Introduction
This document includes information about the new features, other improvements, and corrected known issues implemented in the general availability version Clausion FPM 22.04.
The previous general availability release is Clausion FPM 22.01.
New Features and Other Improvements
Clausion FPM Web Client: Okta authentication
Feature ID: FD-3646
Previously data in the Clausion FPM Web Client was authenticated by Windows or OAuth. Now a new authentication method "Okta" has been added with its own configurations and settings.
Users can be authenticated by any of the three (Windows, OAuth, or Okta) methods as per the requirement and security settings in the Clausion FPM Web Client.
Clausion FPM Web Client IP address restrictions
Feature ID: FD-2769
It is possible to restrict access to web site (= web client) to only certain IP addresses. These Allow and Deny rules can be specified in IIS. If you want the restrictions to your environment, please contact Clausion Customer Support for instructions.
Windows Server 2022 Support
Feature ID: FD-2620
Support for Windows Server 2022 has been implemented. Windows Server 2022 has been tested as web server and application server on virtual machine "Windows2022DeQA". DR has also been tested with WCF settings.
Compliance with XII Transformation Registry 4 in iXBRL Viewer
Feature ID: FD-2503
Clausion iXBRL Viewer now shows the transformation type of the facts, and is capable of transforming the date and number (e.g. fixed zero, when non-existing fact shown as text) formats for which Transformation Registry 4 (TR4) defines the transformation formula. TR4 was made the only possible transformation registry used in Clausion ESEF Reporting Tool already in version 21.12.
In addition to the field for fact type and transformation information, a selection to show original fact value has been added.
Windows 11 to supported environments
Feature ID: FD-1799
Microsoft Windows 11 has been added to the Clausion FPM supported environments. Clausion FPM Desktop Client, Web Client, and Dynamic Reporting for FPM have been tested and verified to work fine in Windows 11 environment.
Clausion FPM Web Client: Deleting XBRL templates
Feature ID: FD-1278
New functionality to delete XBRL templates has been implemented in the Clausion FPM Web Client.
The user can select a relevant template and click the Delete button to remove all its details from the system.
Datacol definition should override defcol definition (e.g. account definition)
Feature ID: FD-61
1) Account has been defined on a row and on some columns. The account defined in the column is different than the account defined on the row. The value shown in the cell is either according to the account defined on the row or the column depending on, whether there is an account defined in the column or not. The solution does not require the Add_Accounts_From_Excel parameter to be added to the xml file.
2) Performance improvement: only those accounts that are shown in the report are retrieved from the account chart. The performance improvement implemented in version FPM 6.1 broke the implementation according to item 1. To improve performance, the Add_Accounts_From_Excel parameter is added to all areas and sheets of the input and report templates.
Note! The change must be done to all existing templates, in which the accounts have been listed in the xml file to improve performance (breaking change).
Logging of changes of figures made by user
Feature ID: FD-37
Earlier the changes made by end users were recorded only to the user's log file and changes done by integrations were hard to locate. After this implementation it is possible to enable transaction logging, which:
- Records all the changes done to figures, and
- Writes those changes to a log file in a predefined interval. Log file writing is meant for on-premise installations.
This feature does not record the changes to figures that are caused by changes to hierarchies.
Corrected Known Issues
Issue ID | Issue | Resolution | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
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FD-3875 |
Clausion FPM Web Client: Decimal separator [,] changes to [.] |
In Clausion FPM Web Client, versions 22.01 to 22.03, when comma (,) is used as a decimal separator in language setting, inputting decimal value to input template changed the value to non-numeric. The issue has now been fixed, and the user is able to add numeric values with a comma separator in e.g. the Finnish environment. | |||||||||
|
FD-3515 |
Data for the unit selected in task selections does not show if data column setting includes another unit |
Data is displayed in templates which have defined a unit in the datacolumn of the XML file. Note: In the specified environment which has defined unit BWNonAllocatedItem in XML, data is displayed when selecting
| |||||||||
|
FD-3510 |
An error occurs while opening a report with multiselect on area 2 if no data is fetched to area 1. |
Previously an error occurred while opening a report with multiselect on area 2 if no data was fetched to area 1. The issue has now been fixed, and no more error occurs when opening the template. | |||||||||
|
FD-3460 |
Automatic Counter Entries (ACE): Old entries are not deleted/zeroed, if ACE rule is removed or no longer valid |
This solution corrects a situation in which the counter entry rule or its period of validity, for example, start date of the rule has been changed. Version update takes the DATAMAIN_COACCKEYUDID column into use. The column data is the account that the counter entry is based on. In earlier versions this column included no value (null) or the target account itself. For example: Counter entry (ACE) rule from account 330008 to 430008 User inputs to account 330008 value 100 Values in database
This info is used to clear outdated counter entries (source data missing or rule no longer valid). Because this data was not correctly saved into earlier entries, it is recommended to run IDC calculations during the version update. After calculations the previously created counter entries should be reviewed. If you are sure that also a counter entry with counter account (coaccount) has been created for all of these, you can remove those without the counter account information. Reviews can be done by running the following query (execute for all existing data types by changing the table name; the bold part): select * from FMDATAMAINACT1_1 WHERE DATAMAIN_INPUTTYPE=1 AND DATAMAIN_COACCKEYUDID IS NULL AND left(DATAMAIN_COMMENT,3) in ('ACE’) It is recommended to execute this query already when planning to update. Thus it is already known if data rows that need specific attention, exist in the environment. | |||||||||
|
FD-357 |
Automatic Counter Entry (ACE) row is not removed from database when the source entry is zeroed |
Previously when all the periods of an ACE source entry were zeroed, the counter entry was zeroed too, but the row was not removed from the database. The issue has now been fixed, and automatic counter entries are removed when the source is zeroed. |