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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:
These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
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
881856 – Modifying mobile app with new theme color
807086 – APIs to support team management in associations
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:
807101 – APIs to manage notes for ICI entities
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
Note: Users are recommended to start using these new endpoints to perform the operations. The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.
819569 – APIs to Get Users based on filters applied to created or modified date
For customers with thousands of records in their database, the filtering capability has been enhanced to include time frame and security groups. GetUsers API response now features “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied on them for improved retrieval of data.
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.
826493/884672 – Introducing a training mode in AI discovery
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.
Users can now:
1. Define own AI Model –
575437/884668 – Introducing AI Studio to analyze multiple agreements
826495 – Automating user feedback for attributes, clauses, tables and obligations
AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
826488 – Improving Clause delineation in AI
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.
It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.
These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
514593 – Introducing the Tagged Attributes Report
769602 – Displaying clause extension attribute summary in the Clause Summary Report
514611 – Introducing the Notifications History Report
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
703386 – Icertis Software Development Kit for Partner Enablement
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
703386 – Icertis Software Development Kit for Partner Enablement
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
703386 – Icertis Software Development Kit for Partner Enablement
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
703386 – Icertis Software Development Kit for Partner Enablement
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
703386 – Icertis Software Development Kit for Partner Enablement
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
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:
This section includes some issues that we are aware of and plan to resolve at the earliest:
Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools | Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App | ICI Business Apps Release Notes |
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