This release brings enhancements across Rebates, Accounting, and Reporting & Analytics. They make large trading program updates faster, give teams more control over claim evidence and access reviews, and bring a refreshed analytics experience with clearer Liveboard.
Rebates
Faster Bulk Selection - Trading Programs
Selecting programs for a bulk action is now quicker across large lists.
This enhancement allows you to:
Select every program that matches your current filter, across all pages, with one click
Work through large selections in batches by choosing the first 500 programs in the current sort order
Start an archive or restore without the selection carrying over, so you always see a clean list afterwards
Increased Bulk Action Limits - Trading Programs
Archive, restore, delete, activate and change workflow status now share one limit of 500 programs per action. Previously, most of these were capped at 100.
This enhancement allows you to:
Complete large batches in fewer steps, with one limit to remember
See a clear tooltip when a selection is over the limit, so you know why an action is unavailable
Replicate and subscribe keep their existing limit of 1,000 programs.
Accounting
Standard Data Model Fields in Evidence File Templates - Claims
Evidence file templates can now include dimension and attribute fields from the Standard Data Model, so the file you send to a trading partner carries the context needed to understand a claim.
This enhancement allows you to:
Add account locations and hierarchies, product hierarchies and brands, and trading partner details as columns
Set the column order and custom header names, the same way you do for existing columns
Build templates that match what each trading partner expects to receive
Existing templates are unchanged. Only dimension attributes that are in use for your Trading Program channels are enabled for selection, are optional and are only added when you select them in your evidence file template.
Claims Permissions Data Product - Claims
Claims user permissions, workflow roles and approval hierarchies are now available in Snowflake, so access reviews and audits can be run from your own data warehouse.
This enhancement allows you to:
Query users, permission groups, group membership, collaborators, workflow steps and approvers
Review what access existed at a past date, because changes are recorded over time
Keep the history of removed users, permission groups and workflow groups for audit trails
There are no changes to the Claims screens as part of this enhancement.
Clearer Handling of Archived Programs - Finance App
Archived programs are now easier to recognise and manage when allocating cash.
This enhancement allows you to:
See an Archived or Active status on the debtors report and payment allocation
Filter out archived programs in the debtors report
Read help text that explains why an archived program can’t be selected
Cash can’t be allocated to archived programs. To allocate to one, unarchive it first. A manually unarchived program isn’t archived again automatically.
Reporting & Analytics
Compact and Grouping Liveboard
The analytics platform has been upgraded, bringing a refreshed home page and easier-to-read Liveboard.
This enhancement allows you to:
Use the new home page navigation, which replaces the earlier versions and switches over automatically on upgrade
Take advantage of a more compact Liveboard header in embedded deployments, which gives charts more space
Group and style related visualisations on a Liveboard, which is now enabled by default for embedded deployments
Tabs on Liveboard sit in a different position from the current layout, so this is a visible change for users.
We Value Your Feedback
If you have questions about these updates or how they apply to your programs, reach out to your Customer Success Manager.
Still have questions? Raise a ticket to contact our support team.