5.2
Release Date: January 27, 2025
Any documents encountered processing issues are now automatically tagged by the Canopy System. For better visibility, these documents are grouped under the Processing Errors/Warnings category in the Filter Panel.
Processing Errors/Warnings status includes:
- OCR Incomplete
- Text Extraction Incomplete
- PII Detection Failed
- PII Detection Incomplete
- Tables Not Mappable
We’ve upgraded our PII Detection engine to provide more reliable, comprehensive detection of Social Security Numbers. Enhancements to SSN detection include:
- Improve Accuracy: Refined contextual analysis and fine-tuned SSN pattern matching to reduce false positives and ensure higher accuracy in SSN identification.
- Enhanced Masking Support: Improved logics for identifying and detecting masked SSNs (e.g., xxx-12-1234)
- 4-Digit SSN Detection: Added support for identifying the last four digits of an SSN when the surrounding context indicates sensitive information.
We’ve now upgraded all the Social Security Number (SSN) fields across the application to support flexible data entry and improved privacy masking.
- Flexible SSN Data Entry: When entering SSN data into an entity, users are no longer restricted to entering a full 9-digit number. They can now enter any digit of an SSN, whether it’s just the last four digits, a partial segment, or the full number.
- Entity Support: Entities now support both full and masked SSN formats.
Refer to Consolidation for details on how Canopy handles entity merging logic for entities with varying SSN formats.
We’ve updated our processing engine to ensure the internal folder hierarchy of ZIP archives is fully preserved during Processing.
When uploading archive files, Canopy now captures and displays the complete internal directory structure, allowing users to navigate and search data exactly as it was organized in the uploaded container.
We’ve upgraded our engine to significantly improve the stability of bulk mapping when handling large uploads.
This release includes significant infrastructure improvements designed to ensure maximum integrity and security.