Q2 2024 Releases

TrustX v1.0.16.6

Publish Date: June 5th, 2024

Release Date: June 12th, 2024

💻 Functionality

What's New

Extensible checks enable users to write complex data structures and expand the available verification checks using a Cloud Function. For example, users may want to include address verification data as part of the check results. For more information, such as configuration instructions, see the guide to Extensible Checks.

Improvements

When viewing acceptable document results in the Process Instance details page of the Backoffice, 'Acceptable Document' has been renamed to 'Acceptable Document Type' for each check. See the Process Instances Overview guide for a response example.

TrustX May 30th - Update

Publish Date: May 30th, 2024

Release Date: May 30th, 2024

Overview

On May 30th, TrustX applied an update that fixed an error which could occur with Process Definitions when the following scenario occurred:

A new version of an existing Process Definition is created, modified and saved but not deployed in the Backoffice.
The administrator attempts to test the Process Definition using the 'Test' function available when viewing an individual Process Definition from the Backoffice.
The existing deployed Process Definition may return an "Unexpected error" exception after the new Process Definition is tested.

This update resolves the issue outlined above so that existing Process Definitions are not affected when testing newly saved Process Definitions.

TrustX v1.0.16.5

Publish Date: May 21st, 2024

Release Date: May 27th, 2024

Overview

This release will be applied to all regions.

💻 Functionality

What's New

The Counter activity allows users to easily track of the number of times an action is performed. This can help manage the flow of a Process Instance depending on the current count of the activity. See the Setting Counters guide for details on configuring this activity.
The Pause & Resume functionality will enable users to pause a pending Process Instance and resume where the end-user last left off, without interrupting the ID&V flow. For more information, see the Pause & Resume a Process Instance guide.
The following new functionality has been introduced for Custom Data Forms:
- Custom Data Forms now support Transient Data when using string, email address, and password fields. Transient data refers to data captured by a custom form that is temporary and will not be stored by the process server. See Collecting Transient Data for configuration details and examples.
- New input types for Custom Data Forms include email, password, and number input types. See Custom Form Elements for more information.
The 'Clear Variables' activity will enable users to clear any process variable and remove them from the Process Instance so that they will no longer exist. For example, this activity can be used to clear the _redirectUrl so that the end-user will no longer be redirected to the URL previously defined as the _redirectUrl . For more information on the input parameters of this activity, see the Activity Parameters guide.
Early Access OpenID Connect (OIDC) Clients enable users to integrate OIDC protocol to standardize authentication and authorization of end-users. This will allow users to authenticate end-users from their desired application before starting the ID&V flow in TrustX. For integration steps, see the OIDC Integration guide. OIDC integration is disabled by default. To enable this feature, contact Daon Support to get started.
Early Access The 'Clear Timeout Activity' will allow users to remove the timeout execution variable, enabling users to perform additional operations after a timeout occurs. See the Clear Timeout Event guide for integration steps.

Improvements

Custom languages allow users to set a language specific configuration per tenant. Please contact Daon Support with details on the desired language to be configured. A JSON language file for the specified language will be provided where the file may modified. Once complete, the modified JSON file will be returned to Daon Support for configuration in the Backoffice.
A 'Redirect User V2' activity enables users to extend the redirect functionality and pass parameters to the redirect URL. See the Optional - Include Additional Parameters section of the Pause & Resume Process Instance guide for further details.
Cloud Function have been updated to include the following features:
- Cloud Functions will now run from a predictable fixed IP address that users can include as part of their IP Approval list. For more information, see Approve Cloud Function IPs.
- A new Python 3.12 Environment that includes additional libraries to support cryptography operations is included as part of this release. See Cloud Function - Python 3.12 Environment for more details. Access to this environment must be requested per tenant. Contact Daon Support with the tenant name to request access to this environment.
- An Execute Cloud Function v2 activity is introduced that can run in both Python 3.9 and Python 3.12 Environments. This activity is required to take advantage of the additional libraries and fixed IP ranges specified above.
The following updates have been introduced for document capture:
- Document capture improvements provide support for PDF417 scanning. This functionality is available using the 'Capture Document Image - Front V2' and 'Capture Document Image - Back V2' activities. For details on configurable input parameters, see Capture Document Image - Front v2 and Capture Document Image - Back v2
- Added metric reporting mode for sending document capture session data to TrustX. For more information, see the Document Capture section of the Document Capture guide.
- Introduced 'flash experience' feedback when confirming an image during document capture. This provides improved usability during the capture process. See Flash Experience for more information.
Custom Forms that utilize variable substitution to return a value from a Cloud Function will ensure that if an array is returned, the first value within the array will be used as the default input parameter for text fields.
The following improvements have been introduced to the Trustweb Application:
- A new error message will appear when capturing a document or face if the end-user has denied camera permissions. This error message reads: "Permission to access the camera is required to proceed. Please enable it in your browser settings to continue." A retry button will also be provided to restart the capture once permissions are provided.
- Camera selection is restricted during the face capture process such that only the selfie camera will be available during face capture. Document capture will still provide an option to choose between the front-facing and back-facing cameras.
- The file upload for Additional Documents is now case insensitive. For example, both '.PNG' and '.png' files will be eligible for upload.
- The message observed on the Review Process page of the Trustweb application has been updated and now supports translation for all languages.
Various UI improvements have been introduced to the Backoffice application:
- When browsing Process Instance or Process Definition search results, and the user enters a Process Instance or Process Definition details page, after clicking the back button, they are directed to page 1 of the search results. This functionality has been improved to return the user to the last visited page of their search results.
- When a session in the Backoffice expires, the user will be automatically logged out. Upon the session expiring, users will now be redirected to the login page.
- When creating a new Process Definition, the button that appears next to the 'Import file' text label will now open the file browser, allowing users to select a BPMN file.
- Theme information will now appear on the Process Definition details page. This will allow users to view what theme the Process Definition uses and the theme version.
- A warning message will now appear when requesting to delete a Cloud Function or Cloud Secret. This message will advise that the action is permanent and cannot be undone.
- A logout button has been added for tenants that do not have any permissions configured.
- Introduced various UI improvements to the Visual Form Builder to ensure page elements appear without container overflow.
- Introduced a 'read only' toggle when creating Custom Data Forms using JSON schema. When set to 'read only', the 'Retake' button will not appear on the preview screen. This value is set to 'read only' by default.
- The button used to update the status of a Process Token has been updated. This button will now appear under the 'Actions' column when viewing a list of all Process Tokens from the landing page.

Bug Fixes

Key	Description
SKY-2495	When creating a new Process Definition using a template, the BPMN diagram would not appear within the Process Designer if the same template is selected again for a new Process Definition.
SKY-3301	Fixed the number of Privacy Policy that appears on the Consent Page for Android devices.
SKY-5426	Custom Form validation did not function as expected when a non-empty default value is set for components of the type “text“ with required validation as true.
SKY-5833	Resolved an issue where the alignment of errors returned for an additional document was not correct for the Hebrew language.
SKY-5834	Fixed an issue relating to sorting Process Definitions in the Process Definition landing page. Tables are now sorted by the Last Updated date by default.
SKY-5888	Resolved an issue for Additional Document Capture language where if an error message is displayed and the configured language is changed, the error message will not be translated correctly.
SKY-5896	The 'date' and 'cycle' options have been removed from the timer parameters of the timer boundary event activity as these options are currently not in use.
SKY-5904	Removed the unused spanner icon for gateways, boundary events, and activities as this option is currently not in use.
SKY-6097	Resolved an issue when creating Custom Data Forms where users could not select any date if the date format specified as the 'Language-specific Formatting' value was not a valid format.
SKY-6152	Fixed a bug when utilizing the Visual Form Builder where a notification panels disappeared from the form builder when the 'Allow Timer' parameter is set to true and the user exits preview mode. This has been resolved such that the notification panel will not disappear from the form builder.
SKY-6175	For Android devices, the 'review screen' has been updated to match the formatting and text consistent with the Trustweb application.
SKY-6284	Resolved an issue when configuring custom countries in the 'Select Document Type' activity. Previously, the 'label' parameter was not showing the defined custom label. This has been updated to ensure the correct label is show.
SKY-6311	Fixed a bug when configuring the timeout boundary event on activities. The set 'Timeout in Seconds' value would not match the actual time it took for the timeout event to occur. This has been resolved to ensure the configured 'Timeout in Seconds' will be the exact time the boundary event will occur.
SKY-6397	When using iOS devices, users were not given an option to upload additional documents, only to capture them. This has been resolved to provide an option to upload additional documents as intended.
SKY-6447	Resolved an issue where the user was unexpectedly logged out when attempting to add a new language to a new version of an email template. Once the 'Save Changes' button was clicked, the user would be logged out.
SKY-6474	Fixed an issue where long Cloud Function names would overlap the background UI element when viewed in the Process Instance details page.
SKY-6478	Two error messages that occur during Additional Document Capture were not translated to Hebrew. This has been resolved to translate as expected.
SKY-6481	Resolved an issue where it was not possible to upload an image from the phone gallery when completing the additional documents step. This issue occurred for both iOS and Android devices. This bug has now been fixed to include an image upload option.
SKY-6487	Fixed an issue where timeout errors were not translated to the selected display language in the Trustweb app. This has been resolved such that the correct language will be displayed for each error message.
SKY-6601	When creating forms using the Visual Form Builder, page elements did not have unique IDs. This has been updated to ensure each page element has a unique ID.
SKY-6726	When entering a reserved word such as 'test' as the name of a Custom Data Form, an unexpected error is returned. This has been updated to provide a more detailed error. For example: "The API request contains invalid data in one of the input fields: Field Name: name Error: Provided input must be a valid word. Found: Test"

Deprecation Notices

API

The following APIs have been deprecated as part of this release.

The API PUT /api/process-manager/processTokens/{processTokenId} is now deprecated. The API to update process tokens should be used instead.

Please see prior release notes for previous deprecation of APIs.

Activities

The following activities have been deprecated and are no longer recommended for use.

Notice	Deprecated	Scheduled for Removal
Face Matching Customers using `Face Matching` activity (FMG001) should move to `Document to Face Matching` (FMG01).	1.0.16.5	1.0.17
Switch To Desktop Customers using `Switch To Desktop` activity (STD01) should move to `Switch to Browser` (STB01).	1.0.16.5	1.0.17

Please see prior release notes for previous deprecation of Activities.

Others

The following Checks which are included by default as Session Data are to be considered deprecated and will be removed in a future release:

API Updates

Please see the API Changelog for details of the latest API updates.

Other

Email activities send emails with the mime-type multipart/mixed , previously emails were sent as text/plain or text/html.

TrustX v1.0.16.4.7

Publish Date: May 20th, 2024

Release Date: May 20th, 2024

Overview

Release v1.0.16.4.7 introduces a number of changes to the document capture process to increase the level of stability during the capture process.

The release sees the introduction of:

Improved handling of errors throughout the system.
Enhanced identification of errors during ID Capture.
Strengthened resilience for handling timeouts and exceptions during WebAssembly loading.

This release only applies to specific shared regions and will not impact dedicated environments at this time.
An iOS memory issue has been identified with versions earlier than iOS 16 that may impact document capture functionality. To ensure optimal performance, and a seamless experience, Daon strongly recommends updating your device to the latest version of iOS where possible.

TrustX v1.0.16.4.6

Publish Date: May 14th, 2024

Release Date: May 15th, 2024

Overview

Release v1.0.16.4.6 increases the event logging for document capture and sending session events from iFrame integrations for metrics and reporting purposes.

The release introduces additional events to the logging process, which are:

Doc capture page opened
SDK loaded
SDK error loading
WASM loading
WASM error loading
Capture started
Capture ended

This release only applies to shared regions and will not impact dedicated environments.

TrustX v1.0.16.4.5

Publish Date: May 14th, 2024

Release Date: May 15th, 2024

Overview

Release v1.0.16.4.5 increases the event logging in the TrustWeb front end for metrics and reporting purposes. The release introduces additional events to the logging process, which are:

Doc capture page opened
SDK loaded
SDK error loading
WASM loading
WASM error loading
Capture started
Capture ended

This release only applies to specific dedicated regions and will not impact shared environments.

TrustX v1.0.16.4.4

Publish Date: May 9th, 2024

Overview

Release v1.0.16.4.4 provides a bug fix for Custom Forms such that two forms that appear sequentially within a Process Definition will advance after the expected idle period.

This release only applies to shared regions and will not impact dedicated environments.

Bug Fixes

Key	Description
SKY-6596	Resolved an issue when utilizing two Custom Data Forms within a Process Definition. If the forms appeared in the Process Definition sequentially, and the 'continue' button was disabled, the Process Definition would not advance to the next step of the flow. This issue has been resolved such that two Custom Data Forms placed sequentially within a Process Definition will continue after the idle wait period has ended.

TrustX v1.0.16.4.3

Publish Date: April 26th, 2024

Release Date: April 26th, 2024

Overview

Release v1.0.16.4.3 introduces iFrame support at the tenant level. This will enable Trust Web to run inside an iFrame.

💻 Functionality

What's New

iFrame support at the tenant level has been introduced, enabling Trust Web to run inside an iFrame. For more information, see the Iframe Support For Trust Web guide.

TrustX v1.0.16.4

Publish Date: April 2nd, 2024

Release Date: April 9th, 2024

Overview

Release v1.0.16.4 delivers TrustX compatibility with the Trust SDK, allowing application developers to integrate the Trust SDK experience within their own native applications.

The release also provides a wide range of functionality updates across the platform, from additional capabilities being added to the custom form function, to significant UX updates to the TrustX back office.

For full details included in this release, see the release notes listed below.

💻 Functionality

What's New

TrustX is now compatible with the Trust SDK. This will provides developers with a simple integration path to take advantage of Trust SDK as part of their mobile application. For more information, see the Android Trust SDK Integration and iOS Trust SDK Integration guides.
New capabilities have been added to Custom Forms
- Custom images are now supported for Custom Forms. Users have the ability to add JPG, JPEG, PNG, and GIF images. For more information, see the Custom Images Configuration section of the custom form guide.
- Notification panels have been introduced to Custom Forms, allowing users to provide additional information in color coded panels. For more information, see the Notification Panel Configurations guide.
Additional Document Capture now supports multi-file capture.
- A new 'Capture Additional Document V3' activity has been introduced to handle processing of multi-file support.
- A new 'Additional document configuration' input parameter has been added to the 'Select Additional Document Type' activity, allowing users to select PNG, JPG, JPEG, and PDF files. All types are enabled by default.
- On the Process Instance details page, users can now see a preview of each type of additional document captured during the ID&V process.
BETA The Visual Form Builder for Custom Forms allows users to build forms using a visual user interface. For more information, see the Visual Form Builder guide.
Restricted Access Added support for the Open ID Connect protocol to TrustX. Currently this functionality is only available as a restricted release.

Improvements

Early Access Regula 7.1 introduces an additional security check. This can be managed using the 'scenario' input parameter in the 'Regula Document Processor 7.1 V2' activity. For more information, see Regula Document Processor 7.1 V2for more information.
When using the redirect URL parameter, users can pass information about the Process Instance using the redirect URL. For more information, see the Process Instances in Redirect URLguide.
Once created, API keys can be deleted from the Backoffice or using the TrustX API. To delete an API key from the Backoffice, see the API Keys Guide. To delete API keys via the TrustX API, see the API Reference guide.
Process Instance search has been updated to include search by Reference ID. This can be accomplished via the Backoffice or TrustX API. For more information, see Searching for Process Instances in the Process Instance guide.
Backoffice Usability Improvements- Many improvements made in order to enhance user interface as well as user experience as listed below:
- A QR Code will be displayed on the process-tokens page, so that the user can scan again if needed. This helps to prevent users from generating a new QR code if the page is closed accidentally.
- Data filters are viewable under various tables in the Backoffice to display the filtering criteria. This will better explain the scope of data being displayed.
- The Cloud Function editor has been updated to appear wider for some displays.
- A search functionality has been added to the left palette of the Process Designer to facilitate the location of specific activities, such as 'Additional Docs'.
- Supported Languages- the free text input field has been replaced with a multi-select dropdown.
- Fallback Language - the free text input field has been replaced with a multi-select dropdown.
- The zoom button will be hidden on the Process Instance details page if no information is available or the length of activities is shorter or equal to 5 activities.
- A back button has been added when inspecting the details of a Process Instance.
- When typing into a search field, the search will not trigger until 600 milliseconds of idle time passes.
- Description of activities will now be shown in the right panel of the Process Designer.
- User session has been improved when returning to the session after some time while the user remains logged in.
- Improved feedback and error handling when adding permissions to an API Key. The Backoffice will now advise on format and provide useful feedback.
- The UI for adding permissions to an API Key have been updated to utilize a list-based system that replaces the text field format of the previous release.
The reviewer email field is now available when viewing tactical review information from the Process Instance details page.
Improved loading times when performing document capture.
Process Instances will now treat the outcome of a Simple Decider as requiring 'REVIEW' if the outcome failed and the overall outcome is set to 'REVIEW'.
Users with audit permissions in the Backoffice are not able to view API Keys that have permissions higher than their role as audit users. When selecting an API Key with higher permissions, users will see that the key is not available and will be unable to issue a token for this key.
The error message returned when face liveness fails has been updated to read: "Your face image could not be authenticated. Please recapture."

Deprecation Notice

The following activities have been deprecated and are no longer recommended for use.

Notice	Deprecated	Scheduled for Removal
Regula Document Processor 6.6 Customers using Regula 6.6 should migrate to Regula Document Processor 6.9 or Regula Document Processor 7.1	1.0.16.4	1.0.17
1.0.16.4 Customers using Write Summary Report V1 should move to Write Summary Report V2 if explicit summary report activity is required. Note, as of 1.0.16.4 summary report will be written by the end activity and will no longer be required without an explicit use case.	1.0.16.4	1.0.17
Capture Additional Document V2, Capture Additional Document (V1) Customers using Capture Additional Document V2 or Capture Additional Document (V1) should move to Capture Additional Document V3 to get the benefit of enhanced functionality.	1.0.16.4	1.0.16.5
Select Additional Document Type (V1) Customers using Select Additional Document Type (V1) should move to Select Additional Document Type V2 to get the benefit of enhanced functionality.	1.0.16.4	1.0.16.5

API Updates

A new API has been introduced for the validation of API keys: POST/api/arthr/permissions/validateAuthorized
A new API has been introduced to provide full contents of 'theme' resources for use in the backoffice application: GET api/theme-server/themes/{id}/all

Deprecated/Breaking API Changes

The API GET api/theme-server/themes/{id} is now deprecated. This API has been updated to remove unnecessary content. This API will now return empty content where it previously returned unnecessary content e.g. "description":""
In order to improve performance the contents of GET api/process-server/processTokens/ will no longer include 'parameters' as part of the JSON body.

Other Updates

ISO date/time format has been applied to all datetimes within the summary report to ensure consistency. In previous release some datetimes were formatted as unix timestamps.

Bug Fixes

Key	Description
SKY-4407	When attempted to add a new version of a Process Definition, if a version of the Process Definition is already being edited, a "name already exists" error was returned. This issue has been fixed such that the user will now be able to save the Process Definition and later save and deploy a Process Definition with the same name.
SKY-4574	The reviewer was not correctly recorded as part of the "Waiting for B/O Review" when returning review information for the userData endpoint.
SKY-4626	Resolved an issue if the output of a cloud function was too large, it was not possible to vertically scroll to see the full output.
SKY-4627	Resolved an issue where the pallet of activities would fail to load in the Process Designer.
SKY-4663	When a new Process Definition was from scratch, after the Save & Deploy button was clicked, the test button was not enabled. This has been fixed so that the test button will be enabled upon saving the Process Definition.
SKY-4942	Resolved an issue when attempting to remove the instructions page from a Process Definition, the page would still appear during the ID&V flow.
SKY-5364	An incorrect "There was an error logging out" screen is shown when a user session in the Backoffice times out. This has been fixed and the user will now be redirected to the login page.
SKY-5507	When a user attempts to upload a PDF as an additional document, and navigates to the Process Instance summary page in the Backoffice to view it, the preview of the PDF was broken. This has been fixed and the PDF preview is now visible.
SKY-5709	Requesting a theme would return an email for the createdBy and lastUpdatedBy fields. This has been updated so that the information will not be returned.
SKY-5837	Fixed a bug when uploading a file that uses a .JPG extension in capital letters, a wrong file type error was previously thrown.
SKY-5893	For documents that contained fingerprint data, the associated captured image did not have a filename in the Backoffice.
SKY-5668	Resolved an issue where it was not possible to complete a proper watchlist check and review within a Process Definition.
SKY-5919	Previously, users were required to create a Process Definition based on a template for the redirect attached to the 'End' activity to redirect as expected. This has been resolved such that users can add the 'End' activity directly from the Process Designer will still be able to redirect the end-user.
SKY-6007	Fixed a bug where listing all process tokens via the API would cause an error.
SKY-6112	The summary.json file contained in the export of a Process Instance had the incorrect formatting for the createdDtm. This has been updated to use the correct format.
SKY-6178	Resolved an issue where a 500 internal error is thrown when a document is submitted without a barcode. This has been resolved so that documents without a barcode will not return an error.
SKY-6268	Resolved an issue where a watchlist that had been renamed to a previously deleted watchlist, could not be deleted.

Known Issues

Key	Description	Impact
SKY-5779	After a Backoffice session has expired, when the user attempts to log in next, they will see an error page instead of the Login page.	Low
SKY-6268	A watchlist that has been renamed to match a previously deleted watchlist cannot not be deleted.	Low

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