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Requirements Management 2.9 Release Notes

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

What is new in Requirements Management 2.9?

The Requirements Management (RM) 2.9 release notes provide an overview of the latest changes and improvements to the RM solution.

Identify required documents for a procurement

Requirements Management (RM) 2.9 introduces required documents, a new capability that tells contracting personnel which documents a procurement needs for a complete contract file. RM integrates with the Document Profile module to identify the required documents based on the characteristics of each procurement, such as contract type, contract value, and product or service codes.

Assembling a contract file previously relied on manual checklists, which risked missing critical documents and caused rework later in the procurement process. Required documents show what the contract file needs, what is complete, and what is outstanding.

The required documents capability includes the following:

  • Required Documents subtab: A subtab under the Contract File tab that lists every required document with its folder location, filename, status, and last date. KPIs summarize how many documents are required, created, in progress, and missing.
  • Document status tracking: Each required document shows a status of Missing, In Progress, or Created, so contracting personnel can assess contract file readiness at a glance.
  • Document actions: Create a required document with AI Document Builder or from a pre-approved template, upload a document prepared outside the system, mark a required document as created by selecting an existing contract file document, or download a created document.
  • Conditions snapshot: A view of the data points the Document Profile module used to identify the required documents for the procurement.

Required Documents subtab showing the document tracking KPIs, the conditions the required documents are based on, and the required documents grid with the actions menu open.

The Required Documents subtab is visible to contracting officers, contract specialists, and contracting managers. See Required Documents subtab for details.

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  • Use RM: Learn how to navigate and use the RM features.

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