EDM v20.1.16.4 GA is now available

  Release Date: 5th June 2026

 This release brings the following improvements:

1.Attribute-Level Approvals enhance the Approval Workflows module by enabling approval control over specific data attribute changes directly from the Data Manager (DM) screen. When users submit attribute overrides, these changes are automatically routed through configured approval workflows before being applied.

The feature supports flexible approval models, including Dual Control (multi-level) and 4-eyes (single-level), ensuring proper validation. Key benefits include stronger data governance, improved data integrity, increased accountability, and a balance between control and operational agility.

2. In‑App Notifications deliver real-time alerts within the Opus EDM Web UI for key workflow events such as submissions, approvals, rejections, and withdrawals. They provide a centralized notification system with direct links to related tasks, reducing the need for manual status checks. 

Key benefits include faster response and approval cycles, improved visibility into workflows, and enhanced governance through a persistent notification history.

3. The Data Dictionary & Lineage Export via API feature provides standardized APIs to extract EDM metadata and lineage information, enabling seamless integration with third-party metadata management platforms. Built on the EDM API framework with OAuth support, it ensures secure and consistent access. 

Key benefits include a unified view of enterprise data assets and reduced manual effort through automated, scheduled metadata synchronization.

4. Snowflake Web-Based Data Ingestion enables users to easily load data from Snowflake into Opus EDM through a self-service web interface, eliminating the need for engineering support or desktop tools. Users can configure secure connections, define SQL queries, and build ingestion pipelines with support for both full and delta data loads.

Key benefits include faster onboarding, greater flexibility to adapt to changing data needs, reduced costs through efficient delta processing, improved data reliability via built-in validation and monitoring, and scalable support for enterprise-level data ingestion.

5.SCIM Integration enables automated user provisioning and group synchronization between enterprise identity systems and Opus EDM using standard SCIM APIs. It allows organizations to manage users, roles, and permissions directly from their existing IAM systems, ensuring real-time alignment with the central identity source.

Key benefits include improved security and compliance, reduced manual effort through automation, faster user onboarding, scalable identity management, and minimized risk of access errors.

6.Okta OAuth Support enables secure, password less connectivity between Opus EDM and Snowflake using OAuth-based authentication. It allows EDM data processes to authenticate via access tokens issued by Okta, eliminating the need to store credentials like usernames or keys.

Designed for automated workflows, the system can manage and refresh tokens seamlessly, ensuring uninterrupted execution. Key benefits include enhanced security compliance, fully automated and secure job execution, and scalable support for multiple Snowflake environments.

For a complete list of resolved issues, refer to the release notes: EDM v20.1.16.4 GA | EDM Help Center (spglobal.com)

EDM v20.0.1.21 is now available

 Release Date: 27th April 2026

 This release brings the following improvements:

1. Further WCAG compliance improvements across the WebUI helping to make web content more accessible to people with disabilities.

2. A caching feature for Data Constructor inputs has been introduced to help components that don't follow best practice (simple table-based input queries).  In previous versions recommendation would be to move complex sql to porters and then have the constructor use the porter output table. Now this is achievable with a simple click in the constructor settings, that can also automatically create cache tables.

3. Web UI authentication now also supports Microsoft-based OIDC, where previously it only worked with the OIDC standards as used by 3rd parties.

4. Data Porter's using external database connection can now benefit from the standard retry logic by defining a timeout value in the porter.  The usual configurable retry count, delay then works as per earlier versions and exits cleanly with clear error messages if all retries are exhausted.

5. Data Generator Form Views already containing bad data can optionally show data validation errors during a 'Force Save', even when the user hasn't entered changes elsewhere. In earlier versions if there are no user changes, the Save icon wouldn't be available and 'Force Save' would be ignored.

6. Web UI Debug window (Ctrl-Alt-D) now allows the workflow to be interacted with again (non-modal) like earlier versions of 19.2 and 19.3.

For a complete list of resolved issues, refer to the release notes: EDM v20.0.1.21 | EDM Help Center (spglobal.com)

EDM v20.0.1.0 GA is now available

  Release Date: 20 February 2026

 This release brings the following improvements:

1. SQS queue messages are now reliably deleted upon successful retrieval in batch mode, ensuring smooth and efficient queue processing post-upgrade. This resolves a previous issue where batch sizes greater than one caused message to be repeatedly processed, generating multiple "process locked" errors daily.

2. The CoreMatcher_GetSummaryData method has been optimised to eliminate unnecessary calls that were previously triggered during workflow load, permission-related textbox value changes, and Matches tab navigation. This enhancement ensures the method is now invoked only when genuinely required, delivering improved application performance, faster response times, and a smoother overall user experience.

3. Data Porter / Data Flow now supports overriding the Connection Name via configurable parameters, eliminating previous limitations that restricted automation and environment-specific flexibility. This powerful enhancement empowers the Support Team to drive automated FD creation seamlessly and simplifies deployments across multiple environments with greater efficiency and control.

4. The Web UI now manages session expiry gracefully with no crashes or downtime, following the resolution of an unhandled exception in the session expiry warning path that was previously causing repeated IIS Application Pool crashes and interrupting active user sessions post-upgrade.

5. All stored procedures are now correctly permissioned across all relevant SQL roles, ensuring authorised users can seamlessly execute required procedures without interruption. This resolves previous execution failures caused by missing permissions for limited-access SQL roles, delivering improved reliability and uninterrupted EDM process execution.

For a complete list of resolved issues, refer to the release notes: EDM v20.0.1.0 GA | EDM Help Center (spglobal.com)

EDM v19.3.25.65 is now available

 Release Date: 18 December 2025

 This release brings the following improvements:

1. Data Generator / Data Manager editability is now more controllable via workflow variables using a new ‘Is Editable’ parameter (1=enable, 0=disable). Equivalent to using the edit icon. Older configs with Override Edit Permission, must ensure Default Editing is enabled to maintain previous behaviour.

2. The legacy ExcelToFile plugin now supports Excel 2016, 2019, and Office 365 APIs (requires Excel installed and version specified). We recommend switching to XlsxToFile, which works with most XLSX files without needing Excel

3. Data Generator WebUI error handling has been improved to optionally show more detailed, user-friendly SQL error messages, similar to the thick client. A new DbParm ‘DisplayDetailedErrorMessage’ has been added (enabled by default).

4. Message Queue for AWS SQS now supports authentication using IAM Roles, so manual entry of security credentials is no longer mandatory.

5. The DPKingdom.Write.DeviationSurvey plugin class of DPKingdom.XXXX.dll has been refined to refined to retain the Calculation Method for existing records when a NULL or empty value is provided in the OUT table.

6. A new plugin class Write. Core has been added to DPKingdom.XXXX.dll to process core data from EDM to Kingdom. 

7. A new plugin class Read.ProjectInformation has been added to DPKingdom.XXXX.dll to process project information from Kingdom to EDM. 

For a complete list of resolved issues, refer to the release notes: EDM v19.3.25.65 | EDM Help Center (spglobal.com)

EDM v19.3.75.10 GA is now available

 Release Date: 20th November 2025

This release brings the following improvements: 

• Flexible Query Building: Create SQL visually in Basic Mode or write and validate queries in Advanced Mode, with seamless switching between modes.
• Real-Time Validation: Preview sample data instantly to ensure query accuracy and dataset integrity.
• Business Context Visibility: Display business names and descriptions for selected fields to maintain clarity and alignment with terminology.
• Enhanced UI Components: Modernized DM/DG Form Viewer, Side-by-Side Viewer, KPI element, and Segment Control for improved readability, comparison, and navigation.
• Multi-Channel Data Distribution: Distribute standardized data products via Snowflake or SFTP, ensuring consistency and immediate integration for analytics and reporting.
• Secure & Reusable Connections: Configure and reuse SFTP and Snowflake connections across onboarding and exports for streamlined, secure data delivery.

 For a complete list of resolved issues, refer to the release notes: EDM v19.3.75.10 GA | EDM Help Center

EDM v19.3.10.92 is now available

 Release Date: 10th October 2025

This release brings the following improvements: 

• Retry logic has been implemented to handle "File in use" errors more gracefully or to ensure file locks are reliably released before subsequent actions begin.  This is to help avoid intermittent failures caused by security software, virus checkers and slow networks where the OS releases locks slowly.
• Data Generator / Managers can now trigger change to edit mode via a new 'Is Editable' Input/Output parameter via workflow variables. Users of older config using the "Override Edit Permission" input parameter need to ensure "Default Editing" enabled.  Using the new option negates this.
• The legacy ExcelToFile plugin now additionally supports Office 365 and Excel 2019.  Customers are strongly encouraged to transition to the non-legacy XlsxToFile plugin, which should work with most Excel XLSX files without requiring Excel to be installed.
• Data Manager decode sorting is now aligned to that of the Data Generator, now supporting custom orders as defined in Data Generator, Illustrator or templates.
• A session warning pop-up ahead of the expiration is now shown to user.  This defaults to 2 minutes prior to timeout but can be modified in the Web.config using the 'SessionTimeoutRemaining' setting.
• Error handling in the Data Generator has been enhanced to optionally display more detailed and user-friendly SQL error messages, similar to those in the thick client version. A new Co DBPARM 'DisplayDetailedErrorMessage' has been added, enabled by default.
• Data Constructor / Data Inspector now shows a clearer message during V&C to avoid source monitor data loss.   The 'PreserveSourceMonitor' setting in CADIS_SYS.CO_DBPARM can define default behaviour.

 For a complete list of resolved issues, refer to the release notes: EDM v19.3.10.92 | EDM Advanced

EDM v19.3.50.19 GA is now available

Release Date: 29th August 2025

This release brings the following improvements: 

·       Self-service & Customization: Administrators can easily configure Snowflake connectivity, define update strategies, and customize data distribution by selecting tables, attributes, and filters.

·       Automation & Efficiency: Hands-free background processes update Snowflake tables automatically, reducing manual effort and enabling quick Excel exports for offline review and bulk actions.

·       Operational Visibility: Built-in run history and status tracking provide transparency into distribution cycles and allow fast resolution of failures.

·       Optimized Storage & Governance: Eliminates intermediate tables to save storage costs while ensuring centralized oversight and streamlined updates.

·       Scalable & Reusable Delivery: Supports end-to-end data distribution from source systems to Snowflake, with the ability to reuse definitions across multiple channels like SFTP and Snowflake.

·       Enhanced User Experience: Features like multi-filter search for better matching and section reordering for personalized views improve usability and performance.

 

 For a complete list of resolved issues, refer to the release notes: EDM v19.3.50.19 GA | EDM Advanced