September Release Notes

Aunalytics is excited to announce the September 2021 release to our clients. This release will provide clients with model and site enhancement information along with any fixes to existing functionality we have included.

Daybreak

New Landing Page

This month Daybreak users will be greeted by a new landing page when they log into the app. This new landing page provides useful information such as the five most recently used queries, links to documentation and support, and notifications in one centralized dashboard.

Additionally, the new landing page framework enables future enhancements as they are planned or requested by our users. We're very excited for you to discover the new landing page interface. Check it out today by visiting Daybreak today!

Resource Center

This month, we are releasing a new help and interaction feature for the Daybreak app: Resource Center. The resource center will replace the existing documentation link in the upper right corner of the screen with a dynamic, context-aware help and support feature for Daybreak users. The resource center provides a searchable interface to our product documentation site, and will continue to be tailored to provide focused documentation based on where a user is currently interacting with the app.

Currently, the basic documentation overview pages are linked, but this content can be individualized for users based on their solution and context in the UI (e.g. when a user is in the SQL builder, documentation links will show relevant content for that feature).

Check out the resource center by clicking the question mark (?) in the lower right hand side of the app!

New Smart Features™: Income Series

This month, the Daybreak™ for Financial Services data model will now include a new Smart Feature related to detecting changes to a customer's regular income: income series.

The income series Smart Feature employs a classification algorithm to detect recurring deposits that most likely represent a recurring income stream from employment. The model then tracks these transactions to determine months when an income stream increases, decreases, ends, or a new stream starts in order to understand the customer's income profile and employment history. Taken by itself, this information can be useful in gaining further insight about customers, and can also be used to enhance predictions from other models such as:

• The Loan Default Risk Smart Feature, since frequent fluctuations in income or frequent changes of employment suggest loan default risk.
• Next Best Product propensity models since customers changing jobs may be interested in opening products such as an IRA for rollover from their previous employers 401k plan in the months immediately following a job change.

These new features can be used by clients interested in improving their product marketing, managing portfolio risk, or simply to have a better understanding of their customers' income and employment history.

Natural Language Answers Model Retrain

This month we are releasing a newly retrained model for Natural Language Answers™. This month's changes include new synonyms to help adapt the model to the ways users are phrasing questions about their data.

• "Members" is now interpreted as "customers": “Show me all members” will now show records from the Customer table.
• “Customers with accounts acquired with no campaign” now references the AcquisitionType column in the Account table
• "Business" now is equivalent to "non-personal" (one of the values for Customery_Type in the Customer table). “Show me all business customers” will return records in the Customer table where Customer_Type equals "non-personal".

New Feedback Options for Natural Language Answers™

This month, users of Natural Language Answers have a new way to improve that feature through feedback. Previously, when a user clicked the "thumbs down" to indicate that a question was not understood properly, they would be asked to provide a free text description of the problem. Now, users can select a category before providing a specific statement of the desired results. The categories include:

• My query wasn’t fully parsed
• My query was interpreted incorrectly
• The data results were wrong
• My query had a typo
• Other

These categories help the Innovation Lab team understand the type of problem you're facing and will enable better fixes and improvements to Natural Language Answers in the future.

Aunsight™ Golden Record

New "Unity" Backend for Golden Record Allows a New Matching Feature: Grouping Leniency

Some tenants using AuGR will now have the option to enable a new backend that offers improved performance and allows a new Matching feature called 'Grouping Leniency.'

Grouping Leniency is a new match step option with three methods that determines whether a new data point is allowed into an existing match group. The platform calculates the distance of the new data point and allows it into groups based on one of three methods, minimum, average, and maximum.

• Minimum - This method determines match group eligibility by comparing the distance between the new data point and each data point in the existing group and uses the lowest distance as the distance score. If the distance score is equal to or less than the required distance configured by the user, then the data point will be allowed into the group, otherwise it will not. If a data point is eligible to enter multiple existing groups, then it will enter the group with which it has the lowest distance score.

• Average - This method determines match group eligibility by comparing the distance between the new data point and each data point in the existing group and use the average distance as the distance score. If the distance score is equal to or less than the required distance configured by the user, then the data point will be allowed into the group. If a data point exists such that it is eligible to enter multiple existing groups, then it will enter the group with which it has the lowest distance score.

• Maximum - This method determines match group eligibility compares the distance between the new data point and each data point in the existing group and uses the maximum distance as the distance score. If the distance score is equal to or less than the required distance configured by the user, then the data point will be allowed into the group. If a data point exists such that it is eligible to enter multiple existing groups, then it will enter the group with which it has the highest distance score.

Fixes, Improvements, and Enhancements

• Users will now have the option to add one or more tags to be added to all objects uploaded to S3 when utilizing a Transactional Workflow.
• The default schedule for newly created Transactional Workflow jobs is now 'On Demand' instead of 'Every 30 Minutes.'
• Derived properties are no longer available in matching property dropdown menus.
• The platform will no longer return an error when a user attempts to run profiling against an empty schema.
• Improved error handling data type formatting to allow for proper Null/Invalid value handling configurations on mapping.

Release Contents

Issue ID	Description
AUN-15229	Update Sightglass Browser to node v14
AUN-15255	Add validation that resource exists upon creating/updating a data mart
AUN-15296	Metric service no-op adapter
AUN-15299	Add saved query id to batched and regular queries
AUN-15301	CLONE - Dispatcher "compact" operation
AUN-15302	Add Events to track via UserPilot
DATAINT-499	Improve User Level Errors When Configuring A Connection
DATAINT-518	Matching Enhancement - Grouping Leniency
DATAINT-617	Go-Between updates for Job Trigger Resources
DATAINT-622	SSO Error Handling - App Permissions
DATAINT-632	Job control API - Trigger Resource + status 'completed'
DATAINT-649	Identity should include an option for setting the 'sub' claim and return an expiration date
DATAINT-666	Aunalytics Idea Portal - AuGR - Ability to purge transactional workflow tables on a cadence in AuGR
DATAINT-691	File Based Logging
DATAINT-761	Update code to connect to new Cassandra Cluster
DATAINT-769	TXWF -Tag Option
WAT-72	Global Option to Exclude Disabled Checks from Dashboards
DATAINT-712	Grafana: Alert Issue

Bug Fixes

Issue ID	Description
AUN-15116	Datamarts download with include header returns schema instead of header
AUN-15170	Null unsetter not supported for Atlas schema and tags
AUN-15254	Read datamart page crashes if resource specified doesn't exist
AUN-15259	Datamarts versions popup can open many times
AUN-15277	Daybreak is one of operator doesn't work with null values
AUN-15279	Smarty Streets Return issue.
AUN-15283	Hide tokens in logs
AUN-15293	SFTP Write throws No such file or directory
AUN-15294	Daybreak unable to report to Sentry
DATAINT-183	type of a property in a discovered schema changes
DATAINT-537	Make append-only resilient against job stopping
DATAINT-575	Composite record tab stuck on loading after purging and reading again.
DATAINT-606	Profiling an empty schema results in confusing error
DATAINT-608	Identity Caching Bug - Breaks new SSO setups
DATAINT-624	Improve data formatting failure handling
DATAINT-676	Golden Record - Derived Property - Match and Merge Issue
DATAINT-738	User Pilot Guide - Profiling tool for new users
DATAINT-740	Nucleus Deploy is breaking the UI by taking over the ingress trying to serve app_config.js
DATAINT-742	Okta Employee Login error
DATAINT-745	Job UI Issue
DATAINT-747	Regression: Logo config not applied
DATAINT-750	Plugin with No Form Fields - Do Not Force Test & Allow Save
DATAINT-751	Real Time errors in ProdSupport
DATAINT-752	On-Demand Jobs missing Pause Option
DATAINT-754	Unity & Non-Unity: Disabled Job Runs When Triggered
DATAINT-759	Creating a new TXWF sets the onlyUseMVP feature flag to true
DATAINT-766	Derived Property Matching
WAT-73	DQ Analyst Role can edit exception queries