Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Nov 10, 2023 - 05:00 PST
SERVICE IMPACT There will be no downtime associated with this release. However, some users may be logged out during the release, but they will be able to log back in immediately. Do not perform any large data imports or changes until the maintenance is completed. The service disconnection can occur any time after the maintenance start is announced via the status site.
RELEASE CONTENT The 2311 release observes a new release naming convention. This and all future, regularly scheduled releases follow a YYMM format, where YY represents the two-digit year and MM is the month.
In this release, Intapp Intake and Flow updates include improvements to Joint Client Representations, letting firms visually represent relationships between multiple clients to a single matter. We also made a few changes to let administrators configure Intake to provide credentials to fetch D&B Scores and Ratings information using D&B's new Direct+ Data Blocks API, which includes enhancements for administrators to configure D&B Scores and Ratings questions to take a default DUNS # from an existing party lookup. Users can search for D&B company IDs with the same company lookup UI used by the Intake Party lookup and the Conflicts Search Party profile.
The 2311 release also includes a new Standard approval type to transition workflows forward after one response instead of waiting for a committee response. Intake also now supports multiple-value choice questions and grid columns as external parameters for Data Sets that query Form Answers data sources.
Conflicts introduces improvements to Corporate Tree hits. Conflicts also detects synonyms and visually identifies them upon entry into a search term in a similar fashion as stop words and conditional operators. Further improvements to Conflicts include the Close Search modal, which now supports linking a corporate tree to the client party under certain conditions. We also added support for list control-type custom fields in Conflicts Rules and Advanced Filters and made enhancements to the Searches object in data sets to support richer access to information beyond the search profile.
Also with this release, Conflicts now integrates with Intapp Employee Compliance to help analysts identify potential conflicts related to employee holdings and affiliations. Further enhancements include Team Conflicts, which now lets you pre-populate the Team Conflicts search strategy via values contained on an Intake form grid. Team Conflicts also lets you add External Data hits to include outside data sources in search results, and metadata enhancements provide more Team Member information during search strategy creation.
This release features a new integration between Terms and Intapp Billstream to help firms ensure that draft bills comply with OCGs. We made a few improvements to Data Set functionality, giving firms greater control over the types of Terms documents that can be displayed on Intake request forms. This release also includes a few user experience improvements, including several new filters and column options for displaying fields inside terms grids.
Other enhancements include expansion of API endpoints and other performance and user experience improvements. For more information on the new features, enhancements, and defect fixes, please review the release notes on the Support Portal at the links below.