AutoClassifier 7.0.0.0 Release Notes

This page outlines all of the updates and enhancements in this release. For more information on upgrading, see How to Upgrade AutoClassifier.

August 2024- v7.0.0.0

The following features and updates are new in this release of AutoClassifier:

System Enhancements

Feature

 Description
Upland Software, Inc rebranding

UI updates were made for AutoClassifier to match the standard Upland Software, Inc format. The following will now match the Upland style:

  • The AutoClassifier installation wizard

  • The AutoClassifier end user license agreement (EULA)

  • The UI in the AutoClassifier administration portal
Document chunking components

When using AutoClassifier 7.0.0.0 to implement vector search, you can now use our new chunking pipeline stage to break down large documents into small segments.

The chunking stage can be configured to specify the number of characters per chunk, the chunk overlap percentage, and the chunk separator characters. Our chunking stage also provides optimized logic for Microsoft Office documents to generate the ideal chunk sizes based on chapters, slides, and sheets. Additionally, the recorder component will now save child item and chunk item properties. For more information, see Applying chunking capabilities to your data.

Document Intelligence support

This release of AutoClassifier adds the Azure Document Intelligence component to integrate with the Microsoft Azure Document Intelligence Service to extract plain text and insights from documents using AI technologies. This component automatically performs optical character recognition (OCR) on graphical information within documents, extracts specific structured fields from document content, processes tabular data, and outputs it in formats that are easily understandable and consumable by AI models in generative AI processes and vector search.

Additionally, the Document Intelligence component includes the following key features:

  • Expanded file format support

  • Selective field extraction with confidence scoring

  • Enhanced plain text extraction with page information

  • Optimized table data processing

For more information, see Azure Document Intelligence component.
AutoClassifier licensing enhancements

In AutoClassifier 7.0.0.0, a new licensing module for on-premise deployments has been introduced to validate the status of your AutoClassifier license during numerous processes and display the current status in the UI. You must contact Upland BA Insight support (bainsight-support@uplandsoftware.com) to obtain a license, which will expire at the same time as your AutoClassifier subscription.

When your license is close to expiring, the AutoClassifier UI will display a banner message, reminding you that your subscription is about to expire. Once the license has expired, you will still be able to access the AutoClassifier administration portal, however, AutoClassifier will stop processing any documents and a license expired error is returned on all API calls.

For more information on adding your license to your AutoClassifier environment, see Adding your AutoClassifier license.
Administration portal functionality enhancements

AutoClassifier has implemented a new UI design for the administration portal, which provides additional functionality to admins. The following UI functionalities are new in this release:

  • Admins can now edit the name of their taxonomies by clicking the Edit button on the Manage Taxonomies page.

  • Whenever admins perform an action in the administration portal, a snackbar message will appear with a relevant message for the action that was performed.

  • If there are unsaved changes in a pipeline, a warning banner will now display at the top of the screen.

  • The left side panel can now be viewed in a collapsed or expanded state.

  • Admins will now receive a confirmation dialog before they can delete an item in the administration portal.

  • On the manage taxonomies screen, when selecting a new component type, additional descriptive text now displays for the selected component type.
Support for Microsoft video indexer offline pipeline

The configuration settings for the Microsoft Video Indexer component hav been updated to address changes with the Azure AI Video Indexer.

Admins can now add the Microsoft Video Indexer component to an offline pipeline. For more information, see How to Classify videos.
Support for Managed Identities

This release of AutoClassifier adds support for managed identities authentication. AutoClassifier is now able to connect with the AutoClassifier database in the following authentication methods:

  • Microsoft Azure Active Directory username and password authentication

  • Microsoft Azure Active Directory Integrated authentication

  • Microsoft Azure Active Directory Service Principal authentication

  • Microsoft Azure Active Directory Managed Service Identity (MSI) authentication

To configure one of these authentication methods, a valid connection string is required. For more information, see AutoClassifier Engine Post-Installation Configuration.
Deprecated endpoints The Content Enrichment Web Service (CEWS) is deprecated and will be removed in a future release. Upland BA Insight recommends using the Enrichment Web API when integrating with Connectivity Hub.
Removed services

The following services and functionalities have been removed from AutoClassifier 7.0.0.0:

  • Term suggestions

  • Carrot2 clustering
Removed Components

The following components have been removed from AutoClassifier 7.0.0.0:

  • Named Entity Recognition

  • Docuvision

  • Clustering Service

Bug fixes

  • The Section Information Extractor component did not return the correct number of results. (BAI-11878)

  • The error messages to indicate a failure during the machine learning training process page were displayed in green text. (BAI-12165)

  • The error received when exporting a Machine Learning stage and importing it to a pipeline stage, has been updated to be more informative. (BAI-12166)

  • Attempting to train a machine learning provider with an invalid secret ID would cause the process to infinitely load. (BAI-12171)

  • Request retry attempts for NetDocuments adapter crawl jobs would start at 0 instead of 1, meaning retry attempts would not be equivalent to the value specified in the UI. (BAI-12240)

  • When an adapter had an idle status, the actions menu showed actions that should not have been available to the adapter. (BAI-12241)

  • The names of adapters in the existing adapters list are now truncated to prevent UI errors. (BAI-12244)

  • During a crawl job, items that failed to be processed in AC will now be recrawled during the next crawl job. (BAI-15327)

BREAKING CHANGES

The following are breaking changes that may affect your integration. Please ensure that you carefully review this list before upgrading to AutoClassifier 7.0:

  • When upgrading Connectivity Hub 4.0 to integrate with AutoClassifier 7.0, the URL that is used in the service URL to communicate with AutoClassifier must be updated. For more information, see Configure Your Azure Cognitive Search Target in the Connectivity Hub documentation.

  • The default installation folder is now <program files>\Upland BA Insight\AutoClassifier\. Please follow the install and upgrade instructions to ensure a seamless transition when upgrading to AutoClassifier 7.0.