What's New on the Lucanet CFO Solution Platform?

You can now combine Consolidation & Financial Planning users into user groups and assign shared permissions to all members at once, instead of configuring each user individually. User groups are available in the Administration | User management | User groups workspace for administrators with the Administrator or Master role for Consolidation & Financial Planning.

For each user group, you can define permissions for the data model, transfer the group's permissions to individual users or other user groups (optionally for a limited period), inherit permissions from other user groups, and review the group's change log.

The new workspace is displayed as follows, for example:

For more information, see Managing User Groups.

You can now connect your central identity system directly to Lucanet through the Platform API, so users are created, updated, and deactivated automatically instead of being managed manually. In the new API token management workspace, administrators can create scoped API tokens, give them an optional expiration date, and revoke them at any time.

Every action performed with a token is attributed to the user who created it and is recorded in the change log. To make API-driven changes easy to identify, the change log now includes an Authenticated as column and displays the token name for changes performed through the Platform API.

The new API token management workspace is displayed as follows, for example:

For more information, see Managing API Tokens.

Configuring external authentication is now faster and less error-prone. When you set up SSO in Administration | Platform management | External authentication, you first choose your combination of protocol and identity provider (OIDC or SAML with Microsoft Entra ID, Okta, or Custom). The form then displays provider-specific hints for each field and validates the Issuer URL in real time, so you can fix common mistakes before saving. For added security, the client secret can no longer be displayed in full after activation.

For SAML setups, Lucanet now also reminds you by e-mail before the SAML signing certificate expires, so you can renew it in time and avoid sign-in failures.

For more information, see Configuring External Authentication.

The Lucanet licenses workspace has been redesigned. Each licensed solution is now displayed as an expandable card with its license package, the used license slots per user role (with a usage bar), and its licensed units, where applicable.

In addition, each solution card now displays a usage limit warning when the license slots for a user role are used up (red) or are running low (orange), so you can spot license bottlenecks at a glance and request an upgrade in time.

The redesigned page is displayed as follows, for example:

For more information, see Managing Lucanet Licenses.

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.

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.

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:

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:

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.