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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;">'''Icertis Business&nbsp;Applications'''</span>
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>  
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**'''''ICM Mobile App Updates'''''
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***Supporting Microsoft Intune Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management
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***Pre-configuring the system URL so that users do not need to enter it every time.   
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*<span style="color:#008000;">'''Enhancements to the ICM Application'''</span>  
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**'''''User Experience'''''  
 
**'''''User Experience'''''  
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***Revamping the ICM search relevance and functionality on the Home and Advanced Search pages such that higher relevance records are displayed sequentially.  
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***Enabling users to create associations from directly within the contract request creation wizard. File-drag-and-drop functionality is also enabled while creating associations within agreement creation wizard to reduce the number of clicks required and save time.&nbsp;
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***Improving user experience by more logically grouping actions that can be taken on an entity and allowing relevant popup windows to be resized.  
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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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***Enabling search for extended template attributes on the global search, advanced search and template index page.   
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***Improving the Legacy Upload tool for a better User experience and reduced manual intervention with auto generation of workbook, support for peer associations, linkage type and sub folder structure and various other related improvements.&nbsp;
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***Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language. &nbsp; &nbsp;
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***Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference.&nbsp;
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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***Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
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***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
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***Improving the ICI out of office delegation functionality to support multi-level and conditional delegations with the sequencing capability to create complex delegation structures and help users manage tasks more efficiently.  
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***Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
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***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
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***Allowing users to configure a file selection attribute as read-only on the UI using attribute property and have more control over the file access, further safeguarding uploaded documents.
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***Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users.   
 
**'''''Workflow Enhancements'''''  
 
**'''''Workflow Enhancements'''''  
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***Adding a generic virus scan framework that can be used to implement other virus scanning software to help scan files for any malware and protect ICM against a wide variety of threats.
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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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***Introducing the Click to Sign process allowing signatories to preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;
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***Providing the capability to copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied, thus considerably reducing time and effort required to create individual commitments.
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***Allowing users to attach predefined standard documents automatically to associations based on defined event rules. Users can now also download all the associated documents of an agreement or amendment in the expired state.&nbsp;
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***Providing the ability to copy exiting agreement from the agreement index page instead of navigating to the individual agreement details page.
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***Providing the ability to auto-attach associations in the agreement based on event rules.
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***Excluding auto-attached associations in an existing agreement from being copied into the newly created agreement.
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***Introducing an entity to extend attributes to add more attributes to clauses to be able to capture more granular level details related to the clause.
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***Allowing users to create line items with extended attributes or associated document attributes based on the template selection and export/import through Microsoft Excel into ICM.
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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.
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***Allowing users to create an agreement with the latest approved version while using the copy agreement functionality.
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***Enhancing commitments functionality with an option to send reminder notifications manually as and when required. The notifications can be customized and sent for individual or bulk commitments.
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***Provisioning contract authors to preview clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created, thus helping users to make informed decisions before actually creating a new version of agreement.
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***Extending support for agreement actions such as Compare Documents, Compare Clause Changes and Broadcast that can also be controlled based on the user role, thus improving the overall access control for a user.&nbsp;
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***Enhancing the capability of flexible contract type extensions and improving usability.
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***Allowing users to define a custom agreement code to reference the peer and parent-child contract type at the time of creating associations for that agreement contract type. This will help track child and peer entities back to the parent especially in cases like RFx where there may be multiple line items which need to be traced back.
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***Enhancing the functionality of attaching associations to agreement entities by allowing users to define the type of relationship (association) as parent, child, or peer.
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***Simplifying the bulk association configuration process by providing a flag at contract type definition level which triggers a set of defaults to considerably improve performance. 
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**'''''User Role Enhancements'''''
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***Providing Administrators the ability to choose to add global favorites to the entity details page. They can now set different default favorites for different entities for their users thus allowing them to easily identify the actions that need to be taken and access relevant information from within the entity, rather than at the index page level.
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***Establishing the differentiation between internal reviewer and external reviewer along with respective role-action mapping. &nbsp;
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***Providing users the capability to define new roles and control access by specifying privileges.&nbsp;
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***Providing support to copy team role from contract request, agreement or amendment to its peer associations. 
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**'''''Localization Enhancements'''''
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***Providing localization support for clauses into templates to enable users to configure templates and create localized agreements. Users can also configure any rule type as all rules now have localization support and trigger rules for localized masterdata attributes.
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***Enhancing the functionality of Associations added as tables with localization of table headers.&nbsp;      
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*<span style="color:#008000;">'''Enhancements to ICM API 2.0'''</span>
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&nbsp;
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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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*<span style="color:#800080;">'''Mobile App Enhancements'''</span>  
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**Improving Icertis Experience for Word by merging NegotiateAI and Icertis Experience for Word (previously known as Scribe) to provide a seamless user experience.
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**Updating the theme color as per new Icertis branding.   
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**Introducing a new logo for Icertis Experience for Word.  
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**Providing users the ability to take workflow actions such as Send for Approval, Approve, Reject, and Recall from Icertis Experience for Word itself, instead of navigating to ICM Web.
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**Highlighting the deviated clauses in the latest version of the agreement within 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 and get a consolidated view of the changes done in clauses, attributes, amendments and other entities, thus enabling them to track progress in one go.
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**Introducing the capability to view discovered attributes, clauses and so on, alongside the original document after completion of discovery process.
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**Improving the accuracy in the attributes and clause discovery process by more than 15% along with inbuilt support to identify additional types of obligations in the ObligationAI model.
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**Improving discovery performance for large agreement documents by over 500% as well as supporting simultaneous processing of multiple documents.
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**Extending support for user-created attributes in Natural Language Processing (NLP) search query    
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*<span style="color:#008000;">'''Enhancements to Reports'''</span>
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&nbsp;
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**Configuring core SSRS and Power BI reports to include contract types classified as Contracting business application type.
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**Providing the ability to add datasets for associated documents in Power BI for obligation and management.
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**Extending support for Service Principal Authentication method to authenticate Power BI resources for advanced analytics.
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**Allowing users to segregate data for sourcing and contracting by providing a Business Application Type field.
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**Providing the ability to define sub-roles for the approver role in Detailed Report, User Profiling Report and Agreements Pending Approval Report. 
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*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>  
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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>  
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**Enhancing generic integration framework to support contract requests, associations, amendments.  
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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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**Extending file-based integration support for JSON file format and Blob connectors.
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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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**Enhancing Salesforce experience by providing users the ability to take request review and upload document actions from within the Salesforce grid. Also, Salesforce users now have the flexibility to manage ICM tasks from within Salesforce as well as configure auto-creation of contracts.
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**Announcing deprecated APIs and their provisioned alternatives. &nbsp;   
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**Enhancing adaptability by making it possible to implement and integrate any electronic signature provider based on customer requirements.&nbsp;
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**Integrating with the new Namirial eSignAnyWhere platform to send agreements electronically for signatures to internal and external signatories.&nbsp;  
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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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**Enabling electronic seal tags in templates for signing agreement documents using DocuSign.
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**Integrating with Whatfix allowing ICM users to quickly ramp up on ICM UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.    
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*<span style="color:#008000;">'''Introducing ICM Platform Tools'''</span>
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&nbsp;
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**Enhancing support for the Promote to Production (PToP) tool to promote ICM configurations or modifications that are made 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 using the PToP tool. 
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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 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 Artificial Intelligence Applications'''</span>
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**Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.  
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**Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.  
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**Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
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**Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards.  
  
 
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&nbsp;
  
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== Icertis Business Applications – ICM Mobile App Updates ==
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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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'''<span style="color:#008000;">629922/635972&nbsp;– ICM mobile application management support for Microsoft Intune</span>'''<br/> In our effort to consistently improve user experience and ensure the security of our users, ICM has extended support for Microsoft Intune in our Mobile Application Management (MAM).&nbsp;
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&nbsp;
  
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Our employees, customers and partners use mobile devices for personal and professional tasks. While ensuring productivity, we also want to prevent data loss, both - intentional and unintentional. The MAM app protection policies allow users to manage and protect their organization's data within an application.
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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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The ICM Mobile App which is available in the App/Play Store does not cater to the Intune capability.&nbsp;
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&nbsp;
  
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Microsoft Intune is a scalable cloud service architecture that leverages cloud for insights and baselines for our security policies and configuration settings. It helps safeguard data that is not managed by ICM and used by employees, customers or partners to access work files.
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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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The key benefits of making ICM MS Intune-compatible include:&nbsp;&nbsp; &nbsp;
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&nbsp;
  
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*Protecting company data at the App level, for both – managed and unmanaged devices, as the management is based on user identity.
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>
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*Ensuring App layer protections are in place. For example:&nbsp;  
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**Sourcing
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**Entering a pin to open the App in work context
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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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**Controlling the sharing of data between Apps
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**Risk Management  
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**Preventing the saving of company App data to a personal storage location    
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***Certifying the ICI Risk Management application to work with the 7.16 release. 
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*Supporting Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management. For example:
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**Obligation Management
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**Entering a pin to access the device
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***Introducing the Obligation Library, providing users the ability to automatically create obligations.    
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**Deploying managed apps to the device
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**Deploying apps to devices through your MDM solution 
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*Using App protection policies, with or without MDM, at the same time. For example, you may choose to use a company issued phone with both – MDM and App protection policies, whereas, a personal phone may be protected by only the App protection policies.
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*Applying a MAM policy to the user without setting the device state. The user will get the MAM policy on both - the BYOD (bring-your-own-devices) and the Intune-managed device. You can also apply the MAM policy based on the managed state.  
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'''Note:''' The policies do not apply when using the App in personal context and does not affect end-user productivity.&nbsp;
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&nbsp;
  
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ICM Administrators can configure the ICM mobile application as a managed App using Intune configuration policies. To avail the benefits of Intune MAM settings, users have to download the ICM application from the Intune store set by the ICM Administrator and set company portal policies on their mobile phones.
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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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Administrators can now:
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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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*Enroll the device in Microsoft Intune.
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*Configure the access privileges for users and user groups for ICM Mobile application using Microsoft Intune policies.
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*Pre-configure the system URL so that users do not need to enter it every time.
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*Manage and protect organization's data within an application.<br/> &nbsp;  
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== ICM Application Enhancements ==
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<span style="color:#008000;">'''571054 – Ability to add global favorites to entity details page'''</span>
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ICM Administrators &nbsp;can already set default favorites so that specific users &nbsp;can access relevant information targeted for them using global favorites. These global favorites are added to the Index page corresponding to the selected entity.&nbsp;
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
  
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With this release, this functionality is further enhanced so that Administrators can choose to add global favorites to the Entity Details page. &nbsp;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 identify the actions that need to be taken. At the entity level, it helps users access relevant information from within an entity, rather than at the Index page &nbsp;(outside the entity).
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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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ICM Administrators can now:
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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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*Choose to add global favorites to Entity Details page for specific users to view them in the associated parent or peer entity's Details page.&nbsp;  
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*Have global favorites added by default to the corresponding selected entity's Index page.
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*Add a particular global favorite to both – Index page and Entity Details page.
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<div class="image-green-border">[[File:7.12 Global Favorites 1.4.png|720px|7.12 Global Favorites 1.4.png]]</div>  
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'''Note:&nbsp;'''
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*A maximum of 4 global favorites are displayed to the user based on the security groups permissions.
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*The global favorites will always be appended at the end for a user per entity type.  
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*If 4 favorites for an entity already exist, then the global favorite is added at the bottom of the saved search drop-down.  
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'''<span style="color:#008000;">625385 – Displaying search results by relevance</span>'''
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</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.
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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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Users can now view relevant records on the very first page of the results. The results are displayed in the descending order of relevance to the term or keyword entered by the user in the search box.&nbsp;<br/> <br/> With this release:
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&nbsp;
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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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*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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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
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*The top 10 most relevant search results will be displayed in the drop-down on the Home page, along with a View All Results link which redirects the user to the results details page for a more comprehensive view.
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*Search results are made more meaningful to the user by displaying whether the keywords/terms have been found in full text or attributes.
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*Entered keywords/terms are highlighted in the search results to provide the user with a context.
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*The occurrence of the search term is matched against both – the document as well as attributes of a record, giving more options to the user.
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*Hovering over the results displays details such as Created By, Created Date and Status about the entity. The details to be displayed can be changed through a technical configuration.<br/> &nbsp;
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'''Note''':
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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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*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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*Enhanced the User Interface for better usability and self operation mode.
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*On the Home page, clicking the Search icon without entering a search criterion directs the user to the Advanced Search page. The results here are sorted as per the last modified time, however the sorting drop-down displays the text Relevance by default.<br/> &nbsp;  
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*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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<div class="image-green-border">[[File:7.12 Search 1.png|720px|7.12 Search 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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*Enabled single-click self-generation of workbook to reduce the number of steps in the process.  
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<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</span>
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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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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.&nbsp;
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&nbsp;
  
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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;<br/> &nbsp;
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'''<span style="color:#800080;">817886 – Enhancing dual language template capability in ICI</span>'''
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<div class="image-green-border">[[File:551111 Grouping of actions on index page.jpeg|720px|551111 Grouping of actions on index page.jpeg]]</div>  
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<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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'''<span style="color:#008000;">568718 – Additional Click to Sign signature option available for agreements</span>'''<br/> 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;
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<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
  
−
If the signatory checks the box accompanying the footnote in the Preview window, and accepts the terms and conditions in the agreement, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option of rejecting to sign the agreement, with the agreement going back to the Draft state.&nbsp;
+
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:
  
−
ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute to make this signature flow available for contracts of that type.&nbsp;
+
*Status and Business Status
−
<div class="image-green-border">[[File:568718 Additional Click to Sign signature option available for agreements.png|720px|568718 Additional Click to Sign signature option available for agreements.png]]</div>  
+
*Type of paper
 +
*Signature Type and Signature Sequence
 +
*Contract Type Choice and Multi-choice attributes
 +
*Contract Type Description
 +
*Search and default text&nbsp;
 +
*Notification Category and Events on Notifications Dashboard
 +
<div class="image-green-border"><br/> Administrators can enter the translated values for these elements in the local language using ICI’s “Translations Editor” tool.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 03.png|720px|7.16 RN SS 03.png]]&nbsp;</div> <div class="image-green-border"><br/> Business users can see localized values as per their preferred language settings.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 04.png|720px|7.16 RN SS 04.png]]&nbsp;</div> <div class="image-green-border"><br/> The UI elements will be displayed in English if there are no local values available in the system for that specific element.</div>  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span>
+
<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</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.
+
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="image-green-border">[[File:7.12 Copy Commitment RN.png|720px|7.12 Copy Commitment RN.png]]</div>  
+
<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;">'''572764 – Ability to scan files for viruses when uploading to ICM'''</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>  
−
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 by a popup window during the creation flow if any malicious content found during the scan.&nbsp;
+
−
 
+
−
Users can now:
+
−
 
+
−
*Scan all supported file formats by default during upload.
+
−
*Scan files in bulk.
+
−
 
+
−
File scanning while uploading through Word and Excel plugins is handled through API.
+
−
<div class="image-green-border">[[File:7.12 Virus scan 2.png|720px|7.12 Virus scan 2.png]]</div>  
+
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</span>
+
<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
  
−
As part of the RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time-consuming process.
+
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;
  
−
This process is now simplified by allowing users to attach predefined standard documents automatically to associations based on defined event rules.
+
*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.  
  
−
Users can now:
+
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.
−
 
+
−
*Maintain a repository of standard documents in masterdata.
+
−
*Define the mapping between associations for auto-attachments for agreements.
+
−
*Define rules and saved search to trigger the auto-attachment process for associations.  
+
−
*Bifurcate auto-attachments from manual attachments when copying an agreement.
+
−
 
+
−
'''Note: '''This is applicable for agreements and amendments.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
+
<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
−
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;
+
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;
−
<div class="image-green-border">[[File:7.12 Download All 3.3.png|720px|7.12 Download All 3.3.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
+
*Set multi-level auto delegations&nbsp;
 +
*Set conditional delegations
 +
*Reorder delegation sequence
 +
<div class="image-green-border">Utilizing these capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.<br/> Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.<br/> Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.<br/> While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 06.png|720px|7.16 RN SS 06.png]]&nbsp;</div> <div class="image-green-border"><br/> The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.<br/> Users can view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.<br/> These enhancements are automatically available with the upgrade and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#800080;">'''789103 – Enhancements to Extended User Entity to support lookup filtering'''</span>
  
−
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;This capability is now also provided for expired agreements and amendments. This considerably improves usability as users no longer need to navigate to the respective Association tab to download the required documents one by one.&nbsp;
+
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:
−
 
+
−
The Administrator can define access permissions so that the Download All button is available for authorized users allowing them to easily download all the associated documents of agreements and amendments for reference.&nbsp;<br/>  
+
−
 
+
−
<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span><br/> Earlier in ICM, templates had only predefined metadata such as Name, Clause Code, Clause Group, and so on.&nbsp;
+
−
 
+
−
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.
+
−
 
+
−
Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and faceted search on the template index page.
+
  
 +
*Enabling multi filter Lookup for contract request and user datatype.&nbsp;
 +
*Filtering user type attributes as per Extended User Entity details.&nbsp;
 +
*Managing external users through Extended User Entity.
 +
*Migrating existing users to the Extended User Entity through script as a part of upgrade.&nbsp;
 +
<div class="note-box">'''Note''': The necessary user details must be added to the Extended User Entity masterdata through technical configuration in order to migrate the user data.</div>
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">569901 – Ability to resize popup windows</span>'''<br/> Previously, popup windows within ICM had a fixed size and were static, which enabled users to only view information displayed on the popup.
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
  
−
Users can now resize and drag User Selection (Grid View), Lookup and Add Association popup windows. This enables them to get a context of their location in ICM and the content behind the window. Additionally, user-experience is enhanced for smaller popups as they can be expanded on bigger screens.
+
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"><br/> [[File:7.12 UX 2.png|720px|7.12 UX 2.png]]</div>  
+
<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;">572756 – Ability to exclude auto-attached documents from the copied association</span>'''
+
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
  
−
ICM allows attaching standard documents from the masterdata repository as associations to the agreement based on the defined event rule on the agreement.
+
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:
  
−
When a user copies the agreement with auto-attached associations, system excludes all auto attached associations from being copied to the new agreement. The auto-attached associations won’t be displayed on the ''Copy Record ''window. The resulting agreement will have the selected manual associations and its own auto-attached associations as per the configured rules. This avoids the unnecessary upload of files into the ICM repository and duplication of association records on copied agreement as it will have its own auto-attached documents.
+
*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.
−
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;
+
*Define the mapping between agreements and associated documents for auto-attachments.
 +
*Define rules and saved search to trigger the auto-attachment process for associations.
 +
*Update associations according to the modifications in the corresponding masterdata.
 +
<div class="note-box">'''Note''': The auto-associations functionality supports only parent child type associations.&nbsp;</div>
 +
The auto-attachment of associations is enabled through technical configuration.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span>
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
Earlier in ICM, if the language preference was English and the user created an agreement using a French language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be French , but the association table header (title) would be in English.&nbsp;
+
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.
  
−
This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in French.
 
−
<div class="image-green-border">[[File:7.12 Associations content localization 11.png|720px|7.12 Associations content localization 11.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</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>
 +
*For rule-based clauses with or without page break.
 +
*For agreements, amendments, associations and assignments.
 +
*In the “Show Comparison” window on the entity details page.
 +
*For Word online editing of documents.&nbsp;
 +
<div class="image-green-border">The clause comments will be displayed for clauses, tagged and assembled in agreements, with no further configuration required.</div> <div class="image-green-border">&nbsp;</div>
 +
== Mobile App Enhancement Details ==
  
−
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 this option and add a user or user group as reviewer. &nbsp;
+
<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;
  
−
Previously, if the selected reviewer was an internal user, or a user group of internal users exclusively, then the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement details page. &nbsp; &nbsp;
+
== ICI API Enhancement Details&nbsp; ==
  
−
With this release:&nbsp;
+
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
*An internal user added as a reviewer will be displayed as internal reviewer.&nbsp;
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
−
*An external user added as a reviewer will continue to be displayed as external reviewer.&nbsp;
+
−
*User group containing all internal users are displayed as internal reviewer and user group with external users are displayed as external reviewer.
+
−
*Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;  
+
  
−
'''Note: '''This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.
+
*Add a team member to the association&nbsp;
−
<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>
+
*Get a team of association&nbsp;
−
'''Note:''' This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.
+
*Remove team member from the association&nbsp;
 +
*Get available actions for associations&nbsp;
 +
*Trigger actions for associations &nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">568773 – Ability to create and send agreements for approval during bulk creation&nbsp;</span>'''<br/> 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 had to configure a saved search and perform bulk action on it.
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</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;A choice-type attribute ''Target Workflow Action'' has been added in the existing bulk configuration masterdata contract type. Administrators can now specify whether bulk created agreements should be sent for approval or not.&nbsp;
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
  
−
When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement&nbsp;:&nbsp;
+
*Contract Request&nbsp;  
 +
*Agreement&nbsp;  
 +
*Masterdata&nbsp;
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
*Approvers get added to the agreement’s team based on the configured rules.  
+
'''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;
−
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
+
−
*If no approver is present in the agreement’s team, the agreement will be approved automatically and its status will be updated as Approved.  
+
  
−
By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality. Users can also decide whether the templates for bulk created agreements would be different or same as the model agreement during the bulk creation process.&nbsp;
+
&nbsp;
  
−
A boolean attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
  
−
*When Enable Template ReEvaluation attribute flag is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be different or same as the model agreement depending on the configured rules.&nbsp;
+
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.
−
*When the Enable Template ReEvaluation flag is set to No, the template used for bulk created and model agreements will be the same.  
+
  
−
Any Template Selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.<br/> &nbsp;
 
−
 
−
<span style="color:#008000;">'''550187 – Provision to send notifications for commitments'''</span><br/> ICM has the provision to track the milestones in an agreement with the commitment functionality.&nbsp;
 
−
<div class="image-green-border">With this release, users can now send notifications for commitments manually using the Send Notification option, as required. Users can also customize the notification and send for individual commitment or in bulk.<br/> [[File:550187 Provision to send notifications for commitments.png|720px|550187 Provision to send notifications for commitments.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span><br/> With this release, the access control for Agreements and Amendments has been extended to control additional agreement level tasks and actions based on the user role.
+
=== API Deprecation Details ===
  
−
Users can control:
+
With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated.&nbsp;<br/> Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.
 +
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>
 +
&nbsp;
  
−
*The agreement actions such as Compare Documents, Compare Clause Changes, Broadcast, and so on.
+
&nbsp;
−
*Creation and disassociation of associated documents from an agreement.&nbsp;  
+
−
*Linking and disassociation of peer associations from an agreement.
+
  
−
'''Note:''' The visibility of the individual reports available on the agreement details page through technical configuration.<br/> &nbsp;
+
== AI Applications Enhancement&nbsp;Details ==
  
−
<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</span>
+
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
  
−
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 so that users can perform the copy action without having to navigate into the individual agreement details page.
+
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.
  
−
Authorized users can now click the Copy Record icon on the agreement index page to copy it for creating a similar agreement.&nbsp;
+
With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;
  
−
Along with the agreement, users now also have the ability to select any associated documents (parent-child or peer associations), commitments or obligations to be copied; where the Allow Copy with Association attribute flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.
+
With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.
−
<div class="image-green-border">[[File:7.12 Copy from Index 6.png|720px|7.12 Copy from Index 6.png]]</div> <div class="image-green-border">&nbsp;</div>
+
−
<span style="color:#008000;">'''551116 – Support for extended clause metadata'''</span>
+
−
 
+
−
Previously, ICM had limited capability to capture additional attributes as part of clause creation.
+
−
 
+
−
With this release, an entity to extend attributes is introduced to add more attributes to clauses which will be useful in capturing more granular level details related to the clause.
+
  
 
Users can now:
 
Users can now:
  
−
•&nbsp;&nbsp; &nbsp;Create masterdata contract types with additional clause attributes.<br/> •&nbsp;&nbsp; &nbsp;View extended clauses attributes in the clause creation wizard.<br/> •&nbsp;&nbsp; &nbsp;Configure clause assembly rules using extended clause attributes.<br/> &nbsp;
+
'''1. Define own AI Model – &nbsp;'''
  
−
<span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</span>
+
*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>
  
−
Previously, ICM provided support to copy team role from a contract request, agreement and its amendment to its parent-child association. With this release, the support is being extended to copy team role from a contract request, agreement or amendment to its peer associations.
+
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.
  
−
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.
+
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
−
 
+
−
Administrators can now:
+
−
 
+
−
*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.
+
−
*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;">'''574611 – Ability to preview clause approvers on agreement modification'''</span>
+
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
  
−
With this release, contract authors will now be able to preview the list of clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created.&nbsp;
+
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
  
−
The modifications can also be viewed on the Content Control Differences window, thus helping users to make informed decisions before actually creating a new version of agreement.
+
It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.
−
<div class="image-green-border">[[File:574611 Ability to preview clause approvers on agreement modification.png|720px|574611 Ability to preview clause approvers on agreement modification.png]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>
+
These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.
−
 
+
−
ICM provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these&nbsp;extended attributes&nbsp;to agreements and associated documents.
+
−
 
+
−
With this release, many ICM capabilities will now support the extension attributes in the same way as normal attributes.
+
−
 
+
−
Users can now:
+
  
−
*Configure conditional&nbsp;attributes,&nbsp;tracking&nbsp;attributes,&nbsp;computations&nbsp;(enable expressions)&nbsp;to use as&nbsp;extended&nbsp;attributes.
+
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
−
*Save extension attributes selection as a template for reuse.
+
−
*Control access privileges&nbsp;for&nbsp;extended&nbsp;attributes based on the user role.
+
−
*Maintain audits for the&nbsp;extended&nbsp;attributes.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''551122 – Localization support for clauses into templates'''</span>
+
== Reports Enhancement Details ==
  
−
Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, users had to create multiple templates to be able to create agreements in different languages.
+
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
  
−
With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template with localized clauses that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
+
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.
−
 
+
−
&nbsp;
+
  
−
<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span><br/> Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in User Preference. If the attribute had a lookup with a localized value, its rule would not get triggered as the rule was supported only in English.
+
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
  
−
With this release, users will be able to:
+
*Agreements Pending Approval Report
 +
*Agreements Pending Execution Report
 +
*Expired Agreements Report
 +
*Expiring Agreements Report
 +
*Signature Type Report
 +
*User Login Report
  
−
*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on the create/edit page.&nbsp;
+
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.
−
*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.&nbsp;
+
−
*Configure any rule type as all rules now have localization support.
+
−
*Evaluation of localized values will be supported for all rule types given that the rule is configured in the English language.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''551105 – Ability to define nomenclature for Association Agreement Code for Peer and child entity'''</span>
+
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
  
−
Previously in ICM, tracking individual associated records such as line items, rounds and awards back to their related RFQ was tedious.
+
Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved.&nbsp;
  
−
With this release, ICM provides a capability to define a custom agreement code with reference to the peer and parent-child contract type at the time of creating associations for that agreement contract type.
+
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;
  
−
Users can now:
+
With the introduction of the new backend script, ICI now allows:
−
 
+
−
*Set a boolean attribute to define the custom nomenclature for the selected association contract type which can be either peer or parent-child.&nbsp;
+
−
*Define the separator for the association agreement code with available options.&nbsp;
+
−
*Define the parameters for the association agreement code from the available selection attributes such as parent attribute, selected association attributes and agreement code suffix.<br/> &nbsp;
+
−
<div class="image-green-border">[[File:7.12 Custom Agreement Code 3.png|720px|7.12 Custom Agreement Code 3.png]]</div>
+
−
'''Note:''' Users will be redirected to the ''Create Agreement ''wizard while creating associations for the agreement contract type that has custom nomenclature enabled.
+
  
 +
*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;">'''550193 – Extended number of records while adding a table as an association'''</span>
+
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
  
−
ICM supports adding associations to an agreement in various forms, such as documents and tables.
+
The ICI platform is widely used to manage contracts across the globe. Hence, adapting existing products to new markets through translation and localization management is key for global business growth. In this view, localization support is now being enhanced in reports.
  
−
With this release, ICM has now extended support to 200 records that can be assembled in an Association tagged as a table.
+
Localization has now been enabled for the following attributes:
  
−
&nbsp;
+
*Type of Paper (Own/Third Party)
 +
*Signature Type (Electronic Signature/Manual Signature)
 +
*Signature Sequence (External First/Internal First)
 +
*Choice/multi-choice attributes&nbsp;  
 +
*Status/Business Status (for example, Clause status, Amendment status, and so on)
  
−
<span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</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 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 or child associations.
 
−
<div class="image-green-border">[[File:7.12 Linkage Type 10.png|720px|7.12 Linkage Type 10.png]]</div>
 
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>
 
−
 
−
ICM now provides the capability to define new roles for agreements, amendments and associated documents as per business requirements and control their access using existing ICM functionalities (such as Role Action Mapping, Attribute Group Privileges and Security Groups).
 
−
 
−
'''Note:''' Custom roles do not support the workflow actions dependent upon other action requests (For example, workflow actions ''Approve'' and ''Reject'' for ''Send'' ''for'' ''Approval ''action).
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>
+
== Integration Enhancement Details ==
  
−
Previously in ICM, the existing agreement’s template version was used to create a copy during ''Copy Record'' process even if the updated latest template was available in the system.
+
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
  
−
With this release, the source agreement’s latest approved template will be selected by default to create the copy.
+
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;
  
−
&nbsp;
+
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
  
−
'''<span style="color:#008000;">547854 – Ability to implement bulk association to support large volume data of associations</span>'''<br/> The bulk associations capability has enabled ICM to handle large number of associations in the tune of thousands, by presenting itself as a lightweight association as well as tremendously improving performance.&nbsp;
 
−
 
−
The bulk association configuration has now been simplified by providing a Enable Bulk Processing flag at contract type definition level which triggers a set of defaults that has been intentionally restricted. The end user experience for the bulk association has not changed from the way that the conventional association is handled from the UI, rather the underlying data structure has been further enhanced to make it go the distance.&nbsp;
 
−
 
−
Performance has been the key while introducing and designing this new association, which has given way to the new type of instance, namely the Proxy Instance, which is retrieved in every GET call. The actual instances are referred by using this proxy instance, thereby reducing the load on the GET APIs. Specialized GET and SET APIs have also been introduced for bulk associations to improve its adaptability and ease-of-use.
 
−
 
−
Bulk associations have very effectively consumed the Elastic Search Bulk API to sync a large set of data at one go, rather than the traditional way of one instance at a time, adding to the boost in performance.
 
−
 
−
Bulk association is tweaked to be able to address the large data situation that Sourcing apps require, including:
 
−
 
−
*Disabling the workflow.&nbsp;
 
−
*Restricting the system associations to just team.&nbsp;
 
−
*Restricting document assembly.&nbsp;
 
−
*Simplifying the association team by maintaining team at proxy level to use access level as ALL or NONE, using a layer over the existing robust ICM authorization.&nbsp;
 
−
*Restricting indexing of bulk associations attributes in the parent, which can be achieved through a technical configuration.&nbsp;
 
−
<div class="image-green-border">[[File:547854 Ability to implement bulk association to support large volume data of associations.png|720px|547854 Ability to implement bulk association to support large volume data of associations]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''609753 – Enabling FIPS (Federal Information Processing Standards) compliance in ICM'''</span>
+
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
  
−
With this release, ICM has enabled support for FIPS compliant encryption algorithms.
+
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
  
−
&nbsp;
+
ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.
  
−
== ICM API Enhancements&nbsp; ==
+
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:
−
<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.
+
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;
  
−
These include:
+
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
−
 
+
−
*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,&nbsp;executing and deleting saved searches.  
+
  
 
&nbsp;
 
&nbsp;
−
</div>
 
−
== Enhancements to ICM Add-ins&nbsp; ==
 
  
−
<span style="color:#008000;">'''619841 – Introducing 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, two ICM Add-ins, NegotiateAI and Icertis Experience for Word, have been merged to provide users a seamless experience.&nbsp;<br/> Icertis Experience for Word can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;
+
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;
  
−
Using Icertis Experience for Word, it is now possible for:&nbsp;
+
The signatories can view and sign these associated documents, provided the signatory tags are added.
  
−
*ICM Administrators to configure and setup Icertis Experience for Word.&nbsp;
+
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.
−
*Users to work with templates, clauses and agreements.&nbsp;
+
−
*Users to perform different tasks such as creating, editing and deleting template variables. &nbsp;
+
−
*Users to 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 Icertis Experience for Word.&nbsp;
 
−
<div class="image-green-border">[[File:619841 Introducing the new and improved Icertis Experience for Word.png|720px|619841 Introducing the new and improved Icertis Experience for Word.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''487082 – Ability to perform agreement workflow actions from Icertis Experience for Word'''</span>
+
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
  
−
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement workflow related tasks, users had to switch to ICM Web.&nbsp;&nbsp;&nbsp;&nbsp;
+
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.
  
−
Now, users can directly perform agreement actions such as ''Send for Approval, Approve, Reject,'' and''Recall'' from Icertis Experience for Word itself, instead of navigating to ICM Web.
 
−
<div class="image-green-border">[[File:487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png|720px|487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
'''<span style="color:#008000;">571651 – Ability to view deviations in Icertis Experience for Word</span>'''
+
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
  
−
With this release, the deviated clauses will be highlighted in the latest version of the agreement within Icertis Experience for Word. Clause deviation details such as ''Status, Deviated by, Deviated on'' as well as a link to view the agreement in ICM are displayed.
+
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
−
<div class="image-green-border">[[File:571651 Ability to view deviations in Icertis Experience for Word.png|720px|571651 Ability to view deviations in Icertis Experience for Word.png]]</div>
+
−
== &nbsp; ==
+
  
−
== Enhancements to Artificial Intelligence Applications in ICM ==
+
The enhancements have been made in the following areas:
  
−
<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span>
+
*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;
  
−
510546 – Establishing a contract lineage using AI<br/> Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract.&nbsp;
 
−
 
−
ICM has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;<br/> <br/> Contract owners can now:&nbsp;
 
−
 
−
*Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.
 
−
*Get a consolidated view of changes by grouping them into weeks, months, quarters or years.
 
−
*View the previous and changed values of individual attributes, clauses, and so on.
 
−
*Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.
 
−
<div class="image-green-border">[[File:510546 Establishing a contract lineage using AI.png|720px|510546 Establishing a contract lineage using AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:510546 Establishing a contract lineage using AI2.png|720px|510546 Establishing a contract lineage using A2]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''575397 – Improved AI discovery model'''</span>
+
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
  
−
ICM’s existing discovery model discovers 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents.&nbsp;<br/> With this release, the process of discovering attributes and clauses has been improved to achieve better accuracy by training the in-built discovery model with a wide variety of agreements.&nbsp;
+
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;
  
−
The existing ObligationAI model has been enhanced to discover the obligations in a more robust and accurate manner.<br/> <br/> Key highlights of this feature are:&nbsp;
+
Configurators can now:
  
−
*The overall discovery accuracy of out-of-the-box attributes has been improved by more than 15%.
+
*Configure the generic integration framework to create and update user attributes; including extended user entity attributes.  
−
*With the enhanced model, the discovered values of out-of-the-box attributes such as payment terms, notice period for termination, auto renewal, evergreen agreement, compliance standard mentioned in agreement, contract value, etc. are near perfect.  
+
*Map users to Organization, Security Groups and User Groups during create/ update.  
−
*ObligationAI model is improved to identify following types of obligations out-of-the-box:
+
*Replace any user in ICI using the “Replace User” option.&nbsp;  
−
**Contract deliverables, compliance and audit, performance related obligations, project prerequisites and assumptions, incident management, contract governance, payouts and invoicing as well as contract termination.  
+
−
<div class="image-green-border">[[File:575399 UX revamp to display discovered entities and original document side-by-side.png|720px|575399 UX revamp to display discovered entities and original document side-by-side.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">602198 – Support for user created attributes in NLP search</span>'''</div>
+
−
In the previous release, the ICM AI-enabled mode of searching supported querying on system and seeded attributes using a spoken language statement.
+
−
 
+
−
With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “''contracts in region as EMEA''” would fetch the correct results even if “region” is a display name of a user defined attribute. In addition to this, NLP search is also enhanced to consider string operators such as “''starts with''” and “''contains''”, for example, “''contracts where supplier name starts with Adobe''”.<br/> &nbsp;
+
−
 
+
−
<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 readily view the progress of AI discovery within the agreement details page.
+
−
 
+
−
When the discovery for one of the entities is complete, contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, tables and obligations are displayed alongside the agreement document. On clicking any of the discovered entities, the system automatically scrolls to the page where that entity is present in the document.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''575455 – Improved discovery process performance and parallel processing of multiple documents'''</span>
+
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
  
−
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document sequentially. The time taken to complete the discovery of documents was also considerably high.
+
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, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time. Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.
+
Configurators can now:&nbsp;
  
−
The duration of document discovery has now been significantly reduced. On an average, the time taken to complete the discovery process of a typical contract has been improved by more than 100%. For very large contracts with 100+ pages, the discovery performance has been improved by over 500%.
+
*Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
 +
*Invoke hooks for custom logic execution.&nbsp;
 +
*Specify primary owners, secondary owners and team members during entity creation or updates.
 +
*Leverage support provided for FTP, SFTP, SSH and Azure Blob.  
  
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to Reports ==
+
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
  
−
<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>
+
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
  
−
ICM offers the functionality to classify ''Business Application Type/ Contracting'' agreement type at contract type level. With this release, core reports will be limited to ''Contracting'' business&nbsp;application type.
+
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.
−
<div class="image-green-border">[[File:7.12 Reporting 1.png|720px|7.12 Reporting 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+
−
Users with access to standard and insights reports will only be able to see data related to agreements with ''Contracting'' business application type. Thus, the reporting data would not contain any sourcing agreements.
+
  
−
This is applicable to the following reports - Agreement Clause Content Report, Agreement Deviation Report, Agreement Pending Approval Report, Agreement Pending Execution Report, Approved Request Waiting for Contract Creation Report, Average Agreement Turnaround Time Report, Clause Deviations Report, Clause Profiling Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreement Report, Expiring Agreement Report, Signature Type Report, Template Clause Report, Analytics Deviation Insights Report, Analytics Deviation Insights Report – KnowMore and Analytics Clause Insights Report.
 
−
 
−
Only contracting reports are shown in the ''Contract Type'' filter.
 
−
</div> <div class="image-green-border">
 
−
[[File:7.12 Reporting 2.png|720px|7.12 Reporting 2.png]]
 
−
</div>
 
 
&nbsp;
 
&nbsp;
−
 
−
<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>
+
== ICI Platform Tools Enhancement Details ==
  
−
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;
+
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
  
−
<br/> With this release, users have the option of slice and dice for viewing and narrowing down to the right type of obligations for any given context. Advanced analytics with Power BI is the ICM offering to let customers create and view custom reports. Users will now have Obligation Management application datasets for agreement, obligation and fulfillment entities in the Power BI data model as well.&nbsp;
+
With this release, the Promote to Production (P2P) framework has been enhanced:
  
−
With the additional data sets, users will be able to generate reports on Power BI such as for:
+
*To be able to promote configuration on different ICI patch versions for the same major release if no schema change. Configurators will now be able to promote configurations from lower minor versions to higher minor versions, and vice versa. For example, from 7.16.1.0 to 7.16.1.2 or from 7.16.2.0 to 7.16.1.0.&nbsp;
 +
*To notify all validation errors on ICI UI, along with email notification to configurators. The tool auto fixes all possible P2P validation errors, thereby reducing dependency on database team for resolution. For example, Duplicate contract type code found.
 +
*To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
 +
*To display P2P progress status in percentage to users on refresh.
 +
*To consolidate and list all post P2P activities to be performed offline.
  
−
*The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.
 
−
*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.
 
−
<div class="image-green-border">[[File:7.12 Reporting 3.png|720px|7.12 Reporting 3.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>
+
&nbsp;
  
−
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.
+
== Business Apps Enhancement Details ==
  
−
&nbsp;
+
=== ICI Sourcing Application ===
  
−
<span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span><br/> While creating reports, users with access to Advanced Analytics will now be able to see Business Application Type field in the agreement table of the Power BI data models.
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
  
−
Since the Create Report functionality is common to sourcing and contracting, this field allows users to segregate data for sourcing and contracting.
+
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
  
−
&nbsp;
+
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
  
−
<span style="color:#008000;">'''573000 – Sub-role included in User Profiling, Agreements Pending Approval and Detailed Reports'''</span><br/> 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;
+
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, the User Profiling Report, Agreements Pending Approval Report and Detailed Report have now been modified to display the approver sub-roles such as Contract Admin, Legal Approver, and so on.
+
  
 +
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;">573621 - Enhancement to reports processing error message</span>'''<br/> Previously, if 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.''
+
=== ICI Risk Management Application ===
  
−
Reports impacted include Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Analytics Clause Insights Report, Analytics Deviation Insights Know More Report, Analytics Deviation Insights Report, Approved Requests Waiting For Contract Creation Report, Attribute Information Report, Attribute Value Report, Average Agreement Turn Around Time Report, Clause Deviations Report, Clause Profiling Report, Clauses Pending Approval Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreements Report, Expiring Agreements Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
+
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#008000;">'''601540 - Deprecating Template Clause Report as dashboard KPI'''</span><br/> With this release, the Template Clause Report will only be accessible from the Reports tile. It has been deprecated as dashboard KPI as it only identified the average number of clauses per template across ICM and displayed a single number on the dashboard. The performance slowed down the dashboard loading process as the KPI involved calculation and aggregation of data.
 
  
 
&nbsp;
 
&nbsp;
  
−
== Integrations ==
+
=== ICI Obligation Management Application ===
  
−
<span style="color:#008000;">'''573373/573377/573379 – Generic Integration Framework to support contract requests, associations and amendments via ASB'''</span><br/> Previously, ICM supported a generic ASB adapter for inbound and outbound integration for agreements. With this release, support is provided for contract requests, associations and amendments.&nbsp;
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
  
−
Using an external application, users will now be able to:
+
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
  
−
*Create and update contract requests in ICM.
+
ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
−
*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.  
+
−
*Update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;
+
−
*Add and update team information for agreements and contract requests via ASB.
+
−
*Validate mandatory attribute fields for masterdata, agreements, contract requests or amendments.
+
  
−
&nbsp;
+
*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;  
  
−
<span style="color:#008000;">'''594454 – Support for JSON files and Blob connectors'''</span><br/> Previously, CSV files were supported for masterdata upload using ASB and SFTP, whereas text-based files were supported for uploads using SFTP.&nbsp;
+
With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
  
−
With this release, the file-based integration will additionally support JSON file format, while also supporting Blob connectors. Additionally, a new attribute Post Process Log has been added, which indicates the Service Bus topic to which the payload will be moved after its processing.&nbsp;
+
Users can now:
−
 
+
−
In addition to post process logs, persistent logs have also been introduced in the ICM database for all processing failures. These logs will be used for reporting purposes.
+
  
 +
*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><br/> 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;
+
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
  
−
With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICM . The agreement can be sent for review to multiple users by selecting the users from the available list.
+
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
  
−
'''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;
+
'''Contract Type Changes'''
  
−
&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:
  
−
<span style="color:#008000;">'''537774 – Ability to configure automated contract/task creation based on Opportunity/Quote'''</span>
+
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
  
−
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.
+
These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
  
−
With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.
+
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
  
−
Salesforce Administrators 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 automated task creation to initiate the contract creation process:
+
−
**For auto-creation of contracts, the ICM Experience for Salesforce can be configured to create a combination of contracts to be auto-generated based on the opportunity or deal type.  
+
−
**For auto-creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created.  
+
  
−
&nbsp;
+
'''Notifications'''
  
−
<span style="color:#008000;">'''574458 – ICM task integration to Salesforce tasks'''</span>
+
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:
  
−
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself, but not ICM tasks.&nbsp;
+
*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.  
  
−
With this release, Salesforce users can now manage ICM tasks from within Salesforce. ICM Administrators can configure ICM task integration with Salesforce so that the tasks created in ICM are pushed to Salesforce. This allows users to view task details with attributes such as ''Task Name'', ''Status'', ''Priority'', ''Due Date'' within Salesforce itself.
+
'''Default Column Search Changes'''
  
−
&nbsp;
+
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.
  
−
'''<span style="color:#008000;">541825 – Integration with the new eSignature platform &nbsp;&nbsp;</span>'''
+
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, 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;
+
'''Reports'''
  
−
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.
+
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
  
−
&nbsp;
+
With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
  
−
<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span><br/> ICM enhanced the adaptability/flexibility of the eSignature interface, by making it possible to develop and integrate adapter for any new electronic signature provider based on customer requirements.
+
[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
  
 
&nbsp;
 
&nbsp;
 +
</div>
 +
== Partner Enablement ==
  
−
'''<span style="color:#008000;">569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;</span>'''<br/> Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;
+
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
  
−
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.
+
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.
  
−
&nbsp;
+
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
  
−
<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span><br/> As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed.&nbsp;
+
*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.  
  
−
With this release, when ICM is set up on non-production environments, Adobe Sign emails can be redirected to other email addresses, so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose. This can be achieved through a technical configuration.
+
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.
  
−
&nbsp;
+
*'''Self-Serve Tools''': Updated to the 7.16 release.
  
−
<span style="color:#008000;">'''Digital Adoption Integration – Whatfix (White labelled)'''</span><br/> Enterprise customers today use dozens of applications to conduct their business functions. The introduction of any new application introduces a steep learning curve which is the number one time and adoption killer. This integration will allow users to quickly ramp up on ICM UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.&nbsp;<br/> This integration will provide the following to end users:&nbsp;
+
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.
−
 
+
−
*'''Self Help Box:''' With a list of walkthroughs and links to Icertis Help content i.e when a customer searches the self help, they will see Whatfix guided walkthroughs and links to ICM help articles.
+
−
*'''Guided Walkthroughs:''' Customers have guided walkthroughs for core ICM scenarios which help them to use the ICM platform only. These include:
+
−
**How to create an agreement
+
−
**How to send an agreement for approval
+
−
**How to approve an agreement
+
−
**How to create a contract request&nbsp;
+
−
**How to edit the dashboardHow to search for an agreement 
+
−
 
+
−
'''Note:''' These workflows will not replace and are not a substitute for the business and contracts specific Whatfix workflows customers use today.&nbsp;
+
−
 
+
−
These core workflows have been created by Whatfix and will be enabled on a customer by customer basis during deployment. This is done via:
+
−
 
+
−
*Getting a specific EnterpriseId from Whatfix.
+
−
*Updating the following config keys with the EnterpriseID:
+
−
**Core.Integration.WhatfixEnterpriseId
+
−
**Core.Integration.WhatfixUriWithEnterpriseId 
+
−
*Whitelisting the Whatfix.com domain within the Content Security Policy.<br/> &nbsp;
+
−
 
+
−
== ICM Platform Tools ==
+
−
 
+
−
<span style="color:#008000;">'''588361 – PToP support for ICM'''</span>
+
−
 
+
−
In 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.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''561717 – PToP support for Daimler'''</span>
+
== Technical Requirements for Release 7.16 ==
  
−
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.
+
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>
−
This functionality:
+
== Known Issues ==
−
 
+
−
*Provides AWS Support for File Copy in Auto PToP tool.  
+
−
*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 PToP 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 versions before 7.12 need to upgrade to use this feature.
+
  
 +
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;
−
 
−
== Technical Requirements for Release 7.12 ==
 
−
 
−
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:
 
−
 
−
[[File:Technical Requirements 1.png|720px|Technical Requirements 1]]
 
−
 
−
[[File:Technical Requirements 2.png|720px|Technical Requirements 2]]
 
−
 
−
[[File:Technical Requirements 3.png|720px|Technical Requirements 3]]
 
−
 
−
[[File:Technical Requirements 4.png|720px|Technical Requirements 4]]
 
−
 
−
[[File:Technical Requirements 5.PNG|720px|Technical Requirements 5]]
 
  
 
&nbsp;
 
&nbsp;
Line 780: Line 611:
 
&nbsp;
 
&nbsp;
  
−
== Known Issues for Release 7.12 ==
+
'''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;|
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Latest revision as of 12:12, 14 June 2021

 

ICI Release Notes - Release 7.16

List of Enhancements 7.16

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

The enhancements of this release include:

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

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

 

 

 

ICI Application Enhancement Details

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

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

 

421708 – Extending preview support for additional file formats

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

 

7.16 RN SS 01.png

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

 

842776 – Enhancements to the Legacy Upload tool

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

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

 

817886 – Enhancing dual language template capability in ICI

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

7.16 RN SS 02.png 

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

 

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

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

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

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

7.16 RN SS 03.png 

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

7.16 RN SS 04.png 

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

 

863795 – Support for context-based translations in ICI

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

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

 

740579 – Provision of self-serve data management tool

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

7.16 RN SS 05.png 

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

 

685700 – Enhancements to bulk action functionality on Saved Searches

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

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

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

 

788412 – Enhancements to auto delegations

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

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

7.16 RN SS 06.png 

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

789103 – Enhancements to Extended User Entity to support lookup filtering

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

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

 

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

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

7.16 RN SS 07.png

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

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

 

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

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

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

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

 

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

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

 

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

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

7.16 RN SS 09.png

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

Mobile App Enhancement Details

881856 – Modifying mobile app with new theme color

As part of our new branding, the theme color of the app has been modified. This will be applied across the app on both iOS and Android. 
The screens that will be modified as per the new theme color include the Login page, Dashboard, Notifications, Tasks, Commitments, Agreements, Requests, Settings, and their respective internal pages.
7.16 RN SS 10.png
7.16 RN SS 11.png
 
 Note: There is no impact on the functionality or performance in iOS or Android due to this change.

 

ICI API Enhancement Details 

807086 – APIs to support team management in associations

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

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

 

807101 – APIs to manage notes for ICI entities

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

  • Contract Request 
  • Agreement 
  • Masterdata 
  • Association 
  • User Information 
  • Amendment

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

 

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

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

 

API Deprecation Details

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

7.16 RN SS 12.PNG

 

 

AI Applications Enhancement Details

826493/884672 – Introducing a training mode in AI discovery

The Discover AI in ICI presents all the new opportunities where you can selectively discover attributes, clauses, obligations and tables and keep optimizing the discovery through continuous learning from user responses.

With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them. 

With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.

Users can now:

1. Define own AI Model –  

  • Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered.
  • Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model. 
  • ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.
7.16 RN SS 13.png

2. Analyze agreements based on the AI Model – 
  • Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model.
7.16 RN SS 14.png

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

7.16-Accessing the Report5.png 

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

575437/884668 – Introducing AI Studio to analyze multiple agreements

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

7.16 RN SS 16.png 

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

7.16 RN SS 17.png 
 
The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.


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

AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.

This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.

 

826488 – Improving Clause delineation in AI

DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly. 

It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.

These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.

This functionality is available automatically for users with DiscoverAI license and no further configuration is required.

 

Reports Enhancement Details

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

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

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

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

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

 

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

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

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

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

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

 

575577 – Improving localization of reports

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

Localization has now been enabled for the following attributes:

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

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

 

 

Integration Enhancement Details

207941 – Support for purchase order and invoices integration in Workday

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

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

 

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

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

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

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

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

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

 

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

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

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

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

 

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

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

 

797798 – Enhancements to Microsoft Dynamics CRM adapter

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

The enhancements have been made in the following areas:

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

 

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

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

Configurators can now:

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

 

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

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

Configurators can now: 

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

 

792469 – Ability to update dates while uploading signed copy

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

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

 

 

ICI Platform Tools Enhancement Details

842003 – P2P Enhancements for 7.16

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

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

 

 

Business Apps Enhancement Details

ICI Sourcing Application

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

830200 – Introducing One-Click Download

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

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

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

7.16-One-ClickDownload.png

 

ICI Risk Management Application

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

 

 

ICI Obligation Management Application

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

893215 – Predefined Set of Obligations

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

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

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

Users can now:

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

 

7.16OM-Obligation library.png
 

731890 – Seed Entity Changes

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

7.16 RN SS 20.png

Contract Type Changes

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

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Seeded Attribute Changes

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

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

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

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

Default Column Search Changes

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

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

Reports

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

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

7.16OM-Reports2.png

 

Partner Enablement

Upgrading Icertis Software Development Kit for Partner Enablement

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

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

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

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

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

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

 

Technical Requirements for Release 7.16

The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments. 
The software and hardware requirements for the client system as well as the mobile application are listed in the table below:

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Known Issues

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

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

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