Celonis Product Documentation

You can now configure the Task Mining Desktop Application to redact personally identifiable information (PII) before data is sent to Celonis Platform. Previously, you needed to either skip the whole data point, or create a custom SQL transformation to redact the data in Celonis Platform after it had been sent. Now, you can use the desktop Configuration Editor to set up regular expressions to identify and mask sensitive content such as credit card numbers or email addresses. You can choose which data columns each regular expression is applied to, and what the data is replaced with before it’s sent. See Data redaction for all the details.

These connector versions also include a number of logging improvements and bug fixes - we recommend you upgrade to the latest version.

When you’re searching columns in the OLAP table or during attribute selection, and using the % (percent) and _ (underscore) characters as wildcards, you no longer need to use a backslash to escape them. If you search for text that contains the % or _ characters, you now need to prefix them with a backslash to use them literally.

When you’re editing an Analysis, all your edits are automatically saved. We’ve added an autosave indicator so it’s easier for you to see when the save is happening (a loading icon), if it failed (an error icon), and if it succeeded (a success icon). You can hover over the success icon to see the time of the last successful autosave. You can also now choose to save the Analysis manually, which adds a new version to the version history (see Autosave indicator), but you don’t have to do this - we’ll still save automatically.

In this release of Content-CLI we’re changing some of the configurations for the YAML and JSON parsers used to export packages and assets. For each of your assets and packages, the next time you use Content-CLI to export it and push it to Github or another version control system, the file comparison (diff) will show the changes resulting from the migration.

Network Explorer is a powerful visualization method to examine how objects are related across your business. Choose different dimensions to explore your object to object relationships by country, plant, material, distribution, or any other arbitrary dimension, and choose the KPI to display for each object. Network Explorer provides the visualization for the End-To-End Lead Times App for object-centric process mining, and supports advanced use cases such as material margins or carbon footprint calculations.

This new version of Network Explorer has been redesigned to offer dimension selection and drill-down capabilities for nodes. Network Explorer was formerly known as Network Explorer (Signal Link) or Signal Link Explorer. For the documentation, see Network Explorer.

See SAP Ariba Connection for the Ariba Extractor documentation.

Our new app for Accounts Receivable helps you identify and prioritize accounts that consistently take more cash discounts than applicable, so you can take action to prevent future revenue leakage. The Unearned Cash Discount App:

The Unearned Cash Discount App is in Limited Availability status. If you want to try it out, ask your Celonis Celonis Platform contact, or request the app in the Marketplace.

We’re making it very simple to get started in Studio. Our new package creation flow, currently in Limited Availability, provides package templates for the most common combinations of assets. When you start creating an app, you'll be offered preset templates to generate a preconfigured Studio package with typical assets for a use case, ready to for you to edit. If you’re interested in trying this out, get in touch with Celonis support.

Process Explorer now works with your object-centric perspectives. When you choose a perspective from your object-centric data model, Process Explorer automatically switches to multi-object mode, and shows the flows of the events that happen to each object type in a subway-style map.

You can choose the object types that you want to include in the graph by selecting their projections. When an event type happens to more than one object type, Process Explorer merges these into a single node with a distinct count of the events. You can click on an activity node to see which object types are involved and filter on them.

For the Process Explorer documentation, see Process Explorer.

For the app documentation, see Credit Management App.

This version of the JDBC Extractor adds support for Oracle CLOB (Character Large Object) and NCLOB (National Character Large Object) data types. Your Java version must be at least Java 17 for this version of the JDBC Extractor. If you haven’t upgraded yet, follow the steps in How do I update an on-premise extractor?

We’ve also updated the Azure EventHub libraries used by our Streaming Connectors feature.

The Time Filter component of Studio Views lets you navigate through time-based data and explore trends, patterns, and insights across different time periods. We’re replacing the existing component with a new component that has several advanced capabilities. You can select items quickly, choose ranges in days or months, and write your selection into a variable. All users will be migrated from the old component to the new component. For the documentation, see Time filter.

We’ve added two new permissions layers for Data Pools for more granular control of user permissions. You can apply these permissions for an individual Data Pool using the Permissions option in the context menu (three vertical dots). You can also apply them for all Data Pools in a team by setting them for the Data Integration service in Admin & Settings.

For the permissions documentation, see Data Integration Permissions.

For the filtering documentation, see Using temporary filters in Views.

Advisory: If you connect to Celonis Platform using a proxy, don't install this version of the Task Mining Desktop Application - you might not be able to connect. We'll fix this issue soon and get a hotfix out.

See Task Mining for the client documentation.

The Accounts Receivable Cash App tracks your company-wide cashflow and key KPIs in real time, now with an executive overview to monitor the time taken to apply payments. You can streamline and automate cash application on open invoices, using the app's suggestions for matching invoices when it detects unapplied cash. The app integrates with your bank and your ERP system to let you process incoming remittances and payments manually or automatically.

The Accounts Receivable Cash App is in Limited Availability status. If you want to try it out, ask your Celonis Celonis Platform contact, or request the app in the Marketplace.

A Shipped Not Invoiced app version that supports object-centric process mining is available now from the Celonis Marketplace. The object-centric version of the app uses the Order Management perspective that’s supplied with our object-centric data model.

Before you set up the object-centric version of the app, you’ll need to load the object-centric data model with your data and validate the Order Management perspective. The app uses the objects and events that you’ve already built from your source system data and stored in the OCPM Data Pool. To get started, see Quickstart: Extract and transform your data into objects and events.

To use this version of the app, you'll need a Celonis Platform subscription that includes object-centric process mining. If you can't see the Data > Objects and Events option in your Celonis environment, your team doesn't have this feature yet. Talk to your Celonis Account Executive to find out more.

Sign up as an early adopter to get access to the new Collection Lite App - it's a quick way to check out the functionality of our premium Accounts Receivable Collection App before you set up the full version. The lightweight app shows collectors a prioritized list of accounts, and lets them access complete customer details including receivables, primary contacts, invoices, and the last activity performed. Users can add notes at customer and invoice level and capture promises to pay. There's also a Steering view with analytics for key collection KPIs.

For the app documentation, see AR Collections App Installation.