Today, we've introduced a small enhancement to improve clarity among the product tabs for Agent and Underlying Principal Entities. The 'Product' tab will now exclude all Agency Products, now only displaying non-agency products associated with the entity. Agency Products for Underlying Principals will continue to display in the 'Managed Products' tab, with the 'Agency Products' tab displaying them for the Agent Entity.

This tool has now been extended to validate lookups for select drop downs, multi select dropdowns legacy linked lookups and multi select legacy linked ups.

If the task that follows a Manage Products task is configured with conditions that use the 'Related Products' data source, it's possible that the evaluation of that task could happen in parallel to the propagation of product data due to parallel processing. To support this configuration scenario, we have introduced a new configuration toggle to the Manage Products task. When enabled (optional) the 'Ready For Sequential Task Evaluation' toggle will hold the Manage Products task from closing until propagation of product data to other sources has completed. When the next task triggers, product data changes will be fully available for evaluation.

A toggle has been added to the Dynamic Assignment Configuration page, enabling clients to trigger Dynamic Access Layer calculations when Entity Drafts are updated. This feature is particularly useful for calculating access layers for Related Parties.

The Business Metrics Dashboard allows you to understand key metrics about your journey processes. This release includes Task level metrics, allowing users to see how many tasks were completed or reopened as well as the average number of tasks completed within a given period.

ISDA Amend users can now receive Ongoing Updates from S&P when there have been updates to subscribed datasets.

This latest push of Advanced Dashboards functionality includes enabling the Dashboards on all live Production tenants, Configuration Exchange Support for Dashboard configuration as well as enabling Localisation support for the Dashboards. We have also introduced a new UI for users in the left hand nav bar. With this updated UI, users will be able to locate 'Tasks' & 'Journeys' Dashboards respectively at the top level as their own individual icons.

Providing explanations within the Document Data Extraction task, which will explain how an entity data value was extracted from a document. This explanation will be visible via a tooltip next to the extracted value.

A new functionality that allows for user-inputted entries into a stored knowledge base that can be fed into the LLM to help reach the expected outcomes of the User when utilising IDP. This allows for fine-tuning of intelligent document processing results over time during your testing. The entries in your knowledge base can be shared between tenants via config exchange.

This tool has now been extended to support the creation of Non CLients.