Release Notes

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Collector

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Improvements

• Add more error policies to Courtroom Insights connector (requires platform v1.3.113+)

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Collector

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New Features

• Intelligize data connector (requires platform v1.3.105+) — New collector plugin for Intelligize. Import SEC filings, regulatory documents, and compliance data from Intelligize.

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Improvements

• Add more error policies to RubyLaw connector (requires platform v1.3.105+)

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Bug Fixes

• Enabling a connection now tests it first — Enabling a connection runs a connection test against the data source and only activates it if the test passes. A failed test leaves the connection as it was and shows the reason the data source gave, rather than switching it on and leaving you to find out later.
• Primary key selection is kept when saving collection settings — Saving collection settings from the connections panel discarded the primary keys you had chosen. Selections now persist, incomplete filter rows are dropped rather than saved, and an incremental save that references a field that no longer exists fails instead of saving a broken configuration.
• Creating a connection no longer reports a false error — Connection creation could show an error even though the connection had been created successfully.
• Enable and disable no longer act on stale clicks — Repeated clicks on disable no longer send duplicate requests, and closing the enable dialog while its connection test is running cancels the test instead of leaving it going in the background.
• North Central US is available for lakehouse IP access — The region is now selectable in the lakehouse IP access region list.

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Pipelines

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New Features

• Entities flagged for review can be reviewed in place — An entity that has been flagged now shows a banner on its detail page with the reason, letting you activate it directly instead of hunting for its status elsewhere.
• Remove fields from a function source without leaving the dialog — Function source fields can be deleted from within the field editing dialog.
• Reuse a custom field across an entity’s mappings — A custom field defined on one mapping can now be added to the entity’s other mappings from a picker, instead of being recreated by hand on each map. The picker lists the entity’s existing custom fields with each one’s type, lets you add several at once, and rejects names that would duplicate a field already on the entity.

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Improvements

• Publishing a large pipeline no longer times out — Publishing now runs in the background and reports its result when it finishes, instead of failing on pipelines big enough to exceed the request timeout.
• Save can’t be double-submitted — The save bar in the mapping editor ignores repeated clicks while a save is in flight.
• Clearer status wording — “Flagged for review” is now “Flagged” in change history.

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Bug Fixes

• Publishing an entity that fails validation says so — A publish rejected for validation errors failed silently. It now shows the error.
• Unique constraints confirm they saved — Adding or removing a unique constraint now confirms the result, and a failed add keeps the form open with your input rather than discarding it.
• Foreign key targets load on pipelines with many entities — The Target Map selector failed to load on pipelines with more than 200 entities. Targets now load on demand, and the selector also appears for hash and concatenated multi-field foreign keys, which previously offered no target.
• Boolean CASE conditions keep their Then value — Switching a boolean condition from Custom to Value cleared the Then dropdown.
• Editing a source opens straight from adding one — Adding a source now moves directly into its edit dialog instead of closing and requiring a second click.
• Record-scoped pipeline access is honored in the editor — Users granted access to specific pipelines were treated as read-only in the mapping editor and emission views despite having edit rights on those pipelines.

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Access Control

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Bug Fixes

• Create Group reopens after being dismissed — Closing the Create Group dialog with X or Escape prevented it from opening again without a page reload.
• Only rows with exceptions are clickable — Rows showing no exceptions were clickable and led nowhere.
• Granted-permissions detail is readable on the first row — The popover listing granted permissions was clipped on the first row of the matrix, and has been restyled to a light surface to match the rest of the page.
• The permissions page scrolls correctly — Focusing a permission checkbox jumped the page back to the top, and tall permission pages could not be scrolled to the bottom.

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Administration

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Improvements

• Pages no longer flicker on load — Parts of the interface briefly rendered in one state and then switched once configuration finished loading. Pages now render in their final state on first paint.
• Faster job lists — Job views no longer request up to 10,000 rows when filtering to the last 24 hours.

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Bug Fixes

• Switching accounts from the error page signs you out properly — Choosing to switch accounts left the underlying identity provider session active, so you were signed back into the same account. It now signs out fully, and a failed sign-out reports the failure instead of appearing to succeed.
• Instance setup keeps your settings across screens — The settings panel lost its state when moving between onboarding screens mid-setup.

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Collector

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Improvements

• Add more error policies to Entra and Sitecore connectors (requires platform v1.3.100+)
• Support lookup fields for SharePoint Lists connector (requires platform v1.3.101+)
• Support " characters in CourtAlert CSV responses (requires platform v1.3.102+)
• Add error policy to retry Entra collections when batches expire (requires platform v1.3.103+)

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Collector

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Improvements

• Add more error policies to Salesforce connector (requires platform v1.3.94+)
• Cast strings to their length when collecting from sql server sources (requires platform v1.3.95+)
• Iridium view collection optimizations (requires platform v1.3.96+)
• Change UKG Pro date fields to timestamp type (requires platform v1.3.97+)
• Change Courtroom Insights date fields to timestamp type (requires platform v1.3.99+)

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Bug Fixes

• Data source logos keep their shape in the connections list — Logos in the Data Source column are no longer stretched or squashed to fit a square, so wide and tall logos now display correctly.
• UKG Pro connector: Fix nameSuffixCode being set to null in bronze when it is populated in the API (requires platform v1.3.98+)
• Connection type is only asked for when it applies — The Connection Type selector on new connection setup appeared for every data source and offered an “Any” option that filtered identically to Collection. The selector now appears only for data sources that support emission, and “Any” has been removed. Existing connections created as “Any” keep their type when edited, and requesting an emitter on a source that does not support one is now rejected rather than created.

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Pipelines

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New Features

• Failed jobs say why they failed — A pipeline job can fail at the workflow level even when every individual entity finishes, which previously left the results table showing no error at all. Entity Results now shows a banner on jobs that errored, timed out, or were terminated, stating the reason directly rather than leaving you to infer it from an empty table.

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Improvements

• Pipelines open directly to their entities — Opening a pipeline now takes you straight to the Silver entities view instead of an intermediate page of navigation cards. Statistics and change history have moved into side panels reachable from any pipeline view, and the duplicate tab strips have been replaced by the breadcrumb. Running a pipeline is now a button in the pipeline breadcrumb, including the Full Refresh option where the pipeline supports it.
• “Affected Records” is now “Records Processed” — The records column on the pipeline jobs table has been renamed to describe what it actually counts.

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Administration

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New Features

• Refreshed navigation with in-page search and side panels — Home, Connections, Pipelines, Users, and Instance Settings now share a new header built around a dropdown breadcrumb, so you can move between related views without returning to a list first. List pages have gained an in-page header with a search box, result counts, filters, and that page’s primary action; the keyboard shortcut for search still works. Connections and Pipelines also gain panels that slide in from the right — connector fleet health, and per-connection Jobs and Collection Settings on Connections; pipeline Insights and change History on Pipelines — so you can check something without leaving the page you are on. Panels close automatically when you navigate.

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Improvements

• Simplified Navigation Naming — “Data Connections” is now “Connections” and “Data Mapping” is now “Pipelines”.
• Network connections have moved to Instance Settings — Network connection management now sits under Instance Settings alongside the other instance-level infrastructure settings, rather than under Connections. Existing links and bookmarks redirect automatically.
• Copy buttons confirm the copy — Copy actions now show a checkmark briefly after copying. Copying from inside a table row no longer also opens that row, and a copy that fails no longer reports success.

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Collector

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New Features

• UKG Ready Reports connector (requires platform v1.3.92+) — New collector plugin for UKG Ready reports. Collect saved and global reports into the Lakehouse, with incremental loading for reports that expose a date range selector.

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Improvements

• More job statuses available as filters — The status filter on collection jobs and emitter jobs now offers Waiting, Deferred, Timeout, and Terminated alongside Completed, Failed, Running, and Scheduled, so you can isolate jobs in those states directly.
• Add more error policies to Workday Reports connector (requires platform v1.3.93+)

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Bug Fixes

• Introhive collections no longer error on blank key fields (requires platform v1.3.90+) - Introhive resources identified by a combination of fields errored when one of those fields came back empty. Each row now carries a generated identifier, so those rows collect successfully.

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Collector

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New Features

• ExpressRoute network connections — ExpressRoute is an initial release and is not yet Generally Available. It joins VNet Peering and Site-to-Site as a network connection type. You can add one during onboarding or from the network connections list, and it appears in the list with its own type filter. Setup asks for the circuit’s Azure Resource Manager ID and a single-use authorization key from the circuit owner, plus optional address prefixes used for CIDR overlap validation. The connection detail page includes a Circuit Information section explaining where to find each value in the Azure portal, with links to Microsoft’s documentation. On an existing connection the circuit ID becomes read-only and the authorization key is hidden, since each key can only be used once.
• Schedule start times and fixed schedules — Collection schedules now accept an explicit start time, and can be set to run on a fixed configuration rather than a recurring interval. The schedule summary text reflects the start time in your instance’s time zone.
• Connection field validation as you type — Connection parameters that have a required format now validate live while you fill them in, so a malformed value is flagged in the form instead of failing when you save.

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Improvements

• Automated update schedules use your instance time zone — The automated-update schedule in Instance Settings is now read and written in the instance’s configured time zone instead of the browser’s. Schedule edits are also held as a draft until the save succeeds, so a failed save no longer leaves the form showing a value that was never stored.
• Faster collection charts — Collection and emitter job charts now fetch their record counts in a single bucketed request instead of one request per job, which noticeably speeds up loading for connections with a lot of run history.
• Double-precision fields supported in resource fields — Resource field tables now recognize and display the double numeric type.
• Page size and cursor field selectors render correctly — The page-size and cursor-field dropdowns in Collection Settings now populate their options; previously they could render empty.
• Improve reliability of large Courtroom Insights collections (requires platform v1.3.78+) - Rate-limited requests now retry automatically with backoff, large exports have a longer download timeout, and big tables stream in batches to keep memory flat and avoid out-of-memory failures.

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Bug Fixes

• Passwords accept the full character set — Password and secret fields no longer restrict input to ASCII-only characters, so credentials containing other characters can be entered as-is.
• Collection start time displays correctly — The interval picker now shows the configured start time instead of defaulting to a placeholder value.
• Resource rows stay on screen when you cancel navigation — Declining the unsaved-changes prompt while leaving the Resources page no longer leaves the table blank behind two stranded spinners; your rows stay rendered.
• Collect invalid Courtroom Insights date values as null instead of failing (requires platform v1.3.78+) - Unparseable date and time values (such as all-zero dates) in nullable columns are now stored as null rather than erroring the collection.

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Pipelines

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New Features

• Sync mapping configuration between pipelines — Pipeline Sync is an initial release and is not yet Generally Available. You can now move a pipeline’s mapping configuration into another pipeline instead of rebuilding it by hand. From the pipelines list, ⋮ → Manage → Sync pushes the selected pipeline’s entities, fields, sources, and joins into a target pipeline of your choice. The source pipeline is never modified, and only mapping configuration moves — never data.
• Three sync strategies — Every sync asks how much of the source to bring across. Overwrite makes the target an exact copy of the source and deletes target-only mappings. Overlay applies the source’s additions and changes and never deletes. Merge walks you through every difference so you can accept or reject each one individually.
• Single-entity sync — The ⋮ menu on any entity row inside a pipeline layer can sync just that entity into another pipeline, using the same target picker, strategies, and reason field. Single-entity sync replaces that entity’s fields and sources and never deletes the entity itself.
• Merge review wizard — Choosing Merge opens a step-by-step review that shows only the entities that actually differ, one at a time. Every difference is a toggleable row tagged Add, Update, Remove, or Unchanged, grouped by the part of the entity it belongs to. Nothing is applied until you commit — either one entity at a time or all at once — and a searchable Jump to entity picker plus a reviewed-count means you can work through a large sync without paging in order.
• Sync from main — ⋮ → Manage → Sync from main opens the same dialog with the direction reversed: main is the source and the pipeline you started from is the target. This is the one-step way to reset a test pipeline that has drifted from production.
• Read-only entity and pipeline diff — Manage → Diff on a pipeline, and Diff on an entity row, compare against a target and change nothing. Both step through the same per-entity walkthrough as the Merge wizard, so you can answer “what’s actually different between test and production right now?” before deciding whether to sync at all.
• Optional publish after syncing — A sync updates mapping configuration but does not change what the target is currently running. The dialog now carries a Publish the target pipeline after syncing checkbox (off by default) that publishes immediately after the sync is saved, with the tradeoff stated inline. If the sync succeeds but the publish fails, the sync is still saved and the banner says so explicitly — publishing again is the fix, with no need to re-sync.
• Per-entity sync results and change history — Every sync reports each entity as Changed, Unchanged, or Skipped, with a reason, and opens a Sync Result window when something needs attention. A required Reason for Sync is recorded against every changed entity in the target’s change history alongside your user and timestamp, so a sync is reviewable and revertible after the fact.
• Required sources — The Add Source wizard and Source Edit dialog now offer a Required option, so you can mark a source as mandatory for the entity mapping.
• Custom filter on the entity list — The entity list now has a Custom column and filter, so you can separate custom entities from standard ones at a glance.

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Bug Fixes

• View button appears for catalog queries — The View button for a catalog query now reads its SQL from the runtime cache, so it appears when it should instead of staying hidden.
• Pipeline name validation explains the problem — Creating or duplicating a pipeline with a name that generates an invalid key (one that starts with a number, or is too long) now shows exactly what’s wrong and what the generated key would be, instead of failing on save.
• Add Source wizard resets cleanly — Closing the Add Source wizard now clears the Required setting, so it doesn’t carry over the next time you open it.

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Administration

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Improvements

• Faster page loads on long-lived sessions — Sessions that had been open for a while were triggering a token refresh on nearly every request, adding noticeable latency to each page load. Refreshed credentials are now cached server-side, bringing response times back to normal.

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Bug Fixes

• Client log payloads sanitized — Diagnostic logs sent from the browser now have their payloads sanitized and are stamped with a verified identity before being recorded.

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Collector

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Improvements

• Optimize parallelism when there are no chunking keys (SQL collections) (requires platform v1.3.70+)
• Change Dayforce date fields to timestamp type (requires platform v1.3.71+)
• Change Dayforce Reports date fields to timestamp type (requires platform v1.3.72+)
• Change __sys_ingest_ts value to reflect when the record got written to bronze table (requires platform v1.3.75+)

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Bug Fixes

• Convert invalid date values to null instead of erroring collection (requires platform v1.3.74+)

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Collector

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New Features

• SurveyMonkey data connector (requires platform v1.3.62+) - New collector plugin for SurveyMonkey, the online survey platform. Collect surveys, survey responses and designs, collectors, and contacts into the Lakehouse, with incremental loading for responses.

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Improvements

• Change DealCloud float fields to double type (requires platform v1.3.63+)
• Ensure Intapp Intake API discovery returns resources with unique names (requires platform v1.3.66+)
• Lower concurrency for Intapp Intake API/add error policies (requires platform v1.3.68+)
• Ensure all Dayforce sub-resources have a __sys_id field (system generated primary key) (requires platform v1.3.69+)

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Collector

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Improvements

• Introhive data connector now supports incremental loading (requires platform v1.3.54+)
• Change DealCloud date fields to timestamp type (requires platform v1.3.55+)
• Connection parameters get merged on connection update (requires platform v1.3.58+)

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New Features

• Intapp Terms data connector (requires platform v1.3.54+) - New collector plugin for Intapp Terms, Intapp’s client-obligation management platform. Collect outside counsel guidelines, client terms of business, and billing obligations into the Lakehouse.
• Ideate data connector (requires platform v1.3.54+) - New collector plugin for collecting tables and views from an Ideate SQL Server database into the Lakehouse.

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Collector

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Improvements

• Add matter id to SALI values (via Index.io connector) (requires platform v1.3.53+)

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Collector

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Improvements

• Add hierarchies to NAICS/SALI values (via Index.io connector) (requires platform v1.3.44+)
• Retry transient errors in Lead Forensics test connection (requires platform v1.3.47+)
• Use OData protocol for SiteCore connector pagination (requires platform v1.3.49+)
• Add more error policies to SiteCore and DealCloud connectors (requires platform v1.3.50+)
• Add support to SQL connections with spaces in the username/password (requires platform v1.3.51+)

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Collector

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New Features

• Emitter (requires platform v1.3.39+) - Emitter is now available to everyone. It can be found in pipelines under the emission tab.
• OneDrive data connector (requires platform v1.3.37+) — New collector plugin for integrating with Microsoft OneDrive.
• Intapp Conflicts data connector (requires platform v1.3.38+) - New collector plugin for integrating with Intapp Conflicts.

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Improvements

• Improve error handling for Dayforce Reports connector (requires platform v1.3.33+)
• Discover Media endpoint in RubyLaw connector (requires platform v1.3.35+)
• Ensure “null” strings get collected as null for CourtAlert connector (requires platform v1.3.36+)
• Resource name shown on the Collection Settings header — The Collection Settings dialog now shows the resource name and key (e.g. BLT_BILLM) in its header, so you can confirm at a glance which resource you’re editing.
• New Cisco Meraki endpoints supported (requires platform v1.3.40+) — A new version of the OpenApi spec is being used by the Meraki connector, more endpoints are available for collection.

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Pipelines

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Improvements

• Clearer error messages when a save can’t be completed — When the mapping editor can’t save your changes (invalid entity name, leading or trailing spaces, duplicates, etc.), the dialog now shows the specific reason — for example, “A pipeline with that name already exists” — instead of a generic “Save failed” message that hid what went wrong.

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Bug Fixes

• Clear notice when a resource has no available fields — In the Add Source wizard and Source Edit dialog, picking a resource that doesn’t have any fields yet now shows an inline amber notice with a link to that connection’s Fields page, and the Continue / Confirm button is disabled until the issue is resolved. Previously the dialog would accept the empty selection and the mapping would fail later on Save.
• NULL option for Boolean values in the CASE editor — When building a CASE expression for a Boolean trait, the THEN result and default-value pickers now offer NULL alongside True and False, so you can express a tri-state outcome without a workaround.
• Removing a source from a field clears it completely — Removing the source on a mapped field now also clears any leftover references that pointed to it. Previously, a leftover empty reference could remain behind and cause the next Save to fail with a confusing validation error.

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Emitter

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Improvements

• Single Resource Emission (requires platform v1.3.39+) - You may now choose specific resources to emit

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Bug Fixes

• Addressed an issue where an emission would incorrectly send an empty table to the destination

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Administration

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Improvements

• Time zone list sorted by UTC offset — The time zone selector in Instance Settings now orders entries by UTC offset (UTC-12 → UTC+14) instead of alphabetically, so you can find your offset faster.

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Bug Fixes

• Onboarding sends you to the step you’re actually on — If you open an onboarding URL for a step that’s ahead of where your account actually is, the app now redirects you to your current step instead of stranding you on an out-of-order page.
• Revoked sessions are sent back to the sign-in screen — If your session has been revoked (for example, an admin signed you out remotely), the next page load in your browser will now send you to the sign-in screen instead of continuing with a stale signed-in view. Signing out also now invalidates your session on the server side, so a copy of your session cookie can’t be used to make further requests after you’ve logged out.

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New Features

• Lead Forensics data connector (requires platform v1.3.26+) — New collector plugin for integrating with Lead Forensics.

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Improvements

• Improve error handling in collector system (requires platform v1.3.31+)
• Improve OpenAPI spec discovery for Dayforce connector (requires platform v1.3.32+)

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Collector

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New Features

• Intapp Time data connector (requires platform v1.3.25+) - New collector plugin for integrating with Intapp Time.
• iManage SPM data connector (requires platform v1.3.25+) - New collector plugin for integrating with iManage SPM.

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Improvements

• Collector infrastructure change (requires platform v1.3.27+) - Use container app jobs for data collection process (instead of container apps).
• UKG Pro updates (requires platform v1.3.25+) - Added support for multiple v2 endpoints.

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Collector & Emitter

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New Features

• Workday Reports data connector (requires platform v1.3.19+) - New collector plugin for integrating with Workday Report-as-a-Service (RaaS).
• Intapp Intake API data connector (requires platform v1.3.15+) - New collector plugin for integrating with Intapp Intake API.
• Password / Passwordless auth option on connector setup — Connection setup forms now expose a Password / Passwordless choice for connectors whose authentication template includes the Password option, letting users opt into passwordless flows where the connector supports it.
• Sortable column headers on jobs tables — Collection and pipeline jobs tables now support click-to-sort on Timestamp, Total Records, Total Bytes, Records/sec, Duration, and Resource columns. The active sort is preserved across auto-refresh, page changes, and filter updates so the order doesn’t snap back to server order under the user.
• Empty-state label on the users table — The users list now shows a “No users found” empty state instead of an empty table when there are no users to display.

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Improvements

• Use correct silver queries in index.io data connector (requires platform v1.3.23+)
• Improve error handling on Oracle connector (requires platform v1.3.14+)
• Faster page loads across the Connections area — The connections list, connection detail, Auth, Collection, Emission, Resources, and Fields pages all load noticeably faster.
• Filters and search stick around as you navigate between Resources and Fields — On a connection’s Resources and Fields pages, your active filters and search query are now preserved when you switch between the Nested Resources and Fields tabs, paginate, or navigate away and come back. Each resource keeps its own field-level filters so they don’t leak between resources, and the URLs are shorter.
• Settings menu now works on resources awaiting input — On a brand-new connection, the three-dot collection-settings menu on each resource row is now usable for resources in an Input-Needed state, instead of appearing greyed out until the connection is fully set up.
• Collection Settings modal protects unsaved edits from accidental dismissal — Clicking outside the Collection Settings modal no longer silently closes it and discards your pending edits. Closing now goes through the Close (X) button, which prompts you to save or discard if there are unsaved changes.

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Bug Fixes

• “Total Rows Affected” chart title on the Collection page no longer shows “NaN” — When the time-range query in the URL was malformed (e.g. an old bookmark or a hand-edited URL), the chart title on a connection’s Collection page previously read “Total Rows Affected (Last NaN Days)”. The title now falls back gracefully instead.
• “Collect” button no longer flashes on screens that can’t collect — When navigating to a nested resource, the action button no longer briefly appears for the previous parent before its data resolves.
• Type-diff modal closes cleanly and the banner dismisses with it — After acting on type changes, the modal now shows a success state with a Close button, the yellow “needs input” banner on the resource hides for the session, and reopening the modal works as expected.
• Inactive connections appear in the connections list — The connections list and search now include connections with an Inactive status alongside Active and Error, instead of silently filtering them out.

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Pipelines

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New Features

• “Any” toggle and clearable foreign key on Target Map — The field/trait editor’s foreign-key Target Map now has a clearable selector and a new “Any” toggle. Turning Any on lets the field match any map of the related entity instead of requiring one specific map. For new fields with a foreign key, Any is on by default.
• Choose a direct mapping source while creating a new field — The New Field dialog now offers an inline searchable picker to wire the field directly to one of the canvas’s mapped source fields at creation time, eliminating the separate drag step. Existing multi-source and expression paths are unchanged.
• Catalog query Key surfaced as a read-only field — Create and Edit catalog query dialogs now display the auto-generated Key as a visible disabled input with an explicit note that it cannot be changed after creation.
• Warning when editing a catalog query with dependent entities — Editing a catalog query that has dependent entities now shows a yellow callout reminding the user that downstream entities will need to be republished.
• “Use Sequence ID” toggle on emitter setup — The New Emission and Edit Emission dialogs now expose a Use Sequence ID toggle (on by default). When on, the emitter swaps primary-key and foreign-key columns to the source’s bigint sequence ID instead of the entity UUID, so outbound records carry the smaller integer key where applicable.

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Improvements

• “expression” label on custom-expression source nodes in the editor canvas — Source nodes carrying a custom expression now show an italic “expression” label in place of the underlying type, making custom-expression refs visually distinct from direct field refs in the mapping editor.
• Cleaner mapping error message for label vs. name collisions — When the mapping backend rejects a save because a value is already in use, the surfaced message now specifies whether the collision is on display label or attribute name, instead of one ambiguous “duplicate” message.
• Long-text cells clamp consistently and only show a tooltip when truncated — Description and other long-text columns across pipelines, schedules, catalog queries, and entity lists now share one clamped-cell behavior: two-line truncation, no tooltip when the text fully fits, a width-capped tooltip when it doesn’t, and proper horizontal-overflow detection. The pipeline list also stays column-aligned between Production and Test tables.
• Tables scroll horizontally on small viewports instead of clipping — The shared table now scrolls horizontally when content exceeds the viewport rather than silently cutting off the right-most columns.

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Bug Fixes

• Mapping editor “Unsaved changes” bar accuracy — The floating Unsaved changes bar now reflects actual unsaved state in every flow: it no longer reappears on hard reload when nothing has changed, reopening the entity edit modal after Save now shows the latest description instead of stale text, and reverting an edit back to its original value now clears the bar in the same session without requiring a reload.
• Expired sessions in pipeline routes redirect to sign-in instead of showing a 500 — Authentication errors thrown deep in the call stack are now rethrown through the auth-redirect helper before reaching the generic 500 logger, so an expired session redirects to login instead of producing an opaque server error.

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Administration

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Improvements

• Real-time validation on the S2S Gateway IP — The Gateway IP field on Site-to-Site VPN setup now validates as you type, not only on blur, so format errors appear immediately. CIDR-style entries (e.g. 1.1.1.1/32) are now correctly rejected for this field.
• Site-to-Site Local Network Addresses require CIDR notation — The Local Network Addresses field on Site-to-Site VPN connections no longer accepts bare IP addresses; entries must use CIDR notation (e.g. 192.168.1.1/32). The placeholder and error message have been updated to reflect this.
• SA Lifetime validation aligned across S2S surfaces — The IPsec SA Lifetime fields on the post-setup S2S edit form now apply the same range rules as the onboarding form: SA Lifetime (KB) accepts 0 or values between 1,024 and 2,147,483,647, and SA Lifetime (seconds) requires a value between 300 and 2,147,483,647.
• Managed identity name updates when the instance key loads — On the subscription-setup step, the id-{instance}-{env}-core managed-identity name now reactively rebuilds when the instance key arrives from the live API call. Previously, sessions with a blank key alias rendered a stale id--p-core.

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Bug Fixes

• “Previous step” no longer spins during onboarding — Clicking “Previous step” during onboarding (notably from the Settings step) now navigates cleanly. The background revalidation poll is paused for the duration of the navigation so it can no longer preempt the in-flight transition and trap users on the current page.

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Collector

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New Features

• Wordpress data connector (requires platform v1.3.8+) - New collector plugin for integrating with Wordpress.
• Piwik Pro data connector (requires platform v1.3.8+) - New collector plugin for integrating with Piwik Pro.
• Introhive data connector (requires platform v1.3.7+) - New collector plugin for integrating with Introhive.

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Improvements

• Introhive data connector optimizations (requires platform v1.3.9+) - Optimize collections for Introhive data connector.
• Introhive data connector incremental load (requires platform v1.3.10+) - Fix incremental load for Introhive data connector.
• RubyLaw incremental loads (requires platform v1.3.7+) - Added support for incremental collection in the RubyLaw data connector, reducing load times and resource usage for ongoing data collection.

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Collector

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New Features

• Site-to-Site VPN configuration (requires platform v1.3.0+) - When creating or editing an S2S connection, choose the IKE version (IKEv1 or IKEv2), configure IKE Phase 1 / IPsec policy details (encryption, integrity, DH group, PFS group), set the gateway IP, and manage address prefixes with per-entry CIDR validation.
• VNet peering options (requires platform v1.3.0+) - VNet connections support a multi-entry Remote Address Space CIDR list with inline duplicate and CIDR validation, plus Allow Forwarded Traffic, Allow Gateway Transit, and Use Remote Gateways toggles, now visible as read-only in view mode.
• Manage network connections after setup - A new Network Connections area lets you view, add, edit, and delete VNet peering and Site-to-Site (S2S) VPN connections to your instance, filter the list by connection type, and see a live status badge (Connected, Disconnected, Pending, Not Found) for each. Reachable from a card in instance settings and a dedicated connections page.

​

Improvements

• Lower parallelism for data collection of SQL views (requires platform v1.2.180+) - reduced database load during SQL view collection.
• Deployment progress feedback - Saving, creating, or deleting a network connection now shows a “Deploying Changes” screen and polls for completion in the background, so you can see when infrastructure changes are still applying.
• Accurate per-connection status - Connection status is matched to the specific connection, and unknown statuses render with a clearer badge.

​

Bug Fixes

• At least one connection is now required; deleting the last remaining connection is blocked with an explanation.
• Connection save failures now show the specific server error instead of a generic message.
• VNet connections now require at least one valid Remote Address Space CIDR before saving.
• Deleting a connection now targets the correct instance, fixing failed deletions.

​

Collector

​

Improvements

• Change Created and Updated SiteCore fields to timestamp (requires platform v1.2.174+).

​

New Features

• IQ data connector (requires platform v1.2.176+) - New collector plugin for integrating with LexisNexis IQ to collect relationship intelligence — contact scores, interaction history, and the signals IQ derives from your firm’s communications.
• InterAction data connector (requires platform v1.2.176+) - New collector plugin for integrating with LexisNexis InterAction CRM to collect contacts, companies, activities, and relationships.

​

Pipelines

​

New Features

• Production mapping edit access — Production pipeline mappings can now be made editable for specific users without requiring full admin privileges.

​

Improvements

• Pipeline key length validation — Creating or duplicating a pipeline now shows a clear inline error when the auto-generated key exceeds 20 characters, preventing unclear backend rejections.
• “Display Fields” label — The Governance tab button previously labeled “Display Traits” now reads “Display Fields” to match the modal it opens.

​

Bug Fixes

• Fixed saving trait details on a multi-ref field silently destroying the multi-ref source configuration.
• Fixed the “Update Expression” button remaining clickable during the validation debounce window.
• Fixed mapping filter scoped property being lost when filters were cloned or grouped.
• Fixed emission trigger hanging until the 45-second timeout — triggering an emission now shows immediate feedback.

​

Collector

​

New Features

• Salesforce data connector (requires platform v1.2.167+) — New collector plugin for integrating with Salesforce CRM. Collects standard and custom SObjects via Bulk API 2.0.
• Versioned History (No Deletes) load strategy (requires platform v1.2.167+) — A new data retention option that preserves historical versions of records without tracking deletions. Ideal for sources that reuse, archive, or filter records in ways that would otherwise produce false deletions.

​

Improvements

• Separate connection and collection status columns — The connections list table now shows two distinct status columns: “Connection Status” and “Collection Status”, making it clear whether the connection itself is active versus whether data collection is running.
• Collection scheduling uses instance timezone — Collection schedule times are now calculated and displayed using the instance timezone instead of the browser’s local timezone, with correct DST adjustments for future occurrences.
• Access Control tab visible on inactive connections — The Access Control tab is now shown (grayed out with a tooltip) on inactive connections instead of being hidden entirely, so users know the feature exists.
• Inactive connection safeguards — Inactive connections now redirect to the auth page, disable the “Refresh Source Schema” button, and block discovery API calls. The Resources tab is disabled while the Collection tab remains accessible so users can re-activate collection.
• Connector setup documentation link — The new connection page now shows a link to connector-specific setup documentation for all connection types.

​

Bug Fixes

• Fixed a platform issue where collection queries could fail during authentication token refresh (requires platform v1.2.167+).

​

Access Control

​

Improvements

• Subject filter entity selector — Access control rule filters now include an entity type selector on Subject filters with a confirmation prompt when switching entity types on rules that already have conditions.

​

Administration

​

New Features

• Instance timezone setting — A new Timezone card on the Instance Settings page lets administrators set the instance-wide timezone used for collection scheduling and other time-sensitive displays.

​

Improvements

• Default dataset protected from deletion — The default dataset row in the Manage Maps modal no longer shows a delete button, preventing accidental removal.

​

Bug Fixes

• Fixed a server-side rendering crash (500 error) on the onboarding setup wizard Step 1 page.
• Fixed action dropdown menus (connections, emitters, schedules, access control) that could get stuck open or fail to close.
• Fixed stale page titles persisting when navigating between pages.
• Fixed mapping editor polling silently failing — after 3 consecutive sync failures, a warning banner now appears and saves are blocked until the page is reloaded.

​

Collector and Emitter

​

Improvements

• Set default to XS Databricks Compute for Emissions (requires platform v1.2.157+)

​

Collector and Emitter

​

New Features

• Intellistat data connector (requires platform v1.2.152+) - New collector plugin for integrating with BigHand Intellistat to collect financial performance metrics, matter analytics, and utilization data.
• Activate / deactivate connections — Each connection in the connections list now has a three-dot menu with Activate and Deactivate actions, and inactive connections are now shown in the list rather than hidden.

​

Improvements

• Validate parquet files before loading into bronze table (requires platform v1.2.154+)
• Increase job timeouts for v2 pipeline scripts (requires platform v1.2.153+)
• Support encryption on SQL connections (requires platform v1.2.151+)

​

Pipelines

​

New Features

• Dataset count badge on the mapping editor’s dataset selector — The dataset selector in the mapping editor now shows a count badge for the number of additional datasets mapped to the entity, making multi-dataset coverage visible at a glance without opening the dropdown.
• Entity change history tab — Entity detail pages now have a Change History tab showing a paginated, action-tagged audit trail of edits to that entity (including a new Reset action).
• Required change comments — Saving an entity change now prompts for a brief change note that is recorded alongside the history entry.

​

Bug Fixes

• Case builder preview: type-aware literals — Boolean and numeric values in WHEN/THEN preview lines are no longer wrapped in quotes; the preview now respects the trait’s inferred type.
• Case builder preview: dialect prefix stripped — Raw dialect prefixes are no longer shown in the WHEN/THEN preview lines of case-mapped fields.
• Stale primary-key identifier line on rebuild — Rebuilding an entity no longer leaves behind a ghost primary-key identifier annotation from the previous build.

​

Administration

​

Improvements

• Dismissible toast notifications — Success and error toasts can now be dismissed manually instead of waiting for the auto-close timeout.

​

Collector and Emitter

​

New Features

• Oracle data connector (requires platform v1.2.146+) - New collector plugin for integrating with Oracle databases.

​

Improvements

• Added more logs to SiteCore data connector (requires platform v1.2.143+)

​

Collector and Emitter

​

Improvements

• Updated Emitter to more gracefully clean up failed jobs

​

Bug Fixes

• Resource deletion mode default — Resource-level collection settings now default the deletion mode dropdown to “Inherit from Connection” rather than appearing empty when no explicit value is set. Added a “Select deletion mode” placeholder for clarity.

​

Collector

​

Improvements

• Updated Emitter to limit emission of global id tables to actual changes
• UKG Ready field type changes (requires platform v1.2.137+) - Changed ID field types from INT to BIGINT.

​

Bug Fixes

• Fixed an issue where emission records were skipped if they were previously emitted, deleted, and re-emitted.

​

Collector

​

New Features

• Cursor field change detection — When a resource’s incremental cursor field is removed from the source schema, a new modal prompts users to select a replacement cursor field or switch to full load.

​

Improvements

• Nexl OData pagination (requires platform v1.2.135+) - The Nexl data connector now uses OData nextLink pagination.
• Data source browser height — The data source browser in the Add Source wizard now fills the full available modal height, making it easier to browse large source trees.

​

Bug Fixes

• Fixed duplicate breadcrumb entries when navigating connection resource hierarchies.
• Fixed flat resources opening an empty nested view instead of navigating to the resource detail page.
• Fixed unnecessary re-discovery requests when returning from collection or authentication pages.
• Fixed nested resource loading completing prematurely before child data was fetched.

​

Pipelines

​

New Features

• Emitter details modal — View emitter metadata including source schema, trigger type, and plugin parameters from the emission page.
• Full refresh pipeline runs — v2 engine pipelines now have a “Full Refresh” option in the run dropdown menu.
• Entity list filters — Filter entities by status (Active, Archived, Needs Review) and deployment status (Deployed, Not Deployed). The list now defaults to Active and Needs Review.

​

Improvements

• YAML save error details — YAML mapping save errors now display the specific error message instead of a generic failure notice.
• Emitter chart padding — The emitter jobs chart now includes right-side padding so the most recent data point is fully visible.
• Emitter action permissions — Emitter action menus are now permission-gated: read-only users see only Details, while edit users see all actions.
• Node status copy — Node and job status badges now display a “Click to copy” hint and copy the status to clipboard on click.

​

Bug Fixes

• Fixed entity lineage graph not updating when switching to the Lineage tab after making changes in the mapping editor.
• Fixed validation error “Locate” not navigating to the correct source or trait node in the mapping editor.
• Fixed validation modal appearing for internal-only errors not relevant to users.
• Fixed TagInput crash when duplicate tag values are entered.
• Fixed dual loading flash on the pipelines list screen.
• Fixed tables across the app not resetting to page 1 after data changes, search, or sort.

​

Access Control

​

Bug Fixes

• Fixed the Test Permissions modal not loading entities or resources correctly. Entity selection is now filtered to relevant entity types, and resources load with proper pagination.

​

Administration

​

Bug Fixes

• Fixed duplicate firewall policies being allowed. Adding a policy with the same name and type as an existing one now shows an error.
• Fixed login URL construction failing on malformed data.
• Fixed form data extraction treating empty string values as missing required fields.
• Fixed cookie parsing crashes on malformed session data.

​

Collector

​

New Features

• Fabric Lakehouse Plugin (requires platform v1.2.134+) - New collector plugin for integrating with Microsoft Fabric Lakehouse.

​

Improvements

• Support foreign key discovery for SQL data sources (requires platform v1.2.133+)

​

Collector

​

New Features

• Microsoft Dynamics CRM plugin (requires platform v1.2.131+) - New collector plugin for integrating with Microsoft Dynamics CRM.

​

Bug Fixes

• Fixed an arithmetic overflow issue in SQL connections.
• Fixed a datatype mismatch in Emitter.

​

Collector

​

New Features

• Mailchimp plugin (requires platform v1.2.124+) - New collector plugin for integrating with Mailchimp.
• Entra Service Principal authentication - Azure SQL Server and Fabric connections now support Entra Service Principal as an authentication method, with options for Client Secret or Client Certificate credentials.

​

Improvements

• Support for Collection from Fabric - (requires platform v.1.2.129+) Added support for collection from Fabric SQL and Fabric Warehouse connections.
• UKG Ready plugin changes (requires platform v1.2.126+) - Added more resources to UKG Ready collector plugin.
• VNet Check Connection always available - The Check Connection button is now shown for VNet connections even when status is already Connected, allowing re-validation at any time.

​

Pipelines

​

New Features

• Mapping experience v2 - The mapping editor has been redesigned with a guided source setup, inline editing, and improved visualization.
  • Source wizard - Step-by-step guided flow replaces the previous source setup panel
  • Inline entity and trait editing - Edit entities and traits directly from the canvas via click or right-click
  • Visual identifier links - Visual indicators show how sources are linked through shared identifiers
  • Composite key visualization - Composite key relationships are now visualized in the mapping graph
• Prefill trait name from source field - When mapping a source field to a new custom trait, the trait name is automatically prefilled from the source field name.

​

Improvements

• Consistent “trait” terminology - Standardized UI naming from “field” to “trait” across the mapping editor for consistency.
• Emitter job sorting - Emitter jobs are now sorted by affected records count for easier prioritization.
• Scheduled job filtering - Collection jobs can now be filtered by scheduled date with future date ranges (Next 24h, Next 7d) and a clear button on search.

​

Bug Fixes

• Fixed resource tab switching between nested resources and fields.
• Fixed a crash when managing nested resources.

​

Access Control

​

Bug Fixes

• Fixed incorrect access control tooltip message.

​

Administration

​

Improvements

• Improved network connection language - Updated Site-to-Site casing, improved whitelisting descriptions, and added View Details for VNet and Site-to-Site connections when CIDR ranges are configured.
• VNet Gateway IPs in tunnel config - VNet Gateway IPs are now displayed directly in the Site-to-Site tunnel configuration dialog.
• Firewall Policies now generally available - The Firewall Policies page is now available to all users. The legacy firewall rules tab has been removed.

​

Bug Fixes

• Fixed API endpoints returning incorrect error responses for invalid requests.
• Fixed save bar not centering correctly on screen.

​

Collector

​

New Features

• Delimited File - AZ Blob plugin (requires platform v1.2.123+) - New Collector plugin for reading files from Azure Blob storage.
• 3E Xcelerate plugin (requires platform v1.2.119+) - New collector plugin for integrating with 3E Xcelerate.

​

Improvements

• Zoom plugin field type changes (requires platform v1.2.122+) - Changes ‘meeting_id’ and ‘id’ fields to ‘big int’ type for zoom resources.
• Emitter update (requires platform v1.2.120+) - Fix for an issue where Emitter would timeout after retrying.
• Improved timeout handling during container resize - Timeout behavior has been updated to better handle scenarios where compute containers are actively resizing, reducing job failures caused by transient resize delays.

​

Collector

​

New Features

• Name filter search - Added name filter search for connections, resources, and collections.

​

Improvements

• Connection parameter upserts (requires platform v1.2.115+) - Added id to connection parameter for upserts.
• Cross table incremental pulls for Aderant tables (requires platform v1.2.114+) - Added logic to incrementally collect data from Aderant using other tables’ LAST_MODIFIED value.
• Log ADP correlation-ID on failures (requires platform v1.2.113+)

​

Bug Fixes

• Fixed duplicate resource loads occurring before filters restore.
• Fixed connection update failing after a previous failed attempt.

​

Pipelines

​

New Features

• Auto Pipeline Engine (requires platform v1.2.113+) - The Pipelines platform now supports a new “Auto” pipeline which greatly enhances pipeline execution. This new pipeline engine is now live, but will be slowly rolled out as needed to existing pipelines.
  • Faster Pipeline Execution
  • Fewer Intermediate Tables and Steps
  • Enhanced Observability into Pipeline Runs
  • Intelligent Compute Selection for Improved Performance & Stability
• Mapping validation UI - Added mapping validation with modal and visual feedback for improved error visibility.
• Custom expressions in case statements - Case statements now support custom SQL expressions for more flexible data transformations.
• Centralized SQL expression helpers - SQL expression helpers are now centralized with alias suffix support.
• Custom query sources in mapping editor - Custom query sources are now visible and editable directly in the mapping editor.

​

Improvements

• Updated View SQL button - Replaced View SQL icon with outlined text button and updated modal title for better clarity.
• Improved suggested fields UX - Cleaned up suggested fields experience in custom expression modals.
• Decouple Emissions tab from Statistics tab - Emissions tab now operates independently from Statistics tab logic.
• Enhanced and specific validation errors in the mapping editor - Validation errors for data mappings are now specified and made easily addressable in the mapping editor UI.
• Pipeline job details & history - View the execution details of specific jobs running in data pipelines, tracking when they ran, for how long, and how much data was processed.
• Faster pipeline deployment - The pipeline deployment process has been optimized, yielding noticeably reduced times to deploy mappings.

​

Bug Fixes

• Fixed expression editor updates not saving correctly.
• Fixed read-only default value display for custom expression sources.
• Fixed dropdown stacking order issue in edit field modal.
• Fixed custom entities not available for foreign key selection in mapping.
• Fixed single quote escaping in SQL expression helpers.
• Fixed spaces being allowed in expression alias field.
• Replaced unreliable Monaco decoration placeholder with HTML overlay.

​

Access Control

​

New Features

• Prerequisite checks for access control - Added prerequisite validation checks for access control features.
• Read-only access control entities - Access control entities are now read-only and cannot be deleted for improved data integrity.

​

Administration

​

Improvements

• Streaming skeleton loading states - Added streaming skeleton loading states on homepage and instance settings for improved perceived performance.
• Homepage performance optimization - Optimized homepage performance with lazy cookie reading and component reuse.

​

Bug Fixes

• Fixed multiple 3-dot menus opening simultaneously.
• Fixed repeated prefetch in CreateGroup modal.
• Resolved Svelte 5 reactive loops in MultiRef components.
• Fixed MultiRef reactivity issue showing stale data.

​

Collector

​

New Features

• UKG Pro plugin (requires platform v1.2.111+) - New collector plugin for integrating with UKG Pro HCM.
• Nexl plugin (requires platform v1.2.110+) - New collector plugin for integrating with Nexl CRM.

​

Improvements

• Improve SQL to arrow timestamp conversion (requires platform v1.2.110+) - Date and time SQL types now convert more accurately, resulting in more reliable date and time data across pipelines.

​

Collector

​

New Features

• Dayforce plugins (requires platform v1.2.107+) - New collector plugins for integrating with Dayforce and Dayforce Reports.

​

Improvements

• Microsoft SQL Server error detection improvements (requires platform v1.2.108+) - Added support for more Microsoft SQL Server error codes.
• Databricks compute (requires platform v1.2.106+) - Databricks serverless startup and shutdown times have been adjusted to further optimize Databricks serverless cost for the Lakehouse.

​

Bug Fixes

• Fixed an issue where collection jobs processing no records on first load could fail unexpectedly

​

Pipelines

​

New Features

• Custom expressions in source identifiers - Identifier fields in the mapping editor now support custom SQL expressions in addition to simple field selections. Users can mix and match field picks and custom expressions across multiple identifier rows.

​

Improvements

• Connection highlighting in the mapping graph - Hovering over a node in the mapping editor now highlights all of its connections while dimming unrelated elements. Clicking a node or edge locks the highlight in place, making it easy to trace data flows in complex mappings.
• Editor-level data catalog caching - The data catalog is now fetched once when the mapping editor opens and shared across all components, eliminating redundant loading when working with multiple sources in the same session.
• Pipeline, emitter, and collection charts upgraded - All job history charts have been migrated to a new charting library with cleaner rendering, full date/time tooltips, and better performance. Removes visual glitches from the previous charting library.
• Simplified field selector loading - The source field selector modal now uses the shared catalog cache, resulting in faster load times when opening field selectors for sources you’ve already worked with.
• Cleaner identifier field management - The primary and target identifier sections now use a row-based UI with explicit add/remove controls, replacing the previous multi-select dropdowns.

​

Administration

​

New Features

• Unified charts: Consolidated chart components to a single Chart.js implementation across collections, pipelines, and emitter jobs.

​

Bug Fixes

• Fixed white screens/blank pages when sessions expire — users are now silently re-authenticated and returned to their original page.
• Fixed memory leaks and timeouts in onboarding polling components; extended compilation timeout from 30s to 90s.
• Fixed UI getting stuck on nested tabs when parent resource fetch fails.

​

Collector

​

New Features

• CompuLaw plugin (requires platform v1.2.104+) - New collector plugin for integrating with Aderant CompuLaw

​

Improvements

• Incremental load support for Microsoft Graph plugin (requires platform v1.2.103+)

​

Pipelines

​

Improvements

• Databricks Metastore Management (requires platform v1.2.105+) - Subscription data plane Azure Managed Identity can now effectively manage Entegrata pipeline creation, monitoring and maintenance within the Azure Databricks workspace.

​

Collector

​

New Features

• Visual indicator for inactive connection schedules - Connection schedules now display a clear indicator when they are inactive, making it easier to identify paused or disabled collection jobs at a glance.
• Last discovered date display - The auto-update toggle now shows the last discovered date below it, providing visibility into when resources were last refreshed.
• Courtroom Insights plugin (requires platform v1.2.98+) - New collector plugin for integrating with courtroom insights data systems.
• NetDocuments plugin (requires platform v1.2.98+) - New collector plugin for integrating with NetDocuments document management systems.
• Iridium natural key support (requires platform v1.2.98+) - Enhanced data identification using natural keys for Iridium data sources.
• SharePoint plugin (requires platform v1.2.102+) - New collector plugin for integrating with SharePoint.

​

Improvements

• Schema refresh timeout extended - Increased the schema refresh polling timeout from 60s to 120s, improving reliability for larger data sources with complex schemas.
• Collection chart enhancements - Improved the collection chart with better empty state handling and proper respect for filter time ranges.
• Case-insensitive SFTP file extensions (requires platform v1.2.98+) - SFTP file path matching now ignores case, improving flexibility when collecting files with varying extension formats.
• Field type modifiers (requires platform v1.2.98+) - More granular control over data type handling in source fields during collection.
• Increased message handling capacity (requires platform v1.2.98+) - Better response times through optimized message processing in the infrastructure layer.
• Improved the way natural keys are identified (requires platform v1.2.99+)
• Ensure primary keys are required fields (requires platform v1.2.100+) - Adds extra checks to ensure primary key fields are set to be required.

​

Bug Fixes

• Fixed connection profile not refreshing after status checks.
• Fixed arithmetic overflow issues in data processing during collection jobs (requires platform v1.2.98+).
• Various stability and reliability improvements across collector, delegator, and guardian services (requires platform v1.2.98+).

​

Pipelines

​

New Features

• Source field selector with multi-select - Added a new source field selector modal with multi-select support, allowing you to add multiple fields to mappings in a single action.
• Type modifiers support - Added support for type modifiers on data source fields, providing more granular control over data type handling.
• Prevent publishing empty entities - The system now validates that entities have at least one data source before allowing publish, preventing accidental deployment of incomplete configurations.
• Emitter service (requires platform v1.2.98+) - New backend infrastructure service enabling data emission from pipelines to external systems. Emitters allow you to send transformed pipeline data to external destination systems, with support for manual, scheduled, or event-driven triggers.

​

Improvements

• Consistent table row heights - Fixed mapping table row heights to remain consistent regardless of user permissions, preventing UI shifts.

​

Bug Fixes

• Fixed an issue with mapping hierarchy navigation.
• Added badge for manual pipelines.

​

Administration

​

Improvements

• Internal alerting system migration (requires platform v1.2.101+)

​

Bug Fixes

• Fixed an issue where analytics initialization could delay application load.
• Various interface improvements including spacing and alignment fixes.