AI Exception Clustering for Tickmark Automations

Tickmark automations now automatically group exception rows into labeled clusters using AI, with fixes for PDF rendering and automation reliability.

New Features

  • AI exception clustering on TICKMARK automations: when a TICKMARK attribute column automation completes, AI now automatically groups the exception rows (rows that failed the tickmark evaluation) into labeled exception groups (A, B, C, …). Re-running the automation preserves any cells you have already accepted or rejected, so your review work is never lost.

Bug Fixes

  • PDF export: F and CF tickmarks now render correctly when opening exported workpapers in Adobe Acrobat.
  • Paste Sample / Add Table from Excel: the import now validates the column mapping upfront and surfaces a clear error instead of failing mid-operation.
  • Automation reliability: fixed an edge case where re-running an automation on empty cells would not register correctly, causing the run to silently stall.
  • Tickmarks: resolved a race condition that could produce errors when two tickmarks were created on the same workpaper in quick succession.