--- title: "Release October 11, 2026" slug: "release-october-11-2026" updated: 2026-10-25T10:37:16Z published: 2026-10-25T10:37:16Z canonical: "knowledge.lightico.com/release-october-11-2026" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Release October 11, 2026 Admins can now build custom document processes in Document Analyzer through a no-code builder. This release also adds a default invitation channel, Resend Invite in Case Manager and an option to disable it, passing your own data through Case Manager webhooks, and new operators for building conditions. --- ## New features This release includes the following new features: ## Document Analyzer ### 🧩 Document processing your business team can own Document Analyzer's IDP (intelligent document processing) capabilities just became dramatically easier to put to work. With this release, admins can build a custom document process with no-code interface. From there, you can: - Choose the AI model behind your process - Add the documents it should expect and mark each as mandatory, optional, or conditional - Build validation rules - Choose which data appears to your team - View, search, and manage every process from one central list For more information, see: - [Set up a document for Document Analyzer](/v1/docs/set-up-a-document-for-document-analyzer) - [Create a document analysis type](/v1/docs/create-a-document-analysis-type) --- ## Collaboration Room ### βš™οΈ Set a default invitation channel Admins can now set whether SMS or email is preselected as the default invitation channel when agents invite customers, at both the system and team settings level. Agents can still switch the channel when starting a session, but this enables admins to choose which channel shows by default. This setting applies to both Collaboration Room and Case Manager sessions. For more information, see [General session preferences](/v1/docs/session-preferences#default-delivery-channel-for-customer-invite). ### πŸ”’ Disable the Resend Invite option Admins can now control whether agents are able to resend session invitations to customers. When disabled in system settings, the Resend invitation option does not appear in the agent collaboration UI. This helps organizations that manage invitations through other channels avoid duplicate or conflicting invites reaching customers. > [!NOTE] > Note > > In this version, this setting applies only to Collaboration Room sessions and not to Case Manager. For more information, see [General session preferences](/v1/docs/session-preferences#enable-or-disable-resend-invite1). --- ### Improvements #### πŸ†” See exactly why an ID failed a DMV verification check The [**IDV Completed event**](https://developers.lightico.com/docs/api-reference/hx4t0ssicfwdy-events#idv-completed) now includes a new failure reason, AAMVA check, returned when an identity document's data doesn't match the issuing state's DMV records. This gives developers consuming the webhook a precise, actionable reason instead of a generic failure code. #### βœ… Document status now reads "Completed" for every role The document status shown in the session bubble now reads "X of Y *completed*" for all participant roles, replacing "signed" wording that could be misleading when a participant's role was to view or download rather than sign. This applies across Dynamic Documents, PDF Templates, and External Documents, in both the customer and agent views. **Viewers** continue to be shown separately and aren't included in the completed count. --- ## Case Manager ### πŸ“¨ Resend session invitations in Case Manager Agents can now resend a session invitation to a customer directly from Case Manager, bringing it in line with the same capability already available in Collaboration Room. A brief cooldown prevents repeated resends in quick succession. For more information, see [Complete a case](/v1/docs/complete-a-case#resend-an-invitation1). ### 🏁 End customer sessions when a case reaches a final state Admins can now have a final state in the Case Manager lifecycle end the customer session automatically. With **End the customer session** turned on for that state, the session ends as soon as the case reaches it. Post-session access then follows your existing End session access setting, which applies to both Collaboration Room and Case Manager sessions. For more information, see [Configure a case type](/v1/docs/build-a-case-lifecycle#2-configure-states). ### πŸ” Pass your own data via Case Manager webhooks Developers can now pass their own free-form key-value data into the Case Manager **Create Case** and **Update Case** APIs, and that same data is returned in Case Manager webhooks. This makes it easier to match Lightico events back to your own records without an extra lookup. For more information, see: - [Case Manager endpoints](https://developers.lightico.com/docs/api-reference/f072807d8330f-create-case) - [Case Manager webhook events](https://developers.lightico.com/docs/api-reference/hx4t0ssicfwdy-events#case-added) --- ### Improvements #### πŸ“± Verify customer contact details at a glance in Case Manager Both the invitation and OTP channels β€” email and SMS β€” are now displayed prominently on the case for agents. This makes it easier for agents to assist customers who cannot find their OTP code. #### 🏷️ Clearer labeling for the primary participant field The "Session Owner" field in the Customer Summary and Participant Details windows in Case Manager is now labeled "Participant 1," removing ambiguity about whose details agents should enter. Helper text has been added to guide agents when setting up a session. --- ## Admin Center ### Conditional logic upgrades The condition builder, used in Case Manager to control tasks and in Document Analyzer to define document rules, now includes the following upgrades: #### πŸ’‘ Build rules around date ranges and close matches Conditions now support date ranges and approximate text matching, so the logic you build is closer to the rules your team actually works by. Two new operators: - **Within:** checks whether a date falls within a range you set, counted in days, weeks, months, or years before or after another date. Works with a date Attribute or a system value like Current date. - **Similar to:** compares a text Attribute to a value and passes when the match meets a similarity percentage you choose, from 50% to 95%. #### πŸ—‚οΈ System values organized by category Values that used to sit together under System value are now split by category. User, Team, and Role each have their own, and System value keeps the general ones. For more information, see [Setting conditions for cases and document analysis](/v1/docs/setting-conditions-in-case-manager-and-document-analyzer). --- ## Fixes ### Collaboration Room Resolved the following issues: - There was an inconsistency in sending Workflows with External Documents. - The signature placeholder was presented over an incorrect or previously signed signature field in very high page count PDFs. - External Document defaulted to the cosigner selection first before the primary signer in the agent UI. - An HTML document set for download only had its button grayed out in the customer session. - Portuguese localization was missing when a user was presented with β€œAccess Denied.” - Completion emails were sent to an agent who did not create the session when that agent accessed the session before Workflow completion. ### Admin Center Resolved the following issues: - Customer offline duration could not be edited in the incomplete session notification settings. - Workflow back navigation ignored the folder path. - HTML document headers were fixed to left alignment and could not be changed to right or center. - Clear formatting did not remove the background color on a cell in an HTML table. - Within the Workflow switch step edit view, the tooltip hint did not update when using System values. - The HTML chart window lacked scroll support, and content was cut off on smaller displays. - Custom integration hub settings tabs were missing scroll support. ### Case Manager Resolved the following issues: - New activity emails were wrongly triggered for customers when an agent opened a case task. - In Case Manager, an HTML Generate document action did not show updated Attribute data if the document had previously been generated. ### API Resolved the following issue: - Duplicate or multiple Workflow Completed events were sent. ### Salesforce integration Resolved the following issue: - Completed PDF files were uploaded to the integration user’s Files library instead of the associated Case or session record. --- ## Release timeline | NA1 | EU4 | EU2 | | --- | --- | --- | | October 11, 2026 7:00 AM UTC | October 12, 2026 9:00 PM UTC | October 19, 2026 11:00 PM UTC | **IDP (intelligent document processing)** is an industry term for automated document handling, such as classification and data extraction, which in Lightico is implemented through features like adanced processing for Document Requests and the Document Analyzer module. A module within the Lightico Platform that enables you to complete all parts of a customer journey from a single, chat-style interface. You can obtain signatures, verify ID, collect supporting documentation, collect payments and more. A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case. Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions. An identifying label that you bind to data in a session that enables you to organize and make use of the data during the session. Values that the Lightico system either generates or regularly records from session, case, or analysis data. For a full list of available system values, see [System values](/v1/docs/system-values).