Release Note 2.0.0 (11/3/2026)

  • Updated

New Features

  • Introduced a template-driven bulk export framework for exporting records in bulk.
  • Added a user interface for creating and managing bulk exports.
  • Introduced an in-application PST Viewer to support email investigation workflows.
  • Added task work-effort tracking to capture time spent on tasks.
  • Enabled Record Management filtering using template-configured fields.

Enhancements

Export & Reporting

  • Added a configurable export service supporting XLSX, CSV, and JSON formats.
  • Added UI support for configurable exports.
  • Enabled administrator-driven JSON exports.
  • Enabled exports based on record templates.
  • Replaced browser-print workflows with dedicated export functionality.
  • Enhanced PDF report layouts for Person products.
  • Added automated weekly case data reporting.
  • Added automated weekly note-type reporting.
  • Added automated monthly closing-form reporting.
  • Added automated monthly agency referral reporting.
  • Added an activity logging and reporting framework.

Search, Query Data & Dossiers

  • Revamped Query Data with a unified search experience and product selection.
  • Added Query Data access from Case and Subject Dossiers.
  • Enabled Query Data and case launch actions from visualization views.
  • Improved grouping of validation results in tabular views.
  • Enhanced field-matching rules for Link Analysis.

OWLDocs & OWLVault

  • Added OWLDocs actions across Case, Subject, Form, Tips, and Task Dossiers.
  • Added processed-date visibility in OWLDocs and OWLVault.
  • Added display of historical processing statuses and dates.
  • Delivered multiple OWLDocs usability and workflow improvements.

Workflow & Record Management

  • Standardized IPA Assignment Queue column headers.
  • Added dynamic columns and template-based filtering to the IPA Approval Queue.
  • Added claim number filtering in Record Management.

Notifications

  • Improved notification delivery through grouped emails and BCC consolidation.

Platform & Usability

  • Migrated audit log types and sub-types to database-driven configuration.
  • Completed analysis and cleanup planning for legacy IPA workflow tables.
  • Updated Instagram APIs to support new field types.
  • Updated platform terminology and navigation labels.
  • Added a stale-period filter to Analytics views.
  • Added total record count display next to pagination controls.
  • Implemented improvements based on user feedback for the new UI.

Bug Fixes

  • Fixed visibility issues for records and cases belonging to closed users.
  • Fixed duplicate detection logic for claim-number-based matching.
  • Fixed an issue where duplicate template sections cleared existing data.
  • Fixed an issue preventing Information Sharing users from adding notes to tasks.
  • Fixed issues with Prevalence Settings functionality.
  • Fixed organization-level notification configuration behavior.