Older Versions

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.

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:

Key changes include:

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:

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

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.

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

With this release, the Task Center has been enhanced to improve task management and collaboration. The Task Center is now displayed as follows, for example:

The following new capabilities are now available:

For more information, see Task Center.

The Lucanet CFO Solution Platform now includes consent management for external demo pages.

When you click Watch a demo for unlicensed solutions, a consent dialog is displayed before redirecting to the Consensus platform. The dialog provides GDPR-compliant information about data processing and includes a link to the Consensus Privacy Policy. You can accept or decline the consent. For more information, see Discover more solutions.

You can view and revoke granted consents via My Profile | Manage consent in the main menu. After revoking consent, the dialog will be displayed again on your next access to the service.

To better protect your account on the Lucanet CFO Solution Platform and comply with industry security standards, new password security measures are now in place.

Password Complexity Requirements

When creating or changing your password, it must meet the following criteria:

Password Lifecycle Management

To ensure ongoing security, the following password lifecycle policies apply:

Account Security Controls

Automated security measures protect your account from unauthorized access: after 5 consecutive incorrect login attempts, your account is automatically locked for 30 minutes.

For more information, see Password Policy and Changing Your Password.

The Contact an expert button on demo pages for unlicensed solutions now opens a contact form directly within the platform. Your contact information (name and email) is automatically filled from your profile for a faster, more convenient experience.

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

Centralized notifications are now available in the Notifications section in the main menu, marked with a bell icon. This new feature currently aggregates Platform and Task center notifications, providing a single point of access for these communications. The Notifications section is displayed as follows, for example:

In the Notifications section, you can:

This enhancement streamlines your daily workflow by centralizing notifications from multiple systems, ensuring you stay informed about relevant activities across the platform while maintaining full control over your notification preferences.

We optimized the About Lucanet dialog with a comprehensive new structure that displays platform and solution information in three organized columns: Solutions, Version, and SBOM (Software Bill of Materials). The new interface features expandable sections for your solutions and the Platform Services, with their respective subcomponents and version details.

For admin users, the new SBOM column provides access to downloadable SBOM files in JSON format, enabling vulnerability scanning, license compliance, and supply chain risk analysis. SBOMs offer complete transparency into software composition, significantly strengthening security posture and supporting regulatory compliance efforts.

The new About Lucanet dialog is dispayed as follows, for example:

Lucanet now provides user roles specifically for the Lease Accounting solution, enabling administrators to control access and permissions with six predefined roles: Data collector, Executive reviewer, Lease operations administrator, Auditor, Settings administrator, Full access administrator. Each role has specific permissions for different functional areas, ensuring users only access the features they need for their responsibilities and improving security and workflow efficiency within the Lease Accounting solution. As an administrator, you can assign these user roles when creating or editing users in the user management of the CFO Solution Platform. To ensure continuity, existing users with Lease Accounting access will automatically receive the Full access administrator role.

For more information on the specific permissions of each role, see User Roles in Lucanet Lease Accounting.

Previously, XBRL Tagger access was automatically included with Disclosure Management licenses. With this update, you can now allocate licenses to XBRL Tagger and Disclosure Management independently, allowing for more precise license management and user permission control.

The new Task Center is now available in the main menu of the Lucanet CFO Solution Platform. The Task Center offers a centralized interface for creating, organizing, and tracking tasks across the platform.

Key features include:

The Task Center is displayed as follows, for example:

The new Certificates workspace is now available in the Lucanet CFO Solution Platform. This enables administrators to create a SEA instance and download the corresponding sender and receiver certificates. These certificates are used both for installing Lucanet.Script Execution Application (SEA) in Lucanet.Software Manager and for setting up the application in Consolidation & Financial Planning to execute ETL scripts.

The Certificates workspace is displayed as follows, for example:

For more information on Lucanet SEA, see Installing and Updating Lucanet.Script Execution Application (SEA).

The user management for Consolidation & Financial Planning now offers various functions that are also available in Lucanet.Financial Client. For example, the following user roles can be assigned when creating or editing users:

Note: The user management roles described above apply only to Lucanet.Financial Client. For user management in Lucanet CFO Solution Platform, users need access to the Administration section of the platform.

In addition, administrators now have extensive options for defining read and/or write permissions for Consolidation & Financial Planning users:

To be able to effectively edit users for Consolidation & Financial Planning, the platform Administrator must be assigned the role of Master in Lucanet.Financial Client. All settings made in the user management of the CFO Solution Platform are then automatically synchronized with the user management in Lucanet.Financial Client.

With the release of our new Banking & Cash Management solution, it’s now possible to create and manage user roles for this solution directly within the platform’s user management.

Two roles are available:

To enhance clarity when working with the Lucanet Copilot in Consolidation & Financial Planning, you can now precisely reference dimensions in your Copilot prompts using a simple forward slash ("/") notation. When typing a forward slash, a drop-down list of available dimensions such as account, data level, or organization element appears. You can select any dimension to narrow your request. After selecting a dimension, another drop--down list is displayed, showing only elements that are relevant to that dimension. This makes it easier to filter and choose the right data.

We are excited to introduce a redesigned user interface for the Lucanet CFO Solution Platform. With an improved main menu that centralizes all essential functionalities, this update makes it easier for you to navigate through the platform and manage your tasks efficiently.

The new user interface is displayed as follows, for example:

Key changes of this feature include:

With this release, two new mandatory fields First name and Last name have been introduced in the Create user and Edit user panels. Platform administrators can now accurately maintain personal name information for each user. This enhancement ensures more complete and reliable user data across the system.

Administrators of the Lucanet CFO Solution Platform now see only licensed solutions when creating, updating, or managing multiple users. Options for unlicensed solutions are hidden, providing a cleaner and more efficient user management interface.

The new Lucanet AI functionality Lucanet Copilot is now available and is here to help you with everyday questions as well as gaining quick insights on Consolidation & Financial Planning data.

Lucanet Copilot can help you with the following:

Italian and Polish have been added to the user interface languages. The CFO Solution Platform and the ESG Reporting solution are now available in both languages, with the xP&A solution additionally available in Italian. In the near future, further solutions will be localized in these two languages.

This enhancement allows users to use the software in their preferred language, which increases user-friendliness and efficiency.

The user role ESG Master in ESG Reporting has been renamed to ESG Administrator.

For more information, see User Roles and User Interface in ESG Reporting.

A new workspace Customization has been added in the Administration under Platform management. As an administrator, you can customize certain elements of the Lucanet CFO Solution Platform to match your corporate design. Currently, you can upload your company logo and configure it for use on the start page, in the top bar, and in e-mail templates.

The start page with a customer logo is displayed as follows, for example:

All global user roles for Disclosure Management can now be assigned and edited in the user management of the Lucanet CFO Solution Platform, making user management more effective and easier. The following roles are available:

For more information on the specific permissions of each role, see Assigning Global Roles for Disclosure Management.

User management has been enhanced to enable simultaneous management of multiple users, making administrative tasks easier and more efficient. In the list of users, you can now select multiple users and perform the following actions:

Our new solutions, Lucanet XBRL Tagger and Lucanet Lease Accounting, are now available in the Lucanet CFO Solution Platform. In the About Lucanet menu you can also view the current versions of XBRL Tagger, XBRL Engine, and Lease Accounting. This gives you a complete overview and makes it easier to track updates.

The new change log in the user management allows you to efficiently monitor and manage all changes made to your users. You can display a user's change log or an overview of all user changes.

In the change log table, you will find detailed information about the changes made. This includes the date of the change, who performed the change, the action, the impacted user (in the general change log only), the exact change, and the old and new values of the changed settings. The general change log is displayed as follows, for example:

You can set the desired time period for the display of changes and sort the data by date of change or filter the data according to specific criteria in order to find the desired information more quickly.

As a user of the Lucanet CFO Solution Platform, if you have access to Lucanet.Financial Client, you can now log in to Lucanet.Financial Client using the same login page as for the Lucanet CFO Solution Platform. You can either log in with your Lucanet credentials or via SSO, if external authentication is enabled for your Lucanet CFO Solution Platform account. This new feature provides a seamless user experience when logging in and streamlines access to your Lucanet services.

In Lucanet 25, we have introduced a number of updates to the Administration section that are designed to improve the user experience and increase user-friendliness. Some of the main improvements are:

From now on, administrators of the Lucanet CFO Solution Platform can configure and enable an External Identity Provider in the External Authentication workspace. The following authentication protocols are available: OIDC and SAML.

The External authentication workspace is displayed as follows, for example:

If external authentication is activated, the Enable external authentication option is available when creating or editing a user. If external authentication is not activated within the External Authentication workspace, the option to Enable external authentication will not be visible for the administrator when creating or editing a user. Thus, the users will continue to log in with their Lucanet credentials.

This enhancement allows for more flexibility and security when logging in, improves the user experience, and enables seamless integration into our customers' existing IT infrastructure.

In version 1.3, we have further optimized the user management. Administrators of the Lucanet CFO Solution Platform can now identify and manage users more quickly using the following labels:

As soon as one of these options is configured for a new or existing user, the label appears after the user name in the list of users. If you hover over the label, a tooltip displays the corresponding information.

In addition, a new filter above the list of users enables a targeted search and quick display of the three user groups.

With the new release, Lucanet.Certified Professional users no longer require license slots. This allows Lucanet.Certified Professional users to be assigned roles in a licensed solution even when there are no more license slots available.