Revision as of 07:55, 13 August 2021

ICI Release Notes - Release 7.17

List of Enhancements 7.17

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

The enhancements of this release include:

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

Enhancements to ICI API 2.0
- Adding new API endpoints to receive audit logs, to specify templates during agreement creation and to support bulk association contract types.
- Announcing deprecated APIs and their provisioned alternatives.

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

Enhancements to Reports
- The Obligation Management Power BI dataset “Obligations & Fulfillments” is now available for OM Reports without having the need for “Advance Analytics” installed.
- Merging a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.

Improving the Icertis Experience
- Icertis Experience for Workday
  - Introducing integration of human capital management in the ICI Workday integration.
- Icertis Experience for Salesforce
  - Enhancing Upload Document action with validation messages.

Enhancements to Business Applications
- Sourcing
  - Providing advances optimization for RFx.
- Obligation Management
  - Introducing the Obligation Management navigation tile as an entry point for managing all Obligations and Fulfillments.
- Risk Management
  - Certifying the ICI Risk Management application to work with the 7.17 release.
- Proposal Management
  - Certifying the ICI Risk Management application to work with the 7.17 release.

Additions to Icertis Software Development Kit for Partner Enablement
- With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools.

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

Refer to the Technical Requirements for the release in this document.
Refer to the Wiki documentation for details of all ICI features and functionalities.
Partners and Icertis internal teams can access the Icertis Software Development Kit content through TechConnect.

ICI Application Enhancement Details

920876 – Supporting rich documents preview using WOPI technology

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

916373 – Supporting localization for Attribute values of Associations

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

732505 – Ability to create and edit associated documents in Icertis Experience for Word

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

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

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

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

822057 – Supporting Online Editing for Associated Documents

The online editing in ICI now covers the editing of Associated Documents along with the agreements in shared online sessions for a complete collaboration with various stakeholders encompassing the components of agreements. The online editing for associated document is available for the MS Excel, PowerPoint and MS Word files (XLSX, PPTX and DOCX file extensions).

Note: Users cannot upload an associated document when the online editing session is in progress.

ICI API Enhancement Details

843824 –API Endpoint to receive Audit Logs

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

The audit log is available on all entities:

Agreement
Amendment
Associated Document
Masterdata
User
Contract Request

1000772 – Ability to specify template during agreement creation

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

1019565 – API Support for BACT

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

API Deprecation Details

With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated.
Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.

AI Applications Enhancement Details

973340 – Improving Clause delineation in DiscoverAI

The Discover AI’s clause delineation logic has been improved further to discover the clause boundaries more accurately in a docx, text pdf, scanned pdf and mixed docx document.
The clauses in these documents will be delineated based on the clause titles to identify up to one level of sub clause(s) in conjunction with the existing visual indentation based clause delineation logic. For example, while identifying the clause category, the entire text under title Introduction is identified as a clause. The DiscoverAI will follow the clause delineation method that will be more suitable to the specific document file format to give more accurate clause identification. The title-based delineation is only supported when working in English language.
This will help to accurately identify clauses in the document and also reduce the number of incorrectly identified clauses.
This service is available automatically for users with DiscoverAI license and no further configuration is required.

973364 – Rules engine enhancement

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

973366 – Enhancing the out-of-the-box model in DiscoverAI

The Discover AI has been improved to discover out-of-the-box attributes, clauses and obligations with high accuracy.
The recall and precision with which the attributes are identified in documents are now upto 95% accurate. The list of the 15 out-of-the-box attributes whose discovery has been improved using the rule engine is mentioned below.

ICMPartyName
ICMPartyAddress
ICMEffectiveDate
ICMExpiryDate
ICMContractValue
ICMContractDuration
ICMRenewal
ICMPaymentTerms
ICMJurisdiction
ICMGoverningLaw
ICMTerminationPeriod
ICMCity
ICMState
ICMCountry
ICMZipCode

973385 – Provision of the ability to read the wet signature and the rubber stamp print in documents

Discover AI now adopts the Optical Character Recognition (OCR) technology embedded into ICI to read the wet signatures and rubber stamp prints present in the document.
The enhancements offered per document type are listed below.

Scanned PDF
- Addition of a flag to decide the use of Read API, OCR Service or Tile OCR.
- Ability to convert PDF to text similar to the existing pipeline with READ API.
- Ability to identify handwritten text/wet signatures in documents.
- Splitting documents if it exceeds the threshold pages numbers and size.
- Supporting multi column Documents.
Text PDF
- Addition of a flag for text conversion using Document Convertor or Read API.
Table Discovery
- Discovering tables using Azure form recognizer by default.

575477 – Analyzing associated documents in AI Studio

AI studio extends its capability of analyzing documents in bulk to provide the insightful data, to the associated documents and amendments. User can now include amendments and associations along with parent agreements to process together and discover attributes, tables, obligations and clauses.
ICI provides the options to:

List all document entities associated with an agreement at the agreement level.
Manually trigger discovery on one or more selected entities
View the discovered attributes, clauses, obligations and clauses in the form of interactive power BI dashboard with the actionable interface
Save the discovered attributes values in respective agreement, association or amendment
Create associations from the tables discovered in other associations or amendments.
Create obligation instances from the obligations discovered in associations or amendments.

Reports Enhancement Details

514593 – Introducing the Tagged Attributes Report

769602 – Displaying clause extension attribute summary in the Clause Summary Report

514611 – Introducing the Notifications History Report

Integration Enhancement Details

605434 – Providing a unified flexible signature process

641289 – Allowing parallel signatures using DocuSign

701825– Supporting multiple vendors for electronic signature

751651 – Publishing success/failure notification message on ASB post data sync from Salesforce

796155 – Enhancements to the data flow between Salesforce/MS CRM and ICI

674469 – Generating ICI notifications and enhancing Salesforce data sync

679797 – Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use

749083 – Supporting OAuth in the MS CRM adapter