> ## Documentation Index
> Fetch the complete documentation index at: https://utilified-mintlify-8f4debb2.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Latest

> Latest UMS release notes covering new features and improvements — the Joule AI Assistant, review items triage, alert routing, and dashboard updates.

Stay up to date with the latest features and improvements in UMS.

<Update label="v1.4.0" description="2026-03-22">
  ## AI Assistant, Review Items & Alert Routing

  ### Joule AI Assistant

  * **Domain Knowledge** — Joule now understands UMS-specific concepts and can answer questions about your energy data with greater accuracy
  * **New Widgets** — Inline charts and data summaries appear directly in the chat for faster insights
  * **Conversation Memory** — Joule summarises long conversations so context is preserved across sessions

  ### Invoice Review & Validation

  * **Review Items Triage** — New split-panel interface for triaging invoice review items with type-aware detail views (gaps, duplicates, suggestions)
  * **Gap Check Management** — Toggle gap detection per account, manage checks in bulk, and configure cascade settings for account hierarchies
  * **Utiliread Review** — OCR review workflow with approval actions, accuracy stats dashboard, and quality indicators

  ### Alert Routing & Custom Notifications

  * **Custom Alert Rules** — Create rules to automatically detect and route incoming emails to contacts based on sender, subject, or other criteria. Get notified when important emails arrive for specific accounts.
  * **Account-Scoped Alerts** — Assign alert rules to specific accounts so the right people are notified about the right invoices and communications
  * **Contact Management** — Add and manage notification recipients directly from the alert routing settings

  ### Tariffs & Modelling

  * **Connection Factors** — Configure connection-level loss factors on tariff templates
  * **Site Types** — New site type classification for better portfolio segmentation

  ### Merge & Data Management

  * **Merge Results** — After merging records, see exactly which objects were affected and any exceptions that occurred
  * **Agreement Merge** — Improved autocomplete with full object display

  ### Other Improvements

  * **Onboarding Wizard** — Form state now persists across page refreshes
  * **Docs** — Fixed sidebar navigation, scrollable content, and search functionality
</Update>

See [Previous Releases](/changelog/archive) for older versions.