May 2025 - Dashboards enhancements, new AIDP functionality and updates to the UI

This May release brings you new dashboards capabilities, expansion of AIDP functionality as well as the refreshed view of the records page.

Governance

Exporting Charts and Widgets

As of the last couple of months you were able to test out the new dashboards and start creating your own dashboards using the Dashboard Creator. To learn more about how to do it, please check this article. 

With this May release we are giving you the possibility to export individual widgets in PNG format or download all charts as a PDF to easily share insights.

Managing Dashboard Permissions via API

With the new dashboards experience we have introduced tighter governance with more granular permissioning.

This month we have updated below API endpoints to include dashboard roles that will allow administrators to easily and securely manage dashboard permissions for users and groups, with full audit traceability:

• GET /api/user_entitlements; 
• GET /api/group_entitlements.

Ingestion

Data entity propagation for unstructured data

We’re excited to introduce the Data entity propagation feature in Duco’s AIDP module — a powerful new capability designed to simplify entity-to-composite relationships in unstructured document processing.

Data entity propagation allows header or footer information in documents (such as Account Numbers, Customer Names, or Total Amounts) to automatically associate with multiple composite-level entries (invoice line items, transactions, etc.) without needing to repeat that information for each detail row.

Two propagation types are now supported:

• Forward propagation — propagates a data entity’s value downward through subsequent composite data entities until the next occurrence of that data entity appears. Example: Invoice Number and Customer Name propagate through multiple Line Item entries until a new Invoice Number or Customer Name appears.
• Backward propagation — propagates a data entity’s value upward to preceding composite data entities until a prior occurrence of that data entity is encountered. Example: A Total Amount and Currency value in a Summary section propagates backward to associate with preceding Line Item entries.

You can now enable it in Entity settings section:

The Data entity propagation feature brings a significant upgrade to AIDP’s entity extraction and data preparation capabilities, making document processing smarter and more efficient. It simplifies relationships between header/footer values and detail records, and enhances accuracy and consistency when processing structured documents such as invoices, purchase orders, and financial statements.

Reconciliation

Updated detailed record page view

As mentioned in our February 2025 release, we are now fully removing the individual record details page. We have listened to all your feedback and made sure that all the needed information will be accessible through the right hand side menu in the same format as it was presented on the page.

IMPORTANT | NOTICE ON CHANGES

In one month we are planning to fully remove the old results UI for non-cash and cash processes. 

We have been working hard over the last year to improve your exceptions management experience and based on your feedback we have implemented a lot of changes that will help you be more efficient with your day to day exceptions investigation. 

To support you with the transition, we’ve held a Duco Academy session about the latest UI changes. If you did not have a chance to watch it yet, you can find it in our Duco Academy Recordings or watch below.

Fixed bugs