Version 9.x and earlier

Version 9.4.15

  • Made the content of document boxes findable in configuration full text search

  • Added the current tab to the displayed url in the browser. This way, if you are on a certain tab in a configuration detail view and you copy the url, pasting the url in another browser will open the exact tab you were viewing.

  • Fixed a bug that very long file names can visually overflow upload dialogs

  • Fixed a bug that prevented configuration import that included avaloq information of a process

  • Fixed a bug that prevented assigning values with rules to list information that allows free text

Version 9.4.14

  • Fixed a bug that causes bootstrapped helm chart releases to bootstrap data even though the database is not empty

Version 9.4.13

  • Added a quickfilter to the documents and proofs overviews that filters if these are group documents or proofs respectively

  • Fixed a bug that cases or comments are not shown full size when the they are shown alone

  • Fixed a bug that logos and icons are not displayed correctly for fresh tenants in Configuration -> Settings

Version 9.4.12

  • Fixed a bug that caused calculated information not to be exported correctly sometimes

  • Fixed a bug that caused avaloq settings not to be exported correctly

  • Fixed a bug that caused workflow transitions not to be exported correctly

  • Fixed a bug that prevented exporting horizontal alignment of document boxes

Version 9.4.11

  • Added sorting options for ontologies and roles in the configuration area

  • Fixed a bug that "Required Roles" rules were not exported correctly

Version 9.4.10

  • Fixed a bug that system values were sometimes not ignored when saving the recalculated case

Version 9.4.9

  • Added a way to configure the number of celery workers started

  • Fixed a bug in the rule engine that means roles are not always created

  • We moved the logging wrapper configuration into the django settings

Version 9.4.8

  • We improved the code editor autocompletion significantly. Suggestions are not given from the first character and much more exact as before.

  • Fixed a bug that causes certain pdf fields to be rendered a bit too log or too high.

Version 9.4.7

  • SVGs can now also be added to smart documents. Their size will be automatically limited to the size of the page minus the configured margins.

  • We added many more ontology icons to choose from.

  • Our official helm chart now includes the option to provide certificates as a TLS secret and to not acquire them via cert manager

Version 9.4.6

  • The proofs tab will not display the group column anymore if none of the proofs are in a group

  • Group Proofs and Group Documents are highlighted with a * in the process detail view

  • Added support for certain dns situations when using Kerberos

  • Fixed a bug causing files to be not correctly imported when using the configuration import in some situations

  • Fixed a bug in our Worldcheck integration that caused the place of birth to be not correctly provided to the Worldcheck api

  • Fixed a bug that caused systems without elasticsearch to not correctly import configurations

Version 9.4.5

  • Similar to Group Documents, Group Proofs have been implemented

  • We corrected several bugs connected to the digital form tool

  • We further improved our helm chart

  • Added an operator UUID

  • Fixed a bug that the owner dropdown menu search recommendations can in some situations be squeezed into a too tight space

  • Fixed a bug that values can still be present even if they are removed in very few situations

Version 9.4.4

  • The proof tab in the case manager has seen a mayor redesign. Next to a more streamlined design, it's now possible to reassign uploaded files to another requested or a custom proof.

  • Added two new management commands to find (very likely) unused filed and another one to delete marked unused files that were not accessed for a month

  • Improved the deployment strategy for the official helm chart

  • Added specifying the default storage class for persistent volume claims in the official helm chart

  • Added a way to specify the maximum allowed unsuccessful login attempts

Version 9.4.3

  • The detail views of ontologies and roles now show a list of information assigned to them. Configurators can also directly create or delete information directly from the context of an ontology or role.

  • We improved the displayed error message when putting live or reverting changes.

  • Groups and Roles in the administration area now display which users belong to the group or role in their detail views.

  • You can now define a filename rule for exported single documents or proofs. This rule has access to all the declare variables of the respective object.

  • We added a new operator make_filename that turns any string into a safe filename.

  • The atfinity helm chart now allows users to skip defining an ingress.

Version 9.4.2

  • We will not enforce PDF/A for single documents when you do not want their fields removed, even when the enforcement is requested. This is because enforcing PDF/A removes all pdf fields, so pdf forms cannot be filled out anymore. When such documents are however combined e.g. into a booklet, the enforcement for them is still done.

  • Fixed a bug that already provided names of cases didn't take precedence over case rules at the time a system is migrated to include case name rules.

  • Fixed a bug that condition errors would be displayed in the configuration for both the document and all its sections if there is a document condition error.

  • Fixed a bug that prevented code editor fields from being saved when they lose focus

  • Fixed a bug that webhooks could be send out for the wrong tenant

Version 9.4.1

  • Options to include or exclude data when creating configuration exports. Options include:

    • Data Sources and Custom APIs

    • User Roles

    • Tenant Settings (e.g. logos, colours and email notifications)

    • Integration Settings (e.g. DFT, avaloq and IDnow)

  • Add "Create Copy" feature for rules

  • Search through translations with the ID of the translated object

  • The Put-Live Dialog has been reengineered to display a progress bar and progress updates

  • We started using the Brotli algorithm (instead of gzip) on our webservers. In our tests, this gives an average speedup of around 5% of the application.

  • Multiple bugfixes on the official Kubernetes helm chart

Version 9.4.0

  • This is the first version offering support for Kubernetes with an official atfinity helm chart. For the time being, this is considered beta. If you are interested in the beta version of our helm chart, please get in touch with your key account manager

  • Fixed a bug preventing users from uploading .pdf and .zip files on some environments

  • Change font size, width, height, and page for multiple selected boxes

  • Delete multiple selected boxed at the same time

  • Use shift and control to select boxes in the page editor like you would do in a file browser

  • The maximum upload size was increased to 512MB in the whole application

Version 9.3.12

Version 9.3.11

  • Accepting more zip mime types when uploading .zip files

Version 9.3.9

  • Fixed a bug causing some *_OF_ANY operators to raise errors

Version 9.3.8

  • Added deletion of users

  • Display an overflow menu when there are too many ontologies in the main navigation

  • Fixed a bug that prevented the instance overview from changing when switching to another ontology

  • Fixed a bug that prevented users to change the access rights to a tab in the process and tab views

  • Fixed a bug that caused api rules to be only once executed, even when their condition becomes false and then true again

  • Fixed a bug that caused duplicated cases to be displayed in the case list under rare conditions

Version 9.3.7

  • Added data about the outcome instance to webhook requests

  • Added even more debugging support for Kerberos connections

  • Prevented api calls from creating extra outcome instances when creating cases.

  • Fixed a bug that prevented CASE.created_at to be used in date functions like DAYS_AGO

  • Fixed a bug that prevented creating custom api requests

  • When copying an information, document, workflow, process or ontology multiple times, the new object name now ends with the number of names with that key. This allows users to copy these as often as they like

  • Fixed a bug that sometimes prevented the correct import of translations when related objects (e.g. a document) changed the name between export and import

  • The content-type header of our webhook requests now correctly classifies them as application/json

Version 9.3.6

  • Added "Work Sans" as a font option

  • Fixed a bug that caused wrong number of missing informations and translations for freshly created instances

  • Fixed a bug that references errors of document boxes were wrong in some rare cases

Version 9.3.5

  • Added a management command to test kerberos connections

  • Fixed a bug that prevented users from assigning new roles in the case manager in certain situations

  • Fixed a bug with theCASE.number_of_missing_information calculation when using the expression in a rule

  • Fixed a bug allowing users to go back and start a new import of users while another one is going on

  • Fixed a bug preventing users from resetting an assigned avaloq field

Version 9.3.4

  • Improved the way error messages are displayed for invalid predefined_values when creating new cases using the public API

  • Fixed a bug that prevented users of the case manager from deleting values

  • Fixed a bug that prevented users from updating documents with dangling pdf papers

  • Fixed a bug that prevented users from editing some translation values

  • Fixed a bug that allowed multiple parallel user imports

  • Fixed a bug that prevented access levels of users to be correct after user import

Version 9.3.3

  • Information about the case will now also be autocompleted in RuLa editors

  • Relaxed validation of provided case values via API again: true and false can now be provided again as boolean values (instead of just "true" and "false")

  • Fixed a bug that caused CASE.number_of_missing_information to be not synced with the bubbles

  • Made it more clear which filetypes are acceptable to be uploaded as a logo

  • Fixed a bug that made links from categories to tabs invalid

  • Fixed a bug that prevented documents from being able to be filled in correctly after configuration import

  • Fixed a bug that caused the numbers of instances in their name to be wrong

Version 9.3.2

  • Added a way to filter cases by initiator and owner API calls

  • Fixed a bug that caused CASE.number_of_missing_information to be calculated wrongly

  • Fixed a bug that allowed users without the VIEW_CONFIGURATION right to use the full text configuration search

  • Fixed a bug that caused the conditions of sections not checked for invalid references sometimes

  • Fixed a bug that allowed external data sources to update ontology or roles under certain conditions

  • Fixed a bug preventing tenants with data sources from being copied

  • Fixed a bug preventing import user issues from being notices

Version 9.3.1

  • Import users from an excel sheet

  • Use emojis in most places where you enter text, e.g. as case values, comments or emails

  • Admins can lock / unlock instances, which protects them from being changed in cases when they are linked

  • New api calls that allow to force an update on an instance. This only updates existing values, but also updates them in all ongoing cases where the instance is used. Together with locking, you can use that to keep data in atfinity in sync with other systems like a CRM.

  • Added CASE.created_at that shows when the case was created

  • Fixed a bug that caused comments to be created multiple times

  • Fixed a bug that prevented users from changing integration settings

Version 9.3.0

  • Detecting many more inconsistencies before putting live a configuration, including detecting invalid references

  • Added name formula for ontologies: name formula can now be specified per ontology using RuLa, instead of selecting individual naming information. Instance names in the case manager will be calculated based on the specified formula.

  • Added name formula for processes: name formula can now be specified per process using RuLa. Case names will be calculated based on the specified formulas. In the case manager, users can choose between displaying calculated name of a case or providing a custom name.

  • Download a single, signed document: added an option in the case manager to extract a single document from the signed booklet and download it. Additionally, an endpoint for this functionality is added to the atfinity API.

  • "Cleanup" for workflow transitions. It sorts the transitions by the ordering of their from-state while keeping the user order intact.

  • Adaptable the page size in lists

  • The full text search now shows up to 100 results and allow scrolling through them

  • Going back to a list, the previous page, search query, filters, sorting and page size will be restored

  • Number of options per taxonomy displayed in the taxonomy list

  • Change the alignment (left, center, right, justify) of text boxes in smart and pdf documents

  • Display the number of provided and missing information in case overviews

  • Added Montserrat as a font option for smart documents

  • Added CASE.number_of_missing_information

  • elif for if-then-else operators

  • The zip_export command has been simplified. You can now specify a local path where the export will be created.

  • Fixed a bug that prevented exporting configuration with multiple files with the same filename

  • Fixed a bug that caused all new information to have the same key after the configuration import

  • Fixed a bug that caused workflow permissions to be deleted after the configuration import

  • Fixed a bug that caused a 0 in a switch statement to return the default value

  • Updated the routing libraries and code in our web frontend. This allows to to roll out many useful features for urls and the browsers history. A few are already included in this version.

Breaking Changes

  • The url to cases has changed slightly. The /# part before the actual route was removed. Please update your integrations if necessary

  • Systems with databases older February 2021 are not supported anymore. If you need to support such a system, upgrade first to 9.2.x, then to 9.3.x

Version 9.2.13

  • Users, Groups and Roles can now be exported in .xlsx file

  • Added author, title and producer as meta information to generated pdfs

  • Added buttons to move an item 10 rows up or down while reordering

  • Fixed a bug that prevented copying the same information twice

Version 9.2.12

  • The process overview now also displays the workflow attached to a process

  • Fixed a bug creating inconsistencies for system information that a user has no control over

  • Fixed a bug that caused the disable logic for transitions to be inverted

  • Fixed a bug that caused decimal fields everywhere in the configuration to display "NaNaNa" when there is no value present

Version 9.2.11

  • Added an inconsistency for documents that need to be signed but have no QR code on some pages

  • Added inconsistencies for situations where there are no options for an enum information available:

    • No options provided

    • All options disabled

    • No options to be shown

Version 9.2.10

  • Fixed a bug that prevented admins from the deleting the "badge" displayed below the tenant logo

  • Changed the way predefined_objects from the api call POST cases/ is handled to use the same serialisation as PATCH cases/{{ID}} (update field) and update the api example with a free text value.

Version 9.2.9

  • Replaced our main pdf library for increased performance and more consistent pdf generation. This also makes atfinity more resilient in accepting slightly wrong pdfs.

  • Fixed a bug creating many changes when adding or deleting a document, rule or proof to or from a process.

Version 9.2.8

  • Fixed a bug preventing the outcome instance from being clickable in lifecycle processes.

  • Fixed a bug preventing passwords for new users being saved when the users are created.

  • Fixed a bug sending too many requests to an external data source.

  • Fixed a bug outputting the name of the user instead of the username when using CASE.owner.

  • Improved the error messages when trying to render unusual pdfs.

  • Added an api endpoint to download single documents

Version 9.2.7

  • Added ordering to processes: Processes can not also the arranged and will be displayed in the chosen order e.g. in the dashboard

  • Added creating process cases by process_key in addition to process_id

  • Fixed a bug causing an incorrect validation error that an information value already exists

  • Fixed a bug causing values returned from external data sources to not be serialized correctly sometimes

  • Fixed a bug that prevented delete_all_data from being executed correctly sometimes

Version 9.2.6

  • Add an option to only search an external data source after a certain minimum of characters have been provided as query

  • Fixed a bug that meant if and switch statements had their condition evaluated even when it was already determined false

  • Fixed a bug that prevented invalidly stored values from being corrected by the rule engine

  • Fixed a bug that prevented the setting "Do not use proxy" from being respected sometimes

Version 9.2.5

  • Add a way to display a "detail" column when searching external data sources

  • Improve the way atfinity handles slow external data sources

  • Improve the way atfinity handles errors in external data sources

Version 9.2.4

  • Add an option to not use the proxy in a data source

  • Add format_date operator

Version 9.2.3

  • The boxes of the active section are now highlighted in the document page editor

  • Multiple sections of a document can now be shown in detail at the same time

  • Multiple sections of a document can now be deleted with one click

  • Display a warning when configuration has a PDF without file attached

  • Added management command remove_pdfs_without_files which deletes all PDFs that do not have files attached

Version 9.2.2

  • Added the option to disable SSL / TLS certificate validation for a single data source

  • Added a way to see the total full text search results

  • Fixed a bug preventing languages of a document from being deleted successfully

  • Fixed a bug causing editing anything in a document section to open / close that section

  • Fixed a bug causing validation errors when using self within is all declarations

Version 9.2.1

  • Full text search through configuration: When you hit CTRL + K anywhere in atfinity or click the search icon, you can now perform a full text search through the configuration

  • Added sending the ontology in question to external data sources

  • Added a multi-document action to update the font size of the boxes inside the selected documents

  • Added the operator format: It allows using placeholders in strings and replacing them with provided values.

Version 9.2.0

  • Transition Rules: Transitions allow a condition to be entered. Only when this condition is true the transition button is enabled

  • Require Roles Rules: Added "Require Roles" type of rule which makes selected roles required and displayed in a case when the condition is true.

  • Added support for where clause in methods instances and instances_exist

  • Added the operator has_attr: It checks wether an instance has a certain attribute or not

  • Access the outcome instance directly via the always available constant OUTCOME_INSTANCE

  • Display when a change has happened in the Changes view

  • Email text and templates now include the placeholder CASE_ID, which is the human-readable ID of the current case, e.g. CSE-1234

  • A validation error is raised when an assignment action contains the same assignment multiple times

Version 9.1.19

  • Fixed a bug causing is_all to always make a document or rule match

  • Added ensured_by and the information id to the "All Values" debug view in the case manager

  • Email text and templates now include the placeholder CASE_LINK that holds a public link (if applicable) to the current case

  • Fixed a bug causing empty conditions to match to any instance in the case

  • Fixed a bug preventing group documents from matching in booklet uploads

Version 9.1.18

  • Fixed a bug preventing the ordering of the active box to be updated when changing the order of that box in the box list

  • Empty main language translations will not be exported to json anymore

Version 9.1.17

  • Fixed a bug that prevented changing some notification settings

Version 9.1.16

  • Display a notification with user-readable ID after creating a configuration item, e.g. Document

  • Added support for using the instance list of a is all declaration within join_of_any

  • Fixed a bug that prevented reloading the list overview after the last item was removed from the last page

  • Fixed a bug that prevented having the same group document for different instances in a case

  • Optimized performance of the draft pipeline

Version 9.1.15

  • Added a meta information tab to tabs and categories

  • Fixed a bug that prevented the selected boxes in the page editor to not be in sync with the list on the left when using the escape key

  • Fixed a bug that prevented selecting further boxes with shift-click in some situations

  • Fixed a bug that caused an empty list of possible actions to be sometimes shown in the detail view of a rule

  • Fixed a bug that caused rule action translations to sometimes disappear when information about the rule itself is updated

  • Fixed a bug that prevented CASE.process_name to be displayed correctly

  • Fixed a bug that caused the page to jump to 1 when starting to reorder

Version 9.1.14

Version 9.1.13

  • Display tenant_id also in the overview section when using the management command caseoverview

  • Make sure error messages from the rule engine include a reference to the rule if possible

Version 9.1.12

  • Fixed a bug which prevented exporting configurations with SVG document boxes

  • Fixed a bug which caused incorrect reference errors for imported document boxes

Version 9.1.11

  • Fixed a bug causing the ordering of copied documents to be wrong

  • Updated the xsd schema for avaloq xml exports. This allows you to provide MiFID II and legal person

  • Added more options on how to process the avaloq import result. Some money account key information (for CHF, EUR and USD accounts) and the created avaloq person ID can now also be mapped back to the case.

  • Added the contains only operator that checks if all the elements of a list are elements of another list

Version 9.1.10

  • Reverted using bulk_update when reordering items. On some servers this did not work as expected for some tables and made reordering items impossible.

  • Added more options on how to process the avaloq import result. Some money account IBAN information (for CHF, EUR and USD accounts) can now also be mapped back to the case.

  • Started to throttle sending emails more aggressively

  • Added option to notify owner and initiator only about final transitions

  • Added option to configure notifications per process

  • Fixed a bug preventing some pdfs from correctly rendering in very rare situations

Version 9.1.9

  • Add management command make_order_consecutive to make order of configuration tables consecutive

  • Added an experimental version of import and export for configuration and translations

Version 9.1.8

  • Allow adapting the roles in assignments like INSTANCE.roles := NEW_ROLES

  • Improve the error handling and message when using the avaloq xml export

  • Added syntax and schema validation for the avaloq xml jinja2 template

Version 9.1.7

  • Added sending the responsible user to the data source when making requests

Version 9.1.6

  • Fixed a bug displaying keys in the dashboard sometimes when caches are cold

  • Fixed a bug cause reference errors for actually existing references to be shown in some situations

  • Escape LDAP names before returning them to the server.

  • Changed the transition notification message to mention the state that the case was transitioned to, not the transition applied

Version 9.1.5

  • Added the option to configure api containers to use Kerberos authentication. This option needs additional configuration of your infrastructure, so please get in touch with us if you would like to use Kerberos.

  • Fixed a bug preventing Spanish translations from being correctly applied in the api

Version 9.1.4

  • Increased security of application

  • Fixed an issue preventing zip_import to work for databases using ssl

  • Fixed a bug causing is known and is unknown operators from not evaluating complex expressions

Version 9.1.3

  • Started displaying the current version on api container startup

  • Fixed a bug adding bottom offset to rendered pdf fields

Version 9.1.2

  • Fixed a bug causing QR and HR Codes to be drawn slightly off.

  • Fixed a bug about a missing translations in the case managers proofs table.

  • Fixed a bug preventing the document -> "Set Human-Readable Code Position and Font Size" action from succeeding sometimes.

Version 9.1.1

  • Fixed a bug making bubbles look odd sometimes.

Version 9.1.0

  • Support for user defined functions: Many clients requested a way to not type certain configuration constructs multiple times. With RuLa functions we provide an answer: You can now define your own functions that execute arbitrary expressions. This can save you from a lot of typing.

  • Groups and Roles from LDAP: LDAP support got more flexible by making a separate query to find out what groups and roles a users should have. Clients using LDAP requested this feature.

  • Improved working with strings, dates and lists in RuLa with more operators: sort, reverse, left, right and days.

  • The current version of the configuration is now included when retrieving cases

  • Added a new view Administration -> Settings for some tenant specific settings that only administrators should be allowed to change.

  • Added a way to provide a badge in Administration -> Settings. When provided, this displays a badge below the square logo in the case manager.

  • Fixed a bug showing a warning a document is unused when it is only used in a group document

  • Fixed a bug preventing unique constraint validation errors to be shown in all web frontends

Version 9.0.13

  • Added .$ operator support for information displayed in instance overviews

  • Fixed not displaying any content when navigating to "Comments" in the case manager

  • Added a management command caseoverview to get an overview of all the cases in the system

Version 9.0.12

  • Added filters yes_or_no and yes_or_none for avaloq integration Jinja templates

Version 9.0.11

  • Fixed a bug preventing document that are both inside and outside a group document from being matched individually, too

  • Added a display of what is contained inside a group document

  • Restrictions about multiple users working on the same case have been lifted. While this can, in very limited situations, result in the loss of some modifications, this behaviour is closer to how clients would like to use the case manager.

  • Fixed a bug that prevented creation rules from sometimes creating the specified amount of instances.

  • Deprecations: When using the api, sending an "If-Match" header with a correct etag is no longer required. This was necessary to ensure the multi-user limitations, which have been removed. Consult the api documentation for further information.

Version 9.0.10

  • Fixed a bug preventing admins to see all tabs in the case manager

  • Fixed a bug preventing the Document Detail View from rendering sometimes

Version 9.0.9

  • Added selection to the list of documents with the following actions:

    • Set the color tag of all selected documents

    • Update the QR Code of all selected documents

    • Update the QR Text of all selected documents

    • Delete the selected documents

  • Added displaying the references of a document

  • Added an option to fade out the page to draw on in the Document Page Editor

  • When duplicating items (e.g. documents or processes) only one change is displayed in the changes view

  • Rewrote ordering, fixing multiple bugs and making ordering items more intuitive

  • Fixed a bug preventing the document detail view from displaying the correct document sometimes

  • Maintenance: Multiple deprecated tables and models have been removed

Version 9.0.8

  • Added support for translating .$ operator values also when displayed in the case manager.

  • Fixed a bug preventing "Create missing values" from being saved in the configuration sometimes.

  • Fixed a bug which prevented downloading "Not in Booklet" documents in different languages.

  • Fixed a bug preventing display of cases and tasks in Dashboard after login.

  • Added a way to change the order of a box to an arbitrary value

  • Fixed a bug preventing min and max in is all to sometimes prevent matching

  • Fixed a bug preventing group documents from being copied correctly

  • When copying items, a link to the copied item is displayed in the notification

Version 9.0.7

  • Added a trim operator, to remove whitespace at beginning and end of text.

  • Added min and max to the is all declaration.

  • Added a view to display all case values for configurators in the case manager

  • Added a deprecation warning for "is optional" declarations

Version 9.0.6

  • Fixed a bug preventing user password from being reset correctly

  • The order of "is all" matches is now guaranteed to be the same between runs

  • HR Codes are now rendered left aligned in the pdfs. This is in sync with how the human readable code is displayed on the document page view.

  • Fixed a bug preventing "not ROLE" from being respected sometimes

  • Improved the api error message when trying to update values of an instance not part of the case

  • Made the whole header of a collapsible box clickable and thus toggle opening / closing the box

Version 9.0.5

  • Group Documents are added as a new type of document. A group document "groups" a list of documents together and makes them behave in the case manager as a single document. This can be very handy for e.g. splitting up a complicated document into parts without changing the user experience.

  • Deprecations: Systems with databases older than 15. January 2021 (still on version 8.2 or older) are not supported to be migrated to the latest version anymore. To our knowledge, no customers are affected. If you have an old database and need support, please contact us.

Version 9.0.4

  • Fixed a bug preventing certain documents from rendering sometimes

  • Fixed a bug preventing users from editing document templates numbers for e.g. the QR code sometimes.

Version 9.0.3

  • When changing the ordering of a list of models, only one change will be displayed in "Changes"

  • Added a list of the existing cases for a processes that cannot be deleted in the inconsistency message

  • Added an option to delete all tenant case data (cases and instances), which can be very handy while configuring the software (Admin > Tenants > Delete Data)

  • Improved the global progress bar to more accurately reflect the current loading state

  • Improved the confirmation message when deleting on item. The message includes now more information about the item to delete.

  • Fixed a bug that prevents section from being evaluated correctly sometimes

  • Fixed a bug that prevented information in calculated boxes from being added to references sometimes.

Version 9.0.2

  • Added the option to access PROCESS_KEY and PROCESS_NAME from CASE

  • Fixed a bug displaying stale values in generated documents sometimes

Version 9.0.1

  • Fixed a bug preventing the list of countries in the digital form creation dialog from being sorted correctly by user language

  • Fixed a bug displaying duplicated references to a document sometimes

  • Increased the performance of the draft pipeline that calculates changes and inconsistencies

Version 9

  • Export case data to avaloq: We added support to export any case to the avaloq digital_account.xml format. This requires extra configuration, so get in touch with your atfinity configuration team if you would like to use this feature. Please also note that the avaloq xml format offers a somewhat limited synchronization experience. Many atfinity features are still unsupported.

  • Document Page Editor:

    • Clear the current selection with ESC

    • Add boxes to the current selection by pressing SHIFT while clicking

    • Options to zoom directly to certain magnifications, e.g. 50% or 400%

  • Meta information in configuration: When you open a configuration item (like e.g. a document or an information) you can now get meta information like when it was created or who has last updated the item.

  • Added translation support for date values via .$ operator

  • Added a way to configure documents, proofs and rules to not trigger any questions by setting "Create missing values" to "No".

  • Further speeded up case loading

  • Added more CASE information to use: owner_name, approver_name, initiator andinitiator_name

  • Improved the tooltip when hovering over an instance name or icon

Version 8.7.7

Version 8.7.6

  • Add preferred_language_key as option when creating a case via API

Version 8.7.5

  • Fixed a bug marking some conditions with CASE wrongly as syntactically wrong

Version 8.7.4

  • Made the error message more clear when the email service is unreachable

  • Added a feature to test the provided email configuration

  • Added the JOIN_OF_ANY operator

Version 8.7.3

  • Increased security further after latest penetration test results

  • Added printing the description in the table of contents of a booklet

Version 8.7.2

  • Reworked the permissions associated with seeing and changing owners. The newly available permissions are:

    • See Case Roles: Permission to see who is the owner and initiator of a case

    • Set Case Owner to Group User: Permission to set the owner of a case to users of the current users group

    • Set Case Owner to Any User: Permission to set the owner of a case to any users

    • See Instance Roles: Permission to see who is the owner and initiator of an instance

    • Set Instance Owner to Group User: Permission to set the owner of an instance to users of the current users group

    • Set Instance Owner to Any User: Permission to set the owner of an instance to any users

Version 8.7.1

  • Added displaying the outcome ontology in the configuration roles overview. Also added a warning if the outcome ontology has not been set directly there.

  • Added showing when a case was last modified in the attached cases tab of an instance.

  • Fixed a bug displaying a link to a role as a link to an ontology in the changed view.

  • Fixes a bug preventing information references to super ontologies from being resolved correctly sometimes.

Version 8.7

  • Linking Instances from external data sources: atfinity now makes it possible to connect it directly to external Person, Entity, Portfolio, Car or any other instance data sources and copy values from such a source. This can be very handy if you already have an existing CRM system and would like to sometimes let users copy data from these systems.

  • When creating new users, it is now optional to provide user initials. If they are not provided, the first letter of the first name and the first letter of the last name form the initials.

Version 8.6.18

  • Added a document template option to choose the font size of the human-readable code field

  • Made importing .zip files nicer:

    • Adapted the ./ script to copy the given .zip file the import folder for increased convenience

    • While importing a progress report is constantly given.

  • Fixed a bug sometimes preventing "Ensure Instances" rule actions from creating instances when they are first triggered.

Version 8.6.17

  • Every time you put a batch of changes live we now count up the configuration version number. This number is displayed below the software version in the user settings popup

  • Added a management command display_version to display the current version of the software and configuration

  • Made the error message when a part of the infrastructure is down more explicit

Version 8.6.16

  • Fixed a bug preventing the zip_import command from importing all files sometimes

  • Added translation support in get_properties

Version 8.6.15

  • Fixed a bug preventing "Merge on Creation" to be respected always

Version 8.6.14

  • Separated the draft pipeline and general celery workers to make sure you can always quickly put live or revert changes

  • Added an "Select All" button to the document detail boxes tab

Version 8.6.13

  • Fixed a bug preventing correct printing of checkboxes on documents

  • Fixed a bug that prevented changing QR code text font size

  • Added document box reference to the list of un-placed boxes

  • Removed format restrictions for keys of User Roles and Groups

Version 8.6.12

  • Fixed a bug that prevented using only CASE values in Api Rule condition

  • Added inline editing of document boxes in Boxes tab

Version 8.6.11

  • Extended logging for requests that use proxies

Version 8.6.10

  • Fixed a bug preventing display of pages for documents with more than 9 pages.

  • Fixed a bug preventing usage of specified template for Table of Contents.

Version 8.6.9

  • Fixed a bug that was taking into account user status in atfinity even for users managed by LDAP.

Version 8.6.8

  • Fixed a bug that was preventing deleting "SMS from number" field.

Version 8.6.7

  • Document Templates now also allow to configure the position of both the QR code and the human readable code.

  • Categories allow you to provide an explanation that will be displayed below the category name in the case manager

  • Added an "Unselect All" button to the document detail boxes tab

Version 8.6.6

  • Fixed a bug allowing invalid relative dates (e.g. not before or not after) to be able to be saves as information options

  • We now display an error if you provide a non-existent CURL_CA_BUNDLE file to the api.

  • Changed the way case objects are updated to prevent potential deadlocks

Version 8.6.5

  • Fixed a bug preventing single pdfs to be downloaded sometimes

Version 8.6.4

  • When opening the content of a collapsible box (e.g. a section in the sections list) the now visible content it scrolled into view

  • Made the RuLa "+" operator more versatile: Now, if either the first or the second argument is a string, we will concatenate the strings instead of calculating the sum.

  • Fixed a bug that caused displaying process buttons to users without sufficient access rights

Version 8.6.3

  • Opening a deep link (e.g. to a case) when not logged in, will now redirect to the deep link after login

Version 8.6.2

  • Added autocompletion to RuLa Editors

  • Fixed a bug preventing text fields from being printed correctly

Version 8.6.1

  • Improved the error message when trying to view an invalid instance

  • Fixed a bug preventing a freshly uploaded document pdf from displaying all pages

  • Made case error messages more specific when document generation fails

Version 8.6

  • Massively improved document editor: Based on usage patterns of our document editor, we reworked the interface and made common actions easier. In addition, we added ways to specify additional graphical elements in documents, such as boxes, lines and additional logic such as combined and calculated fields.

  • Color tags everywhere: For you to better organise your configuration, we added color tags to all configuration objects.

  • Task deadlines: Added the ability to add deadlines to tasks. When a deadline is approaching, the assigned user is reminded once per day about the task.

  • Decimal- and unitfields display decimal point and thousands separator while editing the number.

  • Case Deletion: Added the ability for users with the permission "Delete Cases" or admins to delete cases in the user interface.

  • Place custom SVG on documents: If you need to add more graphical elements (e.g. a logo, a white box or a dummy signature) to a document, you can do that now by placing a custom SVG on a document page in the configuration.

  • Fixed a bug preventing an instance from being deleted when its last case is deleted.

  • Fixed a bug preventing processes from being copied correctly.

Version 8.5.6

  • Fixed an issue preventing comments from being displayed sometimes

Version 8.5.5

  • Improved the way errors for field updates via API are returned. If multiple fields are updated, the given key of the field is now mentioned in the error.

Version 8.5.4

  • Added option to translate taxonomy values from rule engine calculations when creating documents. To translate a value, refer to the information with a leading $, e.g. p.$country will translate the name of the country into the document language when creating the pdf.

  • Fixed a bug preventing choosing values with enter in the configuration area

  • Fixed a bug preventing case lists being sorted by id

  • Added two new quickfilters to the case list: Cases created in the last 7 days and Cases created in the last 24 hours.

Version 8.5.3

  • Changed "Groups" and "Roles" in User Detail to a list with checkboxes, making it much quicker to change all groups / roles.

Version 8.5.2

  • Fixed a bug preventing the rule engine from removing no longer necessary instances

Version 8.5.1

  • Made it possible to remove owners from certain ontologies

  • Lifecycle cases can now also change the owner of an instance

  • Added "Test LDAP Connection"

Version 8.5

  • Pulling data from your APIs: Pull data from your external APIs into atfinity cases. Allows defining input and output fields for each request and to configure rules to make requests in cases.

  • Active Directory / LDAP integration (Available on Request): connect your existing users to atfinity using any LDAP server. You can finely configure how access rights should be copied from information in your directory.

  • Notification for Approval/Rejection of a Case: specify email addresses which will be notified about final case transition, e.g. approval or rejection of any case.

  • More Detailed Case Log: Case log now shows both old and new value of the case field that is changed.

  • We added CASE.owner and CASE.approver to rule processing and document generation.

Version 8.4.20

  • Lowered the font size in table of contents and smart documents

  • Fixed a bug causing rule engine created comments assigned to users from being deleted

  • Fixed a bug causing optional fields being counted in the filled / total fields display in case -> documents

Version 8.4.19

  • We now allow you to configure the rule engine timeout and maximum iterations via the environment variables RULE_ENGINE_MAX_ITERATIONS and RULE_ENGINE_TIMEOUT.

  • If the rule evaluation fails, an error message is shown but the case data is still returned. This allows users to potentially correct the situation preventing the rule engine from evaluating your rules correctly.

  • Bugfix: Removed an incorrectly logged error when creation rule counts evaluate to UNKNOWN

Version 8.4.17

  • Fixed the management script for ZIP_IMPORT and ZIP_EXPORT.

Version 8.4.16

  • Added an overview for all references to information for faster debugging

  • Reordering elements has been improved: You can now move an element easily between pages

  • Added Swisscom and Twilio SMS gateway support

Version 8.4.15

  • Helvetica is added as a new font option. We use Nimbus Sans L as the actual font file.

  • Checkboxes now appear as "x" on printed documents

Version 8.4.14

  • Bugfix: Fixed a bug preventing celery tasks from returning errors to the frontend (e.g. when downloading a booklet)

  • Bugfix: Fixed a bug preventing combined error messages (e.g. when updating multiple case fields) from being reported correctly

Version 8.4.13

  • Added information about processes in case responses (e.g. via API) and webhook triggers

  • Bugfix: Using invalid placeholders in email templates will not prevent email sending anymore

  • Bugfix: Uploaded Document History will now also show uploaded proofs.

Version 8.4

  • Rule Language Additions:

    • Use is all in a declaration to match multiple instances, e.g. match all people in a case like p1, p2, is all Person.

    • Use not in a declaration to make sure a match does not have a certain role, e.g. match a person that is not the account holder with p is Person, not AccountHolder.

    • Declarations can contain where as a way to already specify further conditions on the instance in the matching phase, e.g. p is Person where p.domicile = de will only match people that have their domicile in Germany.

  • Faster Instance Views: Both the list and the detail views of ontology instances received performance improvements

  • Customisable Printed QR Code Size

  • Smaller Font for Human-Readable Codes on Documents

  • Four Digit User Initials

  • Admin Customisable SMS Service: moved sms service specification into Admin > Integrations

  • Link Expiration: added the possibility to configure when after how many hours digital form tool links expire (default: 72 hours)

  • Cleanup Old Tasks: Added a management command removeoldtasks to delete celery tasks and their attachments older than a week.

Version 8.3


  • Knowing why a question is asked: If you hover over the name of an information in a case, you can see which rules required this information. This can be very helpful for debugging configurations.

  • Testing WorldCheck Connections: We added a button to test the WorldCheck connection parameters directly in the settings.

  • Disable username/password auth for sending emails: Some smtp servers in local networks don't need username/password authentication. You can now disabling sending username/password to such servers.

  • Delete Case Errors: The list of reported case evaluation errors can now be purged.

  • More quick filters: We added many more quick filters in the configuration area, e.g. you can now filter information by type.

  • Proxy support and debugging information

  • Rule language additions:

Necessary Migrations

We heavily simplified and extended our deployment guides. If you installed atfinity on-site adaptions may be necessary. It is recommended to check the latest guide for any differences to your current setup.

Version 8.2


  • API for Integration: Integrating atfinity with other systems is now easier with our case management API. You can create cases, change fields, upload and download documents, and much more. Consult our API Documentation for details.

  • HTML Emails: Emails from atfinity can now be styled to adhere to your corporate identity

  • IDnow and Intrum Integration: Verify the identity of a person and digitally sign documents using the identity within atfinity using IDnow or Intrum.

  • World-Check Integration: Check if a person has any hits on Refinitiv World-Check, one of the standard tools for Know-Your-Client (KYC) checks of any industry. atfinity uses the Zero-Footprint API, meaning even industries with the highest standards in privacy and security can use this integration.

  • Case activity and error log: Any activity and possible errors on a case can now be viewed directly in the context of the case.

  • Rule language additions:

    • SOME and ALL for lists. They check if some or all elements in a list are “true”.

    • CASE.outcome_instance to get a reference to the outcome instance.

    • FIRST_ELEMENT retrieves the first element of a list (if any).

  • Multiple actions per rule: We enhanced our rule interface by giving you the option to add as many actions as you like. For example, you can both ensure a person exists and assign values with the same rule.

  • PDF/A Support: Generated documents now adhere to the strict PDF/A-2b standard.

Version 8.1

Main Features

  • Comments. You can now have complete conversations about a case directly on the case by adding comments. Comments can also be assigned, making them a replacement for tasks.

  • Case Errors: If rule processing fails for any reason in a case, you will see the produced error message in the case errors log in the configuration area.

  • New Rule language features

    • Role Choices let you specify if a match should contain not a specific role, but contain one of the given role choices. E.g. p is Person, Husband or Wife or LifePartner

    • New *_OF_ANY operators: In cases where you don't want to have SUM, AVG, MAX or MIN mark information as necessary, you can use their new flexible counterparts SUM_OF_ANY, AVG_OF_ANY, MAX_OF_ANY and MIN_OF_ANY

    • SNEAKY: Expressions within sneaky will not mark information as necessary. This can be very handy for complex KYC calculations. This is the more general version of an *_OF_ANY operator.

    • New SUM_PRODUCT operator: Like its excel counterpart, SUM_PRODUCT takes two lists: A list of values and a list of coefficients. It adds the values after they have been multiplied by the coefficient with the same index.

    • IF is a new expression operator. If the if-condition is met, the then expression, otherwise the else expression.

    • SWITCH is similar to case, but is better suited for simple cases.

    • get_attr allows you to get an attribute specified by an expression (e.g CONCAT('first', 'name')) from an instance. If that attribute does not exist, a default value can be returnes

    • Rule comments: Leave comments in rules for other rule designers or your convenience.

    • self: Inside calculated information instead of a single declaration you can now use self to refer to the instance the information is attached to.

    • MAP lets you transform a list of values into another list. This is very handy when processing user given lists like nationalities or sources_of_income.

Version 8.0

Main Features

  • Rule language

    • We introduced COUNT to return the number of elements in a list, so e.g. COUNT(("a", "b")) returns 2. As an example, you can use this to check if a person has more than one nationality, by saying COUNT(p.nationalities) > 1.

    • Ontology and Roles directly in rules: These two are treated like any other enum or multi_enum information, so just type e.g. p.ontology = 'Person' or p.role contains 'Husband'

    • We introduced the instances method, which returns a list of case instances that match certain criteria. You can use instances(Person, Husband) , for example, to get all people that are husbands. Usually, this should be combined with COUNT, so COUNT(instances(Person, Husband)) returns the number of people that are husbands.

    • We also introduce get_properties_from_instances, to be used in combination with instances. So e.g. get_properties(instances(Person, Husband), first_name) gives you all the first_names of all husbands.

  • Outcome ontologies. Each process now has a defined outcome ontology. This means processes can result in the creation of any ontology you whish: a client contract as before, an expense request, a prospect for your CRM, ...

  • More Customization

    • Change the colors on the login screen, the app background color, the menu color and the background colors for missing fields.

    • Change the fonts used when generating booklets and the background for the table of contents.

    • Adapt the filenames for exported lists and booklets.

    You find these options under Appearance and Settings.

  • Strong Performance. We have increased performance of almost all components significantly.

  • Configuration Tests. Make sure your configuration behaves as expected by providing configuration unit tests. These tests can be executed before each put live, making sure you don't accidentally break your use case.

  • Modern User Interface. We overhauled the interface of the case manager with modern, easy to use and easy to read input components.

Other Features

  • Subdomain tenants: When using atfinity on a domain wildcard (e.g. * we load configurations for the entered subdomain, e.g. can now load the bank's logo by default.

  • PLA-4401: Hide unnecessary fields. We added a setting to hide unnecessary fields instead of displaying them greyed out.

  • PLA-4402: Localized date formats. We added document date formats that print the month in the document language, e.g. August.

  • User Date Format: We made the date format a separate setting from the language. So you can use atfinity in English, but use a German date format.

  • PLA-4396: The IDs of the case and the outcome ontology are prominently shown in the case manager.

  • PLA-4395: The ID of information will now be shown as a tooltip when hovering over the field name.

  • PLA-4406: Per information certain taxonomy options can be hidden or disabled.

  • PLA-4407: Per information the column position can be fixed to either left or right.

  • PLA-4407: Information can be configured to always span two columns.

  • PLA-4431: Text information can have an approximate maximum number of lines configured.

  • Fonts used in generated PDFs, like the booklet, are now configurable.

  • Text-Fields in the Case Manager now have a configurable default length.

  • Where possible, your browser will now spellcheck the content of longer text fields.

  • The case number of the last case modification can now be printed on documents.


  • PLA-4350: We fixed a bug preventing enum values to be correctly sorted by the current locale.

Deprecations and necessary migrations

  • Important: The way QR-Codes are generated has been changed. This means booklets downloaded with atfinity 7 can be uploaded, but not matched with atfinity 8.

  • Important: We removed the automatic creation of "Creation Process Rules": Before, you provided a document with condition ontologies and all ontologies. If the condition was true, the "missing" ontologies were created. So if you had an individual account that needed a person as the account holder, a person with that role was automatically created. Now, if you would want the same behavior, you have to manually create a "Creation Process Rule". To do this, follow these steps:

    • Before you migrate, note down in which documents such automatic rules were created. This was the case everywhere condition ontologies and all ontologies were not equal.

    • Migrate to the latest version.

    • For every difference, create a process rule of type "creation". Put the original document condition into the condition of that process rule. As the creation, add the difference between condition ontologies and all ontologies. Example: The condition was "C is Contract" and all ontologies where "C is Contract; P is Person". The creation rule should have a condition "C is Contract" and a creation rule "P is Person".

  • All process rule types now create missing information. This means that issues and warning rules will now also create missing information. In most cases, this should feel very natural. If a person below 18 years is not allowed, the case manager should ask for the birth date to check this. However, if you relied on no missing information being created, you should adapt or delete these issue and warning rules.

  • Case roles (e.g. owner and initiator) can now only be seen if a user has the access right "See Case Roles". By default, all users who could edit owners or reviewers have been given this right. Please check your roles configuration and adapt this, if necessary.

  • The option "create custom task" was removed from case transitions. Since Issues can be assigned to people, this takes over the role of a task. So simply convert the custom task to an issue.

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