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= ICI Release Notes - Release 7.15 =
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== Overview of Release 7.15 ==
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= ICI Release Notes - Release 7.16 =
  
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The 7.15 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to enhance user experience, intelligence, analytics, intuitiveness and usability by continually improving ICI functionalities and the user interface.
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== List of Enhancements 7.16 ==
  
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The key enhancements of this release include:
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The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Contract Workflow and Localization features.
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 +
The enhancements of this release include:
  
 
*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>  
 
*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>  
 
**'''''User Experience'''''  
 
**'''''User Experience'''''  
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***Introducing &nbsp;the ability to preview an agreement at the verifications stage, allowing users to have a comprehensive look before publishing the contract. This will help users to make updates to respective sections and understand the impact before contract creation.  
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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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***Providing &nbsp;localization support to reason codes, as per the logged in user language, thus improving the experience for new and potential customers globally.  
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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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***Enhancing the search option on index pages, so that external users can easily search records and derive more refined results.  
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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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***Displaying tagged agreement and template clauses on the respective pages in ICI Web and Icertis Experience for Word, in the same order as they are tagged inside the agreement document or template, providing a seamless user experience.  
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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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***Viewing amendments in the grid view by default, for ease of use.  
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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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***Improving the scroll length and width dynamically for multi-select and choice attributes, for better usability, data input and post-selection data review of entities, for improved experience.  
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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***Providing the ability to configure alternate user interface (UI) control for drop-downs of choice attributes (radio button for single-select, checkbox list for multi-select) at contract type, global attributes and template variable levels.  
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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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***Defining the display sequence for masterdata records at the contract type level, using a seeded display sequence attribute, for easy and faster selection.   
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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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***Introducing &nbsp;the ability to create instances of associations as part of the agreement creation wizard itself, thereby considerably improving usability.
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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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***Allowing &nbsp;creation or initiation of the termination process from the contract request using role action mapping, thus providing a coherent user experience.
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***Viewing clause extension attributes on the agreement entity for easy reference.
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***Approving or rejecting agreements from within the email itself, thus reducing turnaround time for approval cycles.
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***Reviving terminated agreements by adding amendments, instead of creating new agreements from scratch.
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***Terminating agreements in bulk using the bulk actions process, thereby reducing manual errors and saving the time in terminating agreements one by one.&nbsp;
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***Allowing administrator to set preferences at the time of user creation or updation, as default, according to their locations, so that ICI users can access the system with appropriate details as default after first login. &nbsp;
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***Adding custom labels to external, internal and fully signed copies of agreement document versions, making them easily identifiable.
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***Allowing users to skip uploading documents to move agreements from “Waiting For Signature” to “Executed state”, thereby speeding up the process when executing a large volume of documents.
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***Allowing sharing associated documents as part of the various email notifications that get triggered for the agreement, rather than having to share them separately.
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***Providing a separate data management user interface to manage workload, so that users can replace a user on supported &nbsp; entities with one or more users, by selecting a subset of an entity &nbsp; or on all instances of the entity, for all records available for the user.
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***Defining common agreement attributes for a contract type that can be copied to amendments, by enabling the “Is Inherit On Amendments” flag, at the agreement contract type and template variable level.
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***Providing the capability to control the supersede functionality for agreements by configuring rules.
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***Defining multiple and complex conditions to display attributes on the ICI UI dynamically based on business scenarios.
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***Providing the capability of showing or hiding the “No Team Available” message to minimize the number of clicks.
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***Supporting special characters in the attribute display name for contract requests, agreements, associations and masterdata.
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***Providing the ability to download all amendments of an agreement in separate folders, named “Amendment_1”, “Amendment_2”, and so on, within the downloaded zip package for ease of access.
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***Supporting larger files for masterdata and associations.
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***Providing faceted filters using string operators such as “Contains”, “Starts With”, “Does Not Contain” to the “Business Status” search filter, for more targeted results.
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***Improving the parsing logic in ICI for handling string combinations with special and alphanumeric characters.
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***Providing the ability to configure filter on a lookup attribute &nbsp; with the “IN” operator on agreement contract type and template variables.&nbsp;
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***Enhancing the contract type publish capability, so that the published contract types are not available at the time of contract creation.
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***Providing automation to supporting bulk upload of clauses and templates, thus reducing the dependency on manual approvals and delays in onboarding clauses and templates.
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***Allowing users to add custom labels for peer associations that define various business relationships in the context of contracts (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).     
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*<span style="color:#800080;">'''Mobile App Updates'''</span>  
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&nbsp;
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**Enhancing &nbsp;the “Refresh” functionality for “Tasks” and “Commitment” tabs, to improve usability and the user experience for mobile app users.
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**Updating the logo and attributes in the mobile app as per the new ICI branding guidelines.   
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*<span style="color:#800080;">'''Mobile App Enhancements'''</span>  
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**Updating the theme color as per new Icertis branding.   
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&nbsp;
  
 
*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>  
 
*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>  
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**Providing script attributes as cascaded attributes for lookup fields and configuring them at the contract type level. This is applicable for retrieval, creation and updation of the instances of contract requests, agreements, associations and 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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**Adding the identifier “createCorrelationId” which can be passed by subsequent APIs for correlating from logging perspective, to ensure that the existing implementation and code does not break.  
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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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**Provisioning success or failure message for workflow operations.   
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**Announcing deprecated APIs and their provisioned alternatives. &nbsp;    
  
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*<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>
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&nbsp;
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**'''''Icertis Experience for Word'''''
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***Supporting &nbsp;online editing for agreement documents, and allowing contract owners to enable a subset of authorized users to participate and better control which team member can participate in the editing session.
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***Improving the filtering and searching capability, so that users can easily retrieve the desired template and clause record, thus improving usability for customers handling large number of clauses and templates in the respective libraries.
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***Improving labeling of internal, external and fully signed copies of agreements for easy identification.
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***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;  
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***Allowing tagging of clause extended attributes inside clause along with the metadata while creating or modifying clauses.
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***Allowing updation of all or selected templates with the latest version of the clause whenever a clause is modified, thus eliminating the need to manually do so.   
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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>  
 
*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>  
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**Enhancing the AI powered legal playbook to provide more options to open the “Details” page on a larger window, and add deviations as well. All the playbook positions for a contract type now have the option to search and filer, and users can create or edit the playbook records based on their authorization. In addition, they can manage it from within Icertis Experience for Word.
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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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**Improving the clause delineation logic to merge or split discovered clauses or selected text in a clause, and create a sub-clause within a discovered clause.  
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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 the support of formatting-based clause delineation in WordAI to PDF documents, for easy identification of section-based clauses to improve legacy migration.  
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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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**Improving discovery based on the user’s actions on attributes and clauses, to be able to use them in subsequent discoveries.  
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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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**Providing support for additional languages such as “French”, “Dutch” and “Swedish” in AI apps, for playbook discovery and contract highlights.
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**Allowing users to manually trigger attribute discovery on the agreement “Attributes” page itself, while uploading third party paper, when creating or editing agreements, thus reducing the overhead of maintaining two different attributes pages.&nbsp;
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&nbsp;
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**Introducing the DiscoverAI rules engine framework to quickly configure custom rules for obligations, attributes and playbook discovery.&nbsp;
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**Improving &nbsp;and optimizing performance of ML service to simplify deployment and run the workload on demand, with zero or less management of infrastructure. 
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*<span style="color:#800080;">'''Enhancements to Reports'''</span>  
 
*<span style="color:#800080;">'''Enhancements to Reports'''</span>  
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**Introducing the “Tagged Attributes Report”, enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates.  
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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 “Notifications History Report” for an entity, enabling users to track notifications sent to users.  
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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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**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement” status.&nbsp;
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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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**Enhancing the “Clause Summary Report” to display information on extended clause attribute version.  
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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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**Adding an “Organization Unit” filter in the “Cycle Time Report” for users to be able to derive desired information.
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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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**Improving the “Agreement Clause Content Report” so that duplicate clause text is removed and only a single record is displayed, thus improving usability.  
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**Adding a new column in PowerBI for “Agreement Code” which has a hyperlink that navigates the user to the agreement in ICI.
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&nbsp;
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**Enhancing localization support in reports.   
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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>  
 
*<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. 
 
**'''''Signature Workflow'''''  
 
**'''''Signature Workflow'''''  
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***Improving the electronic signature process when using DocuSign to provide a unified flexible signature workflow. This hybrid signature process enables users to add and modify signatories, preview the DocuSign console and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).<br/> Enabling ICI platform to support more than one esignature vendors at the same time, to execute agreements and amendments, thus improving flexibility for users.<br/> Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process. &nbsp; 
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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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**'''''Icertis Experience for Salesforce'''''
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***Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.  
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***Providing the ability to send success and failures alerts for improved monitoring of messages.  
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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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***Triggering document assembly for automatic data sync and displaying completion notification.  
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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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***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.   
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**'''''Icertis Experience for MS CRM'''''  
 
**'''''Icertis Experience for MS CRM'''''  
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***Providing server-to-server OAuth support, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;      
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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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*<font color="#800080">'''Enhancements to Platform Tools'''</font>
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&nbsp;
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**Enhancing ICI to support additional entities such as orgs, org groups, users, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings and admin saved searches. 
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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 documentation has been upgraded for this release – ICI Coding Guidelines, ICI Customization and Use Cases, Working with ICI Tasks, Working with ICI Hooks, ICI Developer Library, Local Environment Setup using ICI Binaries and Self-Serve Tools. 
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These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, and so on.
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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.  
  
 
&nbsp;
 
&nbsp;
  
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancements</span> ==
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>  
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**Sourcing
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***Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click. 
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**Risk Management
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***Certifying the ICI Risk Management application to work with the 7.16 release. 
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**Obligation Management
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***Introducing the Obligation Library, providing users the ability to automatically create obligations.   
  
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<span style="color:#800080;">'''659853 – Upfront chevron view of agreement journey'''</span>
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&nbsp;
  
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In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination.&nbsp;
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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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Users can view the current status of an agreement on the ''Agreement Index ''or ''Details'' page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs.&nbsp;
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These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
  
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With this release, a horizontal chevron has been introduced, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan.
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The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.
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The colors of the chevron are indicative of the stage of the agreement. It displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
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1.&nbsp;'''Generate:''' Displays the list of actions taken by the user on the agreement before it is published.
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
  
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2.'''Approve:'''&nbsp;Displays the list of approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them.&nbsp;
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<span style="color:#800080;">'''704597 – Extending inline association support for contract request and introducing file drop functionality in inline association'''</span>
  
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3. '''Execute:&nbsp;'''Displays details such as internal/ external signatories that have either signed the agreement or whose signatures are pending.
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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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4. '''Manage:&nbsp;'''Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution.
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&nbsp;
  
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'''Note''':&nbsp;
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
  
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*The chevron view is only applicable to agreement contract type (agreement&nbsp;and amendment).
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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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*By default, the chevron is disabled; it can be enabled for selected contract types.  
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*The chevron labels support localization.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#800080;">'''512931 – Visibility of sections on the left navigation pane to non-team users'''</span></div>
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The administrator can configure access control for users who are not part of the team to sections/ sub-sections in the left navigation pane at the contract type level. The non-team users are generally at a higher level in the organization and may want a quick glance at the contract.&nbsp;
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This can be achieved through a backend configuration for the non-team user role in panel mapping as required and is applicable to agreements, amendments, contract requests and association.<br/> &nbsp;
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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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<span style="color:#800080;">'''659725 – Ability to easily navigate to related entities in multi-level hierarchy'''</span>
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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
  
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With this release, ICI Business Applications and Implementation teams get the flexibility to set smart link as a means of easy navigation across related entities.
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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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<div class="image-green-border">Configurators can:&nbsp;</div>
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*Configure a smart link across any ICI entity that defines the entity relationships.
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*Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities.
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Users can:&nbsp;
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*Enhanced the User Interface for better usability and self operation mode.
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*Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes.&nbsp;
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*Enabled single-click self-generation of workbook to reduce the number of steps in the process.
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*Provided support for uploading &nbsp;the peer association entity so that they can be uploaded along with &nbsp;existing association of the main agreement and ensure there is no manual work post legacy upload.&nbsp;
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*Enabled support for Linkage Type to define proper contractual relationship between different records.&nbsp;
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*Provided support for uploading records in various states (such as “Terminated”, “Expired”) so that the user does not have to reinitiate the workflow and move it manually to these states.&nbsp;
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*Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well.&nbsp;
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*Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams.&nbsp;  
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*Capability to process a failed batch again with the corrected records.
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*Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
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*Enabled email notification on the batch initiation and completion to the concerned recipient.
  
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*Click on the left navigation link from an agreement contract type that will render the smart link result in grid.&nbsp;  
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&nbsp;
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*Access existing ICM grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/ search will also work for the right pane grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop-down and under Smart Links icon on Entity Details page.</div> <div class="image-green-border"><br/> For example, consider&nbsp;entities related in multi-level hierarchy as ''Agreement > Obligations > Fulfillments''. Earlier users had to navigate through obligations in order to access the child fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can now navigate directly from parent agreement to grand-child fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.</div> <div class="image-green-border"><br/> &nbsp;</div>
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<span style="color:#800080;">'''584439 – Introducing the Contract Manager role for agreements&nbsp;'''</span>
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In the contracting process, a Contract Manager/ Owner manages or owns the agreement and is generally different from the user who has created/ initiated the agreement.
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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">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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&nbsp;
  
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This user who is managing the agreement might change from time to time. For example, User A may have ownership during authoring process, whereas User B might look after the agreement during the negotiation process.&nbsp;
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<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
  
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Hence, the Contract Manager role has been introduced to manage agreement ownership throughout the agreement lifecycle.
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ICI now extends its localization support to status/business statuses, choice/multi-choice attributes, signature sequence, among other elements as per language preference set by the logged in user.<br/> Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers. In order to achieve this, ICI now extends its localization support to below mentioned UI components to display them in a logged in user’s preferred language:
  
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With this release:&nbsp;
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*Status and Business Status
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*Type of paper
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*Signature Type and Signature Sequence
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*Contract Type Choice and Multi-choice attributes
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*Contract Type Description
 +
*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;
  
−
*Assignment of the user against contract manager role in the team can be only achieved through event rules using the ''Add To Team&nbsp;''action.
+
<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
−
*Only one contract manager is available inside the agreement at any given point of time.
+
−
*The contract manager will have provisions same as that of primary owner.
+
−
*The contract manager name is displayed on the agreement summary page.
+
−
*Agreements can be searched using the contract manager name.
+
−
*Managing adhoc modification for the contract manager role user will be restricted inside the agreement''Team'' tab similar to primary owner role user.
+
  
 +
The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word “home” is translated as “Zuhause” in German, whereas in the context of “home page” it is translated as “Startseite”.<br/> Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI.&nbsp;<br/> With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.
 +
<div class="note-box">'''Note''': The resource values have not been changed in the context of the language in the current release.</div>
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''555890 – Ability to create peer agreement from within the base agreement'''</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>
−
Previously, it was possible to create an agreement from the Create Agreement page and link it to another agreement contract type and inherit values from it.&nbsp;
+
−
 
+
−
With this release, you can create peer agreements directly from within their associated base agreement inheriting all the attribute values of the base agreement. For example, you can create a SOW directly from the MSA. This is achieved by enabling the following flags - ''Allow Peer Creation Wizard, Allow Multiple Instances ''and ''Allow Two-Way Linkage''.
+
−
 
+
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''732038 – Ability to use parent’s Organization Unit path when creating associated document'''</span>
+
<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
  
−
Previously, when creating an associated document, the Organization Unit path of the logged in user gets set, irrespective of the parent agreement’s organization unit path. However, when the parent document is updated, the associated document’s organization unit path is updated to reflect the parent document’s organization path.
+
ICI provides users the ability to perform bulk actions on saved searches to efficiently work with entities in bulk.&nbsp;<br/> With this release, this bulk action on saved searches functionality provides enhanced experience as: &nbsp;
  
−
With this release, during creation, the organization unit path of the parent document will be displayed by default as the organization path for the associated document, thus improving the usability.&nbsp;
+
*Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.
−
<div class="image-green-border">For example, if the organization unit path of the logged in user is /Icertis, but the path of the parent agreement is /Icertis/autoproducts, then the associated document will now display&nbsp;the parent entity’s path i.e. /Icertis/autoproducts. Hence, both parent and child documents will have the same organization unit path at the time of creation as well as updation.</div> <div class="image-green-border">This is applicable to the following associations:&nbsp;</div>
+
*Sending notifications upon bulk action submission and completion.&nbsp;  
−
*Import of Association (Line Item)
+
*Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.  
−
*Auto Attachment Association
+
−
*Obligation/ Fulfillment (Association of Association)
+
  
−
The existing event rules apply for the association creation and changes made to organization path via event rules are captured in the History.
+
The notification contains a page link which will display the statistics of the processed records and the live updates on in-progress records.<br/> This enhancement will be available with the upgrade and does not require any further configuration.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''575665 – Ability to capture multiple email IDs in a single data type'''</span>
+
<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
−
Previously, while processing agreements/ requests, email notifications were only being sent to the users who were provisioned in the ICI system.
+
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;
  
−
With this release, users will now be able to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications. With this, the business processes and requirements emails are communicated in a better way.&nbsp;
+
*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>
  
−
Users can now:&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:
−
 
+
−
*Capture multiple valid internal or external email addresses while working on agreements/ requests.
+
−
*Configure email attribute in Notification Subscriptions as To, Cc and Bcc recipients.  
+
  
 +
*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:#800080;">'''583186 – Ability to add amendment on expired agreement'''</span>
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
  
−
Currently in ICI, users have to revive the agreement from ''Expired ''to ''Executed ''state by resetting its expiry date and then add amendments to it.
+
Previously in ICI, when a user group was added as an ad-hoc approver or reviewer, all users from the added group were required to approve a document, except when added using a rule.&nbsp;<br/> Users now have the ability to set the minimum approvals required from selected ad-hoc user groups to qualify the agreement as approved, thereby accelerating approval process.<br/> In ICI, during the contract negotiation flow, authorized users can add ad-hoc approvers or reviewers to a contract’s team.
 +
<div class="image-green-border">[[File:7.16 RN SS 07.png|720px|7.16 RN SS 07.png]]</div>
 +
&nbsp;<br/> They can specify whether all or specific number of users from each selected user groups are required to approve the document. This will considerably reduce the approval cycle time and unnecessary follow ups.
 +
<div class="image-green-border">[[File:7.16 RN SS 08.png|720px|7.16 RN SS 08.png]]<br/> &nbsp;<br/> The request will then be sent to all users in a group in parallel, where either a specified minimum number of users or all can approve a document to consider it as approved by that user group.<br/> This configuration is available for:</div>
 +
*Workflows: approver, reviewer, request review and deviation approver.
 +
*Entities: agreement, amendment, orphan amendment, contract request, association and masterdata.
 +
*Integrations: Icertis Experience for Salesforce and for Microsoft Dynamics CRM (Iframe where ICI loads).
 +
*Sub-roles.
 +
*Add to Team window’s Grid and Tile views.
 +
<div class="image-green-border">This enhancement is available with the upgrade and no further configuration is required.</div>
 +
&nbsp;
  
−
With this release, the process is standardized by providing the option to add amendments to expired agreements. The amendment creation for expired agreement follows the existing ICI amendment workflow. The agreement is then revived by extending its expiry date as per the amendment.&nbsp;
+
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
  
−
The ''Add Amendment ''action is configurable through role action mapping on the expired state of&nbsp;the agreement. By default, the primary owner, secondary owner and contract manager can add amendments to the expired agreements.
+
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:
−
<div class="image-green-border">&nbsp;</div>  
+
−
<span style="color:#800080;">'''593928 – Ability to configure sender email ID for automated emails'''</span>
+
  
−
Previously in ICI, all automated emails were sent with one generic email ID based on the set up done for subscription under the notifications.
+
*Define and maintain a library for Associated Document Contract Types (ADCTs) as a standard document master with all their required attributes configured.
 +
*Update and delete associated documents in a library.
 +
*Define the mapping between agreements and associated documents for auto-attachments.
 +
*Define rules and saved search to trigger the auto-attachment process for associations.
 +
*Update associations according to the modifications in the corresponding masterdata.
 +
<div class="note-box">'''Note''': The auto-associations functionality supports only parent child type associations.&nbsp;</div>
 +
The auto-attachment of associations is enabled through technical configuration.
  
−
With this release, the capability is provided to configure the sender’s email ID (From email address) dynamically based on the specific contract type or instance of a record.&nbsp;
+
&nbsp;
  
−
Administrators can now:
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
*Configure the sender information while setting up the subscription under ''Notifications'' using the specific user and/ or user attribute information in the agreement.  
+
In ICI, users upload a document file using the file selection attribute. With this release, ICI provides an option to disable the user defined file selection attribute at a contract type level thereby preventing unintentional or intentional tampering with the document.<br/> Configurators can configure the user defined file selection attribute to appear as editable or non-editable on the User Interface. This configuration can be done at agreement, amendment, association, masterdata, contract request, extended entity attributes, extension attributes and template variables level.&nbsp;<br/> System can still attach a file on a non-editable file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.
−
*Configure the email addresses for ''Reply To'' in the subscriptions setup which recipients can revert to.
+
−
*Send automated notifications from the configured email address with the configured ''Reply To'' user email addresses.  
+
−
<div class="image-green-border">&nbsp;</div>  
+
−
<span style="color:#800080;">'''593938&nbsp;– Time Zone support for date-dependent automated processes'''</span>
+
  
−
In ICI, there are scheduled jobs that perform certain actions on&nbsp;agreements based on conditions. For example, an executed/ reviewed agreement gets expired based on the expiry date by a scheduled job. These scheduled jobs followed the Universal Time Zone (UTC) for taking actions on activities of agreement status changes.
+
&nbsp;
  
−
To satisfy the requirements of our customers worldwide, ICI now provides the flexibility for enterprise organizations to track the time zone/ region based on their regional offices or as needed by their vendors/ suppliers, etc. A time zone attribute is now provided that supports date factor which needs to be considered for the instance of an agreement.
+
<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 ==
  
−
With this release:
+
<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>
−
*Users can configure a time zone attribute to track activities such as expiration, termination, auto-renewal, assignment and auto-supersede (supersedable by assignment, supersedable by amendment, supersedable by termination).
+
&nbsp;
−
*Based on selected time zone, day light saving constraint will be taken care of by mentioned scheduled job activities.
+
−
*Scheduled jobs can be run based on the time zone captured on the agreement instance or based on the default behavior to follow UTC if the time zone is not configured or not captured on the agreement instance.  
+
−
*ICI application will take care of running scheduled jobs in different time zones which helps to consider multiple time zones used by an organization within the same ICI instance.
+
−
*Expiry task is enhanced so that agreements expire at end of the day based on the expiry date.  
+
−
 
+
−
'''Note''':&nbsp;The time zone-based processing can be enabled for all contract types across&nbsp;ICI through a technical configuration. If time zone selection is enabled for the specific agreement at the contract type level, it then overrides the time zone at the system level.
+
−
<div class="image-green-border">&nbsp;</div>  
+
−
<span style="color:#800080;">'''512930 – Triggering service bus events for all actions'''</span>
+
−
 
+
−
For implementation of outbound integrations, they will be listed on various event messages to performance downstream or upstream actions as per customer requirements. To do so, the missing event messages must be added for outbound integrations. Icertis integrates with customers using message bus, where they will be actively subscribing to all the events triggered by ICI.&nbsp;
+
−
 
+
−
With this release, subscribers will receive a notification if the agreement expiry has been reset. The subscriber will be informed about the update only when the agreement is updated.&nbsp;
+
  
−
The following system events are published on the message bus - Reset Agreement Expiry, Peer Agreement Association Creation, Peer Agreement Association Deletion, and Confidential and Non-Confidential Actions.<br/> &nbsp;
+
== ICI API Enhancement Details&nbsp; ==
  
−
<span style="color:#800080;">'''545126 – Availability of business status value in ICI event messages'''</span>
+
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
For outbound integrations to work seamlessly, the business status values along with the ICI status is required. Previously, the business status values were not available in event messages.
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
  
−
With this release, the event messages will also be available on adding items in the data properties via a hook to add the key/ values. This will be fetched at the time of custom integration. This flexibility can also be extended to add other key/ values as per the business requirement.
+
*Add a team member to the association&nbsp;
 +
*Get a team of association&nbsp;
 +
*Remove team member from the association&nbsp;
 +
*Get available actions for associations&nbsp;
 +
*Trigger actions for associations &nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
== Mobile App Updates ==
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
  
−
<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span><br/> Icertis mobile app users perform actions such as approve, reject and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh. Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to automatically refresh on these actions and improve usability.
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
  
−
&nbsp;
+
*Contract Request&nbsp;  
 +
*Agreement&nbsp;
 +
*Masterdata&nbsp;
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
<span style="color:#800080;">'''850259 – Updating logo and attributes to new guidelines'''</span><br/> As part of our effort to consistently improve user experience, the logo and all attributes in the mobile app have been updated as per the new ICI branding guidelines.
+
'''Note:''' Users are recommended to start using these new endpoints to perform the operations.&nbsp;The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.&nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span><br/> With this release, Android 11 compatibility changes have been made by setting the target SDK version to 30 for and deprecated methods have been updated.
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
  
−
&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.
−
 
+
−
<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span><br/> With this release, the UI WebView component for iOS has been deprecated.
+
  
 
&nbsp;
 
&nbsp;
  
−
== ICI API Enhancements&nbsp; ==
+
=== API Deprecation Details ===
−
<div class="image-green-border">
+
−
<span style="color:#800080;">'''704069 – Enhancing ICI API 2.0 implementation'''</span>
+
−
 
+
−
With this release, support has been added for script and integrated attributes. They are available as cascaded attributes for lookup fields, when configured at the contract type level.&nbsp;
+
−
 
+
−
This is applicable for visualize, retrieval, creation and updation of the instances of the following entities:
+
−
 
+
−
*Contract Requests
+
−
*Agreements
+
−
*Associations
+
−
*Amendments
+
−
 
+
−
New visualize endpoints have also been added for the above entities to get information about their attribute and template configuration.
+
  
 +
With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated.&nbsp;<br/> Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.
 +
<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''756815 – Downloading associated document API'''</span>
 
−
 
−
ICI already supports downloading agreements.
 
−
 
−
As part of our efforts to continually improve ICI, in this release, new API endpoints have been added to download contract request associated document and agreement associated document.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''731961 – Provisioning success or failure message for workflow operations'''</span>
+
== AI Applications Enhancement&nbsp;Details ==
  
−
As workflow APIs are asynchronous, customers using Actions API and API 2.0, get a return success code only on initiation of the workflow. This functionality has been improved so that messages on the service bus are received even for failure notifications.
+
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
  
−
Users will now get a definite response, with required details of the error and cause, of the async APIs called. Based on the notifications, they can take necessary actions when successful, or corrective measures in the event of a failure.
+
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.
  
−
<br/>  <br/> <span style="color:#800080;">'''660859 – Supporting correlation Id in APIs'''</span>
+
With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;
  
−
To work with ICI entities, at times, multiple API calls are needed to complete an operation.&nbsp;
+
With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.
  
−
For example, to create an agreement, the following APIs are called in a sequence – “GetInstance”, “SaveExternalUser”, “GetTemplate”, “CreateandPublish”, “ResumeWorkFlow” (API 1.0), “Prepare”, “Create”, “Get”, “Send For Approval”, and “Send for Signature” (API 2.0).&nbsp;
+
Users can now:
  
−
In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused failure of the agreement creation. To resolve this issue, an identifier has been added which can be passed by subsequent APIs for correlating from logging perspective.&nbsp;
+
'''1. Define own AI Model – &nbsp;'''
  
−
The following API changes have been made to ensure that the existing implementation and code do not break:
+
*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>
  
−
*Provided support for a Tracking Id header in every request for logging.&nbsp;
+
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.
−
*User will receive the Tracking Id provided in the request header as part of response headers. (If the user does not send a value, then a new unique identifier will return).
+
−
*The called API path with query string will be logged in Kibana.&nbsp;
+
  
−
'''Note: '''The implementation of the Tracking Id is optional and the value must be GUID only.
+
This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
  
−
This can be used for:
 
−
 
−
*Related API Calls
 
−
*Async operations
 
−
*Bulk operations
 
−
*Status check operations &nbsp; &nbsp;
 
−
</div>
 
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to ICI Add-ins&nbsp; ==
+
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
  
−
<span style="color:#800080;">'''745266 – Supporting online editing of agreements'''</span>
+
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
  
−
As part of contract management, agreement and amendment documents regularly go through reviews, where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature.&nbsp;
+
It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.
  
−
To make changes or modifications to an agreement, ICI users previously had to download a copy, perform edits and upload it back to ICI. This created a version of the document in ICI. Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but audit information was often lost too, and it was not possible to trace what was approved and by whom.
+
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.
  
−
With this release, ICI offers online editing support for agreement documents creating radical operational efficiency for contract owners.
+
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
  
−
It is now possible for:
+
&nbsp;
  
−
*Primary owners, secondary owners and reviewers with edit privileges to initiate an online editing session, where more than one party can edit parallelly using existing MS Word capabilities.&nbsp;
+
== Reports Enhancement Details ==
−
*An agreement document, which has been edited using online editing, to be published to ICI, without any loss of information.
+
  
−
'''Note:&nbsp;'''
+
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
  
−
*The online Word editor is available only for users with valid Office 365 subscription.  
+
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.
−
*Only users with edit privileges on a document can make changes to the document online.
+
−
*Users must either allow third-party cookies or add “*.officeapps.live.com” to their browser's cookie “Allow” list, in order to use Office Online smoothly.  
+
  
−
<br/> <span style="color:#800080;">'''588686 – Tagging clause extended attributes in clause text'''</span>
+
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
  
−
ICI allows users to capture additional details for clauses in the extended attributes.&nbsp;
+
*Agreements Pending Approval Report
 +
*Agreements Pending Execution Report
 +
*Expired Agreements Report
 +
*Expiring Agreements Report
 +
*Signature Type Report
 +
*User Login Report
  
−
Now, users have the capability to tag clause extended attributes, if configured, inside the clause along with clause metadata, while creating or modifying the clause from within the Icertis Experience for Word.
+
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.
−
 
+
−
The value of tagged clause extended attributes will be resolved and displayed in the clause text upon tagging of the attribute or saving the clause.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>
+
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
  
−
In ICI, clauses can be filtered on the basis of clause groups and searched on the basis of their clause name. This filtering and searching capabilities have been improved, so that users can easily retrieve the desired template and clause record, thus improving usability for customers having large number of clauses and templates in their clause and template library.
+
Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved.&nbsp;
  
−
Users can now:
+
With this release, a script has been introduced, based on which, an entry can be made at the backend without the need for any development effort, thus shortening the cycle of report development.&nbsp;
  
−
*Search and filter clauses and templates based on the name or text inside the clause or template respectively.
+
With the introduction of the new backend script, ICI now allows:
−
*Perform free text search on clauses and templates.
+
  
 +
*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:#800080;">'''603690 – Updating templates automatically with latest clause version'''</span>
+
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
  
−
Legal teams may need to make changes to a clause available in the clause library for varied reasons. This clause may be used in multiple templates used for various transactions. It may also require template updation, so that the latest version of the clause can be used in all future transactions.
+
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.
  
−
To facilitate this, users can now update all or selected templates with the latest version of the clause whenever any clause is modified, thus eliminating the need for the legal team to manually do so.&nbsp;
+
Localization has now been enabled for the following attributes:
  
−
Users can select templates to be updated when a clause is modified. The selected templates are automatically updated after the clause is approved and will move to the next logical state once modification is done.
+
*Type of Paper (Own/Third Party)
 +
*Signature Type (Electronic Signature/Manual Signature)
 +
*Signature Sequence (External First/Internal First)
 +
*Choice/multi-choice attributes&nbsp;
 +
*Status/Business Status (for example, Clause status, Amendment status, and so on)
  
−
<br/>  <br/> <span style="color:#800080;">'''593421 – Labeling agreement document versions as per signature copy'''</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.
  
−
Previously in ICI, agreements signed only by external, internal or both signatories were termed as “Internal Signed Copy”, “External Signed Copy” and “Final Signed Copy” respectively, and were displayed on the “Version” tab.
+
&nbsp;
−
 
+
−
This capability has been further enhanced so that the signature versions are clearly labeled as “Internal”, “External” or “Fully Signed Copy”, as applicable, so that the user can easily identify the agreement version.
+
  
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to Artificial Intelligence Applications in ICI ==
+
== Integration Enhancement Details ==
−
 
+
−
<span style="color:#800080;">'''727318 – Enhancing AI powered playbook in Icertis Experience for Word'''</span>
+
−
 
+
−
ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document, allowing users to review and take corrective actions on them, and assess the risk when these exceptions are accepted by negotiators. &nbsp;
+
  
−
With this release, the legal playbook is enhanced and provides more options to work with playbook from Icertis Experience for Word.&nbsp;
+
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
  
−
Users can now:&nbsp;
+
With this release, users will be able to configure the Workday adapter to create association records using purchase order and invoice entity data objects of Workday.&nbsp;
  
−
*View the visual indication for clauses with playbook exceptions on “Agreement Clause” page. &nbsp;
+
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
−
*View playbook details in a separate resizable window.&nbsp;
+
−
*View all playbook positions for a selected contract type with options to search and filter within.&nbsp;
+
−
*View all playbook positions for a selected agreement clause.&nbsp;
+
−
*Add deviation to the clause from playbook “Details” page.&nbsp;  
+
−
*Add a new playbook record and edit the existing playbook record from within the Icertis Experience for Word.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''575475 – Automating user feedback for clauses, obligations and attributes'''</span>
+
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
  
−
ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery suggests values to users, it is expected that users correct them at the time of review. &nbsp;
+
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
  
−
With this release, the AI algorithm continues to learn from user actions in attribute and clause discovery and incorporates those in the next discovery. So, when a contract owner selects values for attributes on the Attribute and Clause Discovery pages, the system learns the actions and provides same or similar values at subsequent discoveries.
+
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.
  
−
<br/> <span style="color:#800080;">'''539492 – Improving clause delineation in DiscoverAI'''</span>
+
ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:
  
−
Clauses in an agreement document that are found using DiscoverAI are displayed along with clause categories in the “Clause Discovery” section on the Web UI.&nbsp;
+
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;  
  
−
ICI has now improved its logic for clause delineation to determine the start and end of the clause text.&nbsp;
+
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
−
 
+
−
Users can now:&nbsp;
+
−
 
+
−
*Edit the discovered clauses list or manually selected clause text to merge or split into multiple clauses.&nbsp;
+
−
*Create a sub-clause within a discovered clause.&nbsp;
+
−
*Change the clause category and the level (parent or child) of the discovered clause. &nbsp;
+
−
*Choose to view only the level 0 clauses.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''770375 – Merging metadata discovery page with attribute page'''</span>
+
<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
  
−
Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Users might have already entered the attribute values before initiating the create/publish action, thereby making attributes discovery process redundant. Also, the process needed to maintain two different attribute pages, with customizations and validations not being available on the attribute discovery page.&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;
  
−
With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during create and edit agreement process. Discovered values will then be auto-filled in empty attributes and users can view additional recommended values for the discovered attributes.&nbsp;
+
The signatories can view and sign these associated documents, provided the signatory tags are added.
  
−
Users can:&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.
−
 
+
−
*View the discovery completion progress.&nbsp;
+
−
*Identify discoverable attributes marked with the spinner icon.
+
−
*Get side-by-side document view for discoverable attributes.
+
−
*Get side-by-side document view for tagged attributes upon completion of discovery.
+
−
 
+
−
The merging of “Metadata Discovery” page with “Attributes” page will only work for agreements with third party papers.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''727312 – Formatting based clause delineation for additional document types'''</span>
+
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
  
−
In the previous release, support was introduced to display clause hierarchy in well-formatted .docx agreements.
+
To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.
−
 
+
−
With this release, the clause delineation functionality has been enhanced to support PDF documents, as well as for Word documents which do not use any styles. This enhancement helps to get better clause delineation while migrating legacy contracts, as AI assisted configuration is largely dependent on accuracy of formatting-based clause delineation for PDF documents.
+
−
 
+
−
Clause discovery processor is now trained to identify sections, and sub-sections in Word and PDF documents, up to 3 levels. Support for formatting-based clause delineation has now also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in hierarchical format.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''727314 – Supporting additional languages in AI apps'''</span>
+
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
  
−
In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.
+
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
  
−
With this release, the discovery models will be enhanced to support the following additional languages – French, Dutch and Swedish. Support will be provided for DiscoverAI, NegotiateAI and DiscoverAI for legacy, for auto-detection of language, as well as for bilingual contracts.
+
The enhancements have been made in the following areas:
  
−
'''Note: '''Scanned PDF documents are currently not supported for automatically detecting the language.
+
*Improved pagination in list views.&nbsp;
 +
*Allowing agreement search in list views.
 +
*Improved positioning for modal dialogs appearing within CRM.&nbsp;
 +
*Improved navigation from the Create / View Contract screens to the ICI tab.
 +
*Support for UI-based entity configurations.&nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''710739 – Configuring custom rules in DiscoverAI'''</span>
+
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
  
−
Previously, attribute discovery and obligation discovery were dependent on inbuilt schema Excel files. Adding and updating the schema rules for any attribute or obligation required technical details of the code.&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;
  
−
With this release, the Excel schema has been deprecated and has been replaced with a rule engine, which can be used to easily write a rule in simple language, and the schema will be generated dynamically, thereby making it more user friendly.&nbsp;
+
Configurators can now:
  
−
The rules engine will help configure custom rules for Obligation Discovery, Attributes Discovery and Playbook Discovery, using an inbuilt .NET based rule editor and the ICI master data entity.<br/> &nbsp;
+
*Configure the generic integration framework to create and update user attributes; including extended user entity attributes.  
 +
*Map users to Organization, Security Groups and User Groups during create/ update.
 +
*Replace any user in ICI using the “Replace User” option.&nbsp;  
  
−
== Enhancements to Reports ==
+
&nbsp;
  
−
<span style="color:#800080;">'''514593 – Introducing Tagged Attributes Report for attributes tagged in clauses and templates'''</span>
+
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
  
−
ICI provides default reports such as “Attributes Value Report” which captures the attribute values and edits made over time, and the “Attribute Information Report” which provides details of the attribute properties and its incorporation in different contract types. Previously, attributes tagged in clauses and templates could also be checked by using the Preview mode or using Icertis Experience for Word. However, administrators often need to understand how an attribute has been used in these entities; for example, to carry out an impact analysis before removing an obsolete attribute.
+
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, a new “Tagged Attributes Report” has been introduced as part of Admin Reports, which helps administrators understand the complete profile of an attribute, and how it has been tagged across different clauses and templates. This saves them considerable time as they no longer need to manually examine each clause and template, in addition to reducing manual errors.
+
Configurators can now:&nbsp;
  
−
This report available on the “Reports” tile can be accessed based on the security groups configuration. The report can be filtered using the “Select Attribute” and “Select Entity” parameters. Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable and Attribute Display Name.&nbsp;
+
*Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
−
 
+
*Invoke hooks for custom logic execution.&nbsp;  
−
'''Note: '''Historical data for clauses and templates, added prior to Release 7.15, will not be considered by default for this report. In such cases, a utility needs to be run which generates report data for historical clauses and templates.
+
*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;
  
−
<span style="color:#800080;">'''769602 – Enhancing Clause Summary Report for extended clause attribute version'''</span>
+
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
  
−
Previously, the “Clause Summary Report” displayed the “Clause Summary” and “Clause Version” sections on the report index page.&nbsp;
+
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
  
−
In this release, the report is enhanced to display a “Clause Extension Summary”, which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information for each clause. It also displays a column for each version number, similar to the “Clause Version” summary section.
+
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.
  
−
<br/>  <br/> <span style="color:#800080;">'''514611 – Enhancing Notifications History Report for an entity'''</span>
+
&nbsp;
−
 
+
−
ICI administrators can set up notification subscriptions for different entities to be sent to subscribed users at the occurrence of certain events. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for the particular entity. This provides better visibility to backtrack whether a user received a certain notification (or not).&nbsp;
+
−
 
+
−
The default SSRS report is available for contract requests, agreements and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities.&nbsp;
+
−
 
+
−
The report can be filtered by “Notification Type” – “Broadcast” or “Subscription”.&nbsp;
+
−
 
+
−
*When filtered by “Broadcast”, the report displays the following columns - Contract Type Name, Subject, Body, To Recipient, Cc Recipient, Bcc Recipient, Sent Date and Time and Attachment File Names.&nbsp;  
+
−
*When filtered by “Subscription”, the report displays the following columns - Notification Template Name, Entity Name, Event Name, Category Name, Subject, Body, To Recipient, Cc Recipient, Bcc Recipient, Sent Date and Time and Attachment File Names.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''742607 – Supporting localization for status and business status'''</span>
+
== ICI Platform Tools Enhancement Details ==
  
−
With this release, localization support will be provided in core, Sourcing, Obligation Management and Insights SSRS reports, in the following areas:&nbsp;
+
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
  
−
*Obligation Management Health Report, Obligation Management Dashboard Report.&nbsp;
+
With this release, the Promote to Production (P2P) framework has been enhanced:
−
*Contract type names, if the respective entity has locale resource key values in database.&nbsp;
+
−
*Status filter on all reports, drop-down with Yes/No values.&nbsp;
+
−
*Graphs and graph tool tips, page numbers, text written in RDL, hidden textboxes.&nbsp;
+
−
*Dynamic column headers (for example, RFx Details Report in Sourcing).&nbsp;
+
−
*Any error or validation messages, informative messages such as “No data available”. &nbsp;
+
  
−
<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span><br/> Previously the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.&nbsp;
+
*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.
−
Now, this filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.
+
*To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
 +
*To display P2P progress status in percentage to users on refresh.
 +
*To consolidate and list all post P2P activities to be performed offline.  
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
 
−
 
−
The “Cycle Time Report” displays the cycles for contracts requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.&nbsp;
 
−
 
−
With this release, an “Organization Unit” filter is being introduced in this report for users to be able to derive the desired information.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>
+
== Business Apps Enhancement Details ==
  
−
A new column has been added in PowerBI for “Agreement Code”, which has a hyperlink, that navigates the user to the agreement in ICI.<br/> &nbsp;
+
=== ICI Sourcing Application ===
  
−
== Integrations ==
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
  
−
<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>
+
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
  
−
ICI has now improved the electronic signature process to provide a unified flexible signature workflow.
+
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
  
−
With this release, the following capabilities have been added to the ICI signature process:
+
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.
−
 
+
−
*Introducing the hybrid signature process.  
+
−
*Enabling DocuSign console for users to add and modify the signatories.
+
−
*Support for preview in DocuSign console.
+
−
*Support for tagging signatories in DocuSign console.
+
−
*Support for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.  
+
  
 +
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:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>
+
=== ICI Risk Management Application ===
  
−
Previously, DocuSign integration provided support for sequential signatures. This capability has been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process.
+
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
  
−
With this release:
+
&nbsp;
−
 
+
−
*Users can define the parallel signatories using rules.
+
−
*Users can configure parallel signatories via the DocuSign console.
+
−
*DocuSign process can be triggered in parallel for the configured signatories.
+
−
*Sync back, audit and history can be captured in the ICI agreement.
+
−
 
+
−
<br/> <span style="color:#800080;">'''701825– Supporting multiple vendors for electronic signature'''</span>
+
−
 
+
−
Previously, ICI supported one signature vendor within one instance of ICI. Now, multiple electronic signature vendors are supported in the same instance.&nbsp;
+
−
 
+
−
With this release, users can:
+
−
 
+
−
*Select the provider at the agreement or amendment level, for electronic signature and execution. This is achieved by using the choice attribute “Esignature Provider” with “DocuSign” and “Adobe Sign” as options.
+
−
*Define standard rules and conditions to automatically select the provider for agreements and amendments.
+
−
 
+
−
'''Note: '''This is applicable to DocuSign and Adobe Sign.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''751651 – Syncing data task in Salesforce to publish completion notification on ASB'''</span>
+
=== ICI Obligation Management Application ===
  
−
Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any changes on the agreement document.
+
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
  
−
With this release:
+
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
  
−
*Document assembly is triggered automatically after every update from Salesforce. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.  
+
ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
−
*Upon completion of data sync task for an opportunity, the Salesforce data sync task raises a “Data Sync Complete/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for the given opportunity.
+
−
*A message containing the opportunity Id and agreement SysId is updated, and the time stamp is also displayed.
+
  
−
<br/> <span style="color:#800080;">'''796155 – Improving data flow between Salesforce and ICI'''</span>
+
*Creating obligations “manually” is not proving to be efficient or a timely process.
 +
*Discovering obligations using ICI’s AI tool (ObligationAI) is not a practicable solution in all scenarios. Also, in many cases the required obligations are not part of the contract language, and, therefore, they are not discovered with AI.
 +
*In many business contexts, there is a need that the system auto-creates applicable agreements and obligations.&nbsp;
  
−
Previously, when changes were made to an agreement in the "Sent for External Signature" status, the data was synced from Salesforce to the ICI UI, but not in the template document.&nbsp;
+
With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
  
−
Additionally, the agreement status changed only when an attribute which is tagged in the template was changed. However, if an attribute which was not tagged in the template changed, it was updated in the ICI UI and the status of agreement also remained the same.
+
Users can now:
−
 
+
−
With this release:
+
−
 
+
−
*Changes made to agreements in Salesforce while they are in Send for External Signature, Send for Internal Signature, Executed or Expired statuses will not be updated to the ICI UI.&nbsp;
+
−
*When attributes are not tagged in the template document and the same attribute is mapped with Salesforce, updating the value of that field in Salesforce will change the status of the agreement from "Waiting for Approval" or "Approved" to "Draft"; unless it is a tracking attribute.&nbsp;
+
−
 
+
−
This will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.
+
  
 +
*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:#800080;">'''674469 – Sending success or failures alerts for monitoring in Salesforce'''</span>
+
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
  
−
An alert mechanism is introduced for successes and failures in Icertis Experience for Salesforce integrations.&nbsp;
+
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
  
−
With this release:
+
'''Contract Type Changes'''
  
−
*All messages at ICI end can now be monitored by customers, and they will be able to retry transactions, if needed.&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:
−
*Additional logging has been introduced for ICI-Salesforce integration messages. Every message log will include the status, message Id and the incoming JSON details.&nbsp;
+
−
*Configurators also send email notifications to ICI users on forward/reverse data sync so that the recipients can take appropriate actions.
+
  
−
<br/> <span style="color:#800080;">'''679797 – Supporting OAuth in Salesforce adapter'''</span>
+
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
  
−
Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user Id and password for authentication and authorization of production systems in an enterprise. Security organizations also had stringent security policies which do not approve user id or password authentication process.&nbsp;
+
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, support is provided for OAuth, a more secured authentication and authorization process. This makes the ICI application more secured and is easy for customers to manage using an actual business user Id, instead of a service user to update the records in ICI. It also removes any access issues involved in the business process. Customers do not have to add owners of the record to contracts team to obtain access.
+
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
  
−
When entities in Salesforce are updated by a user, the process builder sends a message to ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.&nbsp;
+
[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
  
−
When data in Salesforce is updated and data sync job is triggered, the Salesforce adapter will use client Id and secret key from AKV to fetch a user token, for invoking Salesforce APIs, using OAuth protocol.
+
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]]
  
−
&nbsp;
+
'''Notifications'''
  
−
<span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</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, MS CRM plugin used logged in user credentials to invoke ICI APIs when sales users updated any entity in MS CRM. Also, reverse data sync flow used service user login credentials to invoke MS CRM APIs when data was updated in ICI.&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.  
  
−
ICI now uses the client id and secret key instead of user id and password for authentication/authorization process between Salesforce and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;
+
'''Default Column Search Changes'''
  
−
Users will have the option to choose the authentication mechanism to be used. The system will provide the support for backward compatibility of old username and password flow.
+
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.
  
−
&nbsp;
+
Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
  
−
== ICI Platform Tools ==
+
'''Reports'''
  
−
'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''
+
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
  
−
With this release, enhancements have been made in ICI to support additional entities for a seamless P2P experience. This functionality, provided to administrators, can promote configurable entities in pre-production environments to production environments, thus reducing the manual efforts to do so.<br/> The following entities are now supported:
+
With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
  
−
*Organizations (Orgs), Organization Groups (Org Groups)
+
[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
−
*Users, User Groups, Security Groups
+
−
*Role Action Mapping
+
−
*Currencies
+
−
*Reasons
+
−
*Attribute Group
+
−
*SLA Matrix
+
−
*Notification Category
+
−
*Default Search Columns
+
−
*Cascade Team
+
−
*Application Settings
+
−
*Global/Admin Saved Searches
+
−
 
+
−
'''Note:''' Customers using ICI versions before 7.15 will need to upgrade to use this feature.
+
  
 
&nbsp;
 
&nbsp;
−
 
+
</div>
−
 
+
 
== Partner Enablement ==
 
== Partner Enablement ==
  
−
<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>
+
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
  
−
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction. In release 7.12, we introduced the Software Development Kit (SDK) to provide the resources and tools needed while implementing ICI.&nbsp;
+
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 documents for this release:
+
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
  
−
*ICI Coding Guidelines (version 2):&nbsp;This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.  
+
*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.  
  
−
*ICI Customization and Use Cases (version 2): This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support typescript.  
+
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.
  
−
*Working with ICI Tasks: Updated for the 7.15 release.  
+
*'''Self-Serve Tools''': Updated to the 7.16 release.  
  
−
*Working with ICI Hooks:'''&nbsp;'''Updated for the 7.15 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.
  
−
*ICI Developer Library: Updated for the 7.15 release.
+
&nbsp;
  
−
*Local Environment Setup using ICI Binaries: Updated for the 7.15 release.
+
== Technical Requirements for Release 7.16 ==
  
−
*Self-Serve Tools:'''&nbsp;'''Updated for the 7.15 release.  
+
The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments.&nbsp;<br/> The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
 +
<div class="image-green-border">[[File:7.16 RN SS 26.PNG|720px|7.16 RN SS 26.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 27.PNG|720px|7.16 RN SS 27.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 28.PNG|720px|7.16 RN SS 28.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 29.PNG|720px|7.16 RN SS 29.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 30.PNG|720px|7.16 RN SS 30.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 31.PNG|720px|7.16 RN SS 31.PNG]]</div>
 +
== Known Issues ==
  
 +
This section includes some issues that we are aware of and plan to resolve at the earliest:
 +
<div class="image-green-border">[[File:7.16 RN SS 32.PNG|720px|7.16 RN SS 32.PNG]]</div>
 
&nbsp;
 
&nbsp;
−
 
−
== Technical Requirements for Release 7.15 ==
 
−
 
−
The Icertis Contract Intelligence 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:7.14 release note 22.png|720px|7.14 release note 22.png]]
 
−
 
−
[[File:7.14 release note 23.png|720px|7.14 release note 23.png]]
 
−
 
−
[[File:7.14 release note 24.png|720px|7.14 release note 24.png]]
 
−
 
−
[[File:7.14 release note 25.png|720px|7.14 release note 25.png]]
 
−
 
−
[[File:7.14 release note 26.png|720px|7.14 release note 26.png]]
 
  
 
&nbsp;
 
&nbsp;
Line 694: Line 611:
 
&nbsp;
 
&nbsp;
  
−
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile_App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|
+
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|

Latest revision as of 12:12, 14 June 2021

 

ICI Release Notes - Release 7.16

List of Enhancements 7.16

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

The enhancements of this release include:

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

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

 

 

 

ICI Application Enhancement Details

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

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

 

421708 – Extending preview support for additional file formats

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

 

7.16 RN SS 01.png

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

 

842776 – Enhancements to the Legacy Upload tool

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

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

 

817886 – Enhancing dual language template capability in ICI

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

7.16 RN SS 02.png 

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

 

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

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

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

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

7.16 RN SS 03.png 

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

7.16 RN SS 04.png 

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

 

863795 – Support for context-based translations in ICI

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

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

 

740579 – Provision of self-serve data management tool

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

7.16 RN SS 05.png 

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

 

685700 – Enhancements to bulk action functionality on Saved Searches

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

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

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

 

788412 – Enhancements to auto delegations

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

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

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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.

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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.

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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.

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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.
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 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.

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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.
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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.
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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.

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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.

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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.

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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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