ICI Release Notes - Release 7.17

List of Enhancements 7.17

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

The enhancements of this release include:

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

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

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

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

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

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

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

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

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

ICI Application Enhancement Details

920876 – Supporting rich documents preview using WOPI technology

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

916373 – Supporting localization for Attribute values of Associations

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

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

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

When creating or editing associated documents of an agreement in the Icertis Experience of Word, users can:

View and access the existing associated documents of an agreement.

Select the association contract type.

Tag association-based attributes, clauses and signatories.

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

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

822057 – Supporting Online Editing for Associated Documents

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

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

Mobile App Enhancement Details

881856 – Modifying mobile app with new theme color

As part of our new branding, the theme color of the app has been modified. This will be applied across the app on both iOS and Android.
The screens that will be modified as per the new theme color include the Login page, Dashboard, Notifications, Tasks, Commitments, Agreements, Requests, Settings, and their respective internal pages.

Note: There is no impact on the functionality or performance in iOS or Android due to this change.

ICI API Enhancement Details

807086 – APIs to support team management in associations

As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:

Add a team member to the association
Get a team of association
Remove team member from the association
Get available actions for associations
Trigger actions for associations

807101 – APIs to manage notes for ICI entities

The following API endpoints have been added to support notes operations (Add/Get) on the following entities:

Contract Request
Agreement
Masterdata
Association
User Information
Amendment

Note: Users are recommended to start using these new endpoints to perform the operations. The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.

819569 – APIs to Get Users based on filters applied to created or modified date

For customers with thousands of records in their database, the filtering capability has been enhanced to include time frame and security groups. GetUsers API response now features “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied on them for improved retrieval of data.

API Deprecation Details

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

AI Applications Enhancement Details

826493/884672 – Introducing a training mode in AI discovery

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

Users can now:
1. Define own AI Model –

Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered.
Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model.
ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.

2. Analyze agreements based on the AI Model –

Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model.

3. Train the AI Model –
For new attributes, clauses and obligation added to the AI model, user can train the AI engine such that it discovers them automatically over a period. With training mode enabled, when a user specifies an attribute value, then the user will be asked to provide the associated text from the document where this attribute value is present.
The DiscoverAI engine recognizes patterns from these user inputs and trains itself over a period of time to refine its discovery of entities.
To help Administrators to monitor the DiscoverAI’s self-learning progress, a new AI model training performance report has been introduced for each AI model defined in ICI.

The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.

575437/884668 – Introducing AI Studio to analyze multiple agreements

The evolving business dynamics have necessitated the businesses to not only be aware of their contractual risk and obligations, but also gather the intelligence from the contracts, to monetize opportunities and accelerate business.
Introducing AI Studio to facilitate the processing of documents in bulk to identify and analyze a volume of data and derive the actionable insight to use for the business advantage. Users can process the agreement documents in the ICI platform as well as those outside of the ICI platform and apply desired AI model to get the insights.
A new AI Studio tile has been introduced on the ICI UI Home page, for authorized users to run a new analysis for a set of documents against specific AI model. The AI Studio analysis supports .docx, .pdf and .zip files as document source as well as a network path or a saved search with an option to include associations. You can also add additional file sources using the customization hooks.

The analysis results are available in a summarized report form. The report displays the summary of identified attributes, clauses, tables and obligations in an interactive chart. If a user wants to deep dive into a specific document, then the report provides an option where user can view the discovered entities alongside the original file.

The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.

826495 – Automating user feedback for attributes, clauses, tables and obligations

AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.

826488 – Improving Clause delineation in AI

DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.
It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.
These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.

Reports Enhancement Details

514593 – Introducing the Tagged Attributes Report

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

514611 – Introducing the Notifications History Report

Integration Enhancement Details

605434 – Providing a unified flexible signature process

641289 – Allowing parallel signatures using DocuSign

701825– Supporting multiple vendors for electronic signature

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

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

674469 – Generating ICI notifications and enhancing Salesforce data sync

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

749083 – Supporting OAuth in the MS CRM adapter