What's New on the Lucanet CFO Solution Platform?

Come and explore the exciting new features of the Lucanet CFO Solution Platform! We update our CFO Solution Platform on a regular basis to offer you the latest features and improvements.

The versions of all solutions that you are currently using and those of the CFO Solution Platform are displayed when you select About Lucanet from the Help section in the CFO Solution Platform.

Apart from bug fixes and performance enhancements, the release contains the following new features:

You can now request license upgrades for your solutions directly in the Lucanet CFO Solution Platform, without contacting your Lucanet representative or creating a support ticket. The function is available in the Administration | Platform management | Lucanet licenses workspace.

Shows the 'Lucanet licenses' workspace. The 'Upgrade' buttons in the 'Actions' column are highlighted with a red border. — License overview with upgrade option per solution

When you submit an upgrade request, the platform automatically forwards the request to Lucanet and triggers the corresponding sales and approval processes. You will receive an e-mail and an in-app notification once your request has been processed. After approval, the upgrade is activated in your environment and the additional license slots become available.

For information on how to request an upgrade, see Managing Lucanet Licenses.

With the new License Manager user role, you can define which users are authorized to request license upgrades. Users with this role act as authorized representatives with contractual authority. All actions performed by License Manager users are legally binding. Grant this role only to users authorized to make contractual commitments.

Important for existing customers: With this release, all users with access to the Administration module automatically receive the License Manager user role. This makes the function available without additional configuration. You can adjust the role assignment afterwards to meet your internal requirements. Note that at least one user with the License Manager user role must exist in your environment.

For information on how to assign the user role, see User Management. For more information about the License Manager user role, see User Roles | License Manager.

Apart from bug fixes and performance enhancements, the release contains the following new features:

Lucanet now offers non-production environments so you can test on an isolated copy of your production system without affecting your live data or configuration. Two environment types are available:

Test update environment: Runs the next planned software version, available for a limited testing period ahead of each planned production update. It is particularly relevant for business processes subject to regulatory or compliance requirements, where pre-release validation helps ensure continuity before the update takes effect.

Sandbox environment: Runs the same software version as your production system. It can be used for testing configurations, training new users, or validating workflows before applying changes to production.

Both environment types are currently available for limited solutions and can be purchased as an add-on to your existing license. Contact your account manager for availability and pricing.

For more information, see Non-Production Environments.

With this release, the following new features are available for Lucanet Copilot:

Redesigned User Interface

Lucanet Copilot has a refreshed look & feel, which includes:

The Copilot panel now opens with a welcome screen showing suggested prompts.

A sidebar with quick access to start a new chat using the + icon

Toolbar actions for pinning, expanding, and closing the Copilot panel

Persistent Conversation History

You can now start a new chat with our Lucanet Copilot without losing previous conversations. Each conversation is saved as a separate thread and is accessible via the history panel, which is searchable and grouped by recency (e.g. "Previous 7 days"). Conversations are automatically named after the first message you send.

You can also rename or delete any conversation thread via the three-dot menu in the chat history panel. This allows you to organize and manage your conversation history.

Full-Screen Mode

Lucanet Copilot can now be expanded to full screen, providing more space for longer conversations or complex outputs.

Streaming Responses

Lucanet Copilot's responses now stream word by word as they are generated, so you can see the generated output progressively rather than waiting for the full response to appear at once.

Important - Chat History Retention Extended to 30 Days

Previously, chat history was stored for 24 hours only. Starting now, conversation history is retained for up to 30 days.

Shows the Lucanert Copilot panel in expanded mode. On the left is a chat history, and on the right is a response to a chat question, including a graphic. — The new Look & Feel of Lucanet Copilot

Apart from bug fixes and performance enhancements, the release contains the following new features:

The main menu of the Lucanet CFO Solution Platform has been redesigned to provide a clearer and more consistent navigation experience.

The new main menu is displayed as follows, for example:

New main menu of the Lucanet CFO Solution Platform in expanded state with the account menu open, showing user info, language selector, formatting preferences, change password, and log out options — New main menu with account menu open

Key changes include:

Home navigation

: The main menu now includes a dedicated

Home

item, allowing you to return to the start page of the Lucanet CFO Solution Platform with a single click.

User account area and Account menu

: A new

user account

area at the bottom of the main menu displays your avatar, name, and selected language. Clicking anywhere in the user account area opens the

Account menu

, which provides quick access to

Language

Formatting preferences

Change password

, and

Log out

. To view your profile or manage consents, click the user info area at the top of the Account menu.

For more information, see User Interface of the Lucanet CFO Solution Platform.

You can now assign dedicated user roles for the XBRL Tagger in User management, allowing administrators to control access and permissions more precisely.

The following roles are available:

Administrator

: Has full access to all documents in the XBRL Tagger. Can view and perform all actions on all documents in the company, and assign roles and documents to other users.

Editor

: The standard user role. Can perform all available actions within the documents they have created or to which they have been invited.

Existing XBRL Tagger users have been automatically assigned a role based on their previous configuration:

Users who previously had the

Administrator

role in

Disclosure Management

and access to the XBRL Tagger have been assigned the

Administrator

role.

All other users with access to the XBRL Tagger have been assigned the

Editor

role.

For more information on user management, see Creating and Editing Users for the Lucanet CFO Solution Platform.

Managing Consolidation & Financial Planning roles and permissions in the Administration workspace now requires both access to Administration and the Consolidation & Financial Planning Master or Administrator role.