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Ocrolus Release Notes v3.37


Key

Summary

Release Date

Release Version

v3.37

Product Suite

Bank Connect

Focus Areas

Document Insight visualization, metadata-driven configuration

Update Type

Major feature release

Next Scheduled Release

October 2025



1. Release Overview

In this release, we have introduced a new Lightning Web Component (LWC) designed to dynamically render and configure Document Insight data using a JSON configuration defined in Custom Metadata.

The goal of this enhancement is to simplify the presentation and management of a large number of fields within Document Insight records by enabling a configurable, section-based, and interactive UI.

2. Key Highlights

2.1. Dynamic and Configurable UI

  • The component reads a JSON configuration from custom metadata that defines which fields to display and how they should be grouped into logical sections.

  • This allows for flexible customization without code changes — simply update the JSON metadata to control field visibility, order, and grouping.

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2.2. Support for Multiple Record Contexts

  • The component can be placed on both:

    • Document Insight record page

    • Parent record page (e.g., Account, Opportunity, or Contact)

From Document Insight record:

  • When the record has a Completed status, the component displays all configured fields with appropriate formatting (e.g., Currency, Percentage, Date, Number).

  • Field values automatically adapt display formatting based on field data type.

1.png

From Parent record:

  • The component retrieves all related Document Insight records whose source is Ocrolus.

  • A dropdown allows users to select from available Document Insights, and the component dynamically updates to display the fields and values for the selected record.

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2.3. Range-Based Color Indicators

  • A new range filter feature allows fields to be highlighted in different colors based on configured value thresholds.

  • Example configuration:

    • Show field value in green if greater than $10,000

    • Show field value in red if less than $5,000

  • These rules are fully configurable in the JSON metadata and help users quickly identify data insights or anomalies.

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2.4. Searchable Field Interface

  • Due to the large number of fields in Document Insight records, the component includes a field search bar.

  • Users can easily search and filter visible fields by name or label, improving navigation and usability.

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3. Technical Summary

Feature

Description

Component Name

DynamicSectionBuilder(LWC)

Configuration Source

Custom Metadata JSON

Supported Contexts

Document Insight Record Page, Parent Record Page

Features

Field Grouping, Dynamic Rendering, Value Formatting, Range-based Highlighting, Search Filter

Dependencies

Document Insight Object, Ocrolus Source, Custom Metadata Configuration

4. JSON Configuration Structure Explanation

Click here to learn more about the JSON

Key

Type

Description

Example / Notes

sectionInfo

Array

Defines the sections and layout of the displayed fields. Each section can have its own name, field list, column layout, and collapse behavior.

[ { "sectionName": "Financial Summary", ... } ]

sectionInfo.sectionName

String

The label displayed for the section.

"Test Section 1"

sectionInfo.order

String / Number

Determines the order in which sections appear. Lower numbers appear first.

"1"

sectionInfo.fields

Array

List of API field names from the Document Insight object to display in this section.

[ "bankconnect__ATM_Inflows__c", "bankconnect__ATM_Outflows__c" ]

sectionInfo.columns

String / Number

Defines how many columns of fields to display per row.

"2"

sectionInfo.isCollapsed

String / Boolean

Indicates if the section should be collapsed initially.

"true" or "false"

rangeFilter

Array

Specifies conditional color formatting rules for field values based on numerical ranges.

[ { "field": "bankconnect__ATM_Outflows__c", ... } ]

rangeFilter.field

String

The API name of the field to apply conditional formatting.

"bankconnect__ATM_Outflows__c"

rangeFilter.lowerLimit

String / Number

Minimum threshold value.

"5000"

rangeFilter.higherLimit

String / Number

Maximum threshold value.

"10000"

rangeFilter.lowColor

String

Color code applied when value ≤ lower limit.

"#1e8701"

rangeFilter.highColor

String

Color code applied when value ≥ higher limit.

"#f50000"

rangeFilter.defaultColor

String

Default text color when value is between limits.

"#000000"

setupInformation

Object

Contains additional configuration notes or documentation metadata.

{ "note": "Can be tailored per org" }

setupInformation.note

String

Descriptive note to guide admins configuring the component.

"This section can be tailored..."
Sample JSON Configration 
{
  "sectionInfo": [
    {
      "sectionName": "Test Section 1",
      "order": "1",
      "fields": [
        "bankconnect__Application_Name__c",
        "bankconnect__Application_Id__c",
        "bankconnect__ATM_Inflows__c",
        "bankconnect__ATM_Outflows__c",
        "bankconnect__Average_Federal_Taxes__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c",
        "bankconnect__ATM_Inflows__c",
        "bankconnect__ATM_Outflows__c",
        "bankconnect__Average_Federal_Taxes__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c",
        "bankconnect__ATM_Inflows__c",
        "bankconnect__ATM_Outflows__c",
        "bankconnect__Average_Federal_Taxes__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c"
      ],
      "columns": "2",
      "isCollapsed": "false"
    },
    {
      "sectionName": "Test Section 2",
      "order": "2",
      "fields": [
        "bankconnect__Average_Fintech_MCA_Deposits__c",
        "bankconnect__Average_Fintech_MCA_Outflows__c",
        "bankconnect__Average_Internal_Transfer_Inflows__c",
        "bankconnect__Average_Internal_Transfer_Outflows__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c",
        "bankconnect__Average_Fintech_MCA_Outflows__c",
        "bankconnect__Average_Internal_Transfer_Inflows__c",
        "bankconnect__Average_Internal_Transfer_Outflows__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c",
        "bankconnect__Average_Fintech_MCA_Outflows__c",
        "bankconnect__Average_Internal_Transfer_Inflows__c",
        "bankconnect__Average_Internal_Transfer_Outflows__c",
        "bankconnect__Annual_MCA_Withhold_Percent__c"
      ],
      "columns": "3",
      "isCollapsed": "true"
    }
  ],
  "rangeFilter": [
    {
      "field": "bankconnect__ATM_Inflows__c",
      "lowerLimit": "5",
      "higherLimit": "10"
    },
    {
      "field": "bankconnect__ATM_Outflows__c",
      "lowerLimit": "5",
      "higherLimit": "10",
      "lowColor": "#1e8701",
      "highColor": "#f50000",
      "defaultColor": "#000000"
    },
    {
      "field": "bankconnect__Average_Federal_Taxes__c",
      "lowerLimit": "5",
      "higherLimit": "10"
    },
    {
      "field": "bankconnect__Average_Fintech_MCA_Deposits__c",
      "lowerLimit": "0",
      "higherLimit": "100"
    },
    {
      "field": "bankconnect__Average_Fintech_MCA_Outflows__c",
      "lowerLimit": "100",
      "higherLimit": "1000"
    },
    {
      "field": "bankconnect__Average_Internal_Transfer_Inflows__c",
      "lowerLimit": "100",
      "higherLimit": "1000",
      "lowColor": "#1e8701",
      "highColor": "#f50000",
      "defaultColor": "#000000"
    },
    {
      "field": "bankconnect__Average_Internal_Transfer_Outflows__c",
      "lowerLimit": "0",
      "higherLimit": "100",
      "lowColor": "#1e8701",
      "highColor": "#00f500",
      "defaultColor": "#000000"
    }
  ],
  "setupInformation": {
    "note": "This section can be fully tailored based on your organization’s preferences. The fields, layout, and color indicators may vary depending on your business rules."
  }
}

5. Benefits

  • Dynamic Configuration – No code changes required to adjust field presentation.

  • Improved Readability – Fields are grouped into meaningful sections with type-based formatting.

  • Visual Data Insights – Conditional coloring highlights important values and thresholds.

  • Enhanced Usability – Search functionality simplifies working with large field sets.

  • Cross-Record Access – Easily view and compare Document Insights from both record and parent contexts.