ChangeLog

2021

Week 39

    1.
    New document types added.
2. Line Item section reorganized. Line Item (Table) can now be added inside section along with key value pairs as opposed to single line item in single section.
4. Pagination added on edit screen.
5. Settings page reorganized. Integrations page added. Webhook for different event can now be selected from frontend. Supports document status change along with user activity.
6. Extraction improvement for existing document types (acord28, debit settlement, bill of lading).
7. Others: - field input box removed from edit screen - bounding box not overlapping on extracted value on multipage document issue fixed - confidence and review_required mismatch issue fix on webhook and json download fixed - number when ended with dot not recognized as number issue fixed and other bug fixes

Week 31

    1.
    New document type added.
2. Added advance search for numbers.
3. Webhook event for doc status change made customizable. Webhook event can now be triggered for every status change as opposed to approved documents only.
4. Password protected file upload support added via api (https://docs.docsumo.com/#upload-files-url-and-base64).
5. Banner added on edit and review screen for on screen tutorial.
6. Line items redesigned. Grid and buttons redesigned. Icon added to mark header row. Help texts updated.
7. Value fields removed from edit screen
8. Account region added in settings page.
9. Error messages updated for erred documents.
10. Error messages updated on date type fields. Also support for month first format updated.
11. Data extraction improvements on acord25, flood certifications and debit settlement document types.
12. Index column removed on csv file download
13. Skip and Start Review button added on client review tool.
14. Others: - metadata updated on webhook data - support page, icons, field input box updated and other ui changes - duplicate email check made more strict and other bug fixes.

Week 24

    1.
    New document types added.
2. Support for multiline values added. (Press Shift + Enter to move to a new line)
3. Pagination added on model and training page.
4. Each tables downloaded in different sheets for some document types (Financial Statement and Table Vision).
5. MAKELIST formula added to convert string values to list.
6. Username saved when doc approved using temp token, and sent on webhooks.
7. Bug fixes and others: - processing time for bank statement tables improved. - timeout error issues fixed - model training and extraction issues fixed and more.

Week 19

    1.
    Model priority introduced, which enables different fields to use a different models for better extraction.
    2.
    Enabled few shot learning based on exact page number match on documents.
    3.
    Credit Banner added.
    4.
    Region selection added on signup.
    5.
    Comparison of Test and Train data for single model view (previously it only showed test data).
    6.
    Field Input Box repositioned for values whose position not found on document.
    7.
    Primary side bar re-organized. Schedule User Training added.
    8.
    DELTADATE formula added to validation.
    9.
    Bug fixes - Remaining time calculation on Models & Training and more.

Week 16

1. Model hub added. Centralized section for training different models, viewing their metrics and comparing different models.
2. Reorganized document settings. Model trained on one document type can be used on another document type.
3. Template Matching improved. 4. Combining extracted data from different models improved. 5. Filtering documents based on modified date added for api requests. 6. Added confirm popup on approve with error.
7. Bug fixes: a) Filtering documents by date when time parameter sent. b) NaN value extractions resolved. c) Documentation links updated and more.

Week 13

1. Classified API and services into various categories based on industries.
2. Added accord 28 to frontend. 3. Added databases table to maintain database in Docsumo itself. More detail: Database Table and Dropdown Mapped
4. Added new datatype as dropdown Mapped that can used with database table to auto populate the fields. More detail: Database Table and Dropdown Mapped
5. New algorithm to match document in few-short learning. Improvement results in both multipage and single-page documents. 6. Rewrite the API documentation as per new API and Services. https://docs.docsumo.com/. 7. Bugs: a. Setting not sync between users when new user is created. b. Value in processed document could be change from input fields. c. Fixed no of straight through processing number bug on analytics screen and more.

Week 10

1. Major UI change in review screen to show the status of key and line item.
2. Added alert email when document status changed.
3. Updated document count based on filters applied.
4. Added functionality to parse US address. New function PARSEADDRESS. 5. Pop up removed when edit field screen is closed. 6. Added time parameter along with the date in document filter.
7. Bug fixes a. Added log for document auto assign. b. Document setting duplication issue fixed.

Week 8

1. Added support for documents deletion for more than 1K document using auto delete.
2. Added log for document deletion from review screen. 3. Updated metadata on webhook and download data to make response uniform across the APIs.
4. Improved text selection from documents during annotation. Added separation based on visual clues like lines and boxes. 5. Bug fixes: a) Document types not being copied to the new users. b) Old document type title being used in the notification email. c) Document setting not being used during auto-classification and more.

Week 5

1. Collapsible left nav bar on review screen for better visibility of line item.
2. Support for multiple headers in webhooks.
3. Added feedback email for files that are not uploaded to docusmo through email. Details- https://support.docsumo.com/getting-started/general/supported-document-types-and-limit 4. Enhanced analytics: processed category split to STP approved, approved, and approved with error
5. Bug fixes: a. Start review start opening different documents. b. Split document uploading outside the folder. c. Auto-assign document to the user when no user available and more.

Week 2

1. Added Auto Classify module. Now you can choose document type and version on auto
2. New document Type Table vision added to extract table from any document. 3. New flag added to distinguish files approved with and without error. (Only in processed tab)
4. Added appropriate error messages added for corrupt and encrypted files. 5. Added the created_at_iso and modified_at_iso to CSV and JSON export. 6. Bugs fixes:- a) Negative number not extraction from table grid b) All filters not removed when x in clicked on the filter bar and more.

2020

Week 52

1. Added dedicated activities log tab. You can now search log.
2. Added document split using a fixed number or regex pattern.
3. Added Authentication on webhooks
4. Download is now streamlined.
a) If no of the documents selected is less than 1000 documents, files are download from UI. b) If no of the documents are between 1000 and 10000, an email is sent with the link once the download is ready. c) If no of the documents are more than 10000, please use the filter and select document samples that are less than 10000. You can make batches and download one after the others.
You get a notification and message on the left bottom corner with a different message for each case.
5. Deleting the user is now streamlined with a proper assignment of the document once the user is deleted. https://support.docsumo.com/user-management/user-management/how-to-add-delete-users-member-admin 6. Bugs Fixes:- a) Notification to the user for the old documents is now on the document type label. b) Bugfix on notification email link so that you only see files for that user, review status, and sorted by oldest first. c) Fix issue with Advance search not showing all documents. We still have an issue, if your account has more than 30K documents. We are optimizing the query and will fix it in the next release.

Week 49

1. Added log on document label.
Currently we add log on each status change and document assignment.
2. Added feature to add admin and other members to notification emails in all accounts. 3. Financial statement type now support multiple tables on the same page. 4. Allow the user to set an expiry time for temp token.
5. Member no longer have access to expiry token time, remove data after, straight-through process, and webhooks setting. 6. Add support from the new data type i.e optical mark recognition.
7. Bug fixes: a) Added sorting using modify date. b) and many more.

Week 46

1. Allow user to make shareable link while uploading or from review screen. Detail: https://support.docsumo.com/solution/filter-and-transformation/how-to-make-shareable-link-review_token
2. Added rerun validation button to rerun the calculated field along with all filters on key value pair and tables.
3. Added support for custom code and validation in table. Now you can write complex code like :-
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'Credit__1'+'Balance__0'-'Debit__1'==='Balance__1'
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Note:
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__{{integer}} is line number.
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This can use to check running balance check in bank statements.
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4. More custom function CLASSIFYDATA and FINDANDREPLACE. 5. All the popups are redesign and UI is uniform across the app. 6. Added feature to add admin and other member to notification emails. (Only on newly created document type right now, will be added to old account at end of week)
7. When fields are edited for document types, document that is under reviewing is take as reference so that we don't have this issue of document status changes if first document is processed. 8. Bugs fixes: a. SEARCHINLIST and IF can have values with spaces. b. Edit screen not working for document types with large number of documents.

Week 44

1. Add document setting with a ton of new features like auto-assign document, custom machine learning model, custom processing code. Detail: https://support.docsumo.com/getting-started/general/document-settings
General Tab
Pre Processing
Import & Export
Extraction
Post Processing
2. Added support for tiff and tif files. 3. Enable Finance documents for all new accounts. 4. Add two additional options for rule base extraction.
5. Add more post processing functions.
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custom_post_processing_json
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custom_post_processing_csv
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custom_post_processing_webhook
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custom_post_processing_api
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6. Advance Search: We have added support for advance search you can use <label name>:<value>||<label name 2>:<value2>
The label name should be exact match. The label name is case sensitive. Value use regex, it matches any text contains that value. E.g 123 than all values with 123 are filtered like 12345, 4512347.

Week 41

1. Added Error Message on the frontend for KYC documents.
2. Beta Version of the Financial statements is live.
3. Added more on rule base extraction for better data extraction on forms and fix documents format.
4. allow multilevel nearby keywords on rule base extraction
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Invoice||down||date||left
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5. Workflow for document upload from API.
6. Bug fixes
    1.
    Landscape pdf files are sent thought Image ocr.
    2.
    The document approved even when the field is empty but the field is mandatory and has validation.

Week 39

1. Added analytics screen for all document types
Accuracy and no change per document are only calculated for new documents added after 2020-09-24 5:00:00(+5:45).
2. Added drop-down and calculated fields on data types.
a. Dropdown Setting
b. Calculated field Setting
3. Change approved to strict check ( no approve if any error) and added button for Approve with an error.
The document is approved with a strict check if the value is empty and is optional. If any other error, the document will not be approved, you can bypass it using a double tick.
4. UI issue fix
5. New functions on support Custom Functions
    1.
    SEARCHINLIST, REMOVEFROMLIST, GETDATAURL, and more ...
6. Bugs Fixes
    1.
    Upload error on few file types
    2.
    Performance improvement and more

Week 37

1. Added validation on labels. IMPORTANT:
1. The label name should be inside ' not " i.e 'Total Due' not "Total Due" 2. Currently, the error message is only re-calculated if you visit the label. E.g on the above video when we add 0.13 to total tax, Total Due was till showing an error icon but once you move to total due and click the tab, an error icon is removed as validation matches. We are working on making all fields update in realtime, i.e as soon as any fields are updated all field effected by that change is recalculated and error message are added or removed. Should be live in 2 weeks as this required major change in the codebase. 3. If you need to use greater or less invalidation, please use >== and <==. For equal, you can use ==. The documentation will be ready next week.
2. Added filter by status and uploaded by.
3. Allow downloads on skipped documents. 4. Added status page https://status.docsumo.com/
5. Added support for rule base extraction ( need to be activated from backend for now). 6. Added support for the NLP model on the waterfall model 7. Added custom post-processing on API and webhooks. 8. Bug Fixes. a. Allow moving to the next page on the search. b. Only show 500 files in the review page so that the review screen can be open from any tab. & more ..

Week 35

1. Added type selections while adding new labels.
2. Added filter and transformations for the above three types.
3. Add the extraction tab for data extraction using the rule.
4. Added custom processing on each label.
5. Combine documentation and moved our own domain. Docsumo API Documentation
6. Allow retry on failed documents.
7. Allow users to retry and add new keys to all documents in the review.
This will remove any annotation or fix done on reviewing documents. This API just retry documents and doesn't keep track of annotated fields. Only retries document under review. If the processed document is reviewed again it will have old keys.
Happy Automation!
Last modified 16d ago