Release Notes 2/16/26 - 3/1/26

🚀 Enhancements

Change Behavior of Work Instructions

• Updated Work Instructions to align with the dynamic behavior of Flex rules
• When a Flex rule is updated and a record is re-audited, associated Work Instructions are re-evaluated
• If updated criteria is no longer met, the Work Instruction is removed

Impact:

• Customers can validate rule changes immediately
• Queues remain cleaner and more accurate

Flex Rules: Versioning & Publishing

• Introduced versioning and publishing controls for Flex rules
• Users can:
  • Edit a live rule without impacting Production
    • “Update Rule” saves the version of the rule you’re editing, however it will not be in Production until a user clicks “Publish”
  • Create and test new versions
  • Publish when ready
    • When a user is ready to promote a version of a rule that they tested to Production, they can use the “Publish” button to officially do so

Flex Rules: Rollbacks

• Added the ability to quickly rollback to a previous rule version
• Enables fast recovery if a Production rule update causes unintended results
  • In the Flex Versioning UI, a user can click a specific version of a rule that they would like to roll back to if the current rule version that is live in Production isn’t performing as expected

IDP 2.0: Classification Testing Progress

• Completed multiple rounds of classification testing
• Preparing for volume-based testing
• Initial focus:
  • Classify all document types
  • Only send documents to IDP 1.0 when identification/transcription is required

Impact:

• Improves efficiency and reduces unnecessary IDP 1.0
• Moves IDP 2.0 toward controlled production rollout

Agentic Flow Endpoint (Rate Verification Automation)

• Built a new API endpoint to support automated Rate Verification workflows

Endpoint Inputs:

• Tenant UUID
• Order Number
• Amount
• Vendor Name

Behavior:

• If no matching Order is found, return indicator
• If found, return:
  • Actual amount
  • Stored vendor name
  • Fuzzy match score

Impact:

• Reduces manual effort for rate verification inquiries
• Enables scalable email-based automation

Tenant Settings: UI Consolidation

• Updated the Tenant Admin Settings UI in Navix
• Initial step toward consolidating all tenant settings into a single, centralized location
• Improves visibility, manageability, and scalability as tenant count grows

Turvo Integration MVP

• Completed the Turvo Integration MVP, enabling core data flow between Turvo and Navix
• Supported events include:
  • Orders sent from Turvo (TMS) to Navix
  • Order updates sent from Turvo (TMS) to Navix
  • Audit & Docs Out (Navix back to Turvo)

Impact:

• Establishes foundational integration between Turvo and Navix
• Enables automated order ingestion, updates, and outbound audit results

Self-Service User Management

• Tenant Admins can now manage users directly within Navix — no support ticket required
• Users with the Tenant User Admin role can:
  • Create new users
  • Update roles and profile details
  • Deactivate users
  • Reset passwords
  • View other users within their tenant

Permissions & Controls:

• Tenant User Admins can only manage users within their associated tenant(s)
• No access to API configuration settings

Impact:

• Eliminates common support requests
• Reduces turnaround time for user updates
• Gives tenants full control over user access management

***Check out the article in the Help Center for additional details!

Margin Calculator (Customer Adjusted Charges)

• Added a new Margin Calculator modal accessible above the Charge Grid
• Allows users to apply a target margin to Customer Adjusted charges in one step

User Inputs:

• Apply To:
  • Linehaul Only (Base Rate) – default
  • All Charges
• Margin % (entered as a whole number (e.g., 18.5 for 18.5%))

Behavior:

Linehaul Only (Base Rate):

• Applies margin to Base Rate charges only
• Dependent LTL charges (e.g., Discount, Fuel) automatically recalculate using existing Charge Grid logic
• Formula:
  • Customer Rate = Vendor Rate / (1 - Margin%)

All Charges:

• Applies margin across all Customer charges
• Each charge recalculates using:
  • Customer Charge = Vendor Charge / (1 - Margin%)

Impact:

• Speeds up margin adjustments
• Reduces manual calculation errors
• Improves efficiency when handling reweighs and rate updates

*After clicking into the Margin Calculator modal, a user can decide if the margin should be applied to only the Linehaul or to All Charges with the specific % they would like to apply

Rate Verification Email Agent Deployed

• Officially deployed the Rate Verification Email Agent to Production
• Supports automated handling of:
  • Payment status inquiries
  • Payment amount verification requests

Impact:

• Reduces manual effort
• Improves response time and operational efficiency

*If you are interested in this feature please reach out to your Customer Success rep for more details

🐞 Optimizations

Invoices: DLQ Noise Reduction

• Reduced recurring messages landing in the invoices DLQ
• Exceptions that previously caused message failures are now swallowed
• Logging remains unchanged

List Communications Endpoint: Missing Attachment IDs

• Fixed an issue where the List Communications endpoint did not return attachment IDs
• Attachment IDs are now included and can be used with the Get One Attachment endpoint

TAI Integration: Non-Retryable 4xx Errors Causing Permanent DLQ

• Non-retryable 4xx API errors during TAI enrichment fetches caused messages to be retried and permanently dead-lettered

Fix Implemented:

• Non-critical enrichment failures now degrade gracefully
• Prevents unnecessary DLQ buildup

Get Prebill Document API: 500 Error on Customer Rate Documents

• Retrieving Prebill documents via API returned a 500 error
• Impacted Customer Rate Approvals and Confirmations being sent to Revenova

Fix Implemented:

• Corrected API handling to ensure consistent document retrieval

Document Ingestion: Service Bus Lease Renewal for Large Submissions

• Large document submissions exceeded the 5-minute Service Bus lease timeout
• Expired leases caused message requeue

Fix Implemented:

• Added periodic Service Bus lease renewal during long-running processing

Turvo Orders Failed at Services.API (400 Bad Request)

• Turvo order submissions were failing due to qualifier validation misalignment

Fix Implemented:

• Aligned Services validation with Edge/Core

Invoices Created via Email Without Documents

• Some email-ingested invoices were created without attaching documents
• Resulted in invoices appearing as duplicates

Fix Implemented:

• Corrected document attachment handling during Email ingestion

SMC3 Subscription Not Retried After Vendor Selection

• Subscription to SMC3 failed when no vendor (SCAC) was present
• The system was not reattempting subscription after a vendor was later selected

Fix Implemented:

• Added logic to reattempt SMC3 subscription when vendor data is added or updated

📊 Reports

All Invoices Report: Exclude Records Missing Charge Data

• Automatically excludes invoices missing charge data
• Records appear once charge data is complete

All Invoices Report: Exclude Records Missing Charge Data

• Automatically excludes invoices missing charge data
• Records appear once charge data is complete

Impact:

• Ensures report accuracy and usability

All Invoices Report: Accessorial Charge Correction

• Corrected an issue where invoices containing multiple accessorial charges displayed mismatched charge descriptions and totals in the All Invoices Report
• Report values now align with what is displayed in the UI

Impact:

• Improves reporting accuracy
• Ensures consistency between UI and exported report data