Uniphore Help Center Portal

Single tenant support available to store PII data in separate databases Updated pagination component across pages

Added the “Creator“ filter for API automation worklows Declined tasks will result their executions in “Cancelled” status

SAML configuration now supports multiple domains under the same identity provider. For multiple domains under different identity providers, please create under different organizations

A new security feature (available upon request) to automatically log out users after 30 minutes of inactivity, with the exception when there are unsaved HITL changes. If the webpage is still open, a confirmation popover will appear two minutes before the logout. If no webpage is open and 30 minutes have passed since the last activity, the user will be logged out automatically

API updates: Source execution ID and following up execution IDs are part of API response and execution result

Dashboard improvements: We’ve made updates to offer a more visual and intuitive dashboard experience. The new updates include: The total number of successful executions over the last 7 days, presented in a bar chart for easy performance tracking.

Additionally, we've enhanced the accuracy section with gauges displaying real-time metrics for all extraction and classification worklows Access to the field-level accuracy, a new page where admins can look into accuracy for all fields across worklows

Top accurate workflows by accuracy

The task summary section has enabled a link to view all pending tasks

Improved accuracy of "Total hours saved" by factoring in periods of user inactivity while reviewing a task.

Task accuracy is now calculated only for tasks that have undergone human review, either through human approval or modification after completion (including cases where a human edits an auto-completed task). If none of the tasks in a worklow have been reviewed by a human, the worklow's accuracy will not be displayed.

API Automation Worklows:

A new "Accuracy" column has been added to display the prediction accuracy for each worklow.

The "Accuracy" number is clickable: Users will be redirected to a new page that lists the fields and accuracy for this particular worklow

Teams Page

A new "Completed Tasks" column has been added to display the number of completed tasks by each user

Completed Tasks count can be filtered based on newly added time filter which only affects completed task count

New Fields Page: Introducing a new Fields page to list and filter worklow fields along with field-level accuracy, across worklows

The fields page could be accessed either through the dashboard or by clicking on the accuracy column from API Automation worklows We can filter worklow fields based on the following

Name

Type (Extraction or Classification) Worklows

Time frame

Gracefully handled session termination:

Every 24 hours, the user needs to refresh their session by re-logging in due to compliance requirements

15 minutes before a session expires the user will be prompted to refresh their session by re-logging in a new window without losing their progress.

15 minutes or less before the session expires, a warning modal will show up:	After the session expires, users will be asked to log in again without losing their progress

The following Public External APIs are launched for API automations: CreateExecutions(), GetExecution(), ListExecutions(), DownloadExecutionResult() For details, please refer to the API page

Added support for longer extraction outputs to capture longer entity text or number of entities Made improvements to confidence scores for nested entities

The quota banner: To make more accurate predictions, workflows have a max number of pending tasks at the beginning, so that our model can learn from rounds of data for learning purposes. For each workflow, a user can have a max quota of 50 tasks to review. Learn more about quota here.

Tasks

A notification banner will show up and display the number of executions blocked if initial learning is needed, or when quota has been reached “Review tasks” will filter out the list of tasks users should prioritize to review, so that the rest of the tasks can be unblocked

Workflows

Blocked workflows will have a status indicator "Needs Attention".

“Review tasks” will filter out the list of tasks users should prioritize to review

Executions

Blocked executions will show up as "Needs Attention"

“Review tasks” will filter out the list of tasks users should prioritize to review

Announcement: Users may see announcements such as latest release notes after signing in Task Review / Annotation editor

Improvement on table annotation

Shift + Click for selecting table cells consecutively

Users can now select a range of cells in a column by selecting a cell, holding the Shift key, and clicking another cell. All the cells between the two selected cells will be highlighted.

Declined Tasks: Included Description along with Problem Type in Declined reason column

Executions

Users can now easily switch between tabs directly via the URL by modifying the tab parameter. This allows users to choose and work on specific tabs without navigating through the UI, enhancing flexibility and convenience.

Back-end updates

Orby could skip empty nested entities in the JSON output for specific organizations upon request Orby could disable JSON encryption for specific SFTP workflows or organizations upon request

Enhanced confidence score in Extraction Worklows

Error details in Execution page: when available, detailed error reasons are provided as a tooltip on the Execution page for API Automations.

Assigning the creator role when adding users

For API Automations, significant interaction improvements have been made to the task review editor to improve usability and efficiency:

Simple Entities / Fields

Updated the text of the "Add llocatiion " button to "Hiighlliight iin doc "

The "Not found " text on the button on the popover has been changed to "Cllear allll"

When you press "Clear all," the entity popover will remain open, and all highlights and values associated with that field will be cleared

Nested Entities / Tables

‼ The "Add Locatiions " button has been removed from the table popover. For bulk annotation, once users select a column by clicking the table header, they can draw highlight for the whole column directly from the document without having to click “Add Location” first

Now users can resize table columns with ease! Simply hover your cursor between the columns and drag to adjust their width

Removed the Starting Over button from the table popover

The "Not found " text on the button on Table Popover has been changed to "Cllear allll"

When you press "Clear all," the table popover will remain open, and all highlights and values associated with each cell will be cleared. If a field is not found, leave the field and highlight empty and confirm correct

Cell menu updates

The "Not found iin doc " option in the cell menu has been changed to "Cllear vallue"

The “Ediit Detaiills ” option in the cell menu has been removed. Instead we have added a new option “Hiighlliight iin doc ” which allows adding additional highlights for that cell Added support for directly modifying cell values:

Double-click on a cell to start editing

Added new menu option “Ediit Vallue” for cell to support editing

When the cell is highlighted, start typing to override the existing value Press the Enter key to activate the cell and start editing the cell text

When the text editor for a cell is active, press the Enter key to move to the next cell in the same column

Early access to Integration Platform: We are excited to announce that selected users will now have the opportunity to experience our new integration platform firsthand. This platform combines document processing and UI automation into a unified solution.

The key features include:

Admin capabilities: Admins can create and manage workflows for both document automation and UI automation within a single platform.

User capabilities: Users can review tasks and executions related to document automation, as well as monitor executions for UI automation. A modern & slick user experience and navigation

When adding users to a workflow, admins can now choose to include or exclude feedback from specific users to improve AI models for workflow

Increased schema size limit: 48 simple entities and 32 nested entities

Image file types are supported to trigger the workflows: JPEG, JPG, PNG, TIF, TIFF, BMP, WEBP, GIF in addition to PDF For nested entities (tables), users can now navigate and take additional actions via the keyboard keys:

Undo: ctrl/cmd + Z Redo: ctrl/cmd + Y Copy: ctrl/cmd + C Paste: ctrl/cmd + V

Delete key: clear content in cell

→ ↑ ↓ ← : Use the arrow keys to move between table cells

SAML Single Sign-on is now available for admins. Admins can enable OKTA in Settings for the organization to sign in through OKTA SSO in a more secure way.

Add Task: users can add multiple files when adding a task

Admins can retry system-declined tasks. This could be helpful when there are temporary issues in our system. In the annotation editor, the number next to Table (Nested entity) relects the number of rows in this table

Machine-learning improvements for all customer worklows

Completed tasks are now editable by admins and the last reviewer Refreshed UX for “Add Task” and a more intuitive user experience Human-in-the-loop

Users can now click and drag to select locations for all entity types

When bulk-annotating a nested entity children (or columns), now users can select more table rows from the document, Orby will confirm with the user before adding the additional rows to the table popover

Internal code improvements on confidence scores and calibrations

Workflows

Increase schema size limit to 32 simple entities and 16 nested entities

Json output entity order improvements: from top to bottom and left to right Notes entities are displayed after other entities.

Empty entities are displayed after entities without locations

For empty entities or entities without locations, they are ordered by schema order in the workflow configuration. Entities are sorted based on their predicted position in the document from top to bottom, and left to right.

For nested entities:

Nested entity children in a group are sorted left to right.

The first sorted child entity will be used to indicate its group's location when comparing with other entities or nested entity groups.

Gmail processed email label:

Processed emails will be labeled as "Orby: {workflow name}", same as the new Outlook workflows

Tasks

Support batch task deletion

Decryption failure files: will generate a system-declined task with the reason "Decryption failed"

When user uploads files of the wrong format to SFTP, A system-declined task will be created "Add a task" now generate JSON outputs for related workflow

Annotation editor

Warn users when there is unsaved changes

"All predictions" tab in the annotation editor to view predictions across statuses Search: supports text search for 2-letter string now

Date and money normalization now handles more formats and variations Dashboard

Dashboard filter settings can be preserved in the URL

New task processing order that minimizes customers from blocking each other New Orby created subfolder - “OrbyAI_Scheduled”:

Whenever a user drops a file for SFTP or GDrive workflows, it will move to the new “OrbyAI_Scheduled” folder inside the workflow folder, which means Orby gets the file and will process it.

New workflow task assignment option for unassigned tasks

Admin can choose to leave tasks unassigned during the workflow creation, and select who can view the task instead. Admin can view all unassigned tasks and assign to anyone in the organization

Users can view unassigned tasks they are added to, and assign to themselves Pending tasks

Admins and users can now filter pending tasks based on reviewers.

Human-in-the-loop improvements:

Entity floating window now has a more intuitive user experience Bounding Box Enhancement

When an entity is selected: on hovering over the document text, the word recognition outline shows up For workflows that has GSheet as an output

The same sheet can be used for all workflows within an organization

For simple entities, the name of the tab will be: "simple (workflow-name)", e.g. "simple (testing workflow)"

For nested entities, the name of the tab will be: "<nested entity name>_nested (workflow name)", e.g. "lineitem_nested (testing workflow)" Extraction entity order in the Human-in-the-loop UI

All entities are now ordered from top to bottom and then left to right. Nested entities' positions are determined by its first child. Children within a nested entity are also ordered this way.

Normalization

Text normalization no longer convert text to lower case

Money normalization and connectors now handle the following currencies even when they do not have associated numerical values (e.g. "USD" or "$" in value field will trigger the USD currency drop-down in the normalization field)

All 3-letter currency codes in ISO 4217

Currency symbols and variations for USD, INR, BRL, EUR, CAD, AUD, and GBP Date normalization is now case insensitive

Deleted items restoration

Enabled restoration for deleted workflows, connectors and tasks within 30 days of the deletion. After 30 days, deleted items will be permanently deleted.

Schema name restrictions

Schema name only allows lowercase letters, numbers, underscores "_", dashes "-", and single space “ “ (multiple spaces will be replaced with single space). “*” is allowed in the beginning for Notes entities (a.k.a annotation entities)

Page urls

Workflow and connector editing pages' urls now include their unique ids. Task listing pages' urls now include the filter settings

JSON Output enhancements:

Added task url information in the JSON files.

Internal Improvements: Various backend enhancements for better performance and bug fixes.

New Dashboard UI now includes metrics such as: Task completion

Time saved

Accuracy of Orby

Total tasks and status breakdown: Created

Pending

Completed Declined

Error

Admins have access to all organizational data and can filter the dashboard by workflow type, user, and select custom dates Users can only view data relevant to them

Soft delete for tasks and connectors:

Admins can now delete pending, completed, and declined tasks, as well as connectors individually

Deleted tasks and connectors will be stored in the "deleted items" tab briefly for potential restoration

Restoration feature for deleted resources will be added in the next release, along with soft delete for workflows This feature allows admins to remove tasks that may have impacted model training consistency

Task reassignment based on schema:

Admins can configure tasks and assign to specific users based on their expertise in particular workflow entities Note: Only new tasks will be affected by these configurations; pending tasks remain unchanged

Enhanced JSON output with Workflow name information

Task reassignment

Connector option for assigning task to the same users Nested entity smart annotation

For entity extraction workflows: Support new nested entity format in CSV-based schema definition and updated the sample CSV Email notifications to new organization users

Launch new nested entity format and UIs in workflow configurations and connector pages Trigger text normalization for extraction entity types under the "Other" category

Normalized value removes extra whitespaces and are all lowercase Allow task name prefix search in task listing pages

Support multi-line text search in task review page when the candidates are continuous in OCR List classification workflow doc type values in connector UI to facilitate connector configuration. A few improvements to address SFTP decryption error

Updated restrictions

Increase pending & creating total task limit per workflow user from 5 to 10. Restrict workflow and connector names to 100 characters

Limit classification workflow schema size to 8, including the default class "OrbyAI_Unknown" Document text search improvement

Add keyboard shortcut: ⌘ + f for Mac and Ctrl + F for Windows and Linux

Add result toggle

Enable text search for classification tasks

Task review page "Need attention" entity filter: allow admins to configure entity's need attention confidence score threshold in the "Add user" step of DEFAULT mode workflow Empty predictions will always be listed as "Need attention"

Task listing pages' workflow filter improvement

Add workflow filters to all task listing pages

Retain applied workflows filters through url parameters Workflow filter search is now case insensitive

UI improvements

Update task reviewer info if a task is accepted or declined by an admin

Use a different tag color for copied task in task list pages to differentiate them more clearly with original and modified tasks SFTP file names: Use "_OrbySuffix_" when appending suffixes to original file names

Motivation: to provide clear boundary between original file name and Orby-added suffixes

For example "aaa.pdf.pgp" will be renamed to "aaa.pdf.gpg_OrbySuffix_656f08550060c49f9047864c"

Fixes

OCR errors when pdf pages are of different sizes Extra spaces in predicted entity values

Fix some situations where the predicted text is overwritten by OCR content unexpectedly

Launched a new Global Rate Limit:

It allows customers to upload hundreds of documents as a batch to the SFTP workflow folder. Orby will process them gradually until the "5 pending tasks per workflow user" quota is reached or all the documents have been processed

Throughput: a conservative rate limit has been set to prioritize service reliability over high throughput

Based on our testing on a new SFTP classification workflow with 175 mixed length of documents, 15 workflow users and 3 completed tasks, it took 20 minutes to generate the max 75 pending tasks when there is no other workflow processing other tasks

User recommendations

Make the workflows quality and quota ready for large volume of inputs

Quality ready: at least 1 example for each classification document type and each extraction entity type through copied tasks and/or completed tasks, the more the better Quota ready: at least 1 completed task for each classification workflow and 3 completed tasks for each extraction workflow

Gradually increase the batch size

Assuming there are 50 workflow users for the entry classification workflow, there would be at most 250 pending tasks for this workflow. Suggest to set the initial batch size to ~150. If all files are processed successfully, increase the next batch to 250, and more later on.

Launched a native text search box on the task review page

Access it through the search icon on the top right corner of the page

To be supported in the next release: keyboard shortcut, search result toggle 6% extraction accuracy improvement on average across main contract datasets

More validations for uploaded workflow config YAML files

The background color of reviewed entities and tab on the task review page changes from blue to green Renamed all workflow templates to new name patterns.

Launched a new Task Copy feature

Admins can use this feature to copy completed tasks from one workflow to another workflow that doesn't have any completed task Launched a new SFTP Workflow Config Download and Upload feature

Admins can download configs from one organization, make modifications, and use the modified config to create/update workflows in the same organization or a different organization.

Added a workflow filter in the Pending Tasks page Feature Changes

PDF with 100+ pages will lead to a System Declined task with the error "Oversized file". Blocks extraction workflow creations or updates with >= 32 entity types

Fixed an error which blocked the creation of workflow connectors that have duplicate names with connectors in other organizations. Connector names only need to be unique with an organization.

Reviewing empty predictions in extraction tasks will now trigger an entity review popup window too. Text segments with empty mention texts will be removed now.

Add warning texts in the entity review popup window when:

entity mention text does not match the OCR detected text (e.g. due to manual edits) or when there is a text segment with empty mention text.

When adding a new text segment to an multi-segment entity through the + icon, the new text segment won't fully overlap with the previously focused text segment anymore. Added help messages for normalization types in the workflow configuration UI

Changed the background color or "Reviewed" entity from blue to green.