This article lists features, improvements, and bug fixes that are available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
Collaboration Room
🪪 Enhancements to Photo IDV Workflow step
This release strengthens the Photo IDV step to help more customers successfully pass authentication, while giving teams clearer visibility into why a verification passed or failed and how to act on it.
Ensure the correct document is submitted
Document type is now validated before authentication, preventing failures caused by uploading the wrong document rather than an inauthentic one. Users are guided to retry with the correct document, increasing authentication pass rates.
Add flexibility for expired documents
Expired documents can now either fail the step or pass if they are the correct document type and successfully authenticated. This allows teams to recover more successful verifications in lower-risk flows, while still clearly identifying when a document is expired through dedicated result signals and Attributes.
Track fallback verification usage
Instant Support (Mitek’s fallback verification method) usage is now captured in an Attribute, highlighting when authentication succeeded with lower confidence. This makes it easier to flag and act on these cases without blocking successful completions.
Track biometric consent decisions
When selfie comparison is enabled, declined consent is now tracked as a distinct outcome. While this still fails the step, it enables alternative handling, such as routing to manual verification.
Get clearer control over retry logic
Attempts are now split between authentication failures and document correction, with configurable limits and delays. This helps more users recover from errors while ensuring each outcome is clearly defined and actionable.
🧮 Calculated numeric values in Forms
BCs can now define the value of a number Attribute field as a mathematical expression that includes other number Attributes and numbers.
For example, a yearly salary value can automatically calculate a monthly salary by dividing the amount by 12. The calculated field updates whenever the source value is defined or changes and remains read-only during Form completion, ensuring consistent and accurate results.
Case Manager
🔌 Integrate external systems with the Case Manager API
External systems can now create, manage, and advance cases in Case Manager through a dedicated Public API, enabling seamless integration with broader business workflows. The API mirrors agent behavior by enforcing the same business rules, permissions, and validations, ensuring that all actions remain consistent with the Case Manager experience.
Supported endpoints include:
Case creation and management
Create case
Update case title
Update case ownership
Lifecycle discovery
Get all states
Get all transitions
Lifecycle execution
Update case state
Apply transition
This provides a reliable way to automate case handling without bypassing governance, reducing manual effort while preserving process integrity.
🔔 Stay in sync with case activity using webhooks
Case Manager webhooks notify your external systems instantly when key changes occur, so you can react without relying on API polling. You can configure webhook endpoints in the integration hub for three event types:
Case added – when a new case is created
Case state changed – when a case moves through its lifecycle
Case ownership changed – when a case is reassigned to a different owner
Each event delivers a structured, event-specific payload with the latest resulting state, making it easier to keep CRMs, ticketing systems, and backend processes aligned as cases progress and responsibilities shift.
🔒 Prevent unwanted task edits with conditional read-only states
Tasks can now stay visible but locked until the right conditions are met. With the new READ ONLY option in the case type builder, Business Configurators can control when tasks become editable using real-time Condition Rules, ensuring better process control and data integrity.
✏️ Edit Workflows within case templates
You can now modify a task Workflow without navigating away from your current task. Selecting a Workflow in the case type builder provides a direct option to open the builder in a new view. This ensures configuration continuity by allowing you to inspect or modify details while maintaining your place in the case setup.
🟡 Updated task condition configuration
The condition used to control task behavior (such as visibility and editability) now uses the new conditions framework. This update aligns task configuration with other condition settings in Case Manager and provides access to the full set of condition options.
API
🔎 Search active sessions using request payload
A new endpoint (POST /v2.6.1/sessions/search) is now available for retrieving a user’s active sessions by passing the username in the request body, instead of the URL.