All Systems Operational
Admin Portal - US Operational
90 days ago
100.0 % uptime
Today
Admin Portal - EU Operational
Admin Portal - APAC Operational
Risk/Flow - US Operational
Risk/Flow - Sandbox - US Operational
Risk/Flow - EU Operational
Risk/Flow - Sandbox - EU Operational
Risk/Flow - APAC Operational
Risk/Flow - Sandbox - APAC Operational
Experience - US Operational
90 days ago
100.0 % uptime
Today
Experience - EU Operational
90 days ago
100.0 % uptime
Today
Time Cloud - UK Operational
90 days ago
100.0 % uptime
Today
Time Cloud - Sandbox - EU Operational
90 days ago
100.0 % uptime
Today
Rekoop - UK Operational
90 days ago
100.0 % uptime
Today
Rekoop - Sandbox - UK Operational
Time Cloud - APAC Operational
90 days ago
100.0 % uptime
Today
Time Cloud - EU Operational
90 days ago
100.0 % uptime
Today
Time Cloud - Sandbox - UK Operational
Pricing - APAC Operational
Pricing - EU Operational
Pricing - US Operational
90 days ago
100.0 % uptime
Today
DealCloud - US Operational
DealCloud - EU Operational
Time - EU Operational
90 days ago
100.0 % uptime
Today
Time - Sandbox - EU Operational
90 days ago
100.0 % uptime
Today
Time - Sandbox - US Operational
90 days ago
100.0 % uptime
Today
Time - US Operational
OnePlace Azure Operational
Time - Sandbox - CAN Operational
Admin Portal - CAN Operational
Time - Sandbox - APAC Operational
Time - CAN Operational
OnePlace CRM - US Operational
OnePlace CRM - Sandbox - US Operational
OnePlace CRM - EU Operational
OnePlace CRM - Sandbox - EU Operational
OnePlace CRM - APAC Operational
OnePlace CRM - Sandbox - APAC Operational
Relationships - US Operational
Relationships - EU Operational
Relationships - APAC Operational
Time - APAC Operational
Operational
Degraded Performance
Partial Outage
Major Outage
Maintenance
Major outage
Partial outage
No downtime recorded on this day.
No data exists for this day.
had a major outage.
had a partial outage.
Scheduled Maintenance
OnePlace - EU - Sandbox - 2020.3.2.4 Oct 30, 20:00 - Oct 31, 00:00 PDT
Bug fixes and improvements.
Posted on Oct 30, 15:04 PDT
OnePlace - EU - Prod - 2020.3.2.4 Oct 30, 20:00 - Oct 31, 00:00 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 30, 15:06 PDT
Scheduled - Bug fixes and improvements
Oct 29, 12:11 PDT
SERVICE IMPACT
This maintenance will NOT incur downtime. Some or all users might be able to run into slowness accessing CMC service of Relationships while maintenance is in progress
Posted on Oct 30, 09:50 PDT
SERVICE IMPACT
This maintenance will NOT incur downtime. Some or all users might be able to run into slowness accessing CMC service of Relationships while maintenance is in progress
Posted on Oct 29, 16:37 PDT
Intapp will be conducting an infrastructure maintenance. You will be notified when the maintenance starts and when it is completed. During the maintenance, a number of services or products will be unavailable for up to 15 minutes.

The affected services or products are:
- CDS
- Admin Portal application
- Pricing
- Document Assembly
- IDM

Special alert for Intapp Time users with versions 8.2, 8.3, 8.4 and 8.5:

For users who are using Intapp Time Desktop 8.5 or earlier versions, it is required that users close the Time Desktop and Desktop Extension or sleep their computer prior to this maintenance.

These actions are necessary to ensure the Time Desktop continues to function normally after this maintenance. Users will be unable to synchronize with the server after the maintenance is complete if they leave Intapp Time running (open or minimized) during the maintenance period. In the event this occurs, affected users will need to logout and log back into Intapp Time to resume synchronization. Please note that Intapp Time Desktop 2020.1.101 and above are not affected and may remain open during the maintenance; the user can continue to operate the application in offline mode.

Intapp recommends all clients upgrade to Time Desktop and Desktop Extension 2020.1.101 or later at the soonest opportunity.

IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application.

If you have any questions, please contact support@intapp.com
Posted on Oct 22, 15:43 PDT
Intapp will be conducting an infrastructure maintenance. You will be notified when the maintenance starts and when it is completed. During the maintenance, a number of services or products will be unavailable for up to 45 minutes.

The affected services or products are:
- CDS
- Admin Portal application
- Pricing
- Document Assembly
- IDM

Special alert for Intapp Time users with versions 8.2, 8.3, 8.4 and 8.5:

For users who are using Intapp Time Desktop 8.5 or earlier versions, it is required that users close the Time Desktop and Desktop Extension or sleep their computer prior to this maintenance.

These actions are necessary to ensure the Time Desktop continues to function normally after this maintenance. Users will be unable to synchronize with the server after the maintenance is complete if they leave Intapp Time running (open or minimized) during the maintenance period. In the event this occurs, affected users will need to logout and log back into Intapp Time to resume synchronization. Please note that Intapp Time Desktop 2020.1.101 and above are not affected and may remain open during the maintenance; the user can continue to operate the application in offline mode.

Intapp recommends all clients upgrade to Time Desktop and Desktop Extension 2020.1.101 or later at the soonest opportunity.

IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application.

If you have any questions, please contact support@intapp.com
Posted on Oct 22, 15:45 PDT
Intapp will be conducting an infrastructure maintenance. You will be notified when the maintenance starts and when it is completed. During the maintenance, a number of services or products will be unavailable for up to 15 minutes.

The affected services or products are:
- CDS
- Admin Portal application
- Pricing
- Document Assembly
- IDM

Special alert for Intapp Time users with versions 8.2, 8.3, 8.4 and 8.5:

For users who are using Intapp Time Desktop 8.5 or earlier versions, it is required that users close the Time Desktop and Desktop Extension or sleep their computer prior to this maintenance.

These actions are necessary to ensure the Time Desktop continues to function normally after this maintenance. Users will be unable to synchronize with the server after the maintenance is complete if they leave Intapp Time running (open or minimized) during the maintenance period. In the event this occurs, affected users will need to logout and log back into Intapp Time to resume synchronization. Please note that Intapp Time Desktop 2020.1.101 and above are not affected and may remain open during the maintenance; the user can continue to operate the application in offline mode.

Intapp recommends all clients upgrade to Time Desktop and Desktop Extension 2020.1.101 or later at the soonest opportunity.

IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application.

If you have any questions, please contact support@intapp.com
Posted on Oct 22, 15:44 PDT
Maintenance for Security and Systems Patching has been scheduled across our TimeCloud environment on 31st October, 2020 to begin at 16:00 UTC. This patching is essential to maintain the integrity and compliance of our systems.

During this maintenance end users may experience a brief interruption of service but all efforts will be taken to limit any impact.
Posted on Oct 27, 04:51 PDT
SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR5 RELEASE CONTENT

INTAKE/FLOW DEFECT FIXES
- The GET REQUEST API threw an error if the request form contained a smart lookup question answer with an empty key. This issue has been resolved.
Posted on Oct 30, 10:08 PDT
SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR5 RELEASE CONTENT

INTAKE/FLOW DEFECT FIXES
- The GET REQUEST API threw an error if the request form contained a smart lookup question answer with an empty key. This issue has been resolved.
Posted on Oct 30, 10:06 PDT
SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR5 RELEASE CONTENT

INTAKE/FLOW DEFECT FIXES
- The GET REQUEST API threw an error if the request form contained a smart lookup question answer with an empty key. This issue has been resolved.
Posted on Oct 30, 10:11 PDT
SERVICE IMPACT
The release may incur downtime. Some users may be logged out, but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur any time after the maintenance start is announced via the status site.

2020.4 VERSION CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- The Assisted Conflicts search model and training performance have been improved.
- Assisted Conflicts page displays the lock icon for redacted hits in the same manner redacted hits are displayed on the conflicts results grid and interactive reports.
- Additional information icons, such as the corporate tree icon, note icon, lock icon, etc., have been added to the Assisted Conflicts page to indicate that more information regarding the hit is available for analysts review.
- To more efficiently review search result data or corporate trees on the Assisted Conflicts page, users can resize the side panel to their preference.
- Conflicts Analysts are able to view the matters for clients that appear in a corporate tree on the Assisted Conflicts page. All matters can be displayed, and both active and inactive matters are listed.
- A new configuration setting called 'Automatically run search suggestion option' with options 'Run for all conflict searches' and 'Run only for users with capability' has been added to Admin > System > Conflicts that allows customers to turn off/on the Assisted Conflicts prediction on search run for users without Assisted Conflicts capability.
- As with other redacted hits, Confidential Past Searches are now displayed with a lock icon. Only users assigned the View Confidential Conflicts Search capability and those with direct access to the Past Search will be able to view details of the confidential past search hit.
- Users have increased visibility to which searches are confidential when working through assigned searches and analyzing past search results. In additional to displaying the lock icon in the search results grid for confidential past searches, users can add a new Past Search: Confidential column to the grid. Additionally, a new filter for confidential past searches has been add to the 'More' filters option in the search list.
- To reduce the number of spurious synonym matches the search query has been improved to better handle multi-word synonyms so that synonym hits are not returned if the whole synonym is not searched. For example; if synonyms 'boa' or 'BofA' are in the system for Bank of America, the synonyms will only be returned if the entire term Bank of America is searched. In the past when searching the term Bank only, the synonyms would be returned.
- A configuration has been added to Administration > System > Conflicts which when enabled permits external emails to be sent when a request is associated with a client.
- A new endpoint for the retrieval of all reports within a search has been added. Reports can be retrieved using a GET operation against /api/conflicts/v1/searches/{searchId}/reports. This only includes interactive conflict reports.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Custom grids now support file upload. End users can download a template in xls format and then upload the completed spreadsheet to populate the grid type question. Validation of required fields has been included as part of the file upload to ensure required fields do not contain empty values. After a file upload is complete users can edit custom grid rows and attach the uploaded file to the request. This feature can be opted into by enabling file upload setting to the form designer for custom grids.
- Firmographic data is pulled and presented on the form when an existing party with a linked DUNS# is added to the party lookup question on the request form. Once the request is complete, the Party ID is updated in Data Management with the firmographic data. Additionally, when opening the Party profile in Data Management, the firmographic detail is updated asynchronously.
- Administrators/Implementers have the ability customize the Attach File lightbox to the customer's preference in Administration > System > User Interface. Users can also edit the file name (if configured for editing) in the 'Attach a file to this Request' lightbox at any point in the workflow process. The file will exist in the system with the new file name.
- Administrators/Implementers can set Share my permissions as the default value for the Share this Request lightbox drop-down menu in Administration > System > Requests. Users can change the selection in the lightbox according to request requirements when sharing the request with another user.
- Administrators/Implementers can add a 'convert' action in the workflow designer which will be displayed as an additional action the UI near the approve/decline buttons. When selected users can determine the form to which the request will convert.

TERMS NEW FEATURES/IMPROVEMENTS
- Users can set criteria based inheritance conditions for Term Documents using standard and custom client, matter, and group fields. The inheritance criteria can be configured on the document upload page or the document profile page.
- A term template configuration called Default Approval Group has been added to allow users to set default approvers for all document terms associated with the template.
- Approval Groups are visible in the Terms categorization lightbox. While a default approval group will be populated, analysts with edit capabilities can modify the field to send ad hoc approvals as needed.
- Users with View Terms capabilities and no other assigned Terms capabilities will, by default, only be able to view In Effect documents. They can modify filters to view documents in Pending/Expired status.
- Users can determine if a client belongs to a Group when reviewing document/terms inheritance on the entity profile page. A link indicating the group count association is visible at the top of the Terms profile page.
- Performance improvements have been made to the Terms AI.

TERMS DATA SET NEW FEATURES/IMPROVEMENTS
- Selected Text, Document Name, and Approval Status have been added as a retrievable fields for the Get Terms dataset operation. This allows terms related information to be presented in one place on requests for approvers.
- Users can filter Terms by Request ID in order to view terms associated with a client or matter uploaded with the current Intake Request via data sets.
- Terms Category has been added as filter to the Terms dataset which allows users to retrieve terms based on category.
- Approval Group is a retrievable field in data sets which allows implementers to show a default approval group for a term requiring approval.
- The GET Terms API has been improved to return all terms associated with a matter including inherited terms.
- To avoid duplication of templates the import/export logic for Terms defaults to Term KEY.

COMMON NEW FEATURES/IMPROVEMENTS
- Custom Field definitions can be exported from one system and imported to another as part of the overall exporting dependencies.
- Improvements have been made to the User Interface, specifically the icons for the files tab, request page, and approval rules list, when using the Chrome browser.

DATA SET NEW FEATURES/IMPROVEMENTS
- Data Set Operation filters have been enhanced to allow virtual table and other data sources to be selected as often as needed in the operational filters even if they are currently in use in the filter. This allows users greater flexibility in configuring advanced conditions for presenting data on the form.
- An additional control called Add an extra value for the values list on the form designer for multiple answer types which allows Administrators/Implementers to set extra values such as 'None of these' to the list of values that return data sets without adding it to the database.
- Data Set sorting functionality has been expanded to allow users to sort data by more than one parameter.
- A 'Sort Order' field has been added to lookup tables in Data Sets allowing greater control over the display and sorting of lookup values on request forms.
- Users can exclude empty rows when defaulting data into a table via datasets.
- 'User' has been added to the multiple data source in datasets.
- When creating a data set that leverages virtual tables, the string filter 'contains' is now case insensitive.

API NEW FEATURES/IMPROVEMENTS
- External data can be retrieved via the POST/PATCH API service calls.
- POST api/terms/v1/bootstrap has been added to improve the initial data load for the Terms Time integration.
- Component Groups - which include the parent group and all members - can be retrieved via the GET API method.
- The GET Request API returns the Value object in addition to Key.
- External data and watchlists can be filtered via the API using modified ranges.
- The character limit has been increased in the API for Sisense reporting configuration.

CONFLICTS DEFECT FIXES
- Corrected the Assisted Conflicts search result details not being completely visible in the Edge browser.
- Fixed incorrect timezones being displayed in the Assisted Conflicts result list.
- Files uploaded with parties that contained special characters resulted in a log error. The log error has been resolved and parties are upload to the search terms without special characters.
- Corrected the issue of shareholders without a numeric value for shareholding not being returned when using the BvD provider.
- Corrected the occurrence of the Tree tab being displayed and available for search terms generated by an Intake question with a default party type other than company.
- Fixed the occurrence of incorrect synonyms/search terms being returned to due to comma delimiters and catenators which were not ignored.
- Corrected the inability to remove or edit Shareholder records in the corporate tree.
- Fixed corporate tree synchronization issue for parties that did not have an associated external provider.
- Fixed the exception error that resulted when a search term included a leading special character.
- Resolved the issue of a corporate tree entity not displaying in the Party Search Profile due to the system removing perceived duplicates. For example; AMP Life (NZ) Investments Holding Limited was searched but its subsidiary AMP Life (NZ) Investments Limited was removed from the corporate tree listing in the Party Search Profile.
- Corrected the issue of users without the assigned Edit capability being able to edit the component group members via the component group hit lightbox from the search results.
- Users without permissions to delete a request/remove a linked search were able to take those actions and view the lightbox confirming the action. This error has been corrected and permissions are respected.
- Users who added notes to an attached file as part of search or request to which they were assigned, did not show the user's name on the File tab. This issue has been fixed.
- Resolved the error that occurred when using a large number of conditions in advanced filters for searches and conflict rules.

INTAKE/FLOW DEFECT FIXES
- Customers encountered system upgrade failure if there were workflows that included approval rules of type 'notification'. This issue has been corrected.
- The occurrence of the Approvals tab displaying for existing requests for customers that upgraded to the latest version of OnePlace for Risk has been fixed.
- Corrected the issue of an error occurring when users initiated a new request, which was caused by the most recent Windows update.
- Intake: Fixed the inability of users to add values for fields such as Type, Affiliation, Relationship, and Note when passing parties to a search from a lookup type question at the create conflicts search state.
- Corrected the issue of grid rows not being added when scoring was used as a default value for a grid question answer.
- Grid sub-questions with saved answers displayed an incorrect warning message that the fields did not have saved values; this issue has been resolved.
- An incorrect error message displayed when users attempted to add a financial rating for a non-existent company. The issue has been resolved and the correct message detail displays.
- Fixed the invalid integration error that displayed when a request with an empty date field in a grid was generated.
- An invalid integration error did not display and empty rows could be added to a grid if an empty value was added to grid sub-question.
- Fixed the inability of users to create a request that included a grid type question with a query integration using a parameter containing system field as the source and which resulted in an error message.
- Request form questions that included a default value for a checkbox did not update on the form when the datasource was updated in the data set.
- Removed the redirect to the login page if a user attempted to generate a document with an incorrect template name. If a user types an incorrect template name a waring message now appears.
- Resolved the drag stop error that occurred when users created a workflow, added a state, then dragged the state to a different location in the diagram and the position would not save.
- Notifications that included a request action placeholder were not sent and resulted in an error message.
- Corrected a display issue for the Approval Rules page export dialog.

TERMS DEFECT FIXES
- Fixed the issue of incorrect sorting that resulted when Term Name was selected as the filter.
- Corrected the behavior of the Text filter on the document search page. When the text filter was selected the number of results did not match the returned text, and if the text filter was deselected text results would be returned.
- Corrected the issue of the first paragraph being mistaken for the header and users being unable to select text when OCR was enabled for uploaded documents.
- Fixed the occurrence of duplicate text selection for documents that had OCR enabled when uploaded to Terms.
- Fixed the broken party link to the Data Management profile page in the 'Issued by' field on the Document Upload page.

COMMON/API/DATASETS DEFECT FIXES
- The CDS key on the Custom Field page did not show for entities that are synchronized between CDS and Intapp OnePlace for Risk. This issue has been corrected.
- Fixed an issue where the incorrect timezone displayed in the Activities tab and notifications when daylight savings time was enabled on the server.
- Users who added notes to an attached file as part of search or request to which they were assigned, did not show the user's name and only listed the user who uploaded the file. This issue has been fixed.
- Exported datasets could not be imported if the dataset with the same name did not exist in the system. This was caused by selecting an invalid target object which has since been corrected by adding control over the selection of target data source.
- Corrected a dataset error which resulted when using an external parameter of Number type field and setting the value to 0 within an expression. The expression did not compile and the dataset was unusable.
- Corrected the occurrence of Value rather than Key being returned when Party was selected in the multiple data sources for the data sets the retrieve party custom fields.
- The PUT API method would not permit more than two fields to be added to a custom field in the Sisense reporting settings; this has been corrected.
- Fixed an exception error that was thrown when executing a bulk party update via the API.
- Fixed the issue of reply emails not being added to Conversation Tracking if the system mail address was in the Cc line.
Posted on Oct 1, 13:42 PDT
IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com

The maintenance is a zero user impact maintenance; users and API usage will not be affected.

Customer action not required.

If you have any questions, please contact support@intapp.com.
Posted on Oct 29, 10:18 PDT
IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com

The maintenance is a zero user impact maintenance; users and API usage will not be affected.

Customer action not required.

If you have any questions, please contact support@intapp.com.
Posted on Oct 29, 10:20 PDT
MAINTENANCE FOR 2020.4.3 - EU Nov 7, 08:00-09:00 PDT
IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com

The maintenance is a zero user impact maintenance; users and API usage will not be affected.

Customer action not required.

If you have any questions, please contact support@intapp.com.
Posted on Oct 29, 10:21 PDT
Update - Maintenance rescheduled
Oct 22, 03:04 PDT
Scheduled - Maintenance for Security and Systems Patching has been scheduled across our TimeCloud environment on 7th November, 2020 to begin at 16:00 UTC. This patching is essential to maintain the integrity and compliance of our systems.

During this maintenance end users may experience a brief interruption of service but all efforts will be taken to limit any impact.
Oct 21, 04:10 PDT
IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application. If you can not determine if you are using IDM, please contact support@intapp.com

The maintenance is a zero user impact maintenance; users and API usage will not be affected.

Customer action not required.

If you have any questions, please contact support@intapp.com.
Posted on Oct 29, 10:22 PDT
SERVICE IMPACT
The release may incur downtime. Some users may be logged out, but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur any time after the maintenance start is announced via the status site.

2020.4 VERSION CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- The Assisted Conflicts search model and training performance have been improved.
- Assisted Conflicts page displays the lock icon for redacted hits in the same manner redacted hits are displayed on the conflicts results grid and interactive reports.
- Additional information icons, such as the corporate tree icon, note icon, lock icon, etc., have been added to the Assisted Conflicts page to indicate that more information regarding the hit is available for analysts review.
- To more efficiently review search result data or corporate trees on the Assisted Conflicts page, users can resize the side panel to their preference.
- Conflicts Analysts are able to view the matters for clients that appear in a corporate tree on the Assisted Conflicts page. All matters can be displayed, and both active and inactive matters are listed.
- A new configuration setting called 'Automatically run search suggestion option' with options 'Run for all conflict searches' and 'Run only for users with capability' has been added to Admin > System > Conflicts that allows customers to turn off/on the Assisted Conflicts prediction on search run for users without Assisted Conflicts capability.
- As with other redacted hits, Confidential Past Searches are now displayed with a lock icon. Only users assigned the View Confidential Conflicts Search capability and those with direct access to the Past Search will be able to view details of the confidential past search hit.
- Users have increased visibility to which searches are confidential when working through assigned searches and analyzing past search results. In additional to displaying the lock icon in the search results grid for confidential past searches, users can add a new Past Search: Confidential column to the grid. Additionally, a new filter for confidential past searches has been add to the 'More' filters option in the search list.
- To reduce the number of spurious synonym matches the search query has been improved to better handle multi-word synonyms so that synonym hits are not returned if the whole synonym is not searched. For example; if synonyms 'boa' or 'BofA' are in the system for Bank of America, the synonyms will only be returned if the entire term Bank of America is searched. In the past when searching the term Bank only, the synonyms would be returned.
- A configuration has been added to Administration > System > Conflicts which when enabled permits external emails to be sent when a request is associated with a client.
- A new endpoint for the retrieval of all reports within a search has been added. Reports can be retrieved using a GET operation against /api/conflicts/v1/searches/{searchId}/reports. This only includes interactive conflict reports.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Custom grids now support file upload. End users can download a template in xls format and then upload the completed spreadsheet to populate the grid type question. Validation of required fields has been included as part of the file upload to ensure required fields do not contain empty values. After a file upload is complete users can edit custom grid rows and attach the uploaded file to the request. This feature can be opted into by enabling file upload setting to the form designer for custom grids.
- Firmographic data is pulled and presented on the form when an existing party with a linked DUNS# is added to the party lookup question on the request form. Once the request is complete, the Party ID is updated in Data Management with the firmographic data. Additionally, when opening the Party profile in Data Management, the firmographic detail is updated asynchronously.
- Administrators/Implementers have the ability customize the Attach File lightbox to the customer's preference in Administration > System > User Interface. Users can also edit the file name (if configured for editing) in the 'Attach a file to this Request' lightbox at any point in the workflow process. The file will exist in the system with the new file name.
- Administrators/Implementers can set Share my permissions as the default value for the Share this Request lightbox drop-down menu in Administration > System > Requests. Users can change the selection in the lightbox according to request requirements when sharing the request with another user.
- Administrators/Implementers can add a 'convert' action in the workflow designer which will be displayed as an additional action the UI near the approve/decline buttons. When selected users can determine the form to which the request will convert.

TERMS NEW FEATURES/IMPROVEMENTS
- Users can set criteria based inheritance conditions for Term Documents using standard and custom client, matter, and group fields. The inheritance criteria can be configured on the document upload page or the document profile page.
- A term template configuration called Default Approval Group has been added to allow users to set default approvers for all document terms associated with the template.
- Approval Groups are visible in the Terms categorization lightbox. While a default approval group will be populated, analysts with edit capabilities can modify the field to send ad hoc approvals as needed.
- Users with View Terms capabilities and no other assigned Terms capabilities will, by default, only be able to view In Effect documents. They can modify filters to view documents in Pending/Expired status.
- Users can determine if a client belongs to a Group when reviewing document/terms inheritance on the entity profile page. A link indicating the group count association is visible at the top of the Terms profile page.
- Performance improvements have been made to the Terms AI.

TERMS DATA SET NEW FEATURES/IMPROVEMENTS
- Selected Text, Document Name, and Approval Status have been added as a retrievable fields for the Get Terms dataset operation. This allows terms related information to be presented in one place on requests for approvers.
- Users can filter Terms by Request ID in order to view terms associated with a client or matter uploaded with the current Intake Request via data sets.
- Terms Category has been added as filter to the Terms dataset which allows users to retrieve terms based on category.
- Approval Group is a retrievable field in data sets which allows implementers to show a default approval group for a term requiring approval.
- The GET Terms API has been improved to return all terms associated with a matter including inherited terms.
- To avoid duplication of templates the import/export logic for Terms defaults to Term KEY.

COMMON NEW FEATURES/IMPROVEMENTS
- Custom Field definitions can be exported from one system and imported to another as part of the overall exporting dependencies.
- Improvements have been made to the User Interface, specifically the icons for the files tab, request page, and approval rules list, when using the Chrome browser.

DATA SET NEW FEATURES/IMPROVEMENTS
- Data Set Operation filters have been enhanced to allow virtual table and other data sources to be selected as often as needed in the operational filters even if they are currently in use in the filter. This allows users greater flexibility in configuring advanced conditions for presenting data on the form.
- An additional control called Add an extra value for the values list on the form designer for multiple answer types which allows Administrators/Implementers to set extra values such as 'None of these' to the list of values that return data sets without adding it to the database.
- Data Set sorting functionality has been expanded to allow users to sort data by more than one parameter.
- A 'Sort Order' field has been added to lookup tables in Data Sets allowing greater control over the display and sorting of lookup values on request forms.
- Users can exclude empty rows when defaulting data into a table via datasets.
- 'User' has been added to the multiple data source in datasets.
- When creating a data set that leverages virtual tables, the string filter 'contains' is now case insensitive.

API NEW FEATURES/IMPROVEMENTS
- External data can be retrieved via the POST/PATCH API service calls.
- POST api/terms/v1/bootstrap has been added to improve the initial data load for the Terms Time integration.
- Component Groups - which include the parent group and all members - can be retrieved via the GET API method.
- The GET Request API returns the Value object in addition to Key.
- External data and watchlists can be filtered via the API using modified ranges.
- The character limit has been increased in the API for Sisense reporting configuration.

CONFLICTS DEFECT FIXES
- Corrected the Assisted Conflicts search result details not being completely visible in the Edge browser.
- Fixed incorrect timezones being displayed in the Assisted Conflicts result list.
- Files uploaded with parties that contained special characters resulted in a log error. The log error has been resolved and parties are upload to the search terms without special characters.
- Corrected the issue of shareholders without a numeric value for shareholding not being returned when using the BvD provider.
- Corrected the occurrence of the Tree tab being displayed and available for search terms generated by an Intake question with a default party type other than company.
- Fixed the occurrence of incorrect synonyms/search terms being returned to due to comma delimiters and catenators which were not ignored.
- Corrected the inability to remove or edit Shareholder records in the corporate tree.
- Fixed corporate tree synchronization issue for parties that did not have an associated external provider.
- Fixed the exception error that resulted when a search term included a leading special character.
- Resolved the issue of a corporate tree entity not displaying in the Party Search Profile due to the system removing perceived duplicates. For example; AMP Life (NZ) Investments Holding Limited was searched but its subsidiary AMP Life (NZ) Investments Limited was removed from the corporate tree listing in the Party Search Profile.
- Corrected the issue of users without the assigned Edit capability being able to edit the component group members via the component group hit lightbox from the search results.
- Users without permissions to delete a request/remove a linked search were able to take those actions and view the lightbox confirming the action. This error has been corrected and permissions are respected.
- Users who added notes to an attached file as part of search or request to which they were assigned, did not show the user's name on the File tab. This issue has been fixed.
- Resolved the error that occurred when using a large number of conditions in advanced filters for searches and conflict rules.

INTAKE/FLOW DEFECT FIXES
- Customers encountered system upgrade failure if there were workflows that included approval rules of type 'notification'. This issue has been corrected.
- The occurrence of the Approvals tab displaying for existing requests for customers that upgraded to the latest version of OnePlace for Risk has been fixed.
- Corrected the issue of an error occurring when users initiated a new request, which was caused by the most recent Windows update.
- Intake: Fixed the inability of users to add values for fields such as Type, Affiliation, Relationship, and Note when passing parties to a search from a lookup type question at the create conflicts search state.
- Corrected the issue of grid rows not being added when scoring was used as a default value for a grid question answer.
- Grid sub-questions with saved answers displayed an incorrect warning message that the fields did not have saved values; this issue has been resolved.
- An incorrect error message displayed when users attempted to add a financial rating for a non-existent company. The issue has been resolved and the correct message detail displays.
- Fixed the invalid integration error that displayed when a request with an empty date field in a grid was generated.
- An invalid integration error did not display and empty rows could be added to a grid if an empty value was added to grid sub-question.
- Fixed the inability of users to create a request that included a grid type question with a query integration using a parameter containing system field as the source and which resulted in an error message.
- Request form questions that included a default value for a checkbox did not update on the form when the datasource was updated in the data set.
- Removed the redirect to the login page if a user attempted to generate a document with an incorrect template name. If a user types an incorrect template name a waring message now appears.
- Resolved the drag stop error that occurred when users created a workflow, added a state, then dragged the state to a different location in the diagram and the position would not save.
- Notifications that included a request action placeholder were not sent and resulted in an error message.
- Corrected a display issue for the Approval Rules page export dialog.

TERMS DEFECT FIXES
- Fixed the issue of incorrect sorting that resulted when Term Name was selected as the filter.
- Corrected the behavior of the Text filter on the document search page. When the text filter was selected the number of results did not match the returned text, and if the text filter was deselected text results would be returned.
- Corrected the issue of the first paragraph being mistaken for the header and users being unable to select text when OCR was enabled for uploaded documents.
- Fixed the occurrence of duplicate text selection for documents that had OCR enabled when uploaded to Terms.
- Fixed the broken party link to the Data Management profile page in the 'Issued by' field on the Document Upload page.

COMMON/API/DATASETS DEFECT FIXES
- The CDS key on the Custom Field page did not show for entities that are synchronized between CDS and Intapp OnePlace for Risk. This issue has been corrected.
- Fixed an issue where the incorrect timezone displayed in the Activities tab and notifications when daylight savings time was enabled on the server.
- Users who added notes to an attached file as part of search or request to which they were assigned, did not show the user's name and only listed the user who uploaded the file. This issue has been fixed.
- Exported datasets could not be imported if the dataset with the same name did not exist in the system. This was caused by selecting an invalid target object which has since been corrected by adding control over the selection of target data source.
- Corrected a dataset error which resulted when using an external parameter of Number type field and setting the value to 0 within an expression. The expression did not compile and the dataset was unusable.
- Corrected the occurrence of Value rather than Key being returned when Party was selected in the multiple data sources for the data sets the retrieve party custom fields.
- The PUT API method would not permit more than two fields to be added to a custom field in the Sisense reporting settings; this has been corrected.
- Fixed an exception error that was thrown when executing a bulk party update via the API.
- Fixed the issue of reply emails not being added to Conversation Tracking if the system mail address was in the Cc line.
Posted on Oct 1, 13:51 PDT
SERVICE IMPACT

The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4.2 EXPERIENCE RELEASE CONTENT

New Features/Improvements:
- Document security/confidentiality is now respected within the document generator
- Admins can now add image fields to custom object panels through the fields configuration UI
- Minor UI elements have been redesigned

Defect Fixes:
- API requests that were slow to load have been upgraded
- Custom tables containing numeric values will default to a sort from high to low values
Posted on Oct 22, 14:25 PDT
Past Incidents
Oct 30, 2020
Completed - The scheduled maintenance has been completed.
Oct 30, 11:06 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 30, 05:02 PDT
Scheduled - Intapp will be conducting an infrastructure maintenance. You will be notified when the maintenance starts and when it is completed. During the maintenance, a number of services or products will be unavailable for up to 45 minutes.

The affected services or products are:
- CDS
- Admin Portal application
- Pricing
- Document Assembly
- IDM

Special alert for Intapp Time users with versions 8.2, 8.3, 8.4 and 8.5:

For users who are using Intapp Time Desktop 8.5 or earlier versions, it is required that users close the Time Desktop and Desktop Extension or sleep their computer prior to this maintenance.

These actions are necessary to ensure the Time Desktop continues to function normally after this maintenance. Users will be unable to synchronize with the server after the maintenance is complete if they leave Intapp Time running (open or minimized) during the maintenance period. In the event this occurs, affected users will need to logout and log back into Intapp Time to resume synchronization. Please note that Intapp Time Desktop 2020.1.101 and above are not affected and may remain open during the maintenance; the user can continue to operate the application in offline mode.

Intapp recommends all clients upgrade to Time Desktop and Desktop Extension 2020.1.101 or later at the soonest opportunity.

IDM is the Identity Management service used by most Intapp Cloud applications. It provides Single Sign On across Intapp applications and federation with external Identity Providers. To know if you are using IDM, check if you are redirected to a URL such as idm.my.intapp.com when you authenticate with your Intapp application.

If you have any questions, please contact support@intapp.com
Oct 22, 15:40 PDT
Completed - The scheduled maintenance has been completed.
Oct 30, 06:49 PDT
Update - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 30, 05:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 30, 05:00 PDT
Scheduled - SERVICE IMPACT
This maintenance will NOT incur downtime. Some or all users might be able to run into slowness accessing CMC service of Relationships while maintenance is in progress
Oct 29, 16:39 PDT
Completed - The scheduled maintenance has been completed.
Oct 30, 02:32 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 29, 23:05 PDT
Scheduled - This maintenance will update all tenants in the region regardless of client version. The maintenance will incur downtime. Website users may be logged out, and those users will not be able to log back in until the maintenance is complete. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. Disconnection will last up to 60 minutes and can occur any time after the maintenance start is announced via the status site.

Customer action: not required.

NEW FEATURES/FIXES

Enforcer Service - Compliance
Provides automated interoperability between Intapp Terms and Intapp Time powered by the Intapp Platform. The Enforcer Service enforces compliance with Terms Billing Restrictions and Block Billing using a highly available and scalable microservice-based architecture. Once supported billing terms from OCGs are loaded into Terms, the Enforcer Service automatically consumes them over the platform and enriches the Time Desktop for compliance in real time, without any need for sync rules or additional implementation. Requires the 2020.4.1 Desktop client for enforcement.

Validation Service - Performance
Improves performance of the Time Desktop synchronization process on startup and switch timekeeper. The Validation Service is a highly available and scalable microservice that pre-generates and caches user validation data for synchronization to the Time Desktop. Requires the 2020.4.1 Desktop client for synchronization. Performance gain may vary based on a firm's data footprint.

Analytics Service - Insights
An engaging, modern analytics platform delivering powerful self-service analytic and actionable insights delivered on the Intapp platform. All current Time operational reports are included in this initial release, enhanced with live filters, improved navigation and charts and graphs. Additional reports include Capture Adoption and Utilization.

Edit Converted Entries - Time to Cash
Professionals can now perform edits of converted entries of allowed fields in Time Desktop, reducing back-and-forth with the billing team, thus shortening the billing cycle. Bi-directional synchronization between Time and the billing system keeps changes up to date. Requires the 2020.4.1 Desktop client for editing.

For more information please visit this Intapp Customer Community post with full release details.
Oct 23, 21:29 PDT
Oct 29, 2020
Completed - The scheduled maintenance has been completed.
Oct 29, 14:53 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 29, 11:00 PDT
Scheduled - This maintenance will update all tenants in the region regardless of client version. The maintenance will incur downtime. Website users may be logged out, and those users will not be able to log back in until the maintenance is complete. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. Disconnection will last up to 60 minutes and can occur any time after the maintenance start is announced via the status site.

Customer action: not required.

NEW FEATURES/FIXES

Enforcer Service - Compliance
Provides automated interoperability between Intapp Terms and Intapp Time powered by the Intapp Platform. The Enforcer Service enforces compliance with Terms Billing Restrictions and Block Billing using a highly available and scalable microservice-based architecture. Once supported billing terms from OCGs are loaded into Terms, the Enforcer Service automatically consumes them over the platform and enriches the Time Desktop for compliance in real time, without any need for sync rules or additional implementation. Requires the 2020.4.1 Desktop client for enforcement.

Validation Service - Performance
Improves performance of the Time Desktop synchronization process on startup and switch timekeeper. The Validation Service is a highly available and scalable microservice that pre-generates and caches user validation data for synchronization to the Time Desktop. Requires the 2020.4.1 Desktop client for synchronization. Performance gain may vary based on a firm's data footprint.

Analytics Service - Insights
An engaging, modern analytics platform delivering powerful self-service analytic and actionable insights delivered on the Intapp platform. All current Time operational reports are included in this initial release, enhanced with live filters, improved navigation and charts and graphs. Additional reports include Capture Adoption and Utilization.

Edit Converted Entries - Time to Cash
Professionals can now perform edits of converted entries of allowed fields in Time Desktop, reducing back-and-forth with the billing team, thus shortening the billing cycle. Bi-directional synchronization between Time and the billing system keeps changes up to date. Requires the 2020.4.1 Desktop client for editing.

For more information please visit this Intapp Customer Community post with full release details.
Oct 29, 11:00 PDT
Oct 28, 2020

No incidents reported.

Oct 27, 2020

No incidents reported.

Oct 26, 2020
Completed - The scheduled maintenance has been completed.
Oct 26, 12:15 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 26, 11:05 PDT
Scheduled - SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR4 RELEASE CONTENT

INTAKE DEFECT FIXES
- Resolved the issue of an error message being thrown in the GET API for requests with multi-value questions in the final workflow state.

TERMS DEFECT FIXES
- Fixed the intermittent issue where the users were unable to perform some operations in the Terms application like upload a document or change document status.

COMMON DEFECT FIXES
- Form answers in question groups can now be imported into the Sisense Elasticube.
Oct 23, 14:26 PDT
Completed - The scheduled maintenance has been completed.
Oct 26, 06:06 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 26, 05:00 PDT
Scheduled - SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR4 RELEASE CONTENT

INTAKE DEFECT FIXES
- Resolved the issue of an error message being thrown in the GET API for requests with multi-value questions in the final workflow state.

TERMS DEFECT FIXES
- Fixed the intermittent issue where the users were unable to perform some operations in the Terms application like upload a document or change document status.

COMMON DEFECT FIXES
- Form answers in question groups can now be imported into the Sisense Elasticube.
Oct 23, 14:22 PDT
Completed - The scheduled maintenance has been completed.
Oct 26, 01:20 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 26, 00:07 PDT
Scheduled - SERVICE IMPACT
The release/maintenance is a zero user impact maintenance; users and API usage will not be affected.
Customer action not required.

2020.4 PR4 RELEASE CONTENT

INTAKE DEFECT FIXES
- Resolved the issue of an error message being thrown in the GET API for requests with multi-value questions in the final workflow state.

TERMS DEFECT FIXES
- Fixed the intermittent issue where the users were unable to perform some operations in the Terms application like upload a document or change document status.

COMMON DEFECT FIXES
- Form answers in question groups can now be imported into the Sisense Elasticube.
Oct 23, 14:24 PDT
Oct 25, 2020

No incidents reported.

Oct 24, 2020
Completed - The scheduled maintenance has been completed.
Oct 24, 12:23 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 24, 09:00 PDT
Scheduled - Maintenance for Security and Systems Patching has been scheduled across our TimeCloud environment on 24th October, 2020 to begin at 16:00 UTC. This patching is essential to maintain the integrity and compliance of our systems.

During this maintenance end users may experience a brief interruption of service but all efforts will be taken to limit any impact.
Oct 21, 04:09 PDT
Completed - The scheduled maintenance has been completed.
Oct 24, 11:07 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 24, 10:04 PDT
Scheduled - Bug fixes and improvements
Oct 21, 09:00 PDT
Completed - The scheduled maintenance has been completed.
Oct 24, 10:22 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 24, 08:00 PDT
Scheduled - SERVICE IMPACT

Infrastructure Maintenance to enhance performance has been scheduled for the Experience environment. The maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.
Oct 20, 12:34 PDT
Completed - The scheduled maintenance has been completed.
Oct 24, 10:03 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 24, 09:07 PDT
Scheduled - Bug fixes and improvements
Oct 21, 08:58 PDT
Completed - The scheduled maintenance has been completed.
Oct 24, 09:19 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 24, 08:00 PDT
Scheduled - The maintenance will incur downtime. Some or all users will be unable to use the service for up to 30 minutes. Downtime can occur anytime after the maintenance start is announced via the status site.
Oct 15, 04:32 PDT
Completed - The scheduled maintenance has been completed.
Oct 24, 00:01 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 23, 23:03 PDT
Scheduled - Bug fixes and improvements
Oct 21, 08:47 PDT
Oct 23, 2020
Completed - The scheduled maintenance has been completed.
Oct 23, 07:06 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 23, 05:12 PDT
Scheduled - Bug fixes and improvements
Oct 21, 09:05 PDT
Completed - The scheduled maintenance has been completed.
Oct 23, 00:02 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 23:00 PDT
Scheduled - SERVICE IMPACT

The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4.2 EXPERIENCE RELEASE CONTENT

New Features/Improvements:
• Admins can now add image fields to custom object panels through the fields configuration UI
• Minor UI elements have been redesigned

Defect Fixes:
• API requests that were slow to load have been upgraded
• Custom tables containing numeric values will default to a sort from high to low values
Oct 15, 22:00 PDT
Oct 22, 2020
Completed - The scheduled maintenance has been completed.
Oct 22, 16:14 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 14:32 PDT
Scheduled - Bug fixes and improvements
Oct 21, 08:37 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 12:16 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 8, 11:00 PDT
Scheduled - SERVICE IMPACT

The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4.2 EXPERIENCE RELEASE CONTENT

New Features/Improvements
- Document security/confidentiality is now respected within the document generator
- Admin users can now delete Experience records, documents, and custom objects through the UI

If you have any questions, please contact Support@intapp.com.
Oct 5, 14:01 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 12:14 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 11:01 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:08 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.3.123 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 13:59 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 12:00 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 10:00 PDT
Scheduled - SERVICE IMPACT

The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4.2 EXPERIENCE RELEASE CONTENT

New Features/Improvements:
• Admins can now apply confidentiality rules to export functions
• Admins can now add image fields to custom object panels through the fields configuration UI
• Minor UI elements have been redesigned

Defect Fixes:
• API requests that were slow to load have been upgraded
• Custom tables containing numeric values will default to a sort from high to low values
Oct 15, 14:30 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 11:52 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 11:00 PDT
Scheduled - Bug fixes and improvements
Oct 21, 08:42 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 10:29 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 02:00 PDT
Scheduled - This maintenance will update all tenants in the region regardless of client version. The maintenance will incur downtime. Website users may be logged out, and those users will not be able to log back in until the maintenance is complete. Desktop users can work in offline mode during this time and will not be logged out. Do not execute bulk data upload during the maintenance. Disconnection will last up to 60 minutes and can occur any time after the maintenance start is announced via the status site.

NEW FEATURES/FIXES

Enforcer Service - Compliance
Provides automated interoperability between Intapp Terms and Intapp Time powered by the Intapp Platform. The Enforcer Service enforces compliance with Terms Billing Restrictions and Block Billing using a highly available and scalable microservice-based architecture. Once supported billing terms from OCGs are loaded into Terms, the Enforcer Service automatically consumes them over the platform and enriches the Time Desktop for compliance in real time, without any need for sync rules or additional implementation. Requires the 2020.4.1 Desktop client for enforcement.

Validation Service - Performance
Improves performance of the Time Desktop synchronization process on startup and switch timekeeper. The Validation Service is a highly available and scalable microservice that pre-generates and caches user validation data for synchronization to the Time Desktop. Requires the 2020.4.1 Desktop client for synchronization. Performance gain may vary based on a firm's data footprint.

Analytics Service - Insights
An engaging, modern analytics platform delivering powerful self-service analytic and actionable insights delivered on the Intapp platform. All current Time operational reports are included in this initial release, enhanced with live filters, improved navigation and charts and graphs. Additional reports include Capture Adoption and Utilization.

Edit Converted Entries - Time to Cash
Professionals can now perform edits of converted entries of allowed fields in Time Desktop, reducing back-and-forth with the billing team, thus shortening the billing cycle. Bi-directional synchronization between Time and the billing system keeps changes up to date. Requires the 2020.4.1 Desktop client for editing.

For more information please visit this Intapp Customer Community post with full release details.
Note: You may have to click the link again after signing in.
Oct 16, 12:33 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 08:14 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 05:06 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:09 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.3.123 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 13:56 PDT
Completed - The scheduled maintenance has been completed.
Oct 22, 01:05 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 22, 00:01 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:08 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.3.123 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 14:02 PDT
Oct 21, 2020
Completed - The scheduled maintenance has been completed.
Oct 21, 14:02 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 21, 13:03 PDT
Scheduled - This release will incur downtime. Disconnection will last up to a five minutes and can occur any time after the maintenance start is announced via the status site. Website users may be logged out, and those users will be able to log back in after approximately 5 minutes. Logged in desktop users can work in offline mode during this time. Do not execute bulk data upload during the maintenance.

Customer action not required.

2020.3.1.3 RELEASE CONTENT
DEFECT FIXES
-Reduce memory usage of Capture API with high contact counts when processing phone call activities. (20371)
-Performance optimization of Time API Contacts DELETE endpoints. (20333)
Oct 19, 21:15 PDT
Completed - The scheduled maintenance has been completed.
Oct 21, 12:35 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 21, 11:13 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:07 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4 PR3 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 13:53 PDT
Completed - The scheduled maintenance has been completed.
Oct 21, 06:24 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 21, 05:03 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:06 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4 PR3 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 13:49 PDT
Completed - The scheduled maintenance has been completed.
Oct 21, 01:52 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 21, 00:04 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 19, 14:05 PDT
Scheduled - SERVICE IMPACT
This maintenance may incur downtime; some users will be logged out but those users will be able to log back in immediately.
Do not execute bulk data upload during the maintenance. The service disconnection can occur anytime after the maintenance start is announced via the status site.

2020.4 PR3 RELEASE CONTENT

CONFLICTS DEFECT FIXES
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on Assisted Conflicts administration page.

INTAKE/FLOW DEFECT FIXES
- Resolved the issue of the system not processing approval email notifications consistently for requests.
- Cloned requests did not copy all the repeatable question group question/answers. This issue has been fixed.
Oct 19, 13:51 PDT
Oct 20, 2020

No incidents reported.

Oct 19, 2020
Resolved - The issue has been identified and a fix was implemented.
Oct 19, 16:16 PDT
Identified - The issue has been identified and a fix is being implemented.
Oct 15, 22:04 PDT
Investigating - We are investigating performance issues impacting a subset of customers in EU region. This is related to the Capture contact sync of the desktop client. Users may experience failed sync and unexpected logout. We have identified contributing causes and are working towards resolution.
Oct 14, 09:37 PDT
Oct 18, 2020

No incidents reported.

Oct 17, 2020
Completed - The scheduled maintenance has been completed.
Oct 17, 09:36 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 17, 08:01 PDT
Scheduled - The maintenance will incur downtime. Some or all users will be unable to use the service for up to 30 minutes. Downtime can occur anytime after the maintenance start is announced via the status site.
Oct 12, 07:45 PDT
Completed - The scheduled maintenance has been completed.
Oct 17, 08:55 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 17, 08:00 PDT
Update - We will be undergoing scheduled maintenance during this time.
Oct 17, 08:00 PDT
Scheduled - SERVICE IMPACT

Infrastructure Maintenance to enhance performance has been scheduled for the Experience environment. The maintenance will incur downtime. Some or all users will be unable to use the service for up to 20 minutes. Do not execute bulk data upload during the maintenance window. The service disconnection can occur anytime after the maintenance start is announced via the status site.
Oct 14, 14:32 PDT
Completed - The scheduled maintenance has been completed.
Oct 17, 08:50 PDT
In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary.
Oct 17, 08:02 PDT
Scheduled - RELATIONSHIPS US REGION INFRASTRUCTURE MAINTENANCE

Status Site Message:

SERVICE IMPACT
This maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. Downtime can occur any time after the maintenance start is announced via the status site.

Customer action is not required.
Oct 13, 13:37 PDT
Oct 16, 2020

No incidents reported.