Version 1.0.0.0 - Initial Release

Release Date: December 2025
Business Central Compatibility: 26.0+
Runtime Version: 15.0

🎉 Initial Release Features

This is the initial release of BRC Risk Management for Microsoft Business Central, providing comprehensive third-party risk assessment and continuous monitoring capabilities.

Core Features

Business Entity Management

• Complete business entity master data with TIC Company ID integration
• Risk data storage: Credit scores (0-100), debt balance, payment marks
• Configurable update schedules: Manual, Weekly, Monthly, Annually
• Automatic next fetch date calculation based on schedule
• Customer and Vendor table extensions with linking fields

Risk Assessment & Monitoring

• Four default risk levels: Critical, High, Medium, Low
• Customizable risk level styling and actions (Block, Warn, Style Only, Nothing)
• Visual risk indicators on Customer/Vendor cards and lists
• Business Central standard styling options (Favorable, Attention, Unfavorable, etc.)
• Risk level threshold configuration with automatic assignment

API Integration

• TIC API integration for risk data fetching and company search
• Secure API key storage in Business Central encrypted storage
• Comprehensive API call logging with audit trail
• Rate limiting and usage monitoring
• Automatic retry logic for failed API calls
• Support for alternative compatible risk data providers

Watchlist Functionality

• Flexible criteria-based watchlists for proactive monitoring
• Multiple notification types: Email, Webhook, Internal notifications
• Automatic watchlist evaluation and match detection
• TIC watchlist registration for real-time notifications
• Custom notification recipients per watchlist

User Interface

• Dedicated Risk Manager Role Center with overview dashboards
• Risk Assessment Cues showing entity distribution by risk level
• Customer/Vendor FactBoxes displaying risk information
• Seamless integration with standard Business Central workflows
• Assisted Setup Wizard for initial configuration

Background Processing

• Job Queue integration for scheduled risk data updates
• Bulk update operations for efficient processing
• Configurable retry policies for failed operations
• Performance optimization for large entity portfolios

Security & Compliance

• Three-tier permission model: VIEW, EDIT, ADMIN
• Role-based access control aligned with business functions
• Comprehensive audit trail for all operations
• GDPR-compliant data handling and storage
• Encrypted credential storage and secure API communication

Technical Specifications

Object Range: 70000-70099

• Tables: Business Entity, Risk Setup, Risk Levels, Watchlists, API Logs
• Pages: Role Center, Setup, Entity Management, Watchlist Management
• Codeunits: API Client, Watchlist Manager, Job Queue Helper
• Extensions: Customer/Vendor table and page extensions

Namespace Organization:

• BrightCom.Risk.Entity - Business entity management
• BrightCom.Risk.Setup - Configuration and setup
• BrightCom.Risk.API - External API integration
• BrightCom.Risk.Logging - Audit trail and logging
• BrightCom.Risk.Watchlist - Proactive monitoring
• BrightCom.Risk.Webhook - Webhook integration

Integration Events: 22+ published events for extensibility

• Risk data fetch lifecycle events
• Risk level change notifications
• Watchlist match triggers
• API call completion events
• Entity linking workflow events

🔧 Installation & Setup

Prerequisites:

• Business Central SaaS version 26.0 or later
• Valid TIC account or compatible risk data provider
• Outbound HTTPS network access for API calls
• Appropriate user permissions for installation

Installation Process:

1. Install from Microsoft AppSource
2. Run Assisted Setup Wizard
3. Configure API provider credentials
4. Set up risk levels and thresholds
5. Assign user permissions
6. Create initial watchlists

📋 Supported Scenarios

Risk Assessment:

• Manual risk data fetching for individual entities
• Scheduled automatic updates via Job Queue
• Bulk operations for portfolio-wide updates
• Real-time risk level change notifications

Customer Management:

• Credit assessment before sales quotes
• Payment risk evaluation for credit decisions
• Automated monitoring of key customer accounts
• Integration with sales and credit workflows

Vendor Management:

• Supplier financial stability assessment
• Procurement risk evaluation
• Payment terms adjustment based on risk
• Supply chain continuity monitoring

Portfolio Monitoring:

• Comprehensive risk portfolio dashboards
• Trend analysis and reporting
• Proactive alerts for risk threshold breaches
• Executive reporting and analytics

🧪 Testing & Quality Assurance

Test Coverage: Comprehensive test suite included

• Unit tests for all critical business logic
• Integration tests for API connectivity
• UI tests for page functionality
• Performance tests for bulk operations

Quality Standards:

• AL language best practices implementation
• Business Central extension guidelines compliance
• Security review and penetration testing
• Performance optimization and scalability testing

📚 Documentation

Complete Documentation Package:

• Installation and setup guides
• User guides for all roles and permission levels
• API integration documentation
• Troubleshooting and FAQ resources
• Technical reference materials

Training Resources:

• Role-based user guides
• Administrative setup documentation
• Best practices and optimization guides
• Integration event catalog for developers

🔄 Future Roadmap

Planned Enhancements:

• Additional risk data provider integrations
• Enhanced reporting and analytics capabilities
• Mobile access optimization
• Advanced AI-driven risk scoring
• Integration with Power BI for advanced analytics

📞 Support

Support Channels:

• Microsoft AppSource support
• BrightCom Solutions technical support
• Comprehensive online documentation
• Community forums and knowledge base

Documentation Links:

• Online Help: https://docs.brightcom.se/sv/Products/BRCRisk
• Privacy Policy: https://docs.brightcom.se/sv/PrivacyPolicy/BRCRisk
• EULA: https://brightcom.se/EULA/

Upgrade Guidelines

From Pre-Release to 1.0.0.0

This is the initial production release. No upgrade path required.

Future Version Upgrades

Future version upgrade instructions will be provided in subsequent releases.

Recommended Upgrade Process:

1. Review release notes for breaking changes
2. Test upgrade in non-production environment
3. Schedule maintenance window for production upgrade
4. Backup environment before upgrade
5. Follow specific upgrade instructions per version

Data Migration

Initial Installation: No data migration required Future Versions: Migration guides will be provided for significant schema changes

Known Issues & Limitations

Version 1.0.0.0 Known Issues

Minor Issues:

• None reported at initial release

Current Limitations

Platform Limitations:

• Business Central SaaS only (On-Premise support planned for future versions)
• Single risk data provider per environment
• API rate limits determined by provider subscription

Functional Limitations:

• Maximum 20 active watchlists per environment
• Bulk operations limited to 100 entities per batch
• API call history retained for 12 months maximum

Workarounds

For Large Portfolios:

• Use multiple smaller bulk operations instead of single large batches
• Implement staggered update schedules to optimize API usage
• Archive older entities that no longer require monitoring

For Advanced Analytics:

• Export risk data to Power BI for advanced reporting
• Use integration events for custom analytics implementations
• Leverage Application Insights for performance monitoring

For technical support or upgrade assistance, contact BrightCom Solutions or your Business Central partner.