Clausion 25.05 Release Notes

Introduction

This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion 25.05 general availability version.

The previous general availability release is Clausion 24.10.

Release notes will be published on the online help website starting from the Clausion release version 25.03.

New Features and Other Improvements

Lineos Doc Assist for Clausion on ISW Platform

Feature ID: FD-20558

Lineos is an AI tool implemented for Clausion on ISW Platform. With Lineos Doc Assist, you can utilize natural language processing (NLP) algorithms that understand context and retrieve the most relevant sections of the documentation based on user queries. This saves time and improves productivity by providing accurate information promptly.

To use Lineos Doc Assist, click the Lineos icon in the bottom right corner of the user interface and the Lineos chatbox opens with the Doc Assist tab active. Type in a question about the use or features of the product. Press the Enter key or click the up arrow button at the right end of the text field. Lineos provides you a summarized answer according the user documentation and links to the specific source articles on the user documentation site. You can take the query further by asking more details in the chat.

Lineos Doc Assist chat box with reply and links to source materials.

LineosDoc Assist enables you to quickly access more precise information from product documentation.

Lineos is available for Clausion on ISW Platform. Currently, Lineos supports English, and support for Finnish and Swedish is coming in the following releases.

Lineos Data Assist for Clausion on ISW Platform

Feature ID: FD-21215

Lineos is an AI tool implemented for Clausion on ISW Platform. Lineos Data Assist can automatically scan through vast datasets, identify patterns, detect anomalies, and provide insights that help analysts make informed decisions faster.

To use Lineos Data Assist, open a template with data, select the cells you want to include in the analysis. Right-click the selected area and select Analyze Data with Lineos from the pop-up menu for initial analysis. The Lineos chatbox opens in the bottom right corner of the user interface and gives you the initial analysis. You can take the analysis further by asking more details in the chat.

Lineos Data Assist chat box with a summary of data

Lineos Data Assist helps you to identify data anomalies and trends for better analysis and anomaly detection. Lineos is available for Clausion on ISW Platform.

Currently, Lineos supports English, and support for Finnish and Swedish is coming in the following releases.

Web Client: Wrap text in comment field

Feature ID: FD-20712

You can now set the comment field to wrap text, which will make the cell size increase according to the text, allowing you to see the entire text in the field at once. The template must be formatted for the respective cells to enable text wrapping.

Desktop Client: New Comments field in User Management

Feature ID: FD-20423

There is a new Comments field in the Basic Data tab of the User Management view in the Desktop Client. You can write additional information about the user in the Comments field.

Basic Data tab on User Management view with the new Comments field

Clausion Web Client new user interface design, phase 3

Feature ID: FD-17675

Clausion Web Client user interface design is being updated. In addition to the look and feel, the update affects some of the functionalities. The third phase of the update includes a new design and functionality updates to breadcrumbs, collapse and expands icons in selection pop-up windows, search field in the XBRL Management view and other changes. Below are detailed descriptions of the changes in each feature.

Breadcrumb on opened task

The breadcrumb of the open task now includes a Back button, which you can click to navigate to the previous selection view.

Breadcrumb with the new Back button

Collapse and expand icons in selection pop-up windows

Selection pop-ups now feature collapse and expand icons for the entire selection tree and individual branches. The double icon with a minus sign collapses the entire selection tree, while the single minus sign icon collapses only the section below the selected item. Similarly, the double icon with a plus sign expands the entire selection tree, while the single plus sign icon expands only the section below the selected item.

Selection pop-up with the new collapse and expand icons.

Note: The icons are available when the Show only input units option is not enabled.

Taxonomy search field in XBRL Management view

The XBRL Management view now includes a search field for taxonomies. To use it, type the name or part of the name of the taxonomy in the field and press Enter key. The search results will appear below the search field.

XBRL Management view with search field, search term and search results.

Other changes

The update also includes other visual changes that do not affect functionality, such as updates to the appearance of XBRL view and Data Uploader management view including their pop-up windows, as well as updates to the appearance of tooltips

Internal Data Transfer (IDT) improvements

Feature ID: FD-10662

The IDT improvements include user interface updates for CoDIM00 including which affect the IDT transfer and include validation message updates.

User interface changes for CoDIM00

A new CODIM00 option has been added to the Conversion Table Type dropdown in the conversion table pop-up. You can now add, save, and delete data for the CODIM00 conversion type and save the corresponding source ID and target ID in the conversion table. This table is used for converting counter units. Additionally, a new CODIM00 option has been added to the Custom Conversion Type dropdown.
A new CODIM00 option has been added to the conversion table component in User Interface Management. With this component, you can define the counter unit conversion according to which the counter unit is converted in IDT. If you do not define the counter unit conversion, the conversion is made according to the DIM00 conversion.
A new dropdown has been added for the CODIM00 conversion table under the Target Options tab in the IDT view. In this dropdown, you can see the selections defined in User Interface Management and change the conversion table.
A new column (Conversion Table for CODIM00) has been added to the IDT status sheet. In this column, you can see which conversion has been applied to the counter unit in terms of CODIM00.
A new row for the CODIM00 option has been added to the IDT confirmation pop-up.

IDT Transfer and Validations

This feature enables the utilization of the counter unit conversion for Type 2 document series. When you select CODIM00 conversion table with Type 2 document series in IDT, data is transferred from source to target counter units defined in the CODIM00 conversion table. Data transfer is now possible for counter units that exist in the "not-in-use" state for Type 2 document series.

Please avoid the following scenarios, which will trigger validation messages and may even prevent the CODIM00 conversion with Type 2 document series:

If you select a series other than Type 2 from Source Options 2 and select the CODIM00 conversion table in Target Options.
If the target unit and target counter unit are the same for any Type 2 document series.
If the source DIM00 unit and target CODIM00 unit become the same after the transfer, a validation message is displayed, and the transfer is aborted.
If the CODIM00RIGHTS parameter is true and the target CODIM00 unit is not connected with STRUCTURE1, a validation message is displayed, and the transfer is aborted.
If the CODIM00RIGHTS parameter is true and you do not have rights for the target CODIM00 unit, a validation message is displayed, and the transfer is aborted.
If the CODIM00RIGHTS parameter is false and the target counter unit is not connected with any hierarchy, a validation message is displayed, and the transfer is aborted.

Corrected Known Issues

Issue ID	Issue	Resolution
FD-22322	Missing default language results in an error when executing input data calculations (IDC) or internal data transfer (IDT).	You can now execute input data calculations or internal data transfers without errors, even if the default language is not set.
FD-2809	Web Client: If there are multiple tabs open when logging out, the login window does not update on the other tabs, leaving them in a non-functional state.	When you now log out on one tab, the login window updates normally on the other tabs.
FD-21511	Web Client: If a logo is added to a template, it partially covers the drop-down menus for row models and accrual bases.	A logo on a template no longer covers the menus in the template.
FD-2148	Web Client: Users encounter a login error that requires clearing the cache as a workaround.	The login error has been resolved, and the workaround is no longer necessary.
FD-21128	If a formula is defined in the XML file, it does not copy correctly to the dynamically generated blocks.	Formulas defined in the XML file now copy to the dynamically generated blocks correctly.
FD-11220	Web Client: If data is entered directly into the comment column without drilling down, the user receives no validation message.	Please note that as preconditions for this action, the account must be internal account and the template must have account statement set as true.When you now try to enter data directly into the comment column without using the drill-down function, you will receive a validation message.