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−	= ICM Release Notes - Release 7.8 =	+	= ICI Release Notes - Release 8.2 =
−	== Overview of Release 7.8 ==	+	Apart from new features and enhancements, this document contains information on:
−	The 7.8 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. It offers rich visualization and discovery methods for Agreements by using Artificial Intelligence (AI) and Machine Learning (ML). Substantial changes have been made to improve the Search and Saved Search functionalities for better visibility. The tagging of Associated document saved search in Agreement Templates and ability to define Rules have also been enhanced for better usability. The bulk actions functionality is now extended to multiple entities.	+	*[[#_Technical_Requirements_1|Technical Requirements]]
		+	*[[#_Accessibility_Conformance|Accessibility Conformance]]
		+	*[[#_Known_Issues|Known Issues]]
−	With this release, the Power Business Intelligence (BI) integration allows you to generate reports on multiple datasets. Reports are further modified to improve insight by enhancing names, formats, etc. It also augments the Icertis Experience by providing better redirecting options to Salesforce users, sending notifications in localized languages to Adobe Sign users, allowing DocuSign users to send Associated documents along with the main Agreement, and enabling end-to-end management of Contract lifecycles across Coupa and the ICM platform through synchronized data exchange and configurable integration.	+	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 =
−	*Incorporating Artificial Intelligence apps in the ICM platform to enable real-time negotiation by looking up similar Agreements or Clause text at the time of the Agreement review, applying natural language processing and machine learning to discover Obligations from the Agreement without having to read the entire document, and offering rich visualization for Agreements to make them searchable, readable, and understandable.	+	== Contract Authoring & Management  ==
−	*Revamping the ICM user interface to improving the user experience by standardizing tabs, accordion headers, etc., and sending ICM email notifications in different languages based on the users’ language preferences.	+
−	*ICM now provides support to the Agreement workflow as per Web Content Accessibility Guidelines 2.0 to improve usability.	+
−	*Performing Bulk Actions to create new Agreements and Masterdata, and updating Associations along with Agreements or Amendments within ICM itself.	+
−	*Allowing tagging of Associated document saved search in the Agreement Template and making significant changes to improve the Search functionality in ICM.	+
−	*Providing the capability to tag the saved search result of Associations that are assembled as a table in the Agreement Template/document.	+
−	*Enhancing Rules to support inclusion, exclusion and modification of Clauses in an Agreement, supporting multiple rulesets for Template Selection and Clause Assembly Rules, and locking/unlocking rules when updating them to prevent data loss.	+
−	*Improving the Icertis Experiences for Coupa, Salesforce, Adobe Sign and DocuSign by: <ul style="list-style-type:circle;">	+
−	</ul>  </ul>	+
−	</ul>
−	*Enabling users to exchange data to manage end-to-end Procure-to-Pay, Source-to-Contract and Masterdata sync lifecycles between Coupa and the ICM platform.	+	=== Amend contracts preserving previously negotiated terms ===
−	*Improving usability by providing users an option to be redirected to the ICM Contract Details page or the Salesforce Record page from where the creation process was initiated.	+
−	*Improving user experience by providing support to send notifications to signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users.	+
−	*Allowing users to send Associated documents along with the main Agreement for signatures using DocuSign.	+
−	*Extending support of Template Variables when using the Microsoft Word Add-in (.Net version) to be able to add, modify and remove Template Variable tags in the Template.	+	'''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.
−	*Modifying the Agreement Cycle Time Report, Attribute Value Report, Detailed Report, My Pending Requests Report and the User Login Report.	+
−	== ICM Application Enhancements ==	+	'''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.
−	<span style="color:#008000;">'''333317 – Enhancements to Bulk Actions'''</span>	+	'''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.
−	The Bulk Actions functionality is further enhanced so that you can create and update multiple entities directly within ICM. When uploaded, these records become part of the ICM workflow and can be managed within ICM itself. Earlier, you could only Add Amendments. With this release, you can:	+	'''Value''': Compliance | User Experience<br/> '''For''': Legal Team | Authors | Contract Managers<br/> '''Feature ID''': 1233193
−	*Create new Agreements and Masterdata.	+	=== Send multiple agreements packaged in a single envelope for electronic signature ===
−	<div class="image-green-border">[[File:333317 1.png]]</div>	+
−	*Update existing Amendments and Agreements.&nbsp;	+
−	*Create/update Associations with Agreements or Amendments.	+
−	*Process multiple batches in parallel, instead of sequentially processing them.	+
−	*Get drop-downs in the Workbook for static and dynamic lists to select from. For example, Type Of Paper, Workflow Action, Org Unit, Lookup/Cascade Attributes, etc.	+
−	*Easily differentiate each column in the Workbook for mandatory, user selected, Information fields due to the color-coding.<br/> &nbsp;	+
−	<span style="color:#008000;">'''345526&nbsp;– Power BI Integration with ICM'''</span>	+	'''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.
−	ICM integration with Power Business Intelligence (BI) provides real time analytics and ad-hoc report generation capabilities to the user. Access to the ''Advanced Analytics'' tile on the Dashboard is controlled through ''Privileges'' defined in ''Security Groups''.	+	'''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.
−	With this release, this capability has been enhanced so that:	+	'''How - '''Existing Esign functionality is enhanced to package peer agreements as a single bundle and send it for electronic signature.
−	As a User, you can:	+	'''Value''': User Experience | Contract Building Performance<br/> '''For''': Contract Owners | Legal Compliance Team<br/> '''Feature ID''': 1369302
−	*Access self-generated reports quickly from the ''My Reports'' section on the ''Advanced Analytics'' page.	+	=== Quickly create and edit contract types in bulk using excel workbook ===
−	*Access global reports from the ''Global Reports'' section of the ''Advanced Analytics'' page, if the Administrator provides access through ''Security Groups.''	+
−	*Generate report based on multiple datasets. For example, ''Agreement, Clause, ''or''Template''.	+
−	As an Administrator, you can:	+	'''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.
−	*Provide access to Advanced Analytics reports through Security Groups. These reports will be appear in the ''Global Reports'' section of the ''Advanced Analytics'' page.	+	'''Advantages'''
−	&nbsp;	+	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.
−	<span style="color:#008000;">'''242205 – Sending ICM Notifications in the reciepient's preferred language'''</span>	+	Creating and editing multiple contract types at once will reduce time involved in configuring large contract types.
−	ICM now offers the standard ICM Email notification in different languages. When ICM sends a notification email to multiple recipients with multiple language preferences, a single email notification goes to all the recipients that contains the same message. However, the subject line and content in the email body is displayed in different languages. The language that the most recipients prefer is set at the top of the email subject and body.	+	'''How'''
−	The ICM Administrator can create Notification Templates only in English on the ICM UI. The localization of the Notification email is achieved through a technical configuration. It is applicable to all ICM entities and events.	+	A button “Bulk Contract Type” is now added under “Configure” tile.
−	&nbsp;	+	Users can generate pre-seeded contract type workbook, with 2 tabs in excel, contact type, and contract type attributes.
−	'''44803 – Addition of Filters and Clear All buttons'''	+	'''Value''': User Experience<br/> '''For''': Admins | Legal Team | Contract Managers<br/> '''Feature ID''': 1342050
−	In this release, the''Filters'' and ''Clear All'' buttons have been added across all Index pages, Lookup and Search pages, and the Select User Grid view. The ''Filters'' button extends the view of the displayed results, whereas the ''Clear All'' button clears all the added filters in one go to display the unfiltered list.	+	== Icertis Experiences ==
−	&nbsp;	+	=== Rules functionality added to Icertis Experience for Word ===
−	<span style="color:#008000;">'''275819 – Secondary Owner role extended for User Entity'''</span>	+	'''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.
−	The ''Secondary Owner'' has now been extended to User Entity for a user or user groups. This makes it easier for the Administrator to make the required changes for a user or user groups, instead of having to login multiple times to do so. You need to configure actions for User Information entity and Secondary Owner via Role Action Mapping on the user interface.	+	'''Advantages – '''Provides a familiar and intuitive interface for legal teams and contract authors to create conditional agreement templates.
−	The Secondary Owner can be added to the User Entity:	+	Reduced turnaround time, instead of switching while creating the clause and template
−	*Through a configuration key.	+	'''How – '''Users can define conditions for selecting a clause or template while assembling of clauses and selection of templates from Microsoft Word.
−	*From the ICM user interface.	+	<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>
−	*Using Excel Add-in.	+	'''Value''': User Experience<br/> '''For''': Legal Team<br/> '''Feature ID''': 1117626
−	*Using Legacy Upload.	+
−	&nbsp;	+	=== Outlook Add-in – Labeling and validation for emails added to ICI ===
−	<span style="color:#008000;">'''337801 – Accessibility support for Agreement Workflow'''</span>	+	'''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.
−	With this release, ICM has provided accessibility support for Agreement workflow as per Web Content Accessibility Guidelines 2.0, thus enhancing the user experience and improving usability.	+	'''Advantages – '''Avoid uploading duplicate email conversations in ICI.
−	&nbsp;	+	'''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;
−	<span style="color:#008000;">'''337750&nbsp;– Formatting for Rich Text Area'''</span>	+	=== Revamping ICI Salesforce User Experience ===
−	With this release, default values associated with the rich text area table is retained during document assembly and document preview. These values are configured as ''RichTextArea'' Attribute type when creating a Contract Type. The same is applicable when creating or editing Agreements, Amendments, Associations, Masterdata, Templates and Clauses.	+	'''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 rich text values are displayed on clicking the ''View'' icon on the ''Summary, Details ''and ''Verify'' pages of all entities. In addition to the plain text, the default value can contain rich text with various formats, fonts, colors and tables. The table supports hyperlinks, indentations and headers outside the table.	+	The following agreement sub tabs can now be seen with new capabilities:
−	'''Note:''' The table does not support Description and HTML Prompt. For document assembly, the table supports up to eight columns.	+	*Associations sub tab
		+	*Amendment sub tab
		+	*Note sub tab
		+	*Team sub tab
		+	*Collaboration sub tab
−	&nbsp;	+	Some new features include:
−	=== Enhancements to Rules ===	+	Hyperlink added in the first column of the association list grid navigating to the association details page within ICI Salesforce platform.
−	<span style="color:#008000;">'''209003&nbsp;– Clause Inclusion, Exclusion and Modification in an Agreement'''</span>	+	Ability to preview the document from amendments sub tab.
−	With this release, you can configure Rules to include, exclude or modify Clauses from an Agreement.	+	The collaborations tab is now revamped from ICI Iframe to Salesforce native look and feel, with capability to view more messages.
−	The following conditions apply to this feature:	+	'''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.
−	*The Clause Approval Rule is evaluated for ''Edit'' and ''Upload'' actions by comparing the current Agreement with the previous version.	+	'''How''' – Below are few screenshots of the revamped ICI Salesforce platform.
−	*Agreement created from a Template will not trigger Clause Approval Rules.	+
−	*The Clause Approver is always added based on Approval Rule and cannot be added to the team manually.	+
−	*The Clause Approval Rule is evaluated until the Agreement is approved.	+
−	*When the same Clause is tagged for both Deviation and Clause Approval, then the review and approval will be triggered at the same time.	+
−	*Selecting a different Template will remove all users from the Team and restart the Clause evaluation process assuming there is no baseline version of the Agreement.	+
−	&nbsp;	+	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
−	<span style="color:#008000;">'''275824 – Extending support for multiple Rulesets to Template Selection and Clause Assembly Rules'''</span>	+	=== Salesforce – Visibility of products and services sold to customers ===
−	Previously, ICM users could create multiple Rulesets of Approval Rules for the ''Approval Rule'' type, allowing the users to manage similar Rules with ease. Now, this functionality is also extended to the ''Template Selection'' and ''Clause Assembly'' Rule type.	+	'''What''' – ICI Salesforce experience users can now view the list of all the products and services sold to the customer under “Agreement Lines” subtab.
−	The name of the Ruleset remains unique throughout the system. For example, Template Selection Rulesets of the same entity cannot have the same name.	+	'''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.
−	When multiple Template Selection and Clause Assembly Rules are defined, ICM executes these Rules sequentially, and not in parallel. The ''Stop Processing More Rules ''option within a Ruleset, when set to ''Yes'', allows users to stop evaluating further Rules for the Ruleset.	+	'''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.
−	&nbsp;	+	'''Value''': User Experience<br/> '''For''': Sales Managers | Sales Executive<br/> '''Feature ID''': 1192973
−	'''<span style="color:#008000;">356497 – Locking and Unlocking Rules when updating</span>'''	+	== Enhancements – Mobile App Experience ==
−	Previously, ICM allowed multiple users to edit the same Rule at the same time, which occasionally resulted in data loss. This has now been addressed by allowing users to lock and unlock the Ruleset from the UI, using the ''Lock'' icon on the Rules ''Grid'' view.	+	[[File:8.2 RN 32.PNG|720px|8.2 RN 32.PNG]]
−	&nbsp;	+	== Administration & Configuration ==
−	=== Enhancements to Templates ===	+	=== Enhanced ICI startup validation architecture ===
−	<span style="color:#008000;">'''333437 – Tagging Saved Search of Associated documents in an Agreement'''</span>	+	'''What''' – A new validation framework for configuration keys and related metadata to resolve incorrect or missing keys and ensure seamless startup of ICI instances.
−	With this release, ICM provides the capability to tag the Saved Search result of Associations that are assembled as a table in the Agreement Template/document.	+	'''Advantages – '''Timely validation of configuration keys and guardrails to prevent unnecessary startup blockers.
−	&nbsp;	+	'''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.
−	=== Enhancements to the ICM User Experience ===	+	'''Value''': Reliability, Supportability<br/> '''For''': Administrators<br/> '''Feature ID''': 1373024
−	<span style="color:#008000;">'''345303 – UI Enhancement for Multi-Select drop-downs'''</span>	+	=== Configure E-Signature Integrations within ICI ===
−	ICM now supports the Typeahead functionality for multi-select lookup and choice drop-down fields, so that users do not need to scroll through the entire list to search and select the desired values.&nbsp;This feature is available on all pages, except on the''Configuration'' page, for creating and modifying conditional values of multi-select lookup and choice control in Contract Type.	+	'''What''' – E- signature configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
−	&nbsp;	+	'''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;
−	== Incorporating Artificial Intelligence Apps in ICM ==	+	'''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
−	With this release, the following Artificial Intelligence (AI) apps have been embedded in the ICM platform to help you make informed decisions with accuracy and speed, as well as enhance user experience:	+	=== Integrated Config keys validation framework ===
−	*Negotiate AI	+	'''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.
−	*Obligation AI	+
−	*Visualize AI	+
−	<span style="color:#008000;">'''331508 – Negotiate AI'''</span>	+	'''Advantages – '''Helps prevent issues that occur during application startup.
−	The Negotiate AI app enables real-time negotiation and provides assistance at the time of the Agreement review by:	+	'''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.
−	*Discovering Clause text and Attributes in the Word document of the Agreements and matching them with the Clause Library.	+	'''Value''': Self-service &nbsp;<br/> '''For''': Administrators<br/> '''Feature ID''': 1373030
−	*Updating these discovered Clauses and Attributes, and saving them to ICM.	+
−	*Looking up similar Agreements to assist during the negotiation process (overall Agreement similarity).	+
−	*Looking up Agreements with similar Clauses (particular Clause similarity).	+
−	This app is available in ICM through a technical configuration.	+	=== Configure SSO integrations within ICI ===
−	'''Note:''' This app works on Microsoft Office 2016 for Windows version 16.0.4390.1000 or later, and Office .JS installed.	+	'''What''' – SSO configurations can now be done inside the Icertis Contract Intelligence platform by technical administrators.
−	&nbsp;	+	'''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;
−	<span style="color:#008000;">'''331509 – Obligation AI'''</span>	+	'''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
−	The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables the discovery of Obligations from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations Library, and automatically extracting key metadata from the discovered Obligations.	+	=== Customer-specific SAML/OAuth SSO Configurations ===
−	This app is available in ICM through a technical configuration.	+	'''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.
−	&nbsp;	+	'''Advantages''' –
−	<span style="color:#008000;">'''331521 – Visualize AI'''</span>	+	*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.
−	It is difficult to search and analyze large volume of data with Agreements and discover the meaningful relationships between contracts and associated entities. The Visualize AI feature offers rich visualization using diagrams, graphs, charts, images, and visually structured layouts to make Agreements easily searchable, readable, and understandable.	+	'''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.
−	This app is available in ICM through a technical configuration.	+	'''Value: '''Self-service, Reliability, Supportability<br/> '''For:''' Technical Admins<br/> '''Feature ID: '''1317384
−	With this release, two types of visualizations are available:	+	=== Error-handling framework ===
−	#'''Agreement centric:''' Visualize AI is launched for the selected Agreement allowing the user to easily navigate through the related entities and possible actions.	+	'''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.
−	#'''Saved Search centric:''' Visualize AI is launched based on the selected saved search allowing users to view a collection of Agreements grouped and aggregated as per the configuration, and to easily navigate them using the rendered graph.	+
−	'''Note:''' Saved Search centric visualization is available only for Agreements, and no other entities.	+	The framework provides the following features:
−	&nbsp;	+	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'''
−	== Enhancements to ICM Add-ins ==	+	Eliminates the need for an Obligation creator to know specific dates.
−	<span style="color:#008000;">'''337242 – Extending support of Template Variables when using Word Add-in (.Net version)'''</span>	+	Consistency in Obligation dates used across various members / obligation creators
−	With this release, the capability of tagging a Template Variable to Templates has been extended to the Word Add-in (.Net version). Thus, users can now add, modify and remove the Template Variable tags in the Template.	+	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;
−	<span style="color:#008000;">'''413509 – Removing support for adding Rule based Clauses in the Agreement document when using Word Add-in'''</span>	+	'''Value''': User Experience<br/> '''For''': Contract Operations<br/> '''Feature ID''': 913820
−	With this release, the ability to add Rule based Clauses in the Agreement document when using Word Add-in is no longer supported. Rule based Clauses can only be defined at Template level.	+	=== Obligation Management Enhancements ===
		+
		+	[[File:8.2.RN T5.PNG|720px|8.2.RN T5.PNG]]
		+
		+	== 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.&nbsp;
		+
		+	'''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 Reports ==	+	== Rebates Enhancements ==
−	<span style="color:#008000;">'''345372 – Improvements to Reports'''</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:
−	With this release, enhancements have been made to the following Reports:	+	'''Refined seeded data model:'''
−	*'''Agreement Cycle Time Report:''' <ul style="list-style-type:circle;">	+	*Minimal configuration and data reusability to make Rebates app more scalable.
−	</ul>  </ul>	+	*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.
−	*It is renamed to ''Cycle Time Report''.	+	'''Power BI Reporting:'''
−	*A new filter ''Entity ''has been added with the following values: Agreements, Agreements with Contract Request, and Contract Requests.	+
−	*When the user selects ''Agreements'':	+
−	**	+
−	***Amendments will also be displayed.	+
−	***An additional column, ''Parent Agreement Code,'' has been added to the tabular data that will display the parent Agreement of the Amendment.	+
−	*	+	*Intuitive dashboard with advanced analytics on the rebate agreement distribution and accruals accumulation.
−	**When the user selects ''Agreements with Contract Request'':	+	*Out-of-the-box reports added in Power BI, which were earlier focused on Accruals, are now aligned with the overall performance of Rebates.
−	***A chart appears that displays the Contract Type by ''Average Cycle Time'' for all Agreements that have been created through Contract Requests. Clicking the ''Contract Type'' on this chart opens another chart that displays the Contract Requests by ''Status. ''The ''Waiting for Contract Creation'' status is added with this release.	+	*Improved visibility for Rebates payout calendar with the next payout dates.
−	***The following columns have been added to the tabular data – ''Contract Request Code, Contract Request Name, ''and ''Contract Request Created Date.''	+
−	**When the user selects ''Contract Requests'':	+
−	***A chart appears that displays the Contract Type by ''Average Cycle Time'' for all Contract Requests. Clicking the ''Contract Type'' on this chart opens another chart that displays the Contract Requests by ''Status'' (''Draft, Waiting For Approval, ''and ''Approved'').	+
−	*'''Attribute Information Report: ''' <ul style="list-style-type:circle;">	+	=== Risk Management Enhancements ===
−	</ul>  </ul>	+
−	*The date format for the Date Attributes are now displayed in the mm/dd/yyyy format.	+	[[File:8.2.RN T6.PNG|720px|8.2.RN T6.PNG]]
−	*'''Detailed Report:''' <ul style="list-style-type:circle;">	+	== Technology Updates ==
−	<li>The ''History'' Date format is changed to Mm/dd/yyyy hh:mm AM/PM format.</li>	+
−	</ul>  <li>'''My Pending Requests Report:'''	+
−	*It is renamed to ''Approved Requests Waiting For Contract Creation.''  </li>	+
		+	=== HTTP Artifact Binding Support for SSO Integration ===
−	*'''User Login Report:''' <ul style="list-style-type:circle;">	+	'''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.
−	</ul>  </ul>	+
−	*The IP Address column now captures the IP address from all possible scenarios along with the Session Start Time.	+	'''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.
−	*The ''Session Duration'' column has been removed.	+
−	== Integrations ==	+	'''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.
−	=== Icertis Adapter for Coupa Integration ===	+	'''Value: '''Secure Authentication Process<br/> '''For: '''All ICI Users<br/> '''Feature ID: '''1342076
−	<span style="color:#008000;">'''341756 – ICM-Coupa Integration'''</span>	+	=== Microsoft retiring basic authentication for SMTP ===
−	The ICM-Coupa integration allows exchange of data between the ICM platform and Coupa Spend Management platform through a configurable integration framework that uses a REST based Connector. Thus, users can manage end-to-end Procure-to-Pay, Source-to-Contract and Masterdata sync lifecycles between Coupa and the ICM platform.	+	'''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.
−	Through this integration, you have the following capabilities:	+	'''Why '''– Provide support for modern authentication methods & ensure service continuity even after Microsoft retires basic authentication later this year (Oct 1, 2022).
−	*As a Procurement Manager, an Agreement authored or updated in ICM is automatically created or updated in Coupa. When the Agreement is executed in ICM, it is automatically published in Coupa. It can then be used to initiate the Coupa requisition process and management of downstream steps like Purchase Orders, Invoices, etc. for any procurement contract, which can then be synced back to ICM.	+	'''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.
−	*As a Sourcing Manager, when Sourcing events (RFx – RFI, RFP, RFQ, RFB) are created/updated in Coupa, the same can be pushed into ICM. Once events are closed with one or more supplier responses in Coupa, Agreements can be auto-created in ICM and they can then be authored and managed within ICM itself.	+
−	*As a System Administrator, an external object Attribute mapping can be configured for any of the Coupa entities (such as Supplier Master, Payment Master, etc.), so that the Masterdata for the required entities from Coupa can be synced to the ICM Masterdata (based on the object/field mapping definition).	+
−	&nbsp;	+	'''Value: '''Business as usual (BAU) without Impact<br/> '''For: '''Authorized Signatories | Approval Team | Contributors<br/> '''Feature ID: '''1417372
−	=== Icertis Experience for Salesforce ===	+	=== Microsoft retiring Outlook REST API ===
−	<span style="color:#008000;">'''207220 – Allowing users to be redirected to the ICM Details page in Salesforce'''</span>	+	'''What''': The Icertis Outlook Add-In that currently uses the Outlook REST API will now use Microsoft Graph API.
−	When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ''ICM Contract details ''page or the ''Salesforce Record ''page from where creation process was initiated.	+	Configurations are required for Outlook Add-In at the time of implementing or upgrading Icertis Contract Intelligence to work with Microsoft Graph API.
−	This can be configured by selecting the ''Allow Redirect ''checkbox on the ''ICM Endpoint Configuration ''page. By default, the checkbox is not selected. When selected, the user is redirected to the ''Salesforce Record'' page, else to the ''ICM Contract detail ''page.	+	'''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;		&nbsp;
−	=== Enhancements to Adobe Sign ===	+	= 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:
		+
		+	[[File:8.2.RN T8.PNG|720px|8.2.RN T8.PNG]]
		+
		+	[[File:8.2.RN T9.PNG|720px|8.2.RN T9.PNG]]
		+
		+	[[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]]
		+
		+	[[File:8.2.RN T12.PNG|720px|8.2.RN T12.PNG]][[File:8.2.RN T13.PNG|720px|8.2.RN T13.PNG]]
		+
		+	[[File:8.2.RN T14.PNG|720px|8.2.RN T14.PNG]]
		+
		+	[[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]]
		+
		+	[[File:8.2.RN T18.PNG|720px|8.2.RN T18.PNG]]
		+
		+	= 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
−	<span style="color:#008000;">'''244360 – Sending Adobe Sign Email notifications in the recipient’s preferred language'''</span>	+	ICI Reporting Accessibility Conformance Report
−	ICM has now improved user experience by providing support to send notifications to internal and external signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users.	+	ICI Obligation Management Accessibility Conformance Report
−	You can toggle the Agreement ''Preview'' to ''On ''or''Off''. When it is turned ''On'', you can tag the signature by toggling the ''Adobe Add Signature Tags'' field to ''Yes''. By default, this field is set to ''No''.	+	ICI Sourcing Accessibility Conformance Report
−	'''Note:'''	+	ICI Proposal Management Accessibility Conformance Report
−	*This feature is only available for Agreements and Amendments.	+	ICI SRM Accessibility Conformance Report
−	*Only 1000 characters are allowed for the ''Default Message'' and the ''Additional Information'' combined.	+
−	*Ensure that you open a new browser window to perform the Adobe Sign Signature action after opening the Adobe Sign Email to ''Preview and Send''; else it may result in an error.	+
−	=== Enhancements to DocuSign ===	+	ICI Risk Management Accessibility Conformance Report
−	<span style="color:#008000;">'''275831 – Ability to send Associated documents along with the main Agreement for Signature'''</span>	+	= Known Issues =
−	ICM now allows the Primary Owner to select and attach individual copies of the Associated documents along with the main Agreement and send them for signatures using DocuSign.&nbsp;<br/> The Signatories view and sign these Associated documents provided the Signatory tags are added.&nbsp;<br/> When the signing process is complete, ICM synchronizes back the Associated document and generates the Version and History record by the name of the last Signatory. Parent-child Associations, which are not signed but are part of the DocuSign envelop are also synced back.<br/> Note: This feature is applicable only for parent-child Associations. The .docx and .pdf file types are supported.<br/> &nbsp;	+	This section includes some issues that we are aware of and plan to resolve at the earliest:
−	== Technical Requirements for Release 7.8 ==	+	[[File:8.2.RN T19.PNG|720px|8.2.RN T19.PNG]]
−	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.	+	&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