11.3 Release Notes

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.

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.