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−	= ICM Release Notes - Release 7.9 =	+	= ICI Release Notes - Release 8.2 =
−	 	+	Apart from new features and enhancements, this document contains information on:
−	== Overview of Release 7.9 ==	+	*[[#_Technical_Requirements_1|Technical Requirements]]
		+	*[[#_Accessibility_Conformance|Accessibility Conformance]]
		+	*[[#_Known_Issues|Known Issues]]
−	The 7.9 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience and intuitiveness by continually improving the ICM user interface.	+	Refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.2/index.php?title=ICI_Help Wiki] documentation (also found in your ICI help section) for details on all ICI features and functionalities.
−	The key enhancements of this release include:	+	= New Features and Enhancements =
−	*Enhancements in AI applications such as providing the Agreement/Clause Similarity functions and some UX improvements in the Negotiate AI app, supporting Obligation discovery on Templates and incorporating user actions feedback in the Obligation AI app, adding some hooks in the Visualize AI app to support custom visualization, and adding support for Table discovery in the Discover AI app.	+	== Contract Authoring & Management  ==
−	*Improving the ICM infrastructure to determine the Application Type (Contracting, Sourcing, Proposal, Obligation Management, and Supplier Lifecycle Management) when creating a Contract Type.	+
−	*Allowing multiple stakeholders to collaborate within ICM itself, thus eliminating the need for using external tools such as Email, Skype, etc.	+
−	*Enhancing Search filters to include Team roles. The search capabilities have been further improved to allow searching of Agreements and Associated documents based on Clause usage, so that users can tackle the high risk Agreements first and mitigate risks.	+
−	*Improving usability by allowing the comparison of any two versions of the Agreement document, displaying a banner for an announcement or scheduled event, Introducing the bulk import tool to import Templates/Clauses in bulk along with tagging and rules, enhancing bulk upload capability to create an assignment or initiate termination, provision users, and add team members when creating or updating an Agreement/Amendment.	+
−	*Introducing the ability to tag the same Masterdata localized Attribute multiple times to support bilingual Templates within ICM.	+
−	*Improving the ability to create Rules by introducing new conditions such as ''Has A Value'' and supporting Power Set conditions for multi-select data 	+
−	*Extending support to Template Variables to be able to track the dependency between the Contract Type Attributes and Template Variables.	+
−	*Improving Power Business Intelligence (BI) usability by making some UX related changes, displaying the Power BI Dashboard on the Advanced Analytics tile and improving the user experience.	+
−	*Refining Reports to display the Date and Time as per user preferences in addition to more reports now being available on the Dashboard as KPIs.	+
−	*Improving the Icertis Experience by: <ul style="list-style-type:circle;">	+
−	</ul>  </ul>	+
−	*Introducing a new .JS version of the ICM Outlook Plugin to be able to upload the next version of the Agreement Document and Associated Document, or creating a new Association instance and the uploading the Associated Document received over Email to the Agreement, thus reducing the overall turnaround time for the author.
−	*Introducing a new field for Salesforce users named ''Field Set Name'' so that the Adapter reads the metadata and sends only the Attributes defined for the entity when the integration is triggered from Salesforce. It also allows using Attributes defined at the Template level to store critical data as part of the Agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.
−	*Collaborating with Microsoft Team to provide a seamless user experience when authoring contracts, negotiations, or when discussing ideas and exchanging files, and in turn significantly improving the cycle time.
−	*Configuring the ICM Workday Adapter so that Executed Agreements can be attached as .PDF, instead of .docx.
−	*Providing the capability to upload a manually signed copy of an Agreement document using the ''Print, sign and upload'' capability of Adobe Sign, and supporting redlining in Associations tagged as a Table in a Template or Agreement document, in addition to allowing the user to send supporting documents along with the main Agreement for signature when using Adobe Sign.
−	</ul>	+	=== Amend contracts preserving previously negotiated terms ===
−	These Release Notes provide an overview of enhancements to ICM and the ICM Experience for Integrations. Refer to the detailed Wiki documentation for explanation and capabilities of these and all other ICM features and functionalities.	+	'''What''' – When users amend a contract, they now have a choice to either use the base agreement or a previously negotiated and amended contract. Along with the contract version, users can also choose the associations to copy to the amendment.
		+	'''Advantages''' – Maintaining a history of the original agreement and all amendments is now possible. This helps in auditing the changes made to contracts over time.
		+
		+	'''How''' – Options to choose the amendment and copy associations to the amendment are now available when creating an amendment. Users can associate and inherit documents such as NDA, SOW, etc.
		+
		+	'''Value''': Compliance | User Experience<br/> '''For''': Legal Team | Authors | Contract Managers<br/> '''Feature ID''': 1233193
		+
		+	=== Send multiple agreements packaged in a single envelope for electronic signature ===
		+
		+	'''What''' – Earlier, agreement could be bundled only with its associations and sent for electronic signature. With this release you can also bundle peer agreements in a single package for electronic signing.
		+
		+	'''Advantages – '''Eliminates the need to send one agreement at a time for signature, thereby saving time. Provisions setting a sequence in which the agreements must be signed and facilitates reordering if required.
		+
		+	'''How - '''Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.
		+
		+	'''Value''': User Experience | Contract Building Performance<br/> '''For''': Contract Owners | Legal Compliance Team<br/> '''Feature ID''': 1369302
		+
		+	=== Quickly create and edit contract types in bulk using excel workbook ===
		+
		+	'''What''' – ICI now allows its users to edit and create contract types in bulk using the Microsoft Excel workbook. User can also edit multiple attributes for multiple contract types at once.
		+
		+	'''Advantages'''
		+
		+	Contract type (CT) changes happen frequently in the implementation phase, the feedbacks from the customers regarding the changes in the CT have to be earlier implemented one by one for each CT in ICI UI. Now, this changes and edits can be done in one go using this feature.
		+
		+	Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.
		+
		+	'''How'''
		+
		+	A button “Bulk Contract Type” is now added under “Configure” tile.
		+
		+	Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.
		+
		+	'''Value''': User Experience<br/> '''For''': Admins | Legal Team | Contract Managers<br/> '''Feature ID''': 1342050
		+
		+	== Icertis Experiences ==
		+
		+	=== Rules functionality added to Icertis Experience for Word ===
		+
		+	'''What''' – Users can now create rules for assembling the clause and define the rules for selecting the template from within Microsoft Word to display clauses in agreements based on specified conditions. Existing rules can also be viewed or edited from Microsoft Word.
		+
		+	'''Advantages – '''Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.
		+
		+	Reduced turnaround time, instead of switching while creating the clause and template
		+
		+	'''How – '''Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.
		+	<div class="image-green-border">[[File:8.2 RN 01.png|300px|8.2 RN 01.png]]&nbsp;&nbsp;[[File:8.2 RN 02.png|300px|8.2 RN 02.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Legal Team<br/> '''Feature ID''': 1117626
		+
		+	=== Outlook Add-in – Labeling and validation for emails added to ICI ===
		+
		+	'''What – '''Every email uploaded in ICI will now display an Outlook category label, that helps users know if the email is already added in ICI. Additionally, a validation is also displayed if user tries uploading same emails twice. Users can customize the outlook category label as per the needs.
		+
		+	'''Advantages – '''Avoid uploading duplicate email conversations in ICI.
		+
		+	'''How – '''This feature is available as part of Icertis Experience for Outlook.
		+	<div class="image-green-border">[[File:8.2 RN 03.png|600px|8.2 RN 03.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Contract Managers | Legal Teams<br/> '''Feature ID''': 1341557&nbsp;
		+
		+	=== Revamping ICI Salesforce User Experience ===
		+
		+	'''What''' – Revamping the ICI Salesforce user interface to give a better user experience, with addition of features and enhancement under agreement related sub tabs.
		+
		+	The following agreement sub tabs can now be seen with new capabilities:
		+
		+	*Associations sub tab
		+	*Amendment sub tab
		+	*Note sub tab
		+	*Team sub tab
		+	*Collaboration sub tab
		+
		+	Some new features include:
		+
		+	Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.
		+
		+	Ability to preview the document from amendments sub tab.
		+
		+	The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.
		+
		+	'''Advantages '''– This revamp will be giving a more consistent and familiar user experience with enhanced look and feel inline with Salesforce native user experience across tabs, subtabs and actions for sales personas.
		+
		+	'''How''' – Below are few screenshots of the revamped ICI Salesforce platform.
		+
		+	New ICI Salesforce Agreement Details screen
		+	<div class="image-green-border">[[File:8.2.RN 1.png|720px|8.2.RN 1.png]]</div>
		+	New Add Note Dialog box
		+	<div class="image-green-border">[[File:8.2.RN 2.png|720px|8.2.RN 2.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Sales Team<br/> '''Feature ID''': 1356012
		+
		+	=== Salesforce – Visibility of products and services sold to customers ===
		+
		+	'''What''' – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.
		+
		+	'''Advantages – '''With visibility to Agreement lines through this feature, Sales Executives will be able to identify Cross-sell, up-sell opportunities to pursue relevant sales, and request amendment to appropriate contract.
		+
		+	'''How – '''A new subtab “Agreement Lines” is added for account object displaying all the active product and services sold to the customer. The products displayed under agreement line subtab are fetched via ICI saved searches.
		+	<div class="image-green-border">[[File:8.2.RN 3.png|720px|8.2.RN 3.png]]</div>
		+	'''Note: '''The “Agreement Lines” displays only active products and services from executed contracts.
		+
		+	'''Value''': User Experience<br/> '''For''': Sales Managers | Sales Executive<br/> '''Feature ID''': 1192973
		+
		+	== Enhancements – Mobile App Experience ==
		+
		+	[[File:8.2 RN 32.PNG|720px|8.2 RN 32.PNG]]
		+
		+	== Administration & Configuration ==
		+
		+	=== Enhanced ICI startup validation architecture ===
		+
		+	'''What''' – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.
		+
		+	'''Advantages – '''Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.
		+
		+	'''How – '''At startup, the validation framework checks for configuration keys that are inconsistent or incorrect and restores those to default values thereby preempting any startup issues. Technical admins can view and investigate the validation logs on the self-service portal.
		+
		+	'''Value''': Reliability, Supportability<br/> '''For''': Administrators<br/> '''Feature ID''': 1373024
		+
		+	=== Configure E-Signature Integrations within ICI ===
		+
		+	'''What''' – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
		+
		+	'''Advantages '''– This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team.&nbsp;
		+
		+	'''How''' – Technical administrators can configure E- sign providers (DocuSign and AdobeSign) from the E-sign configuration page.
		+	<div class="image-green-border">[[File:8.2 RN 04.png|720px|8.2 RN 04.png]]</div>
		+	'''Value''': Self-service<br/> '''For''': Technical admins<br/> '''Feature ID''': 1180879
		+
		+	=== Integrated Config keys validation framework ===
		+
		+	'''What''' – ICI now has the capability to check incorrect values, difference in data types, and inconsistency in configuration data. The utility can be run prior to starting an application and the report and errors reported can be used to help find a solution.
		+
		+	'''Advantages – '''Helps prevent issues that occur during application startup.
		+
		+	'''How – '''At the start of an ICI instance, the disparity in the configuration keys is identified, and the incorrect keys are set to the default value. All such changes are recorded in the self-service portal so that the technical admins can investigate the errors.
		+
		+	'''Value''': Self-service &nbsp;<br/> '''For''': Administrators<br/> '''Feature ID''': 1373030
		+
		+	=== Configure SSO integrations within ICI ===
		+
		+	'''What''' – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
		+
		+	'''Advantages '''– This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team.&nbsp;
		+
		+	'''How''' – Technical administrators can configure SSO integrations (SAML, WS-Fed and O-Auth) from the SSO configuration page.
		+	<div class="image-green-border">[[File:8.2 RN 05.png|720px|8.2 RN 05.png]]</div>
		+	'''Value''': Self-service &nbsp;<br/> '''For''': Technical admins<br/> '''Feature ID''': 1180896
		+
		+	=== Customer-specific SAML/OAuth SSO Configurations ===
		+
		+	'''What – '''In a multitenant instance of Icertis Contract Intelligence, SSO configurations are now moved from a single configuration file to separate configuration files for each tenant. These configurations can now also be modified from within Icertis Contract Intelligence.
		+
		+	'''Advantages''' –
		+
		+	*Site reliability and stability - SSO issues affecting one tenant do not impact other tenants.
		+	*Self-service - Technical admin users can configure SSO without intervention from Icertis teams.
		+
		+	'''How – '''Users with the right permissions can make SSO configuration changes from the Tenant.config file. The changes can also be made from within ICI by Technical Admin users.
		+
		+	'''Value: '''Self-service, Reliability, Supportability<br/> '''For:''' Technical Admins<br/> '''Feature ID: '''1317384
		+
		+	=== Error-handling framework ===
		+
		+	'''What '''– A centralized and industry-standard error handling framework for faster troubleshooting, analysis and resolution of issues. The list of error codes and related data is cataloged & documented, which will act as a standard reference for all error codes in the ICI platform.
		+
		+	The framework provides the following features:
		+
		+	Detailed and structured data to determine severity, origin, module, area & source of the error.
		+
		+	No unhandled exceptions emanating from the system.
		+
		+	Detailed logging is done in a central repository like Kibana.
		+
		+	For ICI Instances where AppInsights is available, a correlation id helps to track calls and correlate the complete chain of events that led to the error.
		+
		+	'''Why '''– Eliminates time required to locate and understand the issue and reduces the overall time needed to fix issues.
		+
		+	'''How '''– ExceptionHandler attribute is introduced, which will have following Origin, Area, Module, Sub Module in the form of code.
		+
		+	For example: 50000030021360X8013153 (shown on User Interface)
		+
		+	Breakdown of the code is as follows:
		+
		+	5 – Severity
		+
		+	00 – Origin (First parameter of Exception Handling attribute)
		+
		+	00 – Source (mostly internal)
		+
		+	03 – Area (Second parameter of Exception Handling attribute)
		+
		+	002 – Module (Third parameter of Exception Handling attribute)
		+
		+	136 – SubModule (Fourth parameter of Exception Handling attribute)
		+
		+	0X8013153 – Standard C# HResult which can be googled to see the exception type
		+
		+	Class decorators for Exception Handling
		+
		+	['''ExceptionHandler''' (exceptionOrigin: ExceptionOrigin.Core, exceptionArea: ExceptionArea.CLM, module: ExceptionAreaModule.CLM_AdminTask, submodule: ExceptionAreaSubModule.CLM_AdminTask_Root)]
		+
		+	When an error occurs, the error code is displayed on the error message, see the screenshot below.&nbsp;&nbsp;
		+	<div class="image-green-border">[[File:8.2 RN 33.PNG|400px|8.2 RN 33.PNG]]</div>
		+	'''Value: '''Supportability<br/> '''For: '''Partner Developers | Any Application User | Troubleshooters<br/> '''Feature ID''': 1373034
		+
		+	=== Administration & Configuration Enhancements ===
		+
		+	[[File:8.2 RN 34.PNG|720px|8.2 RN 34.PNG]]
		+
		+	== Reporting Analysis ==
		+
		+	=== Dashboard and Power BI reports for Supplier Evaluation ===
		+
		+	'''What – '''An interactive Supplier Evaluation dashboard with the following features is now available out-of-the-box:
		+
		+	Interactive graphs for status of evaluation cases, evaluation distribution by performance, and ageing in review or approval states.
		+
		+	Enlists the top and poor performing suppliers based on a host of filters like evaluation type, period of evaluation, supplier name and more.
		+
		+	Captures evaluations that are awaiting supplier inputs for missing documents.
		+
		+	360-degree supplier performance score card about different evaluations, KPI and performance trend over a time period.
		+
		+	Capture supplier documents/ certificates that are expired or expiring within 5 days.
		+
		+	'''Advantages –'''
		+
		+	Information is represented visually and is easier to consume and track.
		+
		+	Assist the procurement team in setting up the right expectations and manage supplier relationships.
		+
		+	Insights into poorly performing suppliers can help in planning proactive performance improvement.
		+
		+	'''How – '''The dashboard and reports can be accessed from the Supplier Management -> Dashboard.
		+
		+	'''Pre-requisite''': HTTP Artifact binding should be supported by the respective IDP server to enable this feature.
		+	<div class="image-green-border">[[File:8.2 RN 15.png|720px|8.2 RN 15.png]]</div>
		+	'''Value: '''Analytics&nbsp;| User experience<br/> '''For: '''Vendor Management Office | Procurement Department | Business Analysts| Legal Team<br/> '''Feature ID: '''1235347
		+
		+	=== New filters added to Agreement and Amendment based SSRS reports ===
		+
		+	'''What – '''The following filters are now available on UI for DRF Agreements Pending Approval and DRF Expired Agreements reports:
		+
		+	Contract Type
		+
		+	Org Unit
		+
		+	Agreement Owner
		+
		+	Agreement Status
		+
		+	Created Date (Created Date From, Created Date To)
		+
		+	Time Zone
		+
		+	'''Note''': These reports are default and cannot be customized as of now.
		+
		+	'''Advantages – '''One or more filters can be applied to help view the data in contextual slices.
		+
		+	'''How – '''The filters can be applied from the respective reports page, which can be accessed from the Default Reports tab.
		+	<div class="image-green-border">[[File:8.2 RN 16.png|720px|8.2 RN 16.png]]</div>
		+	'''Value: '''Self-service<br/> '''For: '''Managers | Legal Team | Decision Makers<br/> '''Feature ID: '''1346718
		+
		+	=== Self-Service Configuration page for creating custom SSRS reports and dynamic views ===
		+
		+	'''What – '''Technical users can create or modify dynamic views and create or modify SSRS reports from the self-service configurations page. Some knowledge of technical column names and JSON is necessary to make the modifications.
		+
		+	'''Advantages – '''Provides a simpler path to customize reports and can be done by technical users without intervention from Icertis teams.
		+
		+	'''How – '''Users with technical role ‘Report admin’ can access the Report Configurations tab on the System Configuration – Self-Service page and create and modify the dynamic views and SSRS DRF reports.
		+	<div class="image-green-border">[[File:8.2 RN 17.png|720px|8.2 RN 17.png]]</div>
		+	'''Value: '''Self-service<br/> '''For: '''Configuration Admin | External implementation partners<br/> '''Feature ID: '''1346720
		+
		+	== APIs ==
		+
		+
		+
		+	=== API Management Service ===
		+
		+	'''What – '''API management is a key infrastructure of API offering working as a façade and controlling layer for use of ICI APIs. It consists of—a gateway which controls the flow of APIs from the integrating application to ICI API server, a management portal to configure the usage policies and an information portal called API Hub.
		+
		+	With the API Management, the following is possible for customers:
		+
		+	*Enforcing usage quota limit
		+	*Rate limiting (throughput throttling) of API calls (by default set to 5 API calls per min)
		+	*Monitoring and getting reports on usage of APIs
		+
		+	'''How – '''All customers using Icertis APIs can use the APIM gateway URLs as API URLs. For new customers, the APIs are automatically routed through APIM. For the existing customers that are already using APIs, they must make a configuration change to connect to APIM. The Icertis team will provide the exact API gateway URLs.
		+
		+	'''Note''': The API Hub capability where users can get the information about APIs, try out the endpoints and get API usage reports is described as a separate feature below in the release notes.
		+
		+	'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
		+
		+	=== Icertis API Hub–A New Developer Experience for Working with APIs ===
		+
		+	'''What – '''The new Icertis API Developer Experience is simple, secure, and immersive for the developers.
		+
		+	As an API developer, the new Icertis API Developer Experience allows you to discover and interact with the ICI APIs. Developers can find recommendations for making API requests, inputs for each endpoint, and authentication methods. Based on the subscription key, the developers can make API calls for the API products.
		+
		+	We have divided the API endpoints into distinct categories to facilitate access and search. Reports include data points like the number of API calls, response time, APIs used, etc.
		+
		+	'''Advantages''' –
		+
		+	*Smoother developer on-boarding and learning experience
		+	*Real-time usage reports provide transparency
		+
		+	'''How – '''You must have the APIM Dev Portal User role assigned to access the new APIM Developer experience. Contact your system administrator for access.
		+
		+	Additional notes:
		+
		+	*You can use OAuth or token-based authentication method
		+	*An additional fee is required to use the access-based certificate authentication method
		+
		+	'''For''': API Developers | Administrators<br/> '''Feature ID''': 1182735
		+
		+	=== Framework for the composite API ===
		+
		+	'''What''' – This release introduces “Single Response – Composite APIs” to eliminate creation of wrappers over ICI Platform’s APIs while using them.
		+
		+	The Composite API Framework supports the following features:
		+
		+	API endpoint for supporting composite structure
		+
		+	Request and Response representation
		+
		+	Validation framework for composition
		+
		+	Orchestration logic for composite requests
		+
		+	Referencing field's structure and usage
		+
		+	'''Advantages''' – The framework helps simplify the implementation and makes the integration more efficient. How - API developer can work on ICI entities via single composite API request to trigger series of APIs calls in a single API call and get multiple request results in a single response body.
		+
		+	'''Value''': User Experience | Ease of Use | Improved Efficiency<br/> '''For''': API Developers | Administrators<br/> '''Feature ID''': 1182667
		+
		+	=== API Endpoint Changes ===
		+
		+	[[File:8.2 RN 06.PNG|720px|8.2 RN 06.PNG]]
		+
		+	[[File:8.2 RN 07.PNG|720px|8.2 RN 07.PNG]]
		+
		+	[[File:8.2 RN 08.PNG|720px|8.2 RN 08.PNG]]
		+
		+	[[File:8.2 RN 09.PNG|720px|8.2 RN 09.PNG]]
		+
		+	[[File:8.2 RN 10.PNG|720px|8.2 RN 10.PNG]]
		+
		+	[[File:8.2 RN 11.PNG|720px|8.2 RN 11.PNG]]
		+
		+	[[File:8.2 RN 12.PNG|720px|8.2 RN 12.PNG]]
		+
		+	== AI Applications ==
		+
		+	=== Beta Feature – Refer existing obligations when reviewing AI-discovered obligations ===
		+
		+	'''What''' – AI-discovered obligations are automatically categorized in a category and sub-category when presented for review and confirmation. When reviewing discovered obligations users can now refer to existing obligations in approved state belonging to the same category, sub-category and related agreements. Changing the category and sub-category, displays the relevant set of approved obligations.
		+
		+	'''Advantages''' –
		+
		+	Referring '''Library Obligations''' can help you get a standard position/scope/language to be used while setting up a newly discovered obligation
		+
		+	Referring from '''Related Agreements''' helps you understand what obligations from parent (peer) contracts are to be set at the child level specially in case of back-to-back contracting (e.g., checking customer contracts and passing on the related obligations in supplier contracts)
		+
		+	'''How – '''Users can review AI-discovered obligations from the Review Obligation drawer, which can be accessed from the “Review Discovered Obligation” page.
		+
		+	Review Obligation drawer displaying Approved Obligations in Library Obligation
		+	<div class="image-green-border">[[File:8.2 RN 35.PNG|720px|8.2 RN 35.PNG]]</div>
		+	'''Note:''' Library Obligations are to be added manually. Please refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.2/index.php?title=ICI_Obligation_Management#Obligation_Library OM wiki] on how to setup an Obligation Library.
		+
		+	Review Obligation drawer displaying Approved Obligations in Related Agreements
		+	<div class="image-green-border">[[File:8.2 RN 36.PNG|720px|8.2 RN 36.PNG]]</div>
		+	'''Note: '''Time needed to display Obligations from related agreements may vary depending upon the number of Linked agreements and count of Obligations within them.
		+
		+	'''Value''': Efficiency | Time Saving<br/> '''For''': Legal Team | Contract Managers<br/> '''Feature ID''': 1366783
		+
		+	== Sourcing ==
		+
		+	The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application.
		+
		+	=== Converting RFI to RFP or RFQ ===
		+
		+	'''What''' – ICI Sourcing application now allows creating an RFP or RFQ from an RFI from which the suppliers are shortlisted. Users can create multiple RFP’s or RFQ’s from a single RFI.&nbsp;
		+
		+	'''Advantage''' – Saves time when creating an RFP or RFQ by allowing shortlisted suppliers to be selected from a previously completed RFI. &nbsp;
		+
		+	'''How''' – Users can use the “Create from RFI” button from the Sourcing index page or from the Create RFP/RFQ option on the RFI that is in “Bidding Closed” state.
		+
		+	'''Value''': User Experience<br/> '''Feature ID''': 1328960&nbsp;&nbsp;
		+
		+	=== Shortlist Suppliers in RFx ===
		+
		+	'''What''' – An enhancement has been made to the existing '''Shortlist''' feature that allows buyers to select and shortlist specific suppliers for the next procurement stage. For example, from RFI to RFP or RFQ or from one round to another in the same RFX. The supplier Shortlist can be modified in certain RFx statuses.
		+
		+	'''Advantage''' – Helps accessing preferred suppliers quickly or remove them from the “Suppliers” page thereby saving time.
		+
		+	'''How''' – A “Shortlist Supplier” option is added on the “Suppliers” page. &nbsp;
		+	<div class="image-green-border">[[File:8.2.RN 4.png|500px|8.2.RN 4.png]]</div>
		+	'''Value''': User Experience<br/> '''For''': Buyer and Administrator users<br/> '''Feature ID''': 1341682&nbsp;&nbsp;
		+
		+	=== Sourcing Enhancements ===
		+
		+	[[File:8.2.RN T4.PNG|720px|8.2.RN T4.PNG]]
		+
		+	== Obligation Management ==
		+
		+	The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application
		+
		+	=== Auto-create Obligations from Associations data ===
		+
		+	'''What''' – ICI Platform now facilitates improved Obligation intake from source Association records. An Obligation is automatically created from any defined associations such as Deliverables, SLA, Risk Assessments. For example, if a SOW has ‘Deliverable’ as an association, then the user can directly convert that deliverable into an Obligation.
		+
		+	'''Advantages''' – Streamlines and simplifies creation of Delivery Dates, Milestones, SLAs, Risk Assessments, and other obligations from associated records, improving process efficiency. Auto-creation of Obligations enhances tracking compliance centrally using Obligation Management.
		+
		+	'''How – '''You can use the “Create Obligation” menu option from the Associations object list view or details page.
		+	<div class="image-green-border">[[File:8.2.RN 5.png|720px|8.2.RN 5.png]]</div>
		+	'''Value''': User Experience | Contract Building | Managing Obligations | Process Efficiency<br/> '''For''': Risk Managers | Contract Administrators<br/> '''Feature ID''': 649740
		+
		+	=== Use “Date” & “DateTime” Attributes from Holding Agreement for Obligation Scheduling ===
		+
		+	'''What – '''Due'''dates and end dates for obligations can now be selected from any of the date attributes of the agreement.'''
		+
		+	'''Advantages'''
		+
		+	Eliminates the need for an Obligation creator to know specific dates.
		+
		+	Consistency in Obligation dates used across various members / obligation creators
		+
		+	Reduces the extra effort required in referring to Date Attributes of holding agreement entity (for example, Effective Date / Expiry Date) and use them in Obligation creation.
		+
		+	'''How – '''Two new attributes have been added to the Obligation Contract Type – “Select Due Date From” and “Select End Date From”. You can select a specific date value from the given options. The date value selected will be as per the actual date defined in the Agreement. For example, if you select “Expiry Date” value, an Obligation will be created with an expiry date that is same as the expiry date for the Agreement.
		+	<div class="image-green-border">[[File:8.2.RN 6.png|600px|8.2.RN 6.png]]</div>
	&nbsp;		&nbsp;
−	== ICM Application Enhancements ==	+	'''Value''': User Experience<br/> '''For''': Contract Operations<br/> '''Feature ID''': 913820
−	<span style="color:#008000;">'''420230 – Extend Contract Type definition to be able to describe the Application Type &nbsp;'''</span><br/> ICM offers the ability to determine the Application Type (Contracting, Sourcing, Proposal, Obligation Management, and Supplier Lifecycle Management) when creating a Contract Type. This is possible with the inclusion of two new Choice type Attributes, Business Application Type and Business Application Category at the Contract Type level. This feature helps effortlessly drive Business Application on the ICM platform. These Attributes are applicable for Agreements and Associated Document Contract Types, after the Business Application is enabled through a technical configuration. The access privileges for Business Applications such as Sourcing, are driven through Security Groups.<br/> &nbsp;	+	=== Obligation Management Enhancements ===
−	<div class="image-green-border"><span style="color:#008000;">'''390639 – Collaboration in Contracts &nbsp;'''</span><br/> Previously, stakeholders involved in the contracting/sourcing process used to communicate via external tools such as Email, Skype, etc. Managing these conversations that involved multiple stakeholders and multiple discussions was a cumbersome task. With this release, ICM has eliminated the need to use external tools and created a dedicated space available within the Agreement itself.&nbsp;<br/> To collaborate, multiple stakeholders involved in the contracting/sourcing process can:</div>	+
−	*Use the Collaboration tab available inside the Agreement&nbsp;	+
−	*Provision an internal/external Team member to communicate with other internal or external team member(s) by creating Topics and posting messages in it	+
−	*Provision users to send and receive attachments along with the message	+
−	*Provision users to mark the topic as closed once discussion is concluded.	+
−	*Send Email notification to participants when messages are posted in the topic	+
−	<div class="image-green-border">This can be achieved by setting the Enable Collaboration flag to Yes for the Agreement Contract Type, which displays a Collaboration tab on the Agreement Details page. To prevent data loss, once Collaboration is enabled for a Contract Type, it cannot be disabled.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">400058 – Enhance Search filters to include Team members and their Roles</span>'''&nbsp;</div> <div class="image-green-border">With this release, ICM now supports the ability to search entities based on any user roles so that users can keep track of the Agreements that they are responsible for review and approvals. Users can apply other filters along with the team role to derive out-of-the-box saved search KPIs that help them manage Agreements and Amendments faster and easily.&nbsp;<br/> You can now search, and filter Agreements based on any user roles using the following Categories – Team Member: Role Name, Is Group, Role Display Name, and User Name. &nbsp;<br/> &nbsp;</div>	+
−	<span style="color:#008000;">'''452265 – Ability to compare any 2 versions of the document'''</span><br/> Previously, users could only see the comparison between the last and the current version of the Agreement. This functionality has now been enhanced so that the user can compare any two of the available versions of the Agreement as required.<br/> &nbsp;	+
−	'''<span style="color:#008000;">408652 – Displaying an Announcement Banner</span>'''<br/> ICM has now improved user experience by providing the capability of displaying a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICM window alerting the users of the downtime, so that they can plan their work accordingly.&nbsp;This can be achieved through Application Settings by toggling the Show announcement banner field to Yes and entering the message to be displayed in the Announcement message box.<br/> &nbsp;	+	[[File:8.2.RN T5.PNG|720px|8.2.RN T5.PNG]]
−	<span style="color:#008000;">'''456074/439569/439668/467828 &nbsp;– Enhancements to Bulk Upload'''</span><br/> ICM has now enhanced usability by making the following enhancements to the Bulk Upload functionality so that you can:	+	== Supplier Relationship Management ==
−	*Provision users (which was earlier available only for Legacy Upload)	+	ICI Supplier Relationship Management application is certified to work with the 8.2 release
−	*Add Team members when creating an Agreement or Amendment	+
−	*Add Team members when updating Agreement or Amendment&nbsp;	+
−	*Create Assignment and initiate the Termination of Agreements<br/> &nbsp;	+
−	'''<span style="color:#008000;">382235 – Power BI Integration with ICM&nbsp;</span>'''<br/> With this release, in effort to improve Power BI usability, some changes have been made and some additional functionalities have been added.	+	=== Supplier Profile and Supplier Master records synchronization ===
−	*The following UX related changes have been made:	+	'''What''' – Supplier product and service categories are now automatically synced in the following events:
−	**Last Updated On text is changed to Data Source updated successfully&nbsp;	+
−	**The Refresh icon (which shows the minimum time of refresh cycle among all datasets) is changed to the Refresh page button	+
−	*If the session is going to time out, the Advanced Analytics page will display the standard ICM time out alert to the user.	+
−	*The Save your report option is now available for global reports. Users can save a copy of the report. It is visible in the user’s My Reports section and can be modified as required. If special characters are added to the report name, an error message will be displayed.	+
−	*You can edit the saved global report using the Edit Report Name option. If special characters are added when renaming a report, an error message will be displayed.	+
−	*You can also delete this report using the Delete Report option if it is no longer relevant.	+
−	*Power BI Dashboard is now available in the Advanced Analytics section. The Advanced Analytics tile now displays the following 3 tabs:	+
−	**''Business Summary:'' displays the following based on the defined KPIs and the authorization of the user (for example, Finance Head):	+
−	***Agreement Summary such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs).	+
−	***Deviations Summary such as Deviated Agreements and Contract Value (s) by Org Unit, Deviated Agreements by Contract Type, etc.&nbsp;	+
−	***Expiring Agreements such as Expiring Agreements by Month, Agreements marked for Auto-Renewal, etc.&nbsp;	+
−	***Cycle Time Report such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.&nbsp;	+
−	***Configuration Statistics such as Distribution of Templates by Contract Types, Clauses by Category, etc.&nbsp;	+
−	**''Legal Summary:'' displays the following based on the defined KPIs and the authorization of the user (for example, Legal Head).	+
−	**''Legal Details:'' displays the legal details at a more granular level based on the defined KPIs and the authorization of the user (for example, Legal Head).	+
−	*When creating reports, you can configure Power BI such that you can select what data you want to view. For example, you can only view the Agreements and Templates, but hide the Clauses. The same applies when asking a question.&nbsp;<br/> &nbsp;	+
−	=== Enhancements to Rules ===	+	On supplier qualification, the product/service category updates get copied to the Supplier Master category field.
−	<span style="color:#008000;">'''288372 – Inclusion of Clauses and Clause properties in Search facets&nbsp;'''</span><br/> ICM has further enhanced the search capabilities by allowing searches on Agreements, Amendments, and Advanced Search based on Clause usage. This allows users to prioritize the Agreements they plan to work based on Clause usage, thus being able to tackle high-risk Agreements first and mitigating risks.<br/> You can now search and filter Agreements using the following Clause categories: Clause Group, Clause Language, Clause Name, Is Alternate Clause, Is Dependent Clause, Is Deviated, Is Editable, Is Mandatory, Perform Deviation Analysis, Primary Clause, and Clause Code.<br/> <span style="color:#FF0000;">Note: </span>Clause Description, Clause Text, Linked Primary Clauses, Clause Status, Linked Primary Template Clause, and search based on Clause text area are also not supported in Clause categories.&nbsp;<br/> &nbsp;	+	Buyers update the Supplier Master the information is synced with the Supplier Profile.
−	'''<span style="color:#008000;">397346 – Ability to create Rule with ''Has A Value ''condition</span>'''&nbsp;<br/> With this release, the Has A Value condition has been enhanced to include all Data Types and system defined Attributes such that Rules can be set up for an Attribute having any value.<br/> For example, you want to set up a Rule so that an Approver John Doe should approve the Contract if a discount is applicable to it, irrespective of the value of the discount. Then, user can add a Rule using the Has A Value condition, such that John Doe is added as an Approver, if the discount has a value of 5%, 10% or whatever value is desired.&nbsp;<br/> Earlier this condition supported only a limited set of user defined and system Attributes, but now it has been enhanced to support all Data Types and additional system Attributes. It is now also available for the following Contract Type Attributes and Data Types: Contract Type Lookup, Contract Type Multi-Select Lookup, Choice, Multi-Select Choice, Number, Currency, Percentage, Date, DateTime, and URL. In addition, it is also available for system Attributes such as Template Name and Type Of Paper.&nbsp;<br/> &nbsp;	+	Buyers update the Supplier Profile the information is synced with Supplier Master.
−	<span style="color:#008000;">'''408653 – Enhancing Rules to support Power Set conditions for multi-select data&nbsp;'''</span><br/> Currently, ICM supports only the Contains/Does Not Contain conditions for multi-select data. The Contains operator does not check whether all selected values of the Attribute are a subset of expected values, but only checks for any one of them. Thus, when the Rules were evaluated, even the Templates, Approvers, Clauses, etc. that are not required get executed.<br/> To avoid this confusion, Rules have been further augmented so that the user can configure conditions for power sets (i.e. cases where the user wants a Rule to be executed only if the entity field contains a subset of the configured values). This is achieved by introducing the new operator, Subset of, which is applicable to only multi-select lookup that supports evaluation of string, number, user, percentage and email data types only.<br/> Let’s consider the example of a Template Selection Rule to select multiple products using the Subset of operator. Suppose, the Rule is defined such that Template 1 should be selected if the selection is a subset of Products A, B, C, then:&nbsp;	+	'''Advantage''' – Supplier records are consistent and can be consumed across all Icertis applications.
−	*If the user selects any subset of products {A,B,C} like A,B or B,C or A,C or A,B,C, then Template 1 will be available for selection	+	'''How''' – If a supplier record in the database is modified depending on the conditions defined, the other relevant records also get updated automatically.&nbsp;
−	*If the user selects any subset of products {A,B,C} & any other product like A,B,C,D or A,B,E, then Template 1 will NOT be available for selection	+
		+	'''Value''': Efficiency<br/> '''For''': Buyer users<br/> '''Feature ID''': 1420117
		+
		+	=== Supplier Relationship Management Enhancements ===
		+
		+	[[File:8.2.RN T7.PNG|720px|8.2.RN T7.PNG]]
	&nbsp;		&nbsp;
−	=== Enhancements to Templates ===	+	== Rebates Enhancements ==
−	<span style="color:#008000;">'''419834 –Localization of Masterdata Attributes to support bilingual Agreements/Templates &nbsp;'''</span><br/> Earlier, ICM did not directly support bilingual Agreements and Templates. As a result, users had to tag multiple Attributes in a Template for different languages thereby ending up duplicating multiple attributes in a Contract Type.<br/> To simplify this process and facilitate bilingual templates, ICM has introduced the ability to tag the same Masterdata localized Attribute multiple times for different languages which can be tagged in a bilingual Template. This allows the user to manage the same Attribute with a different language in the same Template or Agreement. The support for bilingual templates allows the user to specify the second language for the Template and also be able to tag localized Attributes in the Template with the second language.<br/> <span style="color:#FF0000;">'''Note:&nbsp;'''</span>	+	Rebates App in ICI Platform is enhanced to improve the usability and thereby improve the overall user experience, scalability and robust calculations. The Rebates App extends support for Big Data, AI, and Dynamic JSON. The enhancements in Rebates App can be summarized as below:
−	*It only supports string Attributes.	+	'''Refined seeded data model:'''
−	*Localization of Masterdata Attributes is applicable for - Template level support for Primary/Secondary language, Word Add-in (.NET and Scribe), Agreement and Clause tags, Document Assembly, and Rule-based Assembly.	+
−	*Rules will be evaluated in English for the Masterdata localized Attributes.	+
−	*Advanced Search also supports the localization of Masterdata Attributes.	+
−	*It is not applicable for Associations, Template Variables, Reverse Sync, and support tags on the Parent Agreement Clause.<br/> &nbsp;	+
−	<div class="image-green-border"><span style="color:#008000;">'''275828 &nbsp;– Clause and Template Harmonization – Beta version'''</span><br/> For harmonizing Templates from various sources, consolidating near-duplicates and migrating all templates into the contracts is an extremely time consuming task as the onboarding of a single template (along with Clauses, Template Variables, Clause Assembly and Template Selection Rules) was approximately 1 person days.<br/> Hence, ICM had introduced the Bulk Import tool to import the Templates and Clauses in bulk along with the tagging and rules.</div> <div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to Artificial Intelligence Apps in ICM ==	+
−	<span style="color:#008000;">'''386571 – Enhancements in AI Apps&nbsp;'''</span><br/> The Negotiate AI, Obligation AI and Visualize AI app have been merged to the ICM platform and these apps have been enhanced to improve their usability.	+	*Minimal configuration and data reusability to make Rebates app more scalable.
		+	*Standardized naming conventions to avoid any conflicts with other apps.
		+	*Normalized data has improved Calculation Engine’s efficiency by 50%.
		+	*Dynamic JSON for Rebate program data eliminates the need to have distinct rebates and payout calculation for every business unit in an organization. The enhanced calculation engine extracts JSON data from the Agreement and its associated documents and maps it with the newly configured attributes.
		+	*Background tasks optimized to support big data such as calculation engine processing large invoice and agreement datasets. As an example, for performance testing, it took 35 seconds (approximately) to process 170,000 &nbsp;records (approximately) as compared to 1 minute (approximately) for 5000 records (approximately) in the earlier version.
		+	*Rebate program attributes are a part of associated document instead of an agreement, which enables handling multiple rebate programs within a contract. This also reduces the number of attributes in an agreement, that improves the performance of agreement creation.
		+	*Standardized attributes management by allowing 16-digit numbers with 6 decimal places.
		+	*Generic Product, Location, and Customer hierarchies allow customizing configuration and mapping it to the calculation engine.
		+	*Previously, configuration supported only up to 10 customer details as these details were part of the Agreement itself. However, now these details are migrated as Associated documents to support unlimited customer details.
−	*The ''Negotiate AI ''app has been enhanced to provide the following functionality for an ICM user in context of a contract being viewed in MS Word:	+	'''Power BI Reporting:'''
−	**Agreement Clause Similarity functionality	+
−	**Agreement Similarity functionality	+
−	**UX improvements	+
−	*The ''Obligation AI ''app has been enhanced to:	+
−	**Incorporate user actions feedback in subsequent obligation discovery without extensive re-training of the model	+
−	**Support Obligation discovery on Templates	+
−	*The ''Visualize AI'' app has been enhanced using hooks that have been provided to support custom visualization. These hooks will be present at the following stages:	+
−	**Data Fetching	+
−	**Data Transformation	+
−	**Data Rendering	+
−	<span style="color:#FF0000;">'''Note:'''</span>These apps are available in ICM through a technical configuration. They work on Microsoft Office 2016 for Windows version 16.0.4390.1000 or later, and Office .JS installed.	+	*Intuitive dashboard with advanced analytics on the rebate agreement distribution and accruals accumulation.
−	<div class="image-green-border"><span style="color:#008000;">'''387056 – Add support for Table Discovery&nbsp;'''</span><br/> With this release, the''Discover AI ''app has been further enhanced to include Table discovery. Along with Clause and metadata, ICM now also extracts tables (including information such as SLAs, price list, etc.) in Agreements and displays them on the Details page on the Table Discovery tab, so that relevant action can be taken on them as required. Automatically recognizing table data inside the Agreements saves a lot of manual labor of identifying and tagging the data correctly.&nbsp;<br/> The table discovery allows you to:</div>	+	*Out-of-the-box reports added in Power BI, which were earlier focused on Accruals, are now aligned with the overall performance of Rebates.
−	*Discover the Associated Document data and the Association type if present in the uploaded Agreement document	+	*Improved visibility for Rebates payout calendar with the next payout dates.
−	*Update the table if needed	+
−	*Create a new Associated Document in ICM once the data is finalized	+
−	<div class="image-green-border"><span style="color:#FF0000;">Note: </span>Only .docx document format is supported.&nbsp;<br/> &nbsp;</div>	+
−	== Enhancements to ICM Add-ins ==	+
−	'''<span style="color:#008000;">334171 – Enhancements in Email Outlook Plugin (.JS version) &nbsp;</span>'''<br/> With this release, a new .JS version of the ICM Outlook Plugin has been introduced. The overall turnaround time for the author is reduced as he no longer needs to download the documents received over email to the local machine, then switch applications and log in to ICM, search the Agreement and then upload the documents.<br/> The provisioned user can now:	+	=== Risk Management Enhancements ===
−	*Upload the next version of the Agreement document received over an Email to the Agreement	+	[[File:8.2.RN T6.PNG|720px|8.2.RN T6.PNG]]
−	*Upload the next version of the Associated document (supporting Attachments) received over an Email to the Agreement	+
−	*Create a new Association instance and then upload the Associated Document received over an Email to the Agreement	+
−	The configuration of the Outlook Add-in is driven by the Masterdata, whereas the list of Agreements and their details are configured by the Saved Searches. You can configure multiple saved searches. This is available for MS Outlook online as well as the Desktop client.&nbsp;	+	== Technology Updates ==
−	'''<span style="color:#008000;">397327 – Ability to drive dependency of Template Variables on Agreement Attributes&nbsp;</span>'''<br/> With this release, ICM has extended support to Template Variables being conditional to the value of the Attributes that are part of a Contract Type. The user can track the dependency between the Contract Type Attribute and Template Variable as well as eliminate the creation of duplicate Attributes between them.&nbsp;<br/> This can be achieved by any user with Manage access on Template Management tile by enabling the Is Conditional flag for each Template Variable when creating or editing a Template. When Is Conditional is On, a user is able to set a dependent condition on the Template Variable by using Depends on Contract Type Attribute flag On and its related Depends On Attribute drop-down and Depends On Value field.&nbsp;<br/> The following conditions decide the dependency between the Template Variable and Contract Type Attribute: &nbsp;	+	=== HTTP Artifact Binding Support for SSO Integration ===
−	*When ''Depends on'' ''Contract Type Attribute'' is ''On,&nbsp;''then it displays the Contract Type Attribute in the ''Depends On Attribute'' drop-down list.&nbsp;	+	'''What – '''In addition to HTTP POST and HTTP Redirect, ICI now supports HTTP Artifact binding for SSO (Single Sign-On) integration along with other IdPs like ADFS.
−	*When ''Depends on'' ''Contract Type Attribute'' is ''Off,'' then it displays the Template Variable in the''Depends On Attribute'' drop-down list.&nbsp;	+
−	For each selected Attribute from ''Depends On Attribute'' drop-down list, the user can then enter the ''Depends On Value ''that will drive the dependency.&nbsp;<br/> &nbsp;	+	'''Advantages – '''With improved security, exchanging sensitive data across Id Provider (IdP) and Service Provider (SP) becomes more authenticated and trustworthy. This prevents intervention of any malicious party.
		+
		+	'''How – '''Administrator or Implementation Partner can choose between HTTP POST, HTTP Redirect and HTTP Artifact binding for SSO (Single Sign-On) integration, on the IdP server side.
		+
		+	'''Value: '''Secure Authentication Process<br/> '''For: '''All ICI Users<br/> '''Feature ID: '''1342076
		+
		+	=== Microsoft retiring basic authentication for SMTP ===
		+
		+	'''What '''– Microsoft is retiring basic authentication for SMTP, and it would be necessary for customers using basic authentication to move to an alternate service. ICI now supports modern authentication with support for Microsoft Graph API.
		+
		+	'''Why '''– Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Microsoft retiring Outlook REST API ===
		+
		+	'''What''': The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.
		+
		+	Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.
		+
		+	'''Why''': Microsoft has announced that Outlook REST API will be deprecated in the month of November, 2022.
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Support for StartTLS protocol ===
		+
		+	'''What''' – Adding support for the StartTLS protocol through NuGet MailKit for authentication and notification. StartTLS protocol command is used to inform the email server that the email client wants to upgrade from an insecure connection to a secure one using TLS or SSL.<br/> <br/> '''Why''' – Customers have the option to use the StartTLS protocol, which supports enhanced security.
		+
		+	'''How''' – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.
		+
		+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
		+
		+	=== Bootstrap upgrade from version 4.5.2 to 5.1.3 ===
		+
		+	'''What''' – The Bootstrap library has been upgraded from version 4.5.2 to 5.1.3. The support for Bootstrap library version 4.5.2 ends by Q3 2022. 4.5.2 is compatible with the new version.
		+
		+	'''Why''' – To address security vulnerabilities.
		+
		+	'''TFS ID''': 1459132<br/> &nbsp;
		+
		+	=== Web Application Firewall & Azure Front Door ===
		+
		+	'''What''' –
		+
		+	Implementing Azure Front Door (AFD) with the following settings:
		+
		+	Web Application Firewall (WAF) in diagnostic mode
		+
		+	Prevention Rule in AFD to restrict access from embargo countries.
		+
		+	'''Advantages – '''WAF & AFD help prevent against common exploits and vulnerabilities.
		+
		+	'''How – '''It can be configured, deployed, and managed via the Azure Portal, PowerShell, and CLI (command-line interface).
		+
		+	'''Value''': Security<br/> '''For''': Administrators<br/> '''Feature ID''': 951438
		+
		+	&nbsp;
−	<span style="color:#008000;">'''384321 – Deviation Tracking when Association is tagged as a Table&nbsp;'''</span><br/> Previously, modifications made to Associations or Saved Search (such as adding or removing rows/columns or changing the values in individual cells) that were tagged as a table in a Template did not reflect in the new version of the Agreement document.&nbsp;<br/> With this release, redlining of these changes will be visible on the Versions tab of the Agreement Document, thus allowing the contract negotiator to make informed decisions accordingly.&nbsp;<br/> <span style="color:#FF0000;">Note: </span>Deviation tracking and reverse sync of the changed table data to the respective Association instances is not supported. ICM Scribe supports this capability unlike ICM .Net Add-in but provides limited information. Table comparison is only shown when cell values get changed not when empty cells get added or removed.&nbsp;<br/> &nbsp;	+	= Technical Requirements =
−	<div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to Reports ==	+
−	<span style="color:#008000;">'''275838 – All Reports should display Date and Time in Time Zone set by user in User Preferences &nbsp;'''</span><br/> With this release, all reports now display the Date and Time in the Time Zone set by the user in User Preferences.&nbsp;<br/> Previously, all date related columns and parameters in all ICM reports were displayed in the UTC Time Zone in the mm/dd/yyyy format. This led to a discrepancy with the dates displayed in ICM which were as per the locale settings in the user preferences. With this release, all reports will also display the Date and Time as per the Time Zone set by the user in the user preferences.&nbsp;	+	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.
−	However, the following points need to be noted:	+	The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
−	*The UTC format disclaimer has been removed.	+	[[File:8.2.RN T8.PNG|720px|8.2.RN T8.PNG]]
−	*When reports are exported to CSV format, the Date and Time format of the Date columns will be as per the user's local machine format, not as per the User Preferences set in ICM.	+
−	*In all the reports where dates are input parameters, the default value of parameter on first time load&nbsp;will be displayed as per UTC time zone (as SSRS report server has UTC time zone set). However, when the user inputs any date thereafter, the reports will be generated as per the user's local time zone.	+
−	*If the Date format selected is ''dd-mmm-yy'', then there is technical limitation of displaying same format for dates in parameter section, as it converts the Date to Month and vice versa. Hence, as a workaround, the Date format in the report parameter is displayed as ''mmmm dd,yyyy''. However, the Date format in report data will be shown as per the user preferences only.	+
−	*All other date formats remain unimpacted.	+
−	<span style="color:#008000;">'''385409 – New Reports added to KPIs&nbsp;'''</span><br/> Earlier, only few reports were available on the Dashboard as KPI. &nbsp;Now, the user can also add the following reports as KPI tiles (through Security Groups) for user accessibility:	+	[[File:8.2.RN T9.PNG|720px|8.2.RN T9.PNG]]
−	*''Cycle Time Report:'' Average cycle time of all Agreement of all Contract Types in Days	+	[[File:8.2.RN T10.PNG|720px|8.2.RN T10.PNG]]<br/> [[File:8.2.RN T11.PNG|720px|8.2.RN T11.PNG]]
−	*''Template Clause Report: ''Average number of Clauses per Template with Template and Clause Is Latest = Yes	+
−	*''Expired Agreements Report:'' Count of Agreements expired in the last 30 days	+
−	*''Approved Requests for Contract Initiation Report: ''Count of Requests pending for Contract initiation	+
−	*''Signature Type Report:'' Percentage of Contracts with electronic signature with no decimal digits (% sign to be shown)	+
−	*''User Login Report:'' Count of Users logged in last 30 days	+
−	*''CLM Activity Report:'' Count of Contracts executed in last 30 days	+
−	For example, the Signature Type Report KPI depicts the percentage of electronic signature in ICM. If the number of electronic signatures is 6 and the number of manual signatures is 83, then the KPI is calculated as 6/83+6 = 6/89 (total number of agreements). Therefore, the percentage of electronic signatures is 6 (which is the number displayed on the KPI tile on the Dashboard).	+	[[File:8.2.RN T12.PNG|720px|8.2.RN T12.PNG]][[File:8.2.RN T13.PNG|720px|8.2.RN T13.PNG]]
−	The reports that were already present as KPIs on the Dashboard included the ''Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Average Agreement Turn Around Time Report, Clauses Pending Approval Report, Expiring Agreements Report, ''and the''Templates Pending Approval Report.''	+	[[File:8.2.RN T14.PNG|720px|8.2.RN T14.PNG]]
−	== Integrations ==	+	[[File:8.2.RN T15.PNG|720px|8.2.RN T15.PNG]]<br/> [[File:8.2.RN T16.PNG|720px|8.2.RN T16.PNG]]<br/> [[File:8.2.RN T17.PNG|720px|8.2.RN T17.PNG]]
−	=== Integrations with Collaboration Tools ===	+	[[File:8.2.RN T18.PNG|720px|8.2.RN T18.PNG]]
−	<span style="color:#008000;">'''370460 – ICM Integration with MS Teams&nbsp;'''</span><br/> By integrating the ICM platform with MS Teams, users can collaborate for contract authoring, negotiations, etc. This not only provides a better, seamless user experience, but also helps to discuss ideas or exchange files, and in turn significantly improve the cycle time. You can ping, chat with members within or outside the Agreement Team. The chat will be saved in the MS Teams History.&nbsp;<br/> Through this integration, we support:	+	= Accessibility Conformance =
−	*Exposing ICM Bot through the Teams app	+	We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.
−	*Querying for a filtered list of Agreements using ICM Bot	+
−	*Querying My Pending Tasks using the ICM Bot&nbsp;	+
−	*General ICM FAQ<br/> &nbsp;	+
−	*	+
−	=== Icertis Experience for&nbsp;Salesforce ===	+
		+	While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:
−	<span style="color:#008000;">'''348588 – Configuring Field Set from Salesforce to ICM using Rest API&nbsp;'''</span><br/> With this release, a new field called Field Set Name has been introduced that can be configured using the Configuration page which is accessible through the managed application available in Salesforce AppExchange. When the integration is triggered from Salesforce, the Adapter can read the metadata and send only the Attributes defined for the entity Field Set. If the Field Set is not defined, the Adapter sends all the Attributes for that entity. &nbsp;<br/> <span style="color:#FF0000;">Note: </span>It is necessary to create a new Field Set for every Salesforce entity. The field set determines the fields that the user can edit in a particular Salesforce entity instead of having to select each field individually. For example, a Field Set created for an Opportunity can have fields such as Opportunity Name, Opportunity ID, etc.&nbsp;	+	ICI Platform Accessibility Conformance Report
−	<span style="color:#008000;">'''397315 – Create mapping between Template Variable for Agreements and SFDC fields'''</span>&nbsp;<br/> The ICM Salesforce Adapter allows mapping of Salesforce entities and their Attributes to be integrated with ICM for data flow from Salesforce to ICM (Forward Sync) as well as ICM to Salesforce (Reverse Sync). This was previously done using Client App Entity Mapping on the Masterdata Configuration page which allows mapping the ICM Attributes from Contract Types, but not from Agreement Templates.<br/> With this release, Administrators can now use Attributes defined at Template level to store critical external data as part of the Agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.<br/> &nbsp;	+	ICI AI/ML Accessibility Conformance Report
−	=== Icertis Experience for&nbsp;Workday ===	+	ICI Reporting Accessibility Conformance Report
−	<span style="color:#008000;">'''384529 – Executed PDF from ICM to Workday&nbsp;'''</span><br/> Customers using Workday ERP application to manage their procure-to-pay process want to have end-to-end integration to Icertis Contract Management (ICM) platform for managing their procurement process.&nbsp;<br/> Icertis platform already supports integration to Workday Financials and HCM via an Adapter. As part of this integration, contracts authored in the ICM platform can be sent to Workday via the Adapter and attached to Workday contracts in .docx format.&nbsp;<br/> Now, with the help of Event based configuration in the Adapter, it is possible to send the Agreement document in .PDF or .docx format to Workday for a specific event.&nbsp;<br/> &nbsp;	+	ICI Obligation Management Accessibility Conformance Report
−	=== Enhancements to Adobe Sign and DocuSign ===	+	ICI Sourcing Accessibility Conformance Report
−	<span style="color:#008000;">'''344436 – Support for Print, sign and upload (Wet Signed Copy) and sync back in ICM&nbsp;'''</span><br/> Adobe Sign provides users the capability of signing documents manually using Print, sign and upload option. However, earlier when the Agreement Document was Wet signed and uploaded, it did not get synced back to ICM, and the Agreement would get blocked in that state. With this release, ICM supports syncing back the signed Agreement document and changed status, so that the user can proceed with the workflow as expected.<br/> <span style="color:#FF0000;">Note:&nbsp;</span>	+	ICI Proposal Management Accessibility Conformance Report
−	*If the Wet Signatures Only option is checked, then system mandates all the users to sign the Agreement document using the Print, sign and upload option of Adobe Sign.&nbsp;	+	ICI SRM Accessibility Conformance Report
−	*If the Wet Signatures Only option is not checked, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the Signature tags will be lost, Adobe Sign will add an additional page to the end of Agreement document that will have signature tags for subsequent signatories who are yet to sign.&nbsp;	+
−	*Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, Attribute tags are not available for subsequent signatories who are yet to sign the document.	+
−	*In case of parallel signatures, the Wet Signature option is not applicable. If the Wet Signature Only option is checked, then the Agreement will be stuck in the Approved state.&nbsp;	+
−	<div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#008000;">'''430578 – Send Additional Supporting Documents to Adobe Sign&nbsp;'''</span><br/> The current Send for Signature functionality only allows users to send the main Agreement for signature. It does not allow users to add the supporting documents along with the main Agreement document. With this release, ICM will support Preview and sending of the associated documents (Attachments) along with the main Agreement for signature.&nbsp;<br/> <span style="color:#FF0000;">Note:</span> Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICM again.&nbsp;</div> <div class="image-green-border">The Associated Documents (attachments in the Word or PDF format that is associated to the main Agreement) will be available for selection when sending it for signature.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>	+
−	== Technical Requirements for Release 7.9 ==	+
−	The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all the environments, and specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below.	+	ICI Risk Management Accessibility Conformance Report
−	[[File:Technical Requirements 1.PNG|Technical Requirements 1]]	+	= Known Issues =
−	[[File:Technical Requirements 2.PNG|Technical Requirements 2]]	+	This section includes some issues that we are aware of and plan to resolve at the earliest:
−	[[File:Technical Requirements 3.PNG|Technical Requirements 3]]	+	[[File:8.2.RN T19.PNG|720px|8.2.RN T19.PNG]]
−	[[File:Technical Requirements 4.PNG|Technical Requirements 4]]	+	&nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Associations|Association Management]] | [[Compliances|Compliance Management]] | [[Templates|Template Management]] | [[Clauses|Clause Management]] | [[Configure|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]]&nbsp;

---

Latest revision as of 13:10, 29 September 2022

ICI Release Notes - Release 8.2

Apart from new features and enhancements, this document contains information on:

• Technical Requirements
• Accessibility Conformance
• Known Issues

Refer to the Wiki documentation (also found in your ICI help section) for details on all ICI features and functionalities.

New Features and Enhancements

Contract Authoring & Management 

Amend contracts preserving previously negotiated terms

What – When users amend a contract, they now have a choice to either use the base agreement or a previously negotiated and amended contract. Along with the contract version, users can also choose the associations to copy to the amendment.

Advantages – Maintaining a history of the original agreement and all amendments is now possible. This helps in auditing the changes made to contracts over time.

How – Options to choose the amendment and copy associations to the amendment are now available when creating an amendment. Users can associate and inherit documents such as NDA, SOW, etc.

Value: Compliance | User Experience
For: Legal Team | Authors | Contract Managers
Feature ID: 1233193

Send multiple agreements packaged in a single envelope for electronic signature

What – Earlier, agreement could be bundled only with its associations and sent for electronic signature. With this release you can also bundle peer agreements in a single package for electronic signing.

Advantages – Eliminates the need to send one agreement at a time for signature, thereby saving time. Provisions setting a sequence in which the agreements must be signed and facilitates reordering if required.

How - Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.

Value: User Experience | Contract Building Performance
For: Contract Owners | Legal Compliance Team
Feature ID: 1369302

Quickly create and edit contract types in bulk using excel workbook

What – ICI now allows its users to edit and create contract types in bulk using the Microsoft Excel workbook. User can also edit multiple attributes for multiple contract types at once.

Advantages

Contract type (CT) changes happen frequently in the implementation phase, the feedbacks from the customers regarding the changes in the CT have to be earlier implemented one by one for each CT in ICI UI. Now, this changes and edits can be done in one go using this feature.

Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.

How

A button “Bulk Contract Type” is now added under “Configure” tile.

Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.

Value: User Experience
For: Admins | Legal Team | Contract Managers
Feature ID: 1342050

Icertis Experiences

Rules functionality added to Icertis Experience for Word

What – Users can now create rules for assembling the clause and define the rules for selecting the template from within Microsoft Word to display clauses in agreements based on specified conditions. Existing rules can also be viewed or edited from Microsoft Word.

Advantages – Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.

Reduced turnaround time, instead of switching while creating the clause and template

How – Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.

Value: User Experience
For: Legal Team
Feature ID: 1117626

Outlook Add-in – Labeling and validation for emails added to ICI

What – Every email uploaded in ICI will now display an Outlook category label, that helps users know if the email is already added in ICI. Additionally, a validation is also displayed if user tries uploading same emails twice. Users can customize the outlook category label as per the needs.

Advantages – Avoid uploading duplicate email conversations in ICI.

How – This feature is available as part of Icertis Experience for Outlook.

Value: User Experience
For: Contract Managers | Legal Teams
Feature ID: 1341557 

Revamping ICI Salesforce User Experience

What – Revamping the ICI Salesforce user interface to give a better user experience, with addition of features and enhancement under agreement related sub tabs.

The following agreement sub tabs can now be seen with new capabilities:

• Associations sub tab
• Amendment sub tab
• Note sub tab
• Team sub tab
• Collaboration sub tab

Some new features include:

Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.

Ability to preview the document from amendments sub tab.

The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.

Advantages – This revamp will be giving a more consistent and familiar user experience with enhanced look and feel inline with Salesforce native user experience across tabs, subtabs and actions for sales personas.

How – Below are few screenshots of the revamped ICI Salesforce platform.

New ICI Salesforce Agreement Details screen

New Add Note Dialog box

Value: User Experience
For: Sales Team
Feature ID: 1356012

Salesforce – Visibility of products and services sold to customers

What – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.

Advantages – With visibility to Agreement lines through this feature, Sales Executives will be able to identify Cross-sell, up-sell opportunities to pursue relevant sales, and request amendment to appropriate contract.

How – A new subtab “Agreement Lines” is added for account object displaying all the active product and services sold to the customer. The products displayed under agreement line subtab are fetched via ICI saved searches.

Note: The “Agreement Lines” displays only active products and services from executed contracts.

Value: User Experience
For: Sales Managers | Sales Executive
Feature ID: 1192973

Enhancements – Mobile App Experience

Administration & Configuration

Enhanced ICI startup validation architecture

What – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.

Advantages – Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.

How – At startup, the validation framework checks for configuration keys that are inconsistent or incorrect and restores those to default values thereby preempting any startup issues. Technical admins can view and investigate the validation logs on the self-service portal.

Value: Reliability, Supportability
For: Administrators
Feature ID: 1373024

Configure E-Signature Integrations within ICI

What – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.

Advantages – This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team. 

How – Technical administrators can configure E- sign providers (DocuSign and AdobeSign) from the E-sign configuration page.

Value: Self-service
For: Technical admins
Feature ID: 1180879

Integrated Config keys validation framework

What – ICI now has the capability to check incorrect values, difference in data types, and inconsistency in configuration data. The utility can be run prior to starting an application and the report and errors reported can be used to help find a solution.

Advantages – Helps prevent issues that occur during application startup.

How – At the start of an ICI instance, the disparity in the configuration keys is identified, and the incorrect keys are set to the default value. All such changes are recorded in the self-service portal so that the technical admins can investigate the errors.

Value: Self-service  
For: Administrators
Feature ID: 1373030

Configure SSO integrations within ICI

What – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.

Advantages – This reduces cross-team dependencies and increases the speed of implementation as a user with technical expertise can perform the configuration without intervention from the Icertis team. 

How – Technical administrators can configure SSO integrations (SAML, WS-Fed and O-Auth) from the SSO configuration page.

Value: Self-service  
For: Technical admins
Feature ID: 1180896

Customer-specific SAML/OAuth SSO Configurations

What – In a multitenant instance of Icertis Contract Intelligence, SSO configurations are now moved from a single configuration file to separate configuration files for each tenant. These configurations can now also be modified from within Icertis Contract Intelligence.

Advantages –

• Site reliability and stability - SSO issues affecting one tenant do not impact other tenants.
• Self-service - Technical admin users can configure SSO without intervention from Icertis teams.

How – Users with the right permissions can make SSO configuration changes from the Tenant.config file. The changes can also be made from within ICI by Technical Admin users.

Value: Self-service, Reliability, Supportability
For: Technical Admins
Feature ID: 1317384

Error-handling framework

What – A centralized and industry-standard error handling framework for faster troubleshooting, analysis and resolution of issues. The list of error codes and related data is cataloged & documented, which will act as a standard reference for all error codes in the ICI platform.

The framework provides the following features:

Detailed and structured data to determine severity, origin, module, area & source of the error.

No unhandled exceptions emanating from the system.

Detailed logging is done in a central repository like Kibana.

For ICI Instances where AppInsights is available, a correlation id helps to track calls and correlate the complete chain of events that led to the error.

Why – Eliminates time required to locate and understand the issue and reduces the overall time needed to fix issues.

How – ExceptionHandler attribute is introduced, which will have following Origin, Area, Module, Sub Module in the form of code.

For example: 50000030021360X8013153 (shown on User Interface)

Breakdown of the code is as follows:

5 – Severity

00 – Origin (First parameter of Exception Handling attribute)

00 – Source (mostly internal)

03 – Area (Second parameter of Exception Handling attribute)

002 – Module (Third parameter of Exception Handling attribute)

136 – SubModule (Fourth parameter of Exception Handling attribute)

0X8013153 – Standard C# HResult which can be googled to see the exception type

Class decorators for Exception Handling

[ExceptionHandler (exceptionOrigin: ExceptionOrigin.Core, exceptionArea: ExceptionArea.CLM, module: ExceptionAreaModule.CLM_AdminTask, submodule: ExceptionAreaSubModule.CLM_AdminTask_Root)]

When an error occurs, the error code is displayed on the error message, see the screenshot below.  

Value: Supportability
For: Partner Developers | Any Application User | Troubleshooters
Feature ID: 1373034

Administration & Configuration Enhancements

Reporting Analysis

Dashboard and Power BI reports for Supplier Evaluation

What – An interactive Supplier Evaluation dashboard with the following features is now available out-of-the-box:

Interactive graphs for status of evaluation cases, evaluation distribution by performance, and ageing in review or approval states.

Enlists the top and poor performing suppliers based on a host of filters like evaluation type, period of evaluation, supplier name and more.

Captures evaluations that are awaiting supplier inputs for missing documents.

360-degree supplier performance score card about different evaluations, KPI and performance trend over a time period.

Capture supplier documents/ certificates that are expired or expiring within 5 days.

Advantages –

Information is represented visually and is easier to consume and track.

Assist the procurement team in setting up the right expectations and manage supplier relationships.

Insights into poorly performing suppliers can help in planning proactive performance improvement.

How – The dashboard and reports can be accessed from the Supplier Management -> Dashboard.

Pre-requisite: HTTP Artifact binding should be supported by the respective IDP server to enable this feature.

Value: Analytics | User experience
For: Vendor Management Office | Procurement Department | Business Analysts| Legal Team
Feature ID: 1235347

New filters added to Agreement and Amendment based SSRS reports

What – The following filters are now available on UI for DRF Agreements Pending Approval and DRF Expired Agreements reports:

Contract Type

Org Unit

Agreement Owner

Agreement Status

Created Date (Created Date From, Created Date To)

Time Zone

Note: These reports are default and cannot be customized as of now.

Advantages – One or more filters can be applied to help view the data in contextual slices.

How – The filters can be applied from the respective reports page, which can be accessed from the Default Reports tab.

Value: Self-service
For: Managers | Legal Team | Decision Makers
Feature ID: 1346718

Self-Service Configuration page for creating custom SSRS reports and dynamic views

What – Technical users can create or modify dynamic views and create or modify SSRS reports from the self-service configurations page. Some knowledge of technical column names and JSON is necessary to make the modifications.

Advantages – Provides a simpler path to customize reports and can be done by technical users without intervention from Icertis teams.

How – Users with technical role ‘Report admin’ can access the Report Configurations tab on the System Configuration – Self-Service page and create and modify the dynamic views and SSRS DRF reports.

Value: Self-service
For: Configuration Admin | External implementation partners
Feature ID: 1346720

APIs

API Management Service

What – API management is a key infrastructure of API offering working as a façade and controlling layer for use of ICI APIs. It consists of—a gateway which controls the flow of APIs from the integrating application to ICI API server, a management portal to configure the usage policies and an information portal called API Hub.

With the API Management, the following is possible for customers:

• Enforcing usage quota limit
• Rate limiting (throughput throttling) of API calls (by default set to 5 API calls per min)
• Monitoring and getting reports on usage of APIs

How – All customers using Icertis APIs can use the APIM gateway URLs as API URLs. For new customers, the APIs are automatically routed through APIM. For the existing customers that are already using APIs, they must make a configuration change to connect to APIM. The Icertis team will provide the exact API gateway URLs.

Note: The API Hub capability where users can get the information about APIs, try out the endpoints and get API usage reports is described as a separate feature below in the release notes.

For: API Developers | Administrators
Feature ID: 1182735

Icertis API Hub–A New Developer Experience for Working with APIs

What – The new Icertis API Developer Experience is simple, secure, and immersive for the developers.

As an API developer, the new Icertis API Developer Experience allows you to discover and interact with the ICI APIs. Developers can find recommendations for making API requests, inputs for each endpoint, and authentication methods. Based on the subscription key, the developers can make API calls for the API products.

We have divided the API endpoints into distinct categories to facilitate access and search. Reports include data points like the number of API calls, response time, APIs used, etc.

Advantages –

• Smoother developer on-boarding and learning experience
• Real-time usage reports provide transparency

How – You must have the APIM Dev Portal User role assigned to access the new APIM Developer experience. Contact your system administrator for access.

Additional notes:

• You can use OAuth or token-based authentication method
• An additional fee is required to use the access-based certificate authentication method

For: API Developers | Administrators
Feature ID: 1182735

Framework for the composite API

What – This release introduces “Single Response – Composite APIs” to eliminate creation of wrappers over ICI Platform’s APIs while using them.

The Composite API Framework supports the following features:

API endpoint for supporting composite structure

Request and Response representation

Validation framework for composition

Orchestration logic for composite requests

Referencing field's structure and usage

Advantages – The framework helps simplify the implementation and makes the integration more efficient. How - API developer can work on ICI entities via single composite API request to trigger series of APIs calls in a single API call and get multiple request results in a single response body.

Value: User Experience | Ease of Use | Improved Efficiency
For: API Developers | Administrators
Feature ID: 1182667

API Endpoint Changes

AI Applications

Beta Feature – Refer existing obligations when reviewing AI-discovered obligations

What – AI-discovered obligations are automatically categorized in a category and sub-category when presented for review and confirmation. When reviewing discovered obligations users can now refer to existing obligations in approved state belonging to the same category, sub-category and related agreements. Changing the category and sub-category, displays the relevant set of approved obligations.

Advantages –

Referring Library Obligations can help you get a standard position/scope/language to be used while setting up a newly discovered obligation

Referring from Related Agreements helps you understand what obligations from parent (peer) contracts are to be set at the child level specially in case of back-to-back contracting (e.g., checking customer contracts and passing on the related obligations in supplier contracts)

How – Users can review AI-discovered obligations from the Review Obligation drawer, which can be accessed from the “Review Discovered Obligation” page.

Review Obligation drawer displaying Approved Obligations in Library Obligation

Note: Library Obligations are to be added manually. Please refer to the OM wiki on how to setup an Obligation Library.

Review Obligation drawer displaying Approved Obligations in Related Agreements

Note: Time needed to display Obligations from related agreements may vary depending upon the number of Linked agreements and count of Obligations within them.

Value: Efficiency | Time Saving
For: Legal Team | Contract Managers
Feature ID: 1366783

Sourcing

The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application.

Converting RFI to RFP or RFQ

What – ICI Sourcing application now allows creating an RFP or RFQ from an RFI from which the suppliers are shortlisted. Users can create multiple RFP’s or RFQ’s from a single RFI. 

Advantage – Saves time when creating an RFP or RFQ by allowing shortlisted suppliers to be selected from a previously completed RFI.  

How – Users can use the “Create from RFI” button from the Sourcing index page or from the Create RFP/RFQ option on the RFI that is in “Bidding Closed” state.

Value: User Experience
Feature ID: 1328960  

Shortlist Suppliers in RFx

What – An enhancement has been made to the existing Shortlist feature that allows buyers to select and shortlist specific suppliers for the next procurement stage. For example, from RFI to RFP or RFQ or from one round to another in the same RFX. The supplier Shortlist can be modified in certain RFx statuses.

Advantage – Helps accessing preferred suppliers quickly or remove them from the “Suppliers” page thereby saving time.

How – A “Shortlist Supplier” option is added on the “Suppliers” page.  

Value: User Experience
For: Buyer and Administrator users
Feature ID: 1341682  

Sourcing Enhancements

Obligation Management

The 8.2 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application

Auto-create Obligations from Associations data

What – ICI Platform now facilitates improved Obligation intake from source Association records. An Obligation is automatically created from any defined associations such as Deliverables, SLA, Risk Assessments. For example, if a SOW has ‘Deliverable’ as an association, then the user can directly convert that deliverable into an Obligation.

Advantages – Streamlines and simplifies creation of Delivery Dates, Milestones, SLAs, Risk Assessments, and other obligations from associated records, improving process efficiency. Auto-creation of Obligations enhances tracking compliance centrally using Obligation Management.

How – You can use the “Create Obligation” menu option from the Associations object list view or details page.

Value: User Experience | Contract Building | Managing Obligations | Process Efficiency
For: Risk Managers | Contract Administrators
Feature ID: 649740

Use “Date” & “DateTime” Attributes from Holding Agreement for Obligation Scheduling

What – Duedates and end dates for obligations can now be selected from any of the date attributes of the agreement.

Advantages

Eliminates the need for an Obligation creator to know specific dates.

Consistency in Obligation dates used across various members / obligation creators

Reduces the extra effort required in referring to Date Attributes of holding agreement entity (for example, Effective Date / Expiry Date) and use them in Obligation creation.

How – Two new attributes have been added to the Obligation Contract Type – “Select Due Date From” and “Select End Date From”. You can select a specific date value from the given options. The date value selected will be as per the actual date defined in the Agreement. For example, if you select “Expiry Date” value, an Obligation will be created with an expiry date that is same as the expiry date for the Agreement.

 

Value: User Experience
For: Contract Operations
Feature ID: 913820

Obligation Management Enhancements

Supplier Relationship Management

ICI Supplier Relationship Management application is certified to work with the 8.2 release

Supplier Profile and Supplier Master records synchronization

What – Supplier product and service categories are now automatically synced in the following events:

On supplier qualification, the product/service category updates get copied to the Supplier Master category field.

Buyers update the Supplier Master the information is synced with the Supplier Profile.

Buyers update the Supplier Profile the information is synced with Supplier Master.

Advantage – Supplier records are consistent and can be consumed across all Icertis applications.

How – If a supplier record in the database is modified depending on the conditions defined, the other relevant records also get updated automatically. 

Value: Efficiency
For: Buyer users
Feature ID: 1420117

Supplier Relationship Management Enhancements

 

Rebates Enhancements

Rebates App in ICI Platform is enhanced to improve the usability and thereby improve the overall user experience, scalability and robust calculations. The Rebates App extends support for Big Data, AI, and Dynamic JSON. The enhancements in Rebates App can be summarized as below:

Refined seeded data model:

• Minimal configuration and data reusability to make Rebates app more scalable.
• Standardized naming conventions to avoid any conflicts with other apps.
• Normalized data has improved Calculation Engine’s efficiency by 50%.
• Dynamic JSON for Rebate program data eliminates the need to have distinct rebates and payout calculation for every business unit in an organization. The enhanced calculation engine extracts JSON data from the Agreement and its associated documents and maps it with the newly configured attributes.
• Background tasks optimized to support big data such as calculation engine processing large invoice and agreement datasets. As an example, for performance testing, it took 35 seconds (approximately) to process 170,000  records (approximately) as compared to 1 minute (approximately) for 5000 records (approximately) in the earlier version.
• Rebate program attributes are a part of associated document instead of an agreement, which enables handling multiple rebate programs within a contract. This also reduces the number of attributes in an agreement, that improves the performance of agreement creation.
• Standardized attributes management by allowing 16-digit numbers with 6 decimal places.
• Generic Product, Location, and Customer hierarchies allow customizing configuration and mapping it to the calculation engine.
• Previously, configuration supported only up to 10 customer details as these details were part of the Agreement itself. However, now these details are migrated as Associated documents to support unlimited customer details.

Power BI Reporting:

• Intuitive dashboard with advanced analytics on the rebate agreement distribution and accruals accumulation.
• Out-of-the-box reports added in Power BI, which were earlier focused on Accruals, are now aligned with the overall performance of Rebates.
• Improved visibility for Rebates payout calendar with the next payout dates.

Risk Management Enhancements

Technology Updates

HTTP Artifact Binding Support for SSO Integration

What – In addition to HTTP POST and HTTP Redirect, ICI now supports HTTP Artifact binding for SSO (Single Sign-On) integration along with other IdPs like ADFS.

Advantages – With improved security, exchanging sensitive data across Id Provider (IdP) and Service Provider (SP) becomes more authenticated and trustworthy. This prevents intervention of any malicious party.

How – Administrator or Implementation Partner can choose between HTTP POST, HTTP Redirect and HTTP Artifact binding for SSO (Single Sign-On) integration, on the IdP server side.

Value: Secure Authentication Process
For: All ICI Users
Feature ID: 1342076

Microsoft retiring basic authentication for SMTP

What – Microsoft is retiring basic authentication for SMTP, and it would be necessary for customers using basic authentication to move to an alternate service. ICI now supports modern authentication with support for Microsoft Graph API.

Why – Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Microsoft retiring Outlook REST API

What: The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.

Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.

Why: Microsoft has announced that Outlook REST API will be deprecated in the month of November, 2022.

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Support for StartTLS protocol

What – Adding support for the StartTLS protocol through NuGet MailKit for authentication and notification. StartTLS protocol command is used to inform the email server that the email client wants to upgrade from an insecure connection to a secure one using TLS or SSL.

Why – Customers have the option to use the StartTLS protocol, which supports enhanced security.

How – The config key "Platform.Email.ProviderConfiguration" with Provider and Configuration values (JSON) will need to be updated to support this feature. User can choose between following providers SMTP/EWS/Mailkit/Microsoft Graph.

Value: Business as usual (BAU) without Impact
For: Authorized Signatories | Approval Team | Contributors
Feature ID: 1417372

Bootstrap upgrade from version 4.5.2 to 5.1.3

What – The Bootstrap library has been upgraded from version 4.5.2 to 5.1.3. The support for Bootstrap library version 4.5.2 ends by Q3 2022. 4.5.2 is compatible with the new version.

Why – To address security vulnerabilities.

TFS ID: 1459132
 

Web Application Firewall & Azure Front Door

What –

Implementing Azure Front Door (AFD) with the following settings:

Web Application Firewall (WAF) in diagnostic mode

Prevention Rule in AFD to restrict access from embargo countries.

Advantages – WAF & AFD help prevent against common exploits and vulnerabilities.

How – It can be configured, deployed, and managed via the Azure Portal, PowerShell, and CLI (command-line interface).

Value: Security
For: Administrators
Feature ID: 951438

 

Technical Requirements

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:

Accessibility Conformance

We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.

While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:

ICI Platform Accessibility Conformance Report

ICI AI/ML Accessibility Conformance Report

ICI Reporting Accessibility Conformance Report

ICI Obligation Management Accessibility Conformance Report

ICI Sourcing Accessibility Conformance Report

ICI Proposal Management Accessibility Conformance Report

ICI SRM Accessibility Conformance Report

ICI Risk Management Accessibility Conformance Report

Known Issues

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

 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