Come and explore the exciting new features of our solution Disclosure Management!
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.
Lucanet Disclosure Management now also supports MS PowerPoint. You can now create presentations, for example for the supervisory board or investors, in the same process as your report – with the same figures and the same approvals, without maintaining slides outside Disclosure Management or transferring figures manually.
Consistent figures: You can insert tables and charts from MS Excel directly into slides. They are updated with a click or automatically when the result document is created.
One presentation from many chapters: Several departments can work on their PowerPoint chapters in parallel. Disclosure Management combines the slides in the result document in the order of your document structure.
Everything at a glance: In the cockpit, you can now see PowerPoint files together with the Word and Excel files of a chapter. The status level of the chapter applies to all its files, including the PowerPoint file. From the event reports, you can go directly to the affected slide with one click.
Consistent and protected: You can store one PowerPoint template per document language and use dedicated permissions to define who can read, edit, or delete PowerPoint files.
Cockpit in Disclosure Management with the 'MS PowerPoint' column
What you need to do: PowerPoint files are supported in MS Office Native only. To use them, add the content manifest file from the Toolbox as an add-in in MS PowerPoint. Store a PowerPoint template on the Language Settings tab in the Configure document workspace, and assign the new PowerPoint permissions to the required roles.
In Lucanet Disclosure Management, you can now insert text answers and tables from Lucanet ESG Reporting in MS Office for the Web and MS Office Native as well – previously, this was only possible in MS Office for Desktop. This lets you transfer ESG data into your report without copying it manually, regardless of the MS Office variant you use.
ESG text values in MS Word: On the DM-Content tab of the Word ribbon, in the Integration group, you can use Insert ESG text value to select the report file, question, and reporting entity and insert the answer at the required position.
ESG texts with Copilot: With the Insert ESG text value with Copilot option, you can have Copilot combine the answers of several reporting entities into one text, for example for a disclosure at group level.
ESG tables in MS Excel: In the File group of the Excel ribbon, you can use Insert ESG table to insert an imported ESG table. If you assign periods to the columns, Disclosure Management automatically creates the programming and the outarea.
'Insert ESG text value' command on the Word ribbon in MS Office for the Web
What you need to do: To use Insert ESG text value with Copilot, you need an Advanced or Professional license, and the AI functions of the Lucanet CFO Solution Platform must be enabled.
You can now control precisely whether the AI functions in Lucanet Disclosure Management – Copilot, AI-supported ESG functions, and the area and column assistant – are used. The functions depend on your license and on the AI switch of the Lucanet CFO Solution Platform. This gives you full control over whether data is sent to AI services.
License: You can use the AI functions with an Advanced or Professional license. With a Basic license, the add-in points out the required license; all other functions remain available.
Disable AI at platform level: You can disable AI completely for your environment. Disclosure Management then performs no AI processing, regardless of the license. You can still insert individual ESG text values manually.
Lists and headings in your corporate design: When you create a list or heading with Copilot in MS Office for the Web or MS Office Native, Copilot uses the styles assigned in the style guide.
What you need to do: Users with the License Manager role enable or disable the AI functions in the Lucanet licenses workspace under AI in the CFO Solution Platform. After a change, open the chapter file again. To make sure Copilot formats lists and headings correctly, assign suitable styles on the Style guide tab in the Configure document workspace.
In Lucanet Disclosure Management, you can now switch the highlighting of typography corrections on or off per document language. You can find the Set highlights switch on the Spacing tab in the Configure document workspace. This keeps typography highlights from being confused with other highlights. The typographic corrections themselves, for example non-breaking spaces, are retained.
In addition, you can now rely on the Highlight changed values on refresh function to mark only real content changes: Values are no longer marked as changed just because typography rules replaced a space with a non-breaking space.
'Set highlights' switch on the 'Spacing' tab
What you need to do: The Set highlights switch is disabled by default. Existing typography highlights are removed the next time a Word file is opened or updated. If you still want to see the highlights, enable the switch on the Spacing tab in the Configure document workspace for the required language.
Several enhancements in Lucanet Disclosure Management help you save time when working with Excel and Word files:
Layout areas for several cell ranges: In MS Office for Desktop, you can assign one layout area to several non-adjacent cell ranges in one step.
Assign table placeholders: In MS Office for Desktop, you can assign the placeholders for unit and factor using the ribbon or the context menu instead of entering names manually.
Warning for charts that are too wide: If an inserted Excel chart is wider than the text column in MS Word, you receive a warning. The chart is not reduced automatically so that labels and legend remain legible.
What you need to do: If you receive the warning about a chart that is too wide, adjust the chart width in the Excel source file and then update the Word file.
You can now work faster with data imports in Lucanet Disclosure Management, even with many data sources. In the Data sources step of the Import data workspace, you can select all available data sources with one click using the check box in the header row. In the preview of the imported items and on the tabs for raw data and processed data, you can now find items and values using a search instead of scrolling through the table.
Several enhancements in Lucanet Disclosure Management make it easier and more convenient to create result documents, get report versions that better fit their target groups, and keep track of the status of your result documents:
Suggested name: When you create a result document, the name is now prefilled, for example Result document - Annual Report. You no longer have to enter it manually and get consistently named result documents. You can change the suggestion at any time. This also applies to partial result documents.
Content groups in headers and footers: You can now also assign content groups to content in headers and footers, for example a header line only for the internal version. During creation, this content is filtered like the rest of the text, including for chapters with a section break. This way, each report version contains only the headers and footers intended for its target group.
Unambiguous notifications: Notifications about result documents, copies, and roll-forwards now show the target document and the year, so you can tell parallel processes apart.
Identify chapters changed afterwards: In the history, you can now see whether chapters were checked in again after a result document was created. This tells you whether you should create the result document again. Layout check messages no longer appear in the history.
For reports with the ACRA taxonomy (Singapore), you can now enter the filing information required for a submission to ACRA in Lucanet Disclosure Management. The information is included in the generated XBRL or iXBRL output. This lets you complete ACRA filings entirely in Disclosure Management without switching to the standalone XBRL Tagger.
What you need to do: The filing information is only available if an ACRA taxonomy is assigned to the document in the XBRL area under Configure document, for example ACRA — SG Full SFRS 2026.
Copilot for MS Word is now also available in MS Office for the Web and MS Office Native, in addition to MS Office for Desktop. The Writer function helps you create taxonomy-compliant report content for IFRS or ESRS faster and more accurately. The Enhancer function lets you adapt existing text to different requirements in seconds, for example by changing the tone, shortening it, or making it more detailed. Copilot automatically detects whether you want to generate new text or edit selected text.
Copilot in MS Word — now also available in MS Office for the Web and MS Office Native
To use Copilot, your Disclosure Management deployment must run at least the "Advanced" license.
For the four options Change tone, Rephrase, Elaborate, and Shorten in the Copilot Enhancer function, the inserted text now keeps the paragraph style the selected text already had, instead of being reset to Word's "Standard" style as before.
The new Area and column assistant takes over detecting outareas and their name, value, and programming columns in MS Excel — in MS Office for the Web and MS Office Native — using AI, as an alternative to configuring them manually. This saves time when setting up MS Excel tables for a report and reduces the risk of manual configuration errors, especially for large or recurring table structures. Detected outareas and columns can be reviewed and adjusted before you save the assignment for use in MS Word exports.
'Area and column assistant' button on the MS Excel ribbon
To use the Area and column assistant, your Disclosure Management deployment must run at least the "Advanced" license.
The Document Quality Manager role (and the global Global Reviewer role) now has write access to Word and Excel files in the Initial Input, In Progress, and QA statuses, instead of read-only access as before. This lets you leave comments directly in the files as a Quality Manager, since commenting in Office for the Web requires an editable session. In the Report Completed status, access remains read-only.
In the document settings, the General settings tab now contains a Chapter roles area with the Inherit chapter roles to sub-chapters option. When you enable it, the Chapter Reader and Chapter Editor roles assigned on a parent chapter automatically apply to all sub-chapters below it, across all levels — including sub-chapters that are created later. This removes the need to grant the same role on every chapter individually. Inherited and explicitly assigned roles accumulate, and existing assignments on sub-chapters remain active.
In MS Office for Desktop, the Layout Actions Assistant now offers Previous and Next. Each applies the current layout action to the selected table without triggering a document update, then selects the previous or next Disclosure Management table in document order. Plain Word tables are skipped, and the task pane shows the layout action of the newly selected table. Previous is disabled on the first Disclosure Management table, Next on the last. In addition, the table selected before a document update is selected again afterwards.
In the document settings, the General settings tab now contains the Replace -0 with field in the MS Word section. Enter the text that should replace negative zero values in Word tables, for example n/a or 0. The replacement applies to all tables regardless of whether a layout template is assigned, and takes effect both when a Word file is opened and when a result document is generated. Leave the field empty to keep negative zero values unchanged.
The text parameters of the Filter, Prefix, Postfix, and Replace processings now resolve document variables. Write %variableName% to insert a document variable's value, and %% for a literal percent sign. A variable can appear anywhere in the parameter, for example contains(FY%year%). This lets you change a value once in the document variable instead of editing every affected mapping, for example when rolling a report forward. The stored configuration keeps the variable rather than the resolved value.
Reimporting a result document is now also available for partial result documents generated from an ad-hoc selection of chapters. Previously, the Re-import result document option was disabled for these documents. During reimport, only the chapters that were part of the original partial result document are considered; all other chapters in the report remain unchanged.
Reimport is only possible for partial result documents generated after this feature was introduced. For partial result documents created earlier, the Re-import result document option remains disabled.
Content Groups can now optionally be mapped to one of firesys's five fixed dynamic-text colors (see Assigning a firesys Color). Building on this mapping, the Information area of the event reports (Layout violations tab) now automatically detects color-coded firesys content in MS Word documents — both text using firesys font shading and table cells with the matching diagonal firesys marker — and lets you migrate every occurrence of a mapped color to its Content Group in one action, instead of manually wrapping each occurrence.
Migration permanently removes the original firesys marker from the document and cannot be undone.
The Language settings, Spaces, Style guide, and Layout check sub-pages of the Configure document workspace now each show a short explanatory note above the configuration area, describing what the setting is used for. You can close the note per sub-page; it does not reappear once closed. An info icon in the page header links to the matching Knowledge Base article for further details.
In the Content Groups area in MS Word, each content group now shows the number of its assigned occurrences in the document and provides two arrow icons to jump directly to the previous or next occurrence. Navigation does not change the document — no highlighting is applied, so your own manual highlights are preserved.
Administrators can now transfer a user's document and chapter roles for Disclosure Management to another user directly via Lucanet Lume, using a natural-language command. Lume reads the roles of both users and shows a preview of the planned changes before making any change: roles to be added to the target user, and roles the target user already has, which remain unchanged. Global roles are not part of the transfer and are listed separately in the preview. Once you confirm, Lume adds the missing document and chapter roles to the target user; the target user's existing roles are kept, and the source user's roles remain unchanged.
Transferring user roles with Lucanet Lume
The feature does not have its own user interface and requires the Administrator role for Disclosure Management, at the Professional license level.
With Lucanet Lume, you can now re-point references to a different source document, for example when the original source document has been updated. In a document, you tell Lume which source document the references should point to instead.
Re-pointing Word references via Lucanet Lume
References pointing to the same old source document are re-pointed together. References whose source document no longer exists are reported as broken and are not re-pointed.
This feature is useful when rolling forward or copying documents that contain Word references.
Disclosure Management now includes the Layout Check, an automated check for typography and formatting issues in Word chapters. Layout Check runs automatically when a chapter is checked out or updated, or when a result document is created, and lists violations found in the new Layout tab of the Messages task pane.
Layout Check includes the following functions:
Rules: Predefined rules cover character-level violations (for example, duplicate punctuation, missing sentence-ending punctuation, repeated words) as well as formatting issues (for example, a custom font, font size, font color, or highlighting applied directly instead of through a style). All rules are listed in the Configure document workspace, on the new Layout check tab, grouped under Characters and Formatting. You can enable or disable individual rules per document.
'Layout' tab: Rule violations are shown on the Layout tab with the corresponding count; clicking a violation navigates to its location in the document.
Approving violations: You can approve an individual rule violation, which moves it to a separate section for approved violations; if the affected content is changed afterward, the violation becomes active again. Approvals can also be revoked.
Unlisted style: A style used in the document that is not listed in the Style Guide Manager is flagged as a rule violation.
System styles: Styles from the predefined System styles group, which are required by the system, and the highlight applied by Highlight changed values on refresh, are shown in a separate information area instead of being flagged as a violation.
'Layout check' tab in the 'Configure document' workspace
'Layout violations' tab in the event reports
The layout check feature requires at least the Advanced license level.
Disclosure Management now supports Content groups, letting you tag sections of a Word chapter for different audiences and generate audience-specific result documents from a single document instead of maintaining separate versions.
Content groups include the following functions:
Managing content groups: In the Configure document workspace, the Style guide tab now includes a new Content groups section where you can create, rename, recolor, and delete content groups for a document. Each group has a unique name and color.
Assigning content to a group: In Word, the Style guide section in the ribbon includes the Content groups section, where you can assign a selected text passage to one or more content groups; assigned groups are shown as badges on the section. Text that is not assigned to any group is always included in every result document, regardless of which groups are selected.
Previewing assignments: In the Content groups section, you can highlight all sections assigned to a content group directly in the document to check the assignment. Multiple groups can be highlighted at the same time, and existing highlights are kept when you highlight another group. Highlighting is automatically removed again before check-in.
Creating audience-specific result documents: In the Creation workspace, when creating a result document, each content group can be included or excluded, and optionally highlighted with its group color in the output. Sections assigned to at least one included content group are kept, and unassigned sections are always included. When the dialog opens, all groups are deselected (excluded) by default, and no highlighting is applied.
