Transflo Broker AI Release Notes

This release will include the following new features and enhancements:

• As the Transflo Workflow AI platform expands, we continue to perform migrations from legacy environments to the new Workflow AI unified platform for brokers. Separate editions are also available for carriers and factors; however, the solutions share the same platform and resources to optimize performance.

• The BETA tag has been applied again as the original released product transitions to a new architecture and completely updated user interface. The BETA phase is expected to continue through August and September.

  Early pre-release BETA edition. This KB will be updated to align with future product development.

• Ongoing enhancements and feature updates.

This release includes the following new features and enhancements:

• Continued product refinement, project delivery, and back-end stability improvements.

• Standardizations based on technologies, solutions, and segments.

• Based on feedback from an expanded set of new customers, this release now includes additional functionality, metrics, and views that yield more insightful access to documents, processing status, and data.

• The new Executive Dashboard feature now includes drill-down capabilities that allow users to view an audit trail that traces the actual documents associated with individual exceptions.

• Additional monitoring and alert enhancements.

• As the Transflo Workflow AI platform expands, continued migrations from legacy solutions to Workflow AI for brokers, factors, or carriers as appropriate.

• Other enhancements and small feature updates.

• A new Executive Dashboard is now available for all current and future production and user-acceptance testing (UAT) environments. Authorized managers and administrators can use the dashboard on a daily basis to manage their exceptions, track staff progress, and present target metrics to senior management and executive staff. The dashboard also includes export functions. To learn more, see Transflo Broker AI Executive Dashboard.

• Continued product refinement, project delivery, and back-end stability improvements from January to June 2024.

• Removed the BETA tags from this product knowledge base to formally introduce Workflow AI for Brokers as a new generally-available (GA) product.

• Continued product roadmap refinement, project delivery, and back-end stability improvements.

• User documentation content review, analysis, and updates.

• Enhanced filtering in result sets and work item queues.

• Product road map refinement, project delivery, and back-end stability improvements.

• Final BETA release.

The BETA release includes back-end performance, scalability, and availability improvements, quality fixes, stability enhancements, and maintenance updates.

The following list (compiled August 23) provides a general summary of the updates scheduled for inclusion in the next BETA release:

• Transflo Infrastucture Optimization: This release marks the starting point of a transition phase away from previous MetaSource workflow engine components to a more robust Transflo infrastructure. The transition is designed to offer faster deployments while reducing both overhead and performance lag associated with building advanced next-generation workflow components. These back-end improvements do not impact customers; however, users will notice performance improvements with large data sets. BETA customers can expect to be fully transitioned over the next 6-8 months depending on multiple new shared infrastructure components for carriers, brokers, and factors.

• Dashboard Improvements: An iterative series of prototype designs, rework, and user acceptance testing have yielded various dashboard feature design improvements.

• Usability and Productivity Enhancements: Select areas of the user interface have been and continue to be reviewed and enhanced to reduce the complexity or number of clicks required to perform common actions. These enhancements improve user efficiency, simplify procedure steps, eliminate redundant pain points, and improve user productivity.

• Bitonal Image Quality: To speed processing, reduce file storage size, and improve OCR interpretation algorithms, some clients receive color images but prefer a conversion to much simpler black and white (bitonal) images where each pixel has either a black or white tonal value stored as one bit (1-bit) or binary digital data. As part of this next release, we are introducing an update to address previously detected image quality issues associated with the conversion of color documents to bitonal.

• More Customer Deployments and UAT: In addition to our existing BETA customers in various environments (dev, qa, uat, and production), we are excited to provision five (5) new BETA customer deployments next week. Our loyal legacy and expanding new customers are equally excited to be participating in our BETA program. They have expressed an interest in transitioning away from less responsive providers and moving to new financing, quick pay, factoring, and other new deployment initiatives with user acceptance testing (UAT) already underway or planned for 2023 Q4.

• Flexible Image Storage Options: As new customers join the Transflo suite of products, we continue to provide document storage options both during the BETA trial period and beyond. In addition to Workflow AI, we offer DMS, Synergize, and alternative storage solutions. Customers can even choose innovative options such as a fee-for-storage arrangement with an API to select corrected OCR documents and process associated invoices and billing statements for their own clients. Contact Transflo to learn which Workflow AI architecture options are available for integration with your TMS.

This BETA release of Workflow AI for Brokers added improvements for administrative functionality and also introduced the following core user features and documented procedures for freight brokers and office accounting and finance staff:

• Log In and Log Out

• Find Repository Documents: Basic Search

• Find Repository Documents: Advanced Search

• Modify the Document Viewer

• Annotate a Document

• Export Repository Documents

• Email Documents

• Resolve Exceptions in Transflo Workflow Queues

• Copy, Move, or Break Up a Document

This BETA release of Workflow AI for Brokers included the following system administration features and documented procedures:

• Create an Application
• Delete or Purge Applications
• Create and Manage Import Specifications
• Manage Import Jobs
• Manage Users, Groups, and Annotation Groups
• Manage Audit Trail Options
• Manage data types
• Manage Auto Index Options
• Manage Global UDL
• Manage Password Policies
• Manage Queues
• Configure Default Web Access User Settings