= ICI Release Notes - Release 7.15 =

== List of Enhancements 7.15 ==

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.

The key enhancements of this release include:

***To ensure that the agreement document is generated with the correct clauses and metadata we now have the ability to preview an agreement from the pre-draft stage to the Approved stage, enabling a comprehensive review before publishing the contract.   

***Improved usability for the global user base and their individual UI language preferences via expanded localization coverage now includes support for “Reason Codes”.  

***Friction-free collaboration enabled via the Collaboration Portal’s external user interface that features the ability to search contract requests, agreements, associations and masterdata records on the index pages.   

***Significantly improved accuracy and velocity of the document review process now featuring display order for clauses in the ICI web and Icertis Experience for Word that match the order in which the clauses are configured in the respective template and generated agreement.      

***Improved usability now featuring the configurability of the attribute multi-selection interface when creating an agreement as either radio buttons or checkboxes per contract type to tailor the agreement creation experience.   

***Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export. 

***Improved usability where the sequence of values displayed in a masterdata lookup dropdown can now be configured to have the most frequently accessed values at the top.       

**To continue bringing Extension Attributes capabilities at par with regular attributes, these are now quickly viewable for easy reference in the agreement entity’s “Agreement Clauses” tab.<br/> Agreements can be Approved or Rejected from within an agreement notification email itself making it faster to take actions on an agreement, reducing turnaround time for approval cycles.&nbsp;  

*<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>  

**'''''Icertis Experience for Word'''''

***Improving the filtering and searching capability with support for searching text inside clauses or templates to allow more powerful search especially when searching across large libraries.&nbsp;

***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;   

**Enhancing and optimizing the performance of ML service to simplify deployment and run the workload on-demand, with zero or less management of infrastructure.<br/> &nbsp;  

*<span style="color:#800080;">'''Enhancements to Reports'''</span>  

**Introducing the “Tagged Attributes Report” enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates. This will help the Legal/admin users to assess the impact of configuration changes to the clauses and templates.&nbsp;

**Introducing the “Notifications History Report” for an entity, enabling users to track what notifications were sent to which recipient and when. This provides better visibility and compliance for the users.  

**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement Status”.

**Adding an “Organization Unit” filter in the “Cycle Time Report” to enable deeper analysis. &nbsp;  

**Multiple localization enhancements within reports.    

***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.<br/> &nbsp;  

*<font color="#800080">'''Enhancements to Platform Tools'''</font>  

**Enhancing ICI to allow administrators to promote additional configurable entities from pre-production to target environments. These include organizations and organization groups, users and user groups, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings, global and admin saved searches.  

 

*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>

**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.  

 

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

 

<span style="color:#800080;">'''514613 – Introducing the ability to preview agreements before publishing'''</span>

 

Previously, contract owners had to create the first version of an agreement to get a comprehensive view of the agreement.

 

With this release, a preview functionality is being introduced, so that the primary owner or contract creator can review whether the selected template is appropriate, the rule-based clauses have been correctly added to the agreement, among other factors, and make changes to the agreement before the version is created. The preview document would also include tagged associated documents, coming through inline or inheritance associations.

 

A preview section is available on the “Verify” stage of agreement/amendment creation, before publishing or updating the document. The PDF preview is for indicative purposes only and is not an agreement version. The preview is available till the Approved state of the agreement/amendment.

<span style="color:#800080;">'''575640 – Creating associations on the create or edit wizard of agreement'''</span>

 

Previously in ICI, contract authors had to create associations for agreements after the agreement is already created. However, in practical terms associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of agreement information that is critical to the business, and some associations are required to be created along with the agreement.

 

Hence, the ability to create association instances as part of agreement creation or update wizard is being introduced in this release. A separate page is displayed, when creating or updating the agreement or amendment, for the user to create, view, or delete inline associations. The user also has an option to select the columns and their order in the association grid.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 2.png|720px|7.15 Release Notes Screenshot 2]]<br/>  <br/> This new page also supports page navigation. Support is also provided to copy attribute rules, association events, and agreement assembly, in case associations are tagged in the agreement template.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 3.png|720px|7.15 Release Notes Screenshot 3]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#800080;">'''549900 – Supporting localized reason code values as per logged in user language'''</span></div>

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.

<div class="image-green-border">ICI now extends its localization support to reason code values. Administrators can enter the translated values in the local language, for each reason code, using the “Translations Editor” tool.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 4.png|720px|7.15 Release Notes Screenshot 4]]</div>

The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.

<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from contract request'''</span>

'''<span style="color:#800080;">506398 – Enabling search for external users with login privileges</span>'''

 

ICI’s collaboration portal allows external users with login privileges to access the platform and perform assigned tasks within ICI itself.&nbsp;

 

In our continuous effort to improve usability, a search option has been introduced on contract requests, agreements, associations, and masterdata index pages, so that external users can easily search records. The attributes displayed as columns of the search grid are included as facets in the filter options to perform a more refined search.

<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements'''</span>

In ICI, users can capture additional details for a clause in extension attributes. With this release, users can view these clause extension attributes on the agreement entity for easy reference while working with agreements.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 8.png|720px|7.15 Release Notes Screenshot 8]]</div>

<span style="color:#800080;">'''617385&nbsp;– Ability to define additional clause group under clause entity'''</span>

Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.

With this release, this capability has been further enhanced so that the configurator can configure various clause group names in ICI. These clause groups can be categorized or grouped as per business requirements for better identification and negotiations during the contract workflow.

<span style="color:#800080;">'''558605 – Viewing amendments in grid view on the agreement details page'''</span>

Previously in ICI, users could only view the agreement’s amendments in a “Tile” view, when opened from the left navigation pane on the agreement “Details” page.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 15.png|720px|7.15 Release Notes Screenshot 15]]</div>  

<span style="color:#800080;">'''561410 – Enhancing the multi-select drop-down&nbsp;'''</span>

The multi-select choice drop-down has been enhanced for better usability, data input, and post-selection data review of contract requests, agreements, amendments, and masterdata entities.&nbsp;

Users can now:&nbsp;

<span style="color:#800080;">'''620411 – Defining IN operator when applying lookup filters'''</span>

 

 

With this release, ICI provides the ability to configure a lookup attribute using the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.&nbsp;

 

Configurators can now:&nbsp;

 

*Use the "IN” operator in the lookup filter attribute on agreement contract types.&nbsp;

*Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute. &nbsp;<br/> &nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 17.png|720px|7.15 Release Notes Screenshot 17]]</div>  

<span style="color:#800080;">'''573339 – Managing user preferences as part of profile management'''</span>

Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.&nbsp;

ICI now provides administrators the capability to set preferences as default, for users, according to their locations or the offices they work in. This reduces the end user’s effort of setting up the ICI account with required parameters after the first log-in and presents the system with appropriate and specific pre-settings. &nbsp;&nbsp;

 

 

*Set and manage preferences for a single user through a single user update, and for multiple users through the bulk process.

*View preference settings modifications details in the “History” tab for audit.&nbsp;

*Search users based on parameters related to preference settings.

 

Users can:&nbsp;

 

*Access the ICI system with appropriate details as default after the first login.&nbsp;  

*Override the default preference settings as per individual preferences.  

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 18.png|720px|7.15 Release Notes Screenshot 18]]</div>  

<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading the document'''</span>

 

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 19.png|720px|7.15 Release Notes Screenshot 19]]</div>

 

 

 

 

In addition to the main agreement document, users can now also send associated documents as part of various email notifications that get triggered for the agreement from time to time. Access to these documents can be controlled based on the type of document – internal, external, or restricted. For example, some documents may only be shared with internal users, some may be shared with internal and external users, whereas some may not be shared with anyone.

 

 

*Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements, and amendments.

 

<span style="color:#800080;">'''586492 – Defining different relationship types while associating peer instance'''</span>

 

 

 

 

*Agreement creation workflows for peer entities, assignment, and initiate termination flow.&nbsp;  

*Broadcast – “Attachments” tab and captured notes.  

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 21.png|720px|7.15 Release Notes Screenshot 21]]</div>

'''Note:''' Multiple configurable labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 22.png|720px|7.15 Release Notes Screenshot 22]]</div>  

<span style="color:#800080;">'''619558 – Downloading amendments using download all functionality'''</span>

 

ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements.&nbsp;

 

With this release, users will download amendments of an agreement with corresponding parent-child associations in the downloaded zip package. This is supported on the selective download option too.

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 23.png|720px|7.15 Release Notes Screenshot 23]]</div>  

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 24.png|720px|7.15 Release Notes Screenshot 24]]</div>  

<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at the contract type level'''</span>

ICI already provided the capability to exclude specific agreement attributes from being copied to amendments through technical configuration, which applied to all agreement contract types by default.&nbsp;

ICI now provides the flexibility to decide which attributes of an agreement can be copied to amendments at the contract type level, as per business requirements. Configurators can enable or disable the attribute’s inheritance for amendments, using the “Is Inherit On Amendments” flag, at the agreement contract type and template variable levels. Users can then copy these defined attribute values from base agreement to amendment during amendment creation.&nbsp;

[[File:7.15 Release Notes Screenshot 25.png|720px|7.15 Release Notes Screenshot 25]]

'''Note:&nbsp;'''

*The existing validations or dependencies for an attribute’s properties set for the agreement will not be inherited to amendments.<br/> &nbsp;

<span style="color:#800080;">'''614877 – Replacing a user with multiple users'''</span>

In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees.&nbsp;

Administrators can now:&nbsp;

 

*Replace the user with one or more users, by selecting the entity and all/selective instances of that entity, and create a saved search for records to replace users. &nbsp;  

*Validate the replaced user role against the assigned role.&nbsp;

*Get a notification on adding or completing a task.&nbsp;<br/> &nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 26.png|720px|7.15 Release Notes Screenshot 26]]</div>

<span style="color:#800080;">'''614963 – Superseding agreement values as per amendment using rules'''</span>

In ICI, users could supersede all attributes of a parent agreement configured as ‘supersedable’ with values from its amendment, either manually using the “Supersede” action or automatically through the auto-supersede task. Users can now selectively supersede individual entities based on business conditions.

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 27.png|720px|7.15 Release Notes Screenshot 27]]</div>  

The administrator can control the supersede functionality for agreements by:

 

*Enabling auto supersede option at the contract type level.  

*Configuring the “Supersede Rule” with “Is Supersede by Amendments” or “Is Supersede by Termination” options.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 28.png|720px|7.15 Release Notes Screenshot 28]]</div>  

Users can view the attribute’s supersede value on the agreement and the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing ICI behavior.

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 29.png|720px|7.15 Release Notes Screenshot 29]]</div>  

<span style="color:#800080;">'''615293 – Showing or hiding the No Team Available message'''</span>

In ICI, users may encounter specific workflow configurations, such as the self-approval process, that do not require users added to the team. The “No Team Available” message, displayed in such cases, adds to the number of non-value clicks for users to continue.&nbsp;

ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks.&nbsp;

 

 

*Selectively enable or disable the “No Team Available” message window, at the entity contract type level, appearing at various states.&nbsp;

*Disable the “No Team Available” message window altogether, at the instance level, for all entities. The instance level settings will override the entity level settings.&nbsp;

 

'''Note:''' This capability is available across ICI for all entities, events, integrations and add-ins in ICI.

<span style="color:#800080;">'''618345 – Defining complex conditional logic for attributes visibility'''</span>

Previously, users could configure a conditional attribute for a contract type with simple conditions using single “equal to” operator.&nbsp;

<span style="color:#800080;">'''616901 – Applying facets to business status search filter'''</span>

Business statuses are prominently used across all customers as they reflect the actual status in business terms compared to the system workflow status. Previously, the ICI search functionality supported filters on “Business Status” for users to narrow down results. However, manually selecting filters often becomes a tedious task in the case of several business statuses.&nbsp;

 

To provide a better user experience and ease of use, faceted filters using string operators, such as “Contains”, “Exactly”, “Starts With” and “Does Not Contain” are being added to the “Business Status” filters.<br/> &nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 31.png|720px|7.15 Release Notes Screenshot 31]]</div>  

<span style="color:#800080;">'''694211 – Improving handling of exceptions for string combinations'''</span>

Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions.&nbsp;

ICI's parsing logic is now improved for handling string combinations with special and alphanumeric characters so that no errors are generated. This applies to all entities across ICI, where a combination of special characters, alphabets, and numbers can be used.<br/> &nbsp;

<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>

New customers or new groups onboarding to ICI mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard the hundreds to thousands of templates and clauses.&nbsp;

With this release, automation has been provided for bulk import using the “Legacy Upload” tool, which will reduce any human dependency, manual approvals, and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.

Along with the tool, an XML specification document is also released which can be used for creating tags in the input document files of clauses and templates.<br/> &nbsp;

<span style="color:#800080;">'''655507 – Uploading and downloading large files with the file path attribute'''</span>

ICI now provides support for larger files. This is applicable to masterdata and associations.

*Upload files up to 4GB under the file selection attribute.&nbsp;  

*Download All/Download Package up to 6 GB.

ICI supports virus scanning of large files if the virus scan feature is enabled.<br/> &nbsp;

 

'''Note:&nbsp;'''This is not applicable for contract requests, agreements, associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs.&nbsp;The Upload/Download of the files would be supported for Azure and Windows Storage.

<span style="color:#800080;">'''618994 – Supporting special characters in agreement templates and support to skip empty columns while a saved search/association is tagged in a template'''</span>

 

Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash),&nbsp;: (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (period) can be used in the display name of attributes for contract requests, agreements, associations, and masterdata contract types. The same attribute display name, as provided by the configurator, will now be displayed including special characters.

 

In scenarios where the association or saved search is tagged as a table in the agreement, and a particular column of the table does not have any data, we have introduced a functionality to skip such empty columns.&nbsp;

 

During template creation from Icertis Experience for Word, the configurator can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table. This property needs to be added manually in the “Content Control Properties”, at any position after the contract type GUID, separated by a '|' (pipe separator). This enables empty columns to be skipped in document assembly, thereby eliminating unnecessary empty columns in the agreement version. The order of the columns in the table is determined by the attributes in the display preference of the associated document contract type.&nbsp;

 

Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 32.png|720px|7.15 Release Notes Screenshot 32]]</div>  

<span style="color:#4B0082;">'''593421 – Labeling agreement document versions as per signature copy'''</span>

<span style="color:#800080;">'''872309 – Providing flexibility for assembling associations tagged as clauses'''</span>

In ICI, on publishing and updating actions, all clauses are evaluated, assembled and changes are reflected in the agreement document. However, if associations are tagged in clauses, on “Assemble Contract” and “Send For Approval” actions, clauses do not get assembled and associations do not get populated in the agreement document.

As part of our continuous effort to provide flexibility to ICI users and improve the user experience, a key “Core.Agreement.EnableDynamicClauseAssemblyPostCreate” has been introduced.&nbsp;

*If the key is enabled, when an associated document is uploaded, the entire document will be automatically assembled (Clause, Attribute, Associations, Saved Search) on the “Assemble Contract” and “Send For Approval” actions.

*If the key is not enabled, the ICI document will be assembled on “Publish” and “Edit Agreement” actions. Only associations will be assembled on the “Assemble Contract” and “Send For Approval” actions.  

'''Note: '''By default, the key is set to false.<br/> &nbsp;

<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span>

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 on the mobile app.&nbsp;Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to refresh on these actions and improve usability automatically.<br/> &nbsp;

 

 

 

Android 11 compatibility changes have been made with this release by setting the target SDK version to 30 and deprecated methods have been updated.

<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span>

 

 

<span style="color:#800080;">'''704069 – Enhancing ICI API 2.0 implementation'''</span>

With this release, support has been added for the 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 visualizing, retrieval, creation, and updating of the instances of the following entities:<br/> Contract Requests

New visualize endpoints have also been added for the above entities to get information about their attribute and template configuration.

<span style="color:#800080;">'''756815 – Downloading associated document API'''</span>

As part of our efforts to continually improve ICI, new API endpoints have been added in this release to download associated documents of agreements and contract requests.

&nbsp;

A new service bus topic has been created to publish messages about workflow operations. The messages will notify if any failures are encountered during workflow actions.

Users will now get a definite response, with required details of the error and cause on services bus. Based on the topic notification, integration developers can take follow-up actions based on success and failure.<br/> &nbsp;

<br/> <span style="color:#800080;">'''660859 – Supporting TrackingId in APIs'''</span>

To work with ICI entities, at times, multiple API calls are needed to complete an operation.&nbsp;

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;

In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused the failure of the agreement creation. An identifier has been added to resolve this issue which subsequent APIs for correlating from a logging perspective can pass.&nbsp;

 

The following API changes have been made to ensure that the existing implementation and code remains intact:

 

*Provided support for a “TrackingId” header in every logging request.&nbsp;

*Users will receive the “TrackingId” 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. In Kibana, developers must look for “CorrelationID” which maps the “TrackingId” used in API.<br/> &nbsp;

 

'''Note: '''The implementation of the "TrackingId" is optional and the value must be GUID only.&nbsp;Supported in API 1.0 as well.

 

 

</div>  

== ICI Add-ins Enhancement Details ==

<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>

ICI users may need to modify an agreement as per business requirements by adding a clause. The clauses are displayed by “Clause Group” in the clause library by default and then searched by the clause name.&nbsp;

Multiple filters can now be configured at the template and clause level to help users easily retrieve relevant data. This improves usability for customers having a large number of clauses and templates in their clause and template library.

== AI Applications Enhancement&nbsp;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 and allows users to review and take corrective actions on them, and assess the risk when negotiators accept these exceptions. &nbsp;

The legal playbook is now enhanced and provides more options to work with the playbook from Icertis Experience for Word.&nbsp;

<div class="image-green-border">[[File:7.15 Release Notes Screenshot 37.png|720px|7.15 Release Notes Screenshot 37]]</div>  

<span style="color:#800080;">'''575475 – Automating user feedback during clause review'''</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 recommends values to users, it is expected that users would select the correct value at the time of review. &nbsp;

During clause review of a discovered clause, AI suggests a list of library clauses to be matched with the discovered clause. If a user selects one of them or selects a completely new clause from the library, the AI algorithm learns from such user actions. These learnings are incorporated in the next discoveries to improve the accuracy of clause recommendations.&nbsp;

<br/> <br/> <span style="color:#800080;">'''539492 – Rearranging discovered clauses'''</span>

Clauses found using DiscoverAI in an agreement document are displayed with clause categories in the “Clause Discovery” section on the web UI. Sometimes, AI may identify the clause boundaries incorrectly. Users can now review and rearrange boundaries for such clauses on the “Clause Discovery” page. &nbsp;

*Merge multiple discovered clauses into a single clause or split a large discovered clause into multiple clauses.&nbsp;  

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. Typically, users might have already entered attribute values by the time they trigger/perform the create/publish action, thereby making the attributes discovery process redundant. Also, two different attribute pages had to be maintained, with personalization and validations not being available on the attribute discovery page.&nbsp;

With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during the agreement creation process. Discovered values will then be auto-filled in empty attributes and users can view additional potential options for the discovered attributes.&nbsp;

Users can:&nbsp;

*View the progress of the attribute discovery.&nbsp;

*Identify AI discoverable attributes on the “Attributes” page of the agreement creation wizard.

*View the values recommended by AI for discoverable attributes.

*View the agreement document on the “Attributes” page itself, for quick validation of AI recommended values for discoverable attributes as well as attributes values already tagged in the agreement document

<span style="color:#800080;">'''727312 – Clause hierarchy discovery in text PDFs'''</span>

In the previous release, clause hierarchy discovery was introduced in well-formatted .docx agreements.

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 also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in a hierarchical format.<br/> &nbsp;

<span style="color:#800080;">'''727314 – A generalized framework to support additional languages in AI apps'''</span>

In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.

With this release, a language framework has been implemented for AI discovery which can support a large number of languages. Using this generalized framework, DiscoverAI, NegotiateAI, and DiscoverAI for legacy apps have been enhanced to support additional European languages – French, Dutch, Norwegian, and Swedish.&nbsp;

Along with the clause and obligation discovery support, AI models would be able to discover attributes too, in all the supported languages.&nbsp;<br/> &nbsp;

== Reports Enhancement Details ==

<span style="color:#800080;">'''514593 – Introducing the&nbsp;Tagged Attributes Report'''</span>

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, Attribute tagged as Clause Extended Attribute and Attribute Display Name.<br/> &nbsp;

<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>

Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.

In this release, the report is being enhanced to display “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 of the clause extension attributes. The “Clause Extension Version Summary” will display the latest values of clause extension attributes.&nbsp;<br/> &nbsp;

<br/> <span style="color:#800080;">'''514611 – Introducing the&nbsp;Notifications History Report'''</span>

ICI administrators can set up subscriptions for different entities, for notifications to be sent to subscribed users at the occurrence of certain events. Notifications can also be sent using the broadcast functionality. 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.&nbsp;

<span style="color:#800080;">'''742607 – Providing additional localization support in reports'''</span>

With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management, and Insights SSRS report, in the following areas:&nbsp;

*Contract type names, if the respective entity has locale resource key values in the database.&nbsp;

*Graph and Time zone tooltips, if present in the report.

*Informative messages such as “No data available”. &nbsp;

<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span>

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;

&nbsp;

<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>

The “Cycle Time Report” displays the cycles for contract 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.

 

With this release, an “Organization Unit” filter is being introduced in this report for users to derive the desired information.

== Integration Details ==

<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>

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.

*Introducing the hybrid signature process allows users to use manual and electronic signature mode in a single transaction.

'''Note: '''If the DocuSign console is enabled, then the user has the provision to tag the signatories after manual signatures.&nbsp;For other signature modes, ICI relies on the provisions facilitated by your signature provider.

*Enabling DocuSign console with ICI that allows users to:

**Add and modify the signatories.  

**Change the signature sequence.

**Use Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.<br/> &nbsp; 

<span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>

This capability has now 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.

<span style="color:#800080;">'''751651 – Publishing success/failure notification message on ASB post data sync from Salesforce'''</span>

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 agreement document changes.

With this release:

*Document assembly or notification to third party applications can be triggered by consuming the notification message posted on ASB via custom task implementation. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.  

*Upon completion of data sync for an opportunity, the Salesforce data sync task raises a “Data Sync Passed/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for each ICI entity related to the given opportunity. The message posted on ASB will display details such as Opportunity ID, ICI entity SysId and time stamp, among other information.<br/> &nbsp;

<span style="color:#800080;">'''796155 –&nbsp;Enhancements to the data flow between Salesforce/MS CRM and ICI'''</span>

Previously, when changes were made to any Salesforce entity, then the data would sync in all related ICI contracts/requests, irrespective of their state in ICI. For example, contracts in the "Waiting For External Signature" state would not be updated via ICI UI but would get updated via data sync.

With this release:

*Changes made to a record of an entity (for example, “Opportunity”) in Salesforce will not sync to corresponding ICI contracts if they are in “Waiting For External Signature”, “Waiting For Internal Signature” or “Expired” states.&nbsp;  

*The data will sync only for tracking attributes if the contract is in the "Executed" state.&nbsp;  

These enhancements to the data flow, done for configurability and consistency with the ICI user interface, will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.

<br/> <span style="color:#800080;">'''674469 – Generating ICI notifications and enhancing Salesforce data sync'''</span>

With this release:

*Customers will get success/failure ICI notification for data sync as well as reverse sync; and if there are any failures/exceptions in the sync process (data/reverse), the system will retry the respective operation, based on the configured retry count.&nbsp;

*Additional logging has been introduced for ICI-Salesforce integration messages. Depending on the message type (success/failure), the Kibana logs will contain correlation ID, status, and JSON details.&nbsp;

<br/> <span style="color:#800080;">'''679797 –&nbsp;Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use'''</span>

Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user IDs and passwords for authentication and authorization of production systems in an enterprise. Security organizations also have stringent security policies which do not approve user Id or password authentication process.&nbsp;

With this release, support is provided for JWT (JSON Web Token) Bearer OAuth, a secure authentication and authorization process. This makes the ICI integration with Salesforce more secure as the actual “Modified By” user from Salesforce is set as “Modified By” user in ICI for the corresponding ICI records during data sync.&nbsp;

When entities in Salesforce are updated by a user, the process builder sends a message to the 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;

ICI now uses the client ID and secret key, instead of user ID and password, for the authentication/authorization process between MS CRM 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;

Users will have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.<br/> &nbsp;

'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''

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 target environments, thus reducing the manual efforts.

The following entities are now supported:

 

 

'''Note:''' Customers using ICI versions before 7.15 will need to upgrade to use this feature.

 

<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</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;

As part of our continuous efforts to support our partners, we have upgraded the following documents for this release:

*'''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 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.  

*'''Working with ICI Tasks: '''Updated for the 7.15 release.  

*'''Working with ICI Hooks:&nbsp;'''Updated for the 7.15 release.

 

 

 

*'''Self-Serve Tools:''''''&nbsp;'''Updated for the 7.15 release.  

== Technical Requirements for Release 7.15 ==