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= ICI Release Notes - Release 7.14 =
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= ICI Release Notes - Release 8.2 =
  
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== Overview of Release 7.14 ==
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Apart from new features and enhancements, this document contains information on:
  
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The 7.14 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICI functionalities and the user interface.
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*[[#_Technical_Requirements_1|Technical Requirements]]
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*[[#_Accessibility_Conformance|Accessibility Conformance]]
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*[[#_Known_Issues|Known Issues]]
  
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The key enhancements of this release include:
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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.
  
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*<span style="color:#008000;">'''Enhancements to the ICI Application'''</span>
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= New Features and Enhancements =
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**'''''User Experience'''''
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***Introducing a horizontal chevron which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron, namely Generate, Approve, Execute and Manage, prominently communicate an entity’s journey including the previous, current and possible future states of the agreement.
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***Allowing users to create peer agreements from within the base agreement and inheriting all the attribute values of the base agreement.
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***Facilitating one-click navigation from the ICI record to any related entities (multi-hierarchy level). For example, from RFx to Bid Response which would otherwise require multiple clicks.
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***Providing administrators the ability to configure access control for users who are not part of the team to sections or sub-sections in the left navigation pane at the contract type level.
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***Enhancing document usability by placing content control tags such that the end-user no longer views separate lines in the assembled document for assembled clauses that are not evaluated. 
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**'''''Workflow Enhancements'''''
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***Displaying the organization unit path of the parent document by default as the path for the associated document, so that both parent and child documents have the same organization path at the time of creation and updation.
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***Introducing a Contract Manager role to manage agreement ownership throughout its lifecycle.
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***Providing the ability to add amendments to expired agreements. &nbsp;
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***Adding a time zone attribute to provide enterprise organizations the flexibility to track the time zone or region-based activities as needed for the instance of the agreement.
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***Providing the capability to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications and allowing configuration of the sender’s email ID dynamically based on the specific contract type or instance of the record.&nbsp;   
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*<span style="color:#008000;">'''Mobile App Updates'''</span>
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**Improving the usability of the mobile app by refreshing the agreement or requests list automatically after an approve, reject or request review action is performed. 
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*<span style="color:#008000;">'''Enhancements to ICI API 2.0'''</span>
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**Introducing some masterdata APIs that will allow business applications to interact with ICI using standard API nomenclature for masterdata. 
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*<span style="color:#008000;">'''Enhancements to ICI Add-ins'''</span>
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== Contract Authoring & Management&nbsp; ==
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**''Icertis Experience for Word''
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***Displaying a set of 30 clauses per page with pagination for easy navigation between clauses listed on the clauses, clauses in templates and clauses in agreement pages.
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***Providing extended attributes within the add-in for creation and modification of clauses and templates.
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***Allowing the deviation approver to view and directly approve or reject clause deviations in an agreement from within the add-in.
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***Displaying a validation message in clause content control enabling users to insert and tag clauses at the correct location in the document before publishing it. 
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**''Outlook Add-in''
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***''​​​​​​​''Enhancing the Outlook Add-in by providing the ability to upload email in .docx or .msg format as associated documents for an agreement from within Outlook.   
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*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>
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**Introducing a legal playbook in the WordAI app that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.
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**Enhancing DiscoverAI to identify the different levels within a clause through a distinct visual representation of clauses with sub-sections displayed in a delineated view during the clause discovery process.
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**Enhancing the ICI discovery models to support clause and obligation discovery for additional languages such as German, Spanish and Portuguese.
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**Improving the inbuilt DiscoverAI model to identify additional attributes such as City, State, Zip Code, and so on. 
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*<span style="color:#008000;">'''Enhancements to Reports'''</span>
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**Introducing the Risk Assessment Report which is a trendline chart report that depicts the agreement aggregate risk score by their version. ICI’s AI algorithm identifies the playbook exceptions for a new version.
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**Introducing the Clause Summary Report to help clause administrators to understand and assess the impact of changes made to a clause.
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**Providing users the capability to generate a report as per the time zone of their choice from within the report itself. 
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*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>
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**Extending support for ICI dashboard widgets in the Icertis Experience for Salesforce Home page, so that users can perform all necessary actions from within Salesforce itself.
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**Supporting auto-renewal and reset expiry functionalities in Icertis Experience for Workday, thus saving time and avoiding data duplication.
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**Enhancing the generic integration framework to support custom pre- and post-processing hooks to considerably reduce implementation time, and allowing users to define and configure folder structure and file names as per the business requirement. 
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*<span style="color:#008000;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
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**In release 7.12, the Software Development Kit (SDK) was released to support partners for technical configuration. With this release, documentation for ICI coding guidelines, ICI developer methods, local environment setup using ICI binaries, and ICI customization and use cases are also available. 
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These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, platform tools, and so on.
 
  
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*Refer to the detailed ''[http://int-wiki.cloudapp.net:8086/ICIHelp7.14/index.php?title=ICI_Help Wiki]'' documentation for the explanation and capabilities of these and all other ICI features and functionalities.
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=== Amend contracts preserving previously negotiated terms ===
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*Refer to the [[#_Technical_Requirements_for|Technical Requirements]] for the release in this document.&nbsp;
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*Partners can access the Icertis Software Development Kit documentation [https://icertis365.sharepoint.com/sites/PartnerPortal/Shared%20Documents/Forms/AllItems.aspx?newTargetListUrl=/sites/PartnerPortal/Shared%20Documents&viewpath=/sites/PartnerPortal/Shared%20Documents/Forms/AllItems.aspx&viewid=29700541-b0d8-4150-b240-6aee2bc1cd05&id=/sites/PartnerPortal/Shared%20Documents/ICM%20Platform/Release%20Management/SDK here]. Icertis internal teams click [https://icertis365.sharepoint.com/sites/PM/Release%20Management/Forms/AllItems.aspx?csf=1&web=1&e=Pe8IWc&cid=e164ee54-11c8-49ad-a151-cc535011c793&RootFolder=/sites/PM/Release%20Management/C7%20Release%20Notes/Platform%20Core/7.12&FolderCTID=0x0120001C0CCA4C67C5754298A23D6FBE35622E here] to access the documents.
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&nbsp;
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'''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.
  
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== ICI Application Enhancements ==
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'''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.
  
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<span style="color:#008000;">'''659853 – Upfront chevron view for agreement journey'''</span>
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'''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.
  
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In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination.&nbsp;<br/> Users can view the current status of an agreement on the Agreement Index or Details page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs.&nbsp;<br/> With this release, a horizontal chevron has been introduced, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.
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'''Value''': Compliance | User Experience<br/> '''For''': Legal Team | Authors | Contract Managers<br/> '''Feature ID''': 1233193
  
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The colors of the chevron are indicative of the stage of the agreement. It displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
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=== Send multiple agreements packaged in a single envelope for electronic signature ===
  
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1.&nbsp;Generate: Displays the list of actions taken by the user on the agreement before it is published.
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'''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.
  
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2. Approve:&nbsp;Displays the list of approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them.&nbsp;
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'''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.
  
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ICI Administrators can now:
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'''How - '''Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.
  
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*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.&nbsp;
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'''Value''': User Experience | Contract Building Performance<br/> '''For''': Contract Owners | Legal Compliance Team<br/> '''Feature ID''': 1369302
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*Have global favorites added by default to the corresponding selected entity's Index page.
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*Add a particular global favorite to both – Index page and Entity Details page.
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<div class="image-green-border">[[File:7.12 Global Favorites 1.4.png|720px|7.12 Global Favorites 1.4.png]]</div>  
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'''Note:&nbsp;'''
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*A maximum of 4 global favorites are displayed to the user based on the security groups permissions.
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=== Quickly create and edit contract types in bulk using excel workbook ===
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*The global favorites will always be appended at the end for a user per entity type.
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*If 4 favorites for an entity already exist, then the global favorite is added at the bottom of the saved search drop-down.
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&nbsp;
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'''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.
  
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'''<span style="color:#008000;">625385 – Displaying search results by relevance</span>'''
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'''Advantages'''
  
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The ICI search functionality on the Home and Advanced Search pages has been entirely revamped to provide a better, more user-friendly experience. In previous versions, the results were displayed in the descending order of last modified record. While the previous order helped users to find latest records based on the search term entered, they will now be able to find entries that are exact and/or close matches specific to their query.
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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.
  
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Users can now view relevant records on the very first page of the results. The results are displayed in the descending order of relevance to the term or keyword entered by the user in the search box.&nbsp;<br/> <br/> With this release:
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Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.
  
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*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 result(s).
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'''How'''
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*The top 10 most relevant search results will be displayed in the drop-down on the Home page, along with a View All Results link which redirects the user to the results details page for a more comprehensive view.
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*Search results are made more meaningful to the user by displaying whether the keywords/terms have been found in full text or attributes.
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*Entered keywords/terms are highlighted in the search results to provide the user with a context.
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*The occurrence of the search term is matched against both – the document as well as attributes of a record, giving more options to the user.
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*Hovering over the results displays details such as Created By, Created Date and Status about the entity. The details to be displayed can be changed through a technical configuration.<br/> &nbsp;
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'''Note''':
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A button “Bulk Contract Type” is now added under “Configure” tile.
  
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*On the Home page search result, the fields of types Currency and Date (or DateTime) are not as per the preferences of logged in user.
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Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.
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*On the Home page, clicking the Search icon without entering a search criterion directs the user to the Advanced Search page. The results here are sorted as per the last modified time, however the sorting drop-down displays the text Relevance by default.<br/> &nbsp;
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<div class="image-green-border">[[File:7.12 Search 1.png|720px|7.12 Search 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</span>
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Earlier, the applicable set of actions available for any entity were represented using icons across ICI. For example, the agreement index page had icons for View Agreement, Preview Document and View Smart Link actions.&nbsp;
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'''Value''': User Experience<br/> '''For''': Admins | Legal Team | Contract Managers<br/> '''Feature ID''': 1342050
  
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As part of our efforts to continuously improve ICI, multiple new actions are added for an entity over time. Hence, actions are now grouped together to improve the usability and user experience. &nbsp;<br/> &nbsp;
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== Icertis Experiences ==
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<div class="image-green-border">[[File:551111 Grouping of actions on index page.jpeg|720px|551111 Grouping of actions on index page.jpeg]]</div>
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&nbsp;
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'''<span style="color:#008000;">568718 – Additional Click to Sign signature option available for agreements</span>'''<br/> ICI already supports electronic and manual signatures. With this release, a Click to Sign signature process is introduced where the signatory can preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;
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=== Rules functionality added to Icertis Experience for Word ===
  
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If the signatory checks the box accompanying the footnote in the Preview window, and accepts the terms and conditions in the agreement, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option of rejecting to sign the agreement, with the agreement going back to the Draft state.&nbsp;
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'''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.
  
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ICI Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute to make this signature flow available for contracts of that type.&nbsp;
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'''Advantages – '''Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.
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<div class="image-green-border">[[File:568718 Additional Click to Sign signature option available for agreements.png|720px|568718 Additional Click to Sign signature option available for agreements.png]]</div>
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&nbsp;
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<span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span>
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Reduced turnaround time, instead of switching while creating the clause and template
  
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With this release, users now have the capability to copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied. This will considerably reduce time and effort required to create individual commitments.
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'''How – '''Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.
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<div class="image-green-border">[[File:7.12 Copy Commitment RN.png|720px|7.12 Copy Commitment RN.png]]</div>  
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<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>  
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&nbsp;
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'''Value''': User Experience<br/> '''For''': Legal Team<br/> '''Feature ID''': 1117626
  
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<span style="color:#008000;">'''572764 – Ability to scan files for viruses when uploading to ICI'''</span>
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=== Outlook Add-in – Labeling and validation for emails added to ICI ===
  
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With this release, ICI 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 ICI against a wide variety of threats whenever a user uploads a file using the ''File Upload'' attribute in ICI or a file is uploaded through an API. The users will be notified with the details of the scan status by a popup window during the creation flow if any malicious content found during the scan.&nbsp;
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'''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.
  
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Users can now:
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'''Advantages – '''Avoid uploading duplicate email conversations in ICI.
  
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*Scan all supported file formats by default during upload.  
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'''How – '''This feature is available as part of Icertis Experience for Outlook.
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*Scan files in bulk.  
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<div class="image-green-border">[[File:8.2 RN 03.png|600px|8.2 RN 03.png]]</div>
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'''Value''': User Experience<br/> '''For''': Contract Managers | Legal Teams<br/> '''Feature ID''': 1341557&nbsp;
  
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File scanning while uploading through Word and Excel plugins is handled through API.
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=== Revamping ICI Salesforce User Experience ===
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<div class="image-green-border">[[File:7.12 Virus scan 2.png|720px|7.12 Virus scan 2.png]]</div>
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&nbsp;
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<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</span>
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'''What''' – Revamping the ICI Salesforce user interface to give a better user experience, with addition of features and enhancement under agreement related sub tabs.
  
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As part of the 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.
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The following agreement sub tabs can now be seen with new capabilities:
  
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This process is now simplified by allowing users to attach predefined standard documents automatically to associations based on defined event rules.
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*Associations sub tab
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*Amendment sub tab
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*Note sub tab
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*Team sub tab
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*Collaboration sub tab
  
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Users can now:
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Some new features include:
  
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*Maintain a repository of standard documents in masterdata.
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Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.
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*Define the mapping between associations for auto-attachments for agreements.
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*Define rules and saved search to trigger the auto-attachment process for associations.
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*Bifurcate auto-attachments from manual attachments when copying an agreement.  
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'''Note: '''This is applicable for agreements and amendments.
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Ability to preview the document from amendments sub tab.
  
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The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.
  
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<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
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'''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.
  
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Earlier in ICI, 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;
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'''How''' – Below are few screenshots of the revamped ICI Salesforce platform.
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<div class="image-green-border">[[File:7.12 Download All 3.3.png|720px|7.12 Download All 3.3.png]]</div>
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&nbsp;
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<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
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New ICI Salesforce Agreement Details screen
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<div class="image-green-border">[[File:8.2.RN 1.png|720px|8.2.RN 1.png]]</div>
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New Add Note Dialog box
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<div class="image-green-border">[[File:8.2.RN 2.png|720px|8.2.RN 2.png]]</div>
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'''Value''': User Experience<br/> '''For''': Sales Team<br/> '''Feature ID''': 1356012
  
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Earlier in ICI, 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;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.&nbsp;
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=== Salesforce – Visibility of products and services sold to customers ===
  
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The Administrator can 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;<br/>  
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'''What''' – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.
  
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<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span><br/> Earlier in ICI, templates had only predefined metadata such as Name, Clause Code, Clause Group, and so on.&nbsp;
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'''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.
  
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To fulfill the requirements of some organizations, ICI 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.
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'''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.
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<div class="image-green-border">[[File:8.2.RN 3.png|720px|8.2.RN 3.png]]</div>
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'''Note: '''The “Agreement Lines” displays only active products and services from executed contracts.
  
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Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and faceted search on the template index page.
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'''Value''': User Experience<br/> '''For''': Sales Managers | Sales Executive<br/> '''Feature ID''': 1192973
  
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&nbsp;
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== Enhancements – Mobile App Experience ==
  
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'''<span style="color:#008000;">569901 – Ability to resize popup windows</span>'''<br/> Previously, popup windows within ICI had a fixed size and were static, which enabled users to only view information displayed on the popup.
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[[File:8.2 RN 32.PNG|720px|8.2 RN 32.PNG]]
  
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Users can now resize and drag User Selection (Grid View), Lookup and Add Association popup windows. This enables them to get a context of their location in ICI and the content behind the window. Additionally, user-experience is enhanced for smaller popups as they can be expanded on bigger screens.
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== Administration & Configuration ==
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<div class="image-green-border"><br/> [[File:7.12 UX 2.png|720px|7.12 UX 2.png]]</div>
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&nbsp;
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'''<span style="color:#008000;">572756 – Ability to exclude auto-attached documents from the copied association</span>'''
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=== Enhanced ICI startup validation architecture ===
  
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ICI allows attaching standard documents from the masterdata repository as associations to the agreement based on the defined event rule on the agreement.
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'''What''' – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.
  
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When a user copies the agreement with auto-attached associations, system excludes all auto attached associations from being copied to the new agreement. The auto-attached associations won’t be displayed on the ''Copy Record ''window. The resulting agreement will have the selected manual associations and its own auto-attached associations as per the configured rules. This avoids the unnecessary upload of files into the ICI repository and duplication of association records on copied agreement as it will have its own auto-attached documents.
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'''Advantages – '''Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.
  
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Users can now select auto-attachment associations when an agreement is sent for signature along with the bundled association and download all associations of an agreement in the ZIP format.&nbsp;
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'''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.
  
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&nbsp;
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'''Value''': Reliability, Supportability<br/> '''For''': Administrators<br/> '''Feature ID''': 1373024
  
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<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span>
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=== Configure E-Signature Integrations within ICI ===
  
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Earlier in ICI, if the language preference was English and the user created an agreement using a French 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 French , but the association table header (title) would be in English.&nbsp;
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'''What''' – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
  
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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 French.
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'''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;
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<div class="image-green-border">[[File:7.12 Associations content localization 11.png|720px|7.12 Associations content localization 11.png]]</div>
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&nbsp;
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<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</span>
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'''How''' – Technical administrators can configure E- sign providers (DocuSign and AdobeSign) from the E-sign configuration page.
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<div class="image-green-border">[[File:8.2 RN 04.png|720px|8.2 RN 04.png]]</div>
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'''Value''': Self-service<br/> '''For''': Technical admins<br/> '''Feature ID''': 1180879
  
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The Request Review functionality in ICI allows users to request their agreements to be reviewed. Before sending an agreement for approval or signature, the contract author can leverage this option and add a user or user group as reviewer. &nbsp;
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=== Integrated Config keys validation framework ===
  
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Previously, if the selected reviewer was 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;
+
'''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.
  
−
With this release:&nbsp;
+
'''Advantages – '''Helps prevent issues that occur during application startup.
  
−
*An internal user added as a reviewer will be displayed as internal reviewer.&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.
−
*An external user added as a reviewer will continue to be displayed as external reviewer.&nbsp;
+
−
*User group containing all internal users are displayed as internal reviewer and user group with external users are displayed as external reviewer.
+
−
*Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;
+
  
−
'''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.
+
'''Value''': Self-service &nbsp;<br/> '''For''': Administrators<br/> '''Feature ID''': 1373030
−
<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px|7.12 Internal External User Role 3.3.png]]</div>  
+
−
'''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.
+
  
−
&nbsp;
+
=== Configure SSO integrations within ICI ===
  
−
'''<span style="color:#008000;">568773 – Ability to create and send agreements for approval during bulk creation&nbsp;</span>'''<br/> ICI 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 had to configure a saved search and perform bulk action on it.
+
'''What''' – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
  
−
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;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.&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;
  
−
When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement&nbsp;:&nbsp;
+
'''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
  
−
*Approvers get added to the agreement’s team based on the configured rules.
+
=== Customer-specific SAML/OAuth SSO Configurations ===
−
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
+
−
*If no approver is present in the agreement’s team, the agreement will be approved automatically and its status will be updated as Approved.
+
  
−
By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality. Users can also decide whether the templates for bulk created agreements would be different or same as the model agreement during the bulk creation process.&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.
  
−
A boolean attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;
+
'''Advantages''' –
  
−
*When Enable Template ReEvaluation attribute 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 different or same as the model agreement depending on the configured rules.&nbsp;
+
*Site reliability and stability - SSO issues affecting one tenant do not impact other tenants.  
−
*When the Enable Template ReEvaluation flag is set to No, the template used for bulk created and model agreements will be the same.  
+
*Self-service - Technical admin users can configure SSO without intervention from Icertis teams.  
  
−
Any Template Selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.<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.
  
−
<span style="color:#008000;">'''550187 – Provision to send notifications for commitments'''</span><br/> ICI has the provision to track the milestones in an agreement with the commitment functionality.&nbsp;
+
'''Value: '''Self-service, Reliability, Supportability<br/> '''For:''' Technical Admins<br/> '''Feature ID: '''1317384
−
<div class="image-green-border">With this release, users can now send notifications for commitments manually using the Send Notification option, as required. Users can also customize the notification and send for individual commitment or in bulk.<br/> [[File:7.12 Commitment Notification RN.png|720px|7.12 Commitment Notification RN.png]]</div>  
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span><br/> With this release, the access control for Agreements and Amendments has been extended to control additional agreement level tasks and actions based on the user role.
+
=== Error-handling framework ===
  
−
Users can control:
+
'''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 agreement actions such as Compare Documents, Compare Clause Changes, Broadcast, and so on.
+
The framework provides the following features:
−
*Creation and disassociation of associated documents from an agreement.&nbsp;
+
−
*Linking and disassociation of peer associations from an agreement.
+
  
−
'''Note:''' The visibility of the individual reports available on the agreement details page through technical configuration.<br/> &nbsp;
+
Detailed and structured data to determine severity, origin, module, area & source of the error.
  
−
<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</span>
+
No unhandled exceptions emanating from the system.
  
−
Previously, ICI 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 so that users can perform the copy action without having to navigate into the individual agreement details page.
+
Detailed logging is done in a central repository like Kibana.
  
−
Authorized users can now click the Copy Record icon on the agreement index page to copy it for creating a similar agreement.&nbsp;
+
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.
  
−
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 attribute flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.
+
'''Why '''– Eliminates time required to locate and understand the issue and reduces the overall time needed to fix issues.
−
<div class="image-green-border">[[File:7.12 Copy from Index 6.png|720px|7.12 Copy from Index 6.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
<span style="color:#008000;">'''551116 – Support for extended clause metadata'''</span>
+
  
−
Previously, ICI had limited capability to capture additional attributes as part of clause creation.
+
'''How '''– ExceptionHandler attribute is introduced, which will have following Origin, Area, Module, Sub Module in the form of code.
  
−
With this release, an entity to extend attributes is introduced to add more attributes to clauses which will be useful in capturing more granular level details related to the clause.
+
For example: 50000030021360X8013153 (shown on User Interface)
  
−
Users can now:
+
Breakdown of the code is as follows:
  
−
•&nbsp;&nbsp; &nbsp;Create masterdata contract types with additional clause attributes.<br/> •&nbsp;&nbsp; &nbsp;View extended clauses attributes in the clause creation wizard.<br/> •&nbsp;&nbsp; &nbsp;Configure clause assembly rules using extended clause attributes.<br/> &nbsp;
+
5 – Severity
  
−
<span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</span>
+
00 – Origin (First parameter of Exception Handling attribute)
  
−
Previously, ICI provided support to copy team role from a contract request, agreement and its amendment to its parent-child association. With this release, the support is being extended to copy team roles&nbsp;from a contract request, agreement or amendment to its peer associations.
+
00 – Source (mostly internal)
  
−
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.
+
03 – Area (Second parameter of Exception Handling attribute)
  
−
Administrators can now:
+
002 – Module (Third parameter of Exception Handling attribute)
  
−
*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.
+
136 – SubModule (Fourth parameter of Exception Handling attribute)
−
*Copy all or selective team of the entity to its peer association on a parent or peer entity event.
+
  
−
Users can now:
+
0X8013153 – Standard C# HResult which can be googled to see the exception type
  
−
*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.
+
Class decorators for Exception Handling
−
*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.
+
  
−
&nbsp;
+
['''ExceptionHandler''' (exceptionOrigin: ExceptionOrigin.Core, exceptionArea: ExceptionArea.CLM, module: ExceptionAreaModule.CLM_AdminTask, submodule: ExceptionAreaSubModule.CLM_AdminTask_Root)]
  
−
<span style="color:#008000;">'''574611 – Ability to preview clause approvers on agreement modification'''</span>
+
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
  
−
With this release, contract authors will now be able to preview the list of clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created.&nbsp;
+
=== Administration & Configuration Enhancements ===
  
−
The modifications can also be viewed on the Content Control Differences window, thus helping users to make informed decisions before actually creating a new version of agreement.
+
[[File:8.2 RN 34.PNG|720px|8.2 RN 34.PNG]]
−
<div class="image-green-border">[[File:574611 Ability to preview clause approvers on agreement modification.png|720px|574611 Ability to preview clause approvers on agreement modification.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>
+
== Reporting Analysis ==
  
−
ICI provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these&nbsp;extended attributes&nbsp;to agreements and associated documents.
+
=== Dashboard and Power BI reports for Supplier Evaluation ===
  
−
With this release, many ICI capabilities will now support the extension attributes in the same way as normal attributes.
+
'''What – '''An interactive Supplier Evaluation dashboard with the following features is now available out-of-the-box:
  
−
Users can now:
+
Interactive graphs for status of evaluation cases, evaluation distribution by performance, and ageing in review or approval states.
  
−
*Configure conditional&nbsp;attributes,&nbsp;tracking&nbsp;attributes,&nbsp;computations&nbsp;(enable expressions)&nbsp;to use as&nbsp;extended&nbsp;attributes.
+
Enlists the top and poor performing suppliers based on a host of filters like evaluation type, period of evaluation, supplier name and more.
−
*Save extension attributes selection as a template for reuse.
+
−
*Control access privileges&nbsp;for&nbsp;extended&nbsp;attributes based on the user role.
+
−
*Maintain audits for the&nbsp;extended&nbsp;attributes.  
+
  
−
&nbsp;
+
Captures evaluations that are awaiting supplier inputs for missing documents.
  
−
<span style="color:#008000;">'''551122 – Localization support for clauses into templates'''</span>
+
360-degree supplier performance score card about different evaluations, KPI and performance trend over a time period.
  
−
Previously in ICI, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, users had to create multiple templates to be able to create agreements in different languages.
+
Capture supplier documents/ certificates that are expired or expiring within 5 days.
  
−
With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template with localized clauses that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
+
'''Advantages –'''
  
−
&nbsp;
+
Information is represented visually and is easier to consume and track.
  
−
<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span><br/> Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in User Preference. If the attribute had a lookup with a localized value, its rule would not get triggered as the rule was supported only in English.
+
Assist the procurement team in setting up the right expectations and manage supplier relationships.
  
−
With this release, users will be able to:
+
Insights into poorly performing suppliers can help in planning proactive performance improvement.
  
−
*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on the create/edit page.&nbsp;
+
'''How – '''The dashboard and reports can be accessed from the Supplier Management -> Dashboard.
−
*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.&nbsp;
+
−
*Configure any rule type as all rules now have localization support.
+
−
*Evaluation of localized values will be supported for all rule types given that the rule is configured in the English language.  
+
  
−
&nbsp;
+
'''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
  
−
<span style="color:#008000;">'''551105 – Ability to define nomenclature for Association Agreement Code for Peer and child entity'''</span>
+
=== New filters added to Agreement and Amendment based SSRS reports ===
  
−
Previously in ICI, tracking individual associated records such as line items, rounds and awards back to their related RFQ was tedious.
+
'''What – '''The following filters are now available on UI for DRF Agreements Pending Approval and DRF Expired Agreements reports:
  
−
With this release, ICI provides a capability to define a custom agreement code with reference to the peer and parent-child contract type at the time of creating associations for that agreement contract type.
+
Contract Type
  
−
Users can now:
+
Org Unit
  
−
*Set a boolean attribute to define the custom nomenclature for the selected association contract type which can be either peer or parent-child.&nbsp;
+
Agreement Owner
−
*Define the separator for the association agreement code with available options.&nbsp;
+
−
*Define the parameters for the association agreement code from the available selection attributes such as parent attribute, selected association attributes and agreement code suffix.<br/> &nbsp;
+
−
<div class="image-green-border">[[File:7.12 Custom Agreement Code 3.png|720px|7.12 Custom Agreement Code 3.png]]</div>
+
−
'''Note:''' Users will be redirected to the ''Create Agreement ''wizard while creating associations for the agreement contract type that has custom nomenclature enabled.
+
  
−
&nbsp;
+
Agreement Status
  
−
<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span>
+
Created Date (Created Date From, Created Date To)
  
−
ICI supports adding associations to an agreement in various forms, such as documents and tables.
+
Time Zone
  
−
With this release, ICI has now extended support to 200 records that can be assembled in an Association tagged as a table.
+
'''Note''': These reports are default and cannot be customized as of now.
  
−
&nbsp;
+
'''Advantages – '''One or more filters can be applied to help view the data in contextual slices.
  
−
<span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span>
+
'''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
  
−
ICI provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as Parent, Child or Peer. The Linkage Type field is enabled through technical configuration.
+
=== Self-Service Configuration page for creating custom SSRS reports and dynamic views ===
  
−
With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer or child associations.
+
'''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.
−
<div class="image-green-border">[[File:7.12 Linkage Type 10.png|720px|7.12 Linkage Type 10.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>
+
'''Advantages – '''Provides a simpler path to customize reports and can be done by technical users without intervention from Icertis teams.
  
−
ICI now provides the capability to define new roles for agreements, amendments and associated documents as per business requirements and control their access using existing ICI functionalities (such as Role Action Mapping, Attribute Group Privileges and Security Groups).
+
'''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
  
−
'''Note:''' Custom roles do not support the workflow actions dependent upon other action requests (For example, workflow actions ''Approve'' and ''Reject'' for ''Send'' ''for'' ''Approval ''action).
+
== APIs ==
  
−
&nbsp;
 
  
−
<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>
+
=== API Management Service ===
  
−
Previously in ICI, the existing agreement’s template version was used to create a copy during ''Copy Record'' process even if the updated latest template was available in the system.
+
'''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 this release, the source agreement’s latest approved template will be selected by default to create the copy.
+
With the API Management, the following is possible for customers:
  
−
&nbsp;
+
*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
  
−
'''<span style="color:#008000;">547854 – Ability to implement bulk association to support large volume data of associations</span>'''<br/> The bulk associations capability has enabled ICI to handle large number of associations in the tune of thousands, by presenting itself as a lightweight association as well as tremendously improving performance.&nbsp;
+
'''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.
  
−
The bulk association configuration has now been simplified by providing a Enable Bulk Processing flag at contract type definition level which triggers a set of defaults that has been intentionally restricted. The end user experience for the bulk association has not changed from the way that the conventional association is handled from the UI, rather the underlying data structure has been further enhanced to make it go the distance.&nbsp;
+
'''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.
  
−
Performance has been the key while introducing and designing this new association, which has given way to the new type of instance, namely the Proxy Instance, which is retrieved in every GET call. The actual instances are referred by using this proxy instance, thereby reducing the load on the GET APIs. Specialized GET and SET APIs have also been introduced for bulk associations to improve its adaptability and ease-of-use.
+
'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
  
−
Bulk associations have very effectively consumed the Elastic Search Bulk API to sync a large set of data at one go, rather than the traditional way of one instance at a time, adding to the boost in performance.
+
=== Icertis API Hub–A New Developer Experience for Working with APIs ===
  
−
Bulk association is tweaked to be able to address the large data situation that Sourcing apps require, including:
+
'''What – '''The new Icertis API Developer Experience is simple, secure, and immersive for the developers.
  
−
*Disabling the workflow.&nbsp;
+
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.
−
*Restricting the system associations to just team.&nbsp;
+
−
*Restricting document assembly.&nbsp;
+
−
*Simplifying the association team by maintaining team at proxy level to use access level as ALL or NONE, using a layer over the existing robust ICI authorization.&nbsp;
+
−
*Restricting indexing of bulk associations attributes in the parent, which can be achieved through a technical configuration.&nbsp;
+
−
<div class="image-green-border">[[File:547854 Ability to implement bulk association to support large volume data of associations.png|720px|547854 Ability to implement bulk association to support large volume data of associations]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''609753 – Enabling FIPS (Federal Information Processing Standards) compliance in ICI'''</span>
+
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.
  
−
With this release, ICI has enabled support for FIPS compliant encryption algorithms.
+
'''Advantages''' –
  
−
&nbsp;
+
*Smoother developer on-boarding and learning experience
 +
*Real-time usage reports provide transparency
  
−
== Mobile App Updates ==
+
'''How – '''You must have the APIM Dev Portal User role assigned to access the new APIM Developer experience. Contact your system administrator for access.
  
−
'''<span style="color:#008000;">629922/635972&nbsp;– ICI mobile application management support for Microsoft Intune</span>'''<br/> In our effort to consistently improve user experience and ensure the security of our users, ICI has extended support for Microsoft Intune in our Mobile Application Management (MAM).&nbsp;
+
Additional notes:
  
−
Our employees, customers and partners use mobile devices for personal and professional tasks. While ensuring productivity, we also want to prevent data loss, both - intentional and unintentional. The MAM app protection policies allow users to manage and protect their organization's data within an application.
+
*You can use OAuth or token-based authentication method
 +
*An additional fee is required to use the access-based certificate authentication method
  
−
The ICI Mobile App which is available in the App/Play Store is ready to use for app protection policies but not for app configuration policies.&nbsp;
+
'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
  
−
Microsoft Intune is a scalable cloud service architecture that leverages cloud for insights and baselines for our security policies and configuration settings. It helps safeguard data that is not managed by ICI and used by employees, customers or partners to access work files.
+
=== Framework for the composite API ===
  
−
The key benefits of making ICI MS Intune-compatible include:&nbsp;&nbsp; &nbsp;
+
'''What''' – This release introduces “Single Response – Composite APIs” to eliminate creation of wrappers over ICI Platform’s APIs while using them.
  
−
*Protecting company data at the App level, for both – managed and unmanaged devices, as the management is based on user identity.
+
The Composite API Framework supports the following features:
−
*Ensuring App layer protections are in place. For example:&nbsp;
+
−
**Entering a pin to open the App in work context
+
−
**Controlling the sharing of data between Apps
+
−
**Preventing the saving of company App data to a personal storage location 
+
−
*Supporting Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management. For example:
+
−
**Entering a pin to access the device
+
−
**Deploying managed apps to the device
+
−
**Deploying apps to devices through your MDM solution 
+
−
*Using App protection policies, with or without MDM, at the same time. For example, you may choose to use a company issued phone with both – MDM and App protection policies, whereas, a personal phone may be protected by only the App protection policies.
+
−
*Applying a MAM policy to the user without setting the device state. The user will get the MAM policy on both - the BYOD (bring-your-own-devices) and the Intune-managed device. You can also apply the MAM policy based on the managed state.
+
  
−
'''Note:''' The policies do not apply when using the App in personal context and does not affect end-user productivity.&nbsp;
+
API endpoint for supporting composite structure
  
−
ICI Administrators can configure the ICI mobile application as a managed App using Intune configuration policies. To avail the benefits of Intune MAM settings, users have to download the ICI application from the Intune store set by the ICI Administrator and set company portal policies on their mobile phones.
+
Request and Response representation
  
−
Administrators can now:
+
Validation framework for composition
  
−
*Enroll the device in Microsoft Intune.
+
Orchestration logic for composite requests
−
*Configure the access privileges for users and user groups for ICI Mobile application using Microsoft Intune policies.
+
−
*Pre-configure the system URL so that users do not need to enter it every time.
+
−
*Manage and protect organization's data within an application.
+
  
−
&nbsp;
+
Referencing field's structure and usage
  
−
== ICI API Enhancements&nbsp; ==
+
'''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.
−
<div class="image-green-border">
+
−
<span style="color:#008000;">'''553319 – Additional APIs for amendments, contract requests and searches in ICI API 2.0'''</span>
+
  
−
With this release, some new APIs have been introduced that will allow business applications to interact with ICI using standard API nomenclature for amendments, contract requests and searches.
+
'''Value''': User Experience | Ease of Use | Improved Efficiency<br/> '''For''': API Developers | Administrators<br/> '''Feature ID''': 1182667
  
−
These include:
+
=== API Endpoint Changes ===
  
−
*Amendment APIs&nbsp;
+
[[File:8.2 RN 06.PNG|720px|8.2 RN 06.PNG]]
−
**In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system.  
+
−
*Contract Request APIs
+
−
**In addition to the existing APIs to manage contract requests, new APIs have been added to support getting and adding associations in a contract request.  
+
−
*Search APIs
+
−
**Search API have been added to allow users to query agreements and related entities across multiple contract types.  
+
−
**Search APIs have been added to allow creating,&nbsp;executing and deleting saved searches.  
+
  
−
&nbsp;
+
[[File:8.2 RN 07.PNG|720px|8.2 RN 07.PNG]]
−
</div>
+
−
== Enhancements to ICI Add-ins&nbsp; ==
+
  
−
<span style="color:#008000;">'''619841 – Introducing the new and improved Icertis Experience for Word'''</span>
+
[[File:8.2 RN 08.PNG|720px|8.2 RN 08.PNG]]
  
−
With this release, two ICI Add-ins, NegotiateAI and Icertis Experience for Word, have been merged to provide users a seamless experience.&nbsp;<br/> Icertis Experience for Word can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;
+
[[File:8.2 RN 09.PNG|720px|8.2 RN 09.PNG]]
  
−
It is now possible for ICI Administrators to configure and setup Icertis Experience for Word.&nbsp;
+
[[File:8.2 RN 10.PNG|720px|8.2 RN 10.PNG]]
  
−
Using Icertis Experience for Word, users:
+
[[File:8.2 RN 11.PNG|720px|8.2 RN 11.PNG]]
  
−
*Can work with templates, clauses and agreements.&nbsp;
+
[[File:8.2 RN 12.PNG|720px|8.2 RN 12.PNG]]
−
*Perform different tasks such as creating, editing and deleting template variables. &nbsp;
+
−
*Tag attributes, clauses, associations, signatories and template variables.&nbsp;
+
  
−
'''Note: &nbsp;'''
+
== AI Applications ==
  
−
*Users can view and edit only those clauses and agreements for which they have Manage privilege in ICI.&nbsp;
+
=== Beta Feature – Refer existing obligations when reviewing AI-discovered obligations ===
−
*To edit an agreement, a user needs to download the agreement document and open it in Icertis Experience for Word.&nbsp;
+
−
<div class="image-green-border">[[File:619841 Introducing the new and improved Icertis Experience for Word.png|720px|619841 Introducing the new and improved Icertis Experience for Word.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''487082 – Ability to perform agreement workflow actions from Icertis Experience for Word'''</span>
+
'''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.
  
−
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement workflow related tasks, users had to switch to ICI Web.&nbsp;&nbsp;&nbsp;&nbsp;
+
'''Advantages''' –
  
−
Now, users can directly perform agreement actions such as ''Send for Approval, Approve, Reject,'' and''Recall'' from Icertis Experience for Word itself, instead of navigating to ICI Web.
+
Referring '''Library Obligations''' can help you get a standard position/scope/language to be used while setting up a newly discovered obligation
−
<div class="image-green-border">[[File:487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png|720px|487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png]]</div>
+
−
&nbsp;
+
  
−
'''<span style="color:#008000;">571651 – Ability to view deviations in Icertis Experience for Word</span>'''
+
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)
  
−
With this release, the deviated clauses will be highlighted in the latest version of the agreement within Icertis Experience for Word. Clause deviation details such as ''Status, Deviated by, Deviated on'' as well as a link to view the agreement in ICI are displayed.
+
'''How – '''Users can review AI-discovered obligations from the Review Obligation drawer, which can be accessed from the “Review Discovered Obligation” page.
−
<div class="image-green-border">[[File:571651 Ability to view deviations in Icertis Experience for Word.png|720px|571651 Ability to view deviations in Icertis Experience for Word.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+
−
== Enhancements to Artificial Intelligence Applications in ICI ==
+
  
−
<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span>
+
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.
  
−
510546 – Establishing a contract lineage using AI<br/> Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract.&nbsp;
+
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.
  
−
ICI has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;<br/> <br/> Contract owners can now:&nbsp;
+
'''Value''': Efficiency | Time Saving<br/> '''For''': Legal Team | Contract Managers<br/> '''Feature ID''': 1366783
  
−
*Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.
+
== Sourcing ==
−
*Get a consolidated view of changes by grouping them into weeks, months, quarters or years.
+
−
*View the previous and changed values of individual attributes, clauses, and so on.
+
−
*Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.
+
−
<div class="image-green-border">[[File:510546 Establishing a contract lineage using AI.png|720px|510546 Establishing a contract lineage using AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:510546 Establishing a contract lineage using AI2.png|720px|510546 Establishing a contract lineage using A2]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''575397 – Improved AI discovery model'''</span>
+
The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application.
  
−
ICI’s existing discovery model discovers 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents.&nbsp;<br/> With this release, the process of discovering attributes and clauses has been improved to achieve better accuracy by training the in-built discovery model with a wide variety of agreements.&nbsp;
+
=== Converting RFI to RFP or RFQ ===
  
−
The existing ObligationAI model has been enhanced to discover the obligations in a more robust and accurate manner.<br/> <br/> Key highlights of this feature are:&nbsp;
+
'''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;
  
−
*The overall discovery accuracy of out-of-the-box attributes has been improved by more than 15%.
+
'''Advantage''' – Saves time when creating an RFP or RFQ by allowing shortlisted suppliers to be selected from a previously completed RFI. &nbsp;
−
*With the enhanced model, the discovered values of out-of-the-box attributes such as payment terms, notice period for termination, auto renewal, evergreen agreement, compliance standard mentioned in agreement, contract value, etc. are near perfect.
+
−
*ObligationAI model is improved to identify following types of obligations out-of-the-box:
+
−
**Contract deliverables, compliance and audit, performance related obligations, project prerequisites and assumptions, incident management, contract governance, payouts and invoicing as well as contract termination. 
+
−
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">602198 – Support for user created attributes in NLP search</span>'''</div>
+
−
In the previous release, the ICI AI-enabled mode of searching supported querying on system and seeded attributes using a spoken language statement.
+
  
−
With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “''contracts in region as EMEA''” would fetch the correct results even if “region” is a display name of a user defined attribute. In addition to this, NLP search is also enhanced to consider string operators such as “''starts with''” and “''contains''”, for example, “''contracts where supplier name starts with Adobe''”.<br/> &nbsp;
+
'''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.
  
−
<span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</span>
+
'''Value''': User Experience<br/> '''Feature ID''': 1328960&nbsp;&nbsp;
  
−
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.
+
=== Shortlist Suppliers in RFx ===
  
−
With this release, when contract negotiators trigger the discovery process, they can readily view the progress of AI discovery within the agreement details page.
+
'''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.
  
−
When the discovery for one of the entities is complete, contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, tables and obligations are displayed alongside the agreement document. On clicking any of the discovered entities, the system automatically scrolls to the page where that entity is present in the document.
+
'''Advantage''' – Helps accessing preferred suppliers quickly or remove them from the “Suppliers” page thereby saving time.
−
<div class="image-green-border">[[File:575399 UX revamp to display discovered entities and original document side-by-side.png|720px|575399 UX revamp to display discovered entities and original document side-by-side.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
<span style="color:#008000;">'''575455 – Improved discovery process performance and parallel processing of multiple documents'''</span>
+
  
−
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document sequentially. The time taken to complete the discovery of documents was also considerably high.
+
'''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;
  
−
With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time. Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.
+
=== Sourcing Enhancements ===
  
−
The duration of document discovery has now been significantly reduced. On an average, the time taken to complete the discovery process of a typical contract has been improved by more than 100%. For very large contracts with 100+ pages, the discovery performance has been improved by over 500%.
+
[[File:8.2.RN T4.PNG|720px|8.2.RN T4.PNG]]
  
−
&nbsp;
+
== Obligation Management ==
  
−
== Enhancements to Reports ==
+
The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application
  
−
<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>
+
=== Auto-create Obligations from Associations data ===
  
−
ICI offers the functionality to classify ''Business Application Type/ Contracting'' agreement type at contract type level. With this release, core reports will be limited to ''Contracting'' business&nbsp;application type.
+
'''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.
−
<div class="image-green-border">[[File:7.12 Reporting 1.png|720px|7.12 Reporting 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+
−
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.
+
  
−
This is applicable to the following reports - Agreement Clause Content Report, Agreement Deviation Report, Agreement Pending Approval Report, Agreement Pending Execution Report, Approved Request Waiting for Contract Creation Report, Average Agreement Turnaround Time Report, Clause Deviations Report, Clause Profiling Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreement Report, Expiring Agreement Report, Signature Type Report, Template Clause Report, Analytics Deviation Insights Report, Analytics Deviation Insights Report – KnowMore and Analytics Clause Insights Report.
+
'''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.
  
−
Only contracting reports are shown in the ''Contract Type'' filter.
+
'''How – '''You can use the “Create Obligation” menu option from the Associations object list view or details page.
−
</div> <div class="image-green-border">
+
<div class="image-green-border">[[File:8.2.RN 5.png|720px|8.2.RN 5.png]]</div>  
−
[[File:7.12 Reporting 2.png|720px|7.12 Reporting 2.png]]
+
'''Value''': User Experience | Contract Building | Managing Obligations | Process Efficiency<br/> '''For''': Risk Managers | Contract Administrators<br/> '''Feature ID''': 649740
−
</div>  
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''567137 – Ability to add datasets for associated documents in Power BI for obligation and management'''</span>
+
=== Use “Date” & “DateTime” Attributes from Holding Agreement for Obligation Scheduling ===
  
−
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;
+
'''What – '''Due'''dates and end dates for obligations can now be selected from any of the date attributes of the agreement.'''
  
−
<br/> With this release, users have the option of slice and dice for viewing and narrowing down to the right type of obligations for any given context. Advanced analytics with Power BI is the ICI offering to let customers create and view custom reports. Users will now have Obligation Management application datasets for agreement, obligation and fulfillment entities in the Power BI data model as well.&nbsp;
+
'''Advantages'''
  
−
With the additional data sets, users will be able to generate reports on Power BI such as for:
+
Eliminates the need for an Obligation creator to know specific dates.
  
−
*The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.
+
Consistency in Obligation dates used across various members / obligation creators
−
*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.
+
−
<div class="image-green-border">[[File:7.12 Reporting 3.png|720px|7.12 Reporting 3.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>
+
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.
−
 
+
−
ICI has now extended support for ''Service Principal Authentication'' method to authenticate Power BI resources for advanced analytics. It has been implemented as the default method of Power BI authentication for improved security. However, the option to continue with the current authentication method of using user credentials for Power BI is still available.
+
  
 +
'''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;
  
−
<span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span><br/> While creating reports, users with access to Advanced Analytics will now be able to see Business Application Type field in the agreement table of the Power BI data models.
+
'''Value''': User Experience<br/> '''For''': Contract Operations<br/> '''Feature ID''': 913820
  
−
Since the Create Report functionality is common to sourcing and contracting, this field allows users to segregate data for sourcing and contracting.
+
=== Obligation Management Enhancements ===
  
−
&nbsp;
+
[[File:8.2.RN T5.PNG|720px|8.2.RN T5.PNG]]
  
−
<span style="color:#008000;">'''573000 – Sub-role included in User Profiling, Agreements Pending Approval and Detailed Reports'''</span><br/> ICI provides the ability to define sub-roles for the approver role. With this, all the capabilities of the approver are enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.&nbsp;
+
== Supplier Relationship Management ==
  
−
With this release, the User Profiling Report, Agreements Pending Approval Report and Detailed Report have now been modified to display the approver sub-roles such as Contract Admin, Legal Approver, and so on.
+
ICI Supplier Relationship Management application is certified to work with the 8.2 release
  
−
&nbsp;
+
=== Supplier Profile and Supplier Master records synchronization ===
  
−
'''<span style="color:#008000;">573621 - Enhancement to reports processing error message</span>'''<br/> Previously, when viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:<br/> An error occurred during report processing, if the issue persists kindly contact customer support team.
+
'''What''' – Supplier product and service categories are now automatically synced in the following events:
  
−
Reports impacted include Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Analytics Clause Insights Report, Analytics Deviation Insights Know More Report, Analytics Deviation Insights Report, Approved Requests Waiting For Contract Creation Report, Attribute Information Report, Attribute Value Report, Average Agreement Turn Around Time Report, Clause Deviations Report, Clause Profiling Report, Clauses Pending Approval Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreements Report, Expiring Agreements Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
+
On supplier qualification, the product/service category updates get copied to the Supplier Master category field.
  
−
&nbsp;
+
Buyers update the Supplier Master the information is synced with the Supplier Profile.
  
−
<span style="color:#008000;">'''601540 - Deprecating Template Clause Report as dashboard KPI'''</span><br/> With this release, the Template Clause Report will only be accessible from the Reports tile. It has been deprecated as dashboard KPI as it only identified the average number of clauses per template across ICI and displayed a single number on the dashboard. The performance slowed down the dashboard loading process as the KPI involved calculation and aggregation of data.
+
Buyers update the Supplier Profile the information is synced with Supplier Master.
  
−
&nbsp;
+
'''Advantage''' – Supplier records are consistent and can be consumed across all Icertis applications.
  
−
== Integrations ==
+
'''How''' – If a supplier record in the database is modified depending on the conditions defined, the other relevant records also get updated automatically.&nbsp;
  
−
<span style="color:#008000;">'''573373/573377/573379 – Generic Integration Framework to support contract requests, associations and amendments via ASB'''</span><br/> Previously, ICI supported a generic ASB adapter for inbound and outbound integration for agreements. With this release, support is provided for contract requests, associations and amendments.&nbsp;
+
'''Value''': Efficiency<br/> '''For''': Buyer users<br/> '''Feature ID''': 1420117
  
−
Using an external application, users will now be able to:
+
=== Supplier Relationship Management Enhancements ===
  
−
*Create and update contract requests in ICI.  
+
[[File:8.2.RN T7.PNG|720px|8.2.RN T7.PNG]]
−
*Create associations to an existing agreement or RFx record in ICI. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data.  
+
−
*Update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;
+
−
*Add and update team information for agreements and contract requests via ASB.  
+
−
*Validate mandatory attribute fields for masterdata, agreements, contract requests or amendments.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''594454 – Support for JSON files and Blob connectors'''</span><br/> Previously, CSV files were supported for masterdata upload using ASB and SFTP, whereas text-based files were supported for uploads using SFTP.&nbsp;
+
== Rebates Enhancements ==
  
−
With this release, the file-based integration will additionally support JSON file format, while also supporting Blob connectors. Additionally, a new attribute Post Process Log has been added, which indicates the Service Bus topic to which the payload will be moved after its processing.&nbsp;
+
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:
  
−
In addition to post process logs, persistent logs have also been introduced in the ICI database for all processing failures. These logs will be used for reporting purposes.
+
'''Refined seeded data model:'''
  
−
&nbsp;
+
*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.
  
−
<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span><br/> Previously, ICI users could manage and execute contract management tasks using Salesforce Classic and Lightning user interface. The Icertis Experience for Salesforce introduced support for the following actions at the grid level - Assemble, Download and Send for Approval.&nbsp;
+
'''Power BI Reporting:'''
  
−
With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICI . The agreement can be sent for review to multiple users by selecting the users from the available list.
+
*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.  
  
−
'''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;
+
=== Risk Management Enhancements ===
  
−
&nbsp;
+
[[File:8.2.RN T6.PNG|720px|8.2.RN T6.PNG]]
  
−
<span style="color:#008000;">'''537774 – Ability to configure automated contract/task creation based on Opportunity/Quote'''</span>
+
== Technology Updates ==
  
−
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.
+
=== HTTP Artifact Binding Support for SSO Integration ===
  
−
With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.
+
'''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.
  
−
Salesforce Administrators can now:
+
'''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.
  
−
*Configure the Opportunity or Quote status which can automatically trigger the contract creation.
+
'''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.
−
*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.
+
−
*Define the Type of Paper to be used as Own or Third Party.
+
−
*Configure automated contract creation or automated task creation to initiate the contract creation process:
+
−
**For auto-creation of contracts, the ICI Experience for Salesforce can be configured to create a combination of contracts to be auto-generated based on the opportunity or deal type.
+
−
**For auto-creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created.  
+
  
−
&nbsp;
+
'''Value: '''Secure Authentication Process<br/> '''For: '''All ICI Users<br/> '''Feature ID: '''1342076
  
−
<span style="color:#008000;">'''574458 – ICI task integration to Salesforce tasks'''</span>
+
=== Microsoft retiring basic authentication for SMTP ===
  
−
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself, but not ICI tasks.&nbsp;
+
'''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.
  
−
With this release, Salesforce users can now manage ICI tasks from within Salesforce. ICI Administrators can configure ICI task integration with Salesforce so that the tasks created in ICI are pushed to Salesforce. This allows users to view task details with attributes such as ''Task Name'', ''Status'', ''Priority'', ''Due Date'' within Salesforce itself.
+
'''Why '''– Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).
  
−
&nbsp;
+
'''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.
  
−
'''<span style="color:#008000;">541825 – Integration with the new eSignature platform &nbsp;&nbsp;</span>'''
+
'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
  
−
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;
+
=== Microsoft retiring Outlook REST API ===
  
−
Contract administrators can track the status of the agreements sent for signature within ICI. They can also recall the agreement sent for signature, if it was not signed by all parties.
+
'''What''': The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.
  
−
&nbsp;
+
Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.
  
−
<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span><br/> ICI enhanced the adaptability/flexibility of the eSignature interface, by making it possible to develop and integrate adapter for any new electronic signature provider based on customer requirements.
+
'''Why''': Microsoft has announced that Outlook REST API will be deprecated in the month of November, 2022.
  
−
&nbsp;
+
'''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.
  
−
'''<span style="color:#008000;">569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;</span>'''<br/> Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;
+
'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
  
−
With this release, ICI has extended the support for enabling electronic seal tags in templates that will be used for marking electronic seals during the signature process using DocuSign. The support of electronic seals will help the organization’s legal teams to certify the integrity and the origin of the contracts.
+
=== Support for StartTLS protocol ===
  
−
&nbsp;
+
'''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.
  
−
<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span><br/> As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed.&nbsp;
+
'''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.
  
−
With this release, when ICI is set up on non-production environments, Adobe Sign emails can be redirected to other email addresses, so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose. This can be achieved through a technical configuration.
+
'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
  
−
&nbsp;
+
=== Bootstrap upgrade from version 4.5.2 to 5.1.3 ===
  
−
<span style="color:#008000;">'''Digital Adoption Integration – Whatfix (White labelled)'''</span><br/> Enterprise customers today use dozens of applications to conduct their business functions. The introduction of any new application introduces a steep learning curve which is the number one time and adoption killer. This integration will allow users to quickly ramp up on ICI UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.&nbsp;<br/> This integration will provide the following to end users:&nbsp;
+
'''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.
  
−
*'''Self Help Box:''' With a list of walkthroughs and links to Icertis Help content i.e when a customer searches the self help, they will see Whatfix guided walkthroughs and links to ICI help articles.
+
'''Why''' – To address security vulnerabilities.
−
*'''Guided Walkthroughs:''' Customers have guided walkthroughs for core ICI scenarios which help them to use the ICI platform only. These include:
+
−
**How to create an agreement
+
−
**How to send an agreement for approval
+
−
**How to approve an agreement
+
−
**How to create a contract request&nbsp;
+
−
**How to edit the dashboardHow to search for an agreement 
+
  
−
'''Note:''' These workflows will not replace and are not a substitute for the business and contracts specific Whatfix workflows customers use today.&nbsp;
+
'''TFS ID''': 1459132<br/> &nbsp;
−
<div class="image-green-border">[[File:7.12 Whatfix RN.png|720px|7.12 Whatfix RN.png]]</div>  
+
−
These core workflows have been created by Whatfix and will be enabled on a customer by customer basis during deployment. This is done via:
+
  
−
*Getting a specific EnterpriseId from Whatfix.
+
=== Web Application Firewall & Azure Front Door ===
−
*Updating the following config keys with the EnterpriseID:
+
−
**Core.Integration.WhatfixEnterpriseId
+
−
**Core.Integration.WhatfixUriWithEnterpriseId 
+
−
*Whitelisting the Whatfix.com domain within the Content Security Policy.
+
  
−
&nbsp;
+
'''What''' –
  
−
== ICI Platform Tools ==
+
Implementing Azure Front Door (AFD) with the following settings:
  
−
<span style="color:#008000;">'''588361 – P2P support for ICI'''</span>
+
Web Application Firewall (WAF) in diagnostic mode
  
−
In the 7.11 release, some enhancements were made to the Promote To Production (P2P) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in P2P engine, some validations in the P2P engine, and an improved user interface to provide support to P2P and DevOps teams.
+
Prevention Rule in AFD to restrict access from embargo countries.
  
−
With this release, changes have been made in ICI to support the P2P engine. This functionality, provided to Administrators, can promote ICI configurations/modifications that are made to ICI configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.
+
'''Advantages – '''WAF & AFD help prevent against common exploits and vulnerabilities.
  
−
'''Note:''' UI changes on contract type, rule set, notification template are not included.
+
'''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;
  
−
<span style="color:#008000;">'''561717 – Extended support for P2P'''</span>
+
= Technical Requirements =
  
−
With this release, changes have been made in ICI to support the P2P engine. This functionality provided to Administrators can promote ICI configurations/modifications that are made to ICI configurations in pre-production environments to production environments.
+
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.
  
−
This functionality:
+
The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
  
−
*Provides AWS Support for File Copy in Auto P2P tool.  
+
[[File:8.2.RN T8.PNG|720px|8.2.RN T8.PNG]]
−
*Supports for movement of Security Group, User Group and Rule.&nbsp;
+
−
*Gets the list of entities for which ES Sync has failed when ES Sync is not successful.  
+
−
*Provides upfront validation for Source and Target DB version mismatch before actual P2P validation process starts.  
+
−
*Gives an option to enable DB, ES and Store backup before P2P starts which is helpful for complex P2P.  
+
−
*Gives a validation error if the same entity is added multiple times, so that P2P does not fail.
+
−
*Supports saved searches.
+
−
*Supports User groups, Security Groups and Org Groups.
+
−
*Supports terminated clauses and templates. This is required when a user makes a mistake, for example in language, and this already has been pushed to production.
+
−
*Provides validations of P2P task using a small tool to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICI, etc.
+
−
*This is checked through VBA script. Also, users may need to manually verify Is Latest which may be in an issue in environments.  
+
  
−
'''Note:''' Customers using ICI versions before 7.12 need to upgrade to use this feature.
+
[[File:8.2.RN T9.PNG|720px|8.2.RN T9.PNG]]
  
−
&nbsp;
+
[[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]]
  
−
== Partner Enablement ==
+
[[File:8.2.RN T12.PNG|720px|8.2.RN T12.PNG]][[File:8.2.RN T13.PNG|720px|8.2.RN T13.PNG]]
  
−
<span style="color:#008000;">'''703386 – Icertis Software Development Kit for Partner Enablement'''</span>
+
[[File:8.2.RN T14.PNG|720px|8.2.RN T14.PNG]]
  
−
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction.&nbsp;
+
[[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]]
  
−
As part of our continuous efforts to support our partners, we have introduced the Software Development Kit (SDK) to provide them with the resources and tools that they need while implementing ICI.
+
[[File:8.2.RN T18.PNG|720px|8.2.RN T18.PNG]]
  
−
In this release, we have created the following three documents:
+
= Accessibility Conformance =
  
−
*'''Working with ICI Tasks:''' This document provides an insight in to the ICI Task framework that will help partners to manage, execute and monitor tasks in ICI. It includes information on the design, configuration, deployment and troubleshooting of ICI tasks.  
+
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.
−
*'''Working with ICI Hooks:''' This document provides information regarding the implementation and customization of hooks for new and adhoc requirements or modifications desired by ICI customers and partners. It includes information regarding the configuration, deployment and customizations of server-side and client-side hooks.  
+
−
*'''Self-Serve Tools:''' This document serves as a self-serve tool guide allowing partners and customers to perform several tasks on their own with ease. It includes the information and workflow of the following tools - Search Sync Tool, Translations Editor Tool, Improved ICI Health Check Tool, Configurations Editor Tool and Promote to Production (P2P) Tool<br/> &nbsp;
+
  
−
== Technical Requirements for Release 7.14 ==
+
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:
  
−
The Icertis Contract Intelligence base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below:
+
ICI Platform Accessibility Conformance Report
  
−
[[File:Technical Requirements 1.png|720px|Technical Requirements 1]]
+
ICI AI/ML Accessibility Conformance Report
  
−
[[File:Technical Requirements 2.png|720px|Technical Requirements 2]]
+
ICI Reporting Accessibility Conformance Report
  
−
[[File:Technical Requirements 3.2.png|720px|Technical Requirements 3.2.png]]
+
ICI Obligation Management Accessibility Conformance Report
  
−
[[File:Technical Requirements 4.png|720px|Technical Requirements 4]]
+
ICI Sourcing Accessibility Conformance Report
  
−
[[File:Technical Requirements 5.PNG|720px|Technical Requirements 5]]
+
ICI Proposal Management Accessibility Conformance Report
  
−
&nbsp;
+
ICI SRM Accessibility Conformance Report
  
−
&nbsp;
+
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]]
  
−
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile_App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|
+
&nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Associations|Association Management]] | [[Compliances|Compliance Management]] | [[Templates|Template Management]] | [[Clauses|Clause Management]] | [[Configure|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]]&nbsp;

Latest revision as of 13:09, 29 September 2022

Contents

ICI Release Notes - Release 8.2

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

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.

8.2 RN 01.png  8.2 RN 02.png

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.

8.2 RN 03.png

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

8.2.RN 1.png

New Add Note Dialog box

8.2.RN 2.png

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.

8.2.RN 3.png

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

8.2 RN 32.PNG

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.

8.2 RN 04.png

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.

8.2 RN 05.png

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.  

8.2 RN 33.PNG

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

Administration & Configuration Enhancements

8.2 RN 34.PNG

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.

8.2 RN 15.png

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.

8.2 RN 16.png

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.

8.2 RN 17.png

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

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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

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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

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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.  

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

Sourcing Enhancements

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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.

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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.

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

Obligation Management Enhancements

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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

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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

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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:

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Accessibility Conformance

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

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

ICI Platform Accessibility Conformance Report

ICI AI/ML Accessibility Conformance Report

ICI Reporting Accessibility Conformance Report

ICI Obligation Management Accessibility Conformance Report

ICI Sourcing Accessibility Conformance Report

ICI Proposal Management Accessibility Conformance Report

ICI SRM Accessibility Conformance Report

ICI Risk Management Accessibility Conformance Report

Known Issues

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

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

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