ITAS Services Release 8.28.2
Expected Release Date: 9th February 2026
Overview
This release introduces several exciting new features and enhancements designed to improve user productivity, provide deeper insights, and streamline workflows within the Data Portal. With the introduction of the Ask ITAS chatbot, new accounting reports and enhancements to user dashboards and document previews, this release continues to build on our commitment to delivering a user-friendly, insightful, and efficient Data Portal experience.
New Features
Ask ITAS Chatbot - Phase 1
The new chatbot feature will be built directly into the Data Portal application and is designed to help users quickly find answers, complete routine tasks, and get support without needing to raise support tickets or search through the online help.
Key Capabilities:
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Contextual Help & Guidance
Users can type natural language questions (e.g., “How do I subscribe to an Alert?” or “Show me how to add remove a column from a data view”), and the chatbot will provide step-by-step guidance or direct them to the correct feature. -
Learning & Tips
The chatbot will proactively share quick tips, new feature highlights, and best-practice suggestions tailored to the user’s role.
Later phases of the ITAS Chabot will build on this functionality to eventually include the following capabilities:
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Data Navigation & Shortcuts
Instead of navigating multiple menus, users can ask the chatbot to take them directly to a specific report, dashboard, or app within the Portal. Example: “Open the CRA app” or “Take me to the Stock Levels Data View.” -
Smart Search Across Data Views
Users can search for data points using plain language, e.g. “Find all trades expiring this week” or “Show open contracts for customer X.” The chatbot will apply filters and return the requested results.
Accounting Reports
Finance teams can now access key accounting reports directly in Hivedome’s Data Portal:
- (P&L) – track revenues, costs, and profitability
- Balance Sheet – view assets, liabilities, and equity
- Aging – see overdue invoices and outstanding balances by time period.
These reports provide a clear, up-to-date view of your financial performance and position, helping you make faster, more informed decisions.
Enhancements
Document Preview - Phase 2
The Document Preview feature used throughout Data Portal has been updated with several features:
- Document Pack Creation
- Document Pack Splitting
- Improved Document Preview
Overall, this release represents another significant step forward in the evolution of the Data Portal, delivering smarter tools, greater automation, and more connected insights. By combining usability improvements with powerful new features, it continues to build on our goal of providing a unified, intuitive platform that supports users across every stage of their data and business processes. For further information or guidance on any of the new functionality, please contact Hivedome.
Bug Fixes
| PBI | Type | Description | Zendesk | Status |
ITAS API
ITAS API (v3.4) Details of changes can be found here: https://itasapiv3r4.docs.apiary.io/#
Updated Services
ITAS Client Services API
Data Catalog
Updated Data Entities
Previous Releases
For a demonstration of the features above, or any previous release, please contact Hivedome.