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Discovery for Advantage Platform 202609.1.0 Release Notes

In these release notes, you can find enhancements and fixed and known issues for the Discovery Agent 202609.1.0 release. For documentation updates, see What's New in Discovery Agent Documentation.

Note:

This documentation may describe optional enhancements for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific enhancements and licensing.

Enhancements

The following enhancements are new to Discovery Agent in this release.

TemplateID Mapping for Extracted Clauses

If the worksheet Discovery Agent uses to extract a clause contains a reference to the clause library, Discovery Agent saves the related TemplateID to the Agreement Clause object. If there is no clause library reference, the TemplateID remains empty. This update applies to documents imported after this release. Documents imported previously retain a null TemplateID for extracted clauses.

Fixed Issues

The following issues are fixed in this release. If any actions are required, they will be listed in this table.

Case Number Conga Internal ID Description
00981009 AIPLAT-7262

Invalid documents unintentionally sent to Discovery AI remain stuck in Ready for Review state. These documents cannot be processed further and require hard deletion to prevent workflow disruptions.

- AIPLAT-7061

Discovery Agent extracts Agreement Name and Legal Entity values from document headers or footers, even when there are correct values in the document body.

Known Issues

The following unresolved issues are known to Conga at the time of this release.

Conga Internal ID Description
AIPLAT-7207

When Discovery Agent is opened from Salesforce, the Intelligent Document Import button does not raise the Folder option when accessed from CCIUserContainer and surfaces an outdated interface when accessed from an agreement record.

DOC ID: CICRLP202609.1.0RN20261009