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= ICI Release Notes - Release 7.16 =
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== List of Enhancements 7.15 ==
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The 7.15 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to enhance the user experience, intelligence, analytics, intuitiveness, and usability by continually improving the user interface and functionalities.
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The key enhancements of this release include:
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= ICI Release Notes - Release 7.17 =
  
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
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== List of Enhancements&nbsp;7.17 ==
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**'''''User Experience'''''
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***To ensure that the agreement document is generated with the correct clauses and metadata, we now can preview an agreement from the pre-draft to the Approved stage, enabling a comprehensive review before publishing the contract.&nbsp;  
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***Improved usability for the global user base and their individual user interface (UI) language preferences via expanded localization coverage which now includes support for localized “Reason Codes”.  
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***Friction-free collaboration enabled via the Collaboration Portal’s external UI which now enables external users to search contract requests, agreements, associations, and masterdata records.&nbsp;
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***Improved document review process where the display order for clauses in the ICI web and Icertis Experience for Word match the order in which the clauses are configured in the respective template and generated agreement. &nbsp; &nbsp;
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***Improved usability whereby the attribute multi-selection interface, when creating an agreement, can be configured as either radio buttons or checkboxes to tailor the agreement creation experience per the contract type.&nbsp;
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***Amendments to an agreement are now viewable in the “Grid” view in addition to the current “Tile” view. This provides more information and enables standard grid view functionalities such as search, filter, and export.&nbsp;
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***Improved usability where the sequence of values displayed in a masterdata lookup drop-down can now be configured to have the most frequently accessed values available at the top of the list.&nbsp;   
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*'''''Workflow Enhancements'''''
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The 7.17 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Localization features.
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**Improved usability including the ability to create instances of associations as part of the agreement creation wizard itself.
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**To continue bringing Extension Attributes capabilities at par with regular attributes, these are now quickly viewable for easy reference in the agreement entity’s “Agreement Clauses” tab.  
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**Agreements can be Approved or Rejected from within an agreement notification email itself making it faster to take actions on an agreement and reducing turnaround time for approval cycles.&nbsp;
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**Expanded contract request experience now includes the ability to request Contract Terminations.
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**Bulk actions support is now extended to Terminating agreements in bulk to support situations that require it, such as regulatory changes, or business partner insolvency. &nbsp;
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**To save time when re-instantiating a terminated agreement, due to reasons such as reviving a business relationship, you can now do so by simply adding amendments to the terminated agreement rather than by having to create a new agreement from scratch.
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**Simplified administration of the first-run default user preference which can now be pre-set or updated for users based on their location or department.
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**Simplified signature status labels such as “External”, “Internal,” and “Fully Signed” are now shown in agreement versions.
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**Enhanced flexibility when executing a large volume of contracts by not requiring the immediate upload of documents to change the status to “Executed” for manual signatures. Instead, the agreement status will change from “Waiting For Signature” to “Executed – Pending Signed Document”.
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**Enabling sharing of Associated Documents as well via the email notifications that are triggered for an agreement.
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**For organizational changes or employee turnover, we now provide a data management interface that enables replacing users with multiple users on supported agreement entities.
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**Support for granularly defining which agreement attributes for a given contract type should be cascaded to the agreement’s amendment via the “Is Inherit On Amendments” flag at the agreement contract type and template variable levels.
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**In addition to the currently available functionality of all attributes to be superseded capability, we now offer the ability to selectively supersede an attribute through rules.&nbsp;
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**Conditional attributes’ comparison operators now support multiple complex conditions to dynamically display attributes based on a range of business scenarios.
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**Simplifying agreement workflow navigation by enabling the option to show a “No Team Available” message during workflows when a team is not needed.
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**Expanded support for special characters in the Attribute display name for contract requests, agreements, associations, and masterdata.
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**Download amendments with the corresponding parent and child associations in a zip package with corresponding sub-folders.&nbsp;
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**Larger file size support when uploading (4GB) and downloading (6GB) files for masterdata and associations.&nbsp;
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**Boost smart filter creation using string operators such as “Contains”, “Starts With”, or “Does Not Contain” for the “Business Status” search facet.
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**Expanded support for automating the bulk upload of clauses and templates reducing the dependency on manual approvals and delays in onboarding clauses and templates.
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**Enhanced configurable labels for peer associations that define the contractual relationship (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).  
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&nbsp;
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The enhancements of this release include:
  
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*<span style="color:#800080;">'''Mobile App Updates'''</span>  
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>  
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**Enhancing the “Refresh” functionality for “Tasks” and “Commitment” tabs to continually show the latest changes in the status for mobile app users.  
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**'''''User Experience'''''
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***Providing a rich preview for agreements, associated documents, and file type attributes by using Microsoft Office for Web technology.&nbsp;
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***Extending the Online Editing in ICI to editing Associated Documents along with agreements in shared online sessions to facilitate enhanced user collaboration.
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***Provision to create and edit associated documents when working on an agreement within the Icertis Experience for Word.&nbsp;
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***Extending localization support to Associated Document’s attributes tagged in an agreement as a file, table or saved search and bilingual template in Association. &nbsp; &nbsp;   
  
 
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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>  
 
*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>  
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**Providing support for the script and integrated attributes as cascaded attributes for lookup fields when configured at the contract type level. This is applicable for retrieval, creation, and update of the instances of contract requests, agreements, associations, and amendments.
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**Adding new endpoints to support Introspection endpoint validation method, to specify templates during agreement creation and support bulk association contract types. &nbsp;   
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**Adding the identifier “TrackingId” which can be passed by subsequent API calls for logging and troubleshooting errors.
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**Adding support for troubleshooting API issues with failure notifications. &nbsp;   
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&nbsp;
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*<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>
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**'''''Icertis Experience for Word'''''
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***Improving the filtering and searching capability which now supports searching text inside clauses or templates to allow more powerful deep searches especially when searching across large libraries.
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***Improved labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
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***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;   
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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>  
 
*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>  
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**Multiple enhancements to the AI-powered legal playbook capabilities:
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**Using AI studio, users can now process associated documents, amendments and parent agreement, and get comprehensive insights into the agreement universe.  
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***Improved usability by enabling larger window views of the “Details” page, including deviations.
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**DiscoverAI has been enhanced to discover the clause boundaries accurately based on the clause titles in complex document structures.  
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***All the playbook positions for a contract type now have the option to search and filter.
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**Significant improvement in the cycle time for discovery of scanned documents. With this release, DiscoverAI can now recognize certain handwritten text in English language.   
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***Administrators can create a new playbook record or update an existing one from within Icertis Experience for Word itself. 
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**Improving the clause delineation logic so that users can rearrange the AI-identified clause boundaries. You can now merge or split discovered clauses or selected text in a clause and also create sub-clauses within the discovered clause.  
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**Extending the clause hierarchy discovery feature to support text PDFs in addition to .docx documents.&nbsp;
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**Improving library clause recommendations for discovered clauses based on learnings from user’s actions in previous discoveries.&nbsp;
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**Providing support for additional languages including “French”, “Dutch”, “Norwegian” and “Swedish” in AI apps.
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**Enabling users to flexibly leverage AI on-demand by manually triggering attribute discovery on an agreement from the “Attributes” page to accelerate workflows. The discovered values will be auto-filled in empty attributes, instead of redundant manual entry.
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**Enhancing and optimizing the performance of Machine Learning services to simplify deployment and run the workload on-demand while significantly reducing infrastructure management needs.   
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*<span style="color:#800080;">'''Enhancements to Reports'''</span>  
 
*<span style="color:#800080;">'''Enhancements to Reports'''</span>  
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**Introducing the “Tagged Attributes Report” enabling Administrators to understand the complete profile of an attribute and its utilization across clauses and templates. This will help the Legal/Admin users to assess the impact of configuration changes to the clauses and templates.  
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**The Obligation Management Power BI dataset “Obligations & Fulfillments” is now available for OM Reports without having the need for “Advance Analytics” to be installed.  
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**Introducing the “Notifications History Report” for an entity, enabling users to track what notifications were sent to which recipient and when. This provides better visibility and compliance conformity for the users.
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**Merging a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.&nbsp;   
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**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement Status”.
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**Enhancing the “Clause Summary Report” to display information on Extended Clause Attributes as well.
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**Adding an “Organization Unit” filter in the “Cycle Time Report” to enable deeper analysis.&nbsp;  
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**Adding a new column in PowerBI for “Agreement Code” which navigates the user to the agreement in ICI.
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**Multiple localization enhancements within reports.    
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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>  
 
*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>  
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**'''''Signature Workflow'''''  
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**'''''Icertis Integration for Workday'''''  
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***Improving the electronic signature process when using DocuSign to provide a unified, flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add and modify signatories, preview the DocuSign console, and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).
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***The Workday integration is enhanced to support additional masterdata related to organization and job profile enabling enhanced business experience while authoring supplier and employment contracts.   
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***Enabling the ICI platform to support more than one E-signature vendor at the same time, to execute agreements and amendments, thus improving flexibility for users.
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***Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process.&nbsp;
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***&nbsp;    
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**'''''Icertis Experience for Salesforce'''''  
 
**'''''Icertis Experience for Salesforce'''''  
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***Providing the ability to send success and failure alerts for improved monitoring of messages.
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***The ICI Salesforce Experience is enhanced to perform a set of validations when a user uploads a new or revised document to make the validations consistent with the core ICI platform.     
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***Triggering document assembly for automatic data sync and displaying completion notification.
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***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.<br/> &nbsp; 
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**'''''Icertis Experience for MS CRM'''''
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***Providing server-to-server OAuth support, so that the adapter and the task service will use “client Id” and “secret key” from AKV, invoking the MS CRM APIs.   
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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
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**
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***With this release, the following SDK documents have been updated – ICI Coding Guidelines, ICI Customization and Use Cases, Working with ICI Tasks, Working with ICI Hooks, and Self-Serve Tools.<br/>        
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These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>  
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
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**Sourcing
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***Introducing Awarding Optimization SKU which will allow buyers to define multiple business-specific scenarios for awarding an RFx and generate optimized awarding recommendations as per constraints defined in scenarios.  
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<span style="color:#800080;">'''704597 – Extending inline association support for contract request and introducing file drop functionality in inline association'''</span>
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**Obligation Management
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ICI enables users  to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations.
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***Introducing the Obligation Management navigation tile as a single starting point to view, triage, monitor and track all Obligations and Fulfillments.  
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With this release, this inline associations functionality has been extended to contract request creation/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.
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**Risk Management
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The file drop functionality available on the associations grid of the agreement details page has been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.
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***Certifying the ICI Risk Management application to work with the 7.17 release.  
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**Proposal Management
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***Certifying the ICI Proposal Management application to work with the 7.17 release.    
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<span style="color:#800080;">'''575640 – Creating associations on the create or edit wizard of agreement'''</span>
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Previously in ICI, contract authors had to create associations for agreements after the agreement was already created. However, in practical terms, associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of the agreement information that is critical to the business, and some associations are required to be created along with the agreement.
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Hence, the ability to create association instances as part of agreement creation or update wizard is being introduced in this release. A separate page is displayed, when creating or updating the agreement or amendment for the user to create, view, or delete inline associations. The user also has an option to select the columns and their order in the association grid.&nbsp;
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 2.png|720px|7.15 Release Notes Screenshot 2]]<br/>  
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This new page also supports page navigation. Support is also provided to copy attribute rules, association events, and agreement assembly, in case associations are tagged in the agreement template.
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</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 3.png|720px|7.15 Release Notes Screenshot 3]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#800080;">'''549900 – Supporting localized reason code values as per logged in user language'''</span></div>
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Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers.
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ICI now extends its localization support to reason code values. Administrators can enter the translated values in the local language, for each reason code, using the “Translations Editor” tool.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 4.png|720px|7.15 Release Notes Screenshot 4]]</div>
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Users can see localized reason codes as per their preferred language settings.&nbsp;
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 5.png|720px|7.15 Release Notes Screenshot 5]]</div>
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The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.
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<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from the contract request'''</span>
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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>  
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**With this release, the content for ICI Technical Configuration Hooks guide has been updated to accommodate necessary customizations with some new hooks, some hook modifications, and some deprecation. 
  
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To terminate an agreement in ICI, users create and execute a termination agreement on the main agreement instance. This capability is now extended to initiate the termination from contract requests as well.
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These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 6.png|720px|7.15 Release Notes Screenshot 6]]</div>
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Users can now enable the termination process at the contract type level using the seeded attribute "Request for Termination", select the parent contract request, and create the termination contract on a contract request. The termination instance for the contract request will have all the common attribute values inherited if the inheritance is enabled.&nbsp;
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The termination record will be displayed as a peer association under the “Associations” tab for the contract request. The access privilege for the contract request termination process is controlled through role action mapping.
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*Refer to the [[#_Technical_Requirements_7.16|'''Technical Requirements''']]&nbsp;for the release in this document.&nbsp;  
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 7.png|720px|7.15 Release Notes Screenshot 7]]</div>
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*Refer to the Wiki documentation for details of all ICI features and functionalities.&nbsp;  
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*Partners and Icertis internal teams can access the Icertis Software Development Kit content through [https://techconnect.icertis.com/ '''TechConnect'''].&nbsp;
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'''<span style="color:#800080;">506398 – Enabling search for external users with login privileges</span>'''
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The Collaboration Portal allows external users with login privileges to access the platform and perform assigned tasks within ICI itself.&nbsp;
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In our continuous effort to improve usability, a search option has been introduced on contract requests, agreements, associations, and masterdata index pages, so that external users can easily search records. The attributes displayed as columns of the search grid are included as facets in the filter options to perform a more refined search.
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<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements'''</span>
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
  
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In ICI, users can capture additional details for a clause in extension attributes.&nbsp;With this release, users can view these clause extension attributes on the agreement entity for easy reference while working with agreements.&nbsp;
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<span style="color:#800080;">'''920876 – Supporting rich documents preview using MS Office for Web'''</span>
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 8.png|720px|7.15 Release Notes Screenshot 8]]</div>  
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Users can now:&nbsp;
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*Select and save extension attributes to display in the grid view, via the default search column functionality.  
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Previously, support was provided for previews of agreements in PDF and MS Word and for associated documents in .msg and image file formats respectively, to display what an agreement would look like if printed.
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*View additional clause attributes on the “Agreement Clauses” and “Clause Approver” tabs.  
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<div class="image-green-border">The document preview has now been enhanced to provide a richer experience using Microsoft (MS) Office for Web. In addition to the existing supported file types, MS Excel and PowerPoint previews will be supported via MS Office for Web. This rich preview is available for agreements, associated documents, and file type attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.17 WOPI 1.png|720px|7.17 WOPI 1.png]]</div>  
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*View the hyperlink “Show Clause Information”, which displays all clause extension attributes along with clause attributes, in the same window.  
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Configurators can enable or disable the MS Office for Web-based preview feature through technical configuration.
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 9.png|720px|7.15 Release Notes Screenshot&nbsp;9]]</div>  
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&nbsp;
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<span style="color:#800080;">'''514615 – Streamlining&nbsp;the approval process over emails'''</span>
 
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The approval process has now been streamlined by allowing approvers to directly approve or reject an agreement from within the email itself, through a hyperlink to the webpage, instead of logging in to the system to do so. External users, who do not have access to ICI can now review or approve documents from the notification email, instead of sending offline copies to do so and then uploading them to ICI. This reduces the overall turnaround time and increases productivity.&nbsp;
 
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Internal users are authenticated through the SSO/IDP before opening the page where the actions are to be taken. External users are authenticated by sending them a code in the email, which has limited validity.&nbsp;
 
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 10.png|720px|7.15 Release Notes Screenshot&nbsp;10]]</div>
 
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With this release:
 
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*Administrators can add tags for an Approve/Reject link in the notification template.
 
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*Approvers/reviewers can download the agreement, modify it and upload it back to ICI based on the access provided.
 
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*Approvers can approve/reject the agreement or amendment from the email, only if the task approval or review is assigned to them. Based on the access, the user can approve or reject the agreement by entering notes or reasons for rejection, respectively.
 
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 11.png|720px|7.15 Release Notes Screenshot]]</div>
 
 
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<span style="color:#800080;">'''617385&nbsp;– Ability to define additional clause group under clause entity'''</span>
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<span style="color:#800080;">'''822057 – Supporting Online Editing for Associated Documents'''</span>
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Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.&nbsp;
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With this release, this capability has been further enhanced so that the configurator can configure various clause group names in ICI. These clause groups can be categorized or grouped as per business requirements for better identification and negotiation during the contract workflow.
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Administrators can now:
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*Define and update clause groups.
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*Edit, delete, activate or deactivate clause group entities.
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*View additionally added clause group values in the clause entity when creating or editing a clause.
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*Search agreement records or clauses on the index page on clause group attributes with added values.
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Online Editing in ICI now covers the editing of Associated Documents along with the agreements in shared online sessions for a complete collaboration with various stakeholders encompassing the components of agreements.<br/> <br/> The Online Editing for Associated Documents is available for the MS Excel, PowerPoint, and Word files (DOCX, XLSX, and PPTX file extensions).
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<div class="note-box">'''Note''': Users cannot upload an associated document when the online editing session of that document is in progress.</div>
 
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<span style="color:#800080;">'''514643 – Ordering of clauses as tagged in an agreement'''</span>
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<span style="color:#800080;">'''732505 – Ability to create and edit associated documents in Icertis Experience for Word'''</span>
  
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To improve the user experience, clauses are now displayed in the same order in the agreement document as they are tagged inside the agreement, on the “Agreement Clauses” tab, in ICI Web and Icertis Experience for Word.
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An agreement usually contains many associated documents. While working on an agreement, it is now possible to create and edit these associated documents within Icertis Experience for Word, similar to editing the agreements while working on an agreement. This provides a unified experience while working with an agreement and its components, improving productivity and efficiency.<br/> <br/> When creating or editing associated documents of an agreement in Icertis Experience for Word, users can now:&nbsp;
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<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 514643.png|720px|514643]]</div>  
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<span style="color:#800080;">'''514621 – Reviving terminated agreements'''</span>
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*View and access the existing associated documents of an agreement.
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*Select the association contract type.
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*Tag association-based attributes, clauses, and signatories.
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*Send an association for approval.
  
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Users may terminate an agreement with the other party for various business reasons. To improve usability, ICI now provides the capability to add and execute amendments on a terminated agreement. This considerably saves time for users who may want to re-instantiate their existing relationship with the other party, as they no longer need to create an entirely new agreement and go through several workflows such as clause deviations clearance, template process, and so on.
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A version of the associated document is created in ICI on saving or publishing the associated document from Icertis Experience for Word. The authorization workflow will start for the workflow-enabled associated document. The actions taken on the associated document from the Icertis Experience for Word will be captured and can be viewed under the History tab on ICI Web.
  
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Adding and executing an amendment on a terminated agreement will move the agreement back to the “Executed” or “Expired” state, based on its expiry date, thus reviving the terminated agreement. The system sets an identifier attribute "Is Termination Revived" for such revived base agreements, and they can be used in search filters, notification rules while configuring saved searches, and so on.
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This support is only available for:
  
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'''Note:''' By default, only primary owners and contract managers can add an amendment to the terminated agreement. The access privileges are controlled through role action mapping.
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*Creating drag and drop types of associations.  
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<div class="image-green-border">[[File:7.15 Release Notes Screenshot 13.png|720px|7.15 Release Notes Screenshot 13]]<br/> &nbsp;</div>
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*Editing template-based associations.  
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<span style="color:#800080;">'''514625 – Terminating agreements in bulk'''</span>
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*Editing drag and drop type of associations in .docx format.  
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<div class="note-box">'''Note''': The tagging of associations is supported during creation, however, attribute assembly would happen only when the association is updated.</div>
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Users may need to terminate agreements in bulk in many business scenarios such as regulatory changes, changes in product offerings, and so on. Users can now initiate the termination of agreements in bulk, thereby saving the time to terminate agreements one by one and reducing manual errors.
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This enhancement will be available with the upgrade and does not require any further configuration.
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Bulk termination is carried out using ICI’s existing “Bulk Actions” process. The termination related attributes will be pre-selected, and the Workbook for the bulk action batch will be generated with the executed agreement records from the saved search, as per the selected contract type and termination contract type.&nbsp;&nbsp;
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Users can now:&nbsp;
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*Initiate the termination workflow using “Bulk Actions”, by creating and executing a new batch. &nbsp;
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*Generate and view a status report for agreements terminated in bulk.&nbsp;
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*Create termination agreements for “Draft”, “Published” or “Send for Approval” states, as per the batch Workbook configuration for bulk actions.
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+
−
'''Note:&nbsp;'''All prerequisite configurations applicable for the termination workflow should also be set for the bulk termination process.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''555898 – Defining display sequence on lookup attributes at the contract type level'''</span>
+
'''<span style="color:#800080;">916373 – Supporting localization for attribute values of Associations</span>'''
−
 
+
<div class="image-green-border">ICI extends localization support to attributes of association entities tagged in templates and agreements to display values as per the localization settings. Previously, localization support was provided for headers of association entities assembled as a file, table or saved search as a Table; in a single language as well as bilingual templates.&nbsp;<br/> <br/> With this release, the support has been extended for data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Furthermore, additional localization support is now provided for attribute groups and extension attributes on ICI Web.<br/> <br/> The attribute values will be displayed in a language depending on contingent business criteria when the localization is not defined. To have the localization displayed in ICI, administrators should maintain the translation values against respective resource keys using the Translation Editor tool.</div>  
−
Previously in ICI, users could not define the display order for lookup attribute values in a drop-down menu on the UI that references masterdata. Users had to scroll through all the populated values to find the desired values during agreement creation. &nbsp;
+
−
 
+
−
Configurators can now define and maintain the display sequence for selected masterdata records, starting from 1 to n, at the masterdata contract type level, using a seeded display sequence attribute. The values will thus be displayed at the top for easier and faster selection in lookup attributes. &nbsp;
+
−
 
+
−
This display sequence setting is supported on the create, edit, and lookup search pages of contract requests, agreements, amendments, associated documents, extended clause entities, and template variables. The display will follow the default alphabetical order if the display sequence is not configured in masterdata.&nbsp;&nbsp;
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 14.png|720px|7.15 Release Notes Screenshot 14]]</div>  
+
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''558605 – Viewing amendments in grid view on the agreement details page'''</span>
 
−
 
−
Previously in ICI, users could only view the agreement’s amendments in a “Tile” view, when opened from the left navigation pane on the agreement “Details” page.&nbsp;
 
−
 
−
Users can now view amendments in the “Grid” view, and toggle between grid or tile view. The grid view is the default for amendments and supports all existing grid functionalities, such as standard search, filter, column selection, pagination, export to CSV/Excel, and so on.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 558605.png|720px|558605]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''561410 – Enhancing the multi-select drop-down&nbsp;'''</span>
 
−
 
−
The multi-select choice drop-down has been enhanced for better usability, data input, and post-selection data review of contract requests, agreements, amendments, and masterdata entities.&nbsp;
 
−
 
−
Users can now:&nbsp;
 
−
 
−
*View eight options in a drop-down list (instead of six), without scrolling.&nbsp;
 
−
*View larger values with adjusted drop-down width, according to its size, in the post-selection view.&nbsp;
 
−
*View all selected values at the top of the drop-down.
 
−
*Deselect the selected values, individually or all with a single click, without opening the drop-down.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 16.png|720px|7.15 Release Notes Screenshot 16]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''620411 – Defining IN operator when applying lookup filters'''</span>
+
== ICI API Enhancement Details&nbsp; ==
  
−
In ICI, the configurator can filter the lookup masterdata table with “Must” and “Must Not” conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.&nbsp;
+
<span style="color:#800080;">'''928354 – Support for Introspection endpoint validation method&nbsp;'''</span>
  
−
With this release, ICI provides the ability to configure a lookup attribute using the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup masterdata attribute.&nbsp;
+
Previously in API 2.0, support was provided for signed JSON Web Token (JWT). However, not every identity provider (IDP) integration can provide signed JWT’s and they rely on different mechanisms, such as Introspection endpoint, for token validation. This led to issues while providing OAuth as a mechanism to authenticate with ICI API’s.
  
−
Configurators can now:&nbsp;
+
With this release:&nbsp;
  
−
*Use the "IN” operator in the lookup filter attribute on agreement contract types.&nbsp;
+
*OpenID Connect (OIDC) has been implemented as per the identity provider (IdP) Introspection endpoint for validation of tokens. The non-JWT Access token (for example, RFC 6749) will be validated with the Introspection endpoint provided by the IdP. The Introspection endpoint is solely responsible for deciding whether API requests will succeed.  
−
*View the applied filter on the “Attributes” page on the UI for the selected attribute.&nbsp;
+
*Support added for Okta, Ping Identity and Ping Federate as standard IdP’s.  
  
−
Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute. &nbsp;
+
The Introspection endpoint accepts an opaque access token and returns a set of claims associated to the access token. In this mechanism, the consuming application is not required to validate tokens locally and can validate all types of tokens issued by the IdP.
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 17.png|720px|7.15 Release Notes Screenshot 17]]</div>  
+
<div class="note-box">'''Note''': In API 2.0, the JWT Token Validation Handler will always take precedence over token Introspection.</div>  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''573339 – Managing user preferences as part of profile management'''</span>
+
<span style="color:#800080;">'''1000772 – Ability to specify template during agreement creation'''</span>
  
−
Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.&nbsp;
+
A new endpoint has been provided for template rule evaluation which returns a list of applicable templates after template rule evaluation.<br/> Users will now be able to upload the template while creating/updating agreement using API. The new API supports auto-selecting applicable template as per user preference and only one template is returned after rule evaluation.<br/> &nbsp;
  
−
Administrators now have the capability to set preferences as default, for users, according to their locations or the offices they work in. This reduces the end user’s effort in setting up their ICI account with the required parameters after the first login and presents the system with appropriate and specific pre-configured settings. &nbsp;&nbsp;
+
<span style="color:#800080;">'''1019565 – API Support for Bulk Association Contract Type'''</span>
  
−
&nbsp;Administrators can:&nbsp;
+
The support for Bulk Association Contract Type (BACT) from API 2.0 was earlier not possible. Client integrations using API 2.0 were not able to create, update, get and delete BACT entities, hence they were compelled to use API 1.0 and do a hybrid (1.0 and 2.0) to cover integration use cases.<br/> With this release, to ensure seamless experience for our customers, CRUD support has been enabled for the Create, Update, Delete, and Get endpoints. Thus, customers no longer need to use API 1.0. Additionally, support has also been added for validating duplicate records.<br/> &nbsp;
  
−
*Set and manage preferences for a single user through a single user update, and for multiple users through the bulk process.
+
=== API Deprecation Details ===
−
*View preference settings modification details in the “History” tab for audit.
+
−
*Search users based on parameters related to preference settings.
+
  
−
Users can:&nbsp;
+
Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.&nbsp;<br/> However, no existing API endpoints have been deprecated in the 7.17 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.
  
−
*Access the ICI system with appropriate details as default, after the first login.&nbsp;
 
−
*Override the default preference settings as per individual preferences.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 18.png|720px|7.15 Release Notes Screenshot 18]]</div>
 
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading the document'''</span>
 
−
 
−
Previously in ICI, users could not move agreements and amendments from “Waiting For Signature” to “Executed” state, without uploading the supporting document, in case of manually signed agreements.&nbsp;
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 604775.png|720px|604775]]</div>
 
−
With this release, users can now skip uploading the document, to move agreements from “Waiting For External Signature” or “Waiting For Internal Signature” to the “Executed – (Pending Signed Document)” state.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 20.png|720px|7.15 Release Notes Screenshot 20]]</div>
 
−
Users can then search or create a saved search for such agreements and upload the required documents later using the “Upload Fully Signed Copy” action. Notifications can be configured to inform users about skipped document uploads so that they can cover for delays occurring due to the scan and upload process while executing a large volume of documents.&nbsp;
 
−
 
−
This functionality is available for agreements, amendments, and orphan amendments.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''614860 – Attaching associated documents to agreement notifications'''</span>
+
== AI Applications Enhancement&nbsp;Details ==
  
−
ICI users can share the main agreement document as part of various email notifications that get triggered for the agreement.&nbsp;
+
<span style="color:#800080;">'''575477 – AI Studio for an agreement and its related documents'''</span>
  
−
In addition to the main agreement document, users can now send associated documents as part of various email notifications that get triggered for the agreement from time to time. Access to these documents can be controlled based on the type of document – internal, external, or restricted. For example, some documents may only be shared with internal users, some may be shared with internal and external users, whereas some may not be shared with anyone.
+
An agreement package may contain several supporting documents such as rate tables, SLAs, product specifications, schedules, annexures, etc. In addition, amendments help contract administrators to understand the in-force clauses at different points during the agreement execution journey. Thus, while analyzing an agreement, it is important to consider these additional documents to get holistic insights.<br/> The AI Studio functionality has now been extended within the agreement to provide a comprehensive understanding of its different aspects. For example, users can now select all the peer and parent-child associations or amendments of an agreement, and run an AI Studio batch to derive results as a visual summary. The detailed analysis option within the results offers a deep dive into individual documents to understand them better.&nbsp;<br/> ICI now provides the options to:
  
−
With this release:
+
*List all document entities associated with an agreement at the agreement level.
 +
*Manually trigger discovery on one or more selected documents.
 +
*View the discovered attributes, clauses, obligations, and tables in the form of an interactive advanced analytics dashboard with an actionable interface.
 +
*Save the discovered attributes values in the respective agreement, associations, or amendments.
 +
*Create associations from the tables discovered in other associations or amendments.
  
−
*Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements, and amendments.
+
This service is available automatically for users with AI Studio license.
−
*Users can define:
+
−
**The type of notification as internal or external.&nbsp;
+
−
**The type of associated document instance as internal, external, or restricted. 
+
−
*Based on the type of notification and type of tagged associated documents, attachments are added to the email notification.  
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''586492 – Defining different relationship types while associating peer instance'''</span>
+
<span style="color:#800080;">'''973340 – Improving clause delineation in DiscoverAI'''</span>
−
 
+
<div class="image-green-border">The DiscoverAI’s clause delineation logic has been improved further to discover the clause boundaries more accurately in a .docx and .pdf document with text only.&nbsp;<br/> The clause boundaries in these documents are identified based on the clause titles. The AI engine can identify up to one sub clause(s) level in conjunction with the existing visual indentation-based clause delineation logic. However, the title-based delineation is only supported when working with English language documents.<br/> This will help to accurately identify clauses in the document and reduce the number of incorrectly identified clauses.&nbsp;<br/> This service is available automatically for users with DiscoverAI license and no further configuration is required.<br/> &nbsp;</div>
−
ICI allows users to define the linkage type as a parent, child, or peer while associating peer entities with each other.&nbsp;
+
<span style="color:#800080;">'''973385 – Improved discovery performance for scanned PDFs'''</span>
−
 
+
−
With this release, users can define configurable labels for peer associations between existing contracts by configuring the “Linkage Type” masterdata. The configurable labels define various business relationships in the context of contracts. For example, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on. The labels can be activated or deactivated as per business requirements.
+
−
 
+
−
The configurable labels support the existing two-way linkage and self-linkage types. The amendments on executed agreements will be associated as peer, with default peer linkage type label, defined in the default peer mapping for the amendments.&nbsp;
+
  
−
Users can select configurable peer linkage type labels in the “Linkage Type” drop-down list and view them on various ICI functionalities such as: &nbsp;
+
DiscoverAI performance for scanned PDF documents was not optimal. It was time-consuming, had less than accurate OCR output for tilted pages and did not recognize handwritten text, which was a concern for users.<br/> DiscoverAI now adopts an improved OCR technology. As a result, it has significantly improved the time taken to complete the discovery for scanned PDFs. In some cases, the time taken was just 1/10 of time taken previously. Additionally, with this technology, the content in the slightly tilted scanned images can be recognized correctly. Moreover, it can now identify the handwritten text in the English language.<br/> This service is available automatically for users with DiscoverAI license, and no further configuration is required.
  
−
*Agreement creation workflows for peer entities, assignment, and initiate termination flow.&nbsp;
 
−
*Associate and Inheritance icons.
 
−
*Bulk actions.
 
−
*Agreement creation through business APIs.
 
−
*Broadcast – “Attachments” tab and captured notes.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 586492.png|720px|586492]]</div>
 
−
'''Note:''' Multiple configurable labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 22.png|720px|7.15 Release Notes Screenshot 22]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''619558 – Downloading amendments using download all functionality'''</span>
 
−
 
−
ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements.&nbsp;
 
−
 
−
With this release, users can download amendments of an agreement with corresponding parent-child associations in the downloaded zip package. This is supported on the selective download option too.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 23.png|720px|7.15 Release Notes Screenshot 23]]</div>
 
−
For ease of access, each selected amendment will be downloaded with its selected associations in separate folders. The folders are named “Amendment_1”, “Amendment_2”, and so on (from oldest to latest), instead of actual amendment names. This helps to overcome the Windows limitation of supporting 260 characters in the file path and gives flexibility to users while creating association names.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 24.png|720px|7.15 Release Notes Screenshot 24]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at the contract type level'''</span>
+
== Reports Enhancement Details ==
  
−
ICI already provided the capability to exclude specific agreement attributes from being copied to amendments through technical configuration, which applies to all agreement contract types by default.&nbsp;
+
<span style="color:#800080;">'''865062 – Introducing Obligation Management Summary Report'''</span>
−
 
+
−
Configurators now have the flexibility to decide which attributes of an agreement can be copied to amendments at the contract type level, as per business requirements. They can enable or disable the attribute’s inheritance for amendments, using the “Is Inherit On Amendments” flag, at the agreement contract type and template variable levels.&nbsp;
+
−
 
+
−
Users can then copy these defined attribute values from base agreement to amendment during amendment creation.&nbsp;
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 25.png|720px|7.15 Release Notes Screenshot 25]]</div>
+
−
'''Note:&nbsp;'''
+
−
 
+
−
*The technical configuration settings for excluding parent agreement attributes from its amendments will always take preference over the settings at agreement contract type and template levels.
+
−
*The existing validations or dependencies for an attribute’s properties set for the agreement will not be inherited to amendments.
+
  
 +
With this release, the Obligation Management Summary is being introduced out-of-the-box which offers powerful business intelligence tools to track obligation compliance.<br/> The Obligation Management Summary Report displays the following tabs: Compliance Dashboard, Resource Assignment, Upcoming Milestones, Recent Milestones, Fulfillment Explorer, SLA Tracking, Health by Contract Types, and Timeline.<br/> The insights displayed through each tab will help businesses drive their contract governance meetings. Collectively they can be a key device to track the performance of business KPIs vis-a-vis the planned inputs. Revenue leakage and other risks can effectively be measured and mitigated by implementing obligation management strategies through the OM App.<br/> The report additionally helps businesses quantify the consumption of Obligation Management across their ICI implementation to further baseline and optimize its enterprise-wide adoption.
 +
<div class="image-green-border">[[File:7.17 RN 1.png|720px|7.17 RN 1.png]]</div>
 +
The out-of-the-box OM report will be available under “Default Reports > Obligation Management” in the Reports section. It can be accessed from the Dashboard option under the OM App navigation tile as well.<br/> This OM Report can be configured via Security Groups for users to have View and None accesses similar to other reports.
 +
<div class="note-box">'''Note''': The reports are available in read-only mode. For customizing the reports, users need access to Advanced Analytics.</div>
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''614877 – Replacing a user with multiple users'''</span>
+
<span style="color:#800080;">'''971908/975186/1002911/1002912/1002913/1002914/1002916/1002917/1002918 – Adding core reports to Platform Analytics'''</span>
  
−
In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees.&nbsp;
+
Previously 6 core SQL Server Reporting Services (SSRS) based reports were made available as part of Platform Analytics in Power BI report form: Agreements Pending Approval Report, Agreements Pending Execution Report, Expired Agreements Report, Expiring Agreements Report, Signature Type Report and User Login Report.<br/> With this release, the following reports are also being added to Platform Analytics:
  
−
Administrators can now:&nbsp;
+
*Agreement Deviation Report, which provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
 +
*Approved Requests Waiting for Contract Creation Report, which enables users to view all the actions that need to be taken on requests for which the contract creation has not begun.
 +
*Average Agreement Turn Around Time Report, which provides information on the average number of days required for executing an Agreement or Amendment.
 +
*Clause Profiling Report, which helps application administrators to view the impact of a particular Clause on all the Templates that have the Clause added
 +
*Clauses Pending Approval Report which, provides information on the number of clauses that are pending approval for an agreement or amendment.
 +
*CLM Activity Report, which provides a quick view to business leaders on the current high level status of the agreements, contract requests and user activity.
 +
*Cycle Time Report, which shows the cycles for an agreement, the change of its states from creation to execution and the elapsed time.
 +
*Template Clause Report, which helps administrators to view the impact when a particular clause or template is changed in the system.
 +
*Templates Pending Approval Report, which provides details related to templates pending approvals, along with the duration and version.
  
−
*Replace the user with one or more users, by selecting the entity and all/selective instances of that entity, and create a saved search for records to replace users.&nbsp;
+
Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. New Security Group Privilege has been provided for Power BI Reporting – the users of the security group that has manage access to this privilege can edit these default Power BI reports.
−
*Validate the replaced user role against the assigned role.
+
−
*Get a notification on adding or completing a task.
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 26.png|720px|7.15 Release Notes Screenshot 26]]</div>
+
−
This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management UI is provided to carry out these user management actions.
+
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''615293 – Showing or hiding the No Team Available message'''</span>
 
−
 
−
In ICI, users may encounter specific workflow configurations, such as the self-approval process, that do not require users added to the team. The “No Team Available” message, displayed in such cases, adds to the number of non-value clicks for users to continue.&nbsp;
 
−
 
−
ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks.&nbsp;
 
−
 
−
Administrators can:&nbsp;
 
−
 
−
*Selectively enable or disable the “No Team Available” message window, at the entity contract type level, appearing at various states.&nbsp;
 
−
*Disable the “No Team Available” message window altogether, at the instance level, for all entities. The instance level settings will override the entity level settings.&nbsp;
 
−
 
−
'''Note:''' This capability is available across ICI for all entities, events, integrations and add-ins in ICI.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''614963 – Superseding agreement values as per amendment using rules'''</span>
+
== Integration Enhancement Details ==
  
−
In ICI, users could supersede all attributes of a parent agreement configured as ‘supersedable’ with values from its amendment, either manually using the “Supersede” action or automatically through the auto-supersede task. Users can now selectively supersede individual entities based on business conditions.
+
<span style="color:#800080;">'''1008388 – Additional masterdata sync from Workday'''</span>
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 27.png|720px|7.15 Release Notes Screenshot 27]]</div>  
+
−
The administrator can control the supersede functionality for agreements by:
+
  
−
*Enabling Auto Supersede option at the contract type level.
+
The Workday integration is enhanced to support additional masterdata such as organization, including company, business unit and cost center; and job profile. The contingent worker information from Workday can now be interfaced either as masterdata or directly as an ICI user. Both employee and contingent worker records can be interfaced from Workday to ICI. This enhancement enables organizations to have a richer experience while authoring supplier and employment contracts by ensuring data integrity.<br/> The ICI Workday integration now supports the ability to interface the following datasets:
−
*Configuring the “Supersede Rule” with “Is Supersede by Amendments” or “Is Supersede by Termination” options.&nbsp;  
+
−
*Selecting attributes in rule actions based on the selected Supersede On option.&nbsp;
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 28.png|720px|7.15 Release Notes Screenshot 28]]</div>
+
−
Users can view the attribute’s supersede value on the agreement and the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing ICI behavior.
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 29.png|720px|7.15 Release Notes Screenshot 29]]</div>  
+
−
&nbsp;
+
  
−
<span style="color:#800080;">'''618345 – Defining complex conditional logic for attributes visibility'''</span>
+
*Organizations Masterdata
 +
*Job Profiles Masterdata
 +
*Workers as Users in ICI
  
−
Previously, users could configure a conditional attribute for a contract type with simple conditions using a single “equal to” operator.&nbsp;
+
This enhancement will be available with the upgrade.<br/> <br/> <span style="color:#800080;">'''804682 – Displaying validations when uploading documents via Salesforce related contracts grid'''</span>
  
−
With this release, configurators can now set multiple, complex conditions to display ICI Web UI attributes dynamically, based on business scenarios. They can define conditions for attributes of all entities, except for template variables. For example, the configurator can set conditions to display an attribute based on the selection of specific values in any of the attributes mentioned in the condition. The user experience would be similar to the existing ICI conditional attribute functionality. &nbsp;
+
The ICI Contracts Widget in the Salesforce UI now features expanded contract validation for files uploaded.&nbsp;<br/> With this release, to avoid any unwanted file from being uploaded and to avoid any potential risk for customer business, validations have been put in place for the following issues:
  
−
&nbsp;Users can now:&nbsp;
+
*Invalid file types
 +
*Validation when uploading an older version of the agreement document
 +
*Add/remove/modify content control and upload
 +
*Association added/modified/deleted as file/table and for the differences
 +
*Missing mandatory/parent clause, clause modified/removed/added
 +
*Incorrect format for the tagged attributes
 +
*Invalid documents
 +
*Reuploading same documents
 +
*Virus scan
 +
*Invalid lookup values
  
−
*Apply multiple and complex conditions to display an attribute by enhancing the enable expression (Visibility Expression) for contract requests, agreements, associations, and masterdata contract types.&nbsp;
+
This enhancement will be available with the upgrade.
−
*Support conditional expressions for extension attributes. &nbsp;
+
−
*Define conditions with different operators based on the selected attribute data type.&nbsp;
+
−
*View the conditional attribute value according to the value entered in the attribute on which a condition is set.
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 30.png|720px|7.15 Release Notes Screenshot 30]]</div>
+
−
&nbsp;
+
  
−
<span style="color:#800080;">'''616901 – Applying facets to business status search filter'''</span>
 
−
 
−
Business statuses are prominently used by all customers as they reflect the actual status in business terms as compared to the system workflow status. Previously, the ICI search functionality supported filters on “Business Status” for users to refine results. However, manually selecting filters often becomes a tedious task in case there are several business statuses.&nbsp;
 
−
 
−
For ease of use and a better user experience, faceted filters using string operators, such as “Contains”, “Exactly”, “Starts With” and “Does Not Contain” have been added to the “Business Status” filters.
 
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 31.png|720px|7.15 Release Notes Screenshot 31]]</div>
 
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''694211 – Improving handling of exceptions for string combinations'''</span>
 
−
 
−
Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions.&nbsp;
 
−
 
−
ICI's parsing logic is now improved for handling string combinations with special and alphanumeric characters so that no errors are generated. This applies to all entities across ICI, where a combination of special characters, alphabets, and numbers can be used.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>
+
== Business Apps Enhancement Details ==
  
−
New customers or new groups onboarding to ICI mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard hundreds to thousands of templates and clauses.&nbsp;
+
=== ICI Sourcing Application – Introducing Optimized Awarding ===
  
−
With this release, the bulk import functionality using the “Legacy Upload” tool has been automated, which will reduce any human dependency, manual approvals, and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.
+
The 7.17 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC7.17.0.158).<br/> Sourcing events often include many line items, participating suppliers, and multiple rounds of negotiations. The number of bids received for an RFx often gets humongous making it difficult for the buyers to analyze them. To compound the problem, there are often several rules and constraints required by business users which must be fulfilled while awarding business to suppliers.<br/> Due to lack of ability to handle constraint based optimization, buyers usually have to perform this analysis externally for doing the what-if analysis for multiple awarding constraint scenarios using specialized simulation tools. The undesired result of this is that there is no visibility or insight provided to the approver or reviewer into the analysis performed or reasons &nbsp;to arrive at the recommended outcome in ICI Sourcing. &nbsp;<br/> ICI Sourcing 7.17 introduces an Optimized Awarding functionality to help buyers quickly and efficiently arrive at most cost optimized awarding recommendations while complying with various rules and constraints required by business.<br/> The entire functionality is achieved through the following specific features being introduced as a part of the ICI Sourcing 7.17 release:
−
 
+
−
Along with the tool, an XML specification document is also released which can be used for creating tags in the input document files of clauses and templates.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''655507 – Uploading and downloading large files with the file path attribute'''</span>
+
<span style="color:#800080;">'''1025571 – Scenario Management'''</span>
  
−
ICI now provides support for larger files. This applies to masterdata and association entities.
+
A Scenario is a combination of various rules and constraints that the buyers may want to satisfy while taking an Awarding decision. Example of constraints are maximum number of suppliers that an RFx or line item can be awarded to; minimum or maximum percentage of business to be awarded to a single supplier; the geographies that suppliers can supply from etc. It is not easy to juggle with all the rules and conditions to arrive at the most optimized awarding recommendation.&nbsp;<br/> Different scenarios are created for doing the what-if analysis as buyers often like to look at outcome possibilities in terms of total cost in different scenarios.<br/> Buyers can now create multiple scenarios for an RFx with each scenario having multiple constraints. After the scenarios with constraints are created, buyers can run optimization on an RFx using the bid data and applying the defined scenarios. This allows buyers to generate and view the potential award recommendations in different scenarios and their total cost implications<br/> This feature allows for creation, updation and deletion of scenarios by buyers as per the defined process steps.
−
 
+
−
Users can now:
+
−
 
+
−
*Upload files up to 4GB under the file selection attribute.&nbsp;
+
−
*Upload files with all supported file extensions allowed in the file selection attribute.  
+
−
*Download All/Download Package up to 6 GB.
+
−
 
+
−
ICI supports virus scanning of large files if the virus scan feature is enabled.<br/> &nbsp;
+
−
 
+
−
'''Note:&nbsp;'''This is not applicable for contract requests, agreements, or associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs. The Upload/Download of the files would be supported for Azure and Windows Storage.
+
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''618994 – Supporting special characters in agreement templates and support to skip empty columns while a saved search/association is tagged in a template'''</span>
+
<span style="color:#800080;">'''1025587 - Scenario Optimization Engine'''</span>
  
−
Previously in ICI, attribute names did not support special characters, apart from _ (underscore), & (ampersand), and space.&nbsp;
+
Buyers can create multiple scenarios that allows comparing and analyzing the possible results if business was to be awarded as per those scenarios. This helps taking an informed decision on awarding the RFx.&nbsp;<br/> The scenario optimization engine receives bid data and scenario information and optimizes award on the chosen parameters (e.g. total cost) while complying with all the rules and constraints defined in the scenario.&nbsp;<br/> The Optimization engine calculates recommendation using various parameters and constraints specified (using optimization algorithms) to ensure that recommended results are within the guardrails specified by the constraint.<br/> The engine is capable of generating award recommendations for multiple scenarios, which can be used by buyers for what-if analysis for taking a decision.
  
−
Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash),&nbsp;: (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (period) can be used in the display name of attributes for contract requests, agreements, associations, and masterdata contract types. The same attribute display name, as provided by the configurator, will now be displayed including special characters.
 
−
 
−
In scenarios where the association or saved search is tagged as a table in the agreement, and a particular column of the table does not have any data, we have introduced a functionality to skip such empty columns.&nbsp;<br/> During template creation from Icertis Experience for Word, the configurator can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table.&nbsp;This property needs to be added manually in the “Content Control Properties”, at any position after the contract type GUID, separated by a '|' (pipe separator). This enables empty columns to be skipped in document assembly, thereby eliminating unnecessary empty columns in the agreement version. The order of the columns in the table is determined by the attributes in the display preference of the associated document contract type.&nbsp;
 
−
 
−
Amendments to an agreement are now available in the grid view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.&nbsp;
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 618994.png|720px|618994]]</div>
 
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''573336 – Displaying drop-downs as radio buttons or checkbox list for user selection'''</span>
+
<span style="color:#800080;">'''1025575 – Sending and Receiving Data to Scenario Optimization Engine'''</span>
  
−
With this release, ICI provides new controls for multi-select and single-select choice attributes.
+
ICI Sourcing sends the bid data sets and the scenarios with constraints to the optimization engine for generating awarding recommendations satisfying all the constraints and rules in the scenario. The optimized award recommendations calculated by the optimization engine are sent back to ICI Awarding as recommendations.<br/> The new Scenario Optimization functionality will let buyers:
  
−
Users can configure an alternate UI control for drop-downs with a limited number of values for choice attributes at contract type, global attribute, and template variable levels. This improves the user experience as the number of clicks and scrolls required to view options in a drop-down is considerably reduced and provides better readability in terms of post-selection data review. &nbsp;&nbsp;&nbsp;
+
*Use one or more defined scenarios for simulating results.  
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 33.png|720px|7.15 Release Notes Screenshot 33]]</div>
+
*Send notifications to relevant users when the status of the scenario changes. &nbsp;Following events are available for configuring notifications:  
−
Users can select:&nbsp;
+
*Recommendations &nbsp;created successfully
−
 
+
*Recommendation creation fails
−
*The radio button for single-select choice attributes.&nbsp;
+
*Awarding decision is created from scenario recommendations
−
*The checkbox list for multi-select choice attributes.
+
<div class="note-box">'''Note''': Notifications are not seeded and can be configured by implementation teams.</div>  
−
 
+
−
The configuration applies across ICI for the creation and editing of agreement, amendment, associated document, masterdata, and contract request entities.
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 34.png|720px|7.15 Release Notes Screenshot 34]]</div>  
+
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#4B0082;">'''593421 – Labeling agreement document versions as per signature copy'''</span>
+
<span style="color:#800080;">'''1025576 - View Optimization Results per scenario'''</span>
−
 
+
−
While agreements go through various signature states till executed, users can now navigate to the “Versions” tab and easily identify which version of the agreement is internally signed, externally signed, or fully signed.
+
−
<div class="image-green-border">[[File:7.15 Release Notes Screenshot 35.png|720px|7.15 Release Notes Screenshot 35]]</div>
+
−
&nbsp;
+
−
 
+
−
<span style="color:#800080;">'''872309 – Providing flexibility for assembling associations tagged as clauses'''</span>
+
−
 
+
−
In ICI, on publishing and updating actions, all clauses are evaluated, assembled and the changes are reflected in the agreement document. However, if associations are tagged in clauses, on “Assemble Contract” and “Send For Approval” actions, clauses do not get assembled and associations do not get populated in the agreement document.
+
−
 
+
−
As part of our continuous effort to provide flexibility to ICI users and improve the user experience, a key “Core.Agreement.EnableDynamicClauseAssemblyPostCreate” has been introduced.&nbsp;
+
−
 
+
−
*If the key is enabled, when an associated document is uploaded, the entire document will be automatically assembled (Clause, Attribute, Associations, Saved Search) on the “Assemble Contract” and “Send For Approval” actions.
+
−
*If the key is not enabled, the ICI document will be assembled on “Publish” and “Edit Agreement” actions. Only associations will be assembled on the “Assemble Contract” and “Send For Approval” actions.
+
  
−
'''Note: '''By default, the key is set to false.
+
Once the Optimization Engine has calculated optimized recommendations, these need to be viewed by the buyer to take an appropriate decision. This feature provides the capability for the user to view optimization results for every scenario that includes summary and details of each scenario.
  
 
&nbsp;
 
&nbsp;
  
−
== Mobile App Enhancement Details ==
+
<span style="color:#800080;">'''1025578 – Selecting Scenario to update Awarding'''</span>
  
−
<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span>
+
Once all the scenarios have been reviewed, the user is required to select the best case scenario for awarding. From the different Awarding recommendations generated, buyers can select the desired scenario recommendation for awarding the RFx and confirm those as awarding recommendations. &nbsp;<br/> Buyers can make further changes as required in the awarding stage before pushing the awarding recommendations for approval.
−
 
+
−
Icertis mobile app users perform actions such as approve, reject, and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh on the mobile app.&nbsp;
+
−
 
+
−
Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to refresh on these actions and improve usability automatically.
+
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''850259 – Updating logo and ICM to new guidelines'''</span>
 
−
 
−
As part of our new branding, “ICM” has been updated to “ICI”, and the new logo has also been added to the mobile app.
 
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span>
+
=== ICI Obligation Management Application&nbsp; ===
  
−
Android 11 compatibility changes have been made with this release by setting the target SDK version to 30 and deprecated methods have been updated.
+
The 7.17 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.17.0.158).
  
−
&nbsp;
+
<span style="color:#800080;">'''521025 – Introducing the Obligation Management Navigation Tile'''</span>
  
−
<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span>
+
With this release, a dedicated Obligation Management navigation tile is being introduced as a single starting point to triage and monitor all obligations and fulfillment, and track obligation compliance, with the help of the following options:&nbsp;
 +
<div class="image-green-border">[[File:7.17 RN 2.png|720px|7.17 RN 2.png]]</div>
 +
*'''Dashboard''': The obligation dashboard displays a comprehensive report view of obligations and fulfillments across various analytics.
 +
*'''All Obligations''': This opens the list view of Obligations per the predefined saved search displaying all the existing obligations in the app. It displays all the obligations associated with respective agreements that the user has access to view and/or manage. Users will be able to filter and search for desired obligations in this Obligation index page.
 +
*'''All Fulfillments''': This opens the list view of Fulfillments per the predefined saved search displaying all the existing fulfillments in the app. It displays all the fulfillments associated with respective obligations that the user’s role has access to view and/or manage. Users will be able to filter and search for desired fulfillments in this Fulfillments index page.
 +
*'''My Fulfillments''': This is the user-specific fulfillment that they are directly involved in or assigned with as part of their tasks, being a member of the team/s with specific roles. The Fulfillment Owner or Fulfillment Approver, who is part of the team for a fulfillment record, will see their respective list of fulfillments, per their role, through this tile option.
  
−
With this release, the UI WebView component for iOS has been deprecated.
+
To enable this feature, the implementation team needs to configure saved search and configure navigation to link to respective saved searches.
  
 
&nbsp;
 
&nbsp;
Line 540: Line 302:
 
&nbsp;
 
&nbsp;
  
−
&nbsp;
+
=== ICI Risk Management Application ===
  
−
&nbsp;
+
ICI Risk Management application is certified to work with the 7.17 release (RM7.17.0.158).
  
 
&nbsp;
 
&nbsp;
Line 548: Line 310:
 
&nbsp;
 
&nbsp;
  
−
== ICI API Enhancement Details&nbsp; ==
+
=== ICI Proposal Management Application ===
  
−
<span style="color:#800080;">'''836235– API Support for BACT'''</span>
+
ICI Risk Management application is certified to work with the 7.17 release (PM7.16.0.158).
−
 
+
−
The support for Bulk Association Contract Type (BACT) from API 2.0 was earlier not possible. Client integrations using API 2.0 were not able to create, update, edit, delete BACT entities, hence they were compelled to use API 1.0 API and do a hybrid (1.0 & 2.0) to cover integration use cases.
+
−
 
+
−
With this release, to ensure a seamless experience for our customers, CRUD support has been enabled for the Create, Update, Delete, and Get endpoints. Thus, customers no longer need to use API 1.0.
+
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
 
−
 
−
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
 
−
 
−
*Add a team member to the association&nbsp;
 
−
*Get a team of association&nbsp;
 
−
*Remove team member from the association&nbsp;
 
−
*Get available actions for associations&nbsp;
 
−
*Trigger actions for associations &nbsp;
 
  
 
&nbsp;
 
&nbsp;
−
 
−
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
 
−
 
−
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
 
−
 
−
*Contract Request&nbsp;
 
−
*Agreement&nbsp;
 
−
*Masterdata&nbsp;
 
−
*Association&nbsp;
 
−
*User Information&nbsp;
 
−
*Amendment
 
−
 
−
'''Note:''' Users are recommended to start using these new endpoints to perform the operations.&nbsp;The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.&nbsp;
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
 
−
 
−
For customers having thousands of records in their database, the filtering capability has been enhanced to fetch only those records which are modified in the given time frame and belong to certain security groups. Hence, the Get Users API response has been modified to include “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied to them for improved retrieval of data.
 
−
 
−
&nbsp;
 
−
<div class="image-green-border">
 
−
<span style="color:#800080;">'''863795&nbsp;– Support for context-based translations in ICI'''</span>
 
−
 
−
The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word "home" is translated as "Zuhause" in German, whereas in the context of "home page" it is translated as "Startseite".
 
−
 
−
Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI. With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.&nbsp;
 
−
 
−
'''Note:&nbsp;'''The resource values&nbsp;have&nbsp;not&nbsp;been&nbsp;changed in the context of the language in the current release.
 
−
 
−
&nbsp;
 
−
</div>
 
−
== ICI Add-ins Enhancement Details ==
 
−
 
−
<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>
 
−
 
−
ICI users may need to modify an agreement as per business requirements by adding a clause. The clauses are displayed by “Clause Group” in the clause library by default and then searched by the clause name.&nbsp;
 
−
 
−
Multiple filters can now be configured at the clause and template level to help users easily retrieve relevant data. This improves usability for customers having a large number of clauses and templates in their clause and template library.
 
−
 
−
Users can now:
 
−
 
−
*Filter and search clauses and templates by clause metadata in the clause and template library respectively.
 
−
*Filter and search clauses and templates by extended clause metadata in the clause and template library respectively.
 
−
*Perform free-text search on the clause and template content.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 668859.png|720px|668859]]</div>
 
−
&nbsp;
 
−
 
−
&nbsp;
 
−
 
−
== AI Applications Enhancement&nbsp;Details ==
 
−
 
−
<span style="color:#800080;">'''727318 – Enhancing AI-powered playbook in Icertis Experience for Word'''</span>
 
−
 
−
ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document and allows users to review and take corrective actions on them, and assess the risk when negotiators accept these exceptions. &nbsp;
 
−
 
−
The legal playbook is now enhanced and provides more options to work with the playbook from Icertis Experience for Word.&nbsp;
 
−
 
−
With this release:
 
−
 
−
*Negotiators can easily review the playbook exceptions found in deviated agreement clauses on the “Agreement Clause” page. &nbsp;
 
−
*Negotiators now have an option to view playbook details in a separate resizable window as the details of the playbook position for a clause can be lengthy.
 
−
*As AI may not be able to find all the playbook positions for a type of a contract, an option has been added to view all playbook positions for a selected type of contract, with options to search and filter within, so that negotiators have a ready reference for all applicable playbook positions while reviewing the contract.
 
−
*Negotiators can view all the applicable playbook positions for a selected agreement clause.&nbsp;
 
−
*Negotiators can request approval for a playbook exception from the playbook “Details” page.&nbsp;
 
−
*Legal administrators can add a new playbook position for a type of contract or edit the existing playbook position from within Icertis Experience for Word itself.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 727318.png|720px|727318]]<br/> &nbsp;</div>
 
−
<span style="color:#800080;">'''575475 – Automating user feedback during clause review'''</span>
 
−
 
−
ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery recommends values to users, it is expected that users would select the correct value at the time of review. &nbsp;
 
−
 
−
While reviewing a discovered clause, AI suggests a list of library clauses to be matched with the discovered clause. If a user selects one of them or selects a completely new clause from the library, the AI algorithm learns from such user actions. These learnings are incorporated in the next discoveries to improve the accuracy of clause recommendations.&nbsp;
 
−
 
−
<br/> <br/> <span style="color:#800080;">'''539492 – Rearranging discovered clauses'''</span>
 
−
 
−
Clauses found using DiscoverAI in an agreement document are displayed with clause categories in the “Clause Discovery” section on the Web UI. Sometimes, AI may identify the clause boundaries incorrectly. Users can now review and rearrange boundaries for such clauses on the “Clause Discovery” page. &nbsp;&nbsp;
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 539492 - SS1.png|720px|539492]]</div>
 
−
In rearrangement mode, users can:&nbsp;
 
−
 
−
*Merge multiple discovered clauses into a single clause or split a large discovered clause into multiple clauses.&nbsp;
 
−
*Identify a section of the discovered clause as its sub-clause.
 
−
*Rearrange the clause hierarchy in case of misclassification by AI. Users can change clause hierarchy and identify a clause as a parent, child or peer of one or more clauses.
 
−
*Change the AI recommended category of a clause. &nbsp;
 
−
*Choose to view only the parent clauses.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 539492 - SS2.png|720px|539492]]<br/> &nbsp;</div>
 
−
<span style="color:#800080;">'''770375 – Infusing attribute discovery in agreement creation workflow'''</span>
 
−
 
−
Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Typically, users might have already entered attribute values by the time they trigger/perform the create/publish action, thereby making the attributes discovery process redundant. Also, two different attribute pages had to be maintained, with personalization and validations not being available on the attribute discovery page.&nbsp;
 
−
 
−
With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third party document, during the agreement creation process. Discovered values will then be auto-filled in empty attributes and users can view additional potential options for the discovered attributes.&nbsp;
 
−
 
−
Users can:&nbsp;
 
−
 
−
*View the progress of the attribute discovery.&nbsp;
 
−
*Identify AI discoverable attributes on the “Attributes” page of the agreement creation wizard.
 
−
*View the values recommended by AI for discoverable attributes.
 
−
*View the agreement document on the “Attributes” page itself, for quick validation of AI recommended values for discoverable attributes, as well as attribute values already tagged in the agreement document.
 
−
 
−
'''Note: '''When&nbsp;an attribute discovery is triggered from the “Attributes” page, the two-column attributes layout is converted to a single column layout, to accommodate the agreement document view.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 770375.png|720px|770375]]</div>
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''727312 – Clause hierarchy discovery in text PDFs'''</span>
 
−
 
−
In the previous release, clause hierarchy discovery was introduced in well-formatted .docx agreements.
 
−
 
−
With this release, the clause delineation functionality has been enhanced to support text PDF documents and Word documents that do not use any styles. This enhancement helps to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and child clause individually.
 
−
 
−
Clause discovery processor is now trained to identify sections and sub-sections in Word and PDF documents up to 3 levels. Support for formatting-based clause delineation has also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in a hierarchical format.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''727314 – A generalized framework to support additional languages in AI apps'''</span>
 
−
 
−
In the previous release, support was provided for clause and obligation discovery for agreements in English, German, Spanish and Portuguese languages.
 
−
 
−
With this release, a language framework has been implemented for AI discovery which can support a large number of languages. Using this generalized framework, DiscoverAI, NegotiateAI, and DiscoverAI for legacy apps have been enhanced to support additional European languages – French, Dutch, Norwegian, and Swedish.&nbsp;
 
−
 
−
Along with the clause and obligation discovery support, AI models can now discover attributes too, in all the supported languages.&nbsp;
 
−
 
−
&nbsp;
 
−
 
−
== Reports Enhancement Details ==
 
−
 
−
<span style="color:#800080;">'''514593 – Introducing the&nbsp;Tagged Attributes Report'''</span>
 
−
 
−
With this release, a new “Tagged Attributes Report”, has been introduced which helps administrators understand the complete profile of an attribute and how it has been tagged across different clauses and templates. This provides them better visibility into attribute usage and saves them considerable time.
 
−
 
−
This report, available on the “Reports” tile, can be accessed based on the security groups’ configuration.
 
−
 
−
The report can be filtered using the “Select Attribute” and “Select Entity” parameters.&nbsp;<br/> Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable, Attribute tagged as Clause Extended Attribute and Attribute Display Name.
 
−
 
−
<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>
 
−
 
−
Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.
 
−
 
−
In this release, the report is being enhanced to display “Clause Extension Summary” which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. The “Clause Extension Version Summary” will display the latest values of clause extension attributes.&nbsp;
 
−
 
−
<br/> <span style="color:#800080;">'''514611 – Introducing the&nbsp;Notifications History Report'''</span>
 
−
 
−
ICI administrators can set up subscriptions for different entities, for notifications to be sent to subscribed users at the occurrence of certain events. Notifications can also be sent using the broadcast functionality. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for that particular entity.&nbsp;
 
−
 
−
The default report is available for contract requests, agreements, and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities. This report displays a list of notifications sent for an entity, including details such as the event that triggered the notification, the message body, subject, the To, CC, BCC recipient names, and email addresses, along with other details such as the attachment filename or sent date and time.&nbsp;
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 514611.png|720px|514611]]</div>
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''742607 – Providing additional localization support in reports'''</span>
 
−
 
−
With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management, and Insights SSRS report, in the following areas:&nbsp;
 
−
 
−
*Contract type names, if the respective entity has locale resource key values in the database.&nbsp;
 
−
*Drop-down with Yes/No values.
 
−
*Graph and Time zone tooltips, if present in the report.
 
−
*Column headers. &nbsp;
 
−
*Any error or validation messages.
 
−
*Informative messages such as “No data available”. &nbsp;
 
−
 
−
<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span>
 
−
 
−
Previously, the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.&nbsp;
 
−
 
−
<br/> This filter is now also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
 
−
 
−
The “Cycle Time Report” displays the cycles for contract requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.&nbsp;
 
−
 
−
With this release, an “Organization Unit” filter is being introduced in this report for users to derive the desired information.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>
 
−
 
−
With this release, the user creating a PowerBI report can hyperlink the "Agreement Code" using conditional formatting with the Web URL option, so that on clicking an agreement code, the user is navigated to the corresponding agreement in ICI.
 
−
 
−
&nbsp;
 
−
 
−
== Integration Details ==
 
−
 
−
<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>
 
−
 
−
Signing agreements is often a combination of manual signatures and electronic signatures. ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.
 
−
 
−
With this release, the ICI signature process has been enhanced as follows:
 
−
 
−
*The hybrid signature process has been introduced that allows the usage of manual and electronic signature modes in a single transaction.
 
−
 
−
'''Note: '''If the DocuSign console is enabled, then the user has the provision to tag the signatories after manual signatures.&nbsp;For other signature modes, ICI relies on the provisions facilitated by your signature provider.
 
−
 
−
*The DocuSign console has been enabled with ICI that allows users to:
 
−
**Add and modify the signatories.
 
−
**Change the signature sequence.
 
−
**Preview documents in the DocuSign console.
 
−
**Tag signatories in the DocuSign console.
 
−
**Use Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign. 
 
−
 
−
<br/> &nbsp;
 
−
 
−
<span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>
 
−
 
−
Previously, DocuSign integration provided support for sequential signatures. This capability has now been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process. Parallel signatories can now be configured using rules or the DocuSign console.
 
−
<div class="image-green-border">[[File:7.15 Release - Screenshot for Feature 641289.png|720px|641289]]</div>
 
−
<br/> <span style="color:#800080;">'''701825– Supporting multiple vendors for electronic signature'''</span>
 
−
 
−
Previously, ICI supported one signature vendor within one instance of ICI.&nbsp;
 
−
 
−
Now, users have the flexibility to not only select multiple electronic signature vendors in the same instance but also select the signature provider at the agreement level, based on the business requirements.
 
−
 
−
Users now have the flexibility to:
 
−
 
−
*Configure any number of signature providers for a single ICI instance, as per business requirements.
 
−
*Select the signature provider of choice, at the agreement or amendment level.
 
−
*Define standard rules and conditions to automatically select the signature provider of choice, based on the organizational needs.
 
−
*Use multiple accounts of the same signature provider or multiple accounts of different signature providers.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''751651 – Publishing success/failure notification message on ASB post data sync from Salesforce'''</span>
 
−
 
−
Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any agreement document changes.
 
−
 
−
With this release:
 
−
 
−
*Document assembly or notification to third party applications can be triggered by consuming the notification message posted on Azure Service Bus (ASB) via custom task implementation. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.
 
−
*Upon completion of data sync for an opportunity, the Salesforce data sync task raises a “Data Sync Passed/Failed” event on the ASB upon completion of data sync for each ICI entity related to the given opportunity. The message posted on ASB will display details such as Opportunity ID, ICI entity SysId and time stamp, among other information.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''796155 –&nbsp;Enhancements to the data flow between Salesforce/MS CRM and ICI'''</span>
 
−
 
−
Previously, when changes were made to any Salesforce entity, then the data would sync in all related ICI contracts/requests, irrespective of their state in ICI. For example, contracts in the "Waiting For External Signature" state would not be updated via ICI UI but would get updated via data sync.
 
−
 
−
With this release:
 
−
 
−
*Changes made to a record of an entity (for example, “Opportunity”) in Salesforce will not sync to corresponding ICI contracts if they are in “Waiting For External Signature”, “Waiting For Internal Signature” or “Expired” states.&nbsp;
 
−
*The data will sync only for tracking attributes if the contract is in the "Executed" state.&nbsp;
 
−
 
−
These enhancements to the data flow, done for configurability and consistency with the ICI user interface, will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.
 
−
 
−
<br/> <span style="color:#800080;">'''674469 – Generating ICI notifications and enhancing Salesforce data sync'''</span>
 
−
 
−
An alert mechanism is introduced for monitoring success and failure in Icertis Experience for Salesforce integrations, using ICI/Email notifications, so that end-users get notified about success/failure in data sync.&nbsp;
 
−
 
−
With this release:
 
−
 
−
*Customers will get success/failure ICI notifications for data sync as well as reverse sync. If there are any failures/exceptions in the sync process (data/reverse), the system will retry the respective operation, based on the configured retry count.&nbsp;
 
−
*Additional logging has been introduced for ICI-Salesforce integration messages. Depending on the message type (success/failure), the Kibana logs will contain correlation ID, status, and JSON details.&nbsp;
 
−
 
−
<br/> <span style="color:#800080;">'''679797 –&nbsp;Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use'''</span>
 
−
 
−
Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user IDs and passwords for authentication and authorization of production systems in an enterprise. Security organizations also have stringent security policies which do not approve user Id or password authentication process.&nbsp;
 
−
 
−
With this release, support is provided for JWT (JSON Web Token) Bearer OAuth, a secure authentication and authorization process. This makes the ICI integration with Salesforce more secure as the actual “Modified By” user from Salesforce is set as “Modified By” user in ICI for the corresponding ICI records during data sync.&nbsp;
 
−
 
−
When entities in Salesforce are updated by a user, the process builder sends a message to the ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.&nbsp;
 
−
 
−
Users have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.
 
−
 
−
&nbsp;
 
−
 
−
<span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</span>
 
−
 
−
Previously, reverse data sync flow in MS CRM used service user login credentials to invoke MS CRM APIs when data was updated in ICI.&nbsp;
 
−
 
−
ICI now uses the client ID and secret key, instead of user ID and password, for the authentication/authorization process between MS CRM and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;
 
−
 
−
Users will have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.
 
  
 
&nbsp;
 
&nbsp;
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== Partner Enablement ==
 
== Partner Enablement ==
  
−
<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>
+
<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
  
−
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.&nbsp;
+
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.<br/> As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
  
−
As part of our continuous efforts to support our partners, we have upgraded the following documents:
+
*'''ICI Technical Configuration Hooks''': Updated to the 7.17 release.
  
−
*'''ICI Coding Guidelines (version 2):'''&nbsp;This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.  
+
ICI Hooks provide a strategic technical solution and a definitive approach to add significant functionality in the existing program capabilities without interrupting or disturbing the flow of processes and expected outcomes.<br/> ICI Hooks are very important in determining the appropriate implementation and necessary customizations of new or ad-hoc functionalities, and applicable program features. They help to fulfill specific and ad-hoc requirements or modifications desired by ICI customers and partners.
  
−
*'''ICI Customization and Use Cases (version 2): '''This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support TypeScript related code.
+
In this release, the following changes have taken place:
  
−
*'''Working with ICI Tasks: '''Updated for the 7.15 release.  
+
*Three new hooks have been added.  
 +
*Two hooks have been modified.
 +
*Six hooks have been deprecated or renamed.  
  
−
*'''Working with ICI Hooks:&nbsp;'''Updated for the 7.15 release.  
+
Please refer to this link for more details on Hooks updates - [https://techconnect.icertis.com/docs/ici-technical-configuration-hooks-2/versions/ici-7-17-release/ ICI 7.17 Release - TechConnect (icertis.com)].
−
 
+
−
*'''ICI Developer Library:''' Updated for the 7.15 release.
+
−
 
+
−
*'''Local Environment Setup using ICI Binaries:''' Updated for the 7.15 release.
+
−
 
+
−
*'''Self-Serve Tools:'''&nbsp;Updated for the 7.15 release.  
+
  
 
&nbsp;
 
&nbsp;
  
−
== Technical Requirements for Release 7.15 ==
+
== Technical Requirements for Release 7.17 ==
−
 
+
−
The Icertis Contract Intelligence (ICI) Proposal Management application can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all environments.&nbsp;The software and hardware requirements for the client system as well as mobile application are listed in the table below.
+
−
<div class="image-green-border">[[File:7.15 Release - Tech Req 1.PNG|720px|7.15 Release - Tech Req 1]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release - Tech Req 2.PNG|720px|7.15 Release - Tech Req 2]]</div> <div class="image-green-border">[[File:7.15 Release - Tech Req 3.PNG|720px|7.15 Release - Tech Req 3]]</div> <div class="image-green-border">[[File:7.15 Release - Tech Req 4.PNG|720px|7.15 Release - Tech Req 4]]</div> <div class="image-green-border">[[File:7.15 Release - Tech Req 5.PNG|720px|7.15 Release - Tech Req 5]]</div> <div class="image-green-border">[[File:7.15 Release - Tech Req 6.PNG|720px|7.15 Release - Tech Req 6]]</div>
+
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&nbsp;
+
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+
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&nbsp;
+
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+
−
&nbsp;
+
−
 
+
−
&nbsp;
+
−
 
+
−
&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.&nbsp;<br/> The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
 +
<div class="image-green-border">[[File:7.17 TR 01.PNG|720px|7.17 TR 01.PNG]]</div> <div class="image-green-border">[[File:7.17 TR 02.PNG|720px|7.17 TR 02.PNG]]</div> <div class="image-green-border">[[File:7.17 TR 03.PNG|720px|7.17 TR 03.PNG]]</div> <div class="image-green-border">[[File:7.17 TR 04.PNG|720px|7.17 TR 04.PNG]]</div> <div class="image-green-border">[[File:7.17 TR 05.PNG|720px|7.17 TR 05.PNG]]</div> <div class="image-green-border">[[File:7.17 TR 06.PNG|720px|7.17 TR 06.PNG]]</div>
 
&nbsp;
 
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This section includes some issues that we are aware of and plan to resolve at the earliest:
 
This section includes some issues that we are aware of and plan to resolve at the earliest:
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<div class="image-green-border">[[File:7.17 KI.PNG|720px|7.17 KI.PNG]]</div>
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[[File:7.15 Release - Known Issues.PNG|720px|7.15 Release - Known Issues]]
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&nbsp;
 
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'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|
+
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] |&nbsp;

Latest revision as of 13:09, 1 October 2021

 

 

 

 

ICI Release Notes - Release 7.17

List of Enhancements 7.17

The 7.17 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Localization features.

The enhancements of this release include:

  • Enhancements to the ICI Application
    • User Experience
      • Providing a rich preview for agreements, associated documents, and file type attributes by using Microsoft Office for Web technology. 
      • Extending the Online Editing in ICI to editing Associated Documents along with agreements in shared online sessions to facilitate enhanced user collaboration.
      • Provision to create and edit associated documents when working on an agreement within the Icertis Experience for Word. 
      • Extending localization support to Associated Document’s attributes tagged in an agreement as a file, table or saved search and bilingual template in Association.    

 

  • Enhancements to ICI API 2.0
    • Adding new endpoints to support Introspection endpoint validation method, to specify templates during agreement creation and support bulk association contract types.  

 

  • Enhancements to Artificial Intelligence Applications
    • Using AI studio, users can now process associated documents, amendments and parent agreement, and get comprehensive insights into the agreement universe.
    • DiscoverAI has been enhanced to discover the clause boundaries accurately based on the clause titles in complex document structures.
    • Significant improvement in the cycle time for discovery of scanned documents. With this release, DiscoverAI can now recognize certain handwritten text in English language.

 

  • Enhancements to Reports
    • The Obligation Management Power BI dataset “Obligations & Fulfillments” is now available for OM Reports without having the need for “Advance Analytics” to be installed.
    • Merging a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation. 

 

  • Improving the Icertis Experience
    • Icertis Integration for Workday
      • The Workday integration is enhanced to support additional masterdata related to organization and job profile enabling enhanced business experience while authoring supplier and employment contracts.
    • Icertis Experience for Salesforce
      • The ICI Salesforce Experience is enhanced to perform a set of validations when a user uploads a new or revised document to make the validations consistent with the core ICI platform.

 

  • Enhancements to Business Applications 
    • Sourcing
      • Introducing Awarding Optimization SKU which will allow buyers to define multiple business-specific scenarios for awarding an RFx and generate optimized awarding recommendations as per constraints defined in scenarios.
    • Obligation Management
      • Introducing the Obligation Management navigation tile as a single starting point to view, triage, monitor and track all Obligations and Fulfillments.
    • Risk Management
      • Certifying the ICI Risk Management application to work with the 7.17 release.
    • Proposal Management
      • Certifying the ICI Proposal Management application to work with the 7.17 release.

 

  • Additions to Icertis Software Development Kit for Partner Enablement
    • With this release, the content for ICI Technical Configuration Hooks guide has been updated to accommodate necessary customizations with some new hooks, some hook modifications, and some deprecation.

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

  • Refer to the Technical Requirements for the release in this document. 
  • Refer to the Wiki documentation for details of all ICI features and functionalities. 
  • Partners and Icertis internal teams can access the Icertis Software Development Kit content through TechConnect. 

 

ICI Application Enhancement Details

920876 – Supporting rich documents preview using MS Office for Web

Previously, support was provided for previews of agreements in PDF and MS Word and for associated documents in .msg and image file formats respectively, to display what an agreement would look like if printed.

The document preview has now been enhanced to provide a richer experience using Microsoft (MS) Office for Web. In addition to the existing supported file types, MS Excel and PowerPoint previews will be supported via MS Office for Web. This rich preview is available for agreements, associated documents, and file type attributes.
 
7.17 WOPI 1.png

Configurators can enable or disable the MS Office for Web-based preview feature through technical configuration.

 

822057 – Supporting Online Editing for Associated Documents

Online Editing in ICI now covers the editing of Associated Documents along with the agreements in shared online sessions for a complete collaboration with various stakeholders encompassing the components of agreements.

The Online Editing for Associated Documents is available for the MS Excel, PowerPoint, and Word files (DOCX, XLSX, and PPTX file extensions).

Note: Users cannot upload an associated document when the online editing session of that document is in progress.

 

732505 – Ability to create and edit associated documents in Icertis Experience for Word

An agreement usually contains many associated documents. While working on an agreement, it is now possible to create and edit these associated documents within Icertis Experience for Word, similar to editing the agreements while working on an agreement. This provides a unified experience while working with an agreement and its components, improving productivity and efficiency.

When creating or editing associated documents of an agreement in Icertis Experience for Word, users can now: 

  • View and access the existing associated documents of an agreement.
  • Select the association contract type.
  • Tag association-based attributes, clauses, and signatories.
  • Send an association for approval.

A version of the associated document is created in ICI on saving or publishing the associated document from Icertis Experience for Word. The authorization workflow will start for the workflow-enabled associated document. The actions taken on the associated document from the Icertis Experience for Word will be captured and can be viewed under the History tab on ICI Web.

This support is only available for:

  • Creating drag and drop types of associations.
  • Editing template-based associations.
  • Editing drag and drop type of associations in .docx format.
Note: The tagging of associations is supported during creation, however, attribute assembly would happen only when the association is updated.

This enhancement will be available with the upgrade and does not require any further configuration.

 

916373 – Supporting localization for attribute values of Associations

ICI extends localization support to attributes of association entities tagged in templates and agreements to display values as per the localization settings. Previously, localization support was provided for headers of association entities assembled as a file, table or saved search as a Table; in a single language as well as bilingual templates. 

With this release, the support has been extended for data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Furthermore, additional localization support is now provided for attribute groups and extension attributes on ICI Web.

The attribute values will be displayed in a language depending on contingent business criteria when the localization is not defined. To have the localization displayed in ICI, administrators should maintain the translation values against respective resource keys using the Translation Editor tool.

 

 

 

ICI API Enhancement Details 

928354 – Support for Introspection endpoint validation method 

Previously in API 2.0, support was provided for signed JSON Web Token (JWT). However, not every identity provider (IDP) integration can provide signed JWT’s and they rely on different mechanisms, such as Introspection endpoint, for token validation. This led to issues while providing OAuth as a mechanism to authenticate with ICI API’s.

With this release: 

  • OpenID Connect (OIDC) has been implemented as per the identity provider (IdP) Introspection endpoint for validation of tokens. The non-JWT Access token (for example, RFC 6749) will be validated with the Introspection endpoint provided by the IdP. The Introspection endpoint is solely responsible for deciding whether API requests will succeed.
  • Support added for Okta, Ping Identity and Ping Federate as standard IdP’s.

The Introspection endpoint accepts an opaque access token and returns a set of claims associated to the access token. In this mechanism, the consuming application is not required to validate tokens locally and can validate all types of tokens issued by the IdP.

Note: In API 2.0, the JWT Token Validation Handler will always take precedence over token Introspection.

 

1000772 – Ability to specify template during agreement creation

A new endpoint has been provided for template rule evaluation which returns a list of applicable templates after template rule evaluation.
Users will now be able to upload the template while creating/updating agreement using API. The new API supports auto-selecting applicable template as per user preference and only one template is returned after rule evaluation.
 

1019565 – API Support for Bulk Association Contract Type

The support for Bulk Association Contract Type (BACT) from API 2.0 was earlier not possible. Client integrations using API 2.0 were not able to create, update, get and delete BACT entities, hence they were compelled to use API 1.0 and do a hybrid (1.0 and 2.0) to cover integration use cases.
With this release, to ensure seamless experience for our customers, CRUD support has been enabled for the Create, Update, Delete, and Get endpoints. Thus, customers no longer need to use API 1.0. Additionally, support has also been added for validating duplicate records.
 

API Deprecation Details

Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned. 
However, no existing API endpoints have been deprecated in the 7.17 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.

 

 

AI Applications Enhancement Details

575477 – AI Studio for an agreement and its related documents

An agreement package may contain several supporting documents such as rate tables, SLAs, product specifications, schedules, annexures, etc. In addition, amendments help contract administrators to understand the in-force clauses at different points during the agreement execution journey. Thus, while analyzing an agreement, it is important to consider these additional documents to get holistic insights.
The AI Studio functionality has now been extended within the agreement to provide a comprehensive understanding of its different aspects. For example, users can now select all the peer and parent-child associations or amendments of an agreement, and run an AI Studio batch to derive results as a visual summary. The detailed analysis option within the results offers a deep dive into individual documents to understand them better. 
ICI now provides the options to:

  • List all document entities associated with an agreement at the agreement level.
  • Manually trigger discovery on one or more selected documents.
  • View the discovered attributes, clauses, obligations, and tables in the form of an interactive advanced analytics dashboard with an actionable interface.
  • Save the discovered attributes values in the respective agreement, associations, or amendments.
  • Create associations from the tables discovered in other associations or amendments.

This service is available automatically for users with AI Studio license.

 

973340 – Improving clause delineation in DiscoverAI

The DiscoverAI’s clause delineation logic has been improved further to discover the clause boundaries more accurately in a .docx and .pdf document with text only. 
The clause boundaries in these documents are identified based on the clause titles. The AI engine can identify up to one sub clause(s) level in conjunction with the existing visual indentation-based clause delineation logic. However, the title-based delineation is only supported when working with English language documents.
This will help to accurately identify clauses in the document and reduce the number of incorrectly identified clauses. 
This service is available automatically for users with DiscoverAI license and no further configuration is required.
 

973385 – Improved discovery performance for scanned PDFs

DiscoverAI performance for scanned PDF documents was not optimal. It was time-consuming, had less than accurate OCR output for tilted pages and did not recognize handwritten text, which was a concern for users.
DiscoverAI now adopts an improved OCR technology. As a result, it has significantly improved the time taken to complete the discovery for scanned PDFs. In some cases, the time taken was just 1/10 of time taken previously. Additionally, with this technology, the content in the slightly tilted scanned images can be recognized correctly. Moreover, it can now identify the handwritten text in the English language.
This service is available automatically for users with DiscoverAI license, and no further configuration is required.

 

 

Reports Enhancement Details

865062 – Introducing Obligation Management Summary Report

With this release, the Obligation Management Summary is being introduced out-of-the-box which offers powerful business intelligence tools to track obligation compliance.
The Obligation Management Summary Report displays the following tabs: Compliance Dashboard, Resource Assignment, Upcoming Milestones, Recent Milestones, Fulfillment Explorer, SLA Tracking, Health by Contract Types, and Timeline.
The insights displayed through each tab will help businesses drive their contract governance meetings. Collectively they can be a key device to track the performance of business KPIs vis-a-vis the planned inputs. Revenue leakage and other risks can effectively be measured and mitigated by implementing obligation management strategies through the OM App.
The report additionally helps businesses quantify the consumption of Obligation Management across their ICI implementation to further baseline and optimize its enterprise-wide adoption.

7.17 RN 1.png

The out-of-the-box OM report will be available under “Default Reports > Obligation Management” in the Reports section. It can be accessed from the Dashboard option under the OM App navigation tile as well.
This OM Report can be configured via Security Groups for users to have View and None accesses similar to other reports.

Note: The reports are available in read-only mode. For customizing the reports, users need access to Advanced Analytics.

 

971908/975186/1002911/1002912/1002913/1002914/1002916/1002917/1002918 – Adding core reports to Platform Analytics

Previously 6 core SQL Server Reporting Services (SSRS) based reports were made available as part of Platform Analytics in Power BI report form: Agreements Pending Approval Report, Agreements Pending Execution Report, Expired Agreements Report, Expiring Agreements Report, Signature Type Report and User Login Report.
With this release, the following reports are also being added to Platform Analytics:

  • Agreement Deviation Report, which provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
  • Approved Requests Waiting for Contract Creation Report, which enables users to view all the actions that need to be taken on requests for which the contract creation has not begun.
  • Average Agreement Turn Around Time Report, which provides information on the average number of days required for executing an Agreement or Amendment.
  • Clause Profiling Report, which helps application administrators to view the impact of a particular Clause on all the Templates that have the Clause added
  • Clauses Pending Approval Report which, provides information on the number of clauses that are pending approval for an agreement or amendment.
  • CLM Activity Report, which provides a quick view to business leaders on the current high level status of the agreements, contract requests and user activity.
  • Cycle Time Report, which shows the cycles for an agreement, the change of its states from creation to execution and the elapsed time.
  • Template Clause Report, which helps administrators to view the impact when a particular clause or template is changed in the system.
  • Templates Pending Approval Report, which provides details related to templates pending approvals, along with the duration and version.

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

 

 

Integration Enhancement Details

1008388 – Additional masterdata sync from Workday

The Workday integration is enhanced to support additional masterdata such as organization, including company, business unit and cost center; and job profile. The contingent worker information from Workday can now be interfaced either as masterdata or directly as an ICI user. Both employee and contingent worker records can be interfaced from Workday to ICI. This enhancement enables organizations to have a richer experience while authoring supplier and employment contracts by ensuring data integrity.
The ICI Workday integration now supports the ability to interface the following datasets:

  • Organizations Masterdata
  • Job Profiles Masterdata
  • Workers as Users in ICI

This enhancement will be available with the upgrade.

804682 – Displaying validations when uploading documents via Salesforce related contracts grid

The ICI Contracts Widget in the Salesforce UI now features expanded contract validation for files uploaded. 
With this release, to avoid any unwanted file from being uploaded and to avoid any potential risk for customer business, validations have been put in place for the following issues:

  • Invalid file types
  • Validation when uploading an older version of the agreement document
  • Add/remove/modify content control and upload
  • Association added/modified/deleted as file/table and for the differences
  • Missing mandatory/parent clause, clause modified/removed/added
  • Incorrect format for the tagged attributes
  • Invalid documents
  • Reuploading same documents
  • Virus scan
  • Invalid lookup values

This enhancement will be available with the upgrade.

 

 

Business Apps Enhancement Details

ICI Sourcing Application – Introducing Optimized Awarding

The 7.17 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC7.17.0.158).
Sourcing events often include many line items, participating suppliers, and multiple rounds of negotiations. The number of bids received for an RFx often gets humongous making it difficult for the buyers to analyze them. To compound the problem, there are often several rules and constraints required by business users which must be fulfilled while awarding business to suppliers.
Due to lack of ability to handle constraint based optimization, buyers usually have to perform this analysis externally for doing the what-if analysis for multiple awarding constraint scenarios using specialized simulation tools. The undesired result of this is that there is no visibility or insight provided to the approver or reviewer into the analysis performed or reasons  to arrive at the recommended outcome in ICI Sourcing.  
ICI Sourcing 7.17 introduces an Optimized Awarding functionality to help buyers quickly and efficiently arrive at most cost optimized awarding recommendations while complying with various rules and constraints required by business.
The entire functionality is achieved through the following specific features being introduced as a part of the ICI Sourcing 7.17 release:

 

1025571 – Scenario Management

A Scenario is a combination of various rules and constraints that the buyers may want to satisfy while taking an Awarding decision. Example of constraints are maximum number of suppliers that an RFx or line item can be awarded to; minimum or maximum percentage of business to be awarded to a single supplier; the geographies that suppliers can supply from etc. It is not easy to juggle with all the rules and conditions to arrive at the most optimized awarding recommendation. 
Different scenarios are created for doing the what-if analysis as buyers often like to look at outcome possibilities in terms of total cost in different scenarios.
Buyers can now create multiple scenarios for an RFx with each scenario having multiple constraints. After the scenarios with constraints are created, buyers can run optimization on an RFx using the bid data and applying the defined scenarios. This allows buyers to generate and view the potential award recommendations in different scenarios and their total cost implications
This feature allows for creation, updation and deletion of scenarios by buyers as per the defined process steps.

 

1025587 - Scenario Optimization Engine

Buyers can create multiple scenarios that allows comparing and analyzing the possible results if business was to be awarded as per those scenarios. This helps taking an informed decision on awarding the RFx. 
The scenario optimization engine receives bid data and scenario information and optimizes award on the chosen parameters (e.g. total cost) while complying with all the rules and constraints defined in the scenario. 
The Optimization engine calculates recommendation using various parameters and constraints specified (using optimization algorithms) to ensure that recommended results are within the guardrails specified by the constraint.
The engine is capable of generating award recommendations for multiple scenarios, which can be used by buyers for what-if analysis for taking a decision.

 

1025575 – Sending and Receiving Data to Scenario Optimization Engine

ICI Sourcing sends the bid data sets and the scenarios with constraints to the optimization engine for generating awarding recommendations satisfying all the constraints and rules in the scenario. The optimized award recommendations calculated by the optimization engine are sent back to ICI Awarding as recommendations.
The new Scenario Optimization functionality will let buyers:

  • Use one or more defined scenarios for simulating results.
  • Send notifications to relevant users when the status of the scenario changes.  Following events are available for configuring notifications:
  • Recommendations  created successfully
  • Recommendation creation fails
  • Awarding decision is created from scenario recommendations
Note: Notifications are not seeded and can be configured by implementation teams.

 

1025576 - View Optimization Results per scenario

Once the Optimization Engine has calculated optimized recommendations, these need to be viewed by the buyer to take an appropriate decision. This feature provides the capability for the user to view optimization results for every scenario that includes summary and details of each scenario.

 

1025578 – Selecting Scenario to update Awarding

Once all the scenarios have been reviewed, the user is required to select the best case scenario for awarding. From the different Awarding recommendations generated, buyers can select the desired scenario recommendation for awarding the RFx and confirm those as awarding recommendations.  
Buyers can make further changes as required in the awarding stage before pushing the awarding recommendations for approval.

 

 

ICI Obligation Management Application 

The 7.17 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.17.0.158).

521025 – Introducing the Obligation Management Navigation Tile

With this release, a dedicated Obligation Management navigation tile is being introduced as a single starting point to triage and monitor all obligations and fulfillment, and track obligation compliance, with the help of the following options: 

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  • Dashboard: The obligation dashboard displays a comprehensive report view of obligations and fulfillments across various analytics.
  • All Obligations: This opens the list view of Obligations per the predefined saved search displaying all the existing obligations in the app. It displays all the obligations associated with respective agreements that the user has access to view and/or manage. Users will be able to filter and search for desired obligations in this Obligation index page.
  • All Fulfillments: This opens the list view of Fulfillments per the predefined saved search displaying all the existing fulfillments in the app. It displays all the fulfillments associated with respective obligations that the user’s role has access to view and/or manage. Users will be able to filter and search for desired fulfillments in this Fulfillments index page.
  • My Fulfillments: This is the user-specific fulfillment that they are directly involved in or assigned with as part of their tasks, being a member of the team/s with specific roles. The Fulfillment Owner or Fulfillment Approver, who is part of the team for a fulfillment record, will see their respective list of fulfillments, per their role, through this tile option.

To enable this feature, the implementation team needs to configure saved search and configure navigation to link to respective saved searches.

 

 

ICI Risk Management Application

ICI Risk Management application is certified to work with the 7.17 release (RM7.17.0.158).

 

 

ICI Proposal Management Application

ICI Risk Management application is certified to work with the 7.17 release (PM7.16.0.158).

 

 

 

Partner Enablement

Upgrading Icertis Software Development Kit for Partner Enablement

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
As part of our continuous efforts to support our partners, we have upgraded the following SDK content:

  • ICI Technical Configuration Hooks: Updated to the 7.17 release.

ICI Hooks provide a strategic technical solution and a definitive approach to add significant functionality in the existing program capabilities without interrupting or disturbing the flow of processes and expected outcomes.
ICI Hooks are very important in determining the appropriate implementation and necessary customizations of new or ad-hoc functionalities, and applicable program features. They help to fulfill specific and ad-hoc requirements or modifications desired by ICI customers and partners.

In this release, the following changes have taken place:

  • Three new hooks have been added.
  • Two hooks have been modified.
  • Six hooks have been deprecated or renamed.

Please refer to this link for more details on Hooks updates - ICI 7.17 Release - TechConnect (icertis.com).

 

Technical Requirements for Release 7.17

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

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Known Issues

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

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

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