🚀 End of the year Release: Category & Reporting Enhancements + Automation Improvements

Category & Sub-Category Interface Enhancements

We’ve enhanced Category and Sub-Category configuration to support a more intuitive, hierarchical experience, both visually and functionally.

With this update, categories can now be displayed and selected in a clearer parent-child structure, making it easier to apply consistent classification while enabling greater granularity for reporting and analysis.

Who gets this automatically?
Customers who:

• Are fully migrated off the legacy UI

• Are using Case Overview

• Are already leveraging Master Category configuration

…will be automatically rolled into this update

If you’re not yet meeting these prerequisites but would like to take advantage of the improved experience and more detailed reporting capabilities, your Customer Success Manager or Support Experts can help guide you through the required configuration updates.

Key benefits

• More flexible and scalable category customization

• Improved data consistency and reporting accuracy

• Cleaner, more intuitive category selection experience

ecoReports Enhancements for Categories & Sub-Categories

To support the new category structure, we’ve also introduced several ecoReports improvements.

You’ll now notice:

• New Category and Sub-Category columns available in report tables

• Enhanced data table settings for better control and filtering

• Visual refinements when adjusting filters and column selections

These enhancements make it easier to break down case details, analyze trends, and get to insights faster, all while improving overall usability of report tables.

Watch Demo Video

New Automation: Auto-Assign Investigators

As part of our continued investment in automation, we’re introducing the ability to automatically assign investigators to investigations based on defined criteria.

This feature reduces manual effort by allowing the system to handle assignments automatically, helping ensure consistency, accuracy, and faster case progression.

What this enables

• Automatic investigator assignment based on your rules

• Reduced manual review and administrative overhead

• Improved data integrity and workflow efficiency

While this feature is still in its early stages, it already delivers meaningful time savings and scalability benefits.
This is not a paid feature.
To enable it, simply reach out to your CSM or Support Experts.

A Note as We Close Out the Year

This year has been an exciting one, full of innovation, improvement, and expansion.

From launching a brand-new Risk Assessment Module, to delivering meaningful UI & UX enhancements, to introducing powerful tools that improve efficiency and accuracy, we’re incredibly proud of the progress we’ve made together.

For those already enjoying these updates, we’re thrilled to support your work and help you achieve your goals more efficiently. For those who continue to share feedback and push us to do better, thank you. Your insights help us challenge boundaries, refine our solutions, and continue building a platform that truly supports your compliance and risk programs.