Release Notes 11/24/25 - 12/7/2025

🚀Enhancements

Disputes UI - Internal Contacts

• Internal Contact information can now be sent in the Order data that we receive from tenants to know who the relevant internal contacts are for each specific order (below are the contact roles that will be provided)
  • Broker
  • AR Rep
  • AP Rep
  • Carrier Sales Rep
• This is a pre-requisite step as we work closer towards automating our dispute creation/workflow for tenants
  • By providing this internal contact info, we will have the ability to include the necessary contacts in the Flex Rules created for our Auto-Disputes solution to automatically include the contacts on the dispute communication that is generated
  • WE STRONGLY SUGGEST YOU LOOK AT ENHANCING ANY ACTIVE INTEGRATIONS TO START UTILIZING THESE FIELDS.  View the full schema in our API documentation here.

New Customer Billing / PreBill Filter Added - Approved Date

• A filter option of Approved Date has been added to both the “Approved for Pre Billing” queue and the “All” queue in the Customer Billing section of the Navix application

Submission Details Added in Document Inbox Modal

• Documents in Submissions don’t always import all together, and users need a way to easily see which other documents came in on the submission with each given document
• To assist the user in seeing this document information, a new section “Submission Details” has been added in the Document Inbox Modal when viewing document relations

Signature Date - Set Signature value to True

• An update has been made with our ingestion logic, specifically tied to the Signature and Signature Date fields
  • New Logic - if our IDP flow has identified that a document has a “Signature Date” value, we will automatically set “Signature” to true as well
  • This change was made because we were seeing numerous instances where the Signature Date value was captured, however our IDP solution was not capturing a Signature value even though one did exist

Address Ingestion - Now using different LLM for capture

• In testing, a different LLM provided more consistent results than the current LLM when it comes to ingestion accuracy for address data

History Lock- Lock Invoices/Orders from Updates

• A new tenant-level setting is now in place for “order locking”
  • This setting will be set to false by default for all tenants
    • The setting is able to be toggled on or off in the UI (similar to “Auto Approval” and “Auto Terminate”)

• "Order locking" logic explained below when the feature is enabled:
  • We'll check to see if there is at least 1 invoice matched to the order
  • We'll check to see if all the invoices matched to the order are approved or terminated
  • If both of those conditions are true, we will not ingest the order
  • These checks will happen in the "Forward" function (not the "Receive" function). So the API consumer will still receive a 202 response when sending us the order, even though we ultimately don't ingest it

Bulk Delete Documents Inbox

• Users now have the ability to bulk delete unmatched documents
• A “Bulk Delete” button now exists within the Document Management Inbox
  • *This will only delete documents from the Document Management view. They will still appear in the legacy “Unmatched Documents”
• Users can select a date range to delete Unmatched Documents
  • “Unmatched” in this case means they’ve NEITHER matched to an Invoice nor an Order.
  • The Date Range must end at least 14 days in the past to prevent users from deleting documents for invoices still in their workflow
  • A Role Restriction has been implemented for this to only be for accessible to Tenant Admins

Document Inbox Search

• Users now have the ability to search for Documents that fit within the following criteria:
  • Submitted Name
    • Users sometimes receive a file from a company that didn't load into Navix, and they need to search the Document Inbox for that exact file
  • Source
    • Users often get a phone call or email from a contact looking for the status of a payment or submission, and they need to look up all documents from that source (clerk@carrierabc.com)
  • Invoice
    • Search for documents related to a given Invoice, using Invoice Number.

*The "Search" tip in the empty search bar has been updated to now display the following: "Search for Submitted Name, Source, Invoice #, or Order #"

Document Inbox - Date and Time Received Displayed

• Feedback from our users prompted an update to the UI for the Document Inbox. Users wanted it to look like an actual inbox with dates and times of when the document was received
  • We already had the ability to sort most recent documents to the top of the list, however now the Date and Time received are displaying in the “Date Received” column
    • These values are displayed in the user’s local time, not in UTC

Email Listener - Allow based on MIME Type

• We’ve always filtered out file attachments based on the file extension
• It was discovered that we’ve been receiving some files that didn’t have any of the extensions that we will ingest, however had a MIME type (content type) of a file that we should be accepting (i.e. PDF documents that didn’t have a PDF extension, so we didn’t send the files for document ingestion)
• The ingestion logic has been updated to evaluate both the extension of the file, along with the MIME type of the file to send the documents to our ingestion flow if either of these are a file type that we would want to ingest

🐞Optimizations

Email Quarantine Issue

• An issue was identified with Microsoft’s spam/phishing prevention that was quarantining a significant number of tenant emails
  • We receive many inbound tenant emails that are asking for payment, which as a result look suspicious
• What’s the Impact?
  • Since 11/1/25, there were ~4,386 emails that had been quarantined and didn’t end up making it to the tenant mailbox as desired
• Short-term solution
  • We’ve released these emails from quarantine (i.e. confirming they aren’t harmful) and they’ve gone to the correct inboxes
• Long-term solution
  • Implementing a separate set of filtering rules in place for tenant inboxes moving forward
    • Ultimately, nearly everything will be let through the inboxes. Our tenants are already filtering these emails ahead of sending them to us

Customer Billing | Auto Re-audit

• It was discovered that the auto re-audit feature on Customer Billing wasn’t working as expected. Specifically, tenants were reporting that they had Orders with no exceptions present, but when they would manually re-audit, exceptions would then trigger and display
  • This issue has since been corrected

Summation Node Multiple Invoice Exception

• Due to an existing limitation of the Flex Rules Engine, a user must rename the different Exception or Work Instruction nodes within the Flex rule to have unique names for the Summation Node to work properly. If the Nodes don’t have unique names (i.e. “Work Instruction”, “Work Instruction2”…the Summation Node won’t trigger all of the work instruction messages in a scenario where they should all trigger)

Fix character limit

• There was a character limit in place for the “New Contact” modal within our application. This character limit was causing issues for some tenants when trying to add a new contact with the necessary contact info (Name, Email, etc)
• The character limit has since been removed to avoid any issues for users moving forward

Downloading dispute documents downloads multiple times

• When a user was clicking on a file within the dispute response, the file was attempting to download multiple copies each time even though a user only needs/wants one copy
• This bug has been resolved and will now only download one copy of each file when selected within the dispute response

Terminated Invoices

• Invoices that had already been terminated were still displaying when they shouldn’t be
• Up to this point, there was a character limit of 500 characters for the Termination reason on each invoice that a user terminates
  • When the Termination reason exceeded the max character limit, our internal process that updates the data needed to apply the filter was not executing successfully due to failure when storing the reason
• An update has been made to truncate the Termination reason/message to be no more than 500 characters moving forward, so the termination flow can be completed successfully

Fix Incorrect Dates

• Edge Orders were failing due to incorrect date values
• Dates were coming in with the value of “01/01/0001”
  • This was happening because the Date Parsing function was returning the date, however it was failing when saving because the database was using the “datetime” value instead of “datetime2”
  • The earliest date supported by datetime is ‘01/01/1753’

Bulk Delete not completing

• The new Bulk Delete feature modal pops up, but once the date range is selected and a user clicks to continue, the modal just spins and doesn't actually complete the bulk deletion process
• This issue has been resolved, and the Bulk Delete flow now completes successfully

Error saving pre-bill document changes

• An issue was reported from our tenants when they were attempting to re-label documents within the Customer Billing queue (specifically the Gate Pass document type)
• Users are now able to easily re-label a document to a new type (including Gate Pass) without receiving the error message displayed below that was popping up previously

Uploaded documents don't appear on pre-billing orders

• Users were uploading documents in the Customer Billing queue for an Order, however after clicking “Save”, the document wasn’t actually showing within the record as expected
• Documents that are now uploaded within the Customer Billing queue to a Pre Bill Order are saving to the record as originally expected

Document Management | Previous/Next Buttons

• The Next/Previous Buttons were not working in the Document Management workflow when viewing the “Edit Document Relations” modal
• This bug is now fixed and the issue is no longer taking place within the Document Management workflow

Order number not displaying for documents from Ingest Documents endpoint

• Documents that were matching to an Order were displaying in the Document Management Inbox, however the Order number that it was matched to was not populating
• A change was implemented to fix this bug and moving forward, all documents that match to an Order have the Order number populating as intended

📊Reports

Default Date Range Updated

• Previously, our default Date Range on all of our reporting was Year-To-Date (YTD). While this did provide a substantial amount of data to immediately be viewed by our users, it was drastically impacting our memory capacity, which lead to slow performance
• We’ve made a change for our default Date Range to now be “Last 30 Days”. This change should help to accomplish the following:
  • Improve reporting performance and speed
  • Still provides a good amount of data at initial glance for users to identify trends
  • Users still have the ability to edit the date range if they’d like to view data older than 30 days