Glossary
Plain-language meanings of the technical terms used in the roadmap, and the items that use them.
- Access token
A digital key or pass that proves a user or system has signed in, or is allowed to call another system.
- ADA accessibility
Meeting the accessibility expectations of the Americans with Disabilities Act (ADA), so people who use screen readers and other assistive tools can read and use content.
Used in 1 item
- Agentic AI
AI that can carry out a sequence of steps toward a goal, such as checking, deciding and acting, within limits people set, rather than only answering one question.
Used in 14 items
- Let staff and AI work on the same form together
- Let coordinated AI agents gather and prepare report data
- Let AI agents work together to run and repair integrations
- Let AI agents coordinate batch and file jobs
- Connect workflows to AI agents
- Let AI agents help coordinate your workflows
- Design communications with an AI agent
- Try AI models and agents safely before they reach production
- Design AI agents from reusable, versioned building blocks
- Give AI agents more routine work to complete, within limits you set
- Build AI agents that draw on your own documents and show their sources
- Design AI-driven workflows visually
- Create reusable AI skills for agents to use
- Set policies and guardrails for AI agents, with a record of every run
- AI assistant
A feature that suggests or drafts something, such as a form, report, rule or letter, for a person to review and accept.
Used in 19 items
- Build and change forms faster with an AI Form Assistant
- Complete forms through a guided conversation with AI
- Describe the report you need and let AI draft it
- Combine staff judgment with AI help to keep reports relevant
- Get help setting up integrations from an AI assistant
- Design batch jobs with help from an AI assistant
- Get AI help to build and understand workflows
- Ask in plain language why a workflow went wrong
- Design workflows with AI help in the process designer
- Draft new letter templates with AI help
- Get AI suggestions on the tone and clarity of letters
- Test communications with AI assistance
- Get built-in AI help when writing and reviewing rules
- Draft business rules from a plain-language description
- Write rules faster with AI-powered autocomplete
- Ask in plain language why a rule gave a result
- Get AI suggestions to tidy up and review rule code
- Generate test scenarios for rules with AI
- Get AI suggestions for improving your AI instructions
- AI gateway
One governed entry point that every AI feature calls, so access to AI models is controlled, checked and recorded in one place.
Used in 1 item
- AI skill
A defined ability, such as looking up a record or summarizing a document, that AI agents can reuse across workflows.
- AI use case
A specific business task where AI helps, built so it works alongside your forms, rules and workflows.
- API
A defined way for two software systems to exchange data or request actions from each other.
Used in 18 items
- Connect other systems to Xelence through ready-made APIs
- Build integrations on a cleaner, more consistent connector design
- Keep screens responsive under heavy load
- Show current data from other systems directly on your forms
- Keep screens responsive with modern web requests
- Report on data from other systems and summarize it in pivot tables
- Connect to any API and manage access tokens in one place
- Keep an API connection's setup in a single configuration file
- Set limits on how often APIs can be called
- Trace and monitor API calls end to end
- Strengthen security for access tokens
- Generate API data mappings automatically
- Get just the data you need with GraphQL-based connectors
- Follow every API call and batch job from start to finish
- Trace APIs, workflows and triggers on dedicated dashboards
- Get more detail when tracing API calls
- Route AI requests through one secure, governed gateway
- Test APIs automatically and get validation reports
- Application performance monitoring (APM)
Tools that measure how an application is performing, such as speed, errors and load, so problems are found before users notice.
Used in 6 items
- Trace and monitor API calls end to end
- Watch application health live on monitoring dashboards
- Spot unusual application behavior with machine-learning help
- Trace APIs, workflows and triggers on dedicated dashboards
- Turn monitoring data into reports and trends
- See platform health with better monitoring, logging and tracing
- Asynchronous processing
Running long tasks in the background, so people and other work don't have to wait for them to finish.
- Available (status)
The capability is in customer production today, as part of what Xelence already offers.
- Azure Key Vault
A Microsoft Azure service for storing secrets, such as keys and connection strings, in one protected place.
- Batch job
A scheduled task that processes many records at once, such as nightly payments or file imports, without anyone clicking through each one.
Used in 10 items
- Keep Xelence responsive and running with SQL Server Always On
- Run batch jobs and workflows on a faster, modernized engine
- Generate large reports in the background as a batch
- Run scheduled batch jobs reliably, with failure handling
- See clearer error handling and reporting for file and batch runs
- Run reports on a schedule with the parameters you choose
- Design batch jobs with help from an AI assistant
- Let AI agents coordinate batch and file jobs
- Start workflows automatically on a schedule
- Follow every API call and batch job from start to finish
- Bookmark (correspondence)
A placeholder in a letter template that Xelence fills with case or customer data, such as a name or amount, when the letter is generated.
- BPMN 2.0
The industry-standard notation for drawing business processes as diagrams that software can also run.
- Business process management (BPM)
Designing, automating and tracking the steps of a business process, such as who approves what, and in what order.
Used in 26 items
- Connect other systems to Xelence through ready-made APIs
- Run batch jobs and workflows on a faster, modernized engine
- Start workflows automatically when conditions are met
- Design and deploy business processes visually with BPMN 2.0
- Start workflows automatically on a schedule
- Automate workflow steps and escalate work that runs late
- Monitor running workflows and manage them from start to finish
- Start, resume or cancel a workflow when circumstances change
- Move work forward with workflow action buttons on forms
- Send letters, reports or emails automatically as a workflow step
- Report on how workflows are performing
- Bring workflow data into your reporting with less effort
- See where workflows slow down with a heat map
- Test and debug workflows with saved sets of test data
- Remove workflows that are no longer used
- Catch workflow configuration errors before they go live
- Let business rules move workflows forward
- Get AI help to build and understand workflows
- Ask in plain language why a workflow went wrong
- Connect workflows to AI agents
- Design workflows with AI help in the process designer
- Let AI agents help coordinate your workflows
- Trace APIs, workflows and triggers on dedicated dashboards
- Turn AI ideas into working features for your programs
- Design AI-driven workflows visually
- Catch configuration errors earlier with built-in validation
- Cache
A stored copy of data or settings that Xelence keeps ready, so it doesn't have to fetch them each time.
- Capability area
One of the 13 groups the roadmap uses to organize what Xelence does, such as Forms & Data Capture or Business Rules Management. Each area has its own page that shows it across the four horizons.
- CI/CD pipeline
Automated steps that build, test and deploy each change, so releases are faster and more consistent.
Used in 1 item
- Connector
A ready-made link between Xelence and another system or service, such as Salesforce, DocuSign or an identity provider, so data flows without custom code.
Used in 16 items
- Build connectors to other systems with fewer coding constraints
- Build integrations on a cleaner, more consistent connector design
- Connect to common outside services with ready-made connectors
- Connect to any API and manage access tokens in one place
- Use a growing set of newly added connectors
- Use barcodes and Microsoft Entra ID sign-in through connectors
- Validate addresses through USPS with secure sign-in
- Let users sign in with Okta
- Translate text and convert speech through connectors
- Keep connectors current with an upgraded connector library
- Get help setting up integrations from an AI assistant
- Get just the data you need with GraphQL-based connectors
- Sign in with your existing Microsoft Entra ID (Azure AD) accounts
- Let users register themselves through Okta
- Connect your Xelence solution to approved AI models
- Route AI requests through one secure, governed gateway
- Constituent
A member of the public that your organization serves, such as an applicant or a person receiving benefits.
- CQRS
Short for Command Query Responsibility Segregation: updates and reads are handled separately, so heavy reading and reporting don't slow down updates.
- Delivered (status)
The capability was delivered in a recent Xelence release. Your solution gets it when it moves to that release.
- Design system
One shared library of styles and building blocks, such as colors, fonts, layouts and formats, that every screen or report follows.
- Environment
A separate copy of your solution used for one stage of work, such as development, testing or production. Production is the live system that staff and constituents use.
Used in 7 items
- Keep an API connection's setup in a single configuration file
- Connect your Xelence solution to approved AI models
- Route AI requests through one secure, governed gateway
- See how much your AI features are used and what they cost
- Try AI models and agents safely before they reach production
- Design AI agents from reusable, versioned building blocks
- Route each AI request by cost, speed and model health
- ETL
Short for extract, transform and load: copying data from one place, reshaping it, and loading it into tables built for reporting.
Used in 1 item
- Feature release
A quarterly Xelence release with new capabilities and improvements. It goes through full performance and security testing.
- Foundational improvement
A change under the surface of Xelence, such as to performance, security or the platform it runs on. Your solution benefits from it even if people don't see a new screen or button.
- Generative AI Services
The run-time service your applications call to use AI, through a secure AI gateway with cost and token monitoring. AI use cases are built in the Xelence AI Engine and run through Generative AI Services.
- Git
A widely used version-control system. It tracks every change to your solution's files, so work can be shared, merged or rolled back.
- GraphQL
A modern way for an application to ask another system for exactly the data it needs in one request.
Used in 1 item
- Guardrails
Automatic checks that enforce the rules AI must follow, for example by screening for personal information or unsafe content.
- Horizon
One of the four time frames the roadmap uses to show when value arrives: Available today, Now (2026, Xelence 10.0), Next (2027, Xelence 11.0) and On the horizon (2028, Xelence 12.0, and beyond).
- In progress (status)
The capability is being built now, for the release shown on its card.
- JSON
A common, structured text format that modern systems use to exchange data.
- Large language model (LLM)
The kind of AI model that understands and writes text, used behind AI assistants and agents.
Used in 15 items
- Configure generative AI features securely
- Get built-in AI help when writing and reviewing rules
- Draft business rules from a plain-language description
- Connect your Xelence solution to approved AI models
- Route AI requests through one secure, governed gateway
- See how much your AI features are used and what they cost
- Try AI models and agents safely before they reach production
- Design AI agents from reusable, versioned building blocks
- Get faster, lower-cost AI answers by reusing earlier responses
- Get AI suggestions for improving your AI instructions
- Ask questions of your program records in plain language
- Check AI quality before release and map AI policies to risk frameworks
- Route each AI request by cost, speed and model health
- Turn AI ideas into working features for your programs
- Build AI agents that draw on your own documents and show their sources
- Machine learning
A form of AI that learns normal patterns from data, so it can flag what is unusual.
Used in 1 item
- Maintenance release
A Xelence release with urgent fixes for blocking or critical issues, released between feature releases.
- Microsoft Entra ID
Microsoft's identity service, formerly called Azure Active Directory (Azure AD), which many organizations use to manage staff accounts and sign-in.
- Multi-factor authentication (MFA)
Signing in with a second proof of identity, such as a code on your phone, as well as a password.
- Multi-tenant
One installation that serves several separate organizations or programs, each with its own data kept apart.
- .NET LTS
A long-term-support version of Microsoft's .NET platform, which Xelence runs on. LTS versions get security and reliability updates for about three years.
- Okta
An identity service that many organizations use to manage user accounts and sign-in.
- Planned (status)
The capability is planned for a future release. Plans are directional and may change.
- Platform as a service (PaaS)
Running software on a cloud provider's managed platform, so the provider looks after servers and much of the maintenance.
Used in 1 item
- Prompt
The instructions that tell an AI feature what to do and how to behave.
- Semantic caching
Reusing an earlier AI answer when a new question means the same thing, which makes responses faster and cuts AI running costs.
- Single sign-on (SSO)
Signing in once with your organization's account to use several applications, such as through Microsoft Entra ID or Okta.
- Snapshot isolation
A database setting that lets people read data while others update it, without either waiting on the other.
Used in 1 item
- SQL Server Always On
A Microsoft SQL Server feature that keeps synchronized copies of a database on more than one server, so the application keeps running if one fails.
- Test Studio
The Xelence tool for building and running automated tests of your solution.
- Token (AI)
The unit of text that AI services count, and usually charge by, when they read a question and write an answer.
Used in 1 item
- Tracing
Recording each step a request takes through the system, so support teams can see exactly where something slowed down or failed.
Used in 18 items
- Keep a detailed audit trail of activity across the system
- Trace and monitor API calls end to end
- Monitor running workflows and manage them from start to finish
- Ask in plain language why a workflow went wrong
- Run business rules quickly and see how each result was reached
- See step by step what form rules did
- See how calculated fields and rule conditions reached their results
- Test rule scenarios before they go live
- See rule test results right in the editor
- Ask in plain language why a rule gave a result
- Follow every API call and batch job from start to finish
- See who is connected to the database right now
- Trace APIs, workflows and triggers on dedicated dashboards
- Get more detail when tracing API calls
- See how much your AI features are used and what they cost
- Check AI quality before release and map AI policies to risk frameworks
- Set policies and guardrails for AI agents, with a record of every run
- See platform health with better monitoring, logging and tracing
- Under discovery (status)
The capability is being explored, and its direction isn't set yet.
- Visible feature
A capability that people will see and use directly, such as a new form control, screen, report option or AI assistant.
- Webhook
An automatic message one system sends another the moment something happens, such as a status change, instead of waiting to be asked.
Used in 1 item
- Wizard
A form that guides someone through several steps, one screen at a time.
- Xelence AI Engine
Where AI use cases are designed and built in Xelence: AI agents, workflows and skills, with policy and guardrails. What you build here runs through Generative AI Services.
- Xelence release
A numbered version of the Xelence platform. The roadmap ties each year to one release: 2025 is Xelence 8.0, 2026 is Xelence 10.0, 2027 is Xelence 11.0 and 2028 is Xelence 12.0. A capability reaches your solution when your solution moves to the release that includes it, and your upgrade is scheduled with you.
- Xelence Studio
The web-based design tool your developers use to configure Xelence solutions, such as forms, rules, workflows and reports. It has Git version control built in.
Used in 19 items
- Reuse your existing database logic inside Xelence
- Try out new forms as prototypes before building them
- Build and style forms faster with drag-and-drop controls and themes
- Find and manage form controls more easily with clear control IDs
- See where a wizard setting is used before you change it
- Build and change forms faster with an AI Form Assistant
- Give Xelence Studio users access tokens limited to what they need
- Turn Xelence Studio definitions into outbound files
- See how the database runs a query, to find slow spots
- Build solutions in a web-based studio with built-in version control
- Keep visual design and source code in sync
- Edit JavaScript and TypeScript as separate files
- Manage images and styling from Xelence Studio
- Use a separate Xelence Studio database for each branch of work
- Catch configuration errors earlier with built-in validation
- Share common files across modules without losing changes
- Work with databases in a familiar explorer view
- See platform health with better monitoring, logging and tracing
- Get work done in Xelence Studio with fewer clicks and nested screens
- XML
A common structured file format used to exchange data between systems.
Used in 1 item