What's New in Lucanet Disclosure Management?

Come and explore the exciting new features of our solution Disclosure Management!

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Release Notes

Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features:

Transferring Tables and Texts from ESG Reports

From now on, tables and texts from the questionnaire of aggregated ESG reports created with the solution Lucanet ESG Reporting can be inserted directly into documents in Lucanet Disclosure Management. As a result, no new report tables have to be created or new report texts compiled. They can simply be transferred with a few clicks instead.

The new feature is configured using the Excel ribbon (for tables) and the Word ribbon (for text values):

 

Combined screenshot with an excerpt from the Word ribbon and an excerpt from the Excel ribbon. The 'Insert ESG text value' button on the Word ribbon is outlined, and the 'Insert ESG table' button on the Excel ribbon is outlined in red. ' Inserting ESG text values and tables by means of the Word (left) and Excel (right) ribbon
Adding Footnotes

From now on, it is possible to add footnotes to the Oareas of Excel files. For this purpose, footnote columns can be defined using either the Excel ribbon or the context menu. The footnotes stored there are then displayed in the Word documents in the Outareas and can be edited in the data view by means of the detail view for a value.

Adding Column Names

A column name can now be assigned to cells in MS Excel to distinguish between different value columns within a period in the data view. The column names can be added in MS Excel using either the Excel ribbon or the context menu of a cell.

Import into Selected Periods of a Data Source

When configuring the execution of an import in the Import data area, periods previously defined in the data source can now be excluded from the import. For this purpose, the No import option must be chosen for the periods in which data is not to be imported only during the parameterization process.

With this option, data can be imported only in selected periods of a data source without having to define a new data source for this purpose. 

New Features in the Data View
Improved User Interface

The user interface of the data view has been revised. A uniform design and new icons and identifiers make it easier to use the individual features.

Data View Legend

A legend is now available for the data view. It can be opened with a button on the user interface of the data view. The cell colors, highlighting, marking, and validation icons used in the data view are explained in the legend:

Shows the data view legend with explanations of the cell colors and icons used. Data view legend
Detail View for Text Values

A detail view is now available in the data view also for cells that contain text values. This allows, for example, the history of a text value to be displayed and past text values restored.

Link to Referenced or Validated Values

If a value referenced from a different Excel document is displayed in the data view, the data view of the Excel document from which the value comes will now be able to be opened and the value edited directly there by clicking the reference icon. 

If a value for which a validation has been configured is displayed in the data view, the data view of the Excel document to be used for the validation will now be able to be opened by clicking the validation icon. This allows faulty validations to be checked more quickly and the underlying values corrected if necessary.

An excerpt from the data view with the icons for validated and referenced values is displayed, i. e. with a red exclamation mark, a green exclamation mark, and a #r. Link to validated and referenced values in the data view

The new version provides bug fixes as well as stability and performance improvements.