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= ICM Release Notes - Release 7.12 =
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= ICI Release Notes - Release 7.16 =
  
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== Overview of Release 7.12 ==
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== List of Enhancements 7.16 ==
  
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The 7.12 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.
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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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*<span style="color:#008000;">'''Enhancements to the ICM Application'''</span>  
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>  
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**Enhancing extended template attributes to make them searchable on the Template Index page, global search, advanced search and on the search in Icertis Experience for Word
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**'''''User Experience'''''
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**Enabling Download All button for expired agreements and amendments
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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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**Enhancing the functionality of Associations added as tables with localization of table headers&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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**Providing localization support for clauses and templates to enable users to configure templates and create localized agreements&nbsp;
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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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**Providing administrators the ability to add global favorites to entity detail pages&nbsp;  
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***Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language. &nbsp; &nbsp;  
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**Establishing the differentiation between Internal Reviewer and External Reviewer along with respective role-action mapping&nbsp;  
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***Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference.&nbsp;  
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**Introducing a Click to Sign process, whereby signatories can directly preview and accept agreements
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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**Enhancing bulk creation of agreements with an option at configuration level to set the target workflow action for the agreements to be created &nbsp;  
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***Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
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**Provisioning users to preview Approvers when swapping primary clauses for alternate clauses
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***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
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**Introducing online editing support for agreement documents to greatly improve operational efficiency for contract owners
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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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**Enhancing commitments functionality with an option to send reminders
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***Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
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**Enhancing user experience by grouping buttons on all entities' index pages, among other major functionalities
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***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
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**Providing the flexibility to control users' actions on agreements based on their roles
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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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**Enhancing the agreement index page with a button which allows copying an existing agreement to create a similar agreement
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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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**Enhancing metadata of clauses with the ability to add details which can be leveraged in searches and defining rules
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**'''''Workflow Enhancements'''''
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**Extending the functionality to copy team roles for peer associations of contract requests /agreements/amendments
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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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**Providing users the option to clone commitments from existing ones
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**Enhancing Excel data upload functionality with validations on choice value attributes
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**Extending bulk download/upload functionality to associated documents enabling users to create line items with extended attributes or associated document attributes  
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**Providing the flexibility for users to create line items using extended or associated document attributes
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**Providing users the flexibility to specify attributes for bid analysis per RFx Item and to enter value for bid analysis attributes per supplier item bid
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**Ability to have flexible contract type extension
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**Enhancing user experience by allowing resizing of popup windows
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**Supporting the trigger of rules in case of attributes which have been localized
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**Extending the number of records that can be added while adding a table as an association
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**Introducing the ability to uniquely identify records related to RFQs
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**Introducing flexibility in defining roles other than default roles provided in ICM
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**Providing support for auto-attachment functionality for agreements, amendments and contract requests
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**Enhancing associations with the ability to explicitly define the type of relationship between the association and agreement/amendment as parent, child or peer
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**Enhancing the functionality of copying associations with the flexibility to exclude attachments
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**Introducing a virus scan option for files uploaded into ICM<br/> &nbsp; 
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*<span style="color:#008000;">'''Enhancements to ICM API 2.0'''</span>
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**Introducing some new APIs that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches 
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*<span style="color:#008000;">'''Enhancements to ICM Add-ins'''</span>
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&nbsp;
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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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**Enhancing the Word Add-in to display deviated clauses within the plugin
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**Introducing WordAI to enhance user experience by merging NegotiateAI and Icertis Experience for Word (previously known as Scribe)
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**Updating the logo for ICM Word Add-in
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**Providing users the ability to take workflow actions such as approve, reject, send for approval and others using Icertis Experience for Word<br/> &nbsp;  
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*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>
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**Establishing a contract lineage using AI so that users can visualize the changes done in the clauses, attributes, team members, statuses, versions, obligations and associations over the contract negotiation process or due to various amendments and addendums added subsequently
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**Introducing a parallel view of discovered attributes against the original document<br/> Enhancing the in-built discovery model to discover attributes from Statement of Work agreements
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**Enhancing the discovery performance to reduce time required for discovery of documents
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**Enhancing natural language search query with support for user created attributes 
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*<span style="color:#008000;">'''Enhancements to Reports'''</span>  
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*<span style="color:#800080;">'''Mobile App Enhancements'''</span>  
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**Configuring core SSRS and Power BI reports to include contract types classified as Contracting&nbsp;
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**Updating the theme color as per new Icertis branding.    
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**Introducing additional support for associated documents enabling users to create custom reports in Power BI<br/> &nbsp; 
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*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>
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**Providing configurators the ability to redirect emails to specific addresses when testing Adobe electronic signature on non-production instances
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**Introducing the new eSignature platform experience
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**Enabling Electronic seal tag for signing agreement documents
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**Supporting creation of ICM entities and contracts using SAP S/4 HANA as well as supplier masterdata integration and masterdata lookup using S/4 HANA
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**Enhancing generic integration framework to support contract requests, associations, amendments
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**Enhancing Salesforce experience by providing users the ability to take request review and upload document actions from within the Salesforce grid&nbsp;
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**Providing users the flexibility to manage ICM tasks from within Salesforce
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**Providing Salesforce users the ability to configure auto creation of contracts    
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*<span style="color:#008000;">'''Introducing ICM Platform Tools'''</span>
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&nbsp;
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**Enhancing ICM support for the PToP tool to promote ICM configurations or modifications that are made to ICM configurations in pre-production environments to production environments
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**Providing support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups
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**Providing support for elastic search sync<br/> &nbsp;  
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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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*<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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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
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**Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
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**Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.
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**Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
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**Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards. 
  
 
&nbsp;
 
&nbsp;
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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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== ICM Application Enhancements ==
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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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'''<span style="color:#008000;">625385 – Displaying search results by relevance</span>'''
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The ICM search functionality on the ''Home ''and ''Advanced Search'' pages has been entirely revamped to provide a better, more user-friendly experience. In previous versions, the results were displayed in the descending order of last modified record. While the previous order helped users to find latest records based on the search term entered, they will now be able to find entries that are exact and/or close matches specific to their query.<br/> Users can now view relevant records on the very first page of the results. The results are displayed in descending order of relevance to the term or keyword entered by the user in the search box.&nbsp;<br/> With this release:
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*<span style="color:#800080;">'''Enhancements to Platform Tools&nbsp;'''</span>
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**Enhancing ICI Promote to Production (P2P) framework to allow Administrators to promote configuration on different ICI patch versions for a major release (assuming no schema changes). Also enhanced robustness of the tool with provisions for automated fixes for known P2P validation errors, better display of progress status and ability to resume P2P activity from the last successful step in ICI UI.  
  
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*Search results are displayed in order of relevance to the entered search query, with the best match(es) appearing as the top-most or most relevant result(s).
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*The top 10 most relevant search results will be displayed in the drop-down on the ''Home ''page, along with a ''View All Results'' link which redirects to the results details page for a more comprehensive view.
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*Search results are made more meaningful to the user by displaying whether the keywords/terms have been found in full text or attributes.
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*Entered keywords/terms are highlighted in the search results to provide the user with a context.
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*The occurrence of the search term is matched against both – the document as well as attributes of a record, giving more options to the user.
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*Hovering over the results displays details such as ''Created By'', ''Created Date'' and ''Status'' about the entity. The details to be displayed can be changed through a technical configuration.
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'''Note''':
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>
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**Sourcing
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*On the ''Home ''page search result, the fields of types ''Currency ''and ''Date ''(or ''DateTime'') are not as per the preferences of logged in user.  
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***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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*On the ''Home ''page, clicking the Search icon without entering a search criteria directs the user to the ''Advanced Search'' page. The results here are sorted as per the last modified time, however the sorting drop-down displays the text ''Relevance ''by default.  
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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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&nbsp;
  
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<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</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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Earlier, the applicable set of actions available for any entity were represented using icons across ICM. For example, the agreement index page had icons for View Agreement, Preview Document and View Smart Link actions. As part of our efforts to continuously improve ICM, multiple new actions are added for an entity over time. Hence, actions are now grouped together to improve the usability and user experience. &nbsp;
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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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<br/>  <br/> <span style="color:#008000;">'''586165 – Support for online editing of agreements'''</span>
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As part of contract management, agreement and amendment documents regularly go through reviews where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature. To make changes or modifications to an agreement, ICM users previously had to download a copy, perform edits and upload it back to ICM. This created a version of the document in ICM.&nbsp;
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Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but also audit information was often lost, it was not possible to trace what was approved and by whom.<br/> With this release, ICM offers online editing support for agreement documents creating radical operational efficiency for contract owners.&nbsp;<br/> It is now possible for:
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*Primary owners, secondary owners and reviewers with edit privileges to initiate an online editing session where more than one party can edit parallelly using existing MS Word capabilities.&nbsp;  
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*An agreement document, which has been edited using online editing, to be published to ICM without any loss of information.
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'''Note:''' Only users with edit privileges on a document can participate in editing it online.
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<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span>
 
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Earlier in ICM, there were only predefined metadata for templates such as Name, Clause Code, Clause Group, and so on. To fulfill the requirements of some organizations, ICM provided the capability of extended template attributes to define additional custom metadata/attributes at the template level. However, users were not able to search templates based on these extended template attributes.<br/> Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and the template index page.
 
  
 
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<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
  
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Earlier in ICM, users could download all the associated documents of an agreement or amendment for all other states but not when the agreement was in the Expired state.&nbsp;<br/> This capability is now also provided for expired agreements and amendments. This considerably improves usability as users no longer need to navigate to the respective Association tab to download the required documents one by one. The Administrator can now define access permissions so that the Download All button is available for authorized users allowing them to easily download all the associated documents of agreements and amendments for reference.&nbsp;
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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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<br/>  <br/> <span style="color:#008000;">'''569901 – Ability to resize popup windows'''</span>
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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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Previously, popup windows within ICM had a fixed size and were static, which enabled users to only view information displayed on the pop-up.<br/> Now, support has been provided for users to be able to resize and drag ''User Selection'' (Grid-View), ''Lookup'' and ''Add Association'' pop-up windows. This enables users to get a context of their location in ICM and what is behind the pop-up. Additionally, user-experience is enhanced for smaller pop-ups as they can be expanded on bigger screens.
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<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span>
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
  
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Earlier in ICM, if the language preference was English and the user created an agreement using a German language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be German, but the association table header (title) would be in English.&nbsp;
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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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This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in German.
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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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&nbsp;
  
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<br/> <span style="color:#008000;">'''571054 – Ability to add global favorites to entity details page'''</span>
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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
  
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ICM Administrators can already set default favorites so that specific users can access relevant information targeted for them using global favorites. These global favorites are added to the corresponding index page of the selected entity. With this release, this functionality is further enhanced such that the Administrators can now choose to add global favorites to the Entity Details page.&nbsp;
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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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They can set different default favorites for different entities for their users. For example, a pinned favorite search for line items can have different relevance as compared to a pinned favorite search for bids. Having default favorites pinned makes it easy for users to easily identify the actions that they need to take. Having pinned default favorite saved searches at entity level also helps the users access relevant information from within an entity, rather than having to travel to the index page for the same.
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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 Administrators can now:
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&nbsp;
  
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*Choose to add global favorites to Entity Details page for specific users to view them in the associated parent or peer entity's Details page.  
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'''<span style="color:#800080;">817886 – Enhancing dual language template capability in ICI</span>'''
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*Have global favorites added by default to the corresponding selected entity's Index page.  
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<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>  
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*Choose to add global favorites to both entity details and index pages.  
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<div class="image-green-border">[[File:7.12 Global Favorites 1.4.png|720px|7.12 Global Favorites 1.4.png]]</div>  
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Note:&nbsp;
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*The global favorites will always be appended to the last for a user per entity type.&nbsp;  
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<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
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*A maximum of 4 global favorites are displayed to the user based on the security group’s permissions.<br/> &nbsp;
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<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</span>
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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:
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The Request Review functionality in ICM allows users to request their agreements to be reviewed. Before sending an agreement for approval or signature, the contract author can leverage the Request Review option and add a user or user group as reviewer.&nbsp;
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Previously, if the selected reviewer was&nbsp;an internal user, or a user group of internal users exclusively, still the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement Details page. &nbsp;&nbsp;<br/> With this release:&nbsp;
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*If the user or all the users in the user group added as a reviewer are internal users, the role displayed will be Internal Reviewer.  
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*If the user or any one user in the user group added as a reviewer is an external or third party user, the role displayed will be External Reviewer.  
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*Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;
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<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px|7.12 Internal External User Role 3.3.png]]</div>
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'''Note:''' This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.
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*Status and Business Status
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*Type of paper
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*Signature Type and Signature Sequence
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*Contract Type Choice and Multi-choice attributes
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*Contract Type Description
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*Search and default text&nbsp;
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*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;">'''551122 – Localization support for clauses into templates'''</span>
+
<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
−
 
+
−
Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, the users had to create multiple templates to be able to create agreements in different languages.
+
−
 
+
−
With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
+
  
 +
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;
 
&nbsp;
  
−
<span style="color:#008000;">'''568718 – Additional Click to Sign signature option available for agreements'''</span>
+
<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>  
−
ICM already supports electronic and manual signatures. With this release, a Click to Sign signature process is being introduced where the signatory can preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;
+
−
 
+
−
If the signatory accepts the terms and conditions by checking the box in the Preview window, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option to reject the agreement for signing, with the agreement going back to the Draft state.&nbsp;
+
−
 
+
−
ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute. This would make this signature flow available for contracts of that type.&nbsp;
+
−
<div class="image-green-border">[[File:7.12 ClickToSig 7.png|720px|7.12 ClickToSig 7.png]]</div>  
+
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''574611 – Ability to swap alternate clause from Clause Comparison Report and view approvers'''</span>
+
<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
  
−
Previously in ICM, the substitute language of a clause was stored as an Alternate Clause to the Primary Clause. Contract authors had the provision to replace any Alternate Clause using the Clause Comparison Report. Whenever such clauses are replaced by alternate clauses, a certain set of approvers get triggered for the agreement.&nbsp;
+
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;
  
−
With this release, contract authors are being provided with the capability to preview the list of approvers that will be triggered due to the clause swap.&nbsp;
+
*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.
  
−
Similarly, whenever new version of an agreement is created, the Content Control window which is now displayed now has a provision to preview the approvers that will be added or removed based on the changes made to the clause.
+
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.
  
−
<br/> <br/> <span style="color:#008000;">'''568773 – Ability to create and send agreements for approval during bulk creation&nbsp;'''</span>
+
&nbsp;
  
−
ICM allows contract authors to create multiple agreements from a single agreement with the provision of copying associations and attributes as required. Previously, these agreements created in bulk would be in Draft status. In order to send the bulk created agreements for approval, users had to either do it individually for each agreement or they had to configure a Saved Search and take a bulk action on it.
+
<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
−
With this release, this feature has been enhanced with an option at configuration level to define if these agreements are to be published, or created and sent for approval as part of the creation process.&nbsp;<br/> A choice-type attribute Target Workflow Action has been added in the existing bulk configuration masterdata contract type. Administrators can now specify whether bulk created agreements should be sent for approval or not. When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement:&nbsp;
+
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;
  
−
*Approvers get added to the agreement’s team based on the rules configured.
+
*Set multi-level auto delegations&nbsp;
−
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.  
+
*Set conditional delegations
−
*If no approver is present in the agreement’s team, the agreement will be approved directly and its status will be updated as Approved.  
+
*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>
  
−
By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality.<br/> Users can also decide whether the templates for bulk created agreements would be different or same than model agreement during bulk creation process. An attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;
+
The process of selecting users on contract request now provides a support to lookup attribute as well, to avail the benefits of filtering capabilities to handle specific business scenarios.&nbsp;<br/> It is now possible to filter users, such as external or internal users, using the lookup on extended user entity while working with contract requests and agreements.&nbsp;<br/> The enhancements include:
  
−
*When Enable Template ReEvaluation attribute is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The Template can be same or different than model agreement depending on the configured rules.&nbsp;  
+
*Enabling multi filter Lookup for contract request and user datatype.&nbsp;
−
*When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.  
+
*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;
  
−
Any Template selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
  
 +
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;">'''550187 – Provision to send reminder notifications for commitments'''</span>
+
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
  
−
ICM has the provision to track the milestones in an agreement with the Commitment functionality. Initially, to ensure that these commitments are fulfilled in timely manner, automated reminders were sent.&nbsp;<br/> Now, users can send notifications for commitments manually using Send Notification option as and when required. Users can also customize the notification and send for individual commitment or in bulk.&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:
  
−
<br/>  <br/> <span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span>
+
*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.
  
−
ICM already allows controlling workflow actions for a user through role action mapping.&nbsp;ICM has extended support for other agreement actions that can also be controlled based on the user role, thus improving the overall access control for a user.&nbsp;
+
&nbsp;
  
−
Users can now control:
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
*Actions such as Compare Documents, Compare Clause Changes and Broadcast available to a user for an agreement.  
+
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.
−
*Visibility of reports available in the agreement.  
+
−
*Creation and disassociation of associated documents from an agreement.
+
−
*Linking and disassociation of peer association from an agreement.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</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, ICM supported the copy existing agreement functionality from the agreement Details page. Now, the same functionality has been added on the agreement index page for better usability. With this, the user can perform the copy action without having to navigate into the individual agreement details page.
+
*For rule-based clauses with or without page break.  
−
 
+
*For agreements, amendments, associations and assignments.
−
Authorized users can now click an icon on the agreement index page to copy it to create a similar agreement. Along with the agreement, users now also have the ability to select any associated documents (parent-child or peer associations), commitments or obligations to be copied; where the Allow Copy with Association flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.
+
*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;">'''551116 – Support for extended clause metadata'''</span>
+
== ICI API Enhancement Details&nbsp; ==
  
−
Previously, users were not able to add more details to a clause. With this release, an entity for clause extension is being introduced which could help users in various ways, such as, when defining rules and searches.
+
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
Users can now:
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
  
−
*Create contract types with defining attributes from masterdata, similar to the template/user extended entity.
+
*Add a team member to the association&nbsp;
−
*View the clauses extended entity attributes in the clause creation wizard.
+
*Get a team of association&nbsp;
−
*Configure rules using these attributes.
+
*Remove team member from the association&nbsp;
−
*Enter the values for clause extended attributes using Add-ins.
+
*Get available actions for associations&nbsp;
 +
*Trigger actions for associations &nbsp;
  
−
<br/>  <br/> <span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</span>
+
&nbsp;
  
−
Previously, ICM provided support to copy team role from contract request, agreement and its amendment to its parent child association. With this release, the support is being extended to copy team role from contract request, agreement or amendment to its peer associations.
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
  
−
A tile has been added under the configuration, where an authorized user can map all such team roles for a defined contract type to its parent-child as well as peer associations.
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
  
−
Administrators can now:
+
*Contract Request&nbsp;
 +
*Agreement&nbsp;
 +
*Masterdata&nbsp;
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.  
+
'''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;
−
*Copy all or selective team of the entity to its peer association on a parent or peer entity event.
+
−
 
+
−
Users can now:
+
−
 
+
−
*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.
+
−
*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
  
−
ICM provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these extended attributes to agreement and associated documents.
+
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, many ICM features such as lookups, saving a search, saving as a template, and so on are further enhanced to manage the extended attributes in the same way as normal attributes. This considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.
+
&nbsp;
  
−
Users can now:
+
=== API Deprecation Details ===
  
−
*Configure conditional attributes, tracking attributes, computations (enable expressions) to use as extended attributes.&nbsp;
+
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.
−
*Mark extended attributes as mandatory and validate. &nbsp;
+
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>  
−
*Control access privileges for extended attributes based on the user’s role.&nbsp;
+
&nbsp;
−
*Maintain audits of the extended attributes.&nbsp;
+
−
*Exclude extended attributes from copy while creating an agreement by copying the existing agreement.&nbsp;  
+
−
 
+
−
<br/> <span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span>
+
−
 
+
−
With this release, users now have the capability to copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied. This will considerably reduce time and effort required to create individual commitments.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span>
+
== AI Applications Enhancement&nbsp;Details ==
  
−
Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in ''User Preference''. If the attribute had a lookup had a Localized value, its rule would not get triggered as the rule was supported only in English.
+
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
  
−
With this release, users will be able to:
+
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.
  
−
*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on create/Edit page.
+
With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;
−
*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.
+
−
*Configure any rule type as all rules now have localization support.  
+
  
−
Evaluation of localized values will be supported for all rule&nbsp;types given that the rule is configured in the English language.
+
With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.
  
−
&nbsp;
+
Users can now:
  
−
<span style="color:#008000;">'''551105 – Ability to use attributes to identify unique line items'''</span>
+
'''1. Define own AI Model – &nbsp;'''
  
−
Previously, RFQs and their multiple related records such as line items, rounds and awarding records were created without any associations. Users found it difficult to link RFQs to its related records.<br/> With this release, ICM offers a provision to define an agreement code that refers to both, the RFQ attribute and the current record attribute, at the time of linking the peer association to the agreement contract type.&nbsp;
+
*Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered.
 +
*Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model.&nbsp;
 +
*ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.  
 +
<div class="image-green-border">[[File:7.16 RN SS 13.png|720px|7.16 RN SS 13.png]]</div> <div class="image-green-border"><br/> '''2. Analyze agreements based on the AI Model –&nbsp;'''</div>
 +
*Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model.
 +
<div class="image-green-border">[[File:7.16 RN SS 14.png|720px|7.16 RN SS 14.png]]</div> <div class="image-green-border"><br/> '''3. Train the AI Model –'''</div>
 +
*For new attributes, clauses and obligation added to the AI model, user can train the AI engine such that it discovers them automatically over a period. With training mode enabled, when a user specifies an attribute value, then the user will be asked to provide the associated text from the document where this attribute value is present. &nbsp;
 +
*The DiscoverAI engine recognizes patterns from these user inputs and trains itself over a period of time to refine its discovery of entities.
 +
*To help Administrators to monitor the DiscoverAI’s self-learning progress, a new AI model training performance report has been introduced for each AI model defined in ICI.
 +
<div class="image-green-border"><br/> [[File:7.16-Accessing the Report5.png|720px|7.16-Accessing the Report5.png]]&nbsp;</div> <div class="image-green-border"><br/> The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#800080;">'''575437/884668 – Introducing AI Studio to analyze multiple agreements'''</span>
 +
<div class="image-green-border">The evolving business dynamics have necessitated the businesses to not only be aware of their contractual risk and obligations, but also gather the intelligence from the contracts, to monetize opportunities and accelerate business.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Introducing AI Studio to facilitate the processing of documents in bulk to identify and analyze a volume of data and derive the actionable insight to use for the business advantage. Users can process the agreement documents in the ICI platform as well as those outside of the ICI platform and apply desired AI model to get the insights.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">A new AI Studio tile has been introduced on the ICI UI Home page, for authorized users to run a new analysis for a set of documents against specific AI model. The AI Studio analysis supports .docx, .pdf and .zip files as document source as well as a network path or a saved search with an option to include associations. You can also add additional file sources using the customization hooks.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 16.png|720px|7.16 RN SS 16.png]]&nbsp;</div> <div class="image-green-border"><br/> The analysis results are available in a summarized report form. The report displays the summary of identified attributes, clauses, tables and obligations in an interactive chart. If a user wants to deep dive into a specific document, then the report provides an option where user can view the discovered entities alongside the original file.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 17.png|720px|7.16 RN SS 17.png]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.</div>
 +
<br/> <span style="color:#800080;">'''826495 – Automating user feedback for attributes, clauses, tables and obligations'''</span>
  
−
Users can now:
+
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.
  
−
*Set a flag to mark the peer association as child type at contract type level which will have normal association creation workflow.&nbsp;
+
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
−
*Define the value of agreement code from the agreement and its related association contract type.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span>
+
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
  
−
ICM supports adding associations to an agreement in various forms, such as documents and tables. With this release, ICM has now extended support to 200 records that can be assembled in an Association tagged as a table.&nbsp;
+
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
  
−
<br/>  <br/> <span style="color:#008000;">'''568776 – Export and import capability for associated documents'''</span>
+
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.
  
−
ICM provides a capability for bulk download (export) and upload (import) of line items from association grid using Excel. Now, users can create line items with extended attributes or associated document attributes based on the template selection and export/import through Excel into ICM.
+
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.
  
−
Users can now:
+
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
−
 
+
−
*Select and add attributes from all attributes defined in masterdata contract type.
+
−
*Load Excel filled by the buyer (at the RFQ level) at the Round level to match the information.
+
−
*Create, edit and delete records in bulk using Excel.
+
−
*Manage import/ export of lookup attributes, conditional attributes, and attributes derived by computations or enabled expressions in bulk.
+
−
*Look up attributes in the same way as masterdata is looked up using Excel.
+
−
*Control the access privileges to import/export Excel based on the user’s role.
+
−
*Control access privileges for attributes in Excel based on the user’s role.
+
−
*Localize and display attributes and headers in the Excel.
+
−
*Validate data during import/export using Excel.
+
−
*Keep data in Excel in sync with data displayed on the user interface.
+
−
*Make attributes non-editable.
+
−
*Manage refreshing associations during import/export.
+
−
*Maintain and display audit of import/export operations.
+
−
*Generate log files for line items.
+
−
 
+
−
<br/> <span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>
+
−
 
+
−
Previously, ICM users could only be assigned one of the default roles available in the system.&nbsp;
+
−
 
+
−
With this release, ICM provides users the capability to define new roles and control access by specifying privileges depending on their business requirement. The access to the newly defined roles can be controlled using existing capabilities in ICM (such as Security Groups, Role Action Mapping, etc.). This is applicable for agreements, amendments and associated documents.&nbsp;
+
−
 
+
−
With custom roles, users can:&nbsp;
+
−
 
+
−
*Control navigation pane access for agreement and associated documents.&nbsp;
+
−
*Control group access privileges and team actions.&nbsp;
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</span>
+
== Reports Enhancement Details ==
  
−
As part of RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time consuming process.
+
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
  
−
ICM now has simplified the process by allowing users to attach predefined standard documents automatically to associations based on defined event rules.
+
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.
  
−
Users can now:
+
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
  
−
*Maintain a repository of standard documents in masterdata.
+
*Agreements Pending Approval Report
−
*Define the mapping between associations for auto-attachments for agreements.
+
*Agreements Pending Execution Report
−
*Define rules and saved search to trigger the auto-attachment process for associations.
+
*Expired Agreements Report
−
*Bifurcate auto-attachments from manual attachments when copying an agreement.
+
*Expiring Agreements Report
−
 
+
*Signature Type Report
−
'''Note: '''This is applicable for agreements and amendments.
+
*User Login Report
−
 
+
−
<br/> <span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span>
+
−
 
+
−
ICM provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as Parent, Child or Peer. The Linkage Type field is enabled through technical configuration.
+
  
−
With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer associations.
+
Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. A new Security Group Privilege has been provided for Power BI Reporting – the users of the security group which has manage access to this privilege can edit these default Power BI reports.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572764 – Ability to scan files for viruses when uploading to ICM'''</span>
+
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
  
−
With this release, ICM has added a generic virus scan framework which can be used to implement other virus scanning software. When configured, this will help to scan files for any malware and protect ICM against a wide variety of threats whenever a user uploads a file using the ''File Upload'' attribute in ICM or a file is uploaded through an API. The users will be notified with the details of the scan status if any malicious content found during the scan.&nbsp;
+
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;
  
−
Users can now:
+
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;
  
−
*Scan all supported file formats by default during upload.
+
With the introduction of the new backend script, ICI now allows:
−
*Scan files in bulk.
+
−
<div class="image-green-border">[[File:7.12 Virus scan 2.png|720px|7.12 Virus scan 2.png]]</div>
+
−
File scanning while uploading through Word and Excel plugins is handled through API.
+
  
 +
*The ability to configure new attributes or remove existing attributes through backend configuration.
 +
*The ability to map the ICI name with the business-oriented display name for the attribute(s) being configured.
 +
<div class="note-box">'''Note''': This applies to ICI out-of-the-box attributes as well as customer-specific attributes.</div>
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>
+
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
  
−
Previously, In ICM, when the new agreement is created by coping existing agreement using the Copy Record functionality, it is created with the same version as the original agreement.&nbsp;
+
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.
  
−
ICM now provides the capability to choose the latest approved version of the template of the original agreement during copy to create the new agreement.
+
Localization has now been enabled for the following attributes:
  
−
'''Note: '''The Copy Record functionality does not change for third party paper.
+
*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)
  
−
<br/>  <br/> '''<span style="color:#008000;">572756 – Ability to exclude auto-attached documents from the copied association</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.
  
−
ICM allows attaching standard documents from the masterdata repository as associations to the agreement based on the defined event rule on the agreement.
+
&nbsp;
  
−
When a user copies the agreement with auto-attached associations, system excludes all auto attached associations from being copied to the new agreement. The auto-attached associations won’t be displayed on the ''Copy Record ''window. The resulting agreement will have the selected manual associations and its own auto-attached associations as per the configured rules.
+
&nbsp;
  
−
This avoids the unnecessary upload of files into the ICM repository and duplication of association records on copied agreement as it will have its own auto-attached documents.
+
== Integration Enhancement Details ==
  
−
Users can now select auto-attachment associations when an agreement is sent for signature along with the bundled association and download all associations of an agreement in the ZIP format.&nbsp;
+
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
  
−
== ICM API Enhancements&nbsp; ==
+
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;
−
<div class="image-green-border">
+
−
<span style="color:#008000;">'''553319 – Additional APIs for amendments, contract requests and searches in ICM API 2.0'''</span>
+
  
−
With this release, some new APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches.
+
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
−
 
+
−
These include:
+
−
 
+
−
*Amendment APIs&nbsp;
+
−
**In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system. 
+
−
*Contract Request APIs
+
−
**In addition to the existing APIs to manage contract requests, new APIs have been added to support getting and adding associations in a contract request. 
+
−
*Search APIs
+
−
**Search API have been added to allow users to query agreements and related entities across multiple contract types.
+
−
**Search APIs have been added to allow creating, editing, executing and deleting saved searches. 
+
−
</div> <div class="image-green-border">&nbsp;</div>
+
−
== Enhancements to ICM Add-ins&nbsp; ==
+
−
 
+
−
<span style="color:#008000;">'''619841 – Introducing Icertis Experience for WordAI'''</span>
+
−
 
+
−
With this release, two of the ICM Add-ins - NegotiateAI and Icertis Experience for Word have been merged into Icertis Word.AI to provide users a seamless experience.&nbsp;<br/> Icertis Word.AI can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;
+
−
 
+
−
Using Icertis Word.AI, it is now possible for:&nbsp;
+
−
 
+
−
*ICM Administrators to configure and setup Icertis Word.AI.&nbsp;
+
−
*Other users to work with templates, clauses and agreements.&nbsp;
+
−
*Perform different tasks such as creating, editing and deleting template variables. &nbsp;
+
−
*Tag attributes, clauses, associations, signatories and template variables. &nbsp;
+
−
 
+
−
'''Note: &nbsp;'''
+
−
 
+
−
*Users can view and edit only those clauses and agreements for which they have Manage privilege in ICM. &nbsp;
+
−
*To edit an agreement, a user needs to download the agreement document and open it in Word.AI.&nbsp;  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''571651 – Provision to show clause deviations in Icertis Experience for Word'''</span>
+
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
−
 
+
−
Previously, users were able to view deviations in agreement clauses through the agreement details page. With this release, users can now see within the Word Add-in, any such clauses which have been tagged/added in an agreement and which are deviated. The details of the deviated clause are also displayed through Word Add-in.
+
−
 
+
−
With this release:
+
−
 
+
−
*A list of deviations is displayed in Agreement Clauses tab for an agreement or amendment’s document version.&nbsp;
+
−
*Clauses that are added using the Add Deviation option through the Word Add-in are also displayed.
+
−
*View information regarding the deviated clauses such as Status, Deviated By, Deviated On in the Word Add-in as well as a View in ICM link.
+
−
 
+
−
The deviation clauses are visible based on role action mapping as per existing ICM flow. They are searchable, so users can easily navigate to a particular clause in the agreement document and view the highlighted content of those clauses in Word Add-in.
+
  
−
<br/> '''Note:&nbsp;'''
+
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
  
−
*The deviation clauses are only displayed for the latest version of the agreement.
+
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.
−
*Users cannot perform the deviation approval flow from the Word Add-in.  
+
  
−
<br/> <span style="color:#008000;">'''487082 – Ability to take workflow actions using Icertis Experience for Word'''</span>
+
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:
  
−
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement related tasks, users had to switch between ICM and the Word Add-in. &nbsp;
+
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;  
  
−
ICM now enables the users to accomplish agreement related workflow actions such as approving, rejecting or recalling an approved agreement directly using Icertis Experience for Word. This considerably reduces the turnaround time and improves the user experience. User can view the updated status of the agreements on the Versions tab, History tab and Audit Trail on the ICM Web.
+
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''574616 – Icertis logo updation in Icertis Experience for Word'''</span>
+
<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
  
−
With this release, the ICM Word Add-in logo has been replaced with the improved logo for Icertis Experience for Word.<br/> &nbsp;
+
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;
  
−
== Enhancements to Artificial Intelligence Applications in ICM ==
+
The signatories can view and sign these associated documents, provided the signatory tags are added.
  
−
<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span>
+
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.
−
 
+
−
Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, obligations, associations also get added, updated or removed. Once the contract is executed, many addendums are added later or multiple clauses are replaced with new clauses in the amendments, etc. With such high number of transformations, it is difficult to keep track of which clause or attribute is in force.&nbsp;
+
−
 
+
−
ICM has now improved usability by using AI so that users can now easily see the changes in the clauses, attributes, team members, statuses, versions, obligations and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently in one go. This helps contract owners to learn from these changes and devise an optimal negotiation strategy for further engagement with customers or vendors.
+
−
 
+
−
Contract owners can now:&nbsp;
+
−
 
+
−
*Identify the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;
+
−
*Visualize how the attribute values are changed over a period of time.&nbsp;
+
−
*Visualize how the clauses and their languages have changed over a period of time.&nbsp;
+
−
*Visualize how the statuses of agreements have changed over a period of time.&nbsp;
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''575397 – Improved discovery based on existing customer data'''</span>
+
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
−
 
+
−
ICM’s existing discovery model discovers 15 attributes and more than 40 clauses from MSA or NDA type agreement documents.&nbsp;
+
−
 
+
−
With this release, the process of discovering attributes and clauses is improved for better accuracy by training the in-built discovery model with wide variety of agreements. ICM discovery model now discovers out-of-the-box attributes from SOW type of agreements.&nbsp;
+
−
 
+
−
The existing ObligationAI approach, which was model based, is now replaced by AI and Rule-based approach to discover obligations more accurately.
+
−
 
+
−
Contract negotiators can now:&nbsp;
+
−
 
+
−
*Identify clauses and attributes from multiple MSA, NDA, IT MSA, SOW contract types more accurately and automatically using DiscoverAI and NegotiateAI apps.&nbsp;
+
−
*Identify obligations from MSA, NDA and SOW contract types more accurately and automatically with ObligationAI.
+
−
*Select a discovery model specific to contract types to discover attributes and clauses with better accuracy as compared to other models.
+
−
 
+
−
<br/> <span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</span>
+
−
 
+
−
Previously, contract negotiators had to periodically visit the AI discovery section to check for discovery completion. Then, they had to switch to the Document View in order to review the recommendations given by the AI algorithm.
+
−
 
+
−
With this release, when contract negotiators trigger the discovery process, they can view the progress of AI discovery on the agreement Details page. They will be able to view:
+
−
 
+
−
*The progress of all four discovery processes.
+
−
*The percentage of discovery process completed for each of discovery process and the overall discovery process.
+
−
*The approximate time it would take to complete the individual discovery process and the overall discovery process.
+
−
 
+
−
Contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, etc. are displayed along with the agreement document. An option is now available to launch side-by-side view of the document along with the discovered entities. Using this option, users can view different sections for discovered clauses, attributes, tables and obligations.&nbsp;
+
  
−
Contract negotiators also have an option to search within the agreement document. The results are highlighted to the user and a count is displayed. Users can also save any changes made in the individual discovery sections.
+
To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''575455 – Ability to process multiple documents simultaneously during the discovery process'''</span>
+
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
  
−
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document individually. With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time.
+
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
  
−
Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.
+
The enhancements have been made in the following areas:
  
−
The duration for a document discovery to be completed depends on the number of pages in a document. For example, discovery process for a .docx file with 10 pages and 1 table will take 120 seconds to complete; whereas one with 500 pages and 15 tables will take 1800 seconds.
+
*Improved pagination in list views.&nbsp;
 +
*Allowing agreement search in list views.
 +
*Improved positioning for modal dialogs appearing within CRM.&nbsp;
 +
*Improved navigation from the Create / View Contract screens to the ICI tab.  
 +
*Support for UI-based entity configurations.&nbsp;  
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''602198 – Support for user created attributes in NLP search'''</span>
+
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
  
−
Previously, the ICM AI enabled mode of searching allowed users to search agreements using a spoken language statement. With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “contract value above 20000 USD”, “contract value below 20000 USD”, “contract value between 20000 USD and 2000000 USD” and so on, can be entered to search contracts of a certain value.<br/> &nbsp;
+
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;
  
−
== Enhancements to Reports ==
+
Configurators can now:
  
−
<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>
+
*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.  
−
ICM offers the functionality to classify Business Type/ Contracting agreement type at contract type level. With this release, core reports will be limited to Contracting business application type.
+
*Replace any user in ICI using the “Replace User” option.&nbsp;
−
 
+
−
Users with access to standard and insights reports will only be able to see data related to agreements with Contracting business application type. Thus, the reporting data would not contain any sourcing agreements.
+
−
 
+
−
This is applicable to the following reports:
+
−
 
+
−
*Agreement Clause Content Report&nbsp;
+
−
*Agreement Deviation Report
+
−
*Agreements Pending Approval Report
+
−
*Agreements Pending Execution Report
+
−
*Average Agreement Turn Around Time Report
+
−
*Clauses Pending Approval Report
+
−
*Expiring Agreements Report
+
−
*Templates Pending Approval Report
+
−
*Cycle Time Report&nbsp;
+
−
*Detailed Report&nbsp;
+
−
*Attribute Value Report&nbsp;
+
−
*Template Clause Report&nbsp;
+
−
*Clause Profiling Report&nbsp;
+
−
*Clause Deviations Report
+
−
*Expired Agreements Report&nbsp;
+
−
*Approved Requests Waiting For Contract Creation Report
+
−
*Signature Type Report&nbsp;
+
−
*CLM Activity Report&nbsp;
+
−
*Clause Insights Report
+
−
*Deviation Insights Report
+
−
 
+
−
<br/> <span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span>
+
−
 
+
−
Users with access to Power BI dashboards will now only see data of agreements with business application type as Contracting while accessing the Business Summary, Legal Summary and Legal Details reports.
+
−
 
+
−
Since the Custom report is common to sourcing and contracting, having a filter which is configurable makes the experience more user-friendly than only restricting the create report for contracting use cases only.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''567137 – Ability to add datasets for associated documents in Power BI for obligation and management'''</span>
+
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
  
−
In order to have a comprehensive view of the state of obligation compliance users needed to have self-serve ways to build reports and dashboards. Users have now been given the flexibility to build reports on obligation compliance across hierarches – from agreements and obligations to fulfillments and fulfillment evidences.&nbsp;
+
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.
  
−
With this release, users have the option for slice and dice for viewing and narrowing down to the right type of Obligations for any given context. Advanced Analytics with Power BI is the ICM offering to let customers create and view custom reports. Users will now have OM application datasets for Agreement, Obligation and Fulfillment entities in the Power BI data model as well.&nbsp;
+
Configurators can now:&nbsp;
  
−
With the additional data sets, users will be able to generate reports on Power BI such as for:
+
*Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
−
 
+
*Invoke hooks for custom logic execution.&nbsp;
−
*The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.  
+
*Specify primary owners, secondary owners and team members during entity creation or updates.  
−
*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.  
+
*Leverage support provided for FTP, SFTP, SSH and Azure Blob.  
−
 
+
−
<br/> <span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>
+
−
 
+
−
ICM has now extended support for Service Principal Authentication method to authenticate Power BI resources for Advanced Analytics. It has been implemented as the default method of Power BI authentication for improved security. However, the option to continue with the current authentication method of using user credentials for Power BI is still available.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''573000 – Sub-role included in Detailed and User Profiling Reports'''</span>
+
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
  
−
ICM provides the ability to define sub-roles for the Approver role. With this, all the capabilities of the Approver are enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.&nbsp;
+
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
  
−
With this release, the Detailed Report, User Profiling Report and Agreements Pending Approval Report have now been modified to display the Approver sub-roles such as Contract Admin, Legal Approver and others.
+
These fields, to be added through technical configuration, are displayed on the “Upload Signed Copy” and “Upload Fully Signed Copy” popups, where users can conveniently update the desired values.
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#008000;">'''573621 - Enhancement to reports processing error message'''</span>
 
−
 
−
Previously, when viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:<br/> ''An error occurred during report processing, if the issue persist kindly contact customer support team.''
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''601540 - Unavailability of Template Clause Report as Dashboard KPI'''</span>
+
== ICI Platform Tools Enhancement Details ==
  
−
With this release, the Template Clause Report has been deprecated from the Dashboard KPIs. However, it will still be accessible from the Reports tile.
+
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
  
−
&nbsp;
+
With this release, the Promote to Production (P2P) framework has been enhanced:
  
−
== Integrations ==
+
*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.  
−
<span style="color:#008000;">'''541825 – Integration with the new eSignature platform &nbsp;&nbsp;'''</span>
+
*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.  
−
With this release, customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories. &nbsp;&nbsp;
+
*To consolidate and list all post P2P activities to be performed offline.  
−
 
+
−
Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.
+
−
 
+
−
<br/> <span style="color:#008000;">'''569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;'''</span>
+
−
 
+
−
Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;
+
−
 
+
−
With this release, ICM has extended the support for enabling electronic seal tags in templates that will be used for marking electronic seals during the signature process using DocuSign. The support of electronic seals will help the organization’s legal teams to certify the integrity and the origin of the contracts.
+
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span>
 
−
 
−
Just like support has been extended to Namirial eSignAnyWhere in addition to DocuSign and Adobe Sign for electronic signatures, ICM has enhanced adaptability by making it possible to implement and integrate any other electronic signature provider as well based on customer requirements.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572516 – SAP S/4 Supplier masterdata integration &nbsp;'''</span>
+
== Business Apps Enhancement Details ==
  
−
The Icertis Experience for SAP S/4 HANA allows users to search, display and select S/4 HANA masterdata required for completing the contracting process within ICM.
+
=== ICI Sourcing Application ===
  
−
The ICM Experience for S/4 HANA adapter:
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
  
−
*Allows periodic data sync between S/4 HANA masterdata and ICM masterdata tables.
+
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
−
*Can be configured such that ICM Admin ca configure the data sync jobs and the related entity mappings.
+
−
*Is agnostic to masterdata entity i.e. it is generic enough to support any masterdata that the customer would like to sync from S/4 HANA into ICM to complete contracting business process.&nbsp;
+
  
−
Some key use cases that customers should be able to configure the adapter to include:
+
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
  
−
*Supplier master data from S/4 HANA to ICM.
+
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.
−
*Material/Items master data from S/4 HANA to ICM.  
+
−
*Payment master (Terms, Types) from S/4 HANA to ICM.  
+
  
 +
With this release, users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so.&nbsp;
 +
<div class="image-green-border">[[File:7.16-One-ClickDownload.png|720px|7.16-One-ClickDownload.png]]</div>
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572517 – SAP S/4 HANA masterdata lookup&nbsp;'''</span>
+
=== ICI Risk Management Application ===
  
−
With this release, ICM and ICM business applications (Sourcing and Obligation Management) have been integrated with SAP S/4 HANA to render masterdata lookup from SAP S/4 HANA.
+
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
  
−
<br/>  <br/> <span style="color:#008000;">'''573373 – Generic integration framework to support contract requests via ASB'''</span>
+
&nbsp;
−
 
+
−
Previously, ICM supported a generic ASB adapter for inbound and outbound integration for Agreements. With this release, support is provided for creating contract requests for agreements. Users will now be able to create and update Contract Requests in ICM using an external application.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''573377 – Generic integration framework to support associations via ASB'''</span>
+
=== ICI Obligation Management Application ===
  
−
Previously, ICM supported a generic ASB adapter for inbound and outbound integration only for agreements. With this release, support is provided for creating contract requests for the agreements. Users will now be able to create and update contract requests in ICM using an external application. &nbsp;
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
  
−
The ASB adapter will pick the JSON payload from the message queue and create associations to an existing agreement or RFx record in ICM. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data. &nbsp;
+
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
  
−
&nbsp;
+
ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
  
−
<span style="color:#008000;">'''573379 – Generic integration framework to support amendments via ASB'''</span>
+
*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;
  
−
Contract amendments are an integral part of business flow and the support for amendment integration is critical for businesses. With this release, the generic integrations ASB adapter will be able to update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;
+
With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
  
−
&nbsp;
+
Users can now:
−
 
+
−
<span style="color:#008000;">'''594454 – Additional connector support for JSON file format'''</span>
+
−
 
+
−
Previously CSV files were supported for masterdata upload using ASB and SFTP, while text based files were supported for uploads using SFTP.&nbsp;
+
−
 
+
−
With this release, the file based integration will additionally support JSON file format, while also supporting blob connectors.
+
  
 +
*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;
 
&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>
  
−
<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span>
+
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
  
−
Previously, ICM users could manage and execute contract management tasks using Salesforce Classic and Lightning user interface. The Icertis Experience for Salesforce introduced support for the following actions at the grid level: Assemble, Download and Send for Approval.&nbsp;
+
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
  
−
With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. &nbsp;The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICM . The agreement can be sent for review to multiple users by selecting the users from the available list.
+
'''Contract Type Changes'''
  
−
'''Note:''' If a user wants to view or edit a contract record, they will still have to double-click the contract record which will open the contract Details page in Salesforce.&nbsp;
+
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:
  
−
&nbsp;
+
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
  
−
<span style="color:#008000;">'''537774 – Ability to create contracts based on Opportunity or Quote'''</span>
+
These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
  
−
Previously, users could only manage contracts using the Icertis Experience for Salesforce. They did not have the option to automatically initiate a contract based on an Opportunity or Quote status.&nbsp;
+
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
  
−
With this release, the contract creation process has been automated based on opportunity or quote status, will increase the productivity of sales users.<br/> Sales Admin users can now:
+
[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
  
−
*Configure the opportunity or quote status which can automatically trigger the contract creation.  
+
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]]
−
*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.  
+
−
*Define the Type of Paper to be used as Own or Third Party.  
+
−
*Configure automated contract creation or manual contract creation by creating a task for the opportunity (for which a contract needs to be created).&nbsp;
+
−
**If there is a task to manually create a contract, Sales users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created i.e. follow the same steps as above.
+
−
**For auto creation of contracts, the ICM for Salesforce will determine the dependencies for the contract. For example, if the opportunity is for an extension, the existing master agreement for the account will be identified and an appropriate contract type such as an order form will be selected and associated with it. 
+
  
−
Additionally, Salesforce users will receive a Task and/or Chatter notification whenever a contract is automatically created.
+
'''Notifications'''
  
−
&nbsp;
+
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:
  
−
<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span>
+
*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.
  
−
As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed. However, when ICM is set up on non-production environments, these emails need to be redirected (or overridden) so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose.
+
'''Default Column Search Changes'''
  
−
<br/>  <br/> <span style="color:#008000;">'''574458 – ICM task integration to Salesforce tasks'''</span>
+
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.
  
−
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself. However, they could not manage ICM tasks from within Salesforce. &nbsp;
+
Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
  
−
With this release, ICM users can now:&nbsp;
+
'''Reports'''
  
−
*Manage ICM tasks from within Salesforce. The tasks created in ICM are pushed to Salesforce that allows to view the summary of the tasks with the attributes such as Task Name, Status, Priority, Due Date. &nbsp;
+
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
−
*View the task details after it is available in Salesforce.&nbsp;
+
−
*Configure ICM task integration with Salesforce. &nbsp;  
+
  
−
&nbsp;
+
With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
−
 
+
−
== ICM Platform Tools ==
+
−
 
+
−
<span style="color:#008000;">'''588361 – PToP support for ICM'''</span>
+
−
 
+
−
The 7.11 release, some enhancements were made to the Promote To Production (PToP) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some validations in the PToP engine, and an improved user interface to provide support to PToP and DevOps teams.
+
−
 
+
−
With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.
+
  
−
'''Note:''' UI changes on contract type, rule set, notification template are not included.
+
[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
  
 
&nbsp;
 
&nbsp;
 +
</div>
 +
== Partner Enablement ==
  
−
<span style="color:#008000;">'''561717 – PToP support for Daimler'''</span>
+
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
  
−
With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments.
+
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.
  
−
This functionality:
+
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
  
−
*Provides AWS Support for File Copy in Auto PToP tool.
+
*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.  
−
*Supports for movement of Security Group, User Group and Rule.&nbsp;
+
−
*Gets the list of entities for which ES Sync has failed when ES Sync is not successful.
+
−
*Provides upfront validation for Source and Target DB version mismatch before actual P2P validation process starts.
+
−
*Gives an option to enable DB, ES and Store backup before PToP starts which is helpful for complex PToP.
+
−
*Gives a validation error if the same entity is added multiple times, so that PToP does not fail.  
+
−
*Supports saved searches.
+
−
*Supports User groups, Security Groups and Org Groups (which is done through manual PToP in Daimler).
+
−
*Supports terminated clauses and templates. This is required when a user makes a mistake, for example in language, and this already has been pushed to production.
+
−
*Provides validations of PToP task using a small tool in Daimler to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICM, etc. This is checked through VBA script). Also, users may need to manually verify Is Latest which may be in an issue in environments.  
+
  
−
'''Note:''' Customers using ICM version before 7.12 need to upgrade to use this feature.<br/> &nbsp;
+
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.
  
−
== Technical Requirements for Release 7.12 ==
+
*'''Self-Serve Tools''': Updated to the 7.16 release.
  
−
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:
+
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.
  
−
[[File:7.11 Release Notes Technical Requirements 001.png|720px|7.11 Release Notes Technical Requirements 001.png]]
+
&nbsp;
  
−
[[File:7.11 Release Notes Technical Requirements 2.png|720px|7.11 Release Notes Technical Requirements 2.png]]
+
== Technical Requirements for Release 7.16 ==
  
−
[[File:7.11 Release Notes Technical Requirements 03.png|720px|7.11 Release Notes Technical Requirements 03.png]]
+
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 ==
  
−
[[File:7.11 Release Notes Technical Requirements 4.png|720px|7.11 Release Notes Technical Requirements 4.png]]<br/> [[File:7.11 Release Notes Technical Requirements 05.png|720px|7.11 Release Notes Technical Requirements 05.png]]
+
This section includes some issues that we are aware of and plan to resolve at the earliest:
 +
<div class="image-green-border">[[File:7.16 RN SS 32.PNG|720px|7.16 RN SS 32.PNG]]</div>  
 +
&nbsp;
  
 
&nbsp;
 
&nbsp;
−
 
−
== Known Issues for Release 7.12 ==
 
  
 
&nbsp;
 
&nbsp;
 +
 +
'''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:

7.16 RN SS 21.PNG
 
Seeded Attribute Changes

These seeded attributes have been introduced with this release:
7.16 RN SS 22a.PNG

7.16 RN SS 22b.PNG

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New Rules

The following new Obligation Rules have been added in this release:
7.16 RN SS 24.PNG

Notifications

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

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

Default Column Search Changes

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

Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the  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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