November 2022

Data Management

Pressing on the setting icon next to each set of uploaded files will display the processing settings.

Scroll through the processing settings in read-only view.

Configuring email deduplication is simplified. The option to deduplicate on Message ID has been removed.

A badge appears around the Raw Entity button when raw entities have been added or modified since the last consolidation run.

Deleting raw entities will not trigger this Modified Raw Entities Badge because deleting raw entities doesn’t require consolidation to be run.

Document list rows are now fixed height so more documents can be listed on the screen. Select View More or View Less to expand a row.

Turn off highlighting of Detected PII and Custom Elements on a page-by-page basis.

SmartMap attempts to match on Entity Field names and their aliases.

Entity Field	Aliases
SSN	Soc Sec Num, Soc. Sec. Num., Social Security Number
Name	Full Name, Legal Name
First Name	F Name, FName
Last Name	L Name, LName
Address	Street Address, Home Address
DOB	Date of Birth, Birthday, Birthdate
Phone	Phone Number, Phone No, Phone #
Medical Record Number	MRN, Med Rec Num
Credit Card	CC, Credit Card Number, CC Number, CC Num, CC #
Zip	zip, zip code

Project Names must be unique.

Confirmation is required to switch projects.

The Password Requirements length validation has been fixed.