Kanverse launches the Unakite Release 2.0

New

1.  Domain & Page Limit Configuration (LLX)

Administrators now have granular control over Large Language Extraction (LLX) settings at the channel level. You can configure domain-specific parameters and page limits to optimize extraction performance and resource management.

2.  PO Mapper Search & Filtering:

We have upgraded the PO Mapper interface to include powerful search and filtering capabilities. Users can now filter invoice lines directly by Receipt ID or Item Code, significantly accelerating the reconciliation process.

3.  Document Stage Tracking:

Introduced enhanced tracking for document stages, providing better transparency and auditability through the processing lifecycle.

Enhancements

1.  Retention Period Access Control:

To enhance security and data integrity, access to modify retention period settings is now restricted. This ensures that critical lifecycle policies remain managed only by authorized personnel.

2.  Standardized Data Purging:

To ensure accountability and traceability, users are now required to provide remarks when rejecting invoices. Additional configurations to make this mandatory or optional.

• To ensure robust audit trails, any document deleted automatically due to retention period expiration must now be associated with a default system-generated delete reason.
• Resolved a bug preventing documents from being deleted after the configured retention period.

3.  Cross-Business Unit Safeguards:

We have updated our Business Rules to integrate user Organization details. This ensures the system proactively identifies and prevents cross-Business Unit (BU) invoice processing, supporting strict data segregation.

4.  Auto Correct UI Visibility:

The Auto Correct UI now displays a "Last Updated" date and owner on each entry, improving traceability and making it easier for teams to track the timing of data corrections.

5.  Column-Wise Search for Lookups:

Users can now perform column-wise searches within lookup fields, allowing for faster and more precise data selection when filling out forms.

6.  File Attachment Indicators:

A new indicator has been added to the main list view. This provides instant visibility into which invoices have supporting documents, eliminating the need to open each record to check for attachments.

7.  Enhanced Manual Processing Notifications:

Manual processing notifications now include both the Channel Name and the original email address. This provides users with necessary context immediately, reducing the need to search for the document's origin.

8.  Persistence of Collaboration Chat History:

Notification history from the Collaboration Chat is now preserved within the system, ensuring that critical context and communication threads regarding document processing remain accessible for future review.

9.  Robust Document Routing & Assignment:

• Resolved an issue where documents failed to assign correctly when multiple assignment rules were configured for different users. Workflow routing is now more accurate and reliable.
• Fixed a routing issue where documents remained stuck in the "Other" folder when the destination "Inbox" folder did not exist, ensuring smoother file organization.

10.  Enhanced Navigation & Data Access:

• Fixed a navigation bug that prevented the use of "Next" and "Previous" buttons when users drilled down into data from the dashboard.
• Resolved a technical issue preventing the download of Excel child items directly from the list view, improving data export capabilities.

11.  Metric Accuracy:

• Fixed a bug where the "Auto-Correct" usage counter was not incrementing, ensuring accurate tracking of system usage metrics.
• Resolved incorrect folder stage counts displayed in the UI.
• Log Timestamps: Corrected synchronization issues where publishing logs were incorrectly updated after the published date.

12.  Template & Document Type Management:

• Streamlined the setup process for new templates by adding the ability to set default configuration instances to "LLC" & "LLX."
• Users can now create and manage email templates specifically tailored to different document types, allowing for more relevant and automated communication.
• Resolved an issue where newly created document types could not be deleted, restoring full control over the lifecycle of custom document type definitions.

13.  UI/UX & Visibility Improvements:

• "Other" Folder Filter Redesign: The filter and view for the "Other" document folder have been completely redesigned for a more intuitive and efficient user experience.
• Auto Correct UI Visibility: The Auto Correct UI entries now display the document name, making it easier for users to identify which files are currently being corrected.
• Reprocess Error Code Tracking: Added clear error code identification for documents in "reprocess" status, streamlining the fix process and preventing incorrect document selection across stages.
• SFTP Enhancements: Resolved stalling issues during SFTP file downloads and improved pattern matching to handle incoming files more reliably.

Platform Technical Debt

1.  System Reliability & Schedulers:

The system automatically attempts to resume operations if a scheduler service stops, ensuring continuous uptime.

2.  Platform Governance & Efficiency:

• Retention Period Security: To bolster platform security and governance, access to modify retention period settings is now strictly restricted.
• Data Retention on Batch Payments: Enhanced data retention policies have been implemented specifically for batch payment processes to ensure audit compliance and accurate tracking.
• Removed restart dependencies for Lookup channel schedulers to ensure continuous uptime.
• ADI Flow: Fixed an issue where page limits were not correctly applied for ADI workflows.

3.  Scheduler Auto-Recovery:

Implemented auto-restart functionality for Portal and Middleware services to recover from unexpected failures without manual intervention.

  Coming Soon

Your feedback is invaluable! Share your thoughts and suggestions with us at support[at]kanverse[dot]ai