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−	 	+	= ICI Release Notes - Release 8.2 =
−	= ICM Release Notes - Release 7.12 =	+	Apart from new features and enhancements, this document contains information on:
−	== Overview of Release 7.12 ==	+	*[[#_Technical_Requirements_1|Technical Requirements]]
		+	*[[#_Accessibility_Conformance|Accessibility Conformance]]
		+	*[[#_Known_Issues|Known Issues]]
−	The 7.12 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.	+	Refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.2/index.php?title=ICI_Help Wiki] documentation (also found in your ICI help section) for details on all ICI features and functionalities.
−	The key enhancements of this release include:	+	= New Features and Enhancements =
−	*<span style="color:#008000;">'''Enhancements to the ICM Application'''</span>	+	== Contract Authoring & Management&nbsp; ==
−	**Enhancing extended template attributes to make them searchable on the Template Index page, global search, advanced search and on the search in Icertis Experience for Word	+
−	**Enabling Download All button for expired agreements and amendments	+
−	**Enhancing the functionality of Associations added as tables with localization of table headers&nbsp;	+
−	**Providing localization support for clauses and templates to enable users to configure templates and create localized agreements&nbsp;	+
−	**Providing administrators the ability to add global favorites to entity detail pages&nbsp;	+
−	**Establishing the differentiation between Internal Reviewer and External Reviewer along with respective role-action mapping&nbsp;	+
−	**Introducing a Click to Sign process, whereby signatories can directly preview and accept agreements	+
−	**Enhancing bulk creation of agreements with an option at configuration level to set the target workflow action for the agreements to be created &nbsp;	+
−	**Provisioning users to preview Approvers when swapping primary clauses for alternate clauses	+
−	**Introducing online editing support for agreement documents to greatly improve operational efficiency for contract owners	+
−	**Enhancing commitments functionality with an option to send reminders	+
−	**Enhancing user experience by grouping buttons on all entities' index pages, among other major functionalities	+
−	**Providing the flexibility to control users' actions on agreements based on their roles	+
−	**Enhancing the agreement index page with a button which allows copying an existing agreement to create a similar agreement	+
−	**Enhancing metadata of clauses with the ability to add details which can be leveraged in searches and defining rules	+
−	**Extending the functionality to copy team roles for peer associations of contract requests /agreements/amendments	+
−	**Providing users the option to clone commitments from existing ones	+
−	**Enhancing Excel data upload functionality with validations on choice value attributes	+
−	**Extending bulk download/upload functionality to associated documents enabling users to create line items with extended attributes or associated document attributes	+
−	**Providing the flexibility for users to create line items using extended or associated document attributes	+
−	**Providing users the flexibility to specify attributes for bid analysis per RFx Item and to enter value for bid analysis attributes per supplier item bid	+
−	**Ability to have flexible contract type extension	+
−	**Enhancing user experience by allowing resizing of popup windows	+
−	**Supporting the trigger of rules in case of attributes which have been localized	+
−	**Extending the number of records that can be added while adding a table as an association	+
−	**Introducing the ability to uniquely identify records related to RFQs	+
−	**Introducing flexibility in defining roles other than default roles provided in ICM	+
−	**Providing support for auto-attachment functionality for agreements, amendments and contract requests	+
−	**Enhancing associations with the ability to explicitly define the type of relationship between the association and agreement/amendment as parent, child or peer	+
−	**Enhancing the functionality of copying associations with the flexibility to exclude attachments	+
−	**Introducing a virus scan option for files uploaded into ICM<br/> &nbsp;	+
−	*<span style="color:#008000;">'''Enhancements to ICM API 2.0'''</span>	+
−	**Introducing some new APIs that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches	+
−	*<span style="color:#008000;">'''Enhancements to ICM Add-ins'''</span>
−	**Allowing users to stay on the document for further edits or reviews while publishing occurs in the background.
−	**Enhancing the Word Add-in to display deviated clauses within the plugin
−	**Introducing WordAI to enhance user experience by merging NegotiateAI and Icertis Experience for Word (previously known as Scribe)
−	**Updating the logo for ICM Word Add-in
−	**Providing users the ability to take workflow actions such as approve, reject, send for approval and others using Icertis Experience for Word<br/> &nbsp;
−	*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>
−	**Establishing a contract lineage using AI so that users can visualize the changes done in the clauses, attributes, team members, statuses, versions, obligations and associations over the contract negotiation process or due to various amendments and addendums added subsequently
−	**Introducing a parallel view of discovered attributes against the original document<br/> Enhancing the in-built discovery model to discover attributes from Statement of Work agreements
−	**Enhancing the discovery performance to reduce time required for discovery of documents
−	**Enhancing natural language search query with support for user created attributes
−	*<span style="color:#008000;">'''Enhancements to Reports'''</span>	+	=== Amend contracts preserving previously negotiated terms ===
−	**Configuring core SSRS and Power BI reports to include contract types classified as Contracting&nbsp;	+
−	**Introducing additional support for associated documents enabling users to create custom reports in Power BI<br/> &nbsp;	+
−	*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>	+
−	**Providing configurators the ability to redirect emails to specific addresses when testing Adobe electronic signature on non-production instances	+
−	**Introducing the new eSignature platform experience	+
−	**Enabling Electronic seal tag for signing agreement documents	+
−	**Supporting creation of ICM entities and contracts using SAP S/4 HANA as well as supplier masterdata integration and masterdata lookup using S/4 HANA	+
−	**Enhancing generic integration framework to support contract requests, associations, amendments	+
−	**Enhancing Salesforce experience by providing users the ability to take request review and upload document actions from within the Salesforce grid&nbsp;	+
−	**Providing users the flexibility to manage ICM tasks from within Salesforce	+
−	**Providing Salesforce users the ability to configure auto creation of contracts	+
−	*<span style="color:#008000;">'''Introducing ICM Platform Tools'''</span>	+	'''What''' – When users amend a contract, they now have a choice to either use the base agreement or a previously negotiated and amended contract. Along with the contract version, users can also choose the associations to copy to the amendment.
−	**Enhancing ICM support for the PToP tool to promote ICM configurations or modifications that are made to ICM configurations in pre-production environments to production environments	+
−	**Providing support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups	+
−	**Providing support for elastic search sync<br/> &nbsp;	+
−	These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements and known issues for the release in this document. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.	+	'''Advantages''' – Maintaining a history of the original agreement and all amendments is now possible. This helps in auditing the changes made to contracts over time.
−	&nbsp;	+	'''How''' – Options to choose the amendment and copy associations to the amendment are now available when creating an amendment. Users can associate and inherit documents such as NDA, SOW, etc.
−	== ICM Application Enhancements ==	+	'''Value''': Compliance | User Experience<br/> '''For''': Legal Team | Authors | Contract Managers<br/> '''Feature ID''': 1233193
−	'''<span style="color:#008000;">625385 – Global Search</span>'''	+	=== Send multiple agreements packaged in a single envelope for electronic signature ===
−	The previous search functionality in ICM required users to traverse through multiple pages of the search results, to locate the record they were searching for. The results were displayed in no particular order. Traversing through pages of records was an inconvenient and time-consuming process for users, especially in case of hundreds of matching result records.<br/> Now, the ICM search functionality has been entirely revamped to provide a better, more user-friendly experience. Users can now view relevant records on the very first page of the results.<br/> With this release:<br/> Search results are displayed in order of relevance to the entered search query, with the best match(es) appearing as the top-most or most relevant search result(s).<br/> On the search details page through the Advanced Search button, the search mode radio button selected by default is Metadata. In case of Global Search, the default search mode is Combined, that is, search will be performed on both Metadata as well as Full Text. The default view here is the extended view.<br/> Document text which matches the search query is highlighted.<br/> The search drop-down displays top 5 relevant search results. A View All Results link is displayed, clicking which opens the results details page.<br/> Hovering over the results in the drop-down displays details about the entity&nbsp;<br/> Additional matching results are displayed below each result.<br/> Note: The global attributes display name begin with AppSrc, so that they can be easily searched and identified.<br/> &nbsp;	+	'''What''' – Earlier, agreement could be bundled only with its associations and sent for electronic signature. With this release you can also bundle peer agreements in a single package for electronic signing.
−	<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</span>	+	'''Advantages – '''Eliminates the need to send one agreement at a time for signature, thereby saving time. Provisions setting a sequence in which the agreements must be signed and facilitates reordering if required.
−	Earlier, the applicable set of actions available for any entity were represented using icons across ICM. For example, the agreement index page had icons for View Agreement, Preview Document and View Smart Link actions. As part of our efforts to continuously improve ICM, multiple new actions are added for an entity over time. Hence, actions are now grouped together to improve the usability and user experience. &nbsp;	+	'''How - '''Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.
−	<br/>  <br/> <span style="color:#008000;">'''586165 – Support for online editing of agreements'''</span><br/> As part of contract management, agreement and amendment documents regularly go through reviews where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature. To make changes or modifications to an agreement, ICM users previously had to download a copy, perform edits and upload it back to ICM. This created a version of the document in ICM.&nbsp;<br/> Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but also audit information was often lost, it was not possible to trace what was approved and by whom.<br/> With this release, ICM offers online editing support for agreement documents creating radical operational efficiency for contract owners.&nbsp;<br/> It is now possible for:<br/> •&nbsp;&nbsp; &nbsp;Primary owners, secondary owners and reviewers with edit privileges to initiate an online editing session where more than one party can edit parallelly using existing MS Word capabilities.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;An agreement document, which has been edited using online editing, to be published to ICM without any loss of information.<br/> Note: Only users with edit privileges on a document can participate in editing it online.	+	'''Value''': User Experience | Contract Building Performance<br/> '''For''': Contract Owners | Legal Compliance Team<br/> '''Feature ID''': 1369302
−	&nbsp;	+	=== Quickly create and edit contract types in bulk using excel workbook ===
−	<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span><br/> Earlier in ICM, there were only predefined metadata for templates such as Name, Clause Code, Clause Group, and so on. To fulfill the requirements of some organizations, ICM provided the capability of extended template attributes to define additional custom metadata/attributes at the template level. However, users were not able to search templates based on these extended template attributes.<br/> Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and the template index page.	+	'''What''' – ICI now allows its users to edit and create contract types in bulk using the Microsoft Excel workbook. User can also edit multiple attributes for multiple contract types at once.
−	&nbsp;	+	'''Advantages'''
−	<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span><br/> Earlier in ICM, users could download all the associated documents of an agreement or amendment for all other states but not when the agreement was in the Expired state.&nbsp;<br/> This capability is now also provided for expired agreements and amendments. This considerably improves usability as users no longer need to navigate to the respective Association tab to download the required documents one by one. The Administrator can now define access permissions so that the Download All button is available for authorized users allowing them to easily download all the associated documents of agreements and amendments for reference.&nbsp;	+	Contract type (CT) changes happen frequently in the implementation phase, the feedbacks from the customers regarding the changes in the CT have to be earlier implemented one by one for each CT in ICI UI. Now, this changes and edits can be done in one go using this feature.
−	<br/>  <br/> <span style="color:#008000;">'''569901 – Ability to resize popup windows'''</span><br/> Previously, popup windows within ICM had a fixed size.<br/> Now, support has been provided for users to be able to resize the windows, thereby enhancing their ICM experience manifold. This helps users to easily read information on Lookup, Team Grid and Create Association windows.	+	Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.
−	&nbsp;	+	'''How'''
−	<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span><br/> Earlier in ICM, if the language preference was English and the user created an agreement using a German language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be German, but the association table header (title) would be in English.&nbsp;<br/> This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in German.	+	A button “Bulk Contract Type” is now added under “Configure” tile.
−	<br/> <span style="color:#008000;">'''571054 – Ability to add global favorites to entity details page'''</span><br/> ICM Administrators can already set default favorites so that specific users can access relevant information targeted for them using global favorites. These global favorites are added to the Index page of the selected entity. With this release, this functionality is further enhanced such that the Administrators can now choose to add global favorites to the Entity Details page.&nbsp;<br/> They can set different default favorites for different entities for their users. For example, a pinned favorite search for line items can have different relevance as compared to a pinned favorite search for bids. Having default favorites pinned makes it easy for users to easily identify the actions that they need to take. Having pinned default favorite saved searches at entity level also helps the users access relevant information from within an entity, rather than at the Index page (outside the entity).<br/> Administrators can now:<br/> •&nbsp;&nbsp; &nbsp;Choose to add global favorites to Entity Details page for specific users to view them in the associated parent or peer entity's Details page.<br/> •&nbsp;&nbsp; &nbsp;Have global favorites added by default to the corresponding selected entity's Index page.<br/> Note:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;The global favorites will always be appended to the last for a user per entity type.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;A maximum of 4 global favorites are displayed to the user based on the security groups permissions.<br/> •&nbsp;&nbsp; &nbsp;As a user, if 4 favorites for an entity already exist, then the global favorite is added at the bottom of the saved search drop-down.	+	Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.
−	&nbsp;	+	'''Value''': User Experience<br/> '''For''': Admins | Legal Team | Contract Managers<br/> '''Feature ID''': 1342050
−	<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</span><br/> The Request Review functionality in ICM allows users to request their agreements to be reviewed. Before sending an agreement for approval or signature, the contract author can leverage the Request Review option and add a user or user group as reviewer.&nbsp;<br/> Previously, if the selected reviewer is an internal user, or a user group of internal users exclusively, then the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement Details page. &nbsp;&nbsp;<br/> With this release:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;An internal user added as a reviewer will be displayed as internal reviewer.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;An external user added as a reviewer will continue to be displayed as external reviewer.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;<br/> Note: This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.	+	== Icertis Experiences ==
−	&nbsp;	+	=== Rules functionality added to Icertis Experience for Word ===
−	<span style="color:#008000;">'''551122 – Localization support for clauses and templates'''</span><br/> Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, the users had to create multiple templates to be able to create agreements in different languages.<br/> 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 that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.	+	'''What''' – Users can now create rules for assembling the clause and define the rules for selecting the template from within Microsoft Word to display clauses in agreements based on specified conditions. Existing rules can also be viewed or edited from Microsoft Word.
−	&nbsp;	+	'''Advantages – '''Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.
−	<span style="color:#008000;">'''568718 – Additional Click to Sign signature option available for agreements'''</span><br/> ICM already supports electronic and manual signatures. With this release, a Click to Sign signature process is being introduced where the signatory can preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;<br/> If the signatory accepts the terms and conditions by checking the box in the Preview window, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option to reject the agreement for signing, with the agreement going back to the Draft state.&nbsp;<br/> ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute. This would make this signature flow available for contracts of that type.&nbsp;	+	Reduced turnaround time, instead of switching while creating the clause and template
−	&nbsp;	+	'''How – '''Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.
		+	<div class="image-green-border">[[File:8.2 RN 01.png|300px|8.2 RN 01.png]]&nbsp;&nbsp;[[File:8.2 RN 02.png|300px|8.2 RN 02.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Legal Team<br/> '''Feature ID''': 1117626
−	<span style="color:#008000;">'''574611 – Ability to swap alternate clause from Clause Comparison Report and view approvers'''</span><br/> Previously in ICM, the substitute language of a clause was stored as an Alternate Clause to the Primary Clause. Contract authors had the provision to replace any Alternate Clause using the Clause Comparison Report. Whenever such clauses are replaced by alternate clauses, a certain set of approvers get triggered for the agreement.&nbsp;<br/> With this release, contract authors are being provided with the capability to preview the list of approvers that will be triggered due to the clause swap.&nbsp;<br/> Similarly, whenever new version of an agreement is created, the Content Control window which is now displayed now has a provision to preview the approvers that will be added or removed based on the changes made to the clause.	+	=== Outlook Add-in – Labeling and validation for emails added to ICI ===
−	<br/> <br/> <span style="color:#008000;">'''568773 – Ability to create and send agreements for approval during bulk creation&nbsp;'''</span><br/> ICM allows contract authors to create multiple agreements from a single agreement with the provision of copying associations and attributes as required. Previously, these agreements created in bulk would be in Draft status. In order to send the bulk created agreements for approval, users had to either do it individually for each agreement or they had to configure a Saved Search and take a bulk action on it.<br/> With this release, this feature has been enhanced with an option at configuration level to define if these agreements are to be published, or created and sent for approval as part of the creation process.&nbsp;<br/> A choice-type attribute Target Workflow Action has been added in the existing bulk configuration masterdata contract type. Administrators can now specify whether bulk created agreements should be sent for approval or not. When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Approvers get added to the agreement’s team based on the rules configured.<br/> •&nbsp;&nbsp; &nbsp;Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.<br/> •&nbsp;&nbsp; &nbsp;If no approver is present in the agreement’s team, the agreement will be approved directly and its status will be updated as Approved.<br/> By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality.<br/> Users can also decide whether the templates for bulk created agreements would be different or same than model agreement during bulk creation process. A flag Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;When Enable Template ReEvaluation flag is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The Template can be same or different than model agreement depending on the configured rules.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;When the Enable Template ReEvaluation flag is set to No, the template used for bulk created and model agreements will be same.<br/> Any Template selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.	+	'''What – '''Every email uploaded in ICI will now display an Outlook category label, that helps users know if the email is already added in ICI. Additionally, a validation is also displayed if user tries uploading same emails twice. Users can customize the outlook category label as per the needs.
−	<span style="color:#008000;">'''550187 – Provision to send reminder notifications for commitments'''</span><br/> ICM has the provision to track the milestones in an agreement with the Commitment functionality. Initially, to ensure that these commitments are fulfilled in timely manner, automated reminders were sent. Now, users also have the capability to send reminders at any time using the Send Reminder option and customize the notification as well as trigger reminder notifications in bulk.&nbsp;	+	'''Advantages – '''Avoid uploading duplicate email conversations in ICI.
−	<br/>  <br/> <span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span><br/> ICM already allows controlling workflow actions for a user through role action mapping.&nbsp;<br/> ICM has extended support for other agreement actions that can also be controlled based on the user role, thus improving the overall access control for a user.&nbsp;<br/> Users can now control:<br/> •&nbsp;&nbsp; &nbsp;Actions such as Compare Documents, Compare Clause Changes and Broadcast available to a user for an agreement.<br/> •&nbsp;&nbsp; &nbsp;Visibility of reports available in the agreement.<br/> •&nbsp;&nbsp; &nbsp;Creation and disassociation of associated documents from an agreement.<br/> •&nbsp;&nbsp; &nbsp;Linking and disassociation of peer association from an agreement.	+	'''How – '''This feature is available as part of Icertis Experience for Outlook.
		+	<div class="image-green-border">[[File:8.2 RN 03.png|600px|8.2 RN 03.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Contract Managers | Legal Teams<br/> '''Feature ID''': 1341557&nbsp;
−	&nbsp;	+	=== Revamping ICI Salesforce User Experience ===
−	<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</span><br/> Previously, ICM supported the copy existing agreement functionality from the agreement Details page. Now, the same functionality has been added on the agreement index page for better usability. With this, the user can perform the copy action without having to navigate into the individual agreement details page.<br/> Authorized users can now click an icon on the agreement index page to copy it to create a similar agreement. Along with the agreement, users now also have the ability to select any associated documents (parent-child or peer associations), commitments or obligations to be copied; where the Allow Copy with Association flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.	+	'''What''' – Revamping the ICI Salesforce user interface to give a better user experience, with addition of features and enhancement under agreement related sub tabs.
−	&nbsp;	+	The following agreement sub tabs can now be seen with new capabilities:
−	<span style="color:#008000;">'''551116 – Support for extended clause metadata'''</span><br/> Previously, users were not able to add more details to a clause. With this release, an entity for clause extension is being introduced which could help users in various ways, such as, when defining rules and searches.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Create contract types with defining attributes from masterdata, similar to the template/user extended entity.<br/> •&nbsp;&nbsp; &nbsp;View the clauses extended entity attributes in the clause creation wizard.<br/> •&nbsp;&nbsp; &nbsp;Configure rules using these attributes.<br/> •&nbsp;&nbsp; &nbsp;Enter the values for clause extended attributes using Add-ins.	+	*Associations sub tab
		+	*Amendment sub tab
		+	*Note sub tab
		+	*Team sub tab
		+	*Collaboration sub tab
−	<br/>  <br/> <span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</span><br/> Previously, ICM provided support to copy team role from contract request, agreement and its amendment to its parent child association. With this release, the support is being extended to copy team role from contract request, agreement or amendment to its peer associations.<br/> A tile has been added under the configuration, where an authorized user can map all such team roles for a defined contract type to its parent-child as well as peer associations.<br/> Administrators can now:<br/> •&nbsp;&nbsp; &nbsp;Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.<br/> •&nbsp;&nbsp; &nbsp;Copy all or selective team of the entity to its peer association on a parent or peer entity event.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.<br/> •&nbsp;&nbsp; &nbsp;Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.	+	Some new features include:
−	&nbsp;	+	Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.
−	<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span><br/> ICM 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 extended attributes to agreement and associated documents.<br/> With this release, many ICM features such as lookups, saving a search, saving as a template, and so on are further enhanced to manage the extended attributes in the same way as normal attributes. This considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Configure conditional attributes, tracking attributes, computations (enable expressions) to use as extended attributes.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Mark extended attributes as mandatory and validate. &nbsp;<br/> •&nbsp;&nbsp; &nbsp;Control access privileges for extended attributes based on the user’s role.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Maintain audits of the extended attributes.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Exclude extended attributes from copy while creating an agreement by copying the existing agreement.&nbsp;	+	Ability to preview the document from amendments sub tab.
−	<br/> <span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span><br/> With this release, users have been provided with the capability to copy an existing commitment and generate new commitments from it. Users can also configure attributes to be excluded from being copied automatically. This considerably reduces time and effort required to create individual commitments.	+	The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.
−	&nbsp;	+	'''Advantages '''– This revamp will be giving a more consistent and familiar user experience with enhanced look and feel inline with Salesforce native user experience across tabs, subtabs and actions for sales personas.
−	<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span><br/> Previously, localization support for masterdata attributes was limited to attributes only. If the attribute had a lookup value, its rule would not get triggered as the rule was supported only in English.<br/> With this release, users will be able to:<br/> •&nbsp;&nbsp; &nbsp;Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata creation page.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Configure any rule type as all rules now have localization support.	+	'''How''' – Below are few screenshots of the revamped ICI Salesforce platform.
−	&nbsp;	+	New ICI Salesforce Agreement Details screen
		+	<div class="image-green-border">[[File:8.2.RN 1.png|720px|8.2.RN 1.png]]</div>
		+	New Add Note Dialog box
		+	<div class="image-green-border">[[File:8.2.RN 2.png|720px|8.2.RN 2.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Sales Team<br/> '''Feature ID''': 1356012
−	<span style="color:#008000;">'''551105 – Ability to use attributes to identify unique line items'''</span><br/> Previously, RFQs and their multiple related records such as line items, rounds and awarding records were created without any associations. Users found it difficult to link RFQs to its related records.<br/> With this release, ICM offers a provision to define an agreement code that refers to both, the RFQ attribute and the current record attribute, at the time of linking the peer association to the agreement contract type.&nbsp;<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Set a flag to mark the peer association as child type at contract type level which will have normal association creation workflow.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Define the value of agreement code from the agreement and its related association contract type.	+	=== Salesforce – Visibility of products and services sold to customers ===
−	&nbsp;	+	'''What''' – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.
−	<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span><br/> ICM supports adding associations to an agreement in various forms, such as documents and tables. With this release, ICM has now extended support to 200 records that can be assembled in an Association tagged as a table.&nbsp;	+	'''Advantages – '''With visibility to Agreement lines through this feature, Sales Executives will be able to identify Cross-sell, up-sell opportunities to pursue relevant sales, and request amendment to appropriate contract.
−	<br/>  <br/> <span style="color:#008000;">'''568776 – Export and import capability for associated documents'''</span><br/> ICM provides a capability for bulk download (export) and upload (import) of line items from association grid using Excel. Now, users can create line items with extended attributes or associated document attributes based on the template selection and export/import through Excel into ICM.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Select and add attributes from all attributes defined in masterdata contract type.<br/> •&nbsp;&nbsp; &nbsp;Load Excel filled by the buyer (at the RFQ level) at the Round level to match the information.<br/> •&nbsp;&nbsp; &nbsp;Create, edit and delete records in bulk using Excel.<br/> •&nbsp;&nbsp; &nbsp;Manage import/ export of lookup attributes, conditional attributes, and attributes derived by computations or enabled expressions in bulk.<br/> •&nbsp;&nbsp; &nbsp;Look up attributes in the same way as masterdata is looked up using Excel.<br/> •&nbsp;&nbsp; &nbsp;Control the access privileges to import/export Excel based on the user’s role.<br/> •&nbsp;&nbsp; &nbsp;Control access privileges for attributes in Excel based on the user’s role.<br/> •&nbsp;&nbsp; &nbsp;Localize and display attributes and headers in the Excel.<br/> •&nbsp;&nbsp; &nbsp;Validate data during import/export using Excel.<br/> •&nbsp;&nbsp; &nbsp;Keep data in Excel in sync with data displayed on the user interface.<br/> •&nbsp;&nbsp; &nbsp;Make attributes non-editable.<br/> •&nbsp;&nbsp; &nbsp;Manage refreshing associations during import/export.<br/> •&nbsp;&nbsp; &nbsp;Maintain and display audit of import/export operations.<br/> •&nbsp;&nbsp; &nbsp;Generate log files for line items.	+	'''How – '''A new subtab “Agreement Lines” is added for account object displaying all the active product and services sold to the customer. The products displayed under agreement line subtab are fetched via ICI saved searches.
		+	<div class="image-green-border">[[File:8.2.RN 3.png|720px|8.2.RN 3.png]]</div>
		+	'''Note: '''The “Agreement Lines” displays only active products and services from executed contracts.
−	<br/> <span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span><br/> Previously, ICM users could only be assigned one of the default roles available in the system.&nbsp;<br/> With this release, ICM provides users the capability to define new roles and control access by specifying privileges depending on their business requirement. The access to the newly defined roles can be controlled using existing capabilities in ICM (such as Security Groups, Role Action Mapping, etc.). This is applicable for agreements, amendments and associated documents.&nbsp;<br/> With custom roles, users can:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Control navigation pane access for agreement and associated documents.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Control group access privileges and team actions.&nbsp;	+	'''Value''': User Experience<br/> '''For''': Sales Managers | Sales Executive<br/> '''Feature ID''': 1192973
−	&nbsp;	+	== Enhancements – Mobile App Experience ==
−	<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</span><br/> As part of RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time consuming process.<br/> ICM now has simplified the process by allowing users to attach predefined standard documents automatically to associations based on defined event rules.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Maintain a repository of standard documents in masterdata.<br/> •&nbsp;&nbsp; &nbsp;Define the mapping between associations for auto-attachments for agreements.<br/> •&nbsp;&nbsp; &nbsp;Define rules and saved search to trigger the auto-attachment process for associations.<br/> •&nbsp;&nbsp; &nbsp;Bifurcate auto-attachments from manual attachments when copying an agreement.<br/> Note: This is applicable for agreements and amendments.	+	[[File:8.2 RN 32.PNG|720px|8.2 RN 32.PNG]]
−	<br/>  <br/> <span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span><br/> ICM 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.<br/> With this release:<br/> •&nbsp;&nbsp; &nbsp;Only one parent agreement can be added to another (child) agreement.<br/> •&nbsp;&nbsp; &nbsp;If an agreement has already been associated as a child of an agreement, then another agreement cannot be added to it as a parent.<br/> •&nbsp;&nbsp; &nbsp;Amendments can be linked to agreements and vice-versa only with a peer type of relationship; parent or child type relationships are not allowed.<br/> •&nbsp;&nbsp; &nbsp;Amendments can also be associated to other amendments.<br/> •&nbsp;&nbsp; &nbsp;Only one amendment can be associated as a peer to another amendment.<br/> •&nbsp;&nbsp; &nbsp;All existing related agreements will be tagged as peer associations.<br/> The option to define the relationship type is provided on the same window which opens up for linking/searching an agreement from the ‘+’ sign icon.	+	== Administration & Configuration ==
−	&nbsp;	+	=== Enhanced ICI startup validation architecture ===
−	<span style="color:#008000;">'''572764 – Ability to scan files for viruses when uploading to ICM'''</span><br/> With this release, ICM has added a generic virus scan framework which can be used to implement other virus scanning software. When configured, this will help to scan files for any malware and protect ICM against a wide variety of threats. It is applicable to the Word and Excel plugins as well.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Scan all supported file formats by default during upload.<br/> •&nbsp;&nbsp; &nbsp;Scan files in bulk.	+	'''What''' – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.
−	&nbsp;	+	'''Advantages – '''Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.
−	<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span><br/> Previously, In ICM, when the new agreement is created by coping existing agreement using the Copy Record functionality, it is created with the same version as the original agreement.&nbsp;<br/> ICM now provides the capability to choose the latest approved version of the template of the original agreement during copy to create the new agreement.<br/> Note: The Copy Record functionality does not change for third party paper.	+	'''How – '''At startup, the validation framework checks for configuration keys that are inconsistent or incorrect and restores those to default values thereby preempting any startup issues. Technical admins can view and investigate the validation logs on the self-service portal.
−	<br/>  <br/> '''<span style="color:#008000;">572756 – Ability to exclude auto-attached documents from the copied association</span>'''<br/> ICM now allows attaching standard documents from the masterdata repository for associations automatically based on the defined event rule.<br/> When an association with auto-attached documents is replicated by copying, there is a need to exclude auto-attached documents from the copied association. This is required to avoid duplication of association records and unnecessary upload of files into the ICM repository as the new created record will have its own auto-attached documents.<br/> ICM provides a flag or identifier to separate associations into manual and auto-attachment associations.<br/> Users can now:<br/> •&nbsp;&nbsp; &nbsp;Select auto-attachment associations when an agreement is sent for signature along with the bundled association.<br/> •&nbsp;&nbsp; &nbsp;Download all associations of an agreement in the ZIP format.&nbsp;<br/> &nbsp;	+	'''Value''': Reliability, Supportability<br/> '''For''': Administrators<br/> '''Feature ID''': 1373024
−	== ICM API Enhancements&nbsp; ==	+	=== Configure E-Signature Integrations within ICI ===
−	<div class="image-green-border">	+
−	<span style="color:#008000;">'''553319 – Additional APIs for amendments, contract requests and searches in ICM API 2.0'''</span>	+
−	With this release, some new APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches.<br/> These include:<br/> Amendment APIs&nbsp;<br/> In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system.<br/> Contract Request APIs<br/> 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.<br/> Search APIs<br/> Search API have been added to allow users to query agreements and related entities across multiple contract types.<br/> Search APIs have been added to allow creating, editing, executing and deleting saved searches.	+	'''What''' – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
−	</div> <div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to ICM Add-ins&nbsp; ==	+
−	<span style="color:#008000;">'''619841 – Introducing Icertis Experience for WordAI'''</span><br/> With this release, two of the ICM Add-ins - NegotiateAI and Icertis Experience for Word have been merged into Icertis Word.AI to provide users a seamless experience.&nbsp;<br/> Icertis Word.AI can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;<br/> Using Icertis Word.AI, it is now possible for:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;ICM Administrators to configure and setup Icertis Word.AI.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Other users to work with templates, clauses and agreements.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Perform different tasks such as creating, editing and deleting template variables. &nbsp;<br/> •&nbsp;&nbsp; &nbsp;Tag attributes, clauses, associations, signatories and template variables. &nbsp;<br/> Note: &nbsp;<br/> •&nbsp;&nbsp; &nbsp;Users can view and edit only those clauses and agreements for which they have Manage privilege in ICM. &nbsp;<br/> •&nbsp;&nbsp; &nbsp;To edit an agreement, a user needs to download the agreement document and open it in Word.AI.&nbsp;	+	'''Advantages '''– This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team.&nbsp;
−	&nbsp;	+	'''How''' – Technical administrators can configure E- sign providers (DocuSign and AdobeSign) from the E-sign configuration page.
		+	<div class="image-green-border">[[File:8.2 RN 04.png|720px|8.2 RN 04.png]]</div>
		+	'''Value''': Self-service<br/> '''For''': Technical admins<br/> '''Feature ID''': 1180879
−	<span style="color:#008000;">'''571651 – Provision to show clause deviations in Icertis Experience for Word'''</span><br/> Previously, users were able to view deviations in agreement clauses through the agreement details page. With this release, users can now see within the Word Add-in, any such clauses which have been tagged/added in an agreement and which are deviated. The details of the deviated clause are also displayed through Word Add-in.<br/> With this release:<br/> •&nbsp;&nbsp; &nbsp;A list of deviations is displayed in Agreement Clauses tab for an agreement or amendment’s document version.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Clauses that are added using the Add Deviation option through the Word Add-in are also displayed.<br/> •&nbsp;&nbsp; &nbsp;View information regarding the deviated clauses such as Status, Deviated By, Deviated On in the Word Add-in as well as a View in ICM link.<br/> The deviation clauses are visible based on role action mapping as per existing ICM flow. They are searchable, so users can easily navigate to a particular clause in the agreement document and view the highlighted content of those clauses in Word Add-in.<br/> Note:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;The deviation clauses are only displayed for the latest version of the agreement.<br/> •&nbsp;&nbsp; &nbsp;Users cannot perform the deviation approval flow from the Word Add-in.	+	=== Integrated Config keys validation framework ===
−	<br/>  <br/> <span style="color:#008000;">'''487082 – Ability to take workflow actions using Icertis Experience for Word'''</span><br/> Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement related tasks, users had to switch between ICM and the Word Add-in. &nbsp; &nbsp;<br/> ICM now enables the users to accomplish agreement related workflow actions such as approving, rejecting or recalling an approved agreement directly using Icertis Experience for Word. This considerably reduces the turnaround time and improves the user experience. User can view the updated status of the agreements on the Versions tab, History tab and Audit Trail on the ICM Web.	+	'''What''' – ICI now has the capability to check incorrect values, difference in data types, and inconsistency in configuration data. The utility can be run prior to starting an application and the report and errors reported can be used to help find a solution.
−	&nbsp;	+	'''Advantages – '''Helps prevent issues that occur during application startup.
−	<span style="color:#008000;">'''574616 – Icertis logo updation in Icertis Experience for Word'''</span><br/> With this release, the ICM Word Add-in logo has been replaced with the improved logo for Icertis Experience for Word.<br/> &nbsp;	+	'''How – '''At the start of an ICI instance, the disparity in the configuration keys is identified, and the incorrect keys are set to the default value. All such changes are recorded in the self-service portal so that the technical admins can investigate the errors.
−	&nbsp;	+	'''Value''': Self-service &nbsp;<br/> '''For''': Administrators<br/> '''Feature ID''': 1373030
−	== Enhancements to Artificial Intelligence Applications in ICM ==	+	=== Configure SSO integrations within ICI ===
−	<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span><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, obligations, associations also get added, updated or removed. Once the contract is executed, many addendums are added later or multiple clauses are replaced with new clauses in the amendments, etc. With such high number of transformations, it is difficult to keep track of which clause or attribute is in force.&nbsp;<br/> ICM has now improved usability by using AI so that users can now easily see the changes in the clauses, attributes, team members, statuses, versions, obligations and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently in one go. This helps contract owners to learn from these changes and devise an optimal negotiation strategy for further engagement with customers or vendors.<br/> Contract owners can now:&nbsp;<br/> Identify 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/> Visualize how the attribute values are changed over a period of time.&nbsp;<br/> Visualize how the clauses and their languages have changed over a period of time.&nbsp;<br/> Visualize how the statuses of agreements have changed over a period of time.&nbsp;	+	'''What''' – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
−	&nbsp;	+	'''Advantages '''– This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team.&nbsp;
−	<span style="color:#008000;">'''575397 – Improved discovery based on existing customer data'''</span><br/> ICM’s existing discovery model discovers 15 attributes and more than 40 clauses from MSA or NDA type agreement documents.&nbsp;<br/> With this release, the process of discovering attributes and clauses is improved for better accuracy by training the in-built discovery model with wide variety of agreements. ICM discovery model now discovers out-of-the-box attributes from SOW type of agreements.&nbsp;<br/> The existing ObligationAI approach, which was model based, is now replaced by AI and Rule-based approach to discover obligations more accurately.<br/> Contract negotiators can now:&nbsp;<br/> Identify clauses and attributes from multiple MSA, NDA, IT MSA, SOW contract types more accurately and automatically using DiscoverAI and NegotiateAI apps.&nbsp;<br/> Identify obligations from MSA, NDA and SOW contract types more accurately and automatically with ObligationAI.<br/> Select a discovery model specific to contract types to discover attributes and clauses with better accuracy as compared to other models.	+	'''How''' – Technical administrators can configure SSO integrations (SAML, WS-Fed and O-Auth) from the SSO configuration page.
		+	<div class="image-green-border">[[File:8.2 RN 05.png|720px|8.2 RN 05.png]]</div>
		+	'''Value''': Self-service &nbsp;<br/> '''For''': Technical admins<br/> '''Feature ID''': 1180896
−	<br/> <span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</span><br/> 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.<br/> With this release, when contract negotiators trigger the discovery process, they can view the progress of AI discovery on the agreement Details page. They will be able to view:<br/> The progress of all four discovery processes.<br/> The percentage of discovery process completed for each of discovery process and the overall discovery process.<br/> The approximate time it would take to complete the individual discovery process and the overall discovery process.<br/> Contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, etc. are displayed along with the agreement document. An option is now available to launch side-by-side view of the document along with the discovered entities. Using this option, users can view different sections for discovered clauses, attributes, tables and obligations.&nbsp;<br/> Contract negotiators also have an option to search within the agreement document. The results are highlighted to the user and a count is displayed. Users can also save any changes made in the individual discovery sections.	+	=== Customer-specific SAML/OAuth SSO Configurations ===
−	&nbsp;	+	'''What – '''In a multitenant instance of Icertis Contract Intelligence, SSO configurations are now moved from a single configuration file to separate configuration files for each tenant. These configurations can now also be modified from within Icertis Contract Intelligence.
−	<span style="color:#008000;">'''575455 – Ability to process multiple documents simultaneously during the discovery process'''</span><br/> Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document individually. With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time.<br/> 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.<br/> The duration for a document discovery to be completed depends on the number of pages in a document. For example, discovery process for a .docx file with 10 pages and 1 table will take 120 seconds to complete; whereas one with 500 pages and 15 tables will take 1800 seconds.	+	'''Advantages''' –
−	&nbsp;	+	*Site reliability and stability - SSO issues affecting one tenant do not impact other tenants.
		+	*Self-service - Technical admin users can configure SSO without intervention from Icertis teams.
−	<span style="color:#008000;">'''602198 – Support for user created attributes in NLP search'''</span><br/> Previously, the ICM AI enabled mode of searching allowed users to search agreements 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 “contract value above 20000 USD”, “contract value below 20000 USD”, “contract value between 20000 USD and 2000000 USD” and so on, can be entered to search contracts of a certain value.<br/> &nbsp;	+	'''How – '''Users with the right permissions can make SSO configuration changes from the Tenant.config file. The changes can also be made from within ICI by Technical Admin users.
−	== Enhancements to Reports ==	+	'''Value: '''Self-service, Reliability, Supportability<br/> '''For:''' Technical Admins<br/> '''Feature ID: '''1317384
−	<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span><br/> ICM offers the functionality to classify Business Type/ Contracting agreement type at contract type level. With this release, core reports will be limited to Contracting business application type.<br/> 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.<br/> This is applicable to the following reports:<br/> Agreement Clause Content Report&nbsp;<br/> Agreement Deviation Report<br/> Agreements Pending Approval Report<br/> Agreements Pending Execution Report<br/> Average Agreement Turn Around Time Report<br/> Clauses Pending Approval Report<br/> Expiring Agreements Report<br/> Templates Pending Approval Report<br/> Cycle Time Report&nbsp;<br/> Detailed Report&nbsp;<br/> Attribute Value Report&nbsp;<br/> Template Clause Report&nbsp;<br/> Clause Profiling Report&nbsp;<br/> Clause Deviations Report<br/> Expired Agreements Report&nbsp;<br/> Approved Requests Waiting For Contract Creation Report<br/> Signature Type Report&nbsp;<br/> CLM Activity Report&nbsp;<br/> Clause Insights Report<br/> Deviation Insights Report	+	=== Error-handling framework ===
−	<br/>  <br/> <span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span><br/> Users with access to Power BI dashboards will now only see data of agreements with business application type as Contracting while accessing the Business Summary, Legal Summary and Legal Details reports.<br/> Since the Custom report is common to sourcing and contracting, having a filter which is configurable makes the experience more user-friendly than only restricting the create report for contracting use cases only.	+	'''What '''– A centralized and industry-standard error handling framework for faster troubleshooting, analysis and resolution of issues. The list of error codes and related data is cataloged & documented, which will act as a standard reference for all error codes in the ICI platform.
−	&nbsp;	+	The framework provides the following features:
−	<span style="color:#008000;">'''567137 – Ability to add datasets for associated documents in Power BI for obligation and management'''</span><br/> 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;<br/> With this release, users have the option for 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 ICM offering to let customers create and view custom reports. Users will now have OM application datasets for Agreement, Obligation and Fulfillment entities in the Power BI data model as well.&nbsp;<br/> With the additional data sets, users will be able to generate reports on Power BI such as for:<br/> The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.<br/> Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.	+	Detailed and structured data to determine severity, origin, module, area & source of the error.
−	<br/> <span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span><br/> ICM 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.	+	No unhandled exceptions emanating from the system.
−	&nbsp;	+	Detailed logging is done in a central repository like Kibana.
−	<span style="color:#008000;">'''573000 – Sub-role included in Detailed and User Profiling Reports'''</span><br/> ICM 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;<br/> With this release, the Detailed Report, User Profiling Report and Agreements Pending Approval Report have now been modified to display the Approver sub-roles such as Contract Admin, Legal Approver and others.	+	For ICI Instances where AppInsights is available, a correlation id helps to track calls and correlate the complete chain of events that led to the error.
−	&nbsp;	+	'''Why '''– Eliminates time required to locate and understand the issue and reduces the overall time needed to fix issues.
−	<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 persist kindly contact customer support team.	+	'''How '''– ExceptionHandler attribute is introduced, which will have following Origin, Area, Module, Sub Module in the form of code.
−	&nbsp;	+	For example: 50000030021360X8013153 (shown on User Interface)
−	<span style="color:#008000;">'''601540 - Unavailability of Template Clause Report as Dashboard KPI'''</span><br/> With this release, the Template Clause Report has been deprecated from the Dashboard KPIs. However, it will still be accessible from the Reports tile.	+	Breakdown of the code is as follows:
−	&nbsp;	+	5 – Severity
−	== Integrations ==	+	00 – Origin (First parameter of Exception Handling attribute)
−	<span style="color:#008000;">'''541825 – Integration with the new eSignature platform &nbsp;&nbsp;'''</span><br/> 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;<br/> Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.<br/> 569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;<br/> Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;<br/> With this release, ICM 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.	+	00 – Source (mostly internal)
−	&nbsp;	+	03 – Area (Second parameter of Exception Handling attribute)
−	<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span><br/> Just like support has been extended to Namirial eSignAnyWhere in addition to DocuSign and Adobe Sign for electronic signatures, ICM has enhanced adaptability by making it possible to implement and integrate any other electronic signature provider as well based on customer requirements.	+	002 – Module (Third parameter of Exception Handling attribute)
−	&nbsp;	+	136 – SubModule (Fourth parameter of Exception Handling attribute)
−	<span style="color:#008000;">'''572516 – SAP S/4 Supplier masterdata integration &nbsp;'''</span><br/> The Icertis Experience for SAP S/4 HANA allows users to search, display and select S/4 HANA masterdata required for completing the contracting process within ICM.<br/> The ICM Experience for S/4 HANA adapter:<br/> Allows periodic data sync between S/4 HANA masterdata and ICM masterdata tables.<br/> Can be configured such that ICM Admin ca configure the data sync jobs and the related entity mappings.<br/> Is agnostic to masterdata entity i.e. it is generic enough to support any masterdata that the customer would like to sync from S/4 HANA into ICM to complete contracting business process.&nbsp;<br/> Some key use cases that customers should be able to configure the adapter to include:<br/> Supplier master data from S/4 HANA to ICM.<br/> Material/Items master data from S/4 HANA to ICM.<br/> Payment master (Terms, Types) from S/4 HANA to ICM.	+	0X8013153 – Standard C# HResult which can be googled to see the exception type
−	&nbsp;	+	Class decorators for Exception Handling
−	<span style="color:#008000;">'''572517 – SAP S/4 HANA masterdata lookup&nbsp;'''</span><br/> With this release, ICM and ICM business applications (Sourcing and Obligation Management) have been integrated with SAP S/4 HANA to render masterdata lookup from SAP S/4 HANA.	+	['''ExceptionHandler''' (exceptionOrigin: ExceptionOrigin.Core, exceptionArea: ExceptionArea.CLM, module: ExceptionAreaModule.CLM_AdminTask, submodule: ExceptionAreaSubModule.CLM_AdminTask_Root)]
−	<br/>  <br/> <span style="color:#008000;">'''573373 – Generic integration framework to support contract requests via ASB'''</span><br/> Previously, ICM supported a generic ASB adapter for inbound and outbound integration for Agreements. With this release, support is provided for creating contract requests for agreements. Users will now be able to create and update Contract Requests in ICM using an external application.	+	When an error occurs, the error code is displayed on the error message, see the screenshot below.&nbsp;&nbsp;
		+	<div class="image-green-border">[[File:8.2 RN 33.PNG|400px|8.2 RN 33.PNG]]</div>
		+	'''Value: '''Supportability<br/> '''For: '''Partner Developers | Any Application User | Troubleshooters<br/> '''Feature ID''': 1373034
−	&nbsp;	+	=== Administration & Configuration Enhancements ===
−	<span style="color:#008000;">'''573377 – Generic integration framework to support associations via ASB'''</span><br/> Previously, ICM supported a generic ASB adapter for inbound and outbound integration only for agreements. With this release, support is provided for creating contract requests for the agreements. Users will now be able to create and update contract requests in ICM using an external application. &nbsp;<br/> The ASB adapter will pick the JSON payload from the message queue and create associations to an existing agreement or RFx record in ICM. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data. &nbsp;	+	[[File:8.2 RN 34.PNG|720px|8.2 RN 34.PNG]]
−	&nbsp;	+	== Reporting Analysis ==
−	<span style="color:#008000;">'''573379 – Generic integration framework to support amendments via ASB'''</span><br/> Contract amendments are an integral part of business flow and the support for amendment integration is critical for businesses. With this release, the generic integrations ASB adapter will be able to update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;	+	=== Dashboard and Power BI reports for Supplier Evaluation ===
−	&nbsp;	+	'''What – '''An interactive Supplier Evaluation dashboard with the following features is now available out-of-the-box:
−	<span style="color:#008000;">'''594454 – Additional connector support for JSON file format'''</span><br/> Previously CSV files were supported for masterdata upload using ASB and SFTP, while text based files were supported for uploads using SFTP.&nbsp;<br/> With this release, the file based integration will additionally support JSON file format, while also supporting blob connectors.	+	Interactive graphs for status of evaluation cases, evaluation distribution by performance, and ageing in review or approval states.
−	&nbsp;	+	Enlists the top and poor performing suppliers based on a host of filters like evaluation type, period of evaluation, supplier name and more.
−	<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span><br/> Previously, ICM 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;<br/> With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. &nbsp;The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICM . The agreement can be sent for review to multiple users by selecting the users from the available list.<br/> 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;	+	Captures evaluations that are awaiting supplier inputs for missing documents.
−	&nbsp;	+	360-degree supplier performance score card about different evaluations, KPI and performance trend over a time period.
−	<span style="color:#008000;">'''537774 – Ability to create contracts based on Opportunity or Quote'''</span><br/> 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.&nbsp;<br/> With this release, the contract creation process has been automated based on opportunity or quote status, will increase the productivity of sales users.<br/> Sales admin users can now:<br/> Configure the opportunity or quote status which can automatically trigger the contract creation.<br/> Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.<br/> Define the Type of Paper to be used as Own or Third Party.<br/> Configure automated contract creation or manual contract creation by creating a task for the opportunity (for which a contract needs to be created).&nbsp;<br/> If there is a task to manually create a contract, Sales 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 i.e. follow the same steps as above.<br/> For auto creation of contracts, the ICM for Salesforce will determine the dependencies for the contract. For example, if the opportunity is for an extension, the existing master agreement for the account will be identified and an appropriate contract type such as an order form will be selected and associated with it.<br/> Additionally, Salesforce users will receive a Task and/or Chatter notification whenever a contract is automatically created.	+	Capture supplier documents/ certificates that are expired or expiring within 5 days.
−	&nbsp;	+	'''Advantages –'''
−	<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. However, when ICM is set up on non-production environments, these emails need to be redirected (or overridden) 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.	+	Information is represented visually and is easier to consume and track.
−	<br/>  <br/> <span style="color:#008000;">'''574458 – ICM task integration to Salesforce tasks'''</span><br/> Previously, Salesforce users could manage all internal and external tasks within Salesforce itself. However, they could not manage ICM tasks from within Salesforce. &nbsp;<br/> With this release, ICM users can now:&nbsp;<br/> Manage ICM tasks from within Salesforce. The tasks created in ICM are pushed to Salesforce that allows to view the summary of the tasks with the attributes such as Task Name, Status, Priority, Due Date. &nbsp;<br/> View the task details after it is available in Salesforce.&nbsp;<br/> Configure ICM task integration with Salesforce. &nbsp;	+	Assist the procurement team in setting up the right expectations and manage supplier relationships.
−	&nbsp;	+	Insights into poorly performing suppliers can help in planning proactive performance improvement.
−	== ICM Platform Tools ==	+	'''How – '''The dashboard and reports can be accessed from the Supplier Management -> Dashboard.
−	<span style="color:#008000;">'''588361 – PToP support for ICM'''</span><br/> The 7.11 release, some enhancements were made to the Promote To Production (PToP) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some validations in the PToP engine, and an improved user interface to provide support to PToP and DevOps teams.<br/> With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to administrators, can promote ICM configurations/modifications that are made to ICM 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.<br/> Note: UI changes on contract type, rule set, notification template are not included.	+	'''Pre-requisite''': HTTP Artifact binding should be supported by the respective IDP server to enable this feature.
		+	<div class="image-green-border">[[File:8.2 RN 15.png|720px|8.2 RN 15.png]]</div>
		+	'''Value: '''Analytics&nbsp;| User experience<br/> '''For: '''Vendor Management Office | Procurement Department | Business Analysts| Legal Team<br/> '''Feature ID: '''1235347
−	&nbsp;	+	=== New filters added to Agreement and Amendment based SSRS reports ===
−	<span style="color:#008000;">'''561717 – PToP support for Daimler'''</span><br/> With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments.<br/> This functionality:<br/> Provides AWS Support for File Copy in Auto PToP tool.<br/> Supports for movement of Security Group, User Group and Rule.&nbsp;<br/> Gets the list of entities for which ES Sync has failed when ES Sync is not successful.<br/> Provides upfront validation for Source and Target DB version mismatch before actual P2P validation process starts.<br/> Gives an option to enable DB, ES and Store backup before PToP starts which is helpful for complex PToP.<br/> Gives a validation error if the same entity is added multiple times, so that PToP does not fail.<br/> Supports saved searches.<br/> Supports User groups, Security Groups and Org Groups (which is done through manual PToP in Daimler).<br/> 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.<br/> Provides validations of PToP task using a small tool in Daimler to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICM, etc. This is checked through VBA script). Also, users may need to manually verify Is Latest which may be in an issue in environments.<br/> Note: Customers using ICM version before 7.12 need to upgrade to use this feature.<br/> &nbsp;	+	'''What – '''The following filters are now available on UI for DRF Agreements Pending Approval and DRF Expired Agreements reports:
−	&nbsp;	+	Contract Type
−	&nbsp;	+	Org Unit
−	== Technical Requirements for Release 7.12 ==	+	Agreement Owner
−	The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below:	+	Agreement Status
−	[[File:7.11 Release Notes Technical Requirements 001.png|720px|7.11 Release Notes Technical Requirements 001.png]]	+	Created Date (Created Date From, Created Date To)
−	[[File:7.11 Release Notes Technical Requirements 2.png|720px|7.11 Release Notes Technical Requirements 2.png]]	+	Time Zone
−	[[File:7.11 Release Notes Technical Requirements 03.png|720px|7.11 Release Notes Technical Requirements 03.png]]	+	'''Note''': These reports are default and cannot be customized as of now.
−	[[File:7.11 Release Notes Technical Requirements 4.png|720px|7.11 Release Notes Technical Requirements 4.png]]<br/> [[File:7.11 Release Notes Technical Requirements 05.png|720px|7.11 Release Notes Technical Requirements 05.png]]	+	'''Advantages – '''One or more filters can be applied to help view the data in contextual slices.
−	&nbsp;	+	'''How – '''The filters can be applied from the respective reports page, which can be accessed from the Default Reports tab.
		+	<div class="image-green-border">[[File:8.2 RN 16.png|720px|8.2 RN 16.png]]</div>
		+	'''Value: '''Self-service<br/> '''For: '''Managers | Legal Team | Decision Makers<br/> '''Feature ID: '''1346718
−	&nbsp;	+	=== Self-Service Configuration page for creating custom SSRS reports and dynamic views ===
		+	'''What – '''Technical users can create or modify dynamic views and create or modify SSRS reports from the self-service configurations page. Some knowledge of technical column names and JSON is necessary to make the modifications.
		+
		+	'''Advantages – '''Provides a simpler path to customize reports and can be done by technical users without intervention from Icertis teams.
		+
		+	'''How – '''Users with technical role ‘Report admin’ can access the Report Configurations tab on the System Configuration – Self-Service page and create and modify the dynamic views and SSRS DRF reports.
		+	<div class="image-green-border">[[File:8.2 RN 17.png|720px|8.2 RN 17.png]]</div>
		+	'''Value: '''Self-service<br/> '''For: '''Configuration Admin | External implementation partners<br/> '''Feature ID: '''1346720
		+
		+	== APIs ==
		+
		+
		+	=== API Management Service ===
		+
		+	'''What – '''API management is a key infrastructure of API offering working as a façade and controlling layer for use of ICI APIs. It consists of—a gateway which controls the flow of APIs from the integrating application to ICI API server, a management portal to configure the usage policies and an information portal called API Hub.
		+
		+	With the API Management, the following is possible for customers:
		+
		+	*Enforcing usage quota limit
		+	*Rate limiting (throughput throttling) of API calls (by default set to 5 API calls per min)
		+	*Monitoring and getting reports on usage of APIs
		+
		+	'''How – '''All customers using Icertis APIs can use the APIM gateway URLs as API URLs. For new customers, the APIs are automatically routed through APIM. For the existing customers that are already using APIs, they must make a configuration change to connect to APIM. The Icertis team will provide the exact API gateway URLs.
		+
		+	'''Note''': The API Hub capability where users can get the information about APIs, try out the endpoints and get API usage reports is described as a separate feature below in the release notes.
		+
		+	'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
		+
		+	=== Icertis API Hub–A New Developer Experience for Working with APIs ===
		+
		+	'''What – '''The new Icertis API Developer Experience is simple, secure, and immersive for the developers.
		+
		+	As an API developer, the new Icertis API Developer Experience allows you to discover and interact with the ICI APIs. Developers can find recommendations for making API requests, inputs for each endpoint, and authentication methods. Based on the subscription key, the developers can make API calls for the API products.
		+
		+	We have divided the API endpoints into distinct categories to facilitate access and search. Reports include data points like the number of API calls, response time, APIs used, etc.
		+
		+	'''Advantages''' –
		+
		+	*Smoother developer on-boarding and learning experience
		+	*Real-time usage reports provide transparency
		+
		+	'''How – '''You must have the APIM Dev Portal User role assigned to access the new APIM Developer experience. Contact your system administrator for access.
		+
		+	Additional notes:
		+
		+	*You can use OAuth or token-based authentication method
		+	*An additional fee is required to use the access-based certificate authentication method
		+
		+	'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
		+
		+	=== Framework for the composite API ===
		+
		+	'''What''' – This release introduces “Single Response – Composite APIs” to eliminate creation of wrappers over ICI Platform’s APIs while using them.
		+
		+	The Composite API Framework supports the following features:
		+
		+	API endpoint for supporting composite structure
		+
		+	Request and Response representation
		+
		+	Validation framework for composition
		+
		+	Orchestration logic for composite requests
		+
		+	Referencing field's structure and usage
		+
		+	'''Advantages''' – The framework helps simplify the implementation and makes the integration more efficient. How - API developer can work on ICI entities via single composite API request to trigger series of APIs calls in a single API call and get multiple request results in a single response body.
		+
		+	'''Value''': User Experience | Ease of Use | Improved Efficiency<br/> '''For''': API Developers | Administrators<br/> '''Feature ID''': 1182667
		+
		+	=== API Endpoint Changes ===
		+
		+	[[File:8.2 RN 06.PNG|720px|8.2 RN 06.PNG]]
		+
		+	[[File:8.2 RN 07.PNG|720px|8.2 RN 07.PNG]]
		+
		+	[[File:8.2 RN 08.PNG|720px|8.2 RN 08.PNG]]
		+
		+	[[File:8.2 RN 09.PNG|720px|8.2 RN 09.PNG]]
		+
		+	[[File:8.2 RN 10.PNG|720px|8.2 RN 10.PNG]]
		+
		+	[[File:8.2 RN 11.PNG|720px|8.2 RN 11.PNG]]
		+
		+	[[File:8.2 RN 12.PNG|720px|8.2 RN 12.PNG]]
		+
		+	== AI Applications ==
		+
		+	=== Beta Feature – Refer existing obligations when reviewing AI-discovered obligations ===
		+
		+	'''What''' – AI-discovered obligations are automatically categorized in a category and sub-category when presented for review and confirmation. When reviewing discovered obligations users can now refer to existing obligations in approved state belonging to the same category, sub-category and related agreements. Changing the category and sub-category, displays the relevant set of approved obligations.
		+
		+	'''Advantages''' –
		+
		+	Referring '''Library Obligations''' can help you get a standard position/scope/language to be used while setting up a newly discovered obligation
		+
		+	Referring from '''Related Agreements''' helps you understand what obligations from parent (peer) contracts are to be set at the child level specially in case of back-to-back contracting (e.g., checking customer contracts and passing on the related obligations in supplier contracts)
		+
		+	'''How – '''Users can review AI-discovered obligations from the Review Obligation drawer, which can be accessed from the “Review Discovered Obligation” page.
		+
		+	Review Obligation drawer displaying Approved Obligations in Library Obligation
		+	<div class="image-green-border">[[File:8.2 RN 35.PNG|720px|8.2 RN 35.PNG]]</div>
		+	'''Note:''' Library Obligations are to be added manually. Please refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.2/index.php?title=ICI_Obligation_Management#Obligation_Library OM wiki] on how to setup an Obligation Library.
		+
		+	Review Obligation drawer displaying Approved Obligations in Related Agreements
		+	<div class="image-green-border">[[File:8.2 RN 36.PNG|720px|8.2 RN 36.PNG]]</div>
		+	'''Note: '''Time needed to display Obligations from related agreements may vary depending upon the number of Linked agreements and count of Obligations within them.
		+
		+	'''Value''': Efficiency | Time Saving<br/> '''For''': Legal Team | Contract Managers<br/> '''Feature ID''': 1366783
		+
		+	== Sourcing ==
		+
		+	The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application.
		+
		+	=== Converting RFI to RFP or RFQ ===
		+
		+	'''What''' – ICI Sourcing application now allows creating an RFP or RFQ from an RFI from which the suppliers are shortlisted. Users can create multiple RFP’s or RFQ’s from a single RFI.&nbsp;
		+
		+	'''Advantage''' – Saves time when creating an RFP or RFQ by allowing shortlisted suppliers to be selected from a previously completed RFI. &nbsp;
		+
		+	'''How''' – Users can use the “Create from RFI” button from the Sourcing index page or from the Create RFP/RFQ option on the RFI that is in “Bidding Closed” state.
		+
		+	'''Value''': User Experience<br/> '''Feature ID''': 1328960&nbsp;&nbsp;
		+
		+	=== Shortlist Suppliers in RFx ===
		+
		+	'''What''' – An enhancement has been made to the existing '''Shortlist''' feature that allows buyers to select and shortlist specific suppliers for the next procurement stage. For example, from RFI to RFP or RFQ or from one round to another in the same RFX. The supplier Shortlist can be modified in certain RFx statuses.
		+
		+	'''Advantage''' – Helps accessing preferred suppliers quickly or remove them from the “Suppliers” page thereby saving time.
		+
		+	'''How''' – A “Shortlist Supplier” option is added on the “Suppliers” page. &nbsp;
		+	<div class="image-green-border">[[File:8.2.RN 4.png|500px|8.2.RN 4.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Buyer and Administrator users<br/> '''Feature ID''': 1341682&nbsp;&nbsp;
		+
		+	=== Sourcing Enhancements ===
		+
		+	[[File:8.2.RN T4.PNG|720px|8.2.RN T4.PNG]]
		+
		+	== Obligation Management ==
		+
		+	The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application
		+
		+	=== Auto-create Obligations from Associations data ===
		+
		+	'''What''' – ICI Platform now facilitates improved Obligation intake from source Association records. An Obligation is automatically created from any defined associations such as Deliverables, SLA, Risk Assessments. For example, if a SOW has ‘Deliverable’ as an association, then the user can directly convert that deliverable into an Obligation.
		+
		+	'''Advantages''' – Streamlines and simplifies creation of Delivery Dates, Milestones, SLAs, Risk Assessments, and other obligations from associated records, improving process efficiency. Auto-creation of Obligations enhances tracking compliance centrally using Obligation Management.
		+
		+	'''How – '''You can use the “Create Obligation” menu option from the Associations object list view or details page.
		+	<div class="image-green-border">[[File:8.2.RN 5.png|720px|8.2.RN 5.png]]</div>
		+	'''Value''': User Experience | Contract Building | Managing Obligations | Process Efficiency<br/> '''For''': Risk Managers | Contract Administrators<br/> '''Feature ID''': 649740
		+
		+	=== Use “Date” & “DateTime” Attributes from Holding Agreement for Obligation Scheduling ===
		+
		+	'''What – '''Due'''dates and end dates for obligations can now be selected from any of the date attributes of the agreement.'''
		+
		+	'''Advantages'''
		+
		+	Eliminates the need for an Obligation creator to know specific dates.
		+
		+	Consistency in Obligation dates used across various members / obligation creators
		+
		+	Reduces the extra effort required in referring to Date Attributes of holding agreement entity (for example, Effective Date / Expiry Date) and use them in Obligation creation.
		+
		+	'''How – '''Two new attributes have been added to the Obligation Contract Type – “Select Due Date From” and “Select End Date From”. You can select a specific date value from the given options. The date value selected will be as per the actual date defined in the Agreement. For example, if you select “Expiry Date” value, an Obligation will be created with an expiry date that is same as the expiry date for the Agreement.
		+	<div class="image-green-border">[[File:8.2.RN 6.png|600px|8.2.RN 6.png]]</div>
	&nbsp;		&nbsp;
		+
		+	'''Value''': User Experience<br/> '''For''': Contract Operations<br/> '''Feature ID''': 913820
		+
		+	=== Obligation Management Enhancements ===
		+
		+	[[File:8.2.RN T5.PNG|720px|8.2.RN T5.PNG]]
		+
		+	== Supplier Relationship Management ==
		+
		+	ICI Supplier Relationship Management application is certified to work with the 8.2 release
		+
		+	=== Supplier Profile and Supplier Master records synchronization ===
		+
		+	'''What''' – Supplier product and service categories are now automatically synced in the following events:
		+
		+	On supplier qualification, the product/service category updates get copied to the Supplier Master category field.
		+
		+	Buyers update the Supplier Master the information is synced with the Supplier Profile.
		+
		+	Buyers update the Supplier Profile the information is synced with Supplier Master.
		+
		+	'''Advantage''' – Supplier records are consistent and can be consumed across all Icertis applications.
		+
		+	'''How''' – If a supplier record in the database is modified depending on the conditions defined, the other relevant records also get updated automatically.&nbsp;
		+
		+	'''Value''': Efficiency<br/> '''For''': Buyer users<br/> '''Feature ID''': 1420117
		+
		+	=== Supplier Relationship Management Enhancements ===
		+
		+	[[File:8.2.RN T7.PNG|720px|8.2.RN T7.PNG]]
	&nbsp;		&nbsp;
−	== Known Issues for Release 7.12 ==	+	== Rebates Enhancements ==
		+
		+	Rebates App in ICI Platform is enhanced to improve the usability and thereby improve the overall user experience, scalability and robust calculations. The Rebates App extends support for Big Data, AI, and Dynamic JSON. The enhancements in Rebates App can be summarized as below:
		+
		+	'''Refined seeded data model:'''
		+
		+	*Minimal configuration and data reusability to make Rebates app more scalable.
		+	*Standardized naming conventions to avoid any conflicts with other apps.
		+	*Normalized data has improved Calculation Engine’s efficiency by 50%.
		+	*Dynamic JSON for Rebate program data eliminates the need to have distinct rebates and payout calculation for every business unit in an organization. The enhanced calculation engine extracts JSON data from the Agreement and its associated documents and maps it with the newly configured attributes.
		+	*Background tasks optimized to support big data such as calculation engine processing large invoice and agreement datasets. As an example, for performance testing, it took 35 seconds (approximately) to process 170,000 &nbsp;records (approximately) as compared to 1 minute (approximately) for 5000 records (approximately) in the earlier version.
		+	*Rebate program attributes are a part of associated document instead of an agreement, which enables handling multiple rebate programs within a contract. This also reduces the number of attributes in an agreement, that improves the performance of agreement creation.
		+	*Standardized attributes management by allowing 16-digit numbers with 6 decimal places.
		+	*Generic Product, Location, and Customer hierarchies allow customizing configuration and mapping it to the calculation engine.
		+	*Previously, configuration supported only up to 10 customer details as these details were part of the Agreement itself. However, now these details are migrated as Associated documents to support unlimited customer details.
		+
		+	'''Power BI Reporting:'''
		+
		+	*Intuitive dashboard with advanced analytics on the rebate agreement distribution and accruals accumulation.
		+	*Out-of-the-box reports added in Power BI, which were earlier focused on Accruals, are now aligned with the overall performance of Rebates.
		+	*Improved visibility for Rebates payout calendar with the next payout dates.
		+
		+	=== Risk Management Enhancements ===
		+
		+	[[File:8.2.RN T6.PNG|720px|8.2.RN T6.PNG]]
		+
		+	== Technology Updates ==
		+
		+	=== HTTP Artifact Binding Support for SSO Integration ===
		+
		+	'''What – '''In addition to HTTP POST and HTTP Redirect, ICI now supports HTTP Artifact binding for SSO (Single Sign-On) integration along with other IdPs like ADFS.
		+
		+	'''Advantages – '''With improved security, exchanging sensitive data across Id Provider (IdP) and Service Provider (SP) becomes more authenticated and trustworthy. This prevents intervention of any malicious party.
		+
		+	'''How – '''Administrator or Implementation Partner can choose between HTTP POST, HTTP Redirect and HTTP Artifact binding for SSO (Single Sign-On) integration, on the IdP server side.
		+
		+	'''Value: '''Secure Authentication Process<br/> '''For: '''All ICI Users<br/> '''Feature ID: '''1342076
		+
		+	=== Microsoft retiring basic authentication for SMTP ===
		+
		+	'''What '''– Microsoft is retiring basic authentication for SMTP, and it would be necessary for customers using basic authentication to move to an alternate service. ICI now supports modern authentication with support for Microsoft Graph API.
		+
		+	'''Why '''– Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Microsoft retiring Outlook REST API ===
		+
		+	'''What''': The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.
		+
		+	Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.
		+
		+	'''Why''': Microsoft has announced that Outlook REST API will be deprecated in the month of November, 2022.
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Support for StartTLS protocol ===
		+
		+	'''What''' – Adding support for the StartTLS protocol through NuGet MailKit for authentication and notification. StartTLS protocol command is used to inform the email server that the email client wants to upgrade from an insecure connection to a secure one using TLS or SSL.<br/> <br/> '''Why''' – Customers have the option to use the StartTLS protocol, which supports enhanced security.
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Bootstrap upgrade from version 4.5.2 to 5.1.3 ===
		+
		+	'''What''' – The Bootstrap library has been upgraded from version 4.5.2 to 5.1.3. The support for Bootstrap library version 4.5.2 ends by Q3 2022. 4.5.2 is compatible with the new version.
		+
		+	'''Why''' – To address security vulnerabilities.
		+
		+	'''TFS ID''': 1459132<br/> &nbsp;
		+
		+	=== Web Application Firewall & Azure Front Door ===
		+
		+	'''What''' –
		+
		+	Implementing Azure Front Door (AFD) with the following settings:
		+
		+	Web Application Firewall (WAF) in diagnostic mode
		+
		+	Prevention Rule in AFD to restrict access from embargo countries.
		+
		+	'''Advantages – '''WAF & AFD help prevent against common exploits and vulnerabilities.
		+
		+	'''How – '''It can be configured, deployed, and managed via the Azure Portal, PowerShell, and CLI (command-line interface).
		+
		+	'''Value''': Security<br/> '''For''': Administrators<br/> '''Feature ID''': 951438
	&nbsp;		&nbsp;
		+
		+	= 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:
		+
		+	[[File:8.2.RN T8.PNG|720px|8.2.RN T8.PNG]]
		+
		+	[[File:8.2.RN T9.PNG|720px|8.2.RN T9.PNG]]
		+
		+	[[File:8.2.RN T10.PNG|720px|8.2.RN T10.PNG]]<br/> [[File:8.2.RN T11.PNG|720px|8.2.RN T11.PNG]]
		+
		+	[[File:8.2.RN T12.PNG|720px|8.2.RN T12.PNG]][[File:8.2.RN T13.PNG|720px|8.2.RN T13.PNG]]
		+
		+	[[File:8.2.RN T14.PNG|720px|8.2.RN T14.PNG]]
		+
		+	[[File:8.2.RN T15.PNG|720px|8.2.RN T15.PNG]]<br/> [[File:8.2.RN T16.PNG|720px|8.2.RN T16.PNG]]<br/> [[File:8.2.RN T17.PNG|720px|8.2.RN T17.PNG]]
		+
		+	[[File:8.2.RN T18.PNG|720px|8.2.RN T18.PNG]]
		+
		+	= 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:
		+
		+	[[File:8.2.RN T19.PNG|720px|8.2.RN T19.PNG]]
		+
		+	&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 13:09, 29 September 2022

ICI Release Notes - Release 8.2

Apart from new features and enhancements, this document contains information on:

• Technical Requirements
• Accessibility Conformance
• Known Issues

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

New Features and Enhancements

Contract Authoring & Management 

Amend contracts preserving previously negotiated terms

What – When users amend a contract, they now have a choice to either use the base agreement or a previously negotiated and amended contract. Along with the contract version, users can also choose the associations to copy to the amendment.

Advantages – Maintaining a history of the original agreement and all amendments is now possible. This helps in auditing the changes made to contracts over time.

How – Options to choose the amendment and copy associations to the amendment are now available when creating an amendment. Users can associate and inherit documents such as NDA, SOW, etc.

Value: Compliance | User Experience
For: Legal Team | Authors | Contract Managers
Feature ID: 1233193

Send multiple agreements packaged in a single envelope for electronic signature

What – Earlier, agreement could be bundled only with its associations and sent for electronic signature. With this release you can also bundle peer agreements in a single package for electronic signing.

Advantages – Eliminates the need to send one agreement at a time for signature, thereby saving time. Provisions setting a sequence in which the agreements must be signed and facilitates reordering if required.

How - Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.

Value: User Experience | Contract Building Performance
For: Contract Owners | Legal Compliance Team
Feature ID: 1369302

Quickly create and edit contract types in bulk using excel workbook

What – ICI now allows its users to edit and create contract types in bulk using the Microsoft Excel workbook. User can also edit multiple attributes for multiple contract types at once.

Advantages

Contract type (CT) changes happen frequently in the implementation phase, the feedbacks from the customers regarding the changes in the CT have to be earlier implemented one by one for each CT in ICI UI. Now, this changes and edits can be done in one go using this feature.

Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.

How

A button “Bulk Contract Type” is now added under “Configure” tile.

Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.

Value: User Experience
For: Admins | Legal Team | Contract Managers
Feature ID: 1342050

Icertis Experiences

Rules functionality added to Icertis Experience for Word

What – Users can now create rules for assembling the clause and define the rules for selecting the template from within Microsoft Word to display clauses in agreements based on specified conditions. Existing rules can also be viewed or edited from Microsoft Word.

Advantages – Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.

Reduced turnaround time, instead of switching while creating the clause and template

How – Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.

Value: User Experience
For: Legal Team
Feature ID: 1117626

Outlook Add-in – Labeling and validation for emails added to ICI

What – Every email uploaded in ICI will now display an Outlook category label, that helps users know if the email is already added in ICI. Additionally, a validation is also displayed if user tries uploading same emails twice. Users can customize the outlook category label as per the needs.

Advantages – Avoid uploading duplicate email conversations in ICI.

How – This feature is available as part of Icertis Experience for Outlook.

Value: User Experience
For: Contract Managers | Legal Teams
Feature ID: 1341557 

Revamping ICI Salesforce User Experience

What – Revamping the ICI Salesforce user interface to give a better user experience, with addition of features and enhancement under agreement related sub tabs.

The following agreement sub tabs can now be seen with new capabilities:

• Associations sub tab
• Amendment sub tab
• Note sub tab
• Team sub tab
• Collaboration sub tab

Some new features include:

Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.

Ability to preview the document from amendments sub tab.

The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.

Advantages – This revamp will be giving a more consistent and familiar user experience with enhanced look and feel inline with Salesforce native user experience across tabs, subtabs and actions for sales personas.

How – Below are few screenshots of the revamped ICI Salesforce platform.

New ICI Salesforce Agreement Details screen

New Add Note Dialog box

Value: User Experience
For: Sales Team
Feature ID: 1356012

Salesforce – Visibility of products and services sold to customers

What – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.

Advantages – With visibility to Agreement lines through this feature, Sales Executives will be able to identify Cross-sell, up-sell opportunities to pursue relevant sales, and request amendment to appropriate contract.

How – A new subtab “Agreement Lines” is added for account object displaying all the active product and services sold to the customer. The products displayed under agreement line subtab are fetched via ICI saved searches.

Note: The “Agreement Lines” displays only active products and services from executed contracts.

Value: User Experience
For: Sales Managers | Sales Executive
Feature ID: 1192973

Enhancements – Mobile App Experience

Administration & Configuration

Enhanced ICI startup validation architecture

What – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.

Advantages – Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.

How – At startup, the validation framework checks for configuration keys that are inconsistent or incorrect and restores those to default values thereby preempting any startup issues. Technical admins can view and investigate the validation logs on the self-service portal.

Value: Reliability, Supportability
For: Administrators
Feature ID: 1373024

Configure E-Signature Integrations within ICI

What – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.

Advantages – This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team. 

How – Technical administrators can configure E- sign providers (DocuSign and AdobeSign) from the E-sign configuration page.

Value: Self-service
For: Technical admins
Feature ID: 1180879

Integrated Config keys validation framework

What – ICI now has the capability to check incorrect values, difference in data types, and inconsistency in configuration data. The utility can be run prior to starting an application and the report and errors reported can be used to help find a solution.

Advantages – Helps prevent issues that occur during application startup.

How – At the start of an ICI instance, the disparity in the configuration keys is identified, and the incorrect keys are set to the default value. All such changes are recorded in the self-service portal so that the technical admins can investigate the errors.

Value: Self-service  
For: Administrators
Feature ID: 1373030

Configure SSO integrations within ICI

What – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.

Advantages – This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team. 

How – Technical administrators can configure SSO integrations (SAML, WS-Fed and O-Auth) from the SSO configuration page.

Value: Self-service  
For: Technical admins
Feature ID: 1180896

Customer-specific SAML/OAuth SSO Configurations

What – In a multitenant instance of Icertis Contract Intelligence, SSO configurations are now moved from a single configuration file to separate configuration files for each tenant. These configurations can now also be modified from within Icertis Contract Intelligence.

Advantages –

• Site reliability and stability - SSO issues affecting one tenant do not impact other tenants.
• Self-service - Technical admin users can configure SSO without intervention from Icertis teams.

How – Users with the right permissions can make SSO configuration changes from the Tenant.config file. The changes can also be made from within ICI by Technical Admin users.

Value: Self-service, Reliability, Supportability
For: Technical Admins
Feature ID: 1317384

Error-handling framework

What – A centralized and industry-standard error handling framework for faster troubleshooting, analysis and resolution of issues. The list of error codes and related data is cataloged & documented, which will act as a standard reference for all error codes in the ICI platform.

The framework provides the following features:

Detailed and structured data to determine severity, origin, module, area & source of the error.

No unhandled exceptions emanating from the system.

Detailed logging is done in a central repository like Kibana.

For ICI Instances where AppInsights is available, a correlation id helps to track calls and correlate the complete chain of events that led to the error.

Why – Eliminates time required to locate and understand the issue and reduces the overall time needed to fix issues.

How – ExceptionHandler attribute is introduced, which will have following Origin, Area, Module, Sub Module in the form of code.

For example: 50000030021360X8013153 (shown on User Interface)

Breakdown of the code is as follows:

5 – Severity

00 – Origin (First parameter of Exception Handling attribute)

00 – Source (mostly internal)

03 – Area (Second parameter of Exception Handling attribute)

002 – Module (Third parameter of Exception Handling attribute)

136 – SubModule (Fourth parameter of Exception Handling attribute)

0X8013153 – Standard C# HResult which can be googled to see the exception type

Class decorators for Exception Handling

[ExceptionHandler (exceptionOrigin: ExceptionOrigin.Core, exceptionArea: ExceptionArea.CLM, module: ExceptionAreaModule.CLM_AdminTask, submodule: ExceptionAreaSubModule.CLM_AdminTask_Root)]

When an error occurs, the error code is displayed on the error message, see the screenshot below.  

Value: Supportability
For: Partner Developers | Any Application User | Troubleshooters
Feature ID: 1373034

Administration & Configuration Enhancements

Reporting Analysis

Dashboard and Power BI reports for Supplier Evaluation

What – An interactive Supplier Evaluation dashboard with the following features is now available out-of-the-box:

Interactive graphs for status of evaluation cases, evaluation distribution by performance, and ageing in review or approval states.

Enlists the top and poor performing suppliers based on a host of filters like evaluation type, period of evaluation, supplier name and more.

Captures evaluations that are awaiting supplier inputs for missing documents.

360-degree supplier performance score card about different evaluations, KPI and performance trend over a time period.

Capture supplier documents/ certificates that are expired or expiring within 5 days.

Advantages –

Information is represented visually and is easier to consume and track.

Assist the procurement team in setting up the right expectations and manage supplier relationships.

Insights into poorly performing suppliers can help in planning proactive performance improvement.

How – The dashboard and reports can be accessed from the Supplier Management -> Dashboard.

Pre-requisite: HTTP Artifact binding should be supported by the respective IDP server to enable this feature.

Value: Analytics | User experience
For: Vendor Management Office | Procurement Department | Business Analysts| Legal Team
Feature ID: 1235347

New filters added to Agreement and Amendment based SSRS reports

What – The following filters are now available on UI for DRF Agreements Pending Approval and DRF Expired Agreements reports:

Contract Type

Org Unit

Agreement Owner

Agreement Status

Created Date (Created Date From, Created Date To)

Time Zone

Note: These reports are default and cannot be customized as of now.

Advantages – One or more filters can be applied to help view the data in contextual slices.

How – The filters can be applied from the respective reports page, which can be accessed from the Default Reports tab.

Value: Self-service
For: Managers | Legal Team | Decision Makers
Feature ID: 1346718

Self-Service Configuration page for creating custom SSRS reports and dynamic views

What – Technical users can create or modify dynamic views and create or modify SSRS reports from the self-service configurations page. Some knowledge of technical column names and JSON is necessary to make the modifications.

Advantages – Provides a simpler path to customize reports and can be done by technical users without intervention from Icertis teams.

How – Users with technical role ‘Report admin’ can access the Report Configurations tab on the System Configuration – Self-Service page and create and modify the dynamic views and SSRS DRF reports.

Value: Self-service
For: Configuration Admin | External implementation partners
Feature ID: 1346720

APIs

API Management Service

What – API management is a key infrastructure of API offering working as a façade and controlling layer for use of ICI APIs. It consists of—a gateway which controls the flow of APIs from the integrating application to ICI API server, a management portal to configure the usage policies and an information portal called API Hub.

With the API Management, the following is possible for customers:

• Enforcing usage quota limit
• Rate limiting (throughput throttling) of API calls (by default set to 5 API calls per min)
• Monitoring and getting reports on usage of APIs

How – All customers using Icertis APIs can use the APIM gateway URLs as API URLs. For new customers, the APIs are automatically routed through APIM. For the existing customers that are already using APIs, they must make a configuration change to connect to APIM. The Icertis team will provide the exact API gateway URLs.

Note: The API Hub capability where users can get the information about APIs, try out the endpoints and get API usage reports is described as a separate feature below in the release notes.

For: API Developers | Administrators
Feature ID: 1182735

Icertis API Hub–A New Developer Experience for Working with APIs

What – The new Icertis API Developer Experience is simple, secure, and immersive for the developers.

As an API developer, the new Icertis API Developer Experience allows you to discover and interact with the ICI APIs. Developers can find recommendations for making API requests, inputs for each endpoint, and authentication methods. Based on the subscription key, the developers can make API calls for the API products.

We have divided the API endpoints into distinct categories to facilitate access and search. Reports include data points like the number of API calls, response time, APIs used, etc.

Advantages –

• Smoother developer on-boarding and learning experience
• Real-time usage reports provide transparency

How – You must have the APIM Dev Portal User role assigned to access the new APIM Developer experience. Contact your system administrator for access.

Additional notes:

• You can use OAuth or token-based authentication method
• An additional fee is required to use the access-based certificate authentication method

For: API Developers | Administrators
Feature ID: 1182735

Framework for the composite API

What – This release introduces “Single Response – Composite APIs” to eliminate creation of wrappers over ICI Platform’s APIs while using them.

The Composite API Framework supports the following features:

API endpoint for supporting composite structure

Request and Response representation

Validation framework for composition

Orchestration logic for composite requests

Referencing field's structure and usage

Advantages – The framework helps simplify the implementation and makes the integration more efficient. How - API developer can work on ICI entities via single composite API request to trigger series of APIs calls in a single API call and get multiple request results in a single response body.

Value: User Experience | Ease of Use | Improved Efficiency
For: API Developers | Administrators
Feature ID: 1182667

API Endpoint Changes

AI Applications

Beta Feature – Refer existing obligations when reviewing AI-discovered obligations

What – AI-discovered obligations are automatically categorized in a category and sub-category when presented for review and confirmation. When reviewing discovered obligations users can now refer to existing obligations in approved state belonging to the same category, sub-category and related agreements. Changing the category and sub-category, displays the relevant set of approved obligations.

Advantages –

Referring Library Obligations can help you get a standard position/scope/language to be used while setting up a newly discovered obligation

Referring from Related Agreements helps you understand what obligations from parent (peer) contracts are to be set at the child level specially in case of back-to-back contracting (e.g., checking customer contracts and passing on the related obligations in supplier contracts)

How – Users can review AI-discovered obligations from the Review Obligation drawer, which can be accessed from the “Review Discovered Obligation” page.

Review Obligation drawer displaying Approved Obligations in Library Obligation

Note: Library Obligations are to be added manually. Please refer to the OM wiki on how to setup an Obligation Library.

Review Obligation drawer displaying Approved Obligations in Related Agreements

Note: Time needed to display Obligations from related agreements may vary depending upon the number of Linked agreements and count of Obligations within them.

Value: Efficiency | Time Saving
For: Legal Team | Contract Managers
Feature ID: 1366783

Sourcing

The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application.

Converting RFI to RFP or RFQ

What – ICI Sourcing application now allows creating an RFP or RFQ from an RFI from which the suppliers are shortlisted. Users can create multiple RFP’s or RFQ’s from a single RFI. 

Advantage – Saves time when creating an RFP or RFQ by allowing shortlisted suppliers to be selected from a previously completed RFI.  

How – Users can use the “Create from RFI” button from the Sourcing index page or from the Create RFP/RFQ option on the RFI that is in “Bidding Closed” state.

Value: User Experience
Feature ID: 1328960  

Shortlist Suppliers in RFx

What – An enhancement has been made to the existing Shortlist feature that allows buyers to select and shortlist specific suppliers for the next procurement stage. For example, from RFI to RFP or RFQ or from one round to another in the same RFX. The supplier Shortlist can be modified in certain RFx statuses.

Advantage – Helps accessing preferred suppliers quickly or remove them from the “Suppliers” page thereby saving time.

How – A “Shortlist Supplier” option is added on the “Suppliers” page.  

Value: User Experience
For: Buyer and Administrator users
Feature ID: 1341682  

Sourcing Enhancements

Obligation Management

The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application

Auto-create Obligations from Associations data

What – ICI Platform now facilitates improved Obligation intake from source Association records. An Obligation is automatically created from any defined associations such as Deliverables, SLA, Risk Assessments. For example, if a SOW has ‘Deliverable’ as an association, then the user can directly convert that deliverable into an Obligation.

Advantages – Streamlines and simplifies creation of Delivery Dates, Milestones, SLAs, Risk Assessments, and other obligations from associated records, improving process efficiency. Auto-creation of Obligations enhances tracking compliance centrally using Obligation Management.

How – You can use the “Create Obligation” menu option from the Associations object list view or details page.

Value: User Experience | Contract Building | Managing Obligations | Process Efficiency
For: Risk Managers | Contract Administrators
Feature ID: 649740

Use “Date” & “DateTime” Attributes from Holding Agreement for Obligation Scheduling

What – Duedates and end dates for obligations can now be selected from any of the date attributes of the agreement.

Advantages

Eliminates the need for an Obligation creator to know specific dates.

Consistency in Obligation dates used across various members / obligation creators

Reduces the extra effort required in referring to Date Attributes of holding agreement entity (for example, Effective Date / Expiry Date) and use them in Obligation creation.

How – Two new attributes have been added to the Obligation Contract Type – “Select Due Date From” and “Select End Date From”. You can select a specific date value from the given options. The date value selected will be as per the actual date defined in the Agreement. For example, if you select “Expiry Date” value, an Obligation will be created with an expiry date that is same as the expiry date for the Agreement.

 

Value: User Experience
For: Contract Operations
Feature ID: 913820

Obligation Management Enhancements

Supplier Relationship Management

ICI Supplier Relationship Management application is certified to work with the 8.2 release

Supplier Profile and Supplier Master records synchronization

What – Supplier product and service categories are now automatically synced in the following events:

On supplier qualification, the product/service category updates get copied to the Supplier Master category field.

Buyers update the Supplier Master the information is synced with the Supplier Profile.

Buyers update the Supplier Profile the information is synced with Supplier Master.

Advantage – Supplier records are consistent and can be consumed across all Icertis applications.

How – If a supplier record in the database is modified depending on the conditions defined, the other relevant records also get updated automatically. 

Value: Efficiency
For: Buyer users
Feature ID: 1420117

Supplier Relationship Management Enhancements

 

Rebates Enhancements

Rebates App in ICI Platform is enhanced to improve the usability and thereby improve the overall user experience, scalability and robust calculations. The Rebates App extends support for Big Data, AI, and Dynamic JSON. The enhancements in Rebates App can be summarized as below:

Refined seeded data model:

• Minimal configuration and data reusability to make Rebates app more scalable.
• Standardized naming conventions to avoid any conflicts with other apps.
• Normalized data has improved Calculation Engine’s efficiency by 50%.
• Dynamic JSON for Rebate program data eliminates the need to have distinct rebates and payout calculation for every business unit in an organization. The enhanced calculation engine extracts JSON data from the Agreement and its associated documents and maps it with the newly configured attributes.
• Background tasks optimized to support big data such as calculation engine processing large invoice and agreement datasets. As an example, for performance testing, it took 35 seconds (approximately) to process 170,000  records (approximately) as compared to 1 minute (approximately) for 5000 records (approximately) in the earlier version.
• Rebate program attributes are a part of associated document instead of an agreement, which enables handling multiple rebate programs within a contract. This also reduces the number of attributes in an agreement, that improves the performance of agreement creation.
• Standardized attributes management by allowing 16-digit numbers with 6 decimal places.
• Generic Product, Location, and Customer hierarchies allow customizing configuration and mapping it to the calculation engine.
• Previously, configuration supported only up to 10 customer details as these details were part of the Agreement itself. However, now these details are migrated as Associated documents to support unlimited customer details.

Power BI Reporting:

• Intuitive dashboard with advanced analytics on the rebate agreement distribution and accruals accumulation.
• Out-of-the-box reports added in Power BI, which were earlier focused on Accruals, are now aligned with the overall performance of Rebates.
• Improved visibility for Rebates payout calendar with the next payout dates.

Risk Management Enhancements

Technology Updates

HTTP Artifact Binding Support for SSO Integration

What – In addition to HTTP POST and HTTP Redirect, ICI now supports HTTP Artifact binding for SSO (Single Sign-On) integration along with other IdPs like ADFS.

Advantages – With improved security, exchanging sensitive data across Id Provider (IdP) and Service Provider (SP) becomes more authenticated and trustworthy. This prevents intervention of any malicious party.

How – Administrator or Implementation Partner can choose between HTTP POST, HTTP Redirect and HTTP Artifact binding for SSO (Single Sign-On) integration, on the IdP server side.

Value: Secure Authentication Process
For: All ICI Users
Feature ID: 1342076

Microsoft retiring basic authentication for SMTP

What – Microsoft is retiring basic authentication for SMTP, and it would be necessary for customers using basic authentication to move to an alternate service. ICI now supports modern authentication with support for Microsoft Graph API.

Why – Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Microsoft retiring Outlook REST API

What: The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.

Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.

Why: Microsoft has announced that Outlook REST API will be deprecated in the month of November, 2022.

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Support for StartTLS protocol

What – Adding support for the StartTLS protocol through NuGet MailKit for authentication and notification. StartTLS protocol command is used to inform the email server that the email client wants to upgrade from an insecure connection to a secure one using TLS or SSL.

Why – Customers have the option to use the StartTLS protocol, which supports enhanced security.

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Bootstrap upgrade from version 4.5.2 to 5.1.3

What – The Bootstrap library has been upgraded from version 4.5.2 to 5.1.3. The support for Bootstrap library version 4.5.2 ends by Q3 2022. 4.5.2 is compatible with the new version.

Why – To address security vulnerabilities.

TFS ID: 1459132
 

Web Application Firewall & Azure Front Door

What –

Implementing Azure Front Door (AFD) with the following settings:

Web Application Firewall (WAF) in diagnostic mode

Prevention Rule in AFD to restrict access from embargo countries.

Advantages – WAF & AFD help prevent against common exploits and vulnerabilities.

How – It can be configured, deployed, and managed via the Azure Portal, PowerShell, and CLI (command-line interface).

Value: Security
For: Administrators
Feature ID: 951438

 

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:

Accessibility Conformance

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

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

ICI Platform Accessibility Conformance Report

ICI AI/ML Accessibility Conformance Report

ICI Reporting Accessibility Conformance Report

ICI Obligation Management Accessibility Conformance Report

ICI Sourcing Accessibility Conformance Report

ICI Proposal Management Accessibility Conformance Report

ICI SRM Accessibility Conformance Report

ICI Risk Management Accessibility Conformance Report

Known Issues

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

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