Risk/Flow Release 2021.2.111 – APAC
Scheduled Maintenance Report for Intapp, Inc.
Completed
The scheduled maintenance has been completed.
Posted Jun 04, 2021 - 06:21 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Jun 04, 2021 - 05:04 PDT
Update
We will be undergoing scheduled maintenance during this time.
Posted May 31, 2021 - 11:19 PDT
Scheduled
SERVICE IMPACT
- Customer action required: Please communicate to your users that some or all users will be unable to use the service for up to 15 minutes. Do not execute bulk data upload during the maintenance. We encourage you to review the new features and defect fixes.
- Usage impact: The release/maintenance will incur downtime. Some or all users will be unable to use the service for up to 15 minutes. The service unavailability can occur anytime after the maintenance start is announced via the status site.

RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- ConflictsRelationship custom fields have been added to the UI in Data Management (i.e. Related Party, Related Client, Related Matter, etc.) to display and manage more information about the related parties and/or relationships.
- Stored corporate trees and trees matched for companies can be exported to Excel for further review and distribution to others.
- Activities for corporate trees have been enhanced so any change to the tree, whether during the Intake process or after, is available.
- To provide firms with greater flexibility as to when notes are required on a conflict report, a new configuration called 'Requirement Met Behavior' has been added to the Administration > System > Conflicts > Reports section. Firms can require a note after conflicts resolution has been applied, or after resolution has been added and the report has been created.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Users are able to view and edit corporate trees on requests via the party lookup form question, so that the tree can be amended for conflict searching to determine potential issues.

TERMS NEW FEATURES/IMPROVEMENTS
- Document versioning is supported for edited OCR text. If a new a version of document is uploaded, a label is displayed in the categorization lightbox which advises the user that the text was modified in a previous version, the date and time, and the name of the user that modified the text.
- Users are able to view additional suggested terms for those terms with a low confidence threshold in the suggested terms white cards. A link is displayed to allow users to view additional suggestions.
- The document download and export tool has been improved to allow users to select either document download or document download with terms.
- The GET Terms data set operation has been improved to return term level inheritance entities.
- Component Groups can be selected from the multiple data sources list for Terms data sets.
- Term URL has been added to Fields to Retrieve when Terms data source is selected from the multiple data sources list in Data Sets. This allows approvers to view a document via a hyper-link at the Terms Approval workflow state.
- Document URL has been added to the Terms Document data source in the Data Sets multiple data sources.
- Term category and template name have been added to the API delete event payload.
- Term answer field has been added to the GET Terms API.
- The API has been improved to allow an increased character limit for the Term Original Value text field in the Open Elasticube.

COMMON/API/DATASETS NEW FEATURES/IMPROVEMENTS
- Notifications that had a file exceeding 10MB were not previously delivered due to their size, but now display a file name and note advising the file was too large to include.
- Event based monitoring rules, for Watchlists and/or External data, are applied to system changes or the addition of new data after the rule is enabled.

CONFLICTS DEFECT FIXES
- In some cases incorrect matter counts for clients were displayed in the corporate tree lightbox for linked entities.
- In some cases search results sorted by Hit Term returned inconsistent results and caused an exception error.
- All text after a comma was cleared if a comma was used in the party search field of the 'Create a new Blackbook' lightbox in Data Management.
- Additional placeholder text was incorrectly included in conflicts report notifications when using the results cards placeholder and the new notification service.

INTAKE/FLOW DEFECT FIXES
- An error occurred when a grid question with an empty value was updated via the API.
- Searches for Clients on the Request page resulted in frozen requests, user inability to open a request, or searches being canceled by timeout errors.
- Requests could not move to the next workflow state if the first state in a parallel branch was a decisions state.
- Form question answers bulk updated via the API resulted in a deadlocking issue.

TERMS DEFECT FIXES
- An error message was thrown when users imported terms that included an approval group.
- Display settings that were changed on a term template without being saved were not reset if the user switched to another term template.
- The system delete message displayed an incorrect value for the 'inherited' field if clients were removed from component groups.

COMMON/API/DATASETS DEFECT FIXES
- Group memberships cannot be edited via the UI in Risk when CDS is enabled. A label has been added to advise users how to edit the information as needed.
- Users were not logged out of the system and sessions were authenticated after IDM sessions could not be refreshed or ended.

ADDITIONAL INFORMATION
- If you have any questions, please contact Support@intapp.com.
Posted May 13, 2021 - 14:37 PDT
This scheduled maintenance affected: APAC (APAC Risk/Flow).