5.2

Release Date: January 27, 2026

Any documents encountered processing issues are now automatically tagged by the Canopy System. For better visibility, these documents are grouped under the Processing Errors/Warnings category in the Filter Panel.

Processing Errors/Warnings status includes:

• OCR Incomplete
• Text Extraction Incomplete
• PII Detection Failed
• PII Detection Incomplete
• Tables Not Mappable

We’ve now upgraded all the Social Security Number (SSN) fields across the application to support flexible data entry and improved privacy masking.

• Flexible SSN Data Entry: When entering SSN data into an entity, users are no longer restricted to entering a full 9-digit number. They can now enter any digit of an SSN, whether it’s just the last four digits, a partial segment, or the full number.
• Entity Support: Entities now support both full and masked SSN formats.

Refer to Consolidation for details on how Canopy handles entity merging logic for entities with varying SSN formats.

We’ve updated our processing engine to ensure the internal folder hierarchy of ZIP archives is fully preserved during Processing.

When uploading archive files, Canopy now captures and displays the complete internal directory structure, allowing users to navigate and search data exactly as it was organized in the uploaded container.

We’ve upgraded our engine to significantly improve the stability of bulk mapping when handling large uploads.

This release includes significant infrastructure improvements designed to ensure maximum integrity and security.

Release Date: February 02, 2026

We have remedied a validation logic error that intermittently suppressed the visibility of Suggested Entities.

Release Date: February 05, 2026

We’ve fixed a bug that prevented Auto Review from adding personal information when multiple Excel columns were mapped to the same entity field. Each unique field column will now be accurately mapped and included in the document during Auto Review.

We’ve implemented a secondary validation for all Qualifying Rules to ensure that all entities added to documents meet your specified criteria.

We’ve fixed an issue where country-specific fields, such as the Canada SIN were not added to the document if the model did not explicitly identify the country. These fields will now populate correctly.

We’ve refined the logic in the Auto Review modal to support last names presented in parenthesis. For example, a name like Sarah Elizabeth Thorne (Jenkins) will now be captured in full.

Release Date: February 08, 2026

We’ve completed a routine infrastructure upgrade to the Kubernetes Control Plane. This is a backend-only update, and it will not affect your workflow.

Release Date: February 10, 2026

We’ve fixed bugs on the SSN data entry component so that it supports flexible entry and masking.

• Resolved Empty SSN Entry: Fixed a bug that allowed users to save a fully masked, empty placeholder (xxx-xx-xxxx) as a valid SSN.
• Copy & Paste SSN: Fixed a bug that prevented SSN pasting. The field now also features automatic SSN masking on paste. For example, pasting a 4-digit string (4321) will automatically prepend a masked character to form a valid xxx-xx-4321 entry.