Release Notes

Version 15.0.1 (🪨 stable)

• Fixed some incorrectly handled caching of generated rules.

Version 15

This release introduces the AI Writing Assistant, the Structure field type, and Ongoing Wizards inside cases. It also brings multiple ADX layout extensions, new permissions, and broad enhancements to configuration, lifecycle handling, and usability.

Case Manager

• AI Writing Assistant A generative AI chat panel integrated into the case editor to assist users in composing and refining content. It uses Atfinity Intelligence, a large language model deployed within Atfinity’s or the bank’s own infrastructure, ensuring that sensitive client and case data remains fully protected.

  • Access via toolbar button or field icon.

  • Users can view others’ conversations in read-only mode to ensure compliance can check questions and answers if necessary.

  • Users can ask the AI for reasoning, clarification, or suggestions related to the current case context, for example:

    • “Does it make sense to sell a house in Albania at the described address for 30 million EUR?”

    • “Are fintech startups in Thailand worth 100 million USD?”

• More and Colourful Icons in Cases Distinguish between instances much easier with colourful icons and variations of often used ontologies.

  • Significantly expanded icon to choose from for ontologies.

  • In addition to icons, we also have tokens to represent variations for an ontology, for example to describe that the role of a person is Power of Attorney

  • Icons for very common ontologies like people or companies, have variations to make it easier to distinguish between different instances (e.g. Person A has a tie, Person B has a green shirt)

• Wizards in a Case (Ongoing Wizards) End-User Wizards can now be used to create ad-hoc, digital forms to ask further questions to clients, lawyers or other stakeholders. By configuring such wizard templates, these "digital forms" are logical and easy to us. A layer of authentication ensures that the right person answers the questions.

  • Ongoing wizards appear in a new “Wizards” tab in each case.

  • Rule-based conditions define wizard availability and applicable ontologies.

  • Users can select ontology instances to fill template placeholders.

  • Email authentication flow identical to creation wizards.

• User Interface Enhancements

  • Display of issue counts inside tabs.

  • Dates displayed in overview pages.

  • Clicking the active tab scrolls to the top.

  • Zoom in and out in proofs and documents.

  • Dedicated tab for resolved comments.

  • Role Matrix filterable by tab context.

  • Case Overviews have now an option to filter for blank values in columns.

Configuration

• New Information Type: Structure A new repeatable field type for grouped, structured data within processes.

  • Structures can be uses to have multiple, similar field, for example multiple addresses or inheritances.

  • Structures can often replace having multiple, similar field, e.g. email_1 to email_5

  • Configurable minimum and maximum occurrences and optional empty-state message.

  • Each occurrence mirrors a predefined layout, like a mini category.

  • They behave like a list of dictionaries in RuLa.

• Instance Graphs

  A new visual way to display relationships between instances inside a case.

  • Can show complex structures such as ownership hierarchies, fund relationships, or family trees.

  • Defined through XML + Jinja templates that describe nodes and edges dynamically.

  • Interactive view with zoom, pan, and expand/collapse functionality.

  • Supports multiple node levels, custom labels, and icons for visual clarity.

  • Makes complex relationships easy to understand directly in the case manager.

• Assignment operator :=! overwrites user input explicitly.

• CASE.comments accessible in RuLa and ADX.

• Insights can filter cases by process.

Admin

• New permissions:

  • Delete cases when they are in certain workflow states.

  • Resolve case comment.

  • Archive / Unarchive case comment.

• Option to send an automatic email when a user is created.

  • There is a new checkbox in the user creation dialog to send out an email to the new user with a temporary password.

ADX Improvements

• <table>:

  • configurable background color per table, row and cell.

  • configurable border width, and color.

• <field>:

  • much more configurable spacing

  • title/content sub-elements as <title> and <content> to use further formatting in <title>

  • option to always display a certain number of min_lines.

• <line> and <rect>: usable inside columns and flowable contexts.

Other Improvements

• List information can now also be displayed as radio buttons and checkboxes.

• Scheduled lifecycle rules can be assigned a specific owner.

• Downloaded, editable pdfs now support box content shrinking in macOS preview.

Performance

Case processing has been optimises and can be up to 60% faster depending on the type of case and server infrastructure.

Bugfixes

• Generated documents are frozen once the case is finished to prevent unintentional updates and keep them as configured forever.

• Various fixes for "is all" matches.

• Various fixes about how relationship fields load instances into a case.