10.3 Release Notes

Release Version: v6.9.66

Release Date: December 13, 2024

SmartMonitor Bot

• Added batch list view, batch creation functionality, and batch calculation result view.

• Developed views for displaying the latest and historical report results for companies, including filtering by concept column, switching between Score, Result, and Flag views, and enabling report chat functionality.

• Added aggregated results for batch company reports with filters for company/portfolio and concept column, along with the ability to switch between Score, Result, and Flag views and access report chat functionality.

• Implemented functionality to view individual results by company and concept, edit answers, and highlight PDFs to show the basis for the answers.

Dashboard

• Optimized table headers and tag display globally.

• Added a preview feature for SmartMonitor Bot results.

Concept Weightings

• Added a UI view for the Weighting concept relationship list.

Menu

• Implemented a fixed left-side menu and updated the global UI style accordingly.

Global UI Style Optimization

• Made overall improvements to the user interface design.

Bot Icon

• Modified bot icons.

Release Version: v6.9.57

Release Date: December 6, 2024

Global Styles

• Enhancements:

  1. Updated font style.

  2. Changed primary color.

  3. Modified the UI style of the left-side menu.

  4. Optimized menu adaptation for each page.

  5. Updated the Chat button style.

Portfolio Management Module

• New Feature:

  • Added validation logic.

Data Transformer Bot

• New Feature:

  • Added filtering functionality for companies and portfolios.

News Flow Tracker Bot

• Enhancement:

  • Improved news display logic with refined regular expressions.

Report Generator Bot

• Bug Fixes:

  • Fixed issues with drag-and-drop and text highlighting.

Release Version: v6.9.35

Release Date: November 19, 2024

Data Transformer

• Enhancement: Improved the logic for selecting companies and reports.

Concept Management

• Enhancement: Refined the logic for concept reports.

• New Feature: Added a Co-pilot function for intelligently breaking down questions.

Report Generator Bot

• Enhancement: Optimized the calculation logic.

Release Version: v6.9.29

Release Date: November 19, 2024

1. Earnings Call Calendar

• New Feature: Non-corporate users can now view up to 20 data entries. To access more, users must fill out a form to contact us.

1. Single Company Page

• Bug Fix: Resolved an issue with pagination for filing data.

• UI Update: Standardized the date display format to 'yyyy-mm-dd' across the interface.

1. Concept

• Enhancement: Improved the preview style for user concepts.

1. Settings Library

• Update: Removed this module from the Settings section.

Release Version: v6.9.19

Release Date: November 8, 2024

1. Dashboard

   • Added display of two private bots.

2. Sustainability Bot

   • Fixed the default sorting bug for AUM.

   • Fixed the pagination bug.

   • Fixed the data display bug for Consulting sources.

3. Thematic Bot

   • Fixed the default sorting bug for AUM.

   • Fixed the pagination bug.

   • Fixed the data display bug for Consulting sources.

4. Report Generator Bot Development

   • Optimized the process for creating report-type concepts.

   • Enhanced the display of calculation results, added a drag-and-drop feature.

5. Single Company Pop-up

   • Added association with the Report Generator Bot.

Release Version: v6.9.13

Release Date: November 7, 2024

1. Added Private Bots for Sustainability and Thematic

2. Concept Page

   • Added "Report" type concepts.

   • When creating a "Report" type concept, you can now select the time range and report type.

3. Added Report Generator Bot

   • Added a batch list page.

   • Added a result preview page.

Release Version: v6.9.4

Release Date: November 1, 2024

1. Single Company Pop-up

   • Added a "Your Insight" category, displaying details of associated single-company bots.

   • Optimized the UI for the display position of the company description.

   • Improved the display of the News tab.

   • Changed the default report query period to one year.

   • Fixed the "load more" bug for default filing data.

2. Data Transformer Bot

   • Optimized the export of Excel files to ensure standardized naming.

3. Global

   • Enhanced the bot creation process to keep step descriptions collapsed by default.

Release Version: v6.9.1

Release Date: October 31, 2024

1. Global Function Modifications

   • Added a feature to sort by market cap by default in entity search.

2. Login Module

   • Adapted the login pop-up for mobile devices.

   • Updated login font style.

   • Modified text for login and registration options.

3. DataTransformer Bot

   • Updated text for selecting company reports.

4. Filings Insight Bot

   • Added support for System concepts.

5. Dashboard

   • Fixed the sticky header bug at extreme heights.

   • Fixed loading display bug for non-logged-in users.

6. Single Company Pop-up

   • Updated text on the tab pages.

Release Version: 6.8.99

Release Date: October 23, 2024

1. Concept Page Reconstruction

   • Reconstructed the Concept management UI.

   • Added System category & concept.

   • System concept details can now be viewed in a pop-up window.

   • Added filtering and search functionality for System concepts & User concepts.

   • Optimized the UI display for User concepts.

2. Data Transformer Bot

   • Optimized the UI for Concept selection steps.

   • Added System concept calculation functionality when creating a bot.

   • Added Knowledge report calculation functionality when creating a bot.

   • Added System concept display in the application orchestration view.

   • Added System concept calculation results in the workflow view.

   • Added Knowledge report calculation results in the workflow view.

   • Added System concept calculation results in the table view of the calculation results overview page.

   • Added Knowledge report calculation results in the table view of the calculation results overview page.

   • Added System concept calculation results export functionality in the calculation results overview page.

   • Added Knowledge report calculation results export functionality in the calculation results overview page.

   • Optimized the date display for System concept results in the calculation results overview page.

3. Single PDF Chat Pop-up

   • Added a quick question feature for System concepts & User concepts.

4. Earnings Call Calendar Bot

   • Added a filter functionality for Report name in the table view.

   • Fixed the issue of duplicate tickers in the table view.

5. Dashboard UI Optimization

   • Added Bot result display view on the Dashboard.

   • Optimized the view for Private Bots.

6. Permissions

   • System pre-defined Bot results (read-only) are now visible to all users.

   • Added menu permissions for logged-in users.

Release Version: v6.8.90

Release Date: October 18, 2024

Added an automatic calculation feature to the DataTransformer bot (up to 10 entitlements and 10 concepts can be selected).

Release Version: v6.8.77

Release Date: September 25, 2024

1. Earnings Call Calendar Bot

   • Fixed the bug where the company name column was displayed as empty.

2. Chat Page

   • Optimized the CoPilot parsing functionality.

3. News Flow Tracker Bot

   • Optimized the UI display.

Release Version: v6.8.76

Release Date: September 24, 2024

1. News Flow Tracker Bot

   • The list page now displays daily Google news related to 1,000 companies and extracts specified fields.

   • Developed filtering functionality on the list page by time, portfolio/entity.

   • Added a pop-up to display summary results.

2. Market Intelligence Scanner Bot

   • Standardized the UI style for table list displays.

3. Earnings Call Calendar Bot

   • Standardized the UI style for table list displays.

Release Version: v6.8.73

Release Date: September 19, 2024

Market Intelligence Scanner Bot

1. Adjusted the content on the bot results page, added PDF chat pop-up and result location viewing pop-up.

2. Fixed display bugs on both the Bot List and Bot Summary pages.

3. Optimized bot calculation logic.

Custom Report Upload

1. Fixed a bug where the title display showed an error.

Release Version: v6.8.69

Release Date: September 14, 2024

1. Market Intelligence Scanner Bot

   • Added a task list page, bot calculation result page, and summary details page.

2. Summary Composer Bot

   • Modified the result view: concept on the left, PDF on the right.

3. Data Transformer Bot

   • Added a new business orchestration feature.

4. Search Engine

   • Fixed a bug in company-specific + news data queries.

5. Chat

   • Fixed the issue where the confirmation window for "+new chat" occasionally did not redirect.

6. Concept Management

   • Added a new concept type in the backend, frontend development has not yet started.

Release Version: v6.8.63

Release Date: September 09, 2024

1. Login Functionality Update

   • Users who are not logged in can only view shared pages; all other pages are inaccessible.

2. Custom Knowledge Base Upload Optimization

   • PDF uploads are now supported, and reports are automatically processed. Once the report status is marked as SUCCESS, users can immediately initiate a chat.

Release Version: v6.8.56

Release Date: September 02, 2024

1. Earnings Call Calendar Bot

   • Calendar View: Added new features for stock code and portfolio filtering. Introduced a new data source, China Earning Call Transcripts - 3rd Party.

   • Table View: Introduced a new view with functionalities including time, stock code, portfolio, and report type filtering. Also added the China Earning Call Transcripts - 3rd Party data source.

2. Search Engine

   • Added China Earning Call Transcripts - 3rd Party as a new data source for chat and search functions.

3. Data Transformer Bot

   • Fixed a bug causing long concept names to wrap incorrectly when creating a batch.

4. Portfolio Page

   • Fixed a bug related to errors when deleting multiple selected portfolios.

   • Improved data display in the table.

5. Single Company Page

   • Added China Earning Call Transcripts - 3rd Party as a new data source.

   • Removed the line chart for price data.

6. Share Page

   • Fixed a bug where issues persisted when modifying and re-submitting questions on the page.

7. UI and Text Improvements

   • Optimized CSS styles and improved text content across various pages.

Release Version: v6.8.45

Release Date: August 22, 2024

1. Optimization of Filing Insight Extractor Bot: The bot has been enhanced to provide additional data in table outputs, now including both statement and reference_txt fields.

2. Multi-Selection Support for Ticker in Filing Insight Extractor Bot: The bot now supports multi-selection for tickers within tables, offering greater flexibility in data analysis.

3. Improvement in Chat Logic for Filing Insight Extractor Bot: The logic governing chat interactions has been refined to better align and correlate result, flag, statement, and reference_txt relationships, ensuring more accurate and contextually relevant responses.