotiators can use ICM to discover attributes and clauses using a pre-trained model, so that they do not have to identify them manually,
+
−
*Contract negotiators can identify if a specific clause is included in the document or not, so that they can initiate an approval workflow to take care of compliance.
+
−
*The value of the contract can now be driven based on the presence or absence of the specified clause, and this can further be used for calculating the risk score.
+
  
−
&nbsp;
+
=== Report-based edit access for Power BI reports ===
  
−
'''<span style="color:#008000;">510545 – Automating retraining of AI models based on user action feedback</span>'''
+
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
  
−
Continuous learning and improvement based on user feedback is what differentiates AI/ML apps. The recall and precision of AI apps improves as it learns from a variety of documents.
+
=== Maintainance and storage optimization with a Common Data Model for Clause-based reports ===
  
−
While user feedback is heavily incorporated in the initial phase of model training, this model has now been retrained to incorporate changes based on user interactions. It has been further enhanced to incorporate user interactions with the attribute discovery on the Web UI as well as ''NegotiateAI'' and the feedback will be used to suggest precise default options on the attributes for subsequent discoveries.
+
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
  
−
With this release, the actions taken by contract negotiators to correct recommendations for discovered attributes like selecting different option than the default option suggested by the algorithm, or selecting an altogether different value if none of the options suggested by algorithm match the expectation, would be automatically learned by the model. When a document with same language or similar language is processed next time, then the model will suggest the learned value as a default option to the users so that they do not have to enter it manually again.
+
=== SSRS Reports now available with Power BI ===
  
−
&nbsp;
+
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:
  
−
'''<span style="color:#008000;">465906 – Contract highlights</span>'''
+
*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;
  
−
Whenever contracts are sent to CXOs, legal or finance teams for their approval or signatures, they are interested to know if a certain language is present or absent in the contract. This helps them to understand the nuances of the contracts, viewpoints of various stakeholders, etc. and they can quickly take an informed decision.
+
Feature IDs: 1214787, 1214720, 1223598<br/> &nbsp;
  
−
With this release,
+
== Salesforce Integration&nbsp; ==
  
−
*The ''DiscoverAI'' model can find the terms in documents and highlight them for business decision makers. Configurators can now specify the important words by the business so that the ''DiscoverAI'' model can find matching as well as similar terms in documents and highlight them for the intended audience.
+
=== &nbsp;Activity Object and Trigger Simplification in Salesforce Adapter ===
−
*In case no phrases are specified, then ICM will identify the important sections in the contract based on learnings from historical data. The identified sections will also be ranked in order of importance.
+
−
*A configurator can also specify the maximum number of highlights to be extracted from the agreements. The AI algorithm would rank the findings and present only the top ranked highlights to the user.
+
−
*Configurators can configure the event to generate the contract highlight, for example agreement updated, etc. Using this configuration, when the specified event occurs, ICM will identify the important sections of the contract based on historical data and phrases specified by the configurator.
+
  
−
'''<span style="color:#008000;">539481 – DiscoveryAI / NegotiateAI support for multi-select attributes</span>'''
+
The following enhancements are made to the SFDC Manage package Adapter:
  
−
''DiscoverAI&nbsp;''helps contract negotiators to discover attributes and clauses in the agreement document. The discovered attributes are mapped to respective datatypes. Previously, ICM supported string, number, date, choice, boolean, text, lookup percentage and currency type attributes.
+
*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.  
  
−
With this release, ICM has extended the discovery support to URL datatype attributes. ''DiscoverAI'' and ''NegotiateAI'' can now discover the URLs in contract and associate them with URL datatype attribute. Also, users now would be able to select and save multi-choice attributes as well as multi-choice lookup datatypes on the ''Attributes Discovery'' page, in both - ''DiscoverAI'' and ''NegotiateAI'' apps.
+
'''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.
  
−
ICM has now added an option in the discovered clauses menu of ''NegotiateAI'' to find clauses similar to discovered clauses in the ICM repository.
+
Feature ID: 1066353
  
−
&nbsp;
+
=== User Experience for Salesforce Revamped ===
  
−
'''<span style="color:#008000;">566499 – Search as a natural language query in ICM</span>'''
+
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.
  
−
The current search functionality in ICM supports dynamic faceting and keyword-based search in three modes - metadata search, document or full-text search, and combined search. It assumes some level of expertise with users when they want to filter down the results to find exact records they were looking for.
+
These are the enhancements that have been introduced:
  
−
With this release, ICM has introduced an AI enabled mode of searching the agreements. Users will be able to find the agreements in ICM by simply writing a spoken language statement. This mode allows a user to enter search terms in any form, including a statement, a question, or a simple list of keywords. In this release, the user would be leveraging this Natural Language Processing (NLP) technology for an Agreement entity on Global Search page as well as Agreement index page.
+
*&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.  
  
−
&nbsp;It supports querying on system attributes as well as few seeded attributes like status, contract type name, effective, created, modified, expiry dates, users, roles, clauses, etc. In this mode, users can specify the additional filters in the query itself to get the required results; for example, ''MSA Agreements expiring next month, Agreements which are executed and contain a confidentiality clause, etc.'' The NLP search query results can be further filtered using the existing ICM category-based filters.
+
'''Note:''' The implementation team will provide a list of native and i-frame components.
  
−
&nbsp;
+
Feature ID: 1186642
  
−
== Enhancements to Reports ==
+
== eSign Integration&nbsp; ==
  
−
'''<span style="color:#008000;">519281 – Out-of-the-Box Obligations Management Dashboard reports</span>'''
+
=== Integration Support for DocuSign using JWT authentication ===
  
−
With the introduction of the Obligation Management app in the previous release, the need for specific reporting techniques is evident so that business executives can track and monitor obligations and fulfillments. To achieve this, the implementation teams are required to spend considerable time and effort to customize Obligation objects as per the customer requirements.
+
The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.
  
−
Hence with this release, the Obligations Management Dashboard Reports have been introduced on the Reports tile in ICM. These out-of-the box reports are available to authorized users who have access to the Obligation Management app without any need for customization.
+
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.
  
−
The Obligation Management Reports include:
+
Feature ID: 1000798
  
−
*'''Obligations Dashboard Report:''' provides information of the Fulfillments due in the next 30 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.
+
=== DocuSign API upgraded from 2.0 to 2.1 ===
−
*'''OMH - Obligation Management Health Report:''' provides an overall view of the total Fulfillments across all agreements that are fulfilled.  
+
  
−
Access to these reports can be provided through Security Groups (similar to other reports). Only authorized users with access to Obligation Management can view the Obligation Management Dashboard reports. Even if the users are authorized to view/access a specific report, the privileges of the reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of agreements in ICM, they would not see those in the report even though they have the view privileges for the reports.
+
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.
  
−
== Integrations ==
+
Feature ID: 1060689
  
−
'''<span style="color:#008000;">467181 – Generic integration framework to support SFTP interface</span>'''&nbsp;&nbsp;
+
=== Adapting webhook feature of Adobe Sign ===
  
−
Contract creation in ICM relies heavily upon availability of appropriate masterdata. As ICM does not own the masterdata, customers have to upload it manually. The process of extracting, transforming and loading the masterdata into ICM is cumbersome and can get very complicated depending on the source of origin. Moreover, the lack of industry standard data upload capability such as SFTP as part of platform leads to redundant coding effort for implementation teams.
+
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.
  
−
With this release, the Secure File Transfer Protocol (SFTP) adapter has been built as an automated solution to load masterdata once extracted from source of truth via SFTP. SFTP, a secure version of File Transfer Protocol (FTP), is a network protocol which facilitates file access, file transfer, and file management over a Secure Shell (SSH) data stream.
+
Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:
  
−
This will enable Administrators to:
+
*Identifying the signatory requesting a callback
 +
*Identifying for which event or action the callback is requested
 +
*Concisely updating the status in ICM
  
−
*Define configuration parameters required for SFTP interface using Client App Reference and Client App Entity Mapping.  
+
'''Note:'''&nbsp; Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.
−
*Configure and run scheduled batch jobs via SFTP.  
+
  
−
The execution of this integration sync task allows ICM to read the metadata definitions and execute the job successfully, which in turn will allow users to easily upload masterdata required for completing CLM process in bulk. Users will receive an error when records are not present and can generate log files for further processing.
+
Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.
  
−
This enables users to:
+
Feature ID: 1091947
  
−
*Create generic integration mapping in cross reference.
+
=== Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups ===
−
*Create generic integration mapping in client app entity mapping.
+
−
*Download masterdata template file from cross reference (based on client app entity mapping).
+
−
*Publish masterdata template file on SFTP (based on client app entity mapping)
+
−
*Create, update and delete records from masterdata tables using the input file from SFTP server.
+
−
*Receive logs/errors on SFTP.
+
  
−
&nbsp;
+
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.
  
−
'''<span style="color:#008000;">530080 – Generic integration framework to support ASB interface</span>'''&nbsp;&nbsp;
+
This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.
  
−
As we know that the process to extract, transform and load data into ICM is a substantial task based on the source of the origin. To simplify this, we have built the Azure Service Bus (ASB) adapter, which is an automated solution to load and update master, transaction data once extracted from the source of truth via ASB using JSON payloads.
+
Feature ID: 1220095
  
−
Azure Service Bus (ASB) is a fully managed enterprise integration message broker. Data is transferred between different applications and services using messages. The ICM-ASB adapter considers the approach based on REST and OData principles that exposes a uniform, stateless interface which communicates using HTTP(S) and JSON payloads.
+
=== Changes in IP whitelisting process for eSign adapters ===
  
−
Users can now:
+
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.
  
−
*Define configuration parameters for ASB interface using client app reference and client app entity mapping.  
+
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.
−
*Create and maintain latest masterdata in ICM required for contracts and contract requests via ASB interface.
+
−
*Push transaction data to third party systems via ASB interface to be able to manage ICM entities using necessary JSON payloads.  
+
−
*Maintain business entities such as purchase requisitions. Purchase orders or sourcing event from procurement systems to ICM via ASB interface.  
+
  
−
&nbsp;
+
'''Note''': Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.
  
−
'''<span style="color:#008000;">544347 – Ability to integrate ICM with Enterprise-Level Identity Providers using OpenID Connect protocol</span>'''
+
Feature ID: 1193062
  
−
ICM is now integrated with Enterprise-Level Identity Providers (IdP) such as PingFederate for user authentication and Single Sign-On (SSO) using the OpenID Connect protocol.
+
=== Update eSign document with correct status ===
  
−
This will allow users trying to access the ICM application to get authenticated using the SSO platform. Once the credentials have been validated, the user will be redirected to the ICM Dashboard and ICM will authorize the user to securely access ICM based on the authentication token from the SSO platform. Users will be able to login using different browsers and to all ICM Add-ins.
+
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.
  
−
This integration implementation is flexible enough to enable connection with other identity providers that use the OpenID Connect protocol.
+
Feature ID: 1193061
  
−
'''<span style="color:#008000;">467179 – SFDC experience enhancements – simplified UX - action in grid</span>'''&nbsp;&nbsp;
+
== Sourcing&nbsp; ==
  
−
The Icertis Experience for Salesforce already provides the capability for Salesforce users to perform agreement-related tasks from within Salesforce.
+
The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).
  
−
ICM is now improving the user experience such that Salesforce users can perform their tasks more seamlessly by taking actions on agreements with fewer clicks than required earlier.
+
=== Support for new RFx type-RFP ===
  
−
The user will now be able to view a contract record by double-clicking the row, instead of the earlier option of clicking the ''View'' hyperlink. They will be able to take ''Download, Assemble Contract'' and ''Send for Approval'' actions directly from the ''Action'' column of the Contract grid on Salesforce entity forms, without opening the agreement record. These actions will be displayed to the user based on the workflow state of the agreement.
+
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.
  
−
&nbsp;
+
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;
  
−
'''<span style="color:#008000;">537762 – SFDC experience enhancements – improved search functionality</span>'''
+
*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:
  
−
Previously, there were 2 separate sub-tabs, 1 each for Contracts and Contract Requests, under the ICM tab within Salesforce. The previous ''Search ''page when rendered from within an iFrame inside Salesforce, gave the user a perception that they are working outside of Salesforce application.
+
*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.  
  
−
With the SFDC experience enhancement, the user will have the ability to:
+
Feature ID: 1067718
  
−
*Search for contracts or contract requests from a common page.
+
== Proposal Management&nbsp; ==
−
*Provide search conditions to limit their search.
+
−
*View both contract and contract request&nbsp;records as a result set, on the same page, depending on the selection criteria.
+
−
*View ICM saved searches, and refine searches based on metadata and full text.
+
  
−
'''<span style="color:#008000;">537766 – Reporting capability within Salesforce</span>'''
+
ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404).&nbsp;
  
−
Icertis Experience for Salesforce already provides the capability for Salesforce users to execute contract management tasks from within Salesforce.
+
=== Track and analyse performance with a Power BI Dashboard ===
  
−
Now, this capability has been enhanced by allowing users to access ICM's reports within Salesforce instead of having to login to ICM to do so.
+
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:
  
−
Providing the ''Reports'' tab within the ICM tab of Salesforce radically simplifies tasks for the users as well as increases the productivity many folds. Based on their authorization, users can view and execute ''Default'' and ''Custom'' ''Reports''.
+
*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;
  
−
'''<span style="color:#008000;">556549 – Enabling existing adapter functionality in the new MS Dynamics unified interface</span>'''
+
=== Enhancements to Seeded Contract Types ===
  
−
Microsoft has released a new unified interface for Dynamics CRM. Earlier, ICM Experience for MS Dynamics offered an iFrame based solution to embed the ICM application within MS Dynamics 365. With this release, ICM is making the iFrame fully responsive to the new unified interface, so that users have a seamless experience across various form factors.
+
With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.
  
−
== ICM Platform Tools ==
+
In this enhancement:
  
−
'''<span style="color:#008000;">519481 – Introducing the ICM Tools portal</span>'''
+
*New attributes have been seeded with the Bid Proposal entity:
 +
*Total Bid Value For Proposal
 +
*Total Value Won Or Lost
 +
*Customer Address
 +
*Customer Geography
  
−
With this release, ICM introduces the new ICM Tools portal for easier instance management and improved productivity. This release launches two tools—''Configuration Key'' and the ''Redis Flush'' functionality.
+
These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.
  
−
Earlier, the ICM platform instance configuration keys were modified by the Solutions Engineering/DevOps teams, and even minor configuration changes took considerable time. The ''Configuration Key tool'' has been introduced so that a logged in user (who has access to Azure subscription) can search and update configuration keys as required.
+
Feature ID: 1186830
  
−
Once the key values are changed, the cache is automatically updated to avoid the server restart. The tool only works for non-production environments. The production environment configuration changes are controlled by Operations team, and the tool would not be available for production environment.
+
=== Revamped User Experience across the PM App ===
  
−
The ''Redis Flush'' is a self-service tool which allows Administrators to flush the cache or look up a particular key for its value of ''Delete a Key''. The tool can also be used to perform Role Restart on the instances to which the user has access.
+
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).
  
−
'''<span style="color:#008000;">547429 – Introducing the Translations Editor Tool</span>'''
+
The following summarizes the revamped user experience across the App:
  
−
The ICM platform is available in different languages and different languages label text are available&nbsp;for&nbsp;localization. However, to make any changes to the localization values, users had to reach out to the Solutions Engineering or Database teams. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.
+
*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.  
  
−
Hence, a self-service ''Translations Editor'' tool has been introduced that contains all strings that are localized. Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICM. Once the values are updated in ICM, the caches are updated automatically to avoid the cache flush and server restart. This has significantly enhanced productivity as the turnaround time to update the Resource Key values has been eradicated.
+
Feature ID: 1235186
  
−
Using this tool, users can now:
+
== Supplier Relationship Management Application&nbsp; ==
  
−
*Search for a specific string using the search bar and update the Resource Key value for Language and Locale.  
+
ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).
−
*Update multiple language strings by selecting and saving the Resource Key value.  
+
 
−
*Download and upload the localization key values using Microsoft Excel.  
+
=== Supplier Evaluation ===
−
*View the modified values in the ICM instance immediately.  
+
 
 +
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;
  
−
'''<span style="color:#008000;">519630 – Improved ICM Health Check</span>'''
+
Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.
  
−
The ICM platform hosted on Azure Cloud uses services such as Elastic Search, Redis, along with internal components such as APIs and Task services. However, no services were used to provide an insight on the application health except for the ''ICM Health Check'' page that provided regular application health checks and application monitoring to be able to detect issues before they became full-fledged outages.
+
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.
  
−
The ''ICM Health Check'' page has been further enhanced to cover additional parameters to help identify potential outages and diagnose issues. The health insights provide information on how well the ICM instance and its service is performing, its overall health, as well as its usefulness to users. Users will now be able to access a dashboard (without logging into ICM) that tracks application health alongside usage metrics and application crash data.
+
A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.&nbsp;&nbsp;
  
−
The health statuses are classified into three categories:
+
'''Supplier Evaluation Features'''
  
−
*''Warning ''- indicated by a yellow warning icon
+
Setting up Supplier Evaluation
−
*''Healthy'' -&nbsp; indicated by a green checkmark icon
+
−
*''Unhealthy'' - indicated by a red warning icon
+
  
−
The following details are displayed in the Health Check:
+
*'''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.
  
−
*'''Elastic Search Health''': displays the Status (yellow/green/red), the Elastic Search version, the Uptime, and so on.
+
Feature ID: 463049
−
*'''Redis Cache Health''': displays the Redis version, Uptime In Days, CPU usage, Connections Received and Commands Processed, and so on.
+
−
*'''API Health''': displays the API Response Time, Status and Issues, and so on.
+
−
*'''Database Server Metrics''': displays the CPU usage percentage, User Connections, Total Server Memory, Disk Read/Write IO/Sec, and so on.
+
−
*'''IIS Server Metrics''': displays % 404 HTTP Response Sent, % 500 HTTP Response Sent, percentage of CPU utilization per process, Requests/sec, and so on.
+
  
−
'''<span style="color:#008000;">553394 – Enhancement to search sync</span>'''
+
=== Managing Supplier Hierarchy ===
  
−
Previously, the ''Search Sync'' task available in ICM under ''Admin Tasks'' provided the ability to sync from the database into Elastic Search (ES) for the respective instance. For this, the ''SysId'' could be provided as input CSV file or as comma separated. However, this tool did not provide the capability to check the value stored in ES for a key using the key name. Several times, users would keep syncing the ''SysId'' assuming that the data is not updated in ES.
+
'''Manage Related Supplier Organizations'''
  
−
With this feature, users can now get data from elastic search for a given instance’s ''SysId'', so that they can look up the value and identify whether it is the latest or if a sync is needed. If the key exists, the latest value from ES will be displayed. If the key does not exist, the system will display the error message ''Could not fetch value for provided SysId''.
+
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.
−
<div class="note-box">'''Note''': Data can be fetched from only one instance at a time.</div>
+
−
== Technical Requirements for Release 7.11 ==
+
  
−
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;
+
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;
−
 
−
== Known Issues for Release 7.11 ==
 
  
 
&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

Contents

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.

RN 8.1 1.png

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

RN 8.1 2.png

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.

RN 8.1 3.png

 

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

RN 8.1 4.png

 

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

 

RN 8.1 5.png

 

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

 

RN 8.1 6.png

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:

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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:

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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:

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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.   
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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.

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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

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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:

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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.”

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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:

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 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 

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