25.4.0 Release Notes

December 2025

CDM Client: (Core | Filing | XBRL) 25.4.0

CDM Server: 25.4.0

This is a CDM general incremental release that aims to enhance the existing product features and address a series of defects found on previous versions.

New Features

Narrative

Oracle EPM & Data Connectivity

• Oracle FCCS Integration via HSGetValue Formulas

  CDM now recognizes and processes Oracle EPM FCCS Smart View formulas in addition to existing HFM formula support.

  The system detects formulas containing the URLFN| pattern and identifies them as FCCS-specific. Users configure FCCS connections through the Report Connection interface by entering server URL, application name, cube, and credentials. When a report contains @HsGetValue formulas, CDM securely connects to the configured FCCS environment via REST APIs, retrieves the appropriate data slice based on formula parameters, and automatically updates Excel cells with real-time values. Both FCCS and HFM formulas can coexist in the same report.

• Configurable Timeout for EPM Formula Execution

  Administrators can now set maximum execution times for Oracle EPM formula calculations to prevent UI freezing.

  CDM added the new EPMFormulaExecutionTimeoutInSeconds config key for specifying how long formulas can run before automatically stopping. This timeout applies to all formula-driven operations including opening, checking in, refreshing, and generating reports. If a formula exceeds the configured time limit, it stops automatically to keep the CDM interface responsive. Users can also specify the MaxDegreeOfParallelism setting alongside this to control how many formulas execute simultaneously.

Planning Analytics as-a-Service (PAaaS) Support for TM1

CDM now connects to IBM's cloud-based Planning Analytics as-a-Service in addition to on-premises TM1 instances.

When configuring a TM1 connection, enter your Planning Analytics endpoint in the format https://<region>.planninganalytics.saas.ibm.com/, select Basic Authentication and use "apikey" as the User ID (this value is constant and non-editable), and paste your API key from Planning Analytics Workspace into the Password field. The new Tenant ID field (required only for PAaaS) specifies your tenant segment for service APIs. This field is automatically hidden for on-premises TM1 connections. After successful authentication, server and cube selection lists populate as usual.

Configurable Timeout for TM1 Data Sources

A configurable timeout setting for TM1 database queries replaces the previous fixed timeout behavior.

CDM added the TM1DatasourceTimeout key under the TM1Configuration section with a TimeSpan value (default: 300 seconds). This setting controls how long CDM waits for TM1 server responses during HTTP REST calls for data retrieval. The timeout applies to the ReadWriteTimeout property, monitoring activity while reading from or writing to TM1. As long as the server continues sending data, the connection remains active, supporting long-running queries while preventing indefinite hangs.

Shared Folder Access for Custom Fonts

PDF generation can now use font files from network-shared folders instead of requiring fonts to be installed on the server.

In CDM.config, you can now add a <FontSource> key under <FontSetting> and specify the path to your fonts folder. If this path points to a network share, add credentials in Credentials.config under the <SharedFolderAccessCredentials> key (the user account must have at least read access to the fonts folder). CDM will then access and use these fonts during PDF generation without requiring local installation.

Regulatory Compliance & Taxonomy Support

HMRC Jurisdiction Support for UK FRC 2025 Taxonomy

UK FRC 2025 taxonomy (FRS 101, FRS 102, and EU-IFRS) is now supported in CDM.

SBS (Security-Based Swap) Taxonomy Support

CDM now supports the SBS Taxonomy 2025 for security-based swap reporting. You can add the SBS Taxonomy 2025 Schemas to your USGAAP taxonomies and create USGAAP XBRL projects for security-based swap regulatory filings

Selectable EBA DPM Version for Report Roll Forward

You can now choose which EBA DPM version (1.0 or 2.0) to target when rolling forward EBA filing reports.

In the Rollforward wizard for EBA filing reports, a drop-down menu allows selection of the target DPM version. Reports currently on DPM 1.0 can be rolled forward to either 1.0 or 2.0. Reports already on DPM 2.0 only show the 2.0 option (backward rollforward to 1.0 is not permitted). The drop-down only appears for EBA jurisdiction reports; non-EBA reports do not display this option.

XBRL CSV Support for Banco de Portugal (IMOREP- RealEstate, ConcRisk)

XBRL CSV output format is now available for Banco de Portugal regulatory filings.

When generating output for IMOREP (Real Estate) and ConcRisk filing package reports under the Banco de Portugal regulatory authority, you can now select XBRL CSV as the output format in addition to existing formats.

Document Generation & Performance

Empty Content Control Validation

Empty content controls now generate validation warnings instead of stopping inline XBRL generation with errors.

During inline XBRL generation, if the system encounters an empty content control, it adds a warning to the Validation pane with the message: "Content control {ContentControlIdentifier} in report object {ReportObjectName} is empty." Generation continues successfully with this warning, allowing users to identify and fix empty controls without blocking the entire process. This replaces the previous behavior where empty controls caused generation failures.

Enhanced XBRL Generation Performance with Parallel Processing

XBRL generation now uses parallel processing for datapoint reading and validation operations.

Instead of reading and validating datapoints sequentially, CDM now processes multiple datapoints simultaneously across available CPU cores. The performance improvement scales with the number of logical processors on the generation server - more cores result in faster generation times. This optimization is automatically applied; no configuration changes are required.

XBRL CSV Optimization: Empty Columns Excluded

Columns containing no data are automatically removed from XBRL CSV output.

During XBRL CSV generation, CDM now evaluates each column and excludes any that contains no values.

Reusable Cache for Faster XBRL Generation

XBRL generation can reuse existing Arelle cache files instead of rebuilding them for each generation.

In Web.config under the Arelle key, you can now set the CacheSync attribute to false to use existing cache files from the tempFolderLocation path (default: C:\Windows\Temp\Arelle). CDM will read from this cache without rebuilding it, significantly speeding up generation. When you add new files to the Cache Manager or need to update the cache folder, temporarily set CacheSync to true for at least one generation to rebuild the cache, then switch back to false for subsequent faster generations.

Improved Hyperlink Handling with Section Breaks

Documents with section breaks between hyperlinks now generate correctly without errors.

CDM now properly processes hyperlinks that are separated by page breaks or section breaks. When previewing or generating Word documents, the print area renders correctly regardless of where section breaks appear relative to hyperlinks. This fixes previous issues where section breaks could cause generation errors or incorrect output when positioned between linked elements.

Dotted Borders

CDM introduced a new configuration key to resolve visual alignment issues with dotted borders in Table of Contents (TOC) leader lines (default is true for backward compatibility). Setting the key to false ensures proper rendering of dotted borders.

Clearer Error Messages for Data Query Failures

PDF and Word generation now display separate error messages for each failed data query.

When multiple data queries fail during PDF or Word generation, CDM now creates individual error messages in the validation pane for each failure. For example, if three different queries fail, you'll see three distinct error messages identifying each specific query problem. This replaces the previous behavior where multiple failures might be aggregated or unclear, making troubleshooting faster and more precise

Platform & Security Updates

Upgraded to Duende IdentityServer 7.2.0

CDM's authentication platform has been upgraded from the legacy IdentityServer4 to the actively supported Duende IdentityServer 7.2.0. This upgrade happens at the platform level and requires no changes to user workflows. Duende IdentityServer is the official successor to IdentityServer4 and provides continued security updates, compatibility with modern .NET versions, enhanced extensibility for custom authentication scenarios, and proper production licensing. Users will experience the same authentication flows with improved security and long-term support.

XBRL Technical Enhancements

EBA DPM 2.0 Boolean Validation Handling

EBA DPM 2.0 validation rules with Boolean scalar values ("true" or "false") are now evaluated correctly.

The validation engine now properly interprets Boolean scalars in EBA DPM 2.0 validation expressions. When a rule contains "true" or "false" values, CDM correctly evaluates them as Boolean types during rule processing. This fixes previous issues where Boolean scalars might have been misinterpreted, causing validation rules to produce incorrect results or fail execution.

EBA DPM 2.0 XBRL CSV

During XBRL CSV generation, the decimal attribute for Integer data types is now generated as 0 instead of INF.

Adjusted PixelsThreshold for Better Rendering

The PixelsThreshold rendering parameter has been changed from "1" to "2". This adjustment improves character spacing in generated documents by giving the rendering engine slightly more tolerance when calculating letter positioning. The increased threshold from 1 to 2 pixels results in more accurate spacing between characters, improving document readability and visual quality. The change applies automatically to all document generations without requiring configuration updates.

Bug Fixes

Security Fixes

CDM resolved a few security issues in this release, including CER-59804 , CER-59805, CER-59807, CER-59808, and CER-59810. Details are available upon request.

Known Issues

• DQC validation behavior with different generation options. For IFRS for SEC extension taxonomies, DQC runs when the DQC option is selected from UI. When all three options are selected, the DQC rules for an IFRS taxonomy are not displayed in UI.
• [OBDF] ExecuteQuery and RefreshQuery tasks are failing if multiple data queries of same data source are used in one report object.
• [Filing Wizard] "Period End Date" and "Submission Format" fields are not updated after changes to report and XBRL project.
• [Filing Wizard] Co-registrants are not present in the "Include multi-registrant" list of the Filing Wizard.
• [Filing Wizard] User can proceed with form type selection and Filing Wizard steps having Form Type: Other set in XBRL project.
• Specific tabular border rows might have spaces added in the border.
• Specific border line might not have the same width from one end of the border to the other.
• Specific bottom border line might not be present after report generation.

Installation

You can deploy this version in the following ways.

Server

• As a stand-alone fresh installation.
• As a stand-alone installation by selecting Use existing databases or Empty databases, if you already have CDM database(s) from previous versions and a known encryption key. If you do not remember your encryption key, you can obtain it using the Get Encryption Key utility provided with this release being run on the previous version of CDM prior to uninstalling it, or from Certent CDM Support. You can also use a previously exported key by directly selecting it in the installer instead of typing it down.
• As an upgrade from 20.3.1 or later.
• If you are using XBRL or Inline XBRL, you should deploy/update Arelle on the same box with the CDM Server that is provided alongside the CDM installers. The XBRL Dependencies package has been discontinued.
• This version is compatible with Arelle release 2.37.37. Before installing this Arelle version, you should uninstall and clean up temporary files created by your previous Arelle installation, by following the instructions on KB - Arelle Upgrade 2022.10.28.

Client

• As a stand-alone fresh installation.
• As an update over previous versions of the Certent CDM Client.
• Supports multiple client instances on the same box.

ClickOnce

• As a stand-alone fresh installation.
• As an update over previous versions of the Certent CDM publishing server.
• Due to the change from 32-bit to 64-bit of the Certent CDM Client, previously installed client via ClickOnce will not be automatically upgraded upon start up. You should remove and redeploy the client when upgrading from a version earlier than 20.3.1.
  1. Remove Certent CDM from Programs and Features.
  2. Access the publishing server URL.
  3. Click the Install button.