MAINTENANCE FOR INTAKE-CONFLICTS-TERMS-FLOW 2020.4.110 EU SANDBOX
Scheduled Maintenance Report for Intapp, Inc.
Completed
The scheduled maintenance has been completed.
Posted Nov 20, 2020 - 12:16 PST
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Nov 20, 2020 - 11:05 PST
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.

2020.4.110 RELEASE CONTENT

CONFLICTS NEW FEATURES/IMPROVEMENTS
- Assisted Conflicts: Analysts can continue to quickly scroll through search results after opening a hit in a side panel by clicking in any empty space on the results screen without having to click the close arrow.
- Search RemoteId is available as a Conflicts result column for firm's using a different Intake system so users can easily identify the request number for reference on interactive conflict reports.

INTAKE/FLOW NEW FEATURES/IMPROVEMENTS
- Multiple relationships for parties can be passed from Requests to Conflicts when the 'Enable Multiple Relationship' checkbox is selected in the system configuration.

TERMS NEW FEATURES/IMPROVEMENTS
- Enhancements such as displaying pre-populated approval groups, warning icons and messages for inactive groups, and error messages for restricted groups have been applied to the Terms Approval Groups field.
- Improvements have been made to exiting the Terms document viewer overlay when accessed via the 'view terms link' from a Request form.

API NEW FEATURES/IMPROVEMENTS
- Administrators / Implementers can replace party, client and/or matter party relationships in bulk via the PUT API.
- The ability to clone a Conflicts search and the search results - including the resolutions, notes, and importance levels entered - can be completed via a new POST API.
- Existing parties can be added as search parties to a Conflicts search via the API.

COMMON NEW FEATURES/IMPROVEMENTS
- Component Group fields and members, Party Type, Client modified on date and websites, and address fields have been added to the OnePlace for Risk Elasticube for reporting.
- CDS now recognizes OnePlace for Risk and Flow as two separate products allowing implementers/administrators to set up roles and responsibilities independently for each product.
- A full sync between CDS and Risk will be initiated every time a CDS feature is enabled.

CONFLICTS DEFECT FIXES
- Assisted Conflicts: Filtering and hit resolution option selection issues for the Inactive status have been resolved.
- Assisted Conflicts: Fixed the occurrence of 'No Type' being displayed when users attached a report to a search and conflicts report was set as the default file type in the system configuration.
- Fixed the occurrence of available Party Fields not appearing in the dropdown for fields to add on the Assisted Conflicts administration page.
- Improvements have been made to the Conflicts AI training model.
- Corrected the issue of invalid characters that displayed in a corporate tree resulting in an error during the re-index of conflicts data.
- Search owners with view search only capabilities were unable to perform limited actions (such as cloning a search, dividing a search or importing search terms) in the gear menu on the search list and conflicts search pages. This issue has been resolved.
- The Quick Search print preview did not include returned results. This issue has been fixed.

INTAKE/FLOW DEFECT FIXES
- Corrected the occurrence of requests approved via action buttons in email notifications not moving to the next workflow state.
- Removed the ability for users with Read Only capabilities to change read-only date fields on request forms.
- Corrected the issue of a file being attached to a request even though a validation error occurred and an error message was displayed for the user.
- Fixed the issue of an unknown error being thrown, and the request form answers disappearing, when the grid question containing conflicts search parties was updated in the conflicts search state.
- Grid questions with view only display conditions defined, erroneously displayed file upload links. This issue has been fixed.
- Issues related to file upload to a custom grid have been fixed.

TERMS DEFECT FIXES
- No updates to Terms functionality.

COMMON/API/DATASETS DEFECT FIXES
- Fixed the issue of inactive address types displaying in data management.
- Data Sets: Advanced expressions did not work as expected if filters were used more than once in the advanced expressions. This issue has been resolved.
Posted Nov 11, 2020 - 09:00 PST
This scheduled maintenance affected: EU: Non-Production (Risk/Flow EU - Sandbox).