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1.57

Release notes - Data Breach Response - 1.57.0

Released to CA Region: June 17, 2024

Released to US, UK, and AU Region: June 18, 2024

Story

DBR-4934 Implement Data Grid Component on Document List for Batch Review

This is a cosmetic change normalizing user interface components as we prepare for a major release. The data grid has been implemented for the document list in batch review. Users can now see the “Document ID” and “Name” columns, as well as add, remove and sort on columns.

DBR-7943 Enhanced Excel Processing

Processing for all MS Office Excel spreadsheet files have been enhanced to process Excel files with macros and to provide more granular error messages. The “corrupted or password protected” error message will no longer be used and will be replaced with separate error messages:

  • “Unsupported format or corrupt file”
  • “Password protected file”

MS Office spreadsheets include .xla, .xlk, .xls, .xlsx, .xlsb, .xlsm, .xlt, .xltm, and .xltx

DBR-7980 Implement Filter-Based Retry for Failed File Processing

Retrying processing for selected files has become easier. Users can now apply specific filters to selectively retry processing on the failed files that match the given criteria.

Retry All img.png

Retry All Filtered img_2.png

Retry All on Page img_1.png

Retry Selected img_3.png

DBR-8014 DICOM Retry PII Detection

We have enhanced support for DICOM files. Text is now shown in the UI and selected PII are detected from template options.

We have optimized the getDocumentById and getDocumentData APIs on the document view page to improve rendering performance.

DBR-8020 Implement Retry Logic for Failed API Calls in Document View

Retry logic has been implemented for “getDocumentById,” “getDocumentData,” and “getFileForDownload” APIs to automatically re-attempt failed API calls two additional times. If the API fails after the third attempt, an error message will be shown.

DBR-8021 Implement Caching of Document View Data to Improve Rendering Performance

Document view data will now be cached to improve rendering performance and minimize API calls.

DBR-8067 Event Log Improvements

Improvements to the event log in the Events section of Tenant Settings include reordering of the data grid for improved usability. Tenant administrators can now view, sort, and filter events by date/time, class, type, user, and description.

Alt workflow data and tag-related APIs will be cached on the document view page to reduce the API call and improve product performance. Users can manually update tagging panels by clicking on the refresh button.

DBR-8211 Implement Virtualized Scroll for Tags on Documents Page

Virtualized scrolling has been implemented for tags on the Documents page. Tags will now be rendered in groups of 50 during scrolling to improve speed and performance.

DBR-8259 Default Name Conflict Resolution

The name conflict resolution capability has added two new matching methods to make it more intelligent when handling name conflicts due to inconsistent data entry in the system’s name fields:

  • First Name
  • Middle Name
  • Last Name
  • Suffix

The system tries these matching methods anytime a conflict arises due to a system name field set to Do Not Merge on conflict:

Full Name Match

The system concatenates the original values of name fields for both master and raw entities before checking for an exact match. This method resolves conflicts when the review team inconsistently populates the name fields.

For example, in Entry 2, the middle name is blank, and the first and middle names are present in the first name field.

Name Entry 1

Field Value
First Name J
Middle Name Michael
Last Name Murphy
Suffix

Name Entry 2

Field Value
First Name J Michael
Middle Name
Last Name Murphy
Suffix

Normalized Full Name Match

The system applies Canopy’s name-normalizing algorithm to the raw and master entities before comparing them. This method resolves conflicts when the review team inconsistently populates the name fields and the values contain extra symbols or spaces.

For example, in Example 4, the hyphen is removed from the last name and matched using the full name match.

Name Entry 3

Field Entered Value Normalized Value
First Name Andrew Andrew
Middle Name Zamler
Last Name Zamler-Carhart Carhart
Suffix

Name Entry 4

Field Entered Value Normalized Value
First Name Andrew Andrew
Middle Name Zamler
Last Name Zamler Carhart Carhart
Suffix

DBR-8366 Add Patient ID Field for DICOM Files

A new system field called “Patient ID” has been added for populating when processing DICOM files.

DBR-8425 New Image Classifications for SSN and CDC Vaccination Cards

Two new image types, Social Security Cards and CDC Vaccination Cards are now supported during processing. The Social Security Cards classifier is designed to identify images containing the front of any valid social security card. The Vaccine Card detector is designed to identify images of the CDC Covid Vaccine card front, back, or front and back.

Bug

DBR-7784 Cannot Set Headers After Sending to Client

We have addressed a critical bug where attempting to set headers after they have already been sent to the client would result in an error. This fix ensures that headers are only set when appropriate, preventing this common server-side error.

DBR-8085 Assorted UI Alignment Issues

Several UI issues regarding alignment have been fixed for improved user navigation and experience.

DBR-8213 Alerts in Batching Preventing Header Access

When the toggle under Project Settings -> General -> Review Management -> Require user action before advancing is ON, alerts appear and linger on screen, preventing header access, during batch set review. The alerts have been adjusted to appear for a shorter duration to fix this problem.

DBR-8250 Bulk Search and Tagging UI Issues

Edits for clarity and improvements to user navigation have been made to the Bulk Search and Tagging UI.

DBR-8515 Blank Page If User Navigates Away From DOB Calendar and Localization Format Disappears If User Navigates Back From Browser

When navigating away from the calendar after clicking on the DOB checkbox, the page was going blank. When navigating back to the calendar from the browser, the localization format was disappearing. The code has been fixed to address these issues.

DBR-8516 Templates with Spaces or Alphabetic Characters Causing Failed Uploads

To ensure proper upload functionality, validations for numeric values and “not empty” designations have been added for the following template fields:

  • Skip Native Files Smaller Than
  • Skip Image Smaller Than
  • Skip Images Smaller Than These Dimensions

OCR:

  • Ignore Images Under This Size
  • Skip Images Smaller Than These Dimensions