Release Notes

Version 14.1: Insights, New Integrations, and Improved Configuration (🪨 stable)

Atfinity 14.1 introduces Insights, a new way to analyze cases and instances with custom dashboards. This update also includes new compliance integrations, a redesigned Process Layout, and additional configuration improvements.

Case Manager & Insights

• Insights – Users can now configure custom dashboards to display bar charts, pie charts, metrics, and tables based on cases or instances. This provides a structured way to analyze data and monitor key process indicators.

  • Supports multiple chart types and improved table behaviour.

  • Widget Detail View allows users to inspect individual insights components.

  • Layout Grid View & Side Panel improve navigation and dashboard structuring.

  • Elasticsearch-powered Queries ensure efficient and scalable data retrieval.

• Updated Case Comments – Case comments have been redesigned to improve readability and usability.

• Case Recovery Mode – Enables users to review case data even after configuration errors prevent case evaluation.

• File Fields as Proofs – File fields can now be displayed in the proof tab, giving users one convenient place to display all proofs together

• Case Loading animations – When opening a case in our case wizard, skeleton screens now provide faster visual feedback and improve the perceived loading time of the app.

Integrations

• WorldCheck Case Management – In addition to zero-footprint screening, Atfinity now supports creating and managing screening cases within WorldCheck for more comprehensive compliance workflows.

• LexisNexis – introduced LexisNexis for risk and identity verification.

• CIFAS – Introduced support for CIFAS fraud prevention checks.

• SmartSearch – Added integration with SmartSearch for anti-money laundering (AML) compliance screening

• Hawk.ai – Push data directly into Hawk.ai for real-time transaction monitoring and fraud detection.

Configuration

• Updated Process Layout – The Process Layout, where users design how the case wizard for a process (e.g., onboarding or KYC review) should look, has been redesigned to be more WYSIWYG and now features a modern, sleek look. Enhancements include:

  • WYSIWYG Layout – Provides direct feedback when configuring case layouts.

  • Side Panel that allow structured control over case layouts.

  • Much better drag&drop to move elements where you need them to be.

  • A dedicated permissions view

• End User Wizard (EUW) Design Update – The configuration of End User Wizards has been redesigned with an intuitive layout mode and a new side panel, similar to the one introduced for process layouts. This improves usability and makes it easier to design wizards.

• Update Indicator for Changes – Shows when Atfinity is still calculating if there are any changes.

• Markdown Table Function in RuLa – Expanded table functionality for improved rule-based logic.

General

• Redesigned Login Screen – Following security best practices and often heard client feedback, the Atfinity login screen now always makes it clear you are logging into Atfinity. You can still display logos and images that make it clear which client you are logging into, you also always know, for security, this is the Atfinity login screen

Version 14.0.14

• Enhanced our World-Check Integration. We now support all these actions:

  • Case Creation

  • Partial Update of a Case

  • Retrieve Case System ID

  • Zero Footprint Screening (ZFS)

Version 14.0.13

• Extended the API to support the download of single proofs with all attachments from a Case.

• Extended the API to support the download of single proofs with no attachments from a Case.

Version 14.0.12

• Fixed a bug that prevented the application from connecting to external database when database password has escape characters.

Version 14.0.11

• Improved the display of some error messages

• Additional management command to address File data saved incorrectly

• Added Cifas Fraud Detection to the Integration Marketplace

• Fixed a bug the invalidated valid Instances if they were part of a declined lifecycle case

Version 14.0.10

• Improve the <field> in ADX documents to handle splitting a field over multiple pages nicely

• Switch linking instances to load data from Elasticsearch for a significant speed-up

• Shortened the time a case is locked while it's evaluated to allow more efficient parallel processes of case evaluations

• Fixed a bug that rules to send emails in a final state are not executed

Version 14.0.9

• Adapted the Hawk integration have less required fields

• Improved sum_of_any to work on both parameters and nested lists, e.g. sum_of_any(10, [1, 2, 3], [4, 5]) will return 25 now.

• Fixed a bug that could cause calculated information in overviews to not display the most recent calculations

• Scheduled Rules were adapted to be unable to change already approved cases

Version 14.0.8

• Added client_ref as an optional parameter to ComplyAdvantage requests

• Fixed a bug that causes transactions to incorrectly overlap

Version 14.0.7

• We improved the performance of cases including many ADX documents

• Fixed a bug that cased ES indexing jobs to run much slower when started through the user interface while putting live

• Fixed a bug that made cases with relationship information crash in certain circumstances

• Added the Hawk integration

• Added the LexisNexis integration

Version 14.0.6

• We improved the performance of indexing cases and instances in Elasticsearch by up to 90% in some situations

• Dates in Atfinity can only be from 1.1.1 to 31.12.9999. So far, when calculations in RuLa (e.g. add_years) create dates that are out of this range we throw an error. From now on, we just clamp the values to be within this range without failing.

• We exposed additional data in the results of the SmartSearch integration

• Fixed a bug that caused cases to fail in rare situations where provided documents are corrupted

Version 14.0.5

• SmartSearch Integration

• Added an option to turn off reindexing Elasticsearch on system / server startup

Version 14.0.4

• Speed-up for indexing cases and instances when putting live

• Fixed a bug that causes shorcuts on macOS in the code editors for RuLa and ADX to not work properly

• Fixed a bug that prevented users from adding new information in the instance overview detail view layout

• Fixed a bug that caused cases to crash in rare cases when __instances or __instances_by_key was used

• Fixed a bug that prevented configurations without EUW to be imported in EUW enabled environments

• Fixed a bug that prevented cases from being indexed

• Fixed a bug that prevented the user to be on top of a new page or tab they navigated to

Version 14.0.3

• Fixed a bug that prevented EUW Docker images from being built correctly.

• Fixed a bug that caused Excel exports to fail.

• Fixed a bug that caused the update indicator to not disappear.

Version 14.0.2

• Added the markdown_table operator to create tables from lists or dictionaries
• Added an indicator on how many comments in a case are issues

• Turned the "Download Booklet" button into a split button so users can download a pdf booklet with a single click

• Smaller bug fixes

Version 14.0.1

• Fixed smaller design and front issues

• Added some more animations

Version 14

Atfinity 14 features an improved, cleaner design

• Atfinity Version 14 brings a major revamp of our user interface! Atfinity now looks cleaner and more structured and our case manager is significantly easier to navigate. Since you use Atfinity for more and more complex processes we put the tab navigation to the left to allow even more space to structure cases to your needs. We are very excited for your feedback! Don't hesitate to get in touch.

• Case Manager

  • Provide multiple appendixes to uploaded documents

  • A new field type "files" allows to upload multiple files, not just one

  • Multiline text fields in the case manager can now be configured to adapt to the provided text length. For example, a field can initially display five lines, but, when it fills up, starts to display up to 20 lines before it starts scrolling.

  • Text fields come now with a set of styles to choose from and an optional condition when to display the text. A great use-case for that is custom error messages in the context of the case manager

  • Documents are only marked as outdated now when information on the generated document has changed. This means documents outdate only when really necessary, not whenever the case is changed.

  • The case manager is now also available in Italian.

• Configuration

  • Case Manager overviews can now be configured with elaborate filters to create highly specialised overviews that only display some cases or instances. For example, you can now choose to make an overview that only displays people living in Germany.

  • Use rules to make queries to instances from already approved cases. This, for example, facilitates very elaborate duplicate checks.

  • Documents in RuLa provide access to matched instances with d.__instances and d.__instances_by_key
  • The option "create missing values" has been redesigned. If set to yes, no part of a document or rule will ask questions, instead of just the condition.

• Admin and API

  • Or management commands have been significantly reworked. They allow now to queries tenants, users, roles and groups in much more detail and can be used to easily administer these.

  • A new API request allows to create instances and assign roles in a single request

  • A new API request allows to remove multiple roles from an instance in a single request

API Changes

Changes in the response for Retrieve case, Create case, Create case and directly transition, Create lifecycle case, Create case with predefined objects, Change field (instance and information_key), Change field (case_field_key), Change multiple fields, Change case owner and transition case, Create instance by id, Create instance by key, Delete instance from case, Add role to instance by role_id, Add role to instance by role_key, Remove role of instance by role_id, and Remove role of instance by role_key

• Added a new integration field to reflect “ask to run” rules. This means you will now find a dictionary for each “ask to run” rule in the integrations field.

• Two new field to reflect the “create instance” button per tab. These fields have been added for case (process) and instance layouts, which apply not only to the responses mentioned above but also to Retrieve instance, Change instance owner, Lock/Unlock instance, Force update instance values, and Delete instance. Per tab you will find these new fields: • has_creation_buttons • included_ontologies

Version 12.1.4

• Fixed a bug that prevented rules assigning files from executing correctly

Version 12.1.3

• Fixed a bug that prevented cases with information fields of type "file" to be approved

Version 12.1.2

• Fixed a bug where values didn't get assigned to Instances created using the API Request Create case and directly transition when the transition is the final approved state.

Version 12.1.1

• We clarified out documentation about how to create and remove instances from cases and how to add and remove roles from these instances

• The create instance and add role api requests now also accept ontology keys and not just ids

Version 12.1

In addition to what is mentioned here, we have been busy working on an end user wizard and an integration marketplace that we are planning gut add to 12.2.

• We worked on speeding up our rule processing significantly. We optimized the way our parsers worked could make processing rules up to 90% faster than it has been. This means that putting live, calculating changes and running the rule engine with a cold cache (after putting live) should feel noticeably faster.

• New field type: File With this new type you can ask users to provide answers by uploading a file. This is especially handy for workflows that resemble ticket systems.

• Reordering in tables has been re-engineered and should now behave smoother

• When working with ADX documents, so far, you had to put live all changes to see the rendered document. We added a quick "ADX Preview" that gives you an idea how your current ADX will be rendered.

• days_spend_in_state in RuLa allows to get the days that a case has been in a certain state. It has options to discard weekend, holidays, non-working hours and if days should mean workdays (e.g. 8 hours) or natural days (24 hours)

• The sorting options for instances in the case manager have been amended with "newest / oldest first, ontology then role"

Version 12.0

• New field type: Instance relationship Whenever you need to explicitly define the relationships between instances, you can do that now with this new field type. This works very well for situations like parent - children, company - employee or power of attorney - account.

• New case manager languages: French, Serbian and Spanish

  
• Extended support for writing systems: Arabic, Chinese (traditional), Chinese (Simplified), Thai, Armenian, Japanese, Korean and Hindi

  
• New field type: Rich Text Field

  

  Give users the options to provide text in a case with formatting like lists, bold cursive and more.
• Inline comments

  

  Directly comment on instances or fields in the case
• New overview type: Document Overviews Use this to configure Form Libraries so relationship managers can still download single, unfilled documents if they ever need one.

• New process layout item: Text When designing your case layout you can now also place text items in between the fields. Give users more context and let them know how to fill out case information the best!

• Improved dashboard with graphs and more numbers

  

  Find more information about cases directly on the dashboard
• Fully configurable instance view layouts, so you can choose which fields to see per overview for People, Entities and Contracts.

• Preview any generated or provided document in the case manager.

  
• We improved the performance of our rule engine and the case manager.

• For every provided document, upload an appendix with more information.

  
• Errors and Warnings generated by RuLa can now reference fields, so it's easier for users to see what the error is about.

• Subscribe to a case watchlist whenever you want to receive updates whenever a case is changed.

  

  Click the watch icon to receive case updates
• Time zone support: Users can use their preferred time zone and date and time information is then displayed in their time zone.

• Instances in a case can now be sorted by configurable orders (e.g. by date and time of creation or by name)

• Provide a rule for when a tab is read-only.

• Provide a rule for when information is read-only.

• Query missing fields per tab directly in RuLa, with CASE.missing_information_by_tab and CASE.number_of_missing_information_by_tab.

• Query state durations in RuLa with CASE.states_history.

• Query available users, roles and groups in RuLa

• We made RuLa even more powerful with these new operators: **, //, date_equal, datetime_equal, get_translated_attr, matches (=~), months_ago, name_and_log, replace_chars, sqrt, translate_string
• Booklet Upload dialog improvements:

  • We now display which pages are missing

  • Documents with missing pages can now also be force attached

  • Option to attach all documents

• Added a general document upload endpoint to our API. Documents uploaded will be automatically attached to the right case, so API-users do not have to decide which case a document is for.

• Support for Chinese, Japanese and Arabic characters on Atfinity-generated PDFs.

• Remove uploaded case files

• Option to not offer users a way to change the name of a case

• Removed frames from editable PDFs

• Configuration views can now also diplay when objects where created and updated

• Tenants with active users cannot anymore be accidentally deleted

• Added a way to remove the dashboard completely

• When making an API call, the relevant case field will now update automatically.

• Added blacklist and search profile to our ComplyAdvantage integration

• Added CASE.owner_groups

• Upload Individual Documents accepts outdated outdated documents by default

• Unknown information in calculated boxes is not detected and creates configuration inconsistency errors

• Per processes, configurators can disallow users to edit the case name themselves

• If we prompt a user to login, she is redirected after login to the original destination

API Changes

The response to Retrieve Case, Create Case, Create Case With Predefined Objects, Change Field (instance and information_key), Change Field (case_field_key), Change multiple fields, Change Case Owner and Transition Case has changed to reflect the new features and the removal of the old parent-child relationship:

• fields added

  • case_version, watchers

  • documents[i]

    • required_fields,

    • provided_fields,

    • missing_fields,

    • uuid,

    • appendix_uuid

  • comments[i]:

    • text_or_quill

  • fields[i]:

    • quill_value

• fields removed from data.instances[i]:

  • from instances[i]

    • children,

    • has_potential_children,

    • parents,

    • has_potential_parents

The response for Retrieve Instance, Change Instance Owner, Lock / Unlock Instance and Force Update Instance Values has a new field tabs added.