AI Agents: Library and custom actions now clearly separated
Library actions and custom actions are now split into two distinct surfaces in the console, making it easier to navigate curated definitions versus your own tenant-specific actions.
Key updates include:
Library actions can be browsed and added to modules, but their definitions cannot be edited. To edit definitions, we can use custom actions instead.
Custom actions support full create and edit flows, with a function-driven form that updates dynamically when you change the selected function.
To create a custom action, navigate to Library > Actions and select Create an action.
Fill in the action name, description, and category, then select a function to drive the form. The form updates dynamically based on the selected function, prompting you to configure the relevant variables and settings.
Custom rules: Stopwords function for string variables
A new Stopwords function is now available for string variables.
When selected, you can add one or more stopwords to be stripped from a string before comparison. This improves fuzzy matching accuracy for names that are semantically equivalent but differ in legal suffixes, for example, Apple Limited Liability Company and Apple LLC will now match at a lower fuzziness % once Limited Liability Company and LLC are configured as stopwords.
Screening: Additional filters for country of nationality and country of residence in custom screening rules
Custom screening rules now support filtering screening hits by country of nationality and country of residence using the any in operator, allowing you to scope rules to only return hits from specific countries.
Document viewer: In-console file previews across all touch points
You can now preview documents uploaded directly in the console without downloading them, reducing friction during alert and case investigation.
The new document viewer is available across in the activity tab across:
Users
Alerts
Cases
