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= ICM Release Notes - Release 7.11 =
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= ICI Release Notes - Release 7.16 =
  
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== Overview of Release 7.11 ==
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== List of Enhancements 7.16 ==
  
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The 7.11 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.
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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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The key enhancements of this release include:
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The enhancements of this release include:
  
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*'''Enhancements to Business Applications'''  
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
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**Integrating the ''ObligationAI'' and ''Obligation Management Application ''to track and manage obligations, fulfilments for a given agreement which helps in yielding contract compliance and reducing the risks involved in managing the contracts.
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**'''''User Experience'''''  
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**Certifying that ICM is now able to support multiple business applications with reference to functionality, performance and security, to drive business compliance.
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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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**Locking the ability to change the seeded rules that are essential for Obligation Management application flow.&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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*'''Enhancements to the ICM Application'''
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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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**Improving the user interface that allows the users to navigate in ICM with just one click. This will enhance the user experience considerably by reducing the time and effort to click through several pages to reach the destination page.
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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 ICM dashboard to provide a framework for configuring a new dashboard layout, and providing support for widgets for all the Saved Search, Task List and My Recent activities. In addition, the support is also extended to use the earlier KPI based dashboard, resize the widget, and re-order the widget sequence.  
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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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**Introducing a Pre-Publish Checker tool on the User Administration tile that will analyze all the checkpoints which potentially result in downtime and provide&nbsp;failure information to the configurators, thus allowing users to take appropriate actions.  
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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**Enforcing boundaries for technical configurations and providing guidelines on the consumption of client-side hooks and server-side hooks, as well as the deployment and configuration of implemented customization.  
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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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**Allowing users to define the order for associations and assemble them as per the defined order.  
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***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.  
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**Enhancing the Promote To Production (PToP) tool for Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some new validations in the PToP engine, as well as new enhancements in the PToP engine and user interface to provide support to PToP and DevOps teams.  
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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 users to predefine filters or apply them based on any other attribute values that the user keys in while referring value from any master records.
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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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**Providing the flexibility to use attributes of masterdata as extensions to any agreement or associated document, which considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.
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***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.  
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**Simplifying the process of authoring by allowing the contract author to create multiple agreements from a single agreement with the provision of copying associations and attributes as required.
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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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**Introducing the capability to define a sub-role for the approver role and enabling all the capabilities of the approval process based on the sub-role.  
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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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**Allowing filtering out agreements while inheriting.
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**'''''Workflow Enhancements'''''  
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**Providing the ability to exclude attributes or associated documents when copying agreements and allowing the copying of commitments when copying the RFQ/Agreement.
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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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**Provisioning users to define their currency preferences.
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**Providing the capability to retain the original file name for any entity when uploading it, making it easier for users to identify and manage them.
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**Allowing copy team role mapping by copying team from the contract request, agreement or amendment to its association capturing the rule condition based on which a user has been added to the team.  
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**Providing Administrators the ability to pin the necessary saved searches for external user or suppliers.
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**Enhancing the document comparison capability to view and download the redlined document of the selected agreement versions.
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**Extending support of multiple rulesets for event rules, for any entity, per event.
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**Allowing swapping of the primary clause with its alternate clause, and enabling users to clearly identify the first version of an agreement in the Clause Comparison Report.  
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**Alerting users about the modifications identified in the association files assembled in the document.
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**Enhancing KPI Reports’ performance, and deprecating the CLM Activity and Cycle Time reports.  
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*'''Enhancements to ICM API 2.0'''
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**Introducing a new version of the Icertis APIs that will allow business applications to interact with ICM using standard API nomenclature for agreement and associated entities. 
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*'''Enhancements to ICM Add-ins'''
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**Allowing users to stay on the document for further edits or reviews while publishing occurs in the background.  
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*'''Enhancements to Artificial Intelligence Applications'''
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**Introducing eDiscovery to derive critical insights by analyzing legacy contracts.
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**Introducing RiskAI based on automatic extraction of clauses and attributes through the in-built discovery model. The model has been extended to discover IT services industry specific attributes and clauses.
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**Improved accuracy of AI models by incorporating user action feedback when the user is interacting with the attribute discovery in DiscoverAI and NegotiateAI apps.  
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**Identifying important terms in contracts (contract highlights) using AI for different personas like legal, CxOs, finance, etc.
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**Extending the discovery support to URL datatype attributes; supporting multi-choice attributes and multi-choice lookup datatypes on the Attributes Discovery page, in both - DiscoverAI''and NegotiateAI apps.  
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**Introducing NLP-based search query for agreement entities. 
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*'''Enhancements to Reports'''
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**Introducing the Obligations Management Reports on the Reports tile in ICM. These out-of-the box reports include the Obligations Dashboard Report that provides information of the Fulfilments due in the next 30 days, Fulfilments overdue by the owner, and the OMH – Obligation Management Health Report that provides an overall view of fulfillment compliance. 
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*'''Improving the Icertis Experience '''
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**Building the Secure File Transfer Protocol (SFTP) adapter as an automated solution to load masterdata once extracted from source of truth via SFTP which facilitates file access, file transfer and file management over a Secure Shell (SSH) data stream.&nbsp;
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**Building the Azure Service Bus (ASB) adapter, which is an automated solution to load and update master as well as transaction data once extracted from the source of truth via ASB using JSON payloads.
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**Integrating with DNCM’s (Daimler) enterprise Identity Provider (IdP) called GAS (Daimler Global Authentication System) via Open ID Connect protocol to provision the sub-roles or create new approver sub-roles.  
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**Allowing Salesforce users to take actions such as - Download, Assemble Contract and Send for Approval directly from the Action column of the contract index page grid, without opening the agreement record.  
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**Enhancing the SFDC experience by providing users the ability to search for contracts or contract requests from a common page depending on the selection criteria.
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**Providing the Reports tile within Salesforce so that users can view and execute custom and default reports, thus simplifying tasks and improving productivity.
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**Improving the ICM Experience for MS Dynamics interface, thus providing a seamless user experience across various form factors, simplifying the user administration experience, increasing the deal velocity and reducing the deal cycle time.   
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*'''Introducing ICM Platform Tools'''  
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**Introducing the Configuration Key tool so that a logged in user (who has access to Azure subscription) can search and update configuration keys as required reducing the dependency on the Engineering and DevOps teams.
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**Releasing a Translations Editor tool that contains all strings that are localized so that users can now download all keys and their localization values as an Excel file, modify multiple values and upload the modified changes to ICM.
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**Enhancing the ICM Health Check page to cover additional parameters that help identify potential outages and diagnose issues, and provide information on the performance of the ICM instance, its overall health, as well as its usefulness to users.
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**Improving the Search Sync capability so that users can now check the value stored in Elastic Search for a specified key using the key name, thus eliminating the need to sync the SysId several times to verify if it is the latest one.  
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These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements and known issues for the release in this document. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.
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&nbsp;
  
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== Icertis Business Applications ==
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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;">448830&nbsp;– Integrating ObligationAI with Obligation Management app&nbsp;</span>'''
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&nbsp;
  
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Discovering obligations is the critical step to start Obligation Management lifecycle. As there are hundreds of obligations in an agreement, manually having to discover, triage, and create Obligations is an exhaustive process.
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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
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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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**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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**Announcing deprecated APIs and their provisioned alternatives. &nbsp; 
  
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With this release, users can now track and manage Obligations for a given agreement using Obligation AI and Obligation Management (OM) for a seamless experience. The interconnected flow of AI with OM is aiming to solve the Legal persona’s job to triage, discover, and create obligations. With this feature, ICM provides a cohesive experience for setting up obligations. This helps in yielding contract compliance and reducing the risks involved in managing contracts which primarily leads to:
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&nbsp;
  
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*Reducing time and efforts to discover and create obligations.  
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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
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*Using ICM’s human in loop model of consuming AI such that relevance of discovery becomes better over the time.  
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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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*Scaling out the job of obligation discovery such that newer/junior members can effectively perform Obligation Management.  
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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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The default configuration is Obligation AI and Obligation Management as a combined one, and you can also configure them individually as Obligation AI, or Obligation Management. The image describes the typical workflow of Obligation Management covering all phases of OM lifecycle. The red box in the image illustrates the cohesive experience of triaging and creating Obligations.
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<div class="image-green-border">[[File:7.11 Release Notes 01.png|720px|7.11 Release Notes 01.png]]</div> <div class="image-green-border">&nbsp;</div>
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'''<span style="color:#008000;">508359&nbsp;– Multi-app testing (Sourcing, Obligation Management) configured and running in the same environment</span>'''
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With the introduction of business applications - Sourcing, AI, Obligation Management earlier, there was a demand for supporting these apps with ICM from both - existing and new customers. ICM has thus made platform changes such that the build, deploy, and run time execution systems have been rehauled such that, multiple applications can now co-exist on any given ICM instance.
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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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With this release, we are certifying that ICM is able to support multiple business applications with reference to functionality, performance and security, to drive business compliance.
 
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<div class="note-box">'''Note''': ICM will now support platform and business applications with same version number.</div>
 
 
&nbsp;
 
&nbsp;
  
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'''<span style="color:#008000;">545742 – Extending support of multiple rulesets for event rules</span>'''
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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>  
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**'''''Icertis Experience for Workday'''''
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***Providing users the ability to create associations using purchase order and invoice entity data. 
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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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Previously, ICM users could create multiple rulesets for approval rules, template selection rules, and clause assembly rules. However, creating rulesets for event rules was not supported.
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&nbsp;
  
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Rulesets are the set of rules created for a particular event for any ICM entity. For example, you can create multiple rules in the ruleset as displayed in the image below.
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*<span style="color:#800080;">'''Enhancements to Platform Tools&nbsp;'''</span>  
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<div class="image-green-border">[[File:7.11 Release Notes 02.png|720px|7.11 Release Notes 02.png]]</div>  
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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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With this release, an Administrator can now:
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*Create multiple rulesets for event rules, for any entity, per event.
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*Copy event rules to target entity. However, a new rule is created for the target entity that does not override the existing one, if any. The name of the ruleset remains unique throughout the system.
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For example, you can create multiple rulesets for event rules for any entity as displayed in the image below. When multiple event rules are defined, ICM ensures all event rules are executed.
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>
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<div class="image-green-border">[[File:7.11 Release Notes 03.png|720px|7.11 Release Notes 03.png]]</div>
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**Sourcing
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The ''Stop Processing More Rules ''option when selected as ''Yes ''allows users to stop evaluating the rules within the ruleset.
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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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'''<span style="color:#008000;">545763 – Non-editable seeded business rules</span>'''
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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>  
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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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Previously, business rules were seeded as part of the Obligation Management app to ensure its smooth functioning. Making business rules editable by other users could result in workflow errors.
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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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With this release, these business rules that are critical to the flow of the application are now locked by the service users when deploying the Obligation Management application. This prevents other users to unlock, edit and modify these rules, thus ensuring a smooth workflow.
 
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<div class="note-box">'''Note''': Even if the rulesets are locked, you can create new rulesets for event rules.</div>
 
 
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<div class="image-green-border">&nbsp;[[File:7.11 Release Notes 04.png|720px|7.11 Release Notes 04.png]]</div>
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== ICM Application Enhancements ==
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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;">532684 – Navigation Enhancements</span>'''
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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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Earlier, the ICM user interface was tile-based. Each time a user had to navigate from one page to another, it required multiple clicks or going back to the Dashboard page when using level1 functionalities.
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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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With this release, the ICM user interface has been considerably improved so that the user can navigate between pages (from any sub menu to any other menu item) by just one-click. This significantly enhances the user experience as it reduces the number of clicks, improves usability in navigation in addition to decreasing the load times, as it reduces round trips to the server.
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'''Note:'''
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
  
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*Users can now navigate from any page in ICM to any other page, thus eliminating the need for multiple page loads.
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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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*No training is required for user adoption as it maintains the same classic tile menu.  
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*All color/theme preferences can be applied.
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*Works on tablets on tap which requires handling and QA.
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*Supported on all standard ICM supported browsers, resolution and devices.  
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*All user permission and access privileges continue to be supported.
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*The entire menu is configurable. Adding or removing any menu or sub-menu option can be done through database configurations, thus reducing code level customizations.
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<div class="image-green-border">[[File:7.11 Release Notes 05.png|720px|7.11 Release Notes 05.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 Release Notes 06.png|720px|7.11 Release Notes 06.png]]</div> <div class="image-green-border">&nbsp;</div>
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'''<span style="color:#008000;">546019 – ICM Dashboard Enhancements</span>'''
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The existing ICM dashboard is tile-based and displays only numerical data. A new layout has now been designed which allows users to switch to a widget-based dashboard layout in view of providing a comprehensive look of business information on the ''Home'' page. This has improved the user experience and usability especially around complex navigation and performing multiple clicks to achieve a seemingly simple task. Users are now able to view recent activities, saved search, notifications upfront on the dashboard, in addition to their list of tasks and KPIs/reports.
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<div class="image-green-border">[[File:7.11 Release Notes 07.png|720px|7.11 Release Notes 07.png]]</div>
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The widget-based dashboard offers the following widgets:
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*'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs.  
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*'''My Tasks:''' displays a list of tasks assigned to the user. The total number of tasks is displayed at the top of the widget, followed by the task link and the date on which each task was received.  
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*'''Notification:''' displays the notifications in the descending order of the date and time in which they have been received. Clicking the notification navigates the user to the ''Notifications'' page.
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*'''My Recent Activities:''' displays a list of the latest activities performed by the user on agreements, contract requests and clauses. The activities are displayed in the descending order (latest first, oldest last).
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*'''Saved Search:''' displays the searches saved on the ''Search'' page.  
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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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'''<span style="color:#008000;">519472 – Introducing the Pre-Publish Checker Tool</span>'''&nbsp;
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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
  
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In ICM, when a contract type is published, agreements are created that move from the ''Draft'' state to the ''Approved'' state and finally to the ''Published'' state. The ''IsPublished'' flag indicates the state of the contract type.
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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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Publishing the entity is a complex process and ICM remains unavailable for use during this time. Hence, downtime is required for any publishing activity. Several times the publishing process itself fails resulting in extended downtime causing delays in configurations in addition to the loss of productivity.
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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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ICM has now introduced a Pre-Publish Checker tool within the publishing process that will analyze the configuration status of contract types, APIs and running services along with infra sizing. The tool guides configurators whether publishing must be initiated or not, by listing the checkpoints regarding the failure information, instead of downtime about the corrections needed. This allows users to take appropriate actions when Publish is not possible.
 
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The Pre-Publish tool performs basic checks for publishing contract types. The checklist includes a comprehensive list of 20 checks which may cause publish process to fail. This Pre-Publish check will help reduce instance downtime due to Publish related errors.
 
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Administrators can now:
 
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*View the pre-publish checklist items in case of failures.
 
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*View the checklist items status and its corresponding evaluations on why publish must not be continued.
 
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*View database information - SLO (Service Level Objectives) of database.
 
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<div class="note-box">'''Note''': If no errors are identified, publish process continues normally.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 Release Notes 08.png|720px|7.11 Release Notes 08.png]]</div>
 
 
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'''<span style="color:#008000;">541970 –&nbsp;Assembly of associated documents into the main agreement based on a defined order</span>'''
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'''<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>  
−
ICM now enables users to define the format for assembly of associations tagged as a Table or File in the main agreement using saved search.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 09.png|720px|7.11 Release Notes 09.png]]</div>  
+
−
Users can create saved search of the desired association, using the capabilities of Search to Filter, Order, and Select the columns and their sequence, to be rendered in the final output. This saved search can be used along with the tagged association to assemble associations as desired using ICM Experience for Word.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 10.png|720px|7.11 Release Notes 10.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If saved search is not configured or not tagged along with the association, ICM behaves as-is.</div>  
+
 
&nbsp;
 
&nbsp;
−
<div class="image-green-border">[[File:7.11 Release Notes 11.png|720px|7.11 Release Notes 11.png]]</div> <div class="image-green-border">&nbsp;</div>
 
−
'''<span style="color:#008000;">476165 – PToP tool enhancements</span>'''
 
  
−
The beta version of the Promote To Production (PToP) tool was enabled in release 7.10. This functionality, provided to administrators, could promote ICM configurations/modifications that were made to ICM configurations in pre-production environments to production environments.
+
<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
  
−
With this release, the following enhancements have been made for:
+
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:
−
 
+
−
*Vulnerability and Penetration Testing (VAPT) fixes.
+
−
*Testing open bugs in PToP engine.  
+
−
*Some new validations in the PToP engine.  
+
−
*Better user interface to provide support to PToP and DevOps teams.  
+
  
 +
*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;
 
&nbsp;
  
−
'''<span style="color:#008000;">541976 – Ability to configure and apply multiple filters while referring value from master records</span>'''
+
<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
  
−
Earlier, ICM provided the capability of filtering records on the basis of a single attribute using cascading.
+
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;
  
−
The capability has been further enhanced so that users can now apply multiple filters while referencing values from any master records. This provides users the flexibility to predefine filters or apply them based on any other attribute values that the user keys in.
+
<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;
  
−
Users can now:
+
<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
  
−
*Define UI based configuration for multiple static and dynamic filters for the referred masterdata.
+
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;
−
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined configured static filters, while working with agreements/amendments.
+
−
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined dynamic filters as the user keys in the values for the selected attributes marked as filters, while working with agreements/amendments.  
+
−
<div class="image-green-border">[[File:7.11 Release Notes 12.png|720px|7.11 Release Notes 12.png]]</div> <div class="image-green-border">&nbsp;</div>  
+
−
'''<span style="color:#008000;">541980 – Ability to have flexible contract type extensions</span>'''
+
  
−
Previously, for any agreement or associated document, attributes were fixed and defined during the contract type configuration. However, users often have the requirement to define or select the attributes when they are creating the agreement or an associated document instance.
+
*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.  
  
−
For line items, the attributes are required to be defined based on type of line item. For example, the attributes for “wheel” and “pen refills” are different. These can be defined by the users at the time of line items creation.
+
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.
  
−
With this release, ICM provides the flexibility to use attributes of masterdata as extensions to any agreement or associated document. These extended attributes can be selected and added when user is actually creating the instance. This considerably improves usability and simplifies the process for users who deal hundreds of items and need to have multiple configurations.
+
&nbsp;
  
−
Users now:
+
<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
−
*Can create rules to attach masterdata attributes (single or multiple) to your associated documents and agreements based on certain conditions.
+
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;
−
*Have flexibility to select (add or remove) and use any masterdata attributes as extensions at the time of agreements/associated documents creation.<br/> &nbsp;  
+
  
−
'''<span style="color:#008000;">541975 – Ability to create multiple agreements from a single agreement</span>'''
+
*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>
  
−
With this release, ICM has improved usability and considerably simplified the process of authoring, allowing the contract author to create multiple agreements from a single agreement with the provision of copying associations and attributes as required.
+
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:
  
−
Users now:
+
*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;
  
−
*Have complete flexibility at configuration level to define the applicable contract type, decision attribute, compute attribute for bulk agreement creation.
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
−
*Have the option of bulk agreement creation in the model agreement based on the above configuration with provision to define unique batch Id for all the agreements created using a single model agreement.
+
−
*Can access model agreements only through technically configured Admin saved search. &nbsp;
+
  
 +
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;
 
&nbsp;
  
−
'''<span style="color:#008000;">541982 – Ability to support approver sub-roles</span>'''
+
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
  
−
With this release, ICM is providing the ability to define sub-roles for the Approver role. This flexibility enables all the capabilities of the Approver for the users at the sub-role level. For example, you can now set different type of approvers for an agreement based on functions such as Legal Approver, Finance Approver, and so on.&nbsp;
+
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:
  
−
&nbsp;
+
*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.
  
−
'''<span style="color:#008000;">541979 – Ability to filter agreements available for inheritance</span>'''
 
−
 
−
With this release, ICM provides the capability to configure multiple mandatory and non-mandatory filters at contract type level for inheritance by which agreements can be filtered. This improves usability and reduces the overall effort, making it easier to find the desired agreement.
 
−
<div class="image-green-border">[[File:7.11 Release Notes 13.png|720px|7.11 Release Notes 13.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">549081 – Availability of contract type description during contract type instance creation</span>'''
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
ICM has now included the ''Contract Type Description ''field when creating Agreements, Amendments, Associated Documents, Masterdata or Contract Requests. This facilitates users to select the desired contract type.&nbsp;&nbsp;
+
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.
−
<div class="image-green-border">[[File:7.11 Release Notes 14.png|720px|7.11 Release Notes 14.png]]</div> <div class="image-green-border">&nbsp;</div>  
+
−
'''<span style="color:#008000;">551098/551099/551100 – Enhancements when copying agreements</span>'''
+
  
−
ICM has improved the usability when copying agreements by allowing the users to:
 
−
 
−
*Exclude associated documents from getting copied.
 
−
*Exclude the attributes of selected associated documents.
 
−
*Select and copy Commitments.&nbsp;
 
−
*Exclude the attributes of selected Commitments.
 
−
<div class="image-green-border">[[File:7.11 Release Notes 15.png|720px|7.11 Release Notes 15.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">551101 – Ability to configure role for commitment when adding user to the team</span>'''
+
<span style="color:#800080;">'''693051 – Displaying Microsoft Word comments along with clause text for rule-based clauses in an agreement'''</span>
−
 
+
<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>
−
Previously, when creating commitments, business owners were added to the agreement team as ''Contributors''. It is now possible to configure the role in which business owners of the commitment should be added to the agreement team (for example, ''Secondary Owner'', ''Observer'', etc.).
+
*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.&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 ==
  
 +
<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;
 
&nbsp;
  
−
'''<span style="color:#008000;">466694 – Ability to configure reminder notifications on entities</span>'''
+
== ICI API Enhancement Details&nbsp; ==
  
−
Earlier, ICM did not have Out-of-the-Box (OOTB) support for the reminder notifications in the core platform. Reminder notifications had to be customized based on each customer’s requirements.
+
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
To simplify the process, ICM now provides the ability to send the entity-wise reminders using a Reminder Notification Template to cater to wider requirements in the domain of Contract Management, Sourcing, and other Business Apps (Obligation Management and Supplier lifecycle).
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
−
 
+
−
The reminders can be set up based on a recurring or One-time pattern (Minute(s), Hour(s), Day(s), week(s), month(s), year(s)). This has enhanced productivity, user experience in addition to reducing efforts of technical configuration for task reminders.
+
−
 
+
−
Users can now:
+
−
 
+
−
*Set reminder notification for agreements, amendments and associations.
+
−
*Configure a template for reminder notification.
+
−
*Set the reminder notification based on Event Rule.
+
−
*Set reminders based on two types of recurrences – ''Set One Time Reminder'' and ''Set Recurrence Reminder'', which will get triggered once or multiple times respectively, based on the interval frequency.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 16.png|720px|7.11 Release Notes 16.png]]</div>
+
−
&nbsp;
+
  
−
'''<span style="color:#008000;">551103 – Auto-populating the currency when creating entities</span>'''
+
*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;
  
−
Earlier, currency preferences were defined at the contract type level and users had to manually change it based on their requirements. Now, users can define their preferred currency (for example, USD) using the&nbsp;''Preferred Currency'' option in ''My Preferences''. Based on the user preference, the selected currency will be auto-populated for any Currency attribute.
 
−
<div class="image-green-border">[[File:7.11 Release Notes 17.png|720px|7.11 Release Notes 17.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">551104 – Ability to retain original filename of uploaded files</span>'''
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
  
−
Earlier, when downloading a file in ICM, the original file name was not retained, and the file name was changed as per the naming convention defined in ICM.
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
  
−
The usability has now been improved so that users can now retain the original file name for any entity when uploading it to ICM, making it easier for users to identify and manage them. This is applicable to agreements, amendments, associations, and file attributes in agreements/associations.
+
*Contract Request&nbsp;
−
<div class="image-green-border">[[File:7.11 Release Notes 18.png|720px|7.11 Release Notes 18.png]]</div> <div class="image-green-border">&nbsp;</div>
+
*Agreement&nbsp;  
−
'''<span style="color:#008000;">560477 – Automatic update of entity count on navigation pane without refresh</span>'''
+
*Masterdata&nbsp;  
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
ICM now automatically updates the count for entities (such as ''Association'', ''Commitment'', etc.) at the execution of an event on the left navigation pane of the ''Details'' page. This improves the user experience as the page is no longer refreshed and the workflow continues smoothly.
+
'''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;
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">488574 &nbsp;– Replace primary clauses with alternate clauses from Clause Comparison Report</span>'''
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
  
−
Earlier, ICM users could only replace clause text and language by using Word Add-ins (Icertis Experience for Word (.JS) or .Net). This was achieved by substituting the clause's text or language by the stored alternate clause.
+
For customers with thousands of records in their database, the filtering capability has been enhanced to include time frame and security groups. GetUsers API response now features “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied on them for improved retrieval of data.
  
−
With this release, ICM allows replacing the clause text with the alternate clause text from ICM itself. This is accomplished using ''Compare Clause Changes with Previous Document Version'' icon available on the agreement ''Details'' page. For any particular primary clause, users can view the list of alternate clauses by clicking the ''Select Alternate Clause'' link and select the alternate clause to swap it with the selected primary clause. This ''Compare Changes with Previous Document Version'' window gives users the additional flexibility to preview the ''Previous Text'' and the ''Current Text ''of clauses.
+
&nbsp;
  
−
Users can:
+
=== API Deprecation Details ===
  
−
*View the ''Select Alternate Clause'' link in the Clause Comparison Report.  
+
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.
−
*Replace a non-mandatory clause.  
+
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>
−
*Track clause changes (primary clause replaced with alternate clause) through the ''Versions'' and the ''History'' tabs.  
+
&nbsp;
−
*View agreement preview with a replaced alternate clause.  
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">488577 – Document upload validation shows the changes in associations tagged as file(s)</span>'''
+
== AI Applications Enhancement&nbsp;Details ==
  
−
In ICM, associations tagged as a file in a template are added to the agreement by document assembly. During the redlining process, users may modify the agreement and make changes in the associations. Earlier, at the time of uploading a new version of the agreement, the user was notified of the changes detected in Associations tagged as a table.
+
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
  
−
With this release, ICM alerts the user and presents a summary of any text that is added, removed or modified in association(s) tagged as file(s).&nbsp;
+
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.
  
−
The following actions take place as soon as a new agreement version is uploaded:
+
With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;
  
−
*The version being uploaded is compared with the latest version available in ICM.
+
With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.
−
*A window is displayed alerting the changes made in associations.  
+
  
−
'''Note''': The user can view the changes in association by clicking the ''View all modifications'' button for a published agreement in Icertis Experience for Word. The user may also download a comparison between the previous version of the agreement and the version being uploaded. This downloaded document would highlight the modifications identified.&nbsp;
+
Users can now:
−
<div class="image-green-border">[[File:7.11 Release Notes 19.png|720px|7.11 Release Notes 19.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
'''<span style="color:#008000;">535845 – Ability to identify the first version of an agreement in the Clause Comparison Report</span>'''
+
  
−
Earlier in ICM, if there was only one version of the agreement, the ''Clause Comparison Report'' would display a ''No changes found'' message. This message was misleading to the users as it suggested that no clauses were changed, instead of conveying that only one version of the agreement has been created and hence there is no clause comparison.
+
'''1. Define own AI Model – &nbsp;'''
  
−
This has now been rectified by leaving the ''Previous Text'' box blank and displaying the actual clauses that are available in the agreement in the ''Current Text'' box. This clearly indicates to the user that only a single version of the agreement is currently available.
+
*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.
−
<div class="image-green-border">[[File:7.11 Release Notes 20.png|720px|7.11 Release Notes 20.png]]</div> <div class="image-green-border">&nbsp;</div>  
+
*Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model.&nbsp;
−
'''<span style="color:#008000;">467201 – Ability to copy team role from contract request, agreement, and amendment to its association</span>'''
+
*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>
  
−
Previously, in ICM when approvers were added to the contract request, agreement and amendment, they would get ''Manage'' Privilege to the respective entity, but ''None'' Privilege on the supporting document (Association entity) as they were not part of the team. Hence, these entities with supporting documents were sent out for approval without the approvers having the rights to make any changes to the associated documents.
+
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.
  
−
ICM has now introduced the capability to copy the role-based team members while creating associations, so that the users have the privileges for associated documents as they do for the parent entities. This is achieved by configuring contract types.
+
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
  
−
Users can now:
 
−
 
−
*Copy the entire team of the entity (''Contract Request, Agreement, Amendmen''t) to its defined Association entity on a specific role (such as ''Observer)''.
 
−
*Copy an individual team member from a particular role of the entity (''Contract Request, Agreement, Amendment'') to its defined Association entity for any specific role (such as ''Secondary Owner, Contributor, Observer, Contract Admin'').
 
−
*Copy the entire team from the entity (''Contract Request, Agreement, Amendment'') to the association on predefined event.
 
−
*Get an Audit log while copying the team from the agreement to its respective association.
 
−
<div class="image-green-border">[[File:7.11 Release Notes 21.png|720px|7.11 Release Notes 21.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">560209 – User inclusion condition visibility in team</span>'''
+
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
  
−
Previously, the ''Teams'' tab for an agreement displayed columns with details for each user within a team such as ''Team Role, Step Number'', and so on. Now, a new column with the header ''By Rule'' has been added which indicates if the user has been added using a rule condition.
+
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
−
<div class="image-green-border">[[File:7.11 Release Notes 22.png|720px|7.11 Release Notes 22.png]]</div>
+
−
If a user has been added by a rule, the value ''Yes'' is displayed in the column with a hyperlink. Clicking the hyperlink displays a window specifying the rule condition with which the user has been added to the team. For example, ''John has been added if Created Date Is After February 12, 2020.'' The value ''No'' is displayed in this column if a user has not been added by a rule or if the user is added through an event rule.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 23.png|720px|7.11 Release Notes 23.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
'''<span style="color:#008000;">560216 – Generate a redline version for document comparison</span>'''
+
  
−
Previously, in ICM, users could view the changes made between two agreement versions side-by-side through the ''Document Comparison'' option. With this release, instead of the side-by-side view, the ''Document Comparison'' capability has been enhanced with an option to view and download the redlined document of the selected agreement versions, highlighting the changes in Microsoft Word format.
+
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.
−
<div class="image-green-border">[[File:7.11 Release Notes 24.png|720px|7.11 Release Notes 24.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
'''<span style="color:#008000;">560728 – Global favorites – supplier view</span>'''
+
  
−
Previously, ICM users created favorites for specific users as per domain or organizational group, however, these favorites were not accessible to all users in the domain.
+
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.
  
−
ICM Administrators can now set default favorites for all the users in the domain.&nbsp; They will be able to pin the necessary saved searches for external users/suppliers (who do not have access to saved searches) so that they can easily find actions and even view the filtered lists.
+
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
  
−
Administrators can now:
+
&nbsp;
  
−
*Mark the global search as a global favorite so that all users can view the global favorites
+
== Reports Enhancement Details ==
−
*Display the global favorites in the respective entities for easy navigation to exact action or list
+
−
*Reorder the global favorites as per entity so that the desired order can be published for the user
+
−
*Configure maximum 4 favorites per entity
+
  
−
'''Note''':
+
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
  
−
*Users cannot set the Administrator default favorites. However, users can un-pin the global favorites.
+
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.
−
*When users pin the searches along with global favorites, they won’t get any more updates on global favorites.&nbsp;
+
−
*Global favorites apply to agreements only.
+
−
*A maximum of 4 global favorites are displayed to the user based on the permissions for those security groups.  
+
  
−
&nbsp;
+
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
  
−
'''<span style="color:#008000;">589531/591634 – Enhancement of KPI reports performance</span>'''
+
*Agreements Pending Approval Report
 +
*Agreements Pending Execution Report
 +
*Expired Agreements Report
 +
*Expiring Agreements Report
 +
*Signature Type Report
 +
*User Login Report
  
−
Previously, additional reports such as ''Cycle Time Report'', ''Template Clause Report'', ''Expired Agreements'', ''Approved Requests Waiting'' ''for Contract Creation'', ''Signature Type Report'', ''User Login Report'' and ''CLM Activity Report'' were available to the user as dashboard KPIs.
+
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.
−
 
+
−
With this release, the ''CLM Activity Report'' and ''Cycle Time Report'' have been deprecated, thereby improving ICM performance considerably.
+
  
 
&nbsp;
 
&nbsp;
  
−
== ICM API Enhancements&nbsp; ==
+
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
−
<div class="image-green-border">
+
−
'''<span style="color:#008000;">541856 – API 2.0 Implementation</span>'''
+
  
−
With this release, a new version of the Icertis APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for agreement and associated entities.
+
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;
  
−
The highlights include:
+
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;
  
−
*Supporting Resume workflow action to perform additional activities such as Send for External Review, Upload Signed Copy
+
With the introduction of the new backend script, ICI now allows:
−
*Caching strategy
+
−
*Swagger documentation
+
−
*Security review
+
−
*Multi-tenancy
+
−
*Error message localization
+
−
*Designing Masterdata endpoints similar to agreements endpoints
+
−
*Embedding internal associations of agreements (such as Clauses, Version, Deviations, Teams) in agreement response; support, create, update and get internal association from agreement
+
−
*API Gateway capabilities such as throttling and metering
+
  
−
The list for API 2.0 include the following endpoints for creating an Agreement, Masterdata and Contract Request, whichever applicable:
+
*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.  
−
*'''Get the instance:''' used to get an empty instance of an entity.  
+
<div class="note-box">'''Note''': This applies to ICI out-of-the-box attributes as well as customer-specific attributes.</div>  
−
*'''Create Instance:''' used to create an instance record of an entity. There could be additional parameters which could specify actions such as Create, Create and Publish, Create and Send for Approval.
+
−
*'''Update Instance:''' used to update an instance record of an entity. There could be additional parameters which could specify actions such as Update Metadata, Upload Document or Update Instance.
+
−
*'''Save the Document:''' used to upload a document.  
+
−
*'''Trigger Actions:''' used to trigger workflow actions; different actions will be part of additional parameters such as Send for Approval, Signature, Approve, Reject, Recall, Publish, etc.
+
−
*'''Get Instance:''' used to get the instance of an entity.
+
−
*'''Get Instances:''' used to get the instance of an entity in bulk. The search condition could be a post parameter.
+
−
*'''Add Team Member:''' used to add a team member to an instance.
+
−
*'''Remove Team Member:''' used to remove a team member from an instance.
+
−
</div>  
+
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to ICM Add-ins&nbsp; ==
+
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
−
<div class="image-green-border">
+
−
'''<span style="color:#008000;">515446 – Word Add-In (.Net) should not close once the contract is published</span>'''
+
  
−
Previously, when a user tried to publish an agreement document, Word Add-in (.Net) would notify the users that the document would be saved and closed. This behavior forced the user to select ''OK'' if they wanted to publish the document. However, this action would close the document before publishing it.
+
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.
  
−
With this release, once the document gets published, a validation window is displayed giving the user the choice to open the published document. Hence, the user does not need to download the new version to view the published document. The user can now stay on the document and make further edits or reviews, as required, while publish function occurs in the background.
+
Localization has now been enabled for the following attributes:
−
</div> <div class="image-green-border">[[File:7.11 Release Notes 25.png|720px|7.11 Release Notes 25.png]]</div>
+
−
&nbsp;
+
  
−
== Enhancements to Artificial Intelligence Applications in ICM ==
+
*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)
  
−
'''<span style="color:#008000;">510541 – eDiscovery using Artificial Intelligence</span>'''
+
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.
  
−
Legacy contract documents from the archives of companies contain a host of unstructured but valuable information. From a CLM platform perspective, this information can be categorized and structured into attributes, clauses, agreements, etc. With this release, ICM introduces a framework using Artificial Intelligence (AI) to automatically identify and analyze clauses in the legacy contract. This will help contract owners to leverage existing documented clauses and derive insights from them.
+
&nbsp;
−
 
+
−
With eDiscovery using AI:
+
−
 
+
−
*ICM can automatically confirm certain discovered clauses, so that users do not have to confirm them manually.
+
−
*Auto-confirmed clauses can be searched in the same way as any other agreement clauses.
+
−
*Contract owners can distinguish between automatically confirmed clauses and those that have been manually confirmed. This helps contract owners to treat automatically confirmed clauses with extra precaution as compared to standard clauses.
+
−
*Configurators can now specify list of clauses by the agreement contract types which should be discovered and confirmed automatically.
+
−
*While auto confirming, ICM compares the discovered clause text with the clauses in the clause library. If the clause text matches more than a threshold value (say 70%) with a clause in the clause library, then the discovered clause is identified as one from the clause library. If the match percentage is lesser than the threshold, then clause is identified as one of the standard ICM AI clause category.
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">510549 – Inbuilt discovery of attributes and clauses in IT services vertical</span>'''
+
== Integration Enhancement Details ==
  
−
The nature of business for companies providing IT services is such that more than 80% of their contracts would be drafted using third party paper. As of now, such IT firms deploy large teams to extract important clauses and attributes in these third party contracts in order to track the contractual obligations, risks, rebates, discounts, etc. It is a time consuming and error-prone process. Hence, companies need a system which will extract these clauses and attributes automatically.
+
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
  
−
''RiskAI'' is a major application of inbuilt discovery of such attributes and clauses, using which a risk score can now be computed for a given agreement. ''DiscoverAI'' will set a value of an attribute if a specific clause is found in the agreement. A rule can further be written to assign a risk score in either case if the clause is present or absent in the agreement.
+
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;
  
−
With this release, in addition to the generic discovery model:
+
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
−
 
+
−
*The ICM configurator can deploy a discovery model specific to the IT service industry, so that users can discover attributes and clauses specific to that industry.
+
−
**'''Attributes: '''''LiabilityType'', ''ComplianceType''
+
−
**'''Clauses''': ''Deemed Acceptance, Acceptance Criteria, Rejection Remedy, Cost of Living Adjustments, Most Favored Customer, Use of Third Party Software, Exclusivity, Subcontract, Technology Escrow, Governance Schedules, Termination Assistance, Change Control, Non Circumvention'', ''Rebates and discounts, Fixed Liability, No Liability ''and''Uncapped'' 
+
−
*Contract negotiators can use ICM to discover attributes and clauses using a pre-trained model, so that they do not have to identify them manually,
+
−
*Contract negotiators can identify if a specific clause is included in the document or not, so that they can initiate an approval workflow to take care of compliance.
+
−
*The value of the contract can now be driven based on the presence or absence of the specified clause, and this can further be used for calculating the risk score.  
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">510545 – Automating retraining of AI models based on user action feedback</span>'''
+
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
  
−
Continuous learning and improvement based on user feedback is what differentiates AI/ML apps. The recall and precision of AI apps improves as it learns from a variety of documents.
+
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
−
 
+
−
While user feedback is heavily incorporated in the initial phase of model training, this model has now been retrained to incorporate changes based on user interactions. It has been further enhanced to incorporate user interactions with the attribute discovery on the Web UI as well as ''NegotiateAI'' and the feedback will be used to suggest precise default options on the attributes for subsequent discoveries.
+
−
 
+
−
With this release, the actions taken by contract negotiators to correct recommendations for discovered attributes like selecting different option than the default option suggested by the algorithm, or selecting an altogether different value if none of the options suggested by algorithm match the expectation, would be automatically learned by the model. When a document with same language or similar language is processed next time, then the model will suggest the learned value as a default option to the users so that they do not have to enter it manually again.
+
−
 
+
−
&nbsp;
+
  
−
'''<span style="color:#008000;">465906 – Contract highlights</span>'''
+
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.
  
−
Whenever contracts are sent to CXOs, legal or finance teams for their approval or signatures, they are interested to know if a certain language is present or absent in the contract. This helps them to understand the nuances of the contracts, viewpoints of various stakeholders, etc. and they can quickly take an informed decision.
+
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:
  
−
With this release,
+
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;
  
−
*The ''DiscoverAI'' model can find the terms in documents and highlight them for business decision makers. Configurators can now specify the important words by the business so that the ''DiscoverAI'' model can find matching as well as similar terms in documents and highlight them for the intended audience.
+
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
−
*In case no phrases are specified, then ICM will identify the important sections in the contract based on learnings from historical data. The identified sections will also be ranked in order of importance.
+
−
*A configurator can also specify the maximum number of highlights to be extracted from the agreements. The AI algorithm would rank the findings and present only the top ranked highlights to the user.
+
−
*Configurators can configure the event to generate the contract highlight, for example agreement updated, etc. Using this configuration, when the specified event occurs, ICM will identify the important sections of the contract based on historical data and phrases specified by the configurator.  
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">539481 – DiscoveryAI / NegotiateAI support for multi-select attributes</span>'''
+
<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
  
−
''DiscoverAI&nbsp;''helps contract negotiators to discover attributes and clauses in the agreement document. The discovered attributes are mapped to respective datatypes. Previously, ICM supported string, number, date, choice, boolean, text, lookup percentage and currency type attributes.
+
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;
  
−
With this release, ICM has extended the discovery support to URL datatype attributes. ''DiscoverAI'' and ''NegotiateAI'' can now discover the URLs in contract and associate them with URL datatype attribute. Also, users now would be able to select and save multi-choice attributes as well as multi-choice lookup datatypes on the ''Attributes Discovery'' page, in both - ''DiscoverAI'' and ''NegotiateAI'' apps.
+
The signatories can view and sign these associated documents, provided the signatory tags are added.
  
−
ICM has now added an option in the discovered clauses menu of ''NegotiateAI'' to find clauses similar to discovered clauses in the ICM repository.
+
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;
 
&nbsp;
  
−
'''<span style="color:#008000;">566499 – Search as a natural language query in ICM</span>'''
+
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
  
−
The current search functionality in ICM supports dynamic faceting and keyword-based search in three modes - metadata search, document or full-text search, and combined search. It assumes some level of expertise with users when they want to filter down the results to find exact records they were looking for.
+
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.
  
−
With this release, ICM has introduced an AI enabled mode of searching the agreements. Users will be able to find the agreements in ICM by simply writing a spoken language statement. This mode allows a user to enter search terms in any form, including a statement, a question, or a simple list of keywords. In this release, the user would be leveraging this Natural Language Processing (NLP) technology for an Agreement entity on Global Search page as well as Agreement index page.
+
&nbsp;
  
−
&nbsp;It supports querying on system attributes as well as few seeded attributes like status, contract type name, effective, created, modified, expiry dates, users, roles, clauses, etc. In this mode, users can specify the additional filters in the query itself to get the required results; for example, ''MSA Agreements expiring next month, Agreements which are executed and contain a confidentiality clause, etc.'' The NLP search query results can be further filtered using the existing ICM category-based filters.
+
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
−
<div class="image-green-border">[[File:7.11 Release Notes 26.png|720px|7.11 Release Notes 26.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 Release Notes 27.png|720px|7.11 Release Notes 27.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
== Enhancements to Reports ==
+
  
−
'''<span style="color:#008000;">519281 – Out-of-the-Box Obligations Management Dashboard reports</span>'''
+
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
  
−
With the introduction of the Obligation Management app in the previous release, the need for specific reporting techniques is evident so that business executives can track and monitor obligations and fulfillments. To achieve this, the implementation teams are required to spend considerable time and effort to customize Obligation objects as per the customer requirements.
+
The enhancements have been made in the following areas:
  
−
Hence with this release, the Obligations Management Dashboard Reports have been introduced on the Reports tile in ICM. These out-of-the box reports are available to authorized users who have access to the Obligation Management app without any need for customization.
+
*Improved pagination in list views.&nbsp;
−
 
+
*Allowing agreement search in list views.  
−
The Obligation Management Reports include:
+
*Improved positioning for modal dialogs appearing within CRM.&nbsp;
−
 
+
*Improved navigation from the Create / View Contract screens to the ICI tab.  
−
*'''Obligations Dashboard Report:''' provides information of the Fulfillments due in the next 30 days and Fulfillments overdue by the owner. This enables the users to take corrective actions on time and thus mitigate any risks.  
+
*Support for UI-based entity configurations.&nbsp;
−
*'''OMH - Obligation Management Health Report:''' provides an overall view of the total Fulfillments across all agreements that are fulfilled.  
+
−
 
+
−
Access to these reports can be provided through Security Groups (similar to other reports). Only authorized users with access to Obligation Management can view the Obligation Management Dashboard reports. Even if the users are authorized to view/access a specific report, the privileges of the reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of agreements in ICM, they would not see those in the report even though they have the view privileges for the reports.
+
  
 
&nbsp;
 
&nbsp;
  
−
== Integrations ==
+
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
  
−
'''<span style="color:#008000;">467181 – Generic integration framework to support SFTP interface</span>'''&nbsp;&nbsp;
+
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;
  
−
Contract creation in ICM relies heavily upon availability of appropriate masterdata. As ICM does not own the masterdata, customers have to upload it manually. The process of extracting, transforming and loading the masterdata into ICM is cumbersome and can get very complicated depending on the source of origin. Moreover, the lack of industry standard data upload capability such as SFTP as part of platform leads to redundant coding effort for implementation teams.
+
Configurators can now:
  
−
With this release, the Secure File Transfer Protocol (SFTP) adapter has been built as an automated solution to load masterdata once extracted from source of truth via SFTP. SFTP, a secure version of File Transfer Protocol (FTP), is a network protocol which facilitates file access, file transfer, and file management over a Secure Shell (SSH) data stream.
+
*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;
  
−
This will enable Administrators to:
+
&nbsp;
  
−
*Define configuration parameters required for SFTP interface using Client App Reference and Client App Entity Mapping.
+
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
−
*Configure and run scheduled batch jobs via SFTP.
+
  
−
The execution of this integration sync task allows ICM to read the metadata definitions and execute the job successfully, which in turn will allow users to easily upload masterdata required for completing CLM process in bulk. Users will receive an error when records are not present and can generate log files for further processing.
+
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.
  
−
This enables users to:
+
Configurators can now:&nbsp;
  
−
*Create generic integration mapping in cross reference.  
+
*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.  
−
*Create generic integration mapping in client app entity mapping.  
+
*Invoke hooks for custom logic execution.&nbsp;
−
*Download masterdata template file from cross reference (based on client app entity mapping).  
+
*Specify primary owners, secondary owners and team members during entity creation or updates.  
−
*Publish masterdata template file on SFTP (based on client app entity mapping)
+
*Leverage support provided for FTP, SFTP, SSH and Azure Blob.  
−
*Create, update and delete records from masterdata tables using the input file from SFTP server.
+
−
*Receive logs/errors on SFTP.  
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">530080 – Generic integration framework to support ASB interface</span>'''&nbsp;&nbsp;
+
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
  
−
As we know that the process to extract, transform and load data into ICM is a substantial task based on the source of the origin. To simplify this, we have built the Azure Service Bus (ASB) adapter, which is an automated solution to load and update master, transaction data once extracted from the source of truth via ASB using JSON payloads.
+
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
  
−
Azure Service Bus (ASB) is a fully managed enterprise integration message broker. Data is transferred between different applications and services using messages. The ICM-ASB adapter considers the approach based on REST and OData principles that exposes a uniform, stateless interface which communicates using HTTP(S) and JSON payloads.
+
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.
  
−
Users can now:
+
&nbsp;
−
 
+
−
*Define configuration parameters for ASB interface using client app reference and client app entity mapping.
+
−
*Create and maintain latest masterdata in ICM required for contracts and contract requests via ASB interface.
+
−
*Push transaction data to third party systems via ASB interface to be able to manage ICM entities using necessary JSON payloads.
+
−
*Maintain business entities such as purchase requisitions. Purchase orders or sourcing event from procurement systems to ICM via ASB interface.
+
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">544347 – Ability to integrate ICM with Enterprise-Level Identity Providers using OpenID Connect protocol</span>'''
+
== ICI Platform Tools Enhancement Details ==
  
−
ICM is now integrated with Enterprise-Level Identity Providers (IdP) such as PingFederate for user authentication and Single Sign-On (SSO) using the OpenID Connect protocol.
+
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
  
−
This will allow users trying to access the ICM application to get authenticated using the SSO platform. Once the credentials have been validated, the user will be redirected to the ICM Dashboard and ICM will authorize the user to securely access ICM based on the authentication token from the SSO platform. Users will be able to login using different browsers and to all ICM Add-ins.
+
With this release, the Promote to Production (P2P) framework has been enhanced:
  
−
This integration implementation is flexible enough to enable connection with other identity providers that use the OpenID Connect protocol.
+
*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;
−
 
−
'''<span style="color:#008000;">467179 – SFDC experience enhancements – simplified UX - action in grid</span>'''&nbsp;&nbsp;
 
−
 
−
The Icertis Experience for Salesforce already provides the capability for Salesforce users to perform agreement-related tasks from within Salesforce.
 
−
 
−
ICM is now improving the user experience such that Salesforce users can perform their tasks more seamlessly by taking actions on agreements with fewer clicks than required earlier.
 
−
 
−
The user will now be able to view a contract record by double-clicking the row, instead of the earlier option of clicking the ''View'' hyperlink. They will be able to take ''Download, Assemble Contract'' and ''Send for Approval'' actions directly from the ''Action'' column of the Contract grid on Salesforce entity forms, without opening the agreement record. These actions will be displayed to the user based on the workflow state of the agreement.
 
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">537762 – SFDC experience enhancements – improved search functionality</span>'''
+
== Business Apps Enhancement Details ==
  
−
Previously, there were 2 separate sub-tabs, 1 each for Contracts and Contract Requests, under the ICM tab within Salesforce. The previous ''Search ''page when rendered from within an iFrame inside Salesforce, gave the user a perception that they are working outside of Salesforce application.
+
=== ICI Sourcing Application ===
  
−
With the SFDC experience enhancement, the user will have the ability to:
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
  
−
*Search for contracts or contract requests from a common page.
+
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
−
*Provide search conditions to limit their search.
+
−
*View both contract and contract request&nbsp;records as a result set, on the same page, depending on the selection criteria.
+
−
*View ICM saved searches, and refine searches based on metadata and full text.
+
  
−
&nbsp;
+
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
  
−
'''<span style="color:#008000;">537766 – Reporting capability within Salesforce</span>'''
+
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.
  
−
Icertis Experience for Salesforce already provides the capability for Salesforce users to execute contract management tasks from within Salesforce.
+
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>  
−
Now, this capability has been enhanced by allowing users to access ICM's reports within Salesforce instead of having to login to ICM to do so.
+
−
 
+
−
Providing the ''Reports'' tab within the ICM tab of Salesforce radically simplifies tasks for the users as well as increases the productivity many folds. Based on their authorization, users can view and execute ''Default'' and ''Custom'' ''Reports''.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 28.png|720px|7.11 Release Notes 28.png]]</div>  
+
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">556549 – Enabling existing adapter functionality in the new MS Dynamics unified interface</span>'''
+
=== ICI Risk Management Application ===
  
−
Microsoft has released a new unified interface for Dynamics CRM. Earlier, ICM Experience for MS Dynamics offered an iFrame based solution to embed the ICM application within MS Dynamics 365. With this release, ICM is making the iFrame fully responsive to the new unified interface, so that users have a seamless experience across various form factors.
+
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
  
 
&nbsp;
 
&nbsp;
Line 605: Line 511:
 
&nbsp;
 
&nbsp;
  
−
== ICM Platform Tools ==
+
=== ICI Obligation Management Application ===
  
−
'''<span style="color:#008000;">519481 – Introducing the ICM Tools portal</span>'''
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
  
−
With this release, ICM introduces the new ICM Tools portal for easier instance management and improved productivity. This release launches two tools—''Configuration Key'' and the ''Redis Flush'' functionality.
+
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
  
−
Earlier, the ICM platform instance configuration keys were modified by the Solutions Engineering/DevOps teams, and even minor configuration changes took considerable time. The ''Configuration Key tool'' has been introduced so that a logged in user (who has access to Azure subscription) can search and update configuration keys as required.
+
ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
  
−
Once the key values are changed, the cache is automatically updated to avoid the server restart. The tool only works for non-production environments. The production environment configuration changes are controlled by Operations team, and the tool would not be available for production environment.
+
*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;
  
−
The ''Redis Flush'' is a self-service tool which allows Administrators to flush the cache or look up a particular key for its value of ''Delete a Key''. The tool can also be used to perform Role Restart on the instances to which the user has access.
+
With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
−
<div class="image-green-border">[[File:7.11 Release Notes 29.png|720px|7.11 Release Notes 29.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
'''<span style="color:#008000;">547429 – Introducing the Translations Editor Tool</span>'''
+
  
−
The ICM platform is available in different languages and different languages label text are available&nbsp;for&nbsp;localization. However, to make any changes to the localization values, users had to reach out to the Solutions Engineering or Database teams. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.
+
Users can now:
  
−
Hence, a self-service ''Translations Editor'' tool has been introduced that contains all strings that are localized. Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICM. Once the values are updated in ICM, the caches are updated automatically to avoid the cache flush and server restart. This has significantly enhanced productivity as the turnaround time to update the Resource Key values has been eradicated.
+
*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>
  
−
Using this tool, users can now:
+
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
  
−
*Search for a specific string using the search bar and update the Resource Key value for Language and Locale.
+
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
−
*Update multiple language strings by selecting and saving the Resource Key value.
+
−
*Download and upload the localization key values using Microsoft Excel.
+
−
*View the modified values in the ICM instance immediately.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 30.png|720px|7.11 Release Notes 30.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
'''<span style="color:#008000;">519630 – Improved ICM Health Check</span>'''
+
  
−
The ICM platform hosted on Azure Cloud uses services such as Elastic Search, Redis, along with internal components such as APIs and Task services. However, no services were used to provide an insight on the application health except for the ''ICM Health Check'' page that provided regular application health checks and application monitoring to be able to detect issues before they became full-fledged outages.
+
'''Contract Type Changes'''
  
−
The ''ICM Health Check'' page has been further enhanced to cover additional parameters to help identify potential outages and diagnose issues. The health insights provide information on how well the ICM instance and its service is performing, its overall health, as well as its usefulness to users. Users will now be able to access a dashboard (without logging into ICM) that tracks application health alongside usage metrics and application crash data.
+
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:
  
−
The health statuses are classified into three categories:
+
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
  
−
*''Warning ''- indicated by a yellow warning icon
+
These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
−
*''Healthy'' -&nbsp; indicated by a green checkmark icon
+
−
*''Unhealthy'' - indicated by a red warning icon
+
  
−
The following details are displayed in the Health Check:
+
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
  
−
*'''Elastic Search Health''': displays the Status (yellow/green/red), the Elastic Search version, the Uptime, and so on.
+
[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
−
*'''Redis Cache Health''': displays the Redis version, Uptime In Days, CPU usage, Connections Received and Commands Processed, and so on.
+
−
*'''API Health''': displays the API Response Time, Status and Issues, and so on.
+
−
*'''Database Server Metrics''': displays the CPU usage percentage, User Connections, Total Server Memory, Disk Read/Write IO/Sec, and so on.
+
−
*'''IIS Server Metrics''': displays&nbsp;% 404 HTTP Response Sent,&nbsp;% 500 HTTP Response Sent, percentage of CPU utilization per process, Requests/sec, and so on.
+
−
<div class="image-green-border">[[File:7.11 Release Notes 31.png|720px|7.11 Release Notes 31.png]]</div> <div class="image-green-border">&nbsp;</div>  
+
−
'''<span style="color:#008000;">553394 – Enhancement to search sync</span>'''
+
  
−
Previously, the ''Search Sync'' task available in ICM under ''Admin Tasks'' provided the ability to sync from the database into Elastic Search (ES) for the respective instance. For this, the ''SysId'' could be provided as input CSV file or as comma separated. However, this tool did not provide the capability to check the value stored in ES for a key using the key name. Several times, users would keep syncing the ''SysId'' assuming that the data is not updated in ES.
+
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]]
  
−
With this feature, users can now get data from elastic search for a given instance’s ''SysId'', so that they can look up the value and identify whether it is the latest or if a sync is needed. If the key exists, the latest value from ES will be displayed. If the key does not exist, the system will display the error message ''Could not fetch value for provided SysId''.
+
'''Notifications'''
−
<div class="note-box">'''Note''': Data can be fetched from only one instance at a time.</div>
+
−
&nbsp;
+
  
−
== Technical Requirements for Release 7.11 ==
+
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:
  
−
The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below:
+
*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.  
  
−
[[File:7.11 Release Notes Technical Requirements 01.png|720px|7.11 Release Notes Technical Requirements 01.png]]
+
'''Default Column Search Changes'''
  
−
[[File:7.11 Release Notes Technical Requirements 02.png|720px|7.11 Release Notes Technical Requirements 02.png]]
+
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.
  
−
[[File:7.11 Release Notes Technical Requirements 03.png|720px|7.11 Release Notes Technical Requirements 03.png]]
+
Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
  
−
[[File:7.11 Release Notes Technical Requirements 04.png|720px|7.11 Release Notes Technical Requirements 04.png]]<br/> [[File:7.11 Release Notes Technical Requirements 05.png|720px|7.11 Release Notes Technical Requirements 05.png]]
+
'''Reports'''
  
−
&nbsp;
+
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
  
−
&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 ==
  
−
== Known Issues for Release 7.11 ==
+
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
  
−
'''<span style="color:#008000;">480546 – Loading issues when Require SSL set to True and Client certificates enabled as Accept</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.
−
<div class="image-green-border">When the following settings are enabled on the environment - Require SSL to True and Client certificates is enabled as Accept (instead of Ignore) in IIS for API site, office.JS Word Add-In does not load in Internet Explorer. This issue occurs when using Internet Explorer, Windows 10 version < 1903 and Office version < 16.0.11629.&nbsp;</div> <div class="image-green-border"><br/> [[File:7.11 Release Notes Known Issues 1.png|720px|7.11 Release Notes Known Issues 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: On MAC OS, this issue is not applicable.</div>
+
−
'''Workaround'''&nbsp;
+
  
−
The two workarounds available for the issue:&nbsp;<br/> It is recommended to Upgrade Windows 10 version > = 1903 and Office 365 version > = 16.0.11629 by end user.<br/> Change IIS setting For API site to SSL Settings -> Uncheck Required SSL and Client certificates to Ignore.
+
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
  
−
'''<span style="color:#008000;">579215 – Lookup filtering not working when configured on multi-select lookup string attribute</span>'''&nbsp;&nbsp;<br/> This is with reference to the new feature 541976 – Ability to configure and apply multiple filters while referring value from any master records (in ICM Application Enhancements), developed in 7.11.
+
*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.  
  
−
While defining the lookup filter, if the source and target are multi-select string lookup and dynamic filter is configured for target attribute, the filtering will not work. No values will be displayed for target attribute in drop-down as well as the lookup popup.
+
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.
  
−
'''Workaround'''
+
*'''Self-Serve Tools''': Updated to the 7.16 release.
  
−
Currently, there is no workaround for this defect. However, it has been found that there is no strong business use case yet that required such configuration.
+
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.
  
−
<br/> '''<span style="color:#008000;">589456 – In agreement Versions tab, Content Control Difference panel not displaying the association-updated record if association document is created/modified under peer association</span>'''&nbsp;&nbsp;
+
&nbsp;
  
−
This is with reference to the new feature 488577 – Document upload validation displays the changes in associations tagged as file(s) (in ICM Application Enhancements), developed in 7.11.&nbsp;<br/> In the agreement ''Versions'' tab, ''Content Control Difference'' panel is not displaying association updated record if peer association is tagged as file where peer associated document contains saved search as table, association as table, association as file tags. This behavior is also for document assembly and upload scenario ''Content Control Difference'' popup.
+
== Technical Requirements for Release 7.16 ==
  
−
'''Workaround'''
+
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 ==
  
−
To compare the differences, the user can download the comparison document of the parent agreement and review the changes.
+
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;
  
−
'''<span style="color:#008000;">597869 – In office.JS Word Add-In, Clause preview not displaying in MS Edge browser as default view on Mac</span>'''&nbsp;&nbsp;
+
&nbsp;
  
−
In office.JS Word Add-In, Clause preview is not displayed in Microsoft Edge browser as default view on Mac OS.
+
&nbsp;
−
 
+
−
'''Workaround'''&nbsp;
+
  
−
User can navigate to ICM to see preview of the respective clauses.
+
'''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.

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:

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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:

7.16OM-Reports2.png

 

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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