Major Highlights
This release introduces the Dreamplan financial plan model, a calculation statement helper for pulling single figures out of a calculation, four new entities, and product catalogue triggers for pension policies and mortgages.Financial Plan Model
Financial Plan Model
A built-in data model holding the plan a customer is working on — their adjustments, the recommendation they were given, and the products it points at. Because it is stored centrally instead of inside one chatflow’s responses, the same plan can be read and updated across several chatflows and live pages.
- One plan, many flows — start in one chatflow, continue in another with nothing re-entered
- Persisted per customer — survives a closed browser or a later visit
- Referenceable — its fields work in entity labels, live page blocks, and conditional logic
- Product-aware — product fields are populated from the new catalogue triggers, not by hand
Calculation Statement Helper
Calculation
A function resource that extracts a specific financial metric or time series from a calculation result by account type and configuration — so a flow can reference “the pension payout at retirement” directly instead of navigating the whole response.Two new pension fields are also exposed on the calculation result and trigger output:
monthlyTaxSavings and bSkatPerRate, for baseline and recommendation, primary person and spouse.Resource Formatting
Variables & Resources
Any value referenced in a flow — text, number, date, or boolean — can now be formatted where it is used: thousand separators, currency, decimal places, date formats, and custom wording for true/false. The format is configured on the resource itself, and the flow assistant understands it too.
New Entities
Four new entities
- Slider — bounded range selection with a draggable handle and optional manual entry (Collecting information)
- Accordion table — expandable rows for presenting detail without overwhelming the page (Communication & display)
- Comparison table — side-by-side comparison of products, coverages, or rates (Communication & display)
- Call to action — rich-text label with up to three buttons, replacing the old link entity (Choices & decisions)
Improvements
Entities
- Choice confirmation step — a choice can ask the customer to confirm before the answer is submitted
- Inline and regular choice variants — show options without a chat bubble behind them, or keep the standard bubble
- Checkboxes for multi-select — multi-select choices now use checkboxes instead of radio buttons, so it reads as multi-select
- Entity style variants — switch any question or message bubble between the default and an inverted style
- Selection drawer title — the searchable selection drawer can have its own title instead of reusing the question label
- Selection drawer response — additional attributes of the selected item are exposed in the response, not just the label
Triggers & Automation
- List Policy Products — exposes the pension policy catalogue as trigger output, either the whole catalogue or a single product by id
- List Mortgage Products — the same for mortgage loan products
Flow Builder
- Multi-language resource labels — i18n labels can be selected in the live page resource selector and the rich text editor
- Autofill profiles — profiles now work without variables having to be configured first
Bug Fixes
- Datepicker — an older flow with an invalid stored date no longer crashes outright; the customer is offered the chance to correct it, and invalid or out-of-range dates are rejected up front
- PDF to flow — flow generation from a PDF works again after a serialisation failure
- Household editing — cancelling an edit on a household home no longer saves the discarded input
- Sessions — fixed a failure when several sessions were present at once
- Links — links now render with a proper colour on both tenants
- Email templates — fixed a deployment size overflow caused by static file imports
Questions about this release? Contact our support team at support@wizflow.io.