# 11.3 Release Notes ## Release Notes v7.0.10 **Release Date:** January 26, 2026\ This release adds News Flow Tracker and Market Intelligence modules to Dashboard, simplifies the chat interface by removing Fast/Deep Research, and enhances ESG Controversies Tracker with news date display. Backend improvements include database optimization and refined user permissions. *** ### New Features #### Dashboard Enhancements * Added **News Flow Tracker Agent** module overview card * Added **Market Intelligence Agent** module overview card #### ESG Controversies Tracker Agent * Added news start date display for better timeline visibility *** ### Improvements #### Dashboard * Updated "Orbit Research Agent" module description and labeling #### Database Optimization * Optimized ESG Controversies Tracker table structure for improved performance #### Data Management * Consolidated Deep Research S3 storage and data management configurations *** ### Changes #### New Chat Module * Removed Fast/Deep Research toggle functionality #### Permission Updates * Restricted access to Agent, Concept, and Weight pages for individual user accounts (enterprise accounts unaffected) *** ## **Release Version: v7.0.9** **Release Date:** January 20, 2026 This release includes several major feature upgrades and optimizations, covering the launch of Agentic AI assistant, Dashboard restructuring, Portfolio management optimization, and Notification system development. Below are the detailed updates. *** ### New Features #### 1. Agentic AI Assistant (Beta) A new Agentic (Beta) entry point has been added to the **Dashboard / New Chat** page, providing the following core capabilities: | Feature | Description | | ------------------------ | ------------------------------------------------------------------------------------------------------------------------ | | Task Schedule Automation | Automatically generates task schedules, executes analysis tasks step by step, with visibility into task execution status | | MCP Data Query | Supports MCP protocol data query capabilities | | Context Awareness | Supports conversation memory and intent understanding with chain-of-thought deep reasoning for smarter interactions | | Sharing | Allows sharing conversation content with other users | | High Concurrency | Supports large numbers of concurrent users | #### 2. Notification Module A newly developed notification system with the following features: **Notification Types:** * **Company Report Notifications:** When a new report is added to the system for any company included in the organization's Portfolios, all employees in the organization will receive real-time notifications * **Subscription Result Notifications:** When a subscribed job generates results at its scheduled time, the system sends real-time completion notifications * **System Notifications:** Supports publishing system-wide announcements visible to all users **Interactive Features:** * New notification icon added to the left sidebar menu * Supports navigation to detail pages * Supports read/unread message status management #### 3. Watchlist Feature * **Search Page:** Search results now support adding to Portfolio / Watchlist * **Company Detail Page:** New option to add company to Watchlist * **User Registration:** A default Watchlist is created for new users upon registration *** ### Feature Optimizations #### 1. Dashboard Restructuring | Enhancement | Description | | ---------------------- | --------------------------------------------------------- | | Subscription Module | New subscription management module added | | Notification Module | New notification center module added | | Watchlist Module | New watchlist module added | | CSS Style Optimization | Global style optimization for improved visual consistency | #### 2. Portfolio Management Page Restructuring * **Style Redesign:** Redesigned following Knowledge Base design standards for improved display and interaction experience * **Portfolio Management:** Supports creating, editing Portfolios, and deleting/batch deleting companies * **Company Addition:** Supports remote search and Excel bulk upload for adding companies #### 3. Search Functionality Enhancement * **Chat History Search:** New Agentic type filter added * **Share Search:** New Agentic type filter added #### 4. Other Optimizations * **Company Logos:** Upgraded to high-definition images for enhanced visual quality *** ### Notes * Features marked **(Beta)** are in testing phase and will be continuously improved in future releases *** ## **Release Version:** v7.0.7 **Release Date:** **December 26, 2025** #### Added **Company Page** * Add quick navigation to Chat from current/related companies * Add single company subscription capability * Add "Latest Event" module displaying Agent computation timeline * Add "Quick Analysis" for one-click access to Chat, Deep Research, and News Summary * Add related companies display with Deep Research comparison feature * Add latest 3 news display and full news history page * Add private report upload with Knowledge Base integration * Add Chat History association display **Subscription Management** * Add centralized Subscription Management page with filtering, Run Now, Start/Stop, and Unsubscribe functions * Add navigation entry in sidebar **News Flow Tracker Agent** * Add Subscription tab with introduction video and preset result carousel * Add subscription statistics dashboard * Add Portfolio/Company dimension subscription support * Add public and private template management with AI-assisted optimization * Add multiple schedule options for subscriptions **Subscription Results** * Add History Result page for all subscriptions with filtering and sharing * Add HTML/Markdown format viewing for subscription results * Add privacy-protected sharing functionality * Add login redirect for unauthenticated users accessing shared content **Chat Interface** * Add country flags to company selector * Add AI-generated default title when saving Chat, Search, Deep Search, and Deep Research **Share Page** * Add Subscription type display and filtering *** #### Changed **Company Page** * Redesign single company page layout and navigation * Optimize "Add to Portfolio" workflow * Redesign Report section with latest Filing and Earning Call Transcript display * Update "See All" to navigate to filtered company reports page **Chat Interface** * Redesign chat input box for Dashboard and New Chat pages * Optimize filter selection UI * Update Knowledge Base default selection to key reports and news * Change keyboard shortcuts: `Enter` to send, `Shift + Enter` for new line * Update placeholder text **Other** * Optimize single PDF page to expand Chat by default * Optimize Portfolio page icon display * Optimize Settings page logout and avatar upload functions * Change Knowledge Base company group name to optional field *** #### Fixed * Fix PDF Chat error for specific documents * Fix menu display issue for unauthenticated users * Fix Knowledge Base refresh issue ## **Release Version:** v6.9.175 **Release Date:** **April 29, 2025** **Earnings Call Calendar Bot and Market Intelligence Scanner Bot** * Added dedicated dashboard pages. **Knowledge Base** * Updated upload logic. ## Release Version: **v6.9.116** **Release Date: March 6, 2025** 1. **RegWatch Bot** * Added a “Report List” page * Added a details page 2. **Permission Configuration** * Added RegWatch-related permissions ## Release Version: **v6.9.113** **Release Date: March 5, 2025** 1. **News Signal Pulse Bot** * Added data display functionality * Added export functionality 2. **Market Intelligence Scanner** * Added portfolio query caching functionality 3. **Smart Monitor Bot** * Added portfolio query caching functionality 4. **Modern Slavery Monitor** * Added portfolio query caching functionality 5. **Data Transformer** * Added portfolio query caching functionality 6. **Menu** * Added a fixed caching feature for the menu ## Release Version: **v6.9.110** **Release Date: February 26, 2025** 1. **AI Concept Screen Bot** * Fixed a bug causing the chat feature to fail 2. **Market Intelligence Scanner** * Added a popup to view detailed concept results 3. **Smart Monitor Bot** * Added a popup to view detailed concept results 4. **Modern Slavery Monitor** * Added a popup to view detailed concept results 5. **Data Transformer** * Added a popup to view detailed concept results 6. **Concept** * Fixed a bug related to uppercase and lowercase searches 7. **Single Company Page** * Added an association with the News Portfolio Bot ## **Release Version**: **v6.9.109** **Release Date: February 15, 2025**\ Earnings Call Calendar\ (1) Fixed a time zone bug in the Earnings Call bot ## **Release Version**: **v6.9.106** **Release Date: February 12, 2025** 1. Added a global company logo feature and a portfolio popup 2. Developed the Report Generator Bot\ (1) Enabled switching to other bots on the results page 3. Market Intelligence Scanner\ (1) Clicking on the Dashboard now takes you directly to the results page 4. Fixed online issues\ (1) Fixed table styling for the portfolio news tracker\ (2) Fixed table styling for the Smart Monitor ## **Release Version**: **v6.9.105** **Release Date: February 9, 2025** 1. Fixed the bug causing custom report uploads to prod to fail 2. Fixed an issue creating the datatransform bot 3. Fixed an issue creating market-intelligence 4. Fixed the issue where market-intelligence init would not appear on the dashboard 5. Fixed a custom report upload bug ## **Release Version**: **v6.9.104** **Release Date: February 6, 2025** 1. News Insight Matrix\ (1) Developed Dashboard functionality\ (2) Developed Table functionality 2. Single Company Popup\ (1) Added a display for News Insight Matrix results 3. Dashboard\ (1) Added a display for News Insight Matrix results 4. Smart Monitor Bot\ (1) Added Company Level Export and Document Level Export functions on the overview page\ (2) Added Company Details Export function on the single company page ## **Release Version**: v6.9.97 **Release Date**: January 24, 2025 **News Insight Matrix** * Developed **Dashboard** functionality. * Developed **Table** functionality. **Single Company Page Popup** * Added **News Insight Matrix** results display. **Dashboard** * Added **News Insight Matrix** results display. **Smart Monitor Bot** * Overview page: Added **Company Level Export** and **Document Level Export** functionalities. * Single company page: Added **Company Details Export** functionality. ## Release Version: v6.9.72 **Release Date**: December 27, 2024 **Menu** * Added the **Active Bot** page. * Updated the **Bot Marketplace** page UI, introducing a new feature for grouped bot displays. **News Flow Tracker** * Added a **Dashboard Statistics** page. ## 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. 2. 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. 3. Concept * **Enhancement**: Improved the preview style for user concepts. 4. 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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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