26.3.1 Release Notes
September 2026
NEW FEATURES AND ENHANCEMENTS
Product Category Filter in Advanced Search
The Deals Advanced Search now includes a Product Category filter option, making it easier to streamline deal discovery with an additional search dimension.
What's New:
- New Product Category dropdown in the advanced search form
- Filter deal search results by product category
For more details, see Advanced Search Experience.
Increased Unit Price Precision for Lease Modifications
The unit price field limit has been increased to align with documented precision standards.
What's Changed:
- Lease modifications no longer blocked for deals with large unit prices
- Unit price field now accommodates the full documented precision standard
- Removes previous workarounds needed for affected deals
Benefits: Eliminates barriers to modifying high-value leases.
Document Type Validation in Bulk Participant Import
The Document Type field in Bulk Participant Import now validates entries during import to prevent invalid data.
What's New:
Blank or invalid Document Type entries are now rejected during import
- Only accepts valid entries: DealSummary, LvBAnalysis, or RFP
Benefits: Prevents data errors by catching invalid participant configurations early.
Optimized RollForward Report Processing
The RollForward Reporting Engine now processes reports independently on available servers instead of queuing on a single server.
What's Changed:
- Reports no longer queue behind other reports on the same server
- Can run on any available server resource
- Reduces processing wait times significantly
Benefits: Faster report generation and improved resource utilization.
Improved ARF Booking Report Processing
Enhanced backend processing for the ARF Booking Report to improve report generation efficiency.
Improved LVB Report Processing
Enhanced backend processing for the LVB Report to improve report generation efficiency.
Improved Login Performance
Backend performance improvements for user session initialization that loads permissions, navigation, and language settings on login.
What's Changed:
- Faster loading of permissions, navigation, and language settings at login
- Reduced memory footprint for session reference data
- Pages dependent on session data respond more quickly
Security Component Updates
Underlying software components have been updated to their latest secure versions as part of routine security maintenance.
What's Updated:
- Underlying software components to latest secure versions
- Addresses known vulnerabilities in third-party dependencies
- No visible changes to screens or workflows
- No action required
Benefits: Enhanced security posture aligned with current standards.
Multi-Sheet XLSX Support in ImportDeals API
The ImportDeals API now supports reading multiple worksheets from uploaded XLSX files.
What's New:
- Can now process Schedule, Details, and EOT Options sheets in a single file
- Aligns API import behavior with existing Portfolio Import UI
- Brings API import closer to the existing UI Portfolio Import (PIW) functionality.
Note: Full sheet set available through PIW not yet supported via API.
For more information on updated parameters, refer to Application Programming Interface (API) for Developers.
PRODUCT IMPROVEMENTS
Reporting Area Participant Protection
The standard Reporting Area participant can no longer be edited.
What's Improved:
- Removed the edit option for the out-of-box Reporting Area participant
- Prevented creation of duplicate participants breaking bulk import mapping
- Reserved names "Reporting Area" and "Area" cannot be used for new custom participants
Previously, edit option was available but editing created duplicates, breaking bulk import mappings for affected clients.
Fixed Deal Search Date Range
The Lineos Report Assist deal search now correctly includes deals matching the last day of a date range.
What's Changed:
- Deals starting on the last day of the search range are now included in results
- Search query boundary changed to include deals on the end date. For example, searching January 1 to March 31 now includes deals started on March 314.
Previously, deals starting on the last day of the range were excluded from results.
Capture Document ID Import Reconciliation
The Capture Document ID import now correctly matches payment references and updates posting status.
What's Improved:
- Payment references now matched correctly during import
- Posting status updates as expected
- Eliminates duplicate reconciliation entries
Previously, some payment references were not matched correctly, causing duplicate entries and unresolved posting status.
Prevented Duplicate Schedule Numbers in Renumber Import
The Renumber Schedule import now detects and prevents duplicate schedule number creation.
What's Changed:
- Import now catches attempts to rename schedules to existing numbers (regardless of letter case)
- Shows a clear duplicate schedule number error instead of silently creating duplicates. Schedules like "RG100" and "rg100" are now treated as duplicates.
- Protects data integrity in bulk schedule operations
Previously, schedules differing only in case could be created as separate schedules without triggering an error.