Automatically monitor regulatory updates to map to your internal policies, procesures and controls. Learn More
Automatically monitor regulatory updates to map to your internal policies, procesures and controls. Learn More
Product Enhancements iMac

The recent updates we’ve made available within our Team and Pro Edition solutions include a range of usability enhancements that include improvements to users’ initial login experience, making it easier to find regulatory change documents you wish to review, and taking action on those documents (workflow). Specifically, new members whose organizations use 3rd party identity management (support of the SCIM standard) will receive welcome emails so they know they can begin using the platform, you’ll be able to search using popular Act nicknames, and workflow users who have complex dropdowns within task steps will benefit from new, nested dropdown options. 

We also continued enriching and expanding our regulatory coverage, including: regulatory updates for administration, banking, commerce, data protection, employment, finance, insurance, labor, legislations, litigation, public services, real estate, regulations, securities, taxation, trading and utilities. Our expanding global coverage includes Thailand, Hungary, European Union, Peru, Panama, Canada, Luxembourg, Italy, Poland, India, Switzerland, the United Kingdom, Portugal, Dominican Republic (New Addition), Spain, Costa Rica (New Addition), and the United States.

Simplify workflow annotations using nested drop downs 

Team Edition workflow now supports nested drop downs for improved workflow flexibility and ease of use. If you currently maintain long lists or related items in your workflow drop downs or multiple drop downs that can be connected, try our new drop down capability. If you are an admin, simply edit your workflow, then drag and drop to move drop down options to establish the intended drop-down hierarchical dependencies. As with existing drop down annotations, you can choose “multi-select” if you want assignees to be able to choose multiple drop down values.

Manage Workflows – Drag & Drop to Create Nested Drop Downs

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Assignees can complete nested dropdowns using a familiar click selection. When you review your workflow information, you’ll notice that the drop down selections are displayed with their full name for clarity, for example, if you establish a “Line of Business” drop down that includes the options “Correspondent”, “Origination”, and “Servicing” beneath “Mortgage Lending” and the assignee selects “Servicing”, you will see the selection listed as “Mortgage Lending: Servicing”.

Workflows – Completing Workflow Tasks

Simplify cross document review by exporting annotations in a single spreadsheet 

To make it easier for you to review your annotations in spreadsheet format, both Team and Pro Edition solutions now include an option to download annotations across multiple documents within a single file. Simply select documents in any search view, click on the export button, select the fields you want to include in your export, including sentences, then choose Annotations and “Export in a single file” to leverage this new capability. If you choose this option, you will receive a single spreadsheet that includes only the annotated sentences for all documents you’ve selected.

Note that you can still receive all sentence data for selected documents within multiple document specific files. If you select either the “Sentences” or “Annotations” options without the “Export in a single file” checkbox, you will receive multiple document-specific spreadsheets in a zip file.

Export Annotations in a Single File

Improve user activation when using your corporate Identity management systems

Members of organizations leveraging our SCIM integration will now receive an email specifically focused on their expected login experience. If your administrator invites you to the platform, simply click “Get Started” in the welcome email. 

After clicking Get Started, you’ll be redirected to our standard login screen. Simply click “Corporate Login” to begin using the platform.

Find what you’re looking for quickly: Leverage Nicknames when searching for Acts

Do you want to use the Acts filter more efficiently? If so, please check out the new Pro/Team capability to search for Acts based on commonly used nicknames in addition to the full formal name of the Act. For example, you can search for documents related to the “Gramm-Leach-Bliley Act” by simply entering the commonly used “GLB” nickname.

Speed up regulatory research using one source for Intelligence: Expanding Coverage

We continued expansion of our regulatory coverage. You can now follow recent regulatory updates across specific lines of business and jurisdictions:

  • Administration: related updates from the United States (California). 
  • Banking: related updates from Hungary, Canada, Portugal, Peru and United States (Virginia)
  • Commerce: related updates from the United Kingdom. 
  • Data Protection: related updates from the European Union, Luxembourg, and Italy.
  • Employment: related updates from Peru. 
  • Finance: related updates from Poland, Switzerland, Portugal, Costa Rica and the United States. 
  • Insurance: related updates from Panama, Canada and Portugal.
  • Labor: related updates from Peru. 
  • Legislations: related updates from Thailand, Italy and Panama. 
  • Litigation: related updates from the United States (Illinois).
  • Public Services: related updates from the United States (New York).
  • Real Estate: related updates from Canada.
  • Regulations: related updates from the United States (New York).
  • Securities: related updates from India, Panama, Peru, Spain, Portugal and Canada (Ontario).
  • Taxation: related updates from Peru, Dominican Republic and Canada.
  • Trading: related updates from the United States. 
  • Utilities: related updates from the United States.
  • Canada: updates from the Organisme d’autoréglementation du courtage immobilier du Québec [CAN-OACIQ], Ombudsman for Banking Services and Investments [CAN-OBSI], Canadian Council of Insurance Regulators [CAN-CCIR], Ontario Securities Commission [CAN-OSC] and Auditing and Assurance Standards Board [CAN-AASB]. 
  • Costa Rica (New Addition): updates from the Superintendencia General de Entidades Financieras [CRI-SUGEF]. 
  • Dominican Republic (New Addition): updates from the Dirección General de Impuestos Internos [DOM-DGII]. 
  • European Union: related updates from European Data Protection Board [EU-EDPB].
  • Hungary: updates from the Hungarian National Bank [HUN-MNB].
  • India: updates from the Securities and Exchange Board of India [IND-SEBI].
  • Italy: updates from the Garante per la protezione dei dati personali [ITA-GPDP], Presidency of the Council of Ministers [ITA-PCM] and Parliament of Italy [ITA-PARL].
  • Luxembourg: updates from the Commission Nationale pour la Protection des Données [LUX-CNPD].
  • Panamá: updates from La Superintendencia de Seguros y Reaseguros de Panamá [PAN-SSRP], Superintendencia del Mercado de Valores de Panamá [PAN-SMV] and National Assembly of Panama [PAN-NA]. 
  • Peru: updates from Ministerio d Trabajo y Promoción del Empleo [PER-MTPE], Superintendencia del Mercado de Valores [PER-SMV], Seguros y Administradoras Privadas de Fondos de Pensiones [PER-SBS], Congreso de la República [PER-CDR] and Superintendencia Nacional de Aduanas y de Administración Tributaria [PER-SUNAT]. 
  • Poland: updates from the Komisja Nadzoru Finansowego [POL-KNF].
  • Portugal: updates from the Autoridade de Supervisão de Seguros e Fundos de Pensões [PRT-ASF], Comissão do Mercado de Valores Mobiliários [PRT-CMVM] and Ministério das Finanças [PRT-MOF]. 
  • Spain: updates from the Spain National Securities Market Commission [ESP-CNMV].
  • Switzerland: updates from the Financial Market Supervisory Authority of Switzerland [CH-FINMA].
  • Thailand: updates from the Parliament of Thailand [THA-PARL], Government of Thailand [THA-GOV] and Thailand Ministry of Finance [THA-MOF]. 
  • United Kingdom: updates from the Government of the United Kingdom [UK-GOV].
  • United States: updates from the Federal Reserve System [FRS], Options Clearing Corp [OCC-SRO], Department of Financial and Professional Regulation [IL-DFPR], Legal Services Corporation of Virginia [VA-LSCV], New York Department of Public Service [NY-DPS], Supreme Court of Illinois [IL-SC], California Fair Political Practices Commission [CA-FPPC] and New York City [NY-NYC].

Tip of the Month: Import your existing tags to start leveraging Labels

If you use a common syntax within your organization to track regulatory themes, controls, or risks, using labels is a great way to extend your naming conventions to Using common labels across your systems is also another way to build a bridge between information in your GRC, other platforms, and

If you haven’t yet started using labels in, importing existing “tags” you use in other systems is a great way to get started. Org admins can import labels in bulk by accessing the Management Hub, then selecting Labels for the folder you wish to update. Once you’ve selected Labels, click the “+” icon and upload a CSV or XLSX file with your existing tags. All you need to provide is a simple one column file with label names. That’s it!

If you’ve already added some labels but need to add more, don’t worry about scrubbing your upload. We will automatically add labels that don’t yet exist on and ignore any labels that are already in your inventory. 

Accessing Manage Labels

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Importing Labels in Bulk

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Please visit Agency Sources within the documentation section of our Developer Platform website and bookmark the pages as we update them frequently!

Update your Default Filters at any time to take advantage of our new regulatory sources.

We hope you enjoyed this product update!Client feedback is always welcome. Please contact our support team with any questions or feedback or schedule a time to review our new features. Remember that you can always access the Training Center under the Help (?) section of the platform for more information.