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= ICM Release Notes - Release 7.9 =
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== Overview of Release 7.9 ==
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= ICI Release Notes - Release 7.16 =
  
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The 7.9 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience and intuitiveness by continually improving the ICM user interface.
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== List of Enhancements 7.16 ==
  
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The key enhancements of this release include:
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The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Contract Workflow and Localization features.
  
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*Enhancements in AI applications such as providing the Agreement/Clause Similarity functions and some UX improvements in the Negotiate AI app, supporting Obligation discovery on Templates and incorporating user actions feedback in the Obligation AI app, adding some hooks in the Visualize AI app to support custom visualization, and adding support for Table discovery in the Discover AI app.
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The enhancements of this release include:
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*Improving the ICM infrastructure to determine the Application Type (Contracting, Sourcing, Proposal, Obligation Management, and Supplier Lifecycle Management) when creating a Contract Type.
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*Allowing multiple stakeholders to collaborate within ICM itself, thus eliminating the need for using external tools such as Email, Skype, etc.
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*Enhancing Search filters to include Team roles. The search capabilities have been further improved to allow searching of Agreements and Associated documents based on Clause usage, so that users can tackle the high risk Agreements first and mitigate risks.
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*Improving usability by allowing the comparison of any two versions of the Agreement document, displaying a banner for an announcement or scheduled event, Introducing the bulk import tool to import Templates/Clauses in bulk along with tagging and rules, enhancing bulk upload capability to create an assignment or initiate termination, provision users, and add team members when creating or updating an Agreement/Amendment.
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*Introducing the ability to tag the same Masterdata localized Attribute multiple times to support bilingual Templates within ICM.
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*Improving the ability to create Rules by introducing new conditions such as ''Has A Value'' and supporting Power Set conditions for multi-select data 
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*Extending support to Template Variables to be able to track the dependency between the Contract Type Attributes and Template Variables.
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*Improving Power Business Intelligence (BI) usability by making some UX related changes, displaying the Power BI Dashboard on the Advanced Analytics tile and improving the user experience.
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*Refining Reports to display the Date and Time as per user preferences in addition to more reports now being available on the Dashboard as KPIs.
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*Improving the Icertis Experience by: <ul style="list-style-type:circle;">
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</ul>  </ul>
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<ul style="margin-left: 40px;">
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<li>Introducing a new .JS version of the ICM Outlook Plugin to be able to upload the next version of the Agreement Document and Associated Document, or creating a new Association instance and the uploading the Associated Document received over Email to the Agreement, thus reducing the overall turnaround time for the author.</li>
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<li>Introducing a new field for Salesforce users named ''Field Set Name'' so that the Adapter reads the metadata and sends only the Attributes defined for the entity when the integration is triggered from Salesforce. It also allows using Attributes defined at the Template level to store critical data as part of the Agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.</li>
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<li>Collaborating with Microsoft Team to provide a seamless user experience when authoring contracts, negotiations, or when discussing ideas and exchanging files, and in turn significantly improving the cycle time.</li>
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<li>Configuring the ICM Workday Adapter so that Executed Agreements can be attached as .PDF, instead of .docx.</li>
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<li>Providing the capability to upload a manually signed copy of an Agreement document using the ''Print, sign and upload'' capability of Adobe Sign, and supporting redlining in Associations tagged as a Table in a Template or Agreement document, in addition to allowing the user to send supporting documents along with the main Agreement for signature when using Adobe Sign.</li>
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</ul>
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These Release Notes provide an overview of enhancements to ICM and the ICM Experience for Integrations. Refer to the detailed Wiki documentation for explanation and capabilities of these and all other ICM features and functionalities.
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
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**'''''User Experience'''''
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***Enabling users to create associations from directly within the contract request creation wizard. File-drag-and-drop functionality is also enabled while creating associations within agreement creation wizard to reduce the number of clicks required and save time.&nbsp;
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***Improving usability by extending document preview to custom file selection attributes on entity’s Summary, Details and Verify pages. Also, the preview for associations is extended to .ppt, .pptx, .msg and images (.jpg, .jpeg, .png and .gif) file formats along with .docx and .pdf files.
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***Improving the Legacy Upload tool for a better User experience and reduced manual intervention with auto generation of workbook, support for peer associations, linkage type and sub folder structure and various other related improvements.&nbsp;
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***Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language. &nbsp; &nbsp;
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***Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference.&nbsp;
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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***Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
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***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
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***Improving the ICI out of office delegation functionality to support multi-level and conditional delegations with the sequencing capability to create complex delegation structures and help users manage tasks more efficiently.
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***Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
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***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
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***Allowing users to configure a file selection attribute as read-only on the UI using attribute property and have more control over the file access, further safeguarding uploaded documents.
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***Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users. 
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**'''''Workflow Enhancements'''''
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***Providing users the ability to set the minimum approvals requirement from selected ad-hoc user groups to qualify agreement as approved, thereby accelerating approval process.    
  
 
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== ICM Application Enhancements ==
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*<span style="color:#800080;">'''Mobile App Enhancements'''</span>
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**Updating the theme color as per new Icertis branding. 
  
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<span style="color:#008000;">'''420230 – Extend Contract Type definition to be able to describe the Application Type &nbsp;'''</span><br/> ICM offers the ability to determine the Application Type (Contracting, Sourcing, Proposal, Obligation Management, and Supplier Lifecycle Management) when creating a Contract Type. This is possible with the inclusion of two new Choice type Attributes, Business Application Type and Business Application Category at the Contract Type level. This feature helps effortlessly drive Business Application on the ICM platform. These Attributes are applicable for Agreements and Associated Document Contract Types, after the Business Application is enabled through a technical configuration. The access privileges for Business Applications such as Sourcing, are driven through Security Groups.<br/> &nbsp;
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<div class="image-green-border"><span style="color:#008000;">'''390639 – Collaboration in Contracts &nbsp;'''</span><br/> Previously, stakeholders involved in the contracting/sourcing process used to communicate via external tools such as Email, Skype, etc. Managing these conversations that involved multiple stakeholders and multiple discussions was a cumbersome task. With this release, ICM has eliminated the need to use external tools and created a dedicated space available within the Agreement itself.&nbsp;<br/> To collaborate, multiple stakeholders involved in the contracting/sourcing process can:</div>
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*Use the Collaboration tab available inside the Agreement&nbsp;
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*Provision an internal/external Team member to communicate with other internal or external team member(s) by creating Topics and posting messages in it
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*Provision users to send and receive attachments along with the message
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*Provision users to mark the topic as closed once discussion is concluded.
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*Send Email notification to participants when messages are posted in the topic
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<div class="image-green-border">This can be achieved by setting the Enable Collaboration flag to Yes for the Agreement Contract Type, which displays a Collaboration tab on the Agreement Details page. To prevent data loss, once Collaboration is enabled for a Contract Type, it cannot be disabled.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">400058 – Enhance Search filters to include Team members and their Roles</span>'''&nbsp;</div> <div class="image-green-border">With this release, ICM now supports the ability to search entities based on any user roles so that users can keep track of the Agreements that they are responsible for review and approvals. Users can apply other filters along with the team role to derive out-of-the-box saved search KPIs that help them manage Agreements and Amendments faster and easily.&nbsp;<br/> You can now search, and filter Agreements based on any user roles using the following Categories – Team Member: Role Name, Is Group, Role Display Name, and User Name. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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'''<span style="color:#008000;">382235 – Power BI Integration with ICM&nbsp;</span>'''<br/> With this release, in effort to improve Power BI usability, some changes have been made and some additional functionalities have been added.
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*The following UX related changes have been made:  
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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
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**Last Updated On text is changed to Data Source updated successfully&nbsp;  
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**Adding new API endpoints to add/remove/get teams as well as add/get notes for associations.  
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**The Refresh icon (which shows the minimum time of refresh cycle among all datasets) is changed to the Refresh page button 
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**Adding filters to the Get Users API response for users to be able to fetch desired records in a shorter time frame.  
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*If the session is going to time out, the Advanced Analytics page will display the standard ICM time out alert to the user.  
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**Announcing deprecated APIs and their provisioned alternatives. &nbsp;  
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*The Save your report option is now available for global reports. Users can save a copy of the report. It is visible in the user’s My Reports section and can be modified as required. If special characters are added to the report name, an error message will be displayed.
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*You can edit the saved global report using the Edit Report Name option. If special characters are added when renaming a report, an error message will be displayed.
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*You can also delete this report using the Delete Report option if it is no longer relevant.
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*Power BI Dashboard is now available in the Advanced Analytics section. The Advanced Analytics tile now displays the following 3 tabs:
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**''Business Summary:'' displays the following based on the defined KPIs and the authorization of the user (for example, Finance Head):
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***Agreement Summary such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs).
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***Deviations Summary such as Deviated Agreements and Contract Value (s) by Org Unit, Deviated Agreements by Contract Type, etc.&nbsp;
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***Expiring Agreements such as Expiring Agreements by Month, Agreements marked for Auto-Renewal, etc.&nbsp;
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***Cycle Time Report such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.&nbsp;
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***Configuration Statistics such as Distribution of Templates by Contract Types, Clauses by Category, etc.&nbsp; 
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**''Legal Summary:'' displays the following based on the defined KPIs and the authorization of the user (for example, Legal Head).  
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**''Legal Details:'' displays the legal details at a more granular level based on the defined KPIs and the authorization of the user (for example, Legal Head). 
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*When creating reports, you can configure Power BI such that you can select what data you want to view. For example, you can only view the Agreements and Templates, but hide the Clauses. The same applies when asking a question.&nbsp;  
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</div>
 
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<span style="color:#008000;">'''452265 – Ability to compare any 2 versions of the document'''</span><br/> Previously, users could only see the comparison between the last and the current version of the Agreement. This functionality has now been enhanced so that the user can compare any two of the available versions of the Agreement as required.
 
  
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<span style="color:#FF0000;">Note:</span> The Agreement document version comparison always takes place between a higher version on the right panel and a lower version on the left panel.
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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>  
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**Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
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**Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.
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**Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
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**Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards.  
  
 
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'''<span style="color:#008000;">408652 – Displaying an Announcement Banner</span>'''<br/> ICM has now improved user experience by providing the capability of displaying a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICM window alerting the users of the downtime, so that they can plan their work accordingly.&nbsp;This can be achieved through Application Settings by toggling the Show announcement banner field to Yes and entering the message to be displayed in the Announcement message box.
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*<span style="color:#800080;">'''Enhancements to Reports'''</span>  
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**Introducing Platform Analytics that merges a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.  
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**Introducing the AI Studio Report which displays the result of the AI studio batch, helping users to quickly comprehend discovery results and take informed decisions.  
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**Enhancing the core reporting capability with the ability to add, edit and delete attributes to provide better visibility in reports.
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**Introducing the AI Model Training Performance Report enabling users to view the improvements in the discovery performance over a period of time.
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**Improving user experience by enabling localization for business statuses, choice/multi-choice attributes, signature sequence, among other elements in reporting.  
  
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<br/> <span style="color:#008000;">'''408644 – Pub Sub Implementation – Beta version'''</span><br/> The beta version of the Pub Sub is now enabled. Due to this implementation:
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*The Task service should run without any errors (Kibana and Event Logs)  
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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>
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*On starting the Task service topics, their respective Subscriptions should get created automatically
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**'''''Icertis Experience for Workday'''''
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*Emails should get triggered for configured notifications
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***Providing users the ability to create associations using purchase order and invoice entity data. 
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*DocuSign should work
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**'''''Signature Workflow'''''
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***Improving the electronic signature process when using Adobe Sign to provide a unified, flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add, modify and/or tag signatories, change signatory sequence and specify authentication methods for the signatories.
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***Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.
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***Increasing the text limit for email subject lines to 255 characters, when sending documents for signature using Adobe Sign.
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***Providing users the flexibility to update effective and expiry dates while uploading the manual signed copy of an agreement/amendment. 
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**'''''Icertis Experience for MS CRM'''''
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***Enhancing the Icertis Experience for Microsoft Dynamics CRM to improve user experience. 
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**'''''Icertis Experience for Generic Integrations'''''
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***Enhancing file and ASB based integrations to support provisioning, deprovisioning and reprovisioning both internal and external users.
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***Enhancing SFTP based integrations to support inbound integration for agreement, amendment and association entities.   
  
 
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<span style="color:#008000;">'''428153 – Promote to Production (P2P) Enhancements – Beta version'''</span><br/> The beta version of the Promote to Production tool is now enabled. This functionality, provided to Administrators, can promote ICM configurations/modifications made to ICM configurations in pre-production environments to production environments.&nbsp;<br/> 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 with the tool.<br/> <span style="color:#FF0000;">Note: </span>This tool does not support the movement of Agreements and Amendments.&nbsp;<br/> &nbsp;
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*<span style="color:#800080;">'''Enhancements to Platform Tools&nbsp;'''</span>  
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**Enhancing ICI Promote to Production (P2P) framework to allow Administrators to promote configuration on different ICI patch versions for a major release (assuming no schema changes). Also enhanced robustness of the tool with provisions for automated fixes for known P2P validation errors, better display of progress status and ability to resume P2P activity from the last successful step in ICI UI.  
  
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<span style="color:#008000;">'''456074/439569/439668/467828 &nbsp;– Enhancements to Bulk Upload - Beta version'''</span>
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The beta version of the Bulk Upload functionality has been enhanced. This allows you to:
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>
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**Sourcing
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***Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click. 
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**Risk Management
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***Certifying the ICI Risk Management application to work with the 7.16 release. 
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**Obligation Management
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***Introducing the Obligation Library, providing users the ability to automatically create obligations.   
  
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*Provision users (which was earlier available only for Legacy Upload)
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*Add Team members when creating an Agreement or Amendment
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*Add Team members when updating Agreement or Amendment&nbsp;  
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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
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*Create Assignment and initiate the Termination of Agreements
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**With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools. 
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These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
  
 
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=== Enhancements to Rules ===
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<span style="color:#008000;">'''288372 – Inclusion of Clauses and Clause properties in Search facets&nbsp;'''</span><br/> ICM has further enhanced the search capabilities by allowing searches on Agreements, Amendments, and Advanced Search based on Clause usage. This allows users to prioritize the Agreements they plan to work based on Clause usage, thus being able to tackle high-risk Agreements first and mitigating risks.<br/> You can now search and filter Agreements using the following Clause categories: Clause Group, Clause Language, Clause Name, Is Alternate Clause, Is Dependent Clause, Is Deviated, Is Editable, Is Mandatory, Perform Deviation Analysis, Primary Clause, and Clause Code.<br/> <span style="color:#FF0000;">Note: </span>Clause Description, Clause Text, Linked Primary Clauses, Clause Status, Linked Primary Template Clause, and search based on Clause text area are also not supported in Clause categories.&nbsp;<br/> &nbsp;
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'''<span style="color:#008000;">397346 – Ability to create Rule with ''Has A Value ''condition</span>'''&nbsp;<br/> With this release, the Has A Value condition has been enhanced to include all Data Types and system defined Attributes such that Rules can be set up for an Attribute having any value.<br/> For example, you want to set up a Rule so that an Approver John Doe should approve the Contract if a discount is applicable to it, irrespective of the value of the discount. Then, user can add a Rule using the Has A Value condition, such that John Doe is added as an Approver, if the discount has a value of 5%, 10% or whatever value is desired.&nbsp;<br/> Earlier this condition supported only a limited set of user defined and system Attributes, but now it has been enhanced to support all Data Types and additional system Attributes. It is now also available for the following Contract Type Attributes and Data Types: Contract Type Lookup, Contract Type Multi-Select Lookup, Choice, Multi-Select Choice, Number, Currency, Percentage, Date, DateTime, and URL. In addition, it is also available for system Attributes such as Template Name and Type Of Paper.&nbsp;<br/> &nbsp;
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
  
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<span style="color:#008000;">'''408653 – Enhancing Rules to support Power Set conditions for multi-select data&nbsp;'''</span><br/> Currently, ICM supports only the Contains/Does Not Contain conditions for multi-select data. The Contains operator does not check whether all selected values of the Attribute are a subset of expected values, but only checks for any one of them. Thus, when the Rules were evaluated, even the Templates, Approvers, Clauses, etc. that are not required get executed.<br/> To avoid this confusion, Rules have been further augmented so that the user can configure conditions for power sets (i.e. cases where the user wants a Rule to be executed only if the entity field contains a subset of the configured values). This is achieved by introducing the new operator, Subset of, which is applicable to only multi-select lookup that supports evaluation of string, number, user, percentage and email data types only.<br/> Let’s consider the example of a Template Selection Rule to select multiple products using the Subset of operator. Suppose, the Rule is defined such that Template 1 should be selected if the selection is a subset of Products A, B, C, then:&nbsp;
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<span style="color:#800080;">'''704597 – Extending inline association support for contract request and introducing file drop functionality in inline association'''</span>
  
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*If the user selects any subset of products {A,B,C} like A,B or B,C or A,C or A,B,C, then Template 1 will be available for selection
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ICI enables users to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations.&nbsp;<br/> With this release, this inline associations functionality has been extended to contract request create/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.<br/> On a separate note, a file drop zone similar to the one in agreements, has been made available on the contract request details page for the configured associated document. This file drop functionality has also been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.
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*If the user selects any subset of products {A,B,C} & any other product like A,B,C,D or A,B,E, then Template 1 will NOT be available for selection
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=== Enhancements to Templates ===
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
  
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<span style="color:#008000;">'''419834 – Localization of Masterdata Attributes to support bilingual Agreements/Templates &nbsp;'''</span><br/> Earlier, ICM did not directly support bilingual Agreements and Templates. As a result, users had to tag multiple Attributes in a Template for different languages thereby ending up duplicating multiple attributes in a Contract Type.<br/> To simplify this process and facilitate bilingual templates, ICM has introduced the ability to tag the same Masterdata localized Attribute multiple times for different languages which can be tagged in a bilingual Template. This allows the user to manage the same Attribute with a different language in the same Template or Agreement. The support for bilingual templates allows the user to specify the second language for the Template and also be able to tag localized Attributes in the Template with the second language.<br/> <span style="color:#FF0000;">'''Note:&nbsp;'''</span>
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As a part of our upgrading and upscaling process, the document preview facility has been extended to support custom file selection attributes appearing on the various UI screens. Users can now preview documents uploaded through custom and system file selection attributes as an entity goes through workflows stages, for easy and quick reference.&nbsp;<br/> Furthermore, it is now possible to preview associated documents in .ppt, .pptx, .msg and image file formats (.jpg, .jpeg, .png, .gif) along with .docx and .pdf documents. This saves efforts for business users downloading multiple documents and avoiding local copies from cluttering their system.&nbsp;
  
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*It only supports string Attributes.
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*Localization of Masterdata Attributes is applicable for - Template level support for Primary/Secondary language, Word Add-in (.NET and Scribe), Agreement and Clause tags, Document Assembly, and Rule-based Assembly.  
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<div class="image-green-border">[[File:7.16 RN SS 01.png|720px|7.16 RN SS 01.png]]</div> <div class="image-green-border"><br/> The preview option will now be available on the entity “Summary”, “Verify” and “Details” pages for system and custom file path attributes in addition to the “Preview” available from the left navigation pane.<br/> Administrators can configure an option to preview the entire document or limit the number of pages through technical configuration. Preview for large files is not available.</div>  
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*Rules will be evaluated in English for the Masterdata localized Attributes.  
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*Advanced Search also supports the localization of Masterdata Attributes.
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*It is not applicable for Associations, Template Variables, Reverse Sync, and support tags on the Parent Agreement Clause.<br/> &nbsp;
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<div class="image-green-border"><span style="color:#008000;">'''275828 &nbsp;– Clause and Template Harmonization – Beta version'''</span><br/> For harmonizing Templates from various sources, consolidating near-duplicates and migrating all templates into the contracts is an extremely time consuming task as the onboarding of a single template (along with Clauses, Template Variables, Clause Assembly and Template Selection Rules) was approximately 1 person days.<br/> Hence, ICM had introduced the Bulk Import tool to import the Templates and Clauses in bulk along with the tagging and rules.</div> <div class="image-green-border">&nbsp;</div>
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== Enhancements to Artificial Intelligence Apps in ICM ==
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<span style="color:#008000;">'''386571 – Enhancements in AI Apps&nbsp;'''</span><br/> The Negotiate AI, Obligation AI and Visualize AI app have been merged to the ICM platform and these apps have been enhanced to improve their usability.
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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
  
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*The ''Negotiate AI ''app has been enhanced to provide the following functionality for an ICM user in context of a contract being viewed in MS Word:
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To improve usability and the user experience for our customers, the following enhancements have been made to the “Legacy Upload” tool:&nbsp;
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**Agreement Clause Similarity functionality
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**Agreement Similarity functionality
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**UX improvements 
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*The ''Obligation AI ''app has been enhanced to:
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**Incorporate user actions feedback in subsequent obligation discovery without extensive re-training of the model
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**Support Obligation discovery on Templates 
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*The ''Visualize AI'' app has been enhanced using hooks that have been provided to support custom visualization. These hooks will be present at the following stages:  
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**Data Fetching
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**Data Transformation
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**Data Rendering 
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<span style="color:#FF0000;">Note:&nbsp;</span>These apps are available in ICM through a technical configuration. They work on Microsoft Office 2016 for Windows version 16.0.4390.1000 or later, and Office .JS installed.
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*Enhanced the User Interface for better usability and self operation mode.
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*Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes.&nbsp;  
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*Enabled single-click self-generation of workbook to reduce the number of steps in the process.  
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*Provided support for uploading &nbsp;the peer association entity so that they can be uploaded along with &nbsp;existing association of the main agreement and ensure there is no manual work post legacy upload.&nbsp;
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*Enabled support for Linkage Type to define proper contractual relationship between different records.&nbsp;
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*Provided support for uploading records in various states (such as “Terminated”, “Expired”) so that the user does not have to reinitiate the workflow and move it manually to these states.&nbsp;
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*Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well.&nbsp;
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*Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams.&nbsp;
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*Capability to process a failed batch again with the corrected records.
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*Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
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*Enabled email notification on the batch initiation and completion to the concerned recipient.  
  
 
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&nbsp;
−
<div class="image-green-border"><span style="color:#008000;">'''387056 – Add support for Table Discovery&nbsp;'''</span><br/> With this release, the''Discover AI ''app has been further enhanced to include Table discovery. Along with Clause and metadata, ICM now also extracts tables (including information such as SLAs, price list, etc.) in Agreements and displays them on the Details page on the Table Discovery tab, so that relevant action can be taken on them as required. Automatically recognizing table data inside the Agreements saves a lot of manual labor of identifying and tagging the data correctly.&nbsp;<br/> The table discovery allows you to:</div>
 
−
*Discover the Associated Document data and the Association type if present in the uploaded Agreement document
 
−
*Update the table if needed
 
−
*Create a new Associated Document in ICM once the data is finalized
 
−
<div class="image-green-border"><span style="color:#FF0000;">Note: </span>Only .docx document format is supported.&nbsp;<br/> &nbsp;</div>
 
−
== Enhancements to ICM Add-ins ==
 
  
−
'''<span style="color:#008000;">334171 – Enhancements in Email Outlook Plugin (.JS version) &nbsp;</span>'''<br/> With this release, a new .JS version of the ICM Outlook Plugin has been introduced. The overall turnaround time for the author is reduced as he no longer needs to download the documents received over email to the local machine, then switch applications and log in to ICM, search the Agreement and then upload the documents.<br/> The provisioned user can now:
+
'''<span style="color:#800080;">817886 – Enhancing dual language template capability in ICI</span>'''
 +
<div class="image-green-border">ICI provides the capability to configure a template in two languages which helps to reduce or eliminate the language barrier and communicate better with regional customers. The capability is now further enhanced to support the rule-based assembly of primary and its equivalent localized secondary clauses in the bilingual template.<br/> Business users can define a template as dual-language and set the template’s primary and secondary languages with the language specific date and time formats. Tagged rule-based clauses will be assembled in both languages of a bilingual template on a single ruleset.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 02.png|720px|7.16 RN SS 02.png]]&nbsp;</div> <div class="image-green-border"><br/> When a user replaces a primary clause with its alternate clause either from the UI or Icertis Experience for Word, the corresponding secondary clause will also get replaced with its respective alternate clause. Any modification in the standard text of primary or secondary clauses will trigger the standard deviation workflows.</div>
 +
&nbsp;
  
−
*Upload the next version of the Agreement document received over an Email to the Agreement
+
<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
−
*Upload the next version of the Associated document (supporting Attachments) received over an Email to the Agreement
+
−
*Create a new Association instance and then upload the Associated Document received over an Email to the Agreement
+
  
−
The configuration of the Outlook Add-in is driven by the Masterdata, whereas the list of Agreements and their details are configured by the Saved Searches. You can configure multiple saved searches. This is available for MS Outlook online as well as the Desktop client.&nbsp;
+
ICI now extends its localization support to status/business statuses, choice/multi-choice attributes, signature sequence, among other elements as per language preference set by the logged in user.<br/> Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers. In order to achieve this, ICI now extends its localization support to below mentioned UI components to display them in a logged in user’s preferred language:
  
−
'''<span style="color:#008000;">397327 – Ability to drive dependency of Template Variables on Agreement Attributes&nbsp;</span>'''<br/> With this release, ICM has extended support to Template Variables being conditional to the value of the Attributes that are part of a Contract Type. The user can track the dependency between the Contract Type Attribute and Template Variable as well as eliminate the creation of duplicate Attributes between them.&nbsp;<br/> This can be achieved by any user with Manage access on Template Management tile by enabling the Is Conditional flag for each Template Variable when creating or editing a Template. When Is Conditional is On, a user is able to set a dependent condition on the Template Variable by using Depends on Contract Type Attribute flag On and its related Depends On Attribute drop-down and Depends On Value field.&nbsp;<br/> The following conditions decide the dependency between the Template Variable and Contract Type Attribute: &nbsp;
+
*Status and Business Status
 +
*Type of paper
 +
*Signature Type and Signature Sequence
 +
*Contract Type Choice and Multi-choice attributes
 +
*Contract Type Description
 +
*Search and default text&nbsp;  
 +
*Notification Category and Events on Notifications Dashboard
 +
<div class="image-green-border"><br/> Administrators can enter the translated values for these elements in the local language using ICI’s “Translations Editor” tool.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 03.png|720px|7.16 RN SS 03.png]]&nbsp;</div> <div class="image-green-border"><br/> Business users can see localized values as per their preferred language settings.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 04.png|720px|7.16 RN SS 04.png]]&nbsp;</div> <div class="image-green-border"><br/> The UI elements will be displayed in English if there are no local values available in the system for that specific element.</div>
 +
&nbsp;
  
−
*When ''Depends on'' ''Contract Type Attribute'' is ''On,&nbsp;''then it displays the Contract Type Attribute in the ''Depends On Attribute'' drop-down list.&nbsp;
+
<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
−
*When ''Depends on'' ''Contract Type Attribute'' is ''Off,'' then it displays the Template Variable in the''Depends On Attribute'' drop-down list.&nbsp;
+
  
−
For each selected Attribute from ''Depends On Attribute'' drop-down list, the user can then enter the ''Depends On Value ''that will drive the dependency.&nbsp;<br/> &nbsp;
+
The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word “home” is translated as “Zuhause” in German, whereas in the context of “home page” it is translated as “Startseite”.<br/> Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI.&nbsp;<br/> With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.
 +
<div class="note-box">'''Note''': The resource values have not been changed in the context of the language in the current release.</div>
 +
&nbsp;
  
−
<span style="color:#008000;">'''384321 – Deviation Tracking when Association is tagged as a Table&nbsp;'''</span><br/> Previously, modifications made to Associations or Saved Search (such as adding or removing rows/columns or changing the values in individual cells) that were tagged as a table in a Template did not reflect in the new version of the Agreement document.&nbsp;<br/> With this release, redlining of these changes will be visible on the Versions tab of the Agreement Document, thus allowing the contract negotiator to make informed decisions accordingly.&nbsp;<br/> <span style="color:#FF0000;">Note: </span>Deviation tracking and reverse sync of the changed table data to the respective Association instances is not supported. ICM Scribe supports this capability unlike ICM .Net Add-in but provides limited information. Table comparison is only shown when cell values get changed not when empty cells get added or removed.&nbsp;
+
<span style="color:#800080;">'''740579 – Provision of self-serve data management tool'''</span>
 +
<div class="image-green-border">Moving one step ahead in the self-service, ICI now allows performing data management activities for entities in all workflow stages.<br/> The data management activities introduced with this release are update and delete operations for Agreements, Associated Documents, Contract Requests, User Information, Files and Attributes. These self-serve data management operations will empower administrative users to troubleshoot data inconsistency issues on their own.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 05.png|720px|7.16 RN SS 05.png]]&nbsp;</div> <div class="image-green-border"><br/> However, users are advised to execute these operations cautiously as the data fix does not go through necessary business validations and are performed directly in the database itself. Furthermore, updating or deleting data through the data management tool cannot be undone and will not trigger any underlying rules, workflows, notifications, triggers or integrations. Therefore, it is recommended to follow standard ICI workflows for any major or entity state modifications.<br/> Note: The type of attributes such as Expressions, Conditional, Multi-select Lookup, Script and System will remain non editable and cannot be updated through data management tool.<br/> By default, the Data Management utility is enabled and can be controlled through the technical configuration.</div>
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
 +
 
 +
ICI provides users the ability to perform bulk actions on saved searches to efficiently work with entities in bulk.&nbsp;<br/> With this release, this bulk action on saved searches functionality provides enhanced experience as: &nbsp;
 +
 
 +
*Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.  
 +
*Sending notifications upon bulk action submission and completion.&nbsp;  
 +
*Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.
 +
 
 +
The notification contains a page link which will display the statistics of the processed records and the live updates on in-progress records.<br/> This enhancement will be available with the upgrade and does not require any further configuration.
  
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to Reports ==
+
<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
−
<span style="color:#008000;">'''275838 – All Reports should display Date and Time in Time Zone set by user in User Preferences &nbsp;'''</span><br/> With this release, all reports now display the Date and Time in the Time Zone set by the user in User Preferences.&nbsp;<br/> Previously, all date related columns and parameters in all ICM reports were displayed in the UTC Time Zone in the mm/dd/yyyy format. This led to a discrepancy with the dates displayed in ICM which were as per the locale settings in the user preferences. With this release, all reports will also display the Date and Time as per the Time Zone set by the user in the user preferences.&nbsp;
+
ICI users can delegate their tasks for situations such as when they are out of office. These delegation capabilities are now enhanced, and business users can now:&nbsp;
  
−
However, the following points need to be noted:
+
*Set multi-level auto delegations&nbsp;
 +
*Set conditional delegations
 +
*Reorder delegation sequence
 +
<div class="image-green-border">Utilizing these capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.<br/> Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.<br/> Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.<br/> While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 06.png|720px|7.16 RN SS 06.png]]&nbsp;</div> <div class="image-green-border"><br/> The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.<br/> Users can view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.<br/> These enhancements are automatically available with the upgrade and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#800080;">'''789103 – Enhancements to Extended User Entity to support lookup filtering'''</span>
  
−
*The UTC format disclaimer has been removed.
+
The process of selecting users on contract request now provides a support to lookup attribute as well, to avail the benefits of filtering capabilities to handle specific business scenarios.&nbsp;<br/> It is now possible to filter users, such as external or internal users, using the lookup on extended user entity while working with contract requests and agreements.&nbsp;<br/> The enhancements include:
−
*When reports are exported to CSV format, the Date and Time format of the Date columns will be as per the user's local machine format, not as per the User Preferences set in ICM.  
+
−
*In all the reports where dates are input parameters, the default value of parameter on first time load&nbsp;will be displayed as per UTC time zone (as SSRS report server has UTC time zone set). However, when the user inputs any date thereafter, the reports will be generated as per the user's local time zone.
+
−
*If the Date format selected is ''dd-mmm-yy'', then there is technical limitation of displaying same format for dates in parameter section, as it converts the Date to Month and vice versa. Hence, as a workaround, the Date format in the report parameter is displayed as ''mmmm dd,yyyy''. However, the Date format in report data will be shown as per the user preferences only.
+
−
*All other date formats remain unimpacted.  
+
  
−
<span style="color:#008000;">'''385409 – New Reports added to KPIs&nbsp;'''</span><br/> Earlier, only few reports were available on the Dashboard as KPI. &nbsp;Now, the user can also add the following reports as KPI tiles (through Security Groups) for user accessibility:
+
*Enabling multi filter Lookup for contract request and user datatype.&nbsp;
 +
*Filtering user type attributes as per Extended User Entity details.&nbsp;
 +
*Managing external users through Extended User Entity.
 +
*Migrating existing users to the Extended User Entity through script as a part of upgrade.&nbsp;
 +
<div class="note-box">'''Note''': The necessary user details must be added to the Extended User Entity masterdata through technical configuration in order to migrate the user data.</div>  
 +
&nbsp;
  
−
*''Cycle Time Report:'' Average cycle time of all Agreement of all Contract Types in Days
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
−
*''Template Clause Report: ''Average number of Clauses per Template with Template and Clause Is Latest = Yes
+
−
*''Expired Agreements Report:'' Count of Agreements expired in the last 30 days
+
−
*''Approved Requests for Contract Initiation Report: ''Count of Requests pending for Contract initiation
+
−
*''Signature Type Report:'' Percentage of Contracts with electronic signature with no decimal digits (% sign to be shown)
+
−
*''User Login Report:'' Count of Users logged in last 30 days
+
−
*''CLM Activity Report:'' Count of Contracts executed in last 30 days
+
  
−
For example, the Signature Type Report KPI depicts the percentage of electronic signature in ICM. If the number of electronic signatures is 6 and the number of manual signatures is 83, then the KPI is calculated as 6/83+6 = 6/89 (total number of agreements). Therefore, the percentage of electronic signatures is 6 (which is the number displayed on the KPI tile on the Dashboard).
+
Previously in ICI, when a user group was added as an ad-hoc approver or reviewer, all users from the added group were required to approve a document, except when added using a rule.&nbsp;<br/> Users now have the ability to set the minimum approvals required from selected ad-hoc user groups to qualify the agreement as approved, thereby accelerating approval process.<br/> In ICI, during the contract negotiation flow, authorized users can add ad-hoc approvers or reviewers to a contract’s team.
 +
<div class="image-green-border">[[File:7.16 RN SS 07.png|720px|7.16 RN SS 07.png]]</div>
 +
&nbsp;<br/> They can specify whether all or specific number of users from each selected user groups are required to approve the document. This will considerably reduce the approval cycle time and unnecessary follow ups.
 +
<div class="image-green-border">[[File:7.16 RN SS 08.png|720px|7.16 RN SS 08.png]]<br/> &nbsp;<br/> The request will then be sent to all users in a group in parallel, where either a specified minimum number of users or all can approve a document to consider it as approved by that user group.<br/> This configuration is available for:</div>
 +
*Workflows: approver, reviewer, request review and deviation approver.
 +
*Entities: agreement, amendment, orphan amendment, contract request, association and masterdata.
 +
*Integrations: Icertis Experience for Salesforce and for Microsoft Dynamics CRM (Iframe where ICI loads).
 +
*Sub-roles.
 +
*Add to Team window’s Grid and Tile views.
 +
<div class="image-green-border">This enhancement is available with the upgrade and no further configuration is required.</div>
 +
&nbsp;
  
−
The reports that were already present as KPIs on the Dashboard included the ''Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Average Agreement Turn Around Time Report, Clauses Pending Approval Report, Expiring Agreements Report, ''and the''Templates Pending Approval Report.''
+
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
 +
 
 +
Users will now be able to auto-attach associated documents containing mandatory attributes as well to an agreement as this functionality is enhanced to support all associated document contract types.<br/> The auto-attachment can now be used in obligation management as well, where users may need to instantiate and associate a predefined set of obligations to agreements. Users can automatically attach these obligations as associations to agreements and amendments based on defined event rules.<br/> Users can now:
 +
 
 +
*Define and maintain a library for Associated Document Contract Types (ADCTs) as a standard document master with all their required attributes configured.
 +
*Update and delete associated documents in a library.
 +
*Define the mapping between agreements and associated documents for auto-attachments.
 +
*Define rules and saved search to trigger the auto-attachment process for associations.
 +
*Update associations according to the modifications in the corresponding masterdata.
 +
<div class="note-box">'''Note''': The auto-associations functionality supports only parent child type associations.&nbsp;</div>
 +
The auto-attachment of associations is enabled through technical configuration.
  
 
&nbsp;
 
&nbsp;
  
−
== Integrations ==
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
=== Integrations with Collaboration Tools ===
+
In ICI, users upload a document file using the file selection attribute. With this release, ICI provides an option to disable the user defined file selection attribute at a contract type level thereby preventing unintentional or intentional tampering with the document.<br/> Configurators can configure the user defined file selection attribute to appear as editable or non-editable on the User Interface. This configuration can be done at agreement, amendment, association, masterdata, contract request, extended entity attributes, extension attributes and template variables level.&nbsp;<br/> System can still attach a file on a non-editable file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.
  
−
<span style="color:#008000;">'''370460 – ICM Integration with MS Teams&nbsp;'''</span><br/> By integrating the ICM platform with MS Teams, users can collaborate for contract authoring, negotiations, etc. This not only provides a better, seamless user experience, but also helps to discuss ideas or exchange files, and in turn significantly improve the cycle time. You can ping, chat with members within or outside the Agreement Team. The chat will be saved in the MS Teams History.&nbsp;<br/> Through this integration, we support:
+
&nbsp;
  
−
*Exposing ICM Bot through the Teams app
+
<span style="color:#800080;">'''693051 – Displaying Microsoft Word comments along with clause text for rule-based clauses in an agreement'''</span>
−
*Querying for a filtered list of Agreements using ICM Bot
+
<div class="image-green-border">In ICI, clause comments are displayed along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users. Clauses are tagged and assembled into templates and agreements either in a static manner or using rules. Clause authors or custodians may have added comments to clauses using MS Word markup to collaborate with other stakeholders.&nbsp;<br/> With this release, clause comments will be displayed along with clause text when a clause is assembled in an agreement through rules as well, as they are displayed in case of static clauses. This will help stakeholders to collaborate efficiently while making the working of clauses consistent across ICI.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 09.png|720px|7.16 RN SS 09.png]]</div> <div class="image-green-border"><br/> The clause comments and edits made to them will be displayed:</div>
−
*Querying My Pending Tasks using the ICM Bot&nbsp;  
+
*For rule-based clauses with or without page break.
−
*General ICM FAQ
+
*For agreements, amendments, associations and assignments.
 +
*In the “Show Comparison” window on the entity details page.
 +
*For Word online editing of documents.&nbsp;  
 +
<div class="image-green-border">The clause comments will be displayed for clauses, tagged and assembled in agreements, with no further configuration required.</div> <div class="image-green-border">&nbsp;</div>
 +
== Mobile App Enhancement Details ==
  
−
=== Icertis Experience for&nbsp;Salesforce ===
+
<span style="color:#800080;">'''881856 – Modifying mobile app with new theme color'''</span>
 +
<div class="image-green-border">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.&nbsp;<br/> 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.<br/> [[File:7.16 RN SS 10.png|720px|7.16 RN SS 10.png]]</div> <div class="image-green-border">[[File:7.16 RN SS 11.png|720px|7.16 RN SS 11.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">&nbsp;'''Note''': There is no impact on the functionality or performance in iOS or Android due to this change.</div>
 +
&nbsp;
  
−
<span style="color:#008000;">'''348588 – Configuring Field Set from Salesforce to ICM using Rest API&nbsp;'''</span><br/> With this release, a new field called Field Set Name has been introduced that can be configured using the Configuration page which is accessible through the managed application available in Salesforce AppExchange. When the integration is triggered from Salesforce, the Adapter can read the metadata and send only the Attributes defined for the entity Field Set. If the Field Set is not defined, the Adapter sends all the Attributes for that entity. &nbsp;<br/> <span style="color:#FF0000;">Note: </span>It is necessary to create a new Field Set for every Salesforce entity. The field set determines the fields that the user can edit in a particular Salesforce entity instead of having to select each field individually. For example, a Field Set created for an Opportunity can have fields such as Opportunity Name, Opportunity ID, etc.&nbsp;
+
== ICI API Enhancement Details&nbsp; ==
  
−
<span style="color:#008000;">'''397315 – Create mapping between Template Variable for Agreements and SFDC fields'''</span>&nbsp;<br/> The ICM Salesforce Adapter allows mapping of Salesforce entities and their Attributes to be integrated with ICM for data flow from Salesforce to ICM (Forward Sync) as well as ICM to Salesforce (Reverse Sync). This was previously done using Client App Entity Mapping on the Masterdata Configuration page which allows mapping the ICM Attributes from Contract Types, but not from Agreement Templates.<br/> With this release, Administrators can now use Attributes defined at Template level to store critical external data as part of the Agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.<br/> &nbsp;
+
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
=== Icertis Experience for&nbsp;Workday ===
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
  
−
<span style="color:#008000;">'''384529 – Executed PDF from ICM to Workday&nbsp;'''</span><br/> Customers using Workday ERP application to manage their procure-to-pay process want to have end-to-end integration to Icertis Contract Management (ICM) platform for managing their procurement process.&nbsp;<br/> Icertis platform already supports integration to Workday Financials and HCM via an Adapter. As part of this integration, contracts authored in the ICM platform can be sent to Workday via the Adapter and attached to Workday contracts in .docx format.&nbsp;<br/> Now, with the help of Event based configuration in the Adapter, it is possible to send the Agreement document in .PDF or .docx format to Workday for a specific event.&nbsp;<br/> &nbsp;
+
*Add a team member to the association&nbsp;  
 +
*Get a team of association&nbsp;  
 +
*Remove team member from the association&nbsp;  
 +
*Get available actions for associations&nbsp;  
 +
*Trigger actions for associations &nbsp;  
  
−
=== Enhancements to Adobe Sign and DocuSign ===
+
&nbsp;
  
−
<span style="color:#008000;">'''344436 – Support for Print, sign and upload (Wet Signed Copy) and sync back in ICM&nbsp;'''</span><br/> Adobe Sign provides users the capability of signing documents manually using Print, sign and upload option. However, earlier when the Agreement Document was Wet signed and uploaded, it did not get synced back to ICM, and the Agreement would get blocked in that state. With this release, ICM supports syncing back the signed Agreement document and changed status, so that the user can proceed with the workflow as expected.<br/> <span style="color:#FF0000;">Note:&nbsp;</span>
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
  
−
*If the Wet Signatures Only option is checked, then system mandates all the users to sign the Agreement document using the Print, sign and upload option of Adobe Sign.&nbsp;
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
−
*If the Wet Signatures Only option is not checked, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the Signature tags will be lost, Adobe Sign will add an additional page to the end of Agreement document that will have signature tags for subsequent signatories who are yet to sign.&nbsp;
+
−
*Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, Attribute tags are not available for subsequent signatories who are yet to sign the document.
+
−
*In case of parallel signatures, the Wet Signature option is not applicable. If the Wet Signature Only option is checked, then the Agreement will be stuck in the Approved state.&nbsp;
+
−
<div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#008000;">'''430578 – Send Additional Supporting Documents to Adobe Sign&nbsp;'''</span><br/> The current Send for Signature functionality only allows users to send the main Agreement for signature. It does not allow users to add the supporting documents along with the main Agreement document. With this release, ICM will support Preview and sending of the associated documents (Attachments) along with the main Agreement for signature.&nbsp;<br/> <span style="color:#FF0000;">Note:</span> Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM again.&nbsp;</div> <div class="image-green-border">The Associated Documents (attachments in the Word or PDF format that is associated to the main Agreement) will be available for selection when sending it for signature.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+
−
== Technical Requirements for Release 7.9 ==
+
  
−
The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all the environments, and 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.
+
*Contract Request&nbsp;
 +
*Agreement&nbsp;
 +
*Masterdata&nbsp;
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
[[File:Technical Requirements 1.PNG|Technical Requirements 1]]
+
'''Note:''' Users are recommended to start using these new endpoints to perform the operations.&nbsp;The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.&nbsp;
  
−
[[File:Technical Requirements 2.PNG|Technical Requirements 2]]
+
&nbsp;
  
−
[[File:Technical Requirements 3.PNG|Technical Requirements 3]]
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
 +
 
 +
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.
 +
 
 +
&nbsp;
 +
 
 +
=== 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.&nbsp;<br/> Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.
 +
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== AI Applications Enhancement&nbsp;Details ==
 +
 
 +
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
 +
 
 +
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.&nbsp;
 +
 
 +
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 – &nbsp;'''
 +
 
 +
*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.&nbsp;
 +
*ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.
 +
<div class="image-green-border">[[File:7.16 RN SS 13.png|720px|7.16 RN SS 13.png]]</div> <div class="image-green-border"><br/> '''2. Analyze agreements based on the AI Model –&nbsp;'''</div>
 +
*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.
 +
<div class="image-green-border">[[File:7.16 RN SS 14.png|720px|7.16 RN SS 14.png]]</div> <div class="image-green-border"><br/> '''3. Train the AI Model –'''</div>
 +
*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. &nbsp;
 +
*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.
 +
<div class="image-green-border"><br/> [[File:7.16-Accessing the Report5.png|720px|7.16-Accessing the Report5.png]]&nbsp;</div> <div class="image-green-border"><br/> The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#800080;">'''575437/884668 – Introducing AI Studio to analyze multiple agreements'''</span>
 +
<div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 16.png|720px|7.16 RN SS 16.png]]&nbsp;</div> <div class="image-green-border"><br/> 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.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 17.png|720px|7.16 RN SS 17.png]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.</div>
 +
<br/> <span style="color:#800080;">'''826495 – Automating user feedback for attributes, clauses, tables and obligations'''</span>
 +
 
 +
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.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
 +
 
 +
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
 +
 
 +
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.
 +
 
 +
&nbsp;
 +
 
 +
== Reports Enhancement Details ==
 +
 
 +
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
 +
 
 +
ICI offers a range of reports on agreements, clauses, templates, users, workflow and other entities. However, these default as well as custom SQL Server Reporting Services (SSRS) based reports are non-editable for all users, including administrators.
 +
 
 +
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
 +
 
 +
*Agreements Pending Approval Report
 +
*Agreements Pending Execution Report
 +
*Expired Agreements Report
 +
*Expiring Agreements Report
 +
*Signature Type Report
 +
*User Login Report
 +
 
 +
Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. A new Security Group Privilege has been provided for Power BI Reporting – the users of the security group which has manage access to this privilege can edit these default Power BI reports.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
 +
 
 +
Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved.&nbsp;
 +
 
 +
With this release, a script has been introduced, based on which, an entry can be made at the backend without the need for any development effort, thus shortening the cycle of report development.&nbsp;
 +
 
 +
With the introduction of the new backend script, ICI now allows:
 +
 
 +
*The ability to configure new attributes or remove existing attributes through backend configuration.
 +
*The ability to map the ICI name with the business-oriented display name for the attribute(s) being configured.
 +
<div class="note-box">'''Note''': This applies to ICI out-of-the-box attributes as well as customer-specific attributes.</div>
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
 +
 
 +
The ICI platform is widely used to manage contracts across the globe. Hence, adapting existing products to new markets through translation and localization management is key for global business growth. In this view, localization support is now being enhanced in reports.
 +
 
 +
Localization has now been enabled for the following attributes:
 +
 
 +
*Type of Paper (Own/Third Party)
 +
*Signature Type (Electronic Signature/Manual Signature)
 +
*Signature Sequence (External First/Internal First)
 +
*Choice/multi-choice attributes&nbsp;
 +
*Status/Business Status (for example, Clause status, Amendment status, and so on)
 +
 
 +
This is applicable to the following Core reports – Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Execution Report, Attribute Information Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== Integration Enhancement Details ==
 +
 
 +
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
 +
 
 +
With this release, users will be able to configure the Workday adapter to create association records using purchase order and invoice entity data objects of Workday.&nbsp;
 +
 
 +
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
 +
 
 +
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
 +
 
 +
ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.
 +
 
 +
ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:
 +
 
 +
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;
 +
 
 +
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
 +
 
 +
ICI now allows the primary owner to select and attach individual copies of the associated documents along with the main agreement and send them for signatures using Adobe Sign.&nbsp;
 +
 
 +
The signatories can view and sign these associated documents, provided the signatory tags are added.
 +
 
 +
When the signing process is complete, ICI synchronizes back the associated document and generates the Version and History record by the name of the last Signatory.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
 +
 
 +
To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
 +
 
 +
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
 +
 
 +
The enhancements have been made in the following areas:
 +
 
 +
*Improved pagination in list views.&nbsp;
 +
*Allowing agreement search in list views.
 +
*Improved positioning for modal dialogs appearing within CRM.&nbsp;
 +
*Improved navigation from the Create / View Contract screens to the ICI tab.
 +
*Support for UI-based entity configurations.&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
 +
 
 +
With this release, file and ASB based integrations have been enhanced for provisioning, deprovisioning and reprovisioning users in ICI. Support is provided for internal as well as external users with or without login.&nbsp;
 +
 
 +
Configurators can now:
 +
 
 +
*Configure the generic integration framework to create and update user attributes; including extended user entity attributes.
 +
*Map users to Organization, Security Groups and User Groups during create/ update.
 +
*Replace any user in ICI using the “Replace User” option.&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
 +
 
 +
With this release, customers will be able to automate the contract management process using the data from their triggering systems, thus reducing the cycle time and additional investments.
 +
 
 +
Configurators can now:&nbsp;
 +
 
 +
*Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
 +
*Invoke hooks for custom logic execution.&nbsp;
 +
*Specify primary owners, secondary owners and team members during entity creation or updates.
 +
*Leverage support provided for FTP, SFTP, SSH and Azure Blob.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
 +
 
 +
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
 +
 
 +
These fields, to be added through technical configuration, are displayed on the “Upload Signed Copy” and “Upload Fully Signed Copy” popups, where users can conveniently update the desired values.
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== ICI Platform Tools Enhancement Details ==
 +
 
 +
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
 +
 
 +
With this release, the Promote to Production (P2P) framework has been enhanced:
 +
 
 +
*To be able to promote configuration on different ICI patch versions for the same major release if no schema change. Configurators will now be able to promote configurations from lower minor versions to higher minor versions, and vice versa. For example, from 7.16.1.0 to 7.16.1.2 or from 7.16.2.0 to 7.16.1.0.&nbsp;
 +
*To notify all validation errors on ICI UI, along with email notification to configurators. The tool auto fixes all possible P2P validation errors, thereby reducing dependency on database team for resolution. For example, Duplicate contract type code found.
 +
*To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
 +
*To display P2P progress status in percentage to users on refresh.
 +
*To consolidate and list all post P2P activities to be performed offline.
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== Business Apps Enhancement Details ==
 +
 
 +
=== ICI Sourcing Application ===
 +
 
 +
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
 +
 
 +
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
 +
 
 +
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
 +
 
 +
However, as part of global sourcing strategy, buyers and suppliers are required to download specific files relevant to the RFx. This was done by checking the file and downloading it, making it multiple clicks process.
 +
 
 +
With this release, users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so.&nbsp;
 +
<div class="image-green-border">[[File:7.16-One-ClickDownload.png|720px|7.16-One-ClickDownload.png]]</div>
 +
&nbsp;
 +
 
 +
=== ICI Risk Management Application ===
 +
 
 +
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
=== ICI Obligation Management Application ===
 +
 
 +
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
 +
 
 +
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
 +
 
 +
ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
 +
 
 +
*Creating obligations “manually” is not proving to be efficient or a timely process.
 +
*Discovering obligations using ICI’s AI tool (ObligationAI) is not a practicable solution in all scenarios. Also, in many cases the required obligations are not part of the contract language, and, therefore, they are not discovered with AI.
 +
*In many business contexts, there is a need that the system auto-creates applicable agreements and obligations.&nbsp;
 +
 
 +
With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
 +
 
 +
Users can now:
 +
 
 +
*Use the ICI Platform feature 832489 for Auto Attachment for auto creating obligations for the OM App.
 +
*Define and maintain an Obligation Library as a “Standard Document Master”.
 +
*Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
 +
*Maintain the Obligation library by updating and deleting Standard Document records as required.
 +
*Create Saved Search for defining applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in respective Agreements’.
 +
<div class="note-box">'''Note''': The auto-associations supports only parent child type associations.&nbsp;</div>
 +
&nbsp;
 +
<div class="image-green-border">[[File:7.16OM-Obligation library.png|720px|7.16OM-Obligation library.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 +
<span style="color:#800080;">'''731890 – Seed Entity Changes'''</span>
 +
 
 +
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
 +
 
 +
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
 +
 
 +
'''Contract Type Changes'''
 +
 
 +
Besides some updates to the existing contract types, “ICMOMAppObligation” (Obligation) and “ICMOMAppFulfillment” (Fulfillment), the following Masterdata contract types have been introduced to Obligation Management in this release:
 +
 
 +
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
 +
 
 +
These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
 +
 
 +
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
 +
 
 +
[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
 +
 
 +
The following new Obligation Rules have been added in this release:<br/> [[File:7.16 RN SS 24.PNG|720px|7.16 RN SS 24.PNG]]
 +
 
 +
'''Notifications'''
 +
 
 +
A new, dedicated Notification Category has been introduced for the ICI OM App – “Obligation Management Notifications”. A new notification has been seeded within this category:
 +
 
 +
*This is a seeded notification to notify fulfillment creations.
 +
*The notification is triggered and sent when a fulfillment gets created.
 +
*These notifications are sent to Fulfillment Owners.
 +
 
 +
'''Default Column Search Changes'''
 +
 
 +
The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of obligations and fulfillments on the index page. Hence, when a user searches for “Obligations”, the list of obligations displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each obligation.
 +
 
 +
Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
 +
 
 +
'''Reports'''
 +
 
 +
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
 +
 
 +
With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
 +
 
 +
[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
 +
 
 +
&nbsp;
 +
</div>
 +
== Partner Enablement ==
 +
 
 +
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
 +
 
 +
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
 +
 
 +
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
 +
 
 +
*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.
 +
 
 +
ICI Hooks provide a strategic technical solution and a definitive approach to add important functionality in the existing program capabilities, without interrupting or disturbing the flow of processes and expected outcomes.
 +
 
 +
*'''Self-Serve Tools''': Updated to the 7.16 release.
 +
 
 +
ICI Self-Serve Tools include tools and features that can be used out-of-the-box by authorized users. These tools serve users with specific feature and performance goal primarily being self-sufficient.
 +
 
 +
&nbsp;
 +
 
 +
== Technical Requirements for Release 7.16 ==
 +
 
 +
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.&nbsp;<br/> The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
 +
<div class="image-green-border">[[File:7.16 RN SS 26.PNG|720px|7.16 RN SS 26.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 27.PNG|720px|7.16 RN SS 27.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 28.PNG|720px|7.16 RN SS 28.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 29.PNG|720px|7.16 RN SS 29.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 30.PNG|720px|7.16 RN SS 30.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 31.PNG|720px|7.16 RN SS 31.PNG]]</div>
 +
== Known Issues ==
 +
 
 +
This section includes some issues that we are aware of and plan to resolve at the earliest:
 +
<div class="image-green-border">[[File:7.16 RN SS 32.PNG|720px|7.16 RN SS 32.PNG]]</div>
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
  
−
[[File:Technical Requirements 4.PNG|Technical Requirements 4]]
+
'''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;|

Latest revision as of 12:12, 14 June 2021

 

ICI Release Notes - Release 7.16

List of Enhancements 7.16

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Contract Workflow and Localization features.

The enhancements of this release include:

  • Enhancements to the ICI Application
    • User Experience
      • Enabling users to create associations from directly within the contract request creation wizard. File-drag-and-drop functionality is also enabled while creating associations within agreement creation wizard to reduce the number of clicks required and save time. 
      • Improving usability by extending document preview to custom file selection attributes on entity’s Summary, Details and Verify pages. Also, the preview for associations is extended to .ppt, .pptx, .msg and images (.jpg, .jpeg, .png and .gif) file formats along with .docx and .pdf files.
      • Improving the Legacy Upload tool for a better User experience and reduced manual intervention with auto generation of workbook, support for peer associations, linkage type and sub folder structure and various other related improvements. 
      • Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language.    
      • Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference. 
      • Creating a base for supporting context-based translations across ICI. 
      • Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
      • Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
      • Improving the ICI out of office delegation functionality to support multi-level and conditional delegations with the sequencing capability to create complex delegation structures and help users manage tasks more efficiently.
      • Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
      • Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
      • Allowing users to configure a file selection attribute as read-only on the UI using attribute property and have more control over the file access, further safeguarding uploaded documents.
      • Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users.
    • Workflow Enhancements
      • Providing users the ability to set the minimum approvals requirement from selected ad-hoc user groups to qualify agreement as approved, thereby accelerating approval process.

 

  • Mobile App Enhancements
    • Updating the theme color as per new Icertis branding.

 

  • Enhancements to ICI API 2.0
    • Adding new API endpoints to add/remove/get teams as well as add/get notes for associations.
    • Adding filters to the Get Users API response for users to be able to fetch desired records in a shorter time frame.
    • Announcing deprecated APIs and their provisioned alternatives.  

 

  • Enhancements to Artificial Intelligence Applications
    • Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
    • Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.
    • Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
    • Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards.

 

  • Enhancements to Reports
    • Introducing Platform Analytics that merges a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.
    • Introducing the AI Studio Report which displays the result of the AI studio batch, helping users to quickly comprehend discovery results and take informed decisions.
    • Enhancing the core reporting capability with the ability to add, edit and delete attributes to provide better visibility in reports.
    • Introducing the AI Model Training Performance Report enabling users to view the improvements in the discovery performance over a period of time.
    • Improving user experience by enabling localization for business statuses, choice/multi-choice attributes, signature sequence, among other elements in reporting.

 

  • Improving the Icertis Experience
    • Icertis Experience for Workday
      • Providing users the ability to create associations using purchase order and invoice entity data.
    • Signature Workflow
      • Improving the electronic signature process when using Adobe Sign to provide a unified, flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add, modify and/or tag signatories, change signatory sequence and specify authentication methods for the signatories.
      • Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.
      • Increasing the text limit for email subject lines to 255 characters, when sending documents for signature using Adobe Sign.
      • Providing users the flexibility to update effective and expiry dates while uploading the manual signed copy of an agreement/amendment.
    • Icertis Experience for MS CRM
      • Enhancing the Icertis Experience for Microsoft Dynamics CRM to improve user experience.
    • Icertis Experience for Generic Integrations
      • Enhancing file and ASB based integrations to support provisioning, deprovisioning and reprovisioning both internal and external users.
      • Enhancing SFTP based integrations to support inbound integration for agreement, amendment and association entities.

 

  • Enhancements to Platform Tools 
    • Enhancing ICI Promote to Production (P2P) framework to allow Administrators to promote configuration on different ICI patch versions for a major release (assuming no schema changes). Also enhanced robustness of the tool with provisions for automated fixes for known P2P validation errors, better display of progress status and ability to resume P2P activity from the last successful step in ICI UI.

 

  • Enhancements to Business Applications 
    • Sourcing
      • Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click.
    • Risk Management
      • Certifying the ICI Risk Management application to work with the 7.16 release.
    • Obligation Management
      • Introducing the Obligation Library, providing users the ability to automatically create obligations.

 

  • 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.

 

 

 

ICI Application Enhancement Details

704597 – Extending inline association support for contract request and introducing file drop functionality in inline association

ICI enables users to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations. 
With this release, this inline associations functionality has been extended to contract request create/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.
On a separate note, a file drop zone similar to the one in agreements, has been made available on the contract request details page for the configured associated document. This file drop functionality has also been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.

 

421708 – Extending preview support for additional file formats

As a part of our upgrading and upscaling process, the document preview facility has been extended to support custom file selection attributes appearing on the various UI screens. Users can now preview documents uploaded through custom and system file selection attributes as an entity goes through workflows stages, for easy and quick reference. 
Furthermore, it is now possible to preview associated documents in .ppt, .pptx, .msg and image file formats (.jpg, .jpeg, .png, .gif) along with .docx and .pdf documents. This saves efforts for business users downloading multiple documents and avoiding local copies from cluttering their system. 

 

7.16 RN SS 01.png

The preview option will now be available on the entity “Summary”, “Verify” and “Details” pages for system and custom file path attributes in addition to the “Preview” available from the left navigation pane.
Administrators can configure an option to preview the entire document or limit the number of pages through technical configuration. Preview for large files is not available.

 

842776 – Enhancements to the Legacy Upload tool

To improve usability and the user experience for our customers, the following enhancements have been made to the “Legacy Upload” tool: 

  • Enhanced the User Interface for better usability and self operation mode.
  • Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes. 
  • Enabled single-click self-generation of workbook to reduce the number of steps in the process.
  • Provided support for uploading  the peer association entity so that they can be uploaded along with  existing association of the main agreement and ensure there is no manual work post legacy upload. 
  • Enabled support for Linkage Type to define proper contractual relationship between different records. 
  • Provided support for uploading records in various states (such as “Terminated”, “Expired”) so that the user does not have to reinitiate the workflow and move it manually to these states. 
  • Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well. 
  • Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams. 
  • Capability to process a failed batch again with the corrected records.
  • Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
  • Enabled email notification on the batch initiation and completion to the concerned recipient.

 

817886 – Enhancing dual language template capability in ICI

ICI provides the capability to configure a template in two languages which helps to reduce or eliminate the language barrier and communicate better with regional customers. The capability is now further enhanced to support the rule-based assembly of primary and its equivalent localized secondary clauses in the bilingual template.
Business users can define a template as dual-language and set the template’s primary and secondary languages with the language specific date and time formats. Tagged rule-based clauses will be assembled in both languages of a bilingual template on a single ruleset.

7.16 RN SS 02.png 

When a user replaces a primary clause with its alternate clause either from the UI or Icertis Experience for Word, the corresponding secondary clause will also get replaced with its respective alternate clause. Any modification in the standard text of primary or secondary clauses will trigger the standard deviation workflows.

 

791889 – Supporting localized values on user interface as per logged in user’s language

ICI now extends its localization support to status/business statuses, choice/multi-choice attributes, signature sequence, among other elements as per language preference set by the logged in user.
Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers. In order to achieve this, ICI now extends its localization support to below mentioned UI components to display them in a logged in user’s preferred language:

  • Status and Business Status
  • Type of paper
  • Signature Type and Signature Sequence
  • Contract Type Choice and Multi-choice attributes
  • Contract Type Description
  • Search and default text 
  • Notification Category and Events on Notifications Dashboard

Administrators can enter the translated values for these elements in the local language using ICI’s “Translations Editor” tool.

7.16 RN SS 03.png 

Business users can see localized values as per their preferred language settings.

7.16 RN SS 04.png 

The UI elements will be displayed in English if there are no local values available in the system for that specific element.

 

863795 – Support for context-based translations in ICI

The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word “home” is translated as “Zuhause” in German, whereas in the context of “home page” it is translated as “Startseite”.
Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI. 
With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.

Note: The resource values have not been changed in the context of the language in the current release.

 

740579 – Provision of self-serve data management tool

Moving one step ahead in the self-service, ICI now allows performing data management activities for entities in all workflow stages.
The data management activities introduced with this release are update and delete operations for Agreements, Associated Documents, Contract Requests, User Information, Files and Attributes. These self-serve data management operations will empower administrative users to troubleshoot data inconsistency issues on their own.

7.16 RN SS 05.png 

However, users are advised to execute these operations cautiously as the data fix does not go through necessary business validations and are performed directly in the database itself. Furthermore, updating or deleting data through the data management tool cannot be undone and will not trigger any underlying rules, workflows, notifications, triggers or integrations. Therefore, it is recommended to follow standard ICI workflows for any major or entity state modifications.
Note: The type of attributes such as Expressions, Conditional, Multi-select Lookup, Script and System will remain non editable and cannot be updated through data management tool.
By default, the Data Management utility is enabled and can be controlled through the technical configuration.

 

685700 – Enhancements to bulk action functionality on Saved Searches

ICI provides users the ability to perform bulk actions on saved searches to efficiently work with entities in bulk. 
With this release, this bulk action on saved searches functionality provides enhanced experience as:  

  • Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.
  • Sending notifications upon bulk action submission and completion. 
  • Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.

The notification contains a page link which will display the statistics of the processed records and the live updates on in-progress records.
This enhancement will be available with the upgrade and does not require any further configuration.

 

788412 – Enhancements to auto delegations

ICI users can delegate their tasks for situations such as when they are out of office. These delegation capabilities are now enhanced, and business users can now: 

  • Set multi-level auto delegations 
  • Set conditional delegations
  • Reorder delegation sequence
Utilizing these capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.
Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.
While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.

7.16 RN SS 06.png 

The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.
Users can view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.
These enhancements are automatically available with the upgrade and no further configuration is required.
 

789103 – Enhancements to Extended User Entity to support lookup filtering

The process of selecting users on contract request now provides a support to lookup attribute as well, to avail the benefits of filtering capabilities to handle specific business scenarios. 
It is now possible to filter users, such as external or internal users, using the lookup on extended user entity while working with contract requests and agreements. 
The enhancements include:

  • Enabling multi filter Lookup for contract request and user datatype. 
  • Filtering user type attributes as per Extended User Entity details. 
  • Managing external users through Extended User Entity.
  • Migrating existing users to the Extended User Entity through script as a part of upgrade. 
Note: The necessary user details must be added to the Extended User Entity masterdata through technical configuration in order to migrate the user data.

 

384324 – Ability to configure number of approvals required from selected ad-hoc user groups

Previously in ICI, when a user group was added as an ad-hoc approver or reviewer, all users from the added group were required to approve a document, except when added using a rule. 
Users now have the ability to set the minimum approvals required from selected ad-hoc user groups to qualify the agreement as approved, thereby accelerating approval process.
In ICI, during the contract negotiation flow, authorized users can add ad-hoc approvers or reviewers to a contract’s team.

7.16 RN SS 07.png

 
They can specify whether all or specific number of users from each selected user groups are required to approve the document. This will considerably reduce the approval cycle time and unnecessary follow ups.

7.16 RN SS 08.png
 
The request will then be sent to all users in a group in parallel, where either a specified minimum number of users or all can approve a document to consider it as approved by that user group.
This configuration is available for:
  • Workflows: approver, reviewer, request review and deviation approver.
  • Entities: agreement, amendment, orphan amendment, contract request, association and masterdata.
  • Integrations: Icertis Experience for Salesforce and for Microsoft Dynamics CRM (Iframe where ICI loads).
  • Sub-roles.
  • Add to Team window’s Grid and Tile views.
This enhancement is available with the upgrade and no further configuration is required.

 

832489 – Enhancing auto-attachment functionality to support all ADCT configurations

Users will now be able to auto-attach associated documents containing mandatory attributes as well to an agreement as this functionality is enhanced to support all associated document contract types.
The auto-attachment can now be used in obligation management as well, where users may need to instantiate and associate a predefined set of obligations to agreements. Users can automatically attach these obligations as associations to agreements and amendments based on defined event rules.
Users can now:

  • Define and maintain a library for Associated Document Contract Types (ADCTs) as a standard document master with all their required attributes configured.
  • Update and delete associated documents in a library.
  • Define the mapping between agreements and associated documents for auto-attachments.
  • Define rules and saved search to trigger the auto-attachment process for associations.
  • Update associations according to the modifications in the corresponding masterdata.
Note: The auto-associations functionality supports only parent child type associations. 

The auto-attachment of associations is enabled through technical configuration.

 

688229 – Allowing configurators to setup the file selection attribute as read only 

In ICI, users upload a document file using the file selection attribute. With this release, ICI provides an option to disable the user defined file selection attribute at a contract type level thereby preventing unintentional or intentional tampering with the document.
Configurators can configure the user defined file selection attribute to appear as editable or non-editable on the User Interface. This configuration can be done at agreement, amendment, association, masterdata, contract request, extended entity attributes, extension attributes and template variables level. 
System can still attach a file on a non-editable file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

 

693051 – Displaying Microsoft Word comments along with clause text for rule-based clauses in an agreement

In ICI, clause comments are displayed along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users. Clauses are tagged and assembled into templates and agreements either in a static manner or using rules. Clause authors or custodians may have added comments to clauses using MS Word markup to collaborate with other stakeholders. 
With this release, clause comments will be displayed along with clause text when a clause is assembled in an agreement through rules as well, as they are displayed in case of static clauses. This will help stakeholders to collaborate efficiently while making the working of clauses consistent across ICI.

7.16 RN SS 09.png

The clause comments and edits made to them will be displayed:
  • For rule-based clauses with or without page break.
  • For agreements, amendments, associations and assignments.
  • In the “Show Comparison” window on the entity details page.
  • For Word online editing of documents. 
The clause comments will be displayed for clauses, tagged and assembled in agreements, with no further configuration required.
 

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.
7.16 RN SS 10.png
7.16 RN SS 11.png
 
 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.

7.16 RN SS 12.PNG

 

 

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.
7.16 RN SS 13.png

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.
7.16 RN SS 14.png

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.

7.16-Accessing the Report5.png 

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.

7.16 RN SS 16.png 

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.

7.16 RN SS 17.png 
 
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

886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core

ICI offers a range of reports on agreements, clauses, templates, users, workflow and other entities. However, these default as well as custom SQL Server Reporting Services (SSRS) based reports are non-editable for all users, including administrators.

With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile: 

  • Agreements Pending Approval Report
  • Agreements Pending Execution Report
  • Expired Agreements Report
  • Expiring Agreements Report
  • Signature Type Report
  • User Login Report

Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. A new Security Group Privilege has been provided for Power BI Reporting – the users of the security group which has manage access to this privilege can edit these default Power BI reports.

 

738910 – Ability to add/edit/delete attributes in Power BI data model

Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved. 

With this release, a script has been introduced, based on which, an entry can be made at the backend without the need for any development effort, thus shortening the cycle of report development. 

With the introduction of the new backend script, ICI now allows:

  • The ability to configure new attributes or remove existing attributes through backend configuration.
  • The ability to map the ICI name with the business-oriented display name for the attribute(s) being configured.
Note: This applies to ICI out-of-the-box attributes as well as customer-specific attributes.

 

575577 – Improving localization of reports

The ICI platform is widely used to manage contracts across the globe. Hence, adapting existing products to new markets through translation and localization management is key for global business growth. In this view, localization support is now being enhanced in reports.

Localization has now been enabled for the following attributes:

  • Type of Paper (Own/Third Party)
  • Signature Type (Electronic Signature/Manual Signature)
  • Signature Sequence (External First/Internal First)
  • Choice/multi-choice attributes 
  • Status/Business Status (for example, Clause status, Amendment status, and so on)

This is applicable to the following Core reports – Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Execution Report, Attribute Information Report, Masterdata Information Report, Signature Type Report and User Profiling Report.

 

 

Integration Enhancement Details

207941 – Support for purchase order and invoices integration in Workday

With this release, users will be able to configure the Workday adapter to create association records using purchase order and invoice entity data objects of Workday. 

Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications. 

 

848516 – Providing a unified flexible signature process through Adobe Sign console

Signing agreements is often a combination of manual signatures and electronic signatures. 

ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.

ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:

  • Add and modify the signatories. 
  • Tag signatories in the Adobe Sign console.  
  • Change the signatory sequence. 

Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.

 

509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign

ICI now allows the primary owner to select and attach individual copies of the associated documents along with the main agreement and send them for signatures using Adobe Sign. 

The signatories can view and sign these associated documents, provided the signatory tags are added.

When the signing process is complete, ICI synchronizes back the associated document and generates the Version and History record by the name of the last Signatory.

 

514356 – Supporting email subjects with up to 255 characters for Adobe Sign

To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.

 

797798 – Enhancements to Microsoft Dynamics CRM adapter

Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability. 

The enhancements have been made in the following areas:

  • Improved pagination in list views. 
  • Allowing agreement search in list views.
  • Improved positioning for modal dialogs appearing within CRM. 
  • Improved navigation from the Create / View Contract screens to the ICI tab.
  • Support for UI-based entity configurations. 

 

725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB

With this release, file and ASB based integrations have been enhanced for provisioning, deprovisioning and reprovisioning users in ICI. Support is provided for internal as well as external users with or without login. 

Configurators can now:

  • Configure the generic integration framework to create and update user attributes; including extended user entity attributes.
  • Map users to Organization, Security Groups and User Groups during create/ update.
  • Replace any user in ICI using the “Replace User” option. 

 

725874 – Extending file-based inbound integration for agreements and associations

With this release, customers will be able to automate the contract management process using the data from their triggering systems, thus reducing the cycle time and additional investments.

Configurators can now: 

  • Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
  • Invoke hooks for custom logic execution. 
  • Specify primary owners, secondary owners and team members during entity creation or updates.
  • Leverage support provided for FTP, SFTP, SSH and Azure Blob.

 

792469 – Ability to update dates while uploading signed copy

Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.

These fields, to be added through technical configuration, are displayed on the “Upload Signed Copy” and “Upload Fully Signed Copy” popups, where users can conveniently update the desired values.

 

 

ICI Platform Tools Enhancement Details

842003 – P2P Enhancements for 7.16

With this release, the Promote to Production (P2P) framework has been enhanced:

  • To be able to promote configuration on different ICI patch versions for the same major release if no schema change. Configurators will now be able to promote configurations from lower minor versions to higher minor versions, and vice versa. For example, from 7.16.1.0 to 7.16.1.2 or from 7.16.2.0 to 7.16.1.0. 
  • To notify all validation errors on ICI UI, along with email notification to configurators. The tool auto fixes all possible P2P validation errors, thereby reducing dependency on database team for resolution. For example, Duplicate contract type code found.
  • To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
  • To display P2P progress status in percentage to users on refresh.
  • To consolidate and list all post P2P activities to be performed offline.

 

 

Business Apps Enhancement Details

ICI Sourcing Application

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).

830200 – Introducing One-Click Download

Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button. 

However, as part of global sourcing strategy, buyers and suppliers are required to download specific files relevant to the RFx. This was done by checking the file and downloading it, making it multiple clicks process.

With this release, users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so. 

7.16-One-ClickDownload.png

 

ICI Risk Management Application

ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341). 

 

 

ICI Obligation Management Application

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).

893215 – Predefined Set of Obligations

ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:

  • Creating obligations “manually” is not proving to be efficient or a timely process.
  • Discovering obligations using ICI’s AI tool (ObligationAI) is not a practicable solution in all scenarios. Also, in many cases the required obligations are not part of the contract language, and, therefore, they are not discovered with AI.
  • In many business contexts, there is a need that the system auto-creates applicable agreements and obligations. 

With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.

Users can now:

  • Use the ICI Platform feature 832489 for Auto Attachment for auto creating obligations for the OM App.
  • Define and maintain an Obligation Library as a “Standard Document Master”.
  • Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
  • Maintain the Obligation library by updating and deleting Standard Document records as required.
  • Create Saved Search for defining applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in respective Agreements’.
Note: The auto-associations supports only parent child type associations. 

 

7.16OM-Obligation library.png
 

731890 – Seed Entity Changes

Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.

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Contract Type Changes

Besides some updates to the existing contract types, “ICMOMAppObligation” (Obligation) and “ICMOMAppFulfillment” (Fulfillment), the following Masterdata contract types have been introduced to Obligation Management in this release:

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Seeded Attribute Changes

These seeded attributes have been introduced with this release:
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New Rules

The following new Obligation Rules have been added in this release:
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Notifications

A new, dedicated Notification Category has been introduced for the ICI OM App – “Obligation Management Notifications”. A new notification has been seeded within this category:

  • This is a seeded notification to notify fulfillment creations.
  • The notification is triggered and sent when a fulfillment gets created.
  • These notifications are sent to Fulfillment Owners.

Default Column Search Changes

The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of obligations and fulfillments on the index page. Hence, when a user searches for “Obligations”, the list of obligations displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each obligation.

Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the  columns configured in the “Default Column Search”. 

Reports

The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16. 

With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:

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Partner Enablement

Upgrading Icertis Software Development Kit for Partner Enablement

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.

As part of our continuous efforts to support our partners, we have upgraded the following SDK content:

  • ICI Technical Configuration Hooks: Updated to the 7.16 release.

ICI Hooks provide a strategic technical solution and a definitive approach to add important functionality in the existing program capabilities, without interrupting or disturbing the flow of processes and expected outcomes.

  • Self-Serve Tools: Updated to the 7.16 release.

ICI Self-Serve Tools include tools and features that can be used out-of-the-box by authorized users. These tools serve users with specific feature and performance goal primarily being self-sufficient.

 

Technical Requirements for Release 7.16

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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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 | ICI Business Apps Release Notes |

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