Latest Production Release
BASE_TAG=4.4.0* Indicates an invasive or breaking change
Releases
Bug
ENG-3981 Audience Controls "Use File As-Is" suppression upload returns HTTP 500 when generated SnowSQL insert exceeds the operating-system argument limit
Story
ENG-4000 Instrument Marketplace purchaser capability and feedback events in Userpilot
ENG-4003 Remove metadata workflow state from Marketplace recommendation content
Bug
ENG-3078 \[BDS Builder\] Categories does not count fields from subcategories
ENG-3359 Payment not fully validated before unlocking access
ENG-3360 Zendesk dependency can break the flow
ENG-3361 Receipts are not fully managed
ENG-3362 Slow marketplace purchase confirmation due to blocking receipt PDF generation and email dispatch
ENG-3398 Fix draft status on marketplace orders
ENG-3403 Purchased Orders should not be auto updated by Source Changes or Field modifications
ENG-3404 Strange Save Order Behavior
ENG-3407 Expired jwt token not handled after successful payment
ENG-3413 AI Generation of fields bugs for BDS Data Sources
ENG-3456 Big BDSelect/BDMarketplace Exports get stuck
ENG-3501 export possible w/o purchase
ENG-3502 BD Select lists Marketplace queries
ENG-3525 Radius counts between Simple Count and Cross Tabs do not Match
ENG-3529 Zipcode Radius API Missing Marketplace View Permission
ENG-3531 BDS Marketplace List not loading anything for normal users
ENG-3753 File Upload Suppression Fails on Export
ENG-3800 \[Regression\] Marketplace orders are editable after purchase
ENG-3820 BD Marketplace: New vendor approval request resets timer for an existing order
ENG-3854 \[Spike\] purchased orders without vendor approval should be visible?
ENG-3856 BDS Builder page showing \[Object object\] for selected owners
ENG-3859 BDS Export error with key pair auth \[invalid identifier '"status"'\]
ENG-3892 Can't Duplicate Marketplace Orders
ENG-3893 Marketplace Audience Controls return 403 due to BD Select-only permissions
ENG-3894 BDS Marketplace Link not appearing in left panel when login, need to refresh the page
ENG-3917 Username/Email Webhook Bug
Story
ENG-3889 Add a dismissal control to AI Feedback for AI-generated audiences
ENG-3441 Improve Stripe Callbacks Authentication
ENG-3243 User Modification Detection \(Diff Engine\) - Query Structure
ENG-3244 Learning Signal Logging - Data Source Recommendation
ENG-3274 Marketplace Everywhere: Left Navigation for Client Deployments
ENG-3371 Warn Purchaser that they haven't selected any columns to export
ENG-3386 Improve User Cache Refresh Strategy
ENG-3390 5.0.1 Notion Bugs/Fixes - Fabricio
ENG-3391 5.0.1 Notion Bugs/Fixes - Randy
ENG-3394 Upgrade versions in runner to fix new CVEs
ENG-3401 Card Clean Up
ENG-3402 Remove Template Creation Requirement for Marketplace Export
ENG-3452 Ensure scope of groups to Data Sources in Marketplace is respected
ENG-3459 Ability for supportAdmin to delete all \(including purchased\) audiences in Marketplace
ENG-3568 Update "Fetch Locations" API in BDS to allow for more addresses to be called and a smaller radius search
ENG-3729 BettrData Webhooks for Marketplace and Hubspot
ENG-3896 Ability To Create and Edit Templates in Marketplace is Missing
Version 5.0.0 marks the general availability of the AI-driven BettrData Marketplace experience, providing a guided workflow from initial data discovery through audience configuration and purchase.
AI-guided Marketplace discovery
- Users can describe the audience or business objective they are trying to reach using natural language. ENG-3247
- Marketplace evaluates available data sources and returns ranked recommendation cards with supporting rationale. ENG-3240
- Recommendations can be opened as preconfigured audiences in the shared audience builder. ENG-3241
- The builder retains the context of the original AI recommendation so users understand how the proposed audience was constructed. ENG-3242
- The recommendation engine works from managed Marketplace dataset metadata rather than being tied to a single provider. ENG-3245
- Expanded metadata-management tools help maintain the descriptions, capabilities, and context used by Marketplace recommendations. ENG-3250
- Users can provide feedback on recommendations and resulting audience configurations. ENG-3258
- Marketplace clearly communicates when no available data source is an appropriate match rather than presenting a low-confidence result. ENG-3309
Pricing and purchasing
- Added an end-to-end Marketplace export-purchase flow covering counts, estimated pricing, checkout, and export configuration. ENG-3022
- Payment confirmations are recorded as Marketplace transactions. ENG-3023
- The purchased audience is frozen at the point of purchase so the delivered record set matches the approved order. ENG-3024
- Users can re-export the exact purchased record set without purchasing it again. ENG-3025
- Purchase workflows can branch between self-service and assisted-sales paths based on configurable transaction thresholds. ENG-3149
- Transaction thresholds can be configured for different commercial requirements. ENG-3151
- Order-form PDFs are generated and distributed to purchasers when required. ENG-3150
- Marketplace can require vendor approval before designated purchases proceed. ENG-3347
Reliability and safeguards
- Strengthened order-limit enforcement and checkout integrity. ENG-3369
- Corrected payment-cancellation behavior that could leave the purchase experience in a loading state. ENG-3343
- Improved recovery and handling for failed Marketplace purchases. ENG-3586
- Corrected audience state when changing data sources during configuration. ENG-3341
- Improved save-state behavior after changing the selected Marketplace data source. ENG-3457
- Improved post-deployment vendor-approval behavior. ENG-3472
- Added several visual and interaction corrections across attribute selection, suppression, deduplication, and dynamic-count workflows.
Bug
ENG-3340 User is redirected to the wrong module right after rejecting the Customer Support Team coordinator
ENG-3341 After changing the marketplace data source of an order, it is not possible to update a segment limit or delete the segment
ENG-3342 Marketplace datasources are not visible in BDS module
ENG-3343 Purchase button keeps loading indefinitely after canceling the payment in Stripe
ENG-3345 Round 1 Testing Bugs
ENG-3358 No Stripe webhook validation
ENG-3364 BDSelect Table showing Marketplace Orders
ENG-3365 Query Suppression and Deduplication Key pop-up background is transparent
ENG-3366 Snowsql not working in 5.0.0
ENG-3368 Trimmed and transparent Attribute pop-up in BD Select Data Sources
ENG-3374 Dynamic counts display raw value instead of label
ENG-3445 5.0.0 deployment issues
ENG-3457 Changing data source in bds builder does not enable save button
ENG-3472 Vendor Approval Doesn't Work Post Deploy
ENG-3586 Marketplace purchase failing
Task
ENG-3419 Update Audience Acuity in Marketplace
Story
ENG-2459 Data Price History and Management
ENG-3022 Marketplace Export Purchase Flow \(Counts, Pricing, Checkout\)
ENG-3023 Stripe Payment Confirmation & Transaction Recording
ENG-3024 Freeze Query & Capture Purchased Record Set
ENG-3025 Re-Export Purchased Marketplace Data
ENG-3149 Purchase Flow \(List Select, Append, and Threshold Branching\)
ENG-3150 Order Form PDF Generation and Distribution
ENG-3151 Sales Threshold Configuration \(DB-Level\)
ENG-3240 AI Recommendation Cards \(Core UX\)
ENG-3241 Pre-Populated Query Builder from AI Recommendation
ENG-3242 AI Configuration Context Banner
ENG-3245 Dataset-Agnostic Recommendation Engine
ENG-3246 Update the Jobs Page to leverage new cards
ENG-3247 AI Prompt Entry Experience \(Marketplace Landing\)
ENG-3250 Dataset Metadata Management & Enrichment System
ENG-3258 Card and Query Feedback
ENG-3300 Platform / Release Regression
ENG-3301 Catalog and Vendor-Data Certification
ENG-3302 Commerce and Limits
ENG-3303 Delivery and Fulfillment
ENG-3304 Security and Permissions
ENG-3309 No Appropriate Marketplace Source response
ENG-3347 Vendor Approvals
ENG-3348 BDS Marketplace Support Admin Path
ENG-3351 Example queries for AI Discovery
ENG-3354 Hide from Attribute Selector in Query Builder or Marketplace Builder \+ Default Export
ENG-3369 Marketplace Vulnerabilities
ENG-3376 Additional AI Cleanup
ENG-3414 AI UI Updates
Bug
ENG-2500 Copy Convert Type Does not Create a Convert
ENG-3164 Increase Available Upload Size in UI
ENG-3543 Ability to Import Old Style Excel xls files.
ENG-3693 Must Include Records are Being Duplicated When Added to BDS Query
ENG-3696 You Cannot Reset the Cross Tab Selections
ENG-3713 SSO Not Mapping Correctly and Default Group Permissions Not Being Respected.
ENG-3734 Attribute List Scrolling Creates Bad Experience
ENG-3751 401 during new-user registration and 403 after duplicate MFA submission
ENG-3754 Detailed Counts returns the number of summary rows instead of the configured breakdown after upgrading to 4.2.0
ENG-3764 Tag Search Is Missing in Suppression
ENG-3771 Processing Fails CSV Because of An Encryption Key Error?
ENG-3782 New converts fail to identify source fields labeled Zip
ENG-3786 Suppression is Blocking Files that Were Not Exported Directly from the BDS Audience
ENG-3801 Authentication: Open modal windows remain visible after logout
ENG-3802 BD Select counts: Available Universe total can display -0
ENG-3871 Anchor User Environment Var
ENG-3880 AccuZIP CASS and CASS/NCOA conversions fail during Humpty merge on BettrData 4.2.0
ENG-3919 SmartTypes cannot use valid classified files after 4.3.1 purge adds ignore/purged
ENG-4020 Files with a Dollar Sign Do Not Import Correctly, Check other special Characters
Story
ENG-3627 BDS: Multi-Value Field Definitions for Multiselect
ENG-3448 Spike: Research Better Handing of Sessions and Token for Timeout, et al.
ENG-3628 BDS: Allow Null or Blank as a Multi-Select Value
ENG-3658 BDS Exports need to log the push to previous\_usage table
ENG-3716 BDS: In-App Documentation about Special Tags
ENG-3731 Set Defaults for Individual Errors
ENG-3735 Make Attribute Selection Panel Resizable
ENG-3747 BDS: Ability to Change Data Source on Order w/ out losing Filters
ENG-3748 Client owner, warn for exact name duplicate
ENG-3787 Transform.io: Field Level Plug Defalut Should work without Mapping
ENG-3789 BDS Filter By "Created By" Column
ENG-3808 Audience Control/Suppression UI Changes
ENG-3809 User Management Download Feature
ENG-3810 BDI: AI Tuning for Name/Postal Defaults
ENG-3874 BDS Filter by Create User
ENG-3914 BDI Self Service Data Load Enhancements
ENG-3947 Create internal Anchor Dashboard
ENG-3997 Include order name in BD Select export metadata for suppression-file selection
ENG-4006 Display suppression file quantity when adding a file to a count/order
Bug
ENG-3825 BDI Files: Selecting a virtual file also selects its source file for bulk actions and merges
ENG-3878 Virtual files display an expand control but reveal no children
ENG-3939 Total Has Gone Missing for BDS Counts
ENG-3950 False Anchor failure when failing to unzip job \(4.3.1\)
ENG-3958 Anchor job is falsely marked failed when Humpty polls during JobInputDataReady
Story
ENG-3816 Add deterministic distributed segment limits to BDS and BD Marketplace (nthing)
ENG-4005 Replace User Management CSV exports with Excel exports for Experian
ENG-4014 Migrate 3789 and 3809 from 4.4.0 to 4.3.4
Bug
ENG-3885 COPY_TO_TABLE Stripping of first line on Parent AND Split Records with Remove Header Set
ENG-3934 Dynamic Crosstab queries fail when a static datasource field is selected as a Row or Column
ENG-3948 Snowflake integration duplication fails or drops credentials when Keep Integration Parameters is selected
ENG-3952 Purged files are hidden and lose historical actions when Hide Ignore is enabled
ENG-3987 COPY schemas to S3 are appending "/" at the beginning of the output path
ENG-4001 Email MFA login fails with DEVICE_SRP_AUTH for remembered Cognito devices
ENG-3998 Cherry pick from 4.4.0 to 4.3.3 (ENG-2500 COPY and COPY_TO_TABLE output schemas does not allow convert)
Story
ENG-3968 Remove Snowflake Authentication Change Warning
Bug
ENG-2277 site-visitor-1-day Breaks with a simple save in the UI
ENG-2976 Variable createdAtMax Is Not Being Filled Out For Integration
ENG-3869 Client export no longer works
ENG-3943 Build Issues 4.3.2
Story
ENG-3824 Self-service reversal workflow for ignored or replaced parent records
ENG-3888 Recursive Routes on Blob
ENG-3906 Global Default Settings for BDS Deduplication
Bug
ENG-3766 Output Schema Visibility and Permissions
ENG-3777 Failed Validations Dashboard alert shows two issues when Review Issues has no visible records
ENG-3790 BDS Sources, create field/generate fields spinner is running forever
ENG-3793 BDI: Data Retention: No purge if not status.processing.done
ENG-3867 Email MFA Forgot password flow not working
Story
ENG-3561 Support scoped multi-rule Audience Controls modals and builder indicators
ENG-3562 Find existing sources for suppression and must-include rules
ENG-3563 Create new sources for suppression and must-include rules from uploaded files
ENG-3564 Support BD Ingest preparation, processed-file verification, notifications, and correction states
ENG-3565 Persist and apply multiple scoped suppression and must-include rules
ENG-3621 Show BDI-prepared files as a filterable type in the existing-source table
ENG-3622 Support multiple source types in the same Audience Controls context
ENG-3692 Track Parent Line Number at Child Level
ENG-3804 Improve Session and Token Refresh Handling
ENG-3866 Flag to Omit Fields from AI Mapping
Bug
ENG-3027 \(App settings\) Strange Save Button Behavior
ENG-3193 Group create is not respecting configured permissions
ENG-3313 Cannot Edit or Add BDS Field
ENG-3397 Closing schema dialog without any changes shows "warning about unsaved changes" modal
ENG-3524 Spike: Metics, BDI and Site are Wonky
ENG-3582 You need to hit "Delete Segment" Twice for it to take
ENG-3598 Field-description not in csv download and upload
ENG-3604 BDI non-admin with access cannot see existing convert runs and reports
ENG-3606 BDI file detail route throws repeated Angular errors
ENG-3616 Previous Export Table is Not Being Filled
ENG-3617 Record Limit Not Working Correctly
ENG-3619 BDI file detail route throws repeated Angular errors
ENG-3626 Deduplication is Broken
ENG-3638 Suppression Logic Not Currently Applied to Counts in BDS
ENG-3649 BDS Order Filtering w/ Non-Super Admin
ENG-3654 XML Escaping in XLSX Outputs
ENG-3657 BDS Data Source Icon Goes Misisng
ENG-3661 BDI: Anchor returns different fields for rooftop vs standard.
ENG-3690 BDI: Gatherer: Processing Error: Cannot read property 'words' of undefined
ENG-3703 If the file has one row and it is comma limited with a drop header, automatically set to replace/ignore
ENG-3704 Key-pair suppression staging fails across SnowSQL sessions
ENG-3705 Remove Keyboard Shortcut for open/close left Nav
ENG-3711 Generic data-source delete route requires DataOps:Files:Delete instead of BDSelect:Sources:Delete
ENG-3712 Multitext Input is Failing on Validation
ENG-3727 Duplicate Order in BDS Does not Change User/Owner on Duplicate
ENG-3732 Unable to Delete Records Using Snowflake priv/pub key connection
ENG-3742 \(HOTFIX\) Fix migration script for criteria groups
ENG-3750 Users Not Displaying Correctly in BDS Jobs Page
ENG-3761 Items in Duplicated Segments are Mirroring Changes
ENG-3762 Supression Rule Cannot be Added
ENG-3767 Not all attributes are selected in Export when using "Select All"
ENG-3780 Regression: Export Data is Not Being Put in Previous Usage Table
ENG-3781 BDS Export Failing with Private Key
Story
ENG-3172 Give Admin the ability to resend invite email in User Accounts
ENG-3349 Implement Improved Signup Flow \+ Implement config-based update
ENG-3409 Auto Generation of Multi-Value Fields Should Query All Values, Not a Sample
ENG-3438 Improve MFA screen, by automatically placing cursor into MFA prompt after load and accept "Enter" key to submit challenge
ENG-3446 Suppression/Inclusion Functionality
ENG-3486 Snowflake P/P Frontend Updates
ENG-3487 Snowflake P/P Backend Updates
ENG-3488 Hide Oauth Implementation
ENG-3505 Datafiles: Add Number Jump to Paging
ENG-3507 Please add Bettrdata Version to the Metrics Records
ENG-3536 Small Login fixes
ENG-3537 MFA Types - Email Codes
ENG-3578 Please add an Example CSV to the Zipcode Radius and Zipcode Field Pills
ENG-3581 Add Creator to BD Select Order
ENG-3585 Wrap port 1337 calls into port 443
ENG-3633 MCP Authorization
ENG-3634 BDI: Create Multi-Select Tag Field Type
ENG-3647 Criteria Group UX and Quick Attribute Placement
ENG-3651 BDI Upload Wizard: Support Parent Files
ENG-3652 Duplicate Brands
ENG-3668 BDI AI Field Mapping Version 3
ENG-3706 Create New Output Schema Target Type Copy Raw Table, For Snowflake
ENG-3707 Data Source Page Consistency
ENG-3710 Hide Home Cards for 3 Days After Dismiss
Version 4.2.0 introduces a refreshed audience-building experience, more advanced suppression and deduplication controls, improved SSO administration, and several BD Ingest automation enhancements.
Refreshed audience builder
- Introduced a clearer shared builder header showing audience context, saved state, and the actions currently available to the user. ENG-3422
- Count, export, purchase, and related actions provide clearer explanations when unsaved changes must be saved first.
- Refreshed segment and attribute presentation to make complex audience definitions easier to scan and edit. ENG-3423
- Included and excluded attributes are more clearly distinguished.
- Added one-level OR groups for organizing related attribute criteria.
- Large multi-value selections use compact previews, selected counts, and “more” indicators rather than expanding indefinitely.
- Multi-select workflows now include search, pagination, selected-only views, and an explicit Apply Filter action.
- Added protection against accidentally discarding unapplied attribute selections.
Deduplication, priority, and uploaded audience files
- Audiences can be deduplicated both within individual segments and between multiple segments. ENG-3125
- Added clearer Segment Priority controls for determining which segments receive overlapping records first. ENG-3424
- Multiple segments can be assigned equal priority, with overlapping records distributed as evenly as possible.
- Users can upload Must Include and Suppression files directly from the BD Select workflow where the capability is enabled. ENG-3509
- Uploaded files are processed through the existing BD Ingest infrastructure without requiring the user to configure ingestion routes or storage settings.
- Users can review active files, processing states, and the selected suppression key, as well as remove files that should no longer apply.
- Multiple Must Include and Suppression files can be associated with an audience.
- When the same record appears in both file types, Suppression takes precedence.
Counts and analytical workflows
- Dynamic counts can leave either the row or column dimension blank, allowing users to view one-dimensional totals such as counts by ZIP code. ENG-3437
SSO and user provisioning
- Administrators can configure standard permissions for users entering a deployment through SSO for the first time. ENG-3090
- SAML or SSO groups can be matched to BettrData groups during first login and refreshed periodically so access remains aligned with the identity provider. ENG-3296
BD Ingest and automation
- Added support for decrypting protected Excel files during ingestion. ENG-3356
- Refined AI-assisted field mapping to reduce duplicate, inconsistent, and overly aggressive mappings. ENG-3439
- Improved full-address processing so it responds to populated data rather than requiring an otherwise unnecessary mapping. ENG-3458
- Removed fields that cannot be validly mapped from the mapping choices presented in Builder. ENG-3596
- Added support for serial, staged external processing workflows. ENG-3541
- Improved Integration Route scheduling with daily, weekly, monthly, and custom scheduling options. ENG-3570
- Integration schedules now provide clearer UTC and local-time runtime previews.
- Integration Routes can be filtered more easily by description, type, and enabled status.
- Added standard HTTPS API hostnames to improve compatibility with client networks that restrict nonstandard ports. ENG-3584
Bug
ENG-3234 Static Variable Is Lost in CSV Import
ENG-3336 All Our EC2 instance names displayed in Dev Tools
ENG-3420 Spike: Is the geo radius label lost in the Amsive branch?
ENG-3436 Values not Labels showing up in the dynamic count
ENG-3451 BDI: Split Loses Type Info For Child Split Files
ENG-3534 Gatherer Not Finishing File Load
ENG-3535 Datafile dates are now date objects instead of strings, and is breaking gatherer logic \(and presumedly others\)
ENG-3538 Reestructure Simple Base Query
ENG-3548 Block Manual Input of the Same Mapping Field Twice in Builder Manually \(or AI\)
ENG-3572 Deduplication has gone missing
ENG-3576 BDS Segment Limit are applied before suppression/deduplication
ENG-3583 Changing data owner in BDS query builder is not triggering save / not reflected in save
ENG-3603 BD Select segment priority state does not persist after reload
ENG-3618 BDS audience-file upload cannot load match fields and stays blocked
ENG-3620 BD Select builder reload after Apply Order Changes opens a blank shell
Story
ENG-2893 Customization of New User Emails
ENG-3406 New Field Attributes Need to be included in the CSV Export/Import
ENG-3090 SSO: Standard Permission Provisions by deployment
ENG-3125 Within Segment Deduplication
ENG-3296 Assign users to appropriate group in SSO
ENG-3356 Add Excel Decryption
ENG-3416 After every exportation, attach the list of selected fields in the order
ENG-3422 Shared Builder Header and Action State Refresh
ENG-3423 Shared Segment, Attribute, and Multi-select Builder Refresh
ENG-3424 Segment Priority and Equal-priority UX
ENG-3425 Amsive Client/Data-owner Gate
ENG-3437 Ability to leave rows or columns "blank" in dynamic count
ENG-3439 Spike: AI Tweaking of Data Mapping
ENG-3447 BDS Suppression Upload with Address Standardization \(V3\)
ENG-3458 Check if fullAddress is filled to run rather than just mapped.
ENG-3509 Enable BDS suppression file processing through BDI upload flow using bdsSuppression/bdIncluded Output Schemas
ENG-3527 Minor UI Corrections
ENG-3532 Additional Cleanup
ENG-3533 Add Geolocation Precision Key in the Address Standardization Object
ENG-3541 Support staged Humpty processing for address and EIP
ENG-3545 BDS Gate Should appear whenever exiting from BDS
ENG-3567 Update Client/Data owner "gate"
ENG-3570 Improve Integration Route scheduling clarity and filtering
ENG-3584 Route API traffic over standard HTTPS using api-\* hostnames
ENG-3596 Remove Non-Mappable Fields from Possibilities in Builder
Version 4.1.0 expands audience-building flexibility, improves AI-assisted data mapping, and introduces more reusable and secure configurations across BettrData.
Audience creation and analysis
- Added support for creating geographic radius criteria from latitude and longitude coordinates. ENG-3167
- Improved address-based radius criteria with a separate ZIP field and validation for address, ZIP, and radius values. ENG-3227
- Users can search BD Select fields by either technical name or displayed label. ENG-3346
- Field-level descriptions can be presented as tooltips to help users understand available attributes. ENG-3377
- Attribute searches with no matching results now display a clear explanatory message. ENG-3186
- Cross-tab reports retain their row and column headers while scrolling, with additional dynamic-count spacing improvements. ENG-3236
- Updated range-slider visualization so the selected range more accurately reflects greater-than and less-than criteria. ENG-3215
AI-assisted audience and mapping workflows
- Improved reliability of the AI segment creator during repeated use. ENG-3183
- Users can choose whether the AI creator automatically renames a segment. ENG-3185
- Updated the AI creator to operate from the selected data source rather than depend on a previously created audience. ENG-3212
- Administrators can provide additional instructions and preferred-field guidance to the AI mapping workflow. ENG-3370
- AI-assisted mapping can use masked sample data to improve its understanding of field contents without exposing the original values. ENG-3373
Reusable configurations and exports
- Simplified base-query configuration so standard suppression, deduplication, and limit behavior can be managed consistently by the application. ENG-3284
- Export-template permissions can be controlled through group authorization. ENG-3161
- Export templates can be scoped to an individual client or shared across audiences using the same data source. ENG-3467
- Suppression files are stored in managed object storage rather than local application storage, improving durability and operational stability. ENG-3281
Access, security, and Marketplace usability
- Users without sufficient permissions receive clearer instructions and administrator contact information. ENG-3295
- Strengthened server-side authorization for sensitive Marketplace data-source configurations. ENG-3267
- Added easier access to Marketplace data-dictionary information. ENG-3202
- Simplified navigation in Marketplace-only deployments by removing unrelated dashboard navigation. ENG-3203
Epic
ENG-2605 BDS Suppression v3: File Upload and Management
ENG-2909 BDS Suppression v2: Previous Export at the Segment Level
ENG-2931 Dynamic Column Choice for Count Queries
ENG-2945 User Profile Menu - v1
ENG-3081 Group Authorization Reconfiguration
Bug
ENG-2362 When editing a query, it requires two saves to actually save the new query
ENG-2576 Fix Navigation from Workflow Status to Data Ops Tab
ENG-2661 Duplicate BD Select Sources in Group Admin UI: Both under "Datasources" and its own top level
ENG-2779 Builder display does not scale properly
ENG-2895 \[spike\] Need to logout and shift refresh to get my permissions in auth \(admin user\)
ENG-2925 Manage data sources link is not working
ENG-2965 BDI File copy dropdown has duplicated rows
ENG-2993 Support User Is Being Required MFA Even When MFA is Inactive in Cognito and User Table
ENG-2996 Data Attributes open/collapse together with segments
ENG-3061 Create Max Date Not Being Passed in Integration
ENG-3071 Converting tab shows On Hold / Will Not Convert / Ignored files due to converted object on datafile records
ENG-3073 White Labeled Email to Client has "Bettrdata" in the message, rather than the Customer Name
ENG-3080 Opening Builder Separate Window Opens Both Separate Window and Another Tab
ENG-3108 BDS Exports Not Being Sent to Metrics API
ENG-3113 Export Not Deleting
ENG-3124 Load to Files.com gives a Failure response in the UI and in the logs when it needs to create some folders, but the folders and files are correctly put in Share
ENG-3138 BDS Auto Generate Fields Seems to have concatenated two fields
ENG-3153 BDS Datasource Page Performance Issues
ENG-3154 BDS DataSource Connection Page Clears All Values if Failing
ENG-3165 Data Owner List is Not Alphabetical and Has No Search
ENG-3170 Gatherer No Longer Assoicating Files to Schemas, Though a Convert is Available
ENG-3184 "Enter" causes query kebab menu to open
ENG-3187 Duplicating Queries does not populate segments
ENG-3189 BDS: Selected Schemas in Export Screen Keep Being Lost
ENG-3190 500 Error after successful Login
ENG-3192 BDS Token Calculation Bug
ENG-3194 Dynamic Count Getting Error for Count
ENG-3195 BettrData Select AI Bugs
ENG-3196 Group Permissions not correctly applying
ENG-3197 Amsive BDS Bugs - Tier 2
ENG-3198 Userpilot on Export Experience not working
ENG-3199 Amsive BDS Bugs - Tier 1
ENG-3207 Enable suppression in count modal
ENG-3210 Priority bugs & updates
ENG-3214 The exit X is in the same place as the scroll right > icon in the BDS Counts window
ENG-3229 setup-cognito-auth-migration-access.yml script in bettrdata-infra looks wrong
ENG-3231 Static Variable Does not Appear to be Interpolating in Cross Tab Query
ENG-3235 Integrations are using the integration id as a Parent, and the data files are not showing in Screen
ENG-3256 Fix Spacing and Scrolling on Dynamic Counts
ENG-3259 Files Stuck in Processing without Completing
ENG-3260 Match functionality fails for files with CASS/NCOA
ENG-3263 BDS Case Statement Field does not Resolve
ENG-3268 Data Owner delete completes in UI but does not always persist in the backend
ENG-3269 4.0.0 forbidden BD Select export routes return inconsistent status codes instead of 403
ENG-3270 4.0.0 group-scoped access control does not consistently filter BDS Sources and Output Schemas
ENG-3271 4.0.0 connections permission flow depends on missing \/api/db-connection/all\\ endpoint
ENG-3285 Users losing their SuperAdmin rights on restart of app
ENG-3287 SSO Login Issues
ENG-3289 Admin/support account losing effective admin permissions
ENG-3292 Seeing Error for mkdir in Loader, but the directories are correctly created and the file correctly transferred
ENG-3293 Mkdir error revisited
ENG-3310 Where clause has gone missing in template
ENG-3318 "Configuration Issue Undefined fields returned from processing" is Completely Unhelpful
ENG-3321 User Suddenly Running into 403 Error, Even though the have superadmin access.
ENG-3461 Add Builder validation when Output Schema duplicate handling is enabled but deduplication key is unmapped
Story
ENG-1302 Ability to duplicate segments \(Queries\)
ENG-1403 AI-Enabled Validation
ENG-1448 View report icon should not appear on Run dialog when process is still converting
ENG-2400 Extend E2E tests to test user access permissions in new auth
ENG-2417 Improve File Splitting UX
ENG-2420 Ability to Export Count As a xlsx
ENG-2572 Implement Home Page\(BD Select\) Data Quality Summary Cards
ENG-2573 Implement Home Page Metrics Summary Cards
ENG-2574 Implement Records and Files Summary Table on Home Page
ENG-2575 Implement Quick Actions Section on Home Page
ENG-2686 Data Sources Tab: Move Clients Up Top
ENG-2752 Download Anchor Reports
ENG-2846 Export Flow UI Implementation \(Front page with components\)
ENG-2847 Backend Export Flow Integration for BDI
ENG-2848 Validate Export Configuration and Ensure Data Load to Destination
ENG-2862 Add Total to Bottom of Count Page and Copy/Paste Cross Tabs
ENG-2866 Ad Hoc Sorting within Attributes
ENG-2870 Modify /datasources to add Base Query, remove Exports
ENG-2936 Improve Count and Export Count Caching
ENG-2950 Create Radiate Code/Label for Address Radius Items
ENG-2978 Add Returned Address and Status to Address Radius Component
ENG-3002 Zipcode Radius Data Type Support
ENG-3005 BDS Count Table Needs Dynamic and Adjustable Column Widths
ENG-3014 Invalidate Browser Cache on First Login After Version Change
ENG-3031 Backend — Segment Priority Processing & Persistence
ENG-3032 Segment Priority UI, Sorting, and Helpers
ENG-3033 Add "Powered by BettrData" and version to bottom left nav when bar is open
ENG-3037 New DB Connection Config Tab
ENG-3044 Remove BDS Category Tooltips
ENG-3056 "A" grade security images
ENG-3060 Add Ability To Use Column in BDS, but Not Show in UI
ENG-3067 Backend — Segment-Level Suppression Evaluation \+ Precedence
ENG-3068 Frontend — Segment-Level Suppression UI \+ Modal Copy Updates
ENG-3069 Create Dashboard for BDS/BDM Exports - V1
ENG-3075 Site Visitor 1 Day Update TOF Version
ENG-3082 Update Group Permissions Menu - Front end updates
ENG-3083 Group, Data Owner, and Other Objects - Backend
ENG-3085 Marketplace Admin Access and Auth
ENG-3091 Need to set custom footer for Emails, Now only with "Sent from BettrData.io, Data at Its Best"
ENG-3093 Ability to Copy Values into Contains or Multi-Text Filters Again
ENG-3097 HOT-MIC February
ENG-3098 Dynamic Counts Tab UI and Configuration
ENG-3099 Dynamic Count Query Execution and Cancellation
ENG-3100 Dynamic Count Results Display and Export
ENG-3102 Boulevard API Proxy Integration
ENG-3104 Improved Data Retention Rules & Soft Purge
ENG-3110 File-based Suppression Modal updates
ENG-3111 Suppression File persistence and DB Updates
ENG-3131 Run Front in Container Locally
ENG-3161 Scope Export Templates to Authorization
ENG-3167 Update Geo Radius Widget for Lat/Lon
ENG-3173 Add Email Functionality Dependency to Transform IO
ENG-3174 \[BDI\] - Snippets Decrypt Encrypted Data Option
ENG-3176 Anchor Rooftop Support \(manual install\)
ENG-3177 \[BDS\] Branding Updates
ENG-3181 Update Marketplace Nav Label
ENG-3182 Update Post-MFA Authentication Message
ENG-3183 BDS AI Services hardening
ENG-3185 Add checkbox to rename segment with Ai
ENG-3186 Failed Attribute Search should fail affirmatively
ENG-3202 Data Dictionary Link in Marketplace
ENG-3203 Remove Dashboard from marketplace.bettrdata.io
ENG-3212 Isolate AI creator dependency from audienceId, relay on data source instead
ENG-3215 Single Slider color is on the wrong side
ENG-3227 For Address/City Component, Add Zip as a Separate Field
ENG-3236 Freeze Cross Tab Header Row and Column, Fix Spacing
ENG-3266 Darkwatch API change
ENG-3267 Create Middleware to secure Marketplace Data Sources
ENG-3278 Data Ops Page Not Updating File Status
ENG-3281 Suppression V1.5: Persist Suppression Files in S3
ENG-3284 Simplify Base Query Structure
ENG-3295 User Friendly 403 Page
ENG-3307 Admin User Groups should be just names
ENG-3346 BDS - Search Fields by Name or Label
ENG-3370 User Prompt in Convert Type for Builder AI
ENG-3373 Convert Mappings: Send more data to AI via data masking
ENG-3377 BDS: Field Level Tool Tip / Description
ENG-3418 Change Anchor ZP4 to reflect Client/Mailer/Etc.
ENG-3444 BDS: Remove Dictionary & Auto Select Segment
ENG-3467 BDS Templates Should be Generic
Major Platform Release – Breaking Changes
Version 4.0.0 is a foundational release introducing significant architectural improvements across authentication, authorization, exports, and the user experience. This release includes breaking changes and fully retires the legacy UI.
Breaking Changes
Authentication and Authorization
- Complete modernization of the authentication and authorization model
- Updated role and permission enforcement across all workflows
- Changes to how users, admins, and system roles are validated
- Infrastructure changes that impact existing integrations and access patterns
Legacy UI Retirement
- The legacy UI is no longer supported
- All users are fully transitioned to the new UI with no option to revert
Major Feature Areas
Authentication and Authorization
Epic Goal: Limit and control access to designated areas of the platform based on role and permissions.
This epic represents the most foundational work in 4.0.0 and underpins nearly every other change.
Key improvements:
- Centralized and consistent permission enforcement across all workflows
- Clear separation between user, admin, and superadmin capabilities
- Stronger token validation and session management
- A scalable foundation for future enterprise-grade access controls
BDS Suppression v1: Previous Export at the Query Level
Epic Goal: Enable suppression of records based on prior exports at the query level.
This epic significantly improves how audiences and exports are managed over time.
Key improvements:
- Ability to suppress records based on previous export history
- More predictable and reliable suppression behavior across exports
- Improved handling of historical export state and downstream consistency
These changes reduce duplication and improve trust in exported data.
Upload File
Epic Goal: Introduce and stabilize file upload capabilities within the platform.
Key improvements:
- More reliable ingestion of uploaded files
- Improved validation and error handling during upload workflows
- Better consistency between uploaded data and downstream processing
This lays the groundwork for expanded upload-based workflows in future releases.
White Label Updates and Cleanup
Epic Goal: Address gaps, inconsistencies, and polish in existing white-label functionality.
Key improvements:
- Cleanup of visual and configuration inconsistencies
- Improved reliability of white-label settings across environments
- Reduced edge cases affecting branded customer experiences
BDS and BDI Enhancements
Significant improvements were made to the reliability and correctness of data processing and exports.
Key themes:
- More consistent and predictable backend split behavior
- Improved handling of suppression logic and prior export states
- Better schema consistency and token replacement
- Fixes for deduplication and audience edge cases
Exports and Integrations
Exports are now more resilient, observable, and easier to integrate with external systems.
Highlights include:
- Improved stability for long-running and large exports
- Better error handling and clearer failure states
- Enhanced tracking and capture of export events
- Infrastructure improvements supporting future integrations
UI and Workflow Improvements
With the legacy UI fully retired, the new experience continues to mature.
Key improvements:
- Cleaner dialogs and selection flows
- Reduced friction in high-traffic workflows
- Better handling of permission and prerequisite states
- Increased consistency across core product experiences
Reliability, Performance, and Quality of Life
A substantial portion of 4.0.0 focuses on platform hardening and usability.
Themes include:
- Improved loader and conversion stability
- Fewer silent failures and clearer error messaging
- More consistent permission handling in edge cases
- General performance, resilience, and maintainability improvements