Release Notes

Version 16.0.0 (🚀 upcoming)

In this release we are introducing more powerful AI capabilities, Digital Signatures, Draft Cases for better configuration testing, a redesigned Document Editor, handlich of Environments (Prod, Staging and Demo) in the UI and many improvements to Insights.

New AI capabilities

• AI Prompt Rule Action

  A new “AI Prompt” rule action enables cases to execute AI prompts directly from rules.

  • Input and output are defined in RuLa.

  • Input is rendered and sent to Atfinity Intelligence.

  • Output assignments map the AI response back into the case.

  This enables automated classification, validation, and structured data transformation within case logic.

• Configuration AI Chat

  Configuration now includes an AI side panel to support writing RuLa and ADX.

  • Context-aware assistance in code fields.

  • AI understands how to write RuLa and ADX syntax and can provide examples and guidance.

eSignatures

• Introducing Digital Signatures baked into the user interface We added a flexible eSignatures framework that is embedded directly in the document views of cases.

  • New "Send for eSigning" buttons appear in the Documents view once eSignatures are enables

  • Multiple signatories per document are supported.

  • Multiple documents per signing request are supported.

  • Users can send full booklets or individual documents can be sent.

  • Each document receives its own individual digital signature, enabling separate archiving of legally valid signed documents.

  • You can monitor, cancel, and retrieve signing requests once you have send document to be signed.

• Certifacation The first provider in this new framework is Certifaction, a fellow provider from Zurich, Switzerland

  • Supports SES, AES, and QES signatures.

  • Support for EU (eIDAS) and Swiss Standards (ZertES) and more

Marketplace

A new marketplace allows you to view and install integrations form a huge repository of already created ones

Wizards for the whole case

In addition to creation and lifecycle (end user) wizards, we introduce a third category: Whole case lifecycle wizards. While lifecycle wizards operate on a fixed number of instances (for example to provide data for a certain person), whole case lifecycle wizards act on the whole case and can also create new instances.

Instance History

On instances, we also display now the history of why this instance has these values. For example:

• See that case 736 changed the domicile to "France"

• See that an API request changed the risk profile to "high"

Configuration

• Draft Cases allow testing the configuration before it is live. Draft cases are fully separated from live cases and make it even faster to develop configurations.

  • Draft cases run using the draft configuration.

  • No modification of the live world will happen, so you can just test away with worry.

  • Only visible to configuration editors/testers

  • Cases can be duplicated, so you can create a few case templates you quickly copy and test with for your configuration needs

• Transition Rules can be used to transition a case to another state automatically

  • Transition along a transition in a workflow

  • Force the case to go to a certain state

• Redesigned Document Editor The document editor has been redesigned from the ground up

  • Preview ADX document directly in the editor without putting live

  • Move faster through complex PDF documents with a tidied up PDF Editor

  • A much better look and feel overall

• Environments Based on your Server environment (Production, Staging, Demo) Atfinity will display different options.

  • On production servers, you mostly want to import configuration, not change it. The UI is now streamlined for tis

  • Release Notes between the environments make it easier to know that you are importing the right configuration

  • Configuration Import has been redesigned to give you in general a better overview of what you are importing

Insights Improvements

Insights have been improved in many small and large ways:

• Widget resizing Widgets now come in multiple sizes and you can make them smaller and larger

• Full List Page Widgets that display conclusion like "30 cases with customers in france" can now have an automatically generated full list that would display all the 30 cases mentioned

• Stacked Bar Charts Data that has naturally three dimensions can now be displayed in stacked bar charts. For example, display how the clients per risk (low, medium, high) have developed in the last 8 quarters in such a stacked bar chart.

• Calendar-based Times In addition to relative times (last 30 days) you can now use calendar-based times (last month, this year, ...)

• Future-based Filtering For lists that have data of upcoming events (next client review) you can also filter data in the future (next year, next quarter)

Version 15.0.12 (🪨 stable)

• Reverted the behavior of editable documents to use the default text size rather than automatically adjust the font size to match the editable field height.

Version 15.0.11

• Fixed an issue where closed cases crash after a proof or document, previously part of case, is deleted in Configuration.

Version 15.0.10

• Fix an issue crashing Wizards when masking undefined email after authentication stage.

Version 15.0.9

• Fixed an issue where frequent Case Field updates caused an infinite loop and resulted in data loss.

• Fixed inconsistencies in CASE.Comments values and ordering between ADX and RuLa.

• Fixed reference_readable in CASE.Comments to display the proper Information Name instead of the Information key.

• Fixed spaceAboveLine / spaceBelowLine attributes for <field> elements in ADX so that values between the default spacing and zero now render correctly.

Version 15.0.8

• Fixed and issue preventing copying Instances from External Datasources in Ongoing Cases.

Version 15.0.7

• Added support for linking Instances in a Case via the API.

• Improved the behaviour of Case Fields during updates.

• Fixed an issue that prevented the legacy World-Check Zero Footprint Screening integration from working.

• Fixed an issue that prevented using Fields inside tables in ADX Documents.

• Fixed an issue where the Global Constant Case.comments sometimes populated reference_instance and reference_readable with incorrect values.

• Fixed an issue where the Field element in ADX Documents could not render spaceAboveLine and spaceBelowLine values lower than the default.

Version 15.0.6

• Fixed an issue that prevented text fields from updating after they have beed edited.

• Fixed an issue with text fields that had them update with an old value when they lost focus.

• Fixed an issue that prevented cases to function properly when role information of external relationship instances was referenced.

Version 15.0.5

• Fixed an issue in MySQL-based environments that prevented creating lifecycle cases when instances contained populated File-type fields.

• Fixed an issue that prevented accessing EUW via URLs from previous version.

Version 15.0.4

• Fixed a bug where Case updates occurring while editing of Text and Multi-line Text fields could cause input to be lost or the cursor to jump to the end of the text.

• Fixed a bug where users with the appropriate Role permissions in a Workflow State were unable to upload proofs in a Case.

• Fixed a bug that prevented tenant creation in some environments.

• Fixed a bug where linking an Instance via a known Single Relationship Information field and using it in a calculated Information field could cause the Case to enter recovery mode.

• Fixed a bug where the document_user_readable_id for proofs is DOC instead of PRF in the API Response.

Version 15.0.3

• Fixed a bug that prevented files from being saved correctly for Information fields of type File.

• Fixed a bug that did not respect the order of Instance Roles defined in the Configuration.

• Fixed a bug that incorrectly set a Case into recovery mode when assigning Information of type File using sneaky.

• Fixed a bug that prevented Configuration transfer between minor versions.

Version 15.0.2

• Allowed uploading directly to file information displayed in the proofs tab

• Make outcome instance id a link in widget tables

• Allow settings information to unknown in assignments, e.g. p.first_name := unknown or p.first_name :=! unknown is now supported

Version 15.0.1

• 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.