Release Notes (Version 2.9)

Version 2.9.2   |   August 2025

New Features and Major Changes to Existing Features

• Allegation Field Name Change

• Contact Details Portlet on Reference and Location Entities

• Organisation Hierarchies Appear in the Associations Section

• Warning Dialog – Downloading a File

• Person Record Field Changes

• Document Builder – Tile Output Version History

• Document Builder – Tile Output Preview

• Correspondence Activity Enhancements

• Improvements to Activity Assignees

• Primary Assignee – Role Marker

• Dynamic Primary Assignee Role on Matters

• Activity Grids – Decision Outcome & Details

• Structured Outcome Fields

• Party Roles – Restrict Roles to Particular Core Record Classes

Technical and Administrative Changes

• Changes to Metadata Export/Import

• Organisation Hierarchies Appear in the Associations Section

• Correspondence Activity – Party Role based Dissemination Lists

• Workflow – Disseminate Action

• Metrics – Enhancements

• Check Activities – Activity Assignees Aspect

• Improvements to Activity Assignees Aspect

• Complete Allegation Outcomes Workflow Action – Decision Tables can Access Reasons

• Complete Matter Outcomes Workflow Action – Decision Tables can Access Reasons

• Workspace portlets – Descriptions

• Dynamic Primary Assignee – Enhancement

• Email Ingestion – Workflow Transition Execution Support when Importing Correspondence Activities

• Workspace Update – Further Details Filtering

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Version 2.9.1   |   July 2025

New Features and Major Changes to Existing Features

• Correspondence Activity – Auto link attachments

• Bulk Reporting Domain’s – Related Matters

• Warnings- Enhancements

• Categories to Party Resolution

• Clone – Checklists Aspect

• Stored Comms Activity – New Recipient Group: Applicant

• Meeting Agenda – Enhancements

• External Audit Records

• Workspaces – New Action for Creating Activities

• Changes to Email Validation on Reference Records

• Compliance Markers – Apply on Create Screen

• Dynamic Workspaces – Note Activity additional fields

• New Referral Centric Fields on Matter & Activity Outcomes

• Workspace Property Changes – for Disposal

• Editable Position when Authorizing a TD or PN Activity

• Auto-Generation of Correspondence Activity details

• Additions to the Bulk Actions Framework

• Bulk Actions on Attachments

• Related Matters Section

• Protected Disclosure Recommendation Fields on the Allegation Activity Create Form

• Language References

• Additional Fields on the Offence Activity

• Matter Summary Field in Workspaces

• Structured Outcome Enhancements

Technical and Administrative Changes

• Changes to the Workflow Editor

• Workspaces – Date Field Period and Key Date Period Scoping Properties

• Convert Warning Type to New Validity Model

• New Workspace Action – Activity Quick Create

• External Audit Records

• New Referral Centric Fields on Matter and Activity Outcomes

• Workspace Property Changes for Disposal Schedules

• Disable Workflow Transition

• User Import Spreadsheet – Changes to the Business Unit Field

• Add Security Condition – Multiple Role Support

• Workflow “Condition” Record Activity Resolver

• Workflow “Event & Condition” Record Warning Resolver

• Fine Grained Control Over the Subject(s) of the Record Activity Resolver

• Record Activity Resolver Modes

• Auto-Generation of Correspondence Activity details

• Assessment Case Allegation and Investigation Allegation reporting domains

• Further Details – Enhancement

• Condor Plugin Framework – Custom Admin Actions

• Summary and Simple Decision Fields in the Standard Decision Workspace

• Assign Matter Workflow Action

• Flexible Approval Framework

• Dataset Validity added to Matter Review Outcomes

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Version 2.9.0 (Major)   |   May 2025

New Features and Major Changes to Existing Features

• Enhancements to Public Interest & Protected Disclosure features

• Activity Stereotyping (ability to rename activities and have multiple variations)

• New Form Activity

• Major enhancements to Pending Parties and New Resolution Wizard

• New Matter Workflow Event Processor API for Condor Plugin Framework

• Matter Source Columns in Matter Workspaces

• Phone Call – Logger Enhancements

• Create and Manage Tasks on Jobs in Mobile App

• Further Details Groups

Technical and Minor Changes

• Changes to Email Ingestion (Corro scheduled job)

• Condor Plugin & API changes

• Activity Stereotyping (ability to rename activities and have multiple variations)

• New Form Activity

• Workflow Component: Record Activity Resolver

• Party Event Processing Controls