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= ICI Release Notes - Release 7.14 =
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= ICI Release Notes - Release 8.1 =
  
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== Overview of Release 7.14 ==
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== Release 8.1 New Features ==
  
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The 7.14 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICI 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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*<span style="color:#008000;">'''Enhancements to the ICI Application'''</span>
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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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**'''''User Experience'''''
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***Introducing a horizontal chevron which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron, namely Generate, Approve, Execute and Manage, prominently communicate an entity’s journey including the previous, current and possible future states of the agreement.
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***Allowing users to create peer agreements from within the base agreement and inheriting all the attribute values of the base agreement.
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***Facilitating one-click navigation from the ICI record to any related entities (multi-hierarchy level). For example, from RFx to Bid Response which would otherwise require multiple clicks.
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***Providing administrators the ability to configure access control for users who are not part of the team to sections or sub-sections in the left navigation pane at the contract type level.
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***Enhancing document usability by placing content control tags such that the end-user no longer views separate lines in the assembled document for assembled clauses that are not evaluated. 
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**'''''Workflow Enhancements'''''
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***Displaying the organization unit path of the parent document by default as the path for the associated document, so that both parent and child documents have the same organization path at the time of creation and updation.
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***Introducing a Contract Manager role to manage agreement ownership throughout its lifecycle.
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***Providing the ability to add amendments to expired agreements. &nbsp;  
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***Adding a time zone attribute to provide enterprise organizations the flexibility to track the time zone or region-based activities as needed for the instance of the agreement.  
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***Providing the capability to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications and allowing configuration of the sender’s email ID dynamically based on the specific contract type or instance of the record.&nbsp;   
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*<span style="color:#008000;">'''Mobile App Updates'''</span>
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**Improving the usability of the mobile app by refreshing the agreement or requests list automatically after an approve, reject or request review action is performed.  
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*<span style="color:#008000;">'''Enhancements to ICI API 2.0'''</span>
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**Introducing some masterdata APIs that will allow business applications to interact with ICI using standard API nomenclature for masterdata.  
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*<span style="color:#008000;">'''Enhancements to ICI Add-ins'''</span>
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The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:
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**''Icertis Experience for Word''
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***Displaying a set of 30 clauses per page with pagination for easy navigation between clauses listed on the clauses, clauses in templates and clauses in agreement pages.  
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***Providing extended attributes within the add-in for creation and modification of clauses and templates.
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***Allowing the deviation approver to view and directly approve or reject clause deviations in an agreement from within the add-in.
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***Displaying a validation message in clause content control enabling users to insert and tag clauses at the correct location in the document before publishing it. 
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**''Outlook Add-in''
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***Enhancing the Outlook Add-in by providing the ability to upload email in .docx or .msg format as associated documents for an agreement from within Outlook.   
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*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>
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**Introducing a legal playbook in the WordAI app that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.
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**Enhancing DiscoverAI to identify the different levels within a clause through a distinct visual representation of clauses with sub-sections displayed in a delineated view during the clause discovery process.
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**Enhancing the ICI discovery models to support clause and obligation discovery for additional languages such as German, Spanish and Portuguese.
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**Improving the inbuilt DiscoverAI model to identify additional attributes such as City, State, Zip Code, and so on. 
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*<span style="color:#008000;">'''Enhancements to Reports'''</span>
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**Introducing the Risk Assessment Report which is a trendline chart report that depicts the agreement aggregate risk score by their version. ICI’s AI algorithm identifies the playbook exceptions for a new version.
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**Introducing the Clause Summary Report to help clause administrators to understand and assess the impact of changes made to a clause.
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**Providing users the capability to generate a report as per the time zone of their choice from within the report itself. 
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*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>
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**Extending support for ICI dashboard widgets in the Icertis Experience for Salesforce Home page, so that users can perform all necessary actions from within Salesforce itself.
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**Supporting auto-renewal and reset expiry functionalities in Icertis Experience for Workday, thus saving time and avoiding data duplication.
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**Enhancing the generic integration framework to support custom pre- and post-processing hooks to considerably reduce implementation time, and allowing users to define and configure folder structure and file names as per the business requirement. 
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*<span style="color:#008000;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
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**In release 7.12, the Software Development Kit (SDK) was released to support partners for technical configuration. With this release, documentation for ICI coding guidelines, ICI developer methods, local environment setup using ICI binaries, and ICI customization and use cases are also available. 
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These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, platform tools, and so on.
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== Icertis Contract Intelligence&nbsp; ==
  
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*Refer to the detailed ''[http://int-wiki.cloudapp.net:8086/ICIHelp7.14/index.php?title=ICI_Help Wiki]'' documentation for the explanation and capabilities of these and all other ICI features and functionalities.
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=== Agreement & Platform&nbsp; ===
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*Refer to the [[#_Technical_Requirements_for|Technical Requirements]] for the release in this document.&nbsp;
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*Partners can access the Icertis Software Development Kit documentation [https://icertis365.sharepoint.com/sites/PartnerPortal/Shared%20Documents/Forms/AllItems.aspx?newTargetListUrl=/sites/PartnerPortal/Shared%20Documents&viewpath=/sites/PartnerPortal/Shared%20Documents/Forms/AllItems.aspx&viewid=29700541-b0d8-4150-b240-6aee2bc1cd05&id=/sites/PartnerPortal/Shared%20Documents/ICM%20Platform/Release%20Management/SDK here]. Icertis internal teams click [https://icertis365.sharepoint.com/sites/PM/Release%20Management/Forms/AllItems.aspx?csf=1&web=1&e=Pe8IWc&cid=e164ee54-11c8-49ad-a151-cc535011c793&RootFolder=/sites/PM/Release%20Management/C7%20Release%20Notes/Platform%20Core/7.12&FolderCTID=0x0120001C0CCA4C67C5754298A23D6FBE35622E here] to access the documents.
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&nbsp;
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'''A new collaboration experience with Microsoft Teams'''
  
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== ICI Application Enhancements ==
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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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<span style="color:#008000;">'''659853 – Upfront chevron view for agreement journey'''</span>
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The feature includes:
  
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In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination.&nbsp;<br/> Users can view the current status of an agreement on the Agreement Index or Details page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs.&nbsp;<br/> With this release, a horizontal chevron has been introduced, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.
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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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The colors of the chevron are indicative of the stage of the agreement. It displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
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Feature ID: 1188391
  
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1.&nbsp;Generate: Displays the list of actions taken by the user on the agreement before it is published.
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'''Negotiate and Update Agreements with the new Outlook Add-in'''
  
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2. Approve:&nbsp;Displays the list of approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them.&nbsp;
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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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3. Execute:&nbsp;Displays details such as internal/ external signatures that have either signed the agreement or whose signatures are pending.
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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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4. Manage:&nbsp;Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution.
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With the Outlook Add-in improvements, users can now do the following:
  
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'''Note''':&nbsp;
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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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*The chevron view is only applicable to agreement contract type (agreements and amendments).
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Feature IDs: 1137119, 1137121
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*By default, the chevron is disabled; it can be enabled for selected contract types.
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*The chevron labels support localization.
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'''<span style="color:#008000;">512931 – Visibility of sections on the left navigation pane to non-team users</span>'''
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'''Quick & Easy Agreement Creation'''
  
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The administrator can configure access control for users who are not part of the team to sections/ sub-sections in the left navigation pane at the contract type level. The non-team users are generally at a higher level in the organization and may want a quick glance at the contract.&nbsp;<br/> This can be achieved through a backend configuration for the non-team user role in panel mapping as required and is applicable to agreements, amendments, contract requests and association.<br/> &nbsp;
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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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<span style="color:#008000;">'''659725 – Ability to easily navigate to related entities in multi-level hierarchy'''</span>
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Feature ID: 1183356
  
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With this release, ICI Business Applications and Implementation teams get the flexibility to set smart link as a means of easy navigation across related entities.
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'''More Quick Action Options'''
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<div class="image-green-border">Configurators can:&nbsp;</div>
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*Configure a smart link across any ICI entity that defines the entity relationships.
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*Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities.
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Users can:&nbsp;
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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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*Click on the left navigation link from an agreement contract type that will render the smart link result in grid.&nbsp;  
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'''External Emails Split to Ensure Compliance&nbsp;'''
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*Access existing ICI grid’s capabilities such as such as export the smart link result or set to Excel/ CSV format for Smart Link results.
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Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/ search will also work for the right pane grid.<br/> The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop-down and under Smart Links icon on Entity Details page.<br/> For example, consider entities related in multi-level hierarchy as Agreement > Obligations > Fulfillments. Earlier, users had to navigate through obligations in order to access the child fulfillments. Users can now navigate directly from parent agreement to grandchild fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.<br/> &nbsp;
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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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'''Deviation management for text and tables outside content control'''
  
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'''<span style="color:#008000;">584439 – Introducing Contract Manager role for agreements&nbsp;</span>'''
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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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In the contracting process, a Contract Manager/ Owner manages or owns the agreement and is generally different from the user who has created/ initiated the agreement. This user who is managing the agreement might change from time to time. For example, User A may have ownership during authoring process, whereas User B might look after the agreement during the negotiation process.&nbsp;<br/> Hence, the Contract Manager role has been introduced to manage agreement ownership throughout the agreement lifecycle.<br/> With this release:&nbsp;
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'''Support for Microsoft Powerpoint documents'''
  
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*Assignment of the user against contract manager role in the team can be only achieved through event rules using action Add To Team.  
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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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*Only one contract manager is available inside the agreement at any given point of time.  
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*The contract manager will have provisions same as that of primary owner.
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*The contract manager name is displayed on the agreement Summary page.  
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*Agreements can be searched using the contract manager name.
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*Managing adhoc modification for contract manager role user will be restricted inside the agreement Team tab similar to primary owner role user.  
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&nbsp;
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Feature ID: 1183367
  
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<span style="color:#008000;">'''714872 – Improved document usability'''</span>
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'''Online Editing Of Own Paper'''
  
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Earlier, ICI placed each content control in a separate paragraph line. Dynamic clauses are added inside the blank content control and they get assembled when the rule is satisfied. Content controls of dynamic clauses for which the rules are not satisfied remain as placeholders.&nbsp;
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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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These placeholders show up as an extra line if the “paragraph control -is switched on. This is true for most of the legal user persona as when they review the document, they always keep this control on. This is identified as a usability concern as this is not only an issue for the customer user, but a bigger one for their customers/ suppliers as well.
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The following improvements can be observed:
  
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With this new functionality, now the end-user no longer views these as separate lines in the assembled document for assembled clauses that are not evaluated, thus improving the user experience and usability.
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*Documents with editable content control can be edited and and values are is synced seamlessly.
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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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*The empty content control will be displayed as blank instead of “obj”.
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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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With this release:
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Feature ID: 1287270&nbsp;
  
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*All the content controls are put together in a single paragraph on any line with valid content.
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'''Support for Inheritance of Bulk Associations&nbsp;'''
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*One paragraph is added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.
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*An empty paragraph following the clause is added if the preceding content is a clause. This will contain all the clauses that are not satisfied by the clause assembly rules.
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*If all the content controls are together, they appear in Icertis Experience for Word as part of the main paragraph.&nbsp;  
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*Clauses removed in the previous version are marked as deleted in the Clause Comparison Report and the user can insert a comment when editing the document.
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'''Note''':&nbsp;
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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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*Only file-based clauses are supported.
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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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*Custom fonts at the content control level of the rule-based clauses are currently not supported in the template.
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*Location-specific (such as center-justified) rule-based clauses cannot be tagged.
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*Numbering at the template level is not supported.
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*One paragraph will be added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.  
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*A clause with comments only will not be reassembled after the approved state unless the agreement is edited. This is handled through a technical configuration.  
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<span style="color:#008000;">'''555890 – Ability to create peer agreement from within the base agreement'''</span>
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Feature ID: 1278205&nbsp;
  
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Previously, it was possible to create an agreement from the Create Agreement page and link it to another agreement contract type and inherit values from it.&nbsp;<br/> With this release, you can create peer agreements directly from within their associated base agreement inheriting all the attribute values of the base agreement. For example, you can create a SOW directly from the MSA. This is achieved by enabling the following flags - Allow Peer Creation Wizard, Allow Multiple Instances and Allow Two-Way Linkage.
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'''Enhancement to Download all Agreement & Associated Documents in one click''' &nbsp;
  
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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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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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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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Feature ID: 980342&nbsp;
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'''Platform changes to enhance UX for Business Applications'''
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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;">'''732038 – Ability to use parent’s Organization Unit path when creating associated document'''</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;
  
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Previously, when creating an associated document, the Organization Unit path of the logged in user gets set, irrespective of the parent agreement’s organization unit path. However, when the parent document is updated, the associated document’s organization unit path is updated to reflect the parent document’s organization path.<br/> With this release, during creation, the organization unit path of the parent document will be displayed by default as the organization path for the associated document, thus improving the usability.&nbsp;<br/> For example, if the organization unit path of the logged in user is /Icertis, but the path of the parent agreement is /Icertis/autoproducts, then the associated document now displays the parent entity’s path i.e. /Icertis/autoproducts. Hence, both parent and child documents have the same organization unit path at the time of creation as well as updation.
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The user will be able to see a dedication section to the right of the page for viewing help information
  
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The user will be able to click on the ‘3-dot’ option on each card to edit the value of the key
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<div class="image-green-border">[[File:RN 8.1 4.png|720px|RN 8.1 4.png]]</div>
 
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This is applicable to the following associations:&nbsp;
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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
  
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*Import of Association (Line Item)
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&nbsp;
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*Auto Attachment Association
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<div class="image-green-border">[[File:RN 8.1 5.png|720px|RN 8.1 5.png]]</div>
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*Obligation/ Fulfillment (Association of Association)
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&nbsp;
  
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The existing event rules apply for the association creation and changes made to organization path via event rules are captured in the History.
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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
  
 
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<div class="image-green-border">[[File:RN 8.1 6.png|720px|RN 8.1 6.png]]</div>
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Feature ID: 1180864
  
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<span style="color:#008000;">'''575665 – Ability to capture multiple email IDs in a single data type'''</span>
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=== Administration & Configuration&nbsp; ===
  
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Previously, while processing agreements/ requests, email notifications were only being sent to the users who were provisioned in the ICI system.<br/> With this release, users will now be able to capture multiple email addresses at run time in a single attribute configured at the contract type level and send the automated email notifications. With this, the business processes and requirements emails are communicated in a better way.&nbsp;
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'''Quick Configuration with ICI Import Solution'''
  
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Users can now:&nbsp;
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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.
  
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*Capture multiple valid internal or external email addresses while working on agreements/ requests.
+
Using the Import Solution tool, ICI users can now:
−
*Configure email attribute in Notification Subscriptions as To, Cc and Bcc recipients.
+
  
−
&nbsp;
+
*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.
  
−
<span style="color:#008000;">'''583186 – Ability to add amendment on expired agreement'''</span>
+
'''Note:''' Support will be provided for up to 2 releases preceding the target ICI version.
  
−
Currently in ICI, users have to revive the agreement from expired to executed state by resetting its expiry date and can then add amendments to it.<br/> With this release, the process is standardized by providing the option to add amendments to expired agreements. The amendment creation for expired agreement follows the existing ICI amendment workflow. The agreement is then revived by extending its expiry date as per the amendment.&nbsp;<br/> The Add Amendment action is configurable through role action mapping on the expired state of agreement. By default, the primary owner, secondary owner and contract manager can add amendments to the expired agreements.<br/>  
+
*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
  
−
<span style="color:#008000;">'''593928 – Ability to configure sender email ID for automated emails'''</span><br/> Previously in ICI, all automated emails were sent with one generic email ID based on the set up done for subscription under the notifications.<br/> With this release, the capability is provided to configure the sender’s email ID (From email address) dynamically based on the specific contract type or instance of a record.&nbsp;<br/> Administrators can now:
+
Feature ID: 1262996&nbsp;
  
−
*Configure the sender information while setting up the subscription under notifications using the specific user and/ or user attribute information in the agreement.
+
'''Contract Types can now be locked for editing&nbsp;'''
−
*Configure the email addresses for Reply To in the subscriptions setup which recipients can revert to.
+
−
*Send automated notifications from the configured email address with the configured Reply To user email addresses.
+
  
−
&nbsp;
+
Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.
  
−
'''<span style="color:#008000;">593938&nbsp;– Time Zone support for date dependent automated processes</span>'''
+
Product enhancements include:
  
−
In ICI, there are scheduled jobs that perform certain actions on the agreements based on conditions. For example, an executed/ reviewed agreement gets expired based on the expiry date by a scheduled job. These scheduled jobs followed the Universal Time Zone (UTC) for taking actions on activities of agreement status changes.&nbsp;<br/> To satisfy the requirements of our customers worldwide, ICI now provides the flexibility for enterprise organizations to track the time zone/ region based on their regional offices or as needed by their vendors/ suppliers, etc. A time zone attribute is now provided that supports date factor which needs to be considered for the instance of an agreement.
+
*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.  
  
−
With this release:
+
Feature ID: 1212463&nbsp;
  
−
*Users can configure a time zone attribute to track activities such as expiration, termination, auto-renewal, assignment and auto-supersede (supersedable by assignment, supersedable by amendment, supersedable by termination).
+
'''Enhancements to Legacy Upload Tool'''
−
*Based on selected time zone, day light saving constraint will be taken care of by mentioned scheduled job activities.
+
−
*Scheduled jobs can be run based on the time zone captured on the agreement instance or based on the default behavior to follow UTC if the time zone is not configured or not captured on the agreement instance.
+
−
*ICI application will take care of running scheduled jobs in different time zones which helps to consider multiple time zones used by an organization within the same ICI instance.
+
−
*Expiry task is enhanced so that agreements expire at end of the day based on the expiry date.
+
  
−
'''Note''':&nbsp;The time zone-based processing can be enabled for all the contract types across the ICI through a technical configuration. If time zone selection is enabled for the specific agreement at the contract type level, it then overrides the time zone at the system level.
+
The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.
  
−
&nbsp;
+
*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;">512930 – Triggering service bus events for all actions</span>'''
+
Feature ID: 1069763
  
−
For implementation of outbound integrations, they will be listed on various event messages to performance downstream or upstream actions as per customer requirements. To do so, the missing event messages must be added for outbound integrations. Icertis integrates with customers using message bus, where they will be actively subscribing to all the events triggered by ICI.&nbsp;<br/> With this release, subscribers will receive a notification if the agreement expiry has been reset. The subscriber will be informed about the update only when the agreement is updated.&nbsp;<br/> The following system events are published on the message bus - Reset Agreement Expiry, Peer Agreement Association Creation, Peer Agreement Association Deletion, and Confidential and Non-Confidential Actions.<br/> &nbsp;
+
'''Unique clause and template code for every environment'''
  
−
<span style="color:#008000;">'''545126 – Availability of business status value in ICI event messages'''</span>
+
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.
  
−
For outbound integrations to work seamlessly, the business status values along with the ICI status is required. Previously, the business status values were not available in event messages.<br/> With this release, the event messages will also be available on adding items in the data properties via a hook to add the key/ values. This will be fetched at the time of custom integration. This flexibility can also be extended to add other key/ values as per the business requirement.<br/> &nbsp;
+
Feature ID: 938126
  
−
<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>
+
'''Template and Clause creation options in Microsoft Word'''
  
−
ICI provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these&nbsp;extended attributes&nbsp;to agreements and associated documents.
+
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.
  
−
With this release, many ICI capabilities will now support the extension attributes in the same way as normal attributes.
+
Feature ID: 1187041
  
−
Users can now:
+
'''Show or Hide confirmation messages in Microsoft Word&nbsp;'''
  
−
*Configure conditional&nbsp;attributes,&nbsp;tracking&nbsp;attributes,&nbsp;computations&nbsp;(enable expressions)&nbsp;to use as&nbsp;extended&nbsp;attributes.
+
Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.
−
*Save extension attributes selection as a template for reuse.
+
−
*Control access privileges&nbsp;for&nbsp;extended&nbsp;attributes based on the user role.
+
−
*Maintain audits for the&nbsp;extended&nbsp;attributes.  
+
  
−
&nbsp;
+
Feature ID: 1187044
  
−
<span style="color:#008000;">'''551122 – Localization support for clauses into templates'''</span>
+
=== Technology Updates ===
  
−
Previously in ICI, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, users had to create multiple templates to be able to create agreements in different languages.
+
'''ServiceBus upgraded to Azure.Messaging.ServiceBus'''
  
−
With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template with localized clauses that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
+
“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”. &nbsp;<br/> <br/> This is a Microsoft recommended upgrade and provides the following improvements:
  
−
&nbsp;
+
*Up-to-date, streamlined Azure.
 +
*More accurate messaging without any anomaly or junk data in the message characters.
  
−
<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span><br/> Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in User Preference. If the attribute had a lookup with a localized value, its rule would not get triggered as the rule was supported only in English.
+
<br/> Feature ID: 940871
  
−
With this release, users will be able to:
+
'''Authentication Library and Graph API update'''
  
−
*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on the create/edit page.&nbsp;
+
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.
−
*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.&nbsp;
+
−
*Configure any rule type as all rules now have localization support.
+
−
*Evaluation of localized values will be supported for all rule types given that the rule is configured in the English language.  
+
  
−
&nbsp;
+
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:
  
−
<span style="color:#008000;">'''551105 – Ability to define nomenclature for Association Agreement Code for Peer and child entity'''</span>
+
*User Provisioning&nbsp;
 +
*Bulk Action&nbsp;
 +
*Integration - SFDC, GIF (Generic Integration Framework), MSCRM &nbsp;
 +
*Reporting&nbsp;
 +
*Key Vault&nbsp;  
  
−
Previously in ICI, tracking individual associated records such as line items, rounds and awards back to their related RFQ was tedious.
+
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].
  
−
With this release, ICI provides a capability to define a custom agreement code with reference to the peer and parent-child contract type at the time of creating associations for that agreement contract type.
+
Feature ID: 1276938
  
−
Users can now:
+
=== API Enhancements ===
  
−
*Set a boolean attribute to define the custom nomenclature for the selected association contract type which can be either peer or parent-child.&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.
−
*Define the separator for the association agreement code with available options.&nbsp;
+
−
*Define the parameters for the association agreement code from the available selection attributes such as parent attribute, selected association attributes and agreement code suffix.<br/> &nbsp;
+
−
<div class="image-green-border">[[File:7.12 Custom Agreement Code 3.png|720px|7.12 Custom Agreement Code 3.png]]</div>
+
−
'''Note:''' Users will be redirected to the ''Create Agreement ''wizard while creating associations for the agreement contract type that has custom nomenclature enabled.
+
  
−
&nbsp;
+
Following APIs are upgraded to API 2.0 versions in this release:
  
−
<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span>
+
[[File:RN 8.1 7.PNG|720px|RN 8.1 7.PNG]]
  
−
ICI supports adding associations to an agreement in various forms, such as documents and tables.
+
[[File:RN 8.1 8.PNG|720px|RN 8.1 8.PNG]]
  
−
With this release, ICI has now extended support to 200 records that can be assembled in an Association tagged as a table.
+
[[File:RN 8.1 9.PNG|720px|RN 8.1 9.PNG]]
  
−
&nbsp;
+
[[File:RN 8.1 10.PNG|720px|RN 8.1 10.PNG]]
  
−
<span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span>
+
[[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]]
  
−
ICI provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as Parent, Child or Peer. The Linkage Type field is enabled through technical configuration.
+
[[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]]
  
−
With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer or child associations.
+
[[File:RN 8.1 15.PNG|720px|RN 8.1 15.PNG]]
−
<div class="image-green-border">[[File:7.12 Linkage Type 10.png|720px|7.12 Linkage Type 10.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>
+
[[File:RN 8.1 16.PNG|720px|RN 8.1 16.PNG]]
  
−
ICI now provides the capability to define new roles for agreements, amendments and associated documents as per business requirements and control their access using existing ICI functionalities (such as Role Action Mapping, Attribute Group Privileges and Security Groups).
+
[[File:RN 8.1 17.PNG|720px|RN 8.1 17.PNG]]
  
−
'''Note:''' Custom roles do not support the workflow actions dependent upon other action requests (For example, workflow actions ''Approve'' and ''Reject'' for ''Send'' ''for'' ''Approval ''action).
+
[[File:RN 8.1 18.PNG|720px|RN 8.1 18.PNG]]
  
−
&nbsp;
+
[[File:RN 8.1 19.PNG|720px|RN 8.1 19.PNG]]
  
−
<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>
+
[[File:RN 8.1 20.PNG|720px|RN 8.1 20.PNG]]
  
−
Previously in ICI, the existing agreement’s template version was used to create a copy during ''Copy Record'' process even if the updated latest template was available in the system.
+
[[File:RN 8.1 21.PNG|720px|RN 8.1 21.PNG]]
  
−
With this release, the source agreement’s latest approved template will be selected by default to create the copy.
+
[[File:RN 8.1 22.PNG|720px|RN 8.1 22.PNG]]
  
−
&nbsp;
+
[[File:RN 8.1 23.PNG|720px|RN 8.1 23.PNG]]
  
−
'''<span style="color:#008000;">547854 – Ability to implement bulk association to support large volume data of associations</span>'''<br/> The bulk associations capability has enabled ICI to handle large number of associations in the tune of thousands, by presenting itself as a lightweight association as well as tremendously improving performance.&nbsp;
+
[[File:RN 8.1 24.PNG|720px|RN 8.1 24.PNG]]
  
−
The bulk association configuration has now been simplified by providing a Enable Bulk Processing flag at contract type definition level which triggers a set of defaults that has been intentionally restricted. The end user experience for the bulk association has not changed from the way that the conventional association is handled from the UI, rather the underlying data structure has been further enhanced to make it go the distance.&nbsp;
+
[[File:RN 8.1 25.PNG|720px|RN 8.1 25.PNG]]
  
−
Performance has been the key while introducing and designing this new association, which has given way to the new type of instance, namely the Proxy Instance, which is retrieved in every GET call. The actual instances are referred by using this proxy instance, thereby reducing the load on the GET APIs. Specialized GET and SET APIs have also been introduced for bulk associations to improve its adaptability and ease-of-use.
+
[[File:RN 8.1 26.PNG|720px|RN 8.1 26.PNG]]
  
−
Bulk associations have very effectively consumed the Elastic Search Bulk API to sync a large set of data at one go, rather than the traditional way of one instance at a time, adding to the boost in performance.
+
[[File:RN 8.1 27.PNG|720px|RN 8.1 27.PNG]]
  
−
Bulk association is tweaked to be able to address the large data situation that Sourcing apps require, including:
+
[[File:RN 8.1 28.PNG|720px|RN 8.1 28.PNG]]
  
−
*Disabling the workflow.&nbsp;
+
'''API Deprecations'''
−
*Restricting the system associations to just team.&nbsp;
+
−
*Restricting document assembly.&nbsp;
+
−
*Simplifying the association team by maintaining team at proxy level to use access level as ALL or NONE, using a layer over the existing robust ICI authorization.&nbsp;
+
−
*Restricting indexing of bulk associations attributes in the parent, which can be achieved through a technical configuration.&nbsp;
+
−
<div class="image-green-border">[[File:547854 Ability to implement bulk association to support large volume data of associations.png|720px|547854 Ability to implement bulk association to support large volume data of associations]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''609753 – Enabling FIPS (Federal Information Processing Standards) compliance in ICI'''</span>
+
Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.
  
−
With this release, ICI has enabled support for FIPS compliant encryption algorithms.
+
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.
  
−
&nbsp;
+
=== Mobile App Update&nbsp; ===
  
−
== Mobile App Updates ==
+
'''Improved Security on Mobile Devices with SafetyNet Attestation API'''
  
−
'''<span style="color:#008000;">629922/635972&nbsp;– ICI mobile application management support for Microsoft Intune</span>'''<br/> In our effort to consistently improve user experience and ensure the security of our users, ICI has extended support for Microsoft Intune in our Mobile Application Management (MAM).&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.
  
−
Our employees, customers and partners use mobile devices for personal and professional tasks. While ensuring productivity, we also want to prevent data loss, both - intentional and unintentional. The MAM app protection policies allow users to manage and protect their organization's data within an application.
+
'''Note: '''The SafetyNet Attestation API is supported Android version 8.0 onwards.
  
−
The ICI Mobile App which is available in the App/Play Store is ready to use for app protection policies but not for app configuration policies.&nbsp;
+
Feature ID: 1095223
  
−
Microsoft Intune is a scalable cloud service architecture that leverages cloud for insights and baselines for our security policies and configuration settings. It helps safeguard data that is not managed by ICI and used by employees, customers or partners to access work files.
+
== AI Applications&nbsp; ==
  
−
The key benefits of making ICI MS Intune-compatible include:&nbsp;&nbsp; &nbsp;
+
Usually, the implementation team spends a lot of time analyzing and training the AI model for the discovery of the new attributes. With this release, ICI is extending the number of pre-trained attributes so that the AI apps implementation project can be expedited. ICI previously had added 23 out-of-the-box attributes and introducing 15 additional attributes in this release, making it a total of 38 new attributes as a part pre-trained model. Customers can now start using attributes from pre-trained model with no or very little retraining.
  
−
*Protecting company data at the App level, for both – managed and unmanaged devices, as the management is based on user identity.
+
The additional attributes are:
−
*Ensuring App layer protections are in place. For example:&nbsp;
+
−
**Entering a pin to open the App in work context
+
−
**Controlling the sharing of data between Apps
+
−
**Preventing the saving of company App data to a personal storage location 
+
−
*Supporting Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management. For example:
+
−
**Entering a pin to access the device
+
−
**Deploying managed apps to the device
+
−
**Deploying apps to devices through your MDM solution 
+
−
*Using App protection policies, with or without MDM, at the same time. For example, you may choose to use a company issued phone with both – MDM and App protection policies, whereas, a personal phone may be protected by only the App protection policies.
+
−
*Applying a MAM policy to the user without setting the device state. The user will get the MAM policy on both - the BYOD (bring-your-own-devices) and the Intune-managed device. You can also apply the MAM policy based on the managed state.
+
  
−
'''Note:''' The policies do not apply when using the App in personal context and does not affect end-user productivity.&nbsp;
+
*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
  
−
ICI Administrators can configure the ICI mobile application as a managed App using Intune configuration policies. To avail the benefits of Intune MAM settings, users have to download the ICI application from the Intune store set by the ICI Administrator and set company portal policies on their mobile phones.
+
Feature ID: 1187824
  
−
Administrators can now:
+
=== Enhancing the scope of DiscoverAI app& Negotiate AI differentiation ===
  
−
*Enroll the device in Microsoft Intune.
+
Discover AI helps users to identify attributes and clauses in browser and save them in the system.
−
*Configure the access privileges for users and user groups for ICI Mobile application using Microsoft Intune policies.
+
−
*Pre-configure the system URL so that users do not need to enter it every time.
+
−
*Manage and protect organization's data within an application.  
+
  
−
&nbsp;
+
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;
  
−
== ICI API Enhancements&nbsp; ==
+
*The following actions/functionalities will be available under the Discover AI license in Icertis experience for Word:&nbsp;  
−
<div class="image-green-border">
+
*Discovery of attributes and clauses.&nbsp;  
−
<span style="color:#008000;">'''553319 – Additional APIs for amendments, contract requests and searches in ICI API 2.0'''</span>
+
*Confirm, Confirm with Deviation, Ignore, Compare and Replace the clauses based on discovered clauses data.&nbsp;
 +
*Select the Matched Clause from the library.&nbsp;
  
−
With this release, some new APIs have been introduced that will allow business applications to interact with ICI using standard API nomenclature for amendments, contract requests and searches.
+
Feature ID: 1284012
  
−
These include:
+
== Reports Enhancements ==
  
−
*Amendment APIs&nbsp;
+
=== Data for agreements awaiting signature in reports ===
−
**In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system. 
+
−
*Contract Request APIs
+
−
**In addition to the existing APIs to manage contract requests, new APIs have been added to support getting and adding associations in a contract request. 
+
−
*Search APIs
+
−
**Search API have been added to allow users to query agreements and related entities across multiple contract types.
+
−
**Search APIs have been added to allow creating,&nbsp;executing and deleting saved searches. 
+
  
−
&nbsp;
+
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.
−
</div>
+
−
== Enhancements to ICI Add-ins&nbsp; ==
+
  
−
<span style="color:#008000;">'''619841 – Introducing the new and improved Icertis Experience for Word'''</span>
+
This enhancement applies to the following reports:
  
−
With this release, two ICI Add-ins, NegotiateAI and Icertis Experience for Word, have been merged to provide users a seamless experience.&nbsp;<br/> Icertis Experience for Word can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;
+
[[File:RN 8.1 29.PNG|520px|RN 8.1 29.PNG]]
  
−
It is now possible for ICI Administrators to configure and setup Icertis Experience for Word.&nbsp;
+
Feature ID: 1071182
  
−
Using Icertis Experience for Word, users:
+
=== Custom reporting views using JSON&nbsp; ===
  
−
*Can work with templates, clauses and agreements.&nbsp;
+
Developers can now create new custom reports views using Stored Procedures (SP) and JSON files. This feature gives flexibility to organizations to easily develop new reports relevant to their business requirements.
−
*Perform different tasks such as creating, editing and deleting template variables. &nbsp;
+
−
*Tag attributes, clauses, associations, signatories and template variables.&nbsp;
+
  
−
'''Note: &nbsp;'''
+
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.
  
−
*Users can view and edit only those clauses and agreements for which they have Manage privilege in ICI.&nbsp;  
+
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.
−
*To edit an agreement, a user needs to download the agreement document and open it in Icertis Experience for Word.&nbsp;
+
−
<div class="image-green-border">[[File:619841 Introducing the new and improved Icertis Experience for Word.png|720px|619841 Introducing the new and improved Icertis Experience for Word.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''487082 – Ability to perform agreement workflow actions from Icertis Experience for Word'''</span>
+
Feature ID: 1208472
  
−
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement workflow related tasks, users had to switch to ICI Web.&nbsp;&nbsp;&nbsp;&nbsp;
+
=== Dataset and seeded dashboard for Proposal Management application ===
  
−
Now, users can directly perform agreement actions such as ''Send for Approval, Approve, Reject,'' and''Recall'' from Icertis Experience for Word itself, instead of navigating to ICI Web.
+
A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.&nbsp;&nbsp;
−
<div class="image-green-border">[[File:487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png|720px|487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png]]</div>
+
−
&nbsp;
+
  
−
'''<span style="color:#008000;">571651 – Ability to view deviations in Icertis Experience for Word</span>'''
+
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.
  
−
With this release, the deviated clauses will be highlighted in the latest version of the agreement within Icertis Experience for Word. Clause deviation details such as ''Status, Deviated by, Deviated on'' as well as a link to view the agreement in ICI are displayed.
+
Feature ID: 1232650
−
<div class="image-green-border">[[File:571651 Ability to view deviations in Icertis Experience for Word.png|720px|571651 Ability to view deviations in Icertis Experience for Word.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+
−
== Enhancements to Artificial Intelligence Applications in ICI ==
+
  
−
<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span>
+
=== Attribute Information Report Enhancements ===
  
−
510546 – Establishing a contract lineage using AI<br/> Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract.&nbsp;
+
The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.
  
−
ICI has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;<br/> <br/> Contract owners can now:&nbsp;
+
*Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute
  
−
*Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.
+
Feature ID: 1158976
−
*Get a consolidated view of changes by grouping them into weeks, months, quarters or years.
+
−
*View the previous and changed values of individual attributes, clauses, and so on.
+
−
*Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.
+
−
<div class="image-green-border">[[File:510546 Establishing a contract lineage using AI.png|720px|510546 Establishing a contract lineage using AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:510546 Establishing a contract lineage using AI2.png|720px|510546 Establishing a contract lineage using A2]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''575397 – Improved AI discovery model'''</span>
+
=== Edit SSRS Reports without customization ===
  
−
ICI’s existing discovery model discovers 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents.&nbsp;<br/> With this release, the process of discovering attributes and clauses has been improved to achieve better accuracy by training the in-built discovery model with a wide variety of agreements.&nbsp;
+
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:
  
−
The existing ObligationAI model has been enhanced to discover the obligations in a more robust and accurate manner.<br/> <br/> Key highlights of this feature are:&nbsp;
+
*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 overall discovery accuracy of out-of-the-box attributes has been improved by more than 15%.
+
Feature ID: 744814
−
*With the enhanced model, the discovered values of out-of-the-box attributes such as payment terms, notice period for termination, auto renewal, evergreen agreement, compliance standard mentioned in agreement, contract value, etc. are near perfect.
+
−
*ObligationAI model is improved to identify following types of obligations out-of-the-box:  
+
−
**Contract deliverables, compliance and audit, performance related obligations, project prerequisites and assumptions, incident management, contract governance, payouts and invoicing as well as contract termination. 
+
−
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">602198 – Support for user created attributes in NLP search</span>'''</div>
+
−
In the previous release, the ICI AI-enabled mode of searching supported querying on system and seeded attributes using a spoken language statement.
+
  
−
With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “''contracts in region as EMEA''” would fetch the correct results even if “region” is a display name of a user defined attribute. In addition to this, NLP search is also enhanced to consider string operators such as “''starts with''” and “''contains''”, for example, “''contracts where supplier name starts with Adobe''”.<br/> &nbsp;
+
=== Report-based edit access for Power BI reports ===
  
−
<span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</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
  
−
Previously, contract negotiators had to periodically visit the AI discovery section to check for discovery completion. Then, they had to switch to the ''Document View'' in order to review the recommendations given by the AI algorithm.
+
=== Maintainance and storage optimization with a Common Data Model for Clause-based reports ===
  
−
With this release, when contract negotiators trigger the discovery process, they can readily view the progress of AI discovery within the agreement details page.
+
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
  
−
When the discovery for one of the entities is complete, contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, tables and obligations are displayed alongside the agreement document. On clicking any of the discovered entities, the system automatically scrolls to the page where that entity is present in the document.
+
=== SSRS Reports now available with Power BI ===
−
<div class="image-green-border">[[File:575399 UX revamp to display discovered entities and original document side-by-side.png|720px|575399 UX revamp to display discovered entities and original document side-by-side.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
<span style="color:#008000;">'''575455 – Improved discovery process performance and parallel processing of multiple documents'''</span>
+
  
−
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document sequentially. The time taken to complete the discovery of documents was also considerably high.
+
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:
  
−
With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time. Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.
+
*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;
  
−
The duration of document discovery has now been significantly reduced. On an average, the time taken to complete the discovery process of a typical contract has been improved by more than 100%. For very large contracts with 100+ pages, the discovery performance has been improved by over 500%.
+
Feature IDs: 1214787, 1214720, 1223598<br/> &nbsp;
  
−
&nbsp;
+
== Salesforce Integration&nbsp; ==
  
−
== Enhancements to Reports ==
+
=== &nbsp;Activity Object and Trigger Simplification in Salesforce Adapter ===
  
−
<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>
+
The following enhancements are made to the SFDC Manage package Adapter:
  
−
ICI offers the functionality to classify ''Business Application Type/ Contracting'' agreement type at contract type level. With this release, core reports will be limited to ''Contracting'' business&nbsp;application type.
+
*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.  
−
<div class="image-green-border">[[File:7.12 Reporting 1.png|720px|7.12 Reporting 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+
*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.
−
Users with access to standard and insights reports will only be able to see data related to agreements with ''Contracting'' business application type. Thus, the reporting data would not contain any sourcing agreements.
+
*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.  
  
−
This is applicable to the following reports - Agreement Clause Content Report, Agreement Deviation Report, Agreement Pending Approval Report, Agreement Pending Execution Report, Approved Request Waiting for Contract Creation Report, Average Agreement Turnaround Time Report, Clause Deviations Report, Clause Profiling Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreement Report, Expiring Agreement Report, Signature Type Report, Template Clause Report, Analytics Deviation Insights Report, Analytics Deviation Insights Report – KnowMore and Analytics Clause Insights Report.
+
'''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.
  
−
Only contracting reports are shown in the ''Contract Type'' filter.
+
Feature ID: 1066353
−
</div> <div class="image-green-border">
+
−
[[File:7.12 Reporting 2.png|720px|7.12 Reporting 2.png]]
+
−
</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''567137 – Ability to add datasets for associated documents in Power BI for obligation and management'''</span>
+
=== User Experience for Salesforce Revamped ===
  
−
In order to have a comprehensive view of the state of obligation, compliance users needed to have self-serve ways to build reports and dashboards. Users have now been given the flexibility to build reports on obligation compliance across hierarches – from agreements and obligations to fulfillments and fulfillment evidences.&nbsp;
+
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.
  
−
<br/> With this release, users have the option of slice and dice for viewing and narrowing down to the right type of obligations for any given context. Advanced analytics with Power BI is the ICI offering to let customers create and view custom reports. Users will now have Obligation Management application datasets for agreement, obligation and fulfillment entities in the Power BI data model as well.&nbsp;
+
These are the enhancements that have been introduced:
  
−
With the additional data sets, users will be able to generate reports on Power BI such as for:
+
*&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.
  
−
*The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.
+
'''Note:''' The implementation team will provide a list of native and i-frame components.
−
*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.
+
−
<div class="image-green-border">[[File:7.12 Reporting 3.png|720px|7.12 Reporting 3.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>
+
Feature ID: 1186642
  
−
ICI has now extended support for ''Service Principal Authentication'' method to authenticate Power BI resources for advanced analytics. It has been implemented as the default method of Power BI authentication for improved security. However, the option to continue with the current authentication method of using user credentials for Power BI is still available.
+
== eSign Integration&nbsp; ==
  
−
&nbsp;
+
=== Integration Support for DocuSign using JWT authentication ===
  
−
<span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span><br/> While creating reports, users with access to Advanced Analytics will now be able to see Business Application Type field in the agreement table of the Power BI data models.
+
The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.
  
−
Since the Create Report functionality is common to sourcing and contracting, this field allows users to segregate data for sourcing and contracting.
+
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.
  
−
&nbsp;
+
Feature ID: 1000798
  
−
<span style="color:#008000;">'''573000 – Sub-role included in User Profiling, Agreements Pending Approval and Detailed Reports'''</span><br/> ICI provides the ability to define sub-roles for the approver role. With this, all the capabilities of the approver are enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.&nbsp;
+
=== DocuSign API upgraded from 2.0 to 2.1 ===
  
−
With this release, the User Profiling Report, Agreements Pending Approval Report and Detailed Report have now been modified to display the approver sub-roles such as Contract Admin, Legal Approver, and so on.
+
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.
  
−
&nbsp;
+
Feature ID: 1060689
  
−
'''<span style="color:#008000;">573621 - Enhancement to reports processing error message</span>'''<br/> Previously, when viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:<br/> An error occurred during report processing, if the issue persists kindly contact customer support team.
+
=== Adapting webhook feature of Adobe Sign ===
  
−
Reports impacted include Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Analytics Clause Insights Report, Analytics Deviation Insights Know More Report, Analytics Deviation Insights Report, Approved Requests Waiting For Contract Creation Report, Attribute Information Report, Attribute Value Report, Average Agreement Turn Around Time Report, Clause Deviations Report, Clause Profiling Report, Clauses Pending Approval Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreements Report, Expiring Agreements Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
+
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.
  
−
&nbsp;
+
Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:
  
−
<span style="color:#008000;">'''601540 - Deprecating Template Clause Report as dashboard KPI'''</span><br/> With this release, the Template Clause Report will only be accessible from the Reports tile. It has been deprecated as dashboard KPI as it only identified the average number of clauses per template across ICI and displayed a single number on the dashboard. The performance slowed down the dashboard loading process as the KPI involved calculation and aggregation of data.
+
*Identifying the signatory requesting a callback
 +
*Identifying for which event or action the callback is requested
 +
*Concisely updating the status in ICM
  
−
&nbsp;
+
'''Note:'''&nbsp; Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.
  
−
== Integrations ==
+
Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.
  
−
<span style="color:#008000;">'''573373/573377/573379 – Generic Integration Framework to support contract requests, associations and amendments via ASB'''</span><br/> Previously, ICI supported a generic ASB adapter for inbound and outbound integration for agreements. With this release, support is provided for contract requests, associations and amendments.&nbsp;
+
Feature ID: 1091947
  
−
Using an external application, users will now be able to:
+
=== Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups ===
  
−
*Create and update contract requests in ICI.
+
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.
−
*Create associations to an existing agreement or RFx record in ICI. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data.
+
−
*Update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;
+
−
*Add and update team information for agreements and contract requests via ASB.
+
−
*Validate mandatory attribute fields for masterdata, agreements, contract requests or amendments.  
+
  
−
&nbsp;
+
This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.
  
−
<span style="color:#008000;">'''594454 – Support for JSON files and Blob connectors'''</span><br/> Previously, CSV files were supported for masterdata upload using ASB and SFTP, whereas text-based files were supported for uploads using SFTP.&nbsp;
+
Feature ID: 1220095
  
−
With this release, the file-based integration will additionally support JSON file format, while also supporting Blob connectors. Additionally, a new attribute Post Process Log has been added, which indicates the Service Bus topic to which the payload will be moved after its processing.&nbsp;
+
=== Changes in IP whitelisting process for eSign adapters ===
  
−
In addition to post process logs, persistent logs have also been introduced in the ICI database for all processing failures. These logs will be used for reporting purposes.
+
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.
  
−
&nbsp;
+
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.
  
−
<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span><br/> Previously, ICI users could manage and execute contract management tasks using Salesforce Classic and Lightning user interface. The Icertis Experience for Salesforce introduced support for the following actions at the grid level - Assemble, Download and Send for Approval.&nbsp;
+
'''Note''': Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.
  
−
With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICI . The agreement can be sent for review to multiple users by selecting the users from the available list.
+
Feature ID: 1193062
  
−
'''Note:''' If a user wants to view or edit a contract record, they will still have to double-click the contract record which will open the contract details page in Salesforce.&nbsp;
+
=== Update eSign document with correct status ===
  
−
&nbsp;
+
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.
  
−
<span style="color:#008000;">'''537774 – Ability to configure automated contract/task creation based on Opportunity/Quote'''</span>
+
Feature ID: 1193061
  
−
Previously, users could only manage contracts using the Icertis Experience for Salesforce. They did not have the option to automatically initiate a contract based on an Opportunity or Quote status.
+
== Sourcing&nbsp; ==
  
−
With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.
+
The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).
  
−
Salesforce Administrators can now:
+
=== Support for new RFx type-RFP ===
  
−
*Configure the Opportunity or Quote status which can automatically trigger the contract creation.
+
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.
−
*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.
+
−
*Define the Type of Paper to be used as Own or Third Party.
+
−
*Configure automated contract creation or automated task creation to initiate the contract creation process:
+
−
**For auto-creation of contracts, the ICI Experience for Salesforce can be configured to create a combination of contracts to be auto-generated based on the opportunity or deal type.
+
−
**For auto-creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created.  
+
  
−
&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.
  
−
<span style="color:#008000;">'''574458 – ICI task integration to Salesforce tasks'''</span>
+
Key RFP features:
  
−
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself, but not ICI tasks.&nbsp;
+
*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.
  
−
With this release, Salesforce users can now manage ICI tasks from within Salesforce. ICI Administrators can configure ICI task integration with Salesforce so that the tasks created in ICI are pushed to Salesforce. This allows users to view task details with attributes such as ''Task Name'', ''Status'', ''Priority'', ''Due Date'' within Salesforce itself.
+
Feature ID: 404602
  
−
&nbsp;
+
=== Improved Sourcing workflow with Sourcing Request ===
  
−
'''<span style="color:#008000;">541825 – Integration with the new eSignature platform &nbsp;&nbsp;</span>'''
+
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.
  
−
With this release, customers can now use ''Namirial eSignAnyWhere'' as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign, or decline to sign, or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories.&nbsp;&nbsp;
+
Sourcing Request features:
  
−
Contract administrators can track the status of the agreements sent for signature within ICI. They can also recall the agreement sent for signature, if it was not signed by all parties.
+
*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.  
  
−
&nbsp;
+
Feature ID: 611297
  
−
<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span><br/> ICI enhanced the adaptability/flexibility of the eSignature interface, by making it possible to develop and integrate adapter for any new electronic signature provider based on customer requirements.
+
=== Ordering and additional data types for Questions in Questionnaire ===
  
−
&nbsp;
+
We have made the following enhancements to Icertis Sourcing to improve the user experience when working with Questions and Questionnaires:
  
−
'''<span style="color:#008000;">569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;</span>'''<br/> Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;
+
The order of Questions and questionnaires in RFx can be set and modified as per the preference of users.
  
−
With this release, ICI has extended the support for enabling electronic seal tags in templates that will be used for marking electronic seals during the signature process using DocuSign. The support of electronic seals will help the organization’s legal teams to certify the integrity and the origin of the contracts.
+
The following data types are now supported for questions in RFx:
  
−
&nbsp;
+
*Boolean
 +
*String
 +
*Choice
 +
*Multi Choice
 +
*Currency
 +
*DateTime
 +
*Number
 +
*Percentage
 +
*Text Area
 +
*Rich Text Area&nbsp;&nbsp;
 +
*Email
 +
*File Selection
  
−
<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span><br/> As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed.&nbsp;
+
'''Note''':
  
−
With this release, when ICI is set up on non-production environments, Adobe Sign emails can be redirected to other email addresses, so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose. This can be achieved through a technical configuration.
+
*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.  
  
−
&nbsp;
+
Feature ID: 896873
  
−
<span style="color:#008000;">'''Digital Adoption Integration – Whatfix (White labelled)'''</span><br/> Enterprise customers today use dozens of applications to conduct their business functions. The introduction of any new application introduces a steep learning curve which is the number one time and adoption killer. This integration will allow users to quickly ramp up on ICI UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.&nbsp;<br/> This integration will provide the following to end users:&nbsp;
+
== Obligation Management&nbsp; ==
  
−
*'''Self Help Box:''' With a list of walkthroughs and links to Icertis Help content i.e when a customer searches the self help, they will see Whatfix guided walkthroughs and links to ICI help articles.
+
The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM8.1.0.404).
−
*'''Guided Walkthroughs:''' Customers have guided walkthroughs for core ICI scenarios which help them to use the ICI platform only. These include:
+
−
**How to create an agreement
+
−
**How to send an agreement for approval
+
−
**How to approve an agreement
+
−
**How to create a contract request&nbsp;
+
−
**How to edit the dashboardHow to search for an agreement 
+
  
−
'''Note:''' These workflows will not replace and are not a substitute for the business and contracts specific Whatfix workflows customers use today.&nbsp;
+
=== An interface to quickly add obligations discovered by AI ===
−
<div class="image-green-border">[[File:7.12 Whatfix RN.png|720px|7.12 Whatfix RN.png]]</div>
+
−
These core workflows have been created by Whatfix and will be enabled on a customer by customer basis during deployment. This is done via:
+
  
−
*Getting a specific EnterpriseId from Whatfix.
+
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.
−
*Updating the following config keys with the EnterpriseID:
+
−
**Core.Integration.WhatfixEnterpriseId
+
−
**Core.Integration.WhatfixUriWithEnterpriseId 
+
−
*Whitelisting the Whatfix.com domain within the Content Security Policy.  
+
  
−
&nbsp;
+
The interface to review and create obligations in bulk saves users much time and manual effort.
  
−
== ICI Platform Tools ==
+
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.
  
−
<span style="color:#008000;">'''588361 – P2P support for ICI'''</span>
+
Feature ID: 1090383
  
−
In the 7.11 release, some enhancements were made to the Promote To Production (P2P) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in P2P engine, some validations in the P2P engine, and an improved user interface to provide support to P2P and DevOps teams.
+
=== Auto-approval of Obligations to improve efficiency ===
  
−
With this release, changes have been made in ICI to support the P2P engine. This functionality, provided to Administrators, can promote ICI configurations/modifications that are made to ICI configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.
+
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.
  
−
'''Note:''' UI changes on contract type, rule set, notification template are not included.
+
Once the auto-approval process is defined based on obligation taxonomy, this is how the feature works:
  
 +
*If approval is turned off, and no approvers are added to obligations, the obligations are automatically approved.
 +
*If approvers are added to obligations, manually or automatically through a rule, then even if approvals are turned off, the obligations will need to be approved.
 +
 +
Feature ID: 519344
 +
 +
=== Organize and manage obligations by creating groups&nbsp; ===
 +
 +
An obligations could have one or more sub obligations or tasks, which would need to be completed by different individuals in an organization. Also, some obligations may be related to each other and grouping them could help organize and track the fulfillment. To facilitate such scenarios, obligation groups can now be created in the Obligation Management application.
 +
 +
Users can now categorize different obligations under logical groups and create parent-child relationships between obligations.
 +
 +
Child obligations automatically inherit any changes made to the parent Obligation. For example, if the status of parent Obligation is changed to Approved, all the related child Obligations also get approved.
 +
 +
Feature ID: 649768
 +
 +
=== Duplicate obligations no longer inherited&nbsp; ===
 +
 +
When an Agreement (parent), with an associated Obligation, is inherited by another Agreement (peer), a duplicate Obligation is created. An enhancement in this release eliminates this limitation.
 +
 +
Feature ID: 1040723
 +
 +
=== UI Improvements for Obligation Management ===
 +
 +
The following improvements are made in the product to improve the search and usability experience when using Obligation Management:
 +
 +
*Dedicated index pages for Obligations and Fulfillments,
 +
*Relevant page titles, breadcrumbs and history page information.
 +
 +
Feature ID: 1236413
 +
 +
== Risk Management ==
 +
 +
The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (RM8.1.0.404).
 +
 +
=== UI Improvements for Risk Management&nbsp; ===
 +
 +
The following Improvements are made in the product to improve the search and usability experience when using Risk Management:&nbsp;
 +
 +
*Dedicated index pages for Risk Management and Risk Assessment.&nbsp;
 +
*Relevant page titles, breadcrumbs and history page information.&nbsp;
 +
*Saved searches display Risk Assessment as category. &nbsp;
 +
*The “Create” action button has now been added on the “Risk Assessment” index page.&nbsp; &nbsp;
 +
<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
 +
Other enhancements include:
 +
 +
*The “Delete” action has now been moved under the three dots icon on the Risk Assessment “Details” page. On deleting the risk assessment, users will be redirected to the Risk Assessment “Index” page.
 +
 +
Feature ID: 1067718
 +
 +
== Proposal Management&nbsp; ==
 +
 +
ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404).&nbsp;
 +
 +
=== Track and analyse performance with a Power BI Dashboard ===
 +
 +
A seeded dashboard that helps supplier organizations track their proposals by status, time, and outcome is now available within the Proposal Management application.The following features and reports are now available with the Proposal Management application:
 +
 +
*A new Power BI data model with Power BI dataset specific to Proposal Management.
 +
*Proposal Management KPIs report
 +
*Capture Management report
 +
 +
'''Note''': Users with access to Sell Side RFx or Bid Proposal can view the Dashboard.
 +
<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''561717 – Extended support for P2P'''</span>
+
=== Enhancements to Seeded Contract Types ===
  
−
With this release, changes have been made in ICI to support the P2P engine. This functionality provided to Administrators can promote ICI configurations/modifications that are made to ICI configurations in pre-production environments to production environments.
+
With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.
  
−
This functionality:
+
In this enhancement:
  
−
*Provides AWS Support for File Copy in Auto P2P tool.
+
*New attributes have been seeded with the Bid Proposal entity:
−
*Supports for movement of Security Group, User Group and Rule.&nbsp;
+
*Total Bid Value For Proposal
−
*Gets the list of entities for which ES Sync has failed when ES Sync is not successful.
+
*Total Value Won Or Lost
−
*Provides upfront validation for Source and Target DB version mismatch before actual P2P validation process starts.
+
*Customer Address
−
*Gives an option to enable DB, ES and Store backup before P2P starts which is helpful for complex P2P.
+
*Customer Geography
−
*Gives a validation error if the same entity is added multiple times, so that P2P does not fail.
+
−
*Supports saved searches.
+
−
*Supports User groups, Security Groups and Org Groups.
+
−
*Supports terminated clauses and templates. This is required when a user makes a mistake, for example in language, and this already has been pushed to production.
+
−
*Provides validations of P2P task using a small tool to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICI, etc.
+
−
*This is checked through VBA script. Also, users may need to manually verify Is Latest which may be in an issue in environments.
+
  
−
'''Note:''' Customers using ICI versions before 7.12 need to upgrade to use this feature.
+
These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.
 +
 
 +
Feature ID: 1186830
 +
 
 +
=== Revamped User Experience across the PM App ===
 +
 
 +
The visual look and feel of the Proposal Management App has been considerably enhanced with the ICI-wide implementation of the new UI (User Interface) and UX (User Experience).
 +
 
 +
The following summarizes the revamped user experience across the App:
 +
 
 +
*The new “Proposals” tile menu now features only the viewing tile options for the seeded PM App entities, in addition to a new “Dashboard” tile menu option.
 +
*The create navigation flow has been moved from the “Proposals” tile and a dedicated “Create” button has now been added to each seeded entity index page.
 +
*The seeded entities now have their dedicated index pages, as opposed to the saved search driven listing in previous releases.
 +
*The Details pages of all the seeded entities (Sell Side RFx, Bid Proposal etc.) now have dedicated page titles starting with the entity name, instead of the contract type category. For example, the previous “Agreement / Sell Side RFx 123” has been replaced by “Sell Side RFx / Sell Side RFx 123”.
 +
*The newly added entity name (such as “Sell Side RFx”) on the Details page header is now a clickable link, clicking which opens the entity index page.
 +
*In the audit history of any entity, both Grid View and List View, the header now features the entity category name instead of the contract type, just like the change in entity Details page.
 +
*The display of action buttons on entity Details pages can now be configured to customize their sequence of display, and based on the available window space the remaining action buttons will be available under the three dots icon on the entity “Details” page.
 +
 
 +
Feature ID: 1235186
 +
 
 +
== Supplier Relationship Management Application&nbsp; ==
 +
 
 +
ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).
 +
 
 +
=== Supplier Evaluation ===
 +
 
 +
The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
 +
 
 +
'''How Supplier Evaluation fits within Supplier Relationship Management'''
 +
<div class="image-green-border">[[File:RN 8.1 33.png|520px|RN 8.1 33.png]]</div>
 +
The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
 +
 
 +
'''How Supplier Evaluation fits within Supplier Relationship Management'''
  
 
&nbsp;
 
&nbsp;
  
−
== Partner Enablement ==
+
Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.
  
−
<span style="color:#008000;">'''703386 – Icertis Software Development Kit for Partner Enablement'''</span>
+
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.
  
−
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction.&nbsp;
+
A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.&nbsp;&nbsp;
  
−
As part of our continuous efforts to support our partners, we have introduced the Software Development Kit (SDK) to provide them with the resources and tools that they need while implementing ICI.
+
'''Supplier Evaluation Features'''
  
−
In this release, we have created the following three documents:
+
Setting up Supplier Evaluation
  
−
*'''Working with ICI Tasks:''' This document provides an insight in to the ICI Task framework that will help partners to manage, execute and monitor tasks in ICI. It includes information on the design, configuration, deployment and troubleshooting of ICI tasks.  
+
*'''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.  
−
*'''Working with ICI Hooks:''' This document provides information regarding the implementation and customization of hooks for new and adhoc requirements or modifications desired by ICI customers and partners. It includes information regarding the configuration, deployment and customizations of server-side and client-side hooks.  
+
*'''Supplier Data''' – The supplier evaluation creation process is simplified as much of the supplier information is auto-populated based on the supplier’s record.
−
*'''Self-Serve Tools:''' This document serves as a self-serve tool guide allowing partners and customers to perform several tasks on their own with ease. It includes the information and workflow of the following tools - Search Sync Tool, Translations Editor Tool, Improved ICI Health Check Tool, Configurations Editor Tool and Promote to Production (P2P) Tool<br/> &nbsp;
+
*'''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.
  
−
== Technical Requirements for Release 7.14 ==
+
Feature ID: 463049
  
−
The Icertis Contract Intelligence 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:
+
=== Managing Supplier Hierarchy ===
  
−
[[File:Technical Requirements 1.png|720px|Technical Requirements 1]]
+
'''Manage Related Supplier Organizations'''
  
−
[[File:Technical Requirements 2.png|720px|Technical Requirements 2]]
+
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.
  
−
[[File:Technical Requirements 3.2.png|720px|Technical Requirements 3.2.png]]
+
You can designate a supplier organization as one of the following types:
  
−
[[File:Technical Requirements 4.png|720px|Technical Requirements 4]]
+
*'''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.  
  
−
[[File:Technical Requirements 5.PNG|720px|Technical Requirements 5]]
+
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;
Line 673: Line 840:
 
&nbsp;
 
&nbsp;
  
−
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile_App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|
+
&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

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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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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

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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

 

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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

 

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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:

RN 8.1 52.PNG

 

 

 

 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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