Entities release notes

Import and save documents with Entities AI Assistant

You can now upload documents to Entities AI Assistant and save them to the related company’s working documents. Assistant identifies entity information in the uploaded document and recommends the company. When you confirm, the document is automatically saved in working documents.

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Appoint individuals with Entities AI Assistant

You can appoint individuals to roles directly from Entities AI Assistant using data from imported documents. When you upload a document, Entities AI Assistant categorizes information for you and suggests actions. You stay in control of all the data and actions, and the AI Assistant handles searching and entry for you.

Entities AI Assistant keeps track of user roles and permissions.

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New public APIs

The following APIs are now available:

Addresses Create, update, and delete addresses. Link addresses to entities.

Appointments Create an appointment

Audit trail Get audit trail list or entry

Data libraries List data library statuses and data library types. Get the details of a status/type

Trusts Get a list of trusts, get details of a trust.

Data library enhancements

You can now download multiple attachments at once to a ZIP or PDF format from data libraries.

When you export documents as a PDF, the file contains a table of contents listing all included documents’ titles.

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Complete reviews with read-only access in Review Manager

Reviewers now only require read-only licenses to complete reviews in Review Manager. Read-only users can update review status and add comments.

Include ultimate parent % details in related undertakings report

The Related Undertakings report now includes the option to show information about immediate parent % in addition to ultimate parent %.

Label update in e-filing responses

On the Document Details page, in the Electronic Filing Details section, the Message table row is now Message received from trade registry.

Hong Kong form updates

We added the following manual entry forms for Hong Kong: IRBR5, NM10, NNC3RF, NNC6, NSC21, NSC22, NSC23.

We made updates to the following manual entry forms: NAR1, NM8, NN1, NN15, NSC2.​

We also updated the auto-generated NAR1 and NN1 form.

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We delivered the following improvements:

• Fixed an issue preventing administrators from creating the Company/Individual/Other Entity user-defined menu.

• Fixed an issue with the following error message: “Some file(s) seem to be empty they will not be uploaded” being shown when importing DOCX files.

• Fixed an issue with e-filing profiles becoming locked. The issue occurred for accounts with automating send and receive when performing a manual send and receive action.

• Fixed an issue with duplicated data displayed when exporting company appointments.

• Fixed an issue with downloading selected documents from data libraries. When refining the selection in the Document Download Wizard, you can now remove documents again.

• Fixed an issue with chart file import returning PDF instead of VIZ files for certain settings.

Modernized Entities: Introduction of Reports

Use Quick reports to explore and export record data from the Reports area.

• View built-in reports for the following record types: Companies, Individuals, All entities, Other entities, Committees, Partnerships, Data libraries, Reminders, and Pending events.

• Search by name or quickref to find specific records.

• Customize the table by reordering, resizing, or showing and hiding columns.

• Export filtered results to Excel. A notification confirms when your export is ready or identifies any errors.

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Modernized Entities: Export entity details to PDF

The Companies, Individuals, Other Entities, Partnership, Documents, and Data library detail pages in modernized Entities now include an Export feature, so you can generate a PDF of the page. You can use this PDF to share entity information with stakeholders or to save a snapshot of a record at a specific point in time.

Modernized Entities: Introduction of new sections in document details page

• Document properties The document details page now includes a Document properties section. This gives you fast access to key document information including Document type, Document status, Reminder date, Assigned to, and Paper copy. Values match the classic version, and all applicable fields are always visible.

• Comments The document details page now includes a Comments section, so you can review and track all comments linked to a document. The section displays when comments are enabled for the document type and you have the View Comments permission in Data library security. Comments appear in a table with Date, User, and Comment columns, listed from newest to oldest. Dates display in your preferred date format. All comments are visible without scrolling, and an empty table displays when no comments exist.

• Document history The document details page in modernized Entities now includes a Document history section, so you can track all events, changes, and actions linked to a document. The section is visible when you have the View Document History permission and always appears as the last section on the page. It lists entries from newest to oldest in a table with Event, User, Date, Notes, and Change version columns. The Date column displays in your preferred date format. All entries are visible without scrolling, and an empty table displays when no history exists. Information matches what you see in the classic version of Entities, so your experience is consistent across both.

Modernized Entities: AI document summary

You can now generate AI-powered summaries for supported documents directly from the Documents list in modernized Entities. This feature helps you quickly understand document content without opening the file.

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Modernized Entities: Enhanced documents details with Notes, user-defined fields, and improved formatting

We've updated the Document details page in Modern Entities to provide better visibility into Data library information and improve overall readability.

• Added a Notes field for Note-type documents, with expandable long text.

• Displayed all related user-defined fields directly on the page for non-Note documents.

• Organized user-defined fields into sections based on headings, with placement rules for those without headings.

• Ensured user-defined fields visibility follows existing Data library rules.

• Improved formatting for numeric, percentage, and date user-defined fields based on user preferences.

• Enabled expandable long text for memo or text user-defined fields to keep pages concise.

• Updated special text user-defined fields (for example, countries, users, currencies) to show user-friendly values instead of internal references.

Modernized Entities: Company Notices in Company details page

The Company Notices section in Entities lets you track and manage notices for a company. Active notices appear as cards. Use the toolbar to add, edit, or resolve notices.

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Modernized Entities: Introduction of Connected records in Data library details page

The Data Library details page now includes a Connected records section. This hierarchical table displays records connected to the current item, including parent and child items.

• Table columns Displays Type, Date, Summary, Parent record, and Attachments. A pin icon indicates the current record.

• Navigation Select Summary or Parent record values to open the corresponding details page. The current record is not active.

• History Select the Show historical records checkbox to view all related historical and non-historical records.

  Note: If only historical connections exist, the top parent appears by default.

• Permissions Records you do not have permission to view are hidden.

Number of entities in a structure shown in Group Visualization

When you open a chart in Group Visualization, you can now see the number of entities included in the chart in a badge next to the chart name.

Select the badge to display the Structure statistics window with more details. You can also open statistics from the Export as PDF document pop-up.

Group Visualization improvements

We fixed an issue with an incorrect number being displayed in the Conditional Formatting tab in some cases.

The auto-applied setting name now displays correctly in the Settings menu.

When exporting charts containing merged sub-chart paths to PDF, the merged path table is now correctly displayed in the exported file.

We fixed an issue with the Chart Text menu causing errors in certain cases.

We fixed an issue with introducing changes to multiple entities in Scenario mode. The action dialog now closes without errors.

New user role right for the modernized Entities experience access

Administrators can now use the new Access Modernised UI (read only) user role right to control users access to the modernized Entities experience.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

When appointing individuals to UK entities, you can now see if the individual does not have an IDV code recorded.

We removed the SBEE Act 2015 suffix from the list of PDF forms.

UK e-filing: Updates to how the CS01 and LL CS01 are generated

We updated the process for generating part 6 of the CS01 form and part 2 of the LL CS01 form.

When the forms are generated after the Confirmation Statement date, they show only the Directors whose appointments are active when the forms are being generated, in alignment with Companies House guidance.

UK e-filing: Companies House Presenter accounts blocked in Entities

The free Presenter e-filing Companies House accounts, prefixed with 'E', cannot be registered in Entities. You must use credit accounts, prefixed with '0', to submit filings through software.

We added Zimbabwe Gold as a selectable official currency.

Irish e-filing: Updates to the B1 form

We removed the notes pages for the B1 form's PDF output, as this information is only available online.

We updated the relevant registers to now show 0 (zero) where there is a zero consideration paid.

We fixed an issue with the UK Delivery tab in My Preferences not being visible for selected users.

We fixed an issue with saving date information in the Import Document wizard.

We fixed an issue with the Data Library Type Name, Category Name and Access Group fields not always being visible for data libraries.

We fixed an issue with the data library search returning error 500 on some occasions.

We fixed an issue with the legacy AOK currency being displayed for Angola. Now, AOA is displayed.

We fixed an issue with a duplicated cancelled share class header showing for the register of members.

Modernized Entities: Updated Dashboard date format for yyyy-mm-dd preference

If your regional preference is set to yyyy-mm-dd, the Dashboard header now displays the date as, for example, 2026 January 22, Thursday. Previously, the day name appeared first (for example, Thursday, 2026 January 22). This update applies only to the yyyy-mm-dd preference; other formats remain unchanged.

Modernized Entities: Date-time fields now always show time

In modernized Entities, date-time fields now consistently display the time portion (hours and minutes, and seconds when configured), even when localization is applied. This update applies to the following fields:

• Company details Ultimate parents > Last updated

• Documents Produced on and Checked out on

• Data library Audit date and Changed at

These fields now always display both date and time, based on their configuration and intended behavior across all supported regional formats.

Modernized Entities localization

The modernized Entities interface is now localized based on your language preference. The app uses the language selected in the classic version under My preferences > Regional Preferences > Language.

The interface supports the following languages:

• English (US)

• English (UK)

• Arabic

• Dutch

• French

• German

• Chinese (Simplified)

• Portuguese (Brazil)

• Spanish (Latin America)

• Japanese

• Italian

English (US) is the default and fallback language if your selected language is not supported. The layout direction remains left to right for all supported languages, including Arabic.

Modernized Entities: Status badge moved before favorite star on detail pages

On details pages for modernized Entities, the status badge now appears before the favorite icon. This order makes it easier to identify if a record is live or pending. This update applies to all modernized pages, including Company and Data library.

Modernized Entities: Enhanced calendar navigation in Reminders > List view

The Reminders list view calendar now offers better control over the date range. Adjust the three-month view to filter reminders by your selected dates.

Select Learn more for details on Calendar view and Calendar highlights.

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Modernized Entities: Updated default column order in Pending events

In Compliance > Pending events, we updated the default column order to improve visibility. The first three columns are: Urgency Category, Pending ID, and Reminder. The Pending ID column is fixed; you cannot hide or move it. All other columns support standard hide and reorder options. Select Reset Columns to restore the default order.

Modernized Entities: Compliance and Data library toolbar updates

• Compliance and Data library pages now use a unified filter panel, replacing multiple toolbar lists and clear all buttons. The Filters button displays the number of active filters, and the panel centralizes the Cancel, Reset, and Confirm actions.

• Use the My reminders switch in Compliance views to filter items:

  • On Shows reminders created by or assigned to you.

  • Off Shows all reminders.

  Your preference is saved to your device and persists when you refresh, sign out, or reset filters. Filters apply to lists and calendar markers, preserving the urgency section state. For more information, refer to Reminders, Pending events, and Data library sections.

Modernized Entities: Regional date formats in entity filters

Date filters in modernized Entities now follow each user’s regional date format across the Data library (entity-level and top-level), Ownership relationships, and Compliance views. This update applies to both placeholder text and entered or selected values in date and date range filters.

Modernized Entities: User-specific date and number formats for Entities list and detail pages

User-defined fields on entity details pages now respect your regional settings.

• Dates and date-time values are displayed using your configured format.

• Numbers and percentages use the configured decimal and thousands separators.

This update applies to all relevant user-defined date, date-time, number, and percentage fields on modernized list and detail pages. It ensures that visual formatting aligns with regional preferences for improved consistency and readability.

Modernized Entities: Pending state and tracking information on Data library details page

When a data library record is pending, the details page displays its status and tracking information.

To view these pages, you need the Data Library Security > Show Pending Data Library Items (Read only) permission. A badge appears next to the page title and favorite icon.

The Pending section displays values from the Pending events list, including: Tracking, Reminder, Assigned to, and Notes.

Modernized Entities: Support for additional custom field types in Data library

The modernized Entities interface now supports additional Data library custom user-defined field types. These fields appear on the Data library detail pages and relevant entity detail pages, matching the format in classic Entities. Supported field types include: Multi-select countries, Address, Share Class, Share Plan, and Auto Number (all variants). These fields appear in the Data library section of: Data library details page and entity details pages (for example, company or partnership).

Modernized Entities: Data library section in Partnership details page

Modernized Entities now displays Partnership details Data library (DL) content on Corporate Partnership and Limited Partnership details pages.

• A new Partnership details section appears on the Main details section. This section displays when at least one visible data library user-defined field (UDF) exists for the partnership.

• The section label defaults to the Data library type name. If a visible data library heading-type exists, its description overrides the label, consistent with standard user-defined field behavior.

• These fields follow standard visibility and display rules but appear in the Data library section rather than standard user-defined sections.

Modernized Entities: Data library details page

Based on the access permissions configured in the classic version, you can now view the Data Library details page in the modernized Entities interface. If your permissions don’t allow, the details page opens in the classic version instead.

When you open a Data library record in modernized Entities, the system checks the Data Library type for formula-based restrictions.

If the type uses read or access formulas, the record opens in classic Entities instead of the modernized view. Only records without these formulas open in the modernized Data library details page.

This behavior ensures that records with formula-based access rules continue to function correctly.

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Modernized Entities: Introduction of new sections in Data library details page

The details page includes the following section based on your access permissions:

• Attachments This section on the Data library details page in Entities now displays all documents linked to a data library record, including the paper copy location (if applicable) and an attachments table. The table lists the file name (select to open or download), document date, format, internal document reference (DocRef), checkout status, and creation date. If no attachments exist, an empty table is shown. Visible attachments are determined by your access permissions, so you may see only certain document types.

• For section The For section displays key information about the primary-linked entity for a data library record and is always shown, even when no data is available. The section is labeled using the data library type name (for example, Minutes for) and appears between the Attachments and Connected entities sections. It shows the entity name, which is selectable and opens the appropriate entity details view based on your access level, and the QuickRef value as read-only. If no primary-linked entity exists, only the field labels are displayed.

• Notes This section displays free-text notes when the data library type is configured as Note. The section appears after the Summary or UDF sections section, and includes a single long-text Details field that shows the notes for the record. Notes longer than approximately 300 characters are collapsed by default with options to expand the full text and collapse it again; shorter notes are shown in full. This expand and collapse behavior is consistent with other long text fields on the page.

• Connected entities This section lists all entities linked to a data library record in addition to its primary-linked entity when connected entities are enabled for the data library type. The section appears between the primary-linked entity (For section) and Summary sections and displays a read-only table showing each connected entity’s name and entity type. Entity names are selectable and open the appropriate entity details view based on your access level. If no connected entities exist, the section still appears and shows an empty table, with no sorting, pagination, or column customization available.

The information displayed in these sections depends on your access permissions. Based on your access level, some information might be limited or not visible.

Modernized Entities: Summary column now links to Data library details

In both the top-level and entity-level Data library lists, the Summary column is now a link. Select Summary to open the details page and access record information quickly.

New entity box look and feel in Group Visualization

We improved the design of the entity boxes appearing on group structure charts for enhanced readability.

The box layout when using chart symbols now includes the chart symbol and the relevant information contained within a rectangular box.

We also updated structure and spacing on all entity boxes shown on charts.

Custom watermark in Group Visualization chart exports

You can now add a custom watermark to charts exported to PDF and PNG. The watermark can be up to 50 characters long and it appears across each page of the exported file.

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Display clustered entities in the exported chart's index

You can now include information about clustered entities, such as branches, on the index page of the PDF chart export.

These details are now included automatically when you use the Add cover and index pages option when exporting the chart to PDF format.

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Other improvements in Group Visualization

• We improved scenario mode display when moving parent entities.

• You now have more control when zooming in and out of a chart using a touch pad.

Modernized Entities: Viewing group structure charts

You can now open group structure charts from modernized Entities. Chart files open in the group visualization section of the classic Entities experience.

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Modernized Entities: Documents enhancements

• You can now view documents related to an entity in the Documents tab inside the entity record.

• The Documents main menu item and the Documents list page in modernized Entities appear only for users who have access.

• You can now open related entities' details pages from the Related entity entry in the documents table.

• You can now use the Where from filter to view all documents, working documents, document store, data libraries, and deleted e-filing documents that you have access to.

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Modernized Entities: Introduction of the Me filter

To make user filters clearer, the Me option in modernized Entities now displays your full name. This helps you quickly confirm which account the filter refers to.

For example, the option now appears as Me (<your first and last name>) instead of just Me.

The filtering behavior hasn’t changed, only the label has been updated for clarity.

Where this applies The updated Me label appears in the following locations:

• Documents (top level) – Checked out by filter

• Documents (entity level) – Checked out by filter

• Compliance > Reminders (table view) – For user filter

• Compliance > Pending events – For user filter

On Compliance > Reminders and Compliance > Pending events, the For user filter now defaults to Me, so you first see reminders and events assigned to your account.

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Modernized Entities: Number format on the Dashboard

The Dashboard page in modernized Entities now displays dates and numbers based on your regional preferences. Date follows your selected format (day, month, year), with the month shown by name. Numeric values use your preferred decimal and thousand separators.

Modernized Entities: Data Library enhancements

Use multicolumn sorting on the Data library page to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need.

Sorting is available on Related QuickRef, Related entity, Category, Date, Type, Summary, Status, Reminder date, and Assigned to columns.

The Summary section on the Data Library details page displays key metadata for each record.

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Modernized Entities: List view in Reminders

The Reminders page in modernized Entities now includes a view switcher that lets you toggle between Table view and List view, so you can choose the layout that works best for you.

In list view, you can use the calendar to filter reminders by a specific day or date range, making it easier to focus on relevant reminders and manage upcoming work. It also displays reminders as cards grouped by urgency.

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Modernized Entities: Open entity details from Related entities and QuickRef fields

You can now open entity details directly from Related Entities and QuickRef user-defined fields (UDFs) in the Documents page of modernized Entities. When a UDF is configured as a QuickRef and references an entity with a modernized details page, the value appears as a clickable link.

Selecting a link opens the related entity’s details page based on your access level. If your access is limited, the page shows only the information you’re permitted to see. This behavior is consistent across supported modernized entity types and will apply to additional entity types as they become available.

Modernized Entities: Ultimate parents section on the company details page

The company details page in modernized Entities now includes a dedicated Ultimate parents section. This section shows the ultimate parent entities and ownership percentages for the selected company when available and when you have the required permission.

• Location The Ultimate parents section is part of the details child page for company entities. It appears after the Sets section on the company details page.

• Visibility The section is visible only to users with the ultimate parents in company details (Read only) permission in classic Entities. Users without this permission will not see the Ultimate parents section in modernized Entities.

• Fields The section displays up to two levels of ultimate parents and the last update date:

  • 100% ultimate parent Name of the 100% ultimate parent entity, or None if no value is available.

  • Percentage of ownership Ownership as a percentage, rounded to two decimal places (for example, 100.00 %).

  • >50% ultimate parent Name of the ultimate parent that owns more than 50%, or None if no value is available.
  • Percentage of ownership Ownership as a percentage, rounded to two decimal places (for example, 75.00 %).
  • Last updated Date and time when the ultimate parent data was last updated, shown in the format dd/mm/yyyy hh:mm:ss.

  The values in this section come from the same underlying company data as classic Entities, ensuring consistency between classic and modernized views.

Modernized Entities: File reference now available on individual details page

• The individual details page in modernized Entities now displays the File reference value from classic Entities. This field appears in the Management section, positioned between User group and Partner/division.

• No additional permissions are required to view this field. If you have access to the Management section, you can see the File reference value. The field is always shown, even when it is empty, to match the behavior in classic Entities.

• The File reference value uses the same underlying data as classic Entities, ensuring consistency between classic and modernized views.

Modernized Entities: Limited access view on entity details pages

In modernized Entities, you can open an entity details page even if you do not have access to all subpages or child pages. Instead of blocking access entirely, the application now shows a reduced limited access view of the entity details page.

The limited access view includes:

• The limited access notification at the top of the page that appears shortly after the page loads, dismisses automatically, can be closed manually, and reappears on reload.

• The Manage in classic Entities bar and button, allowing you to switch to classic Entities when your permissions there allow additional actions.

• The Main details section that shows only key properties, including Name and QuickRef.

Access to subpages and child pages continues to follow your role-based permissions. Where you have access (for example, Appointments or Compliance pages), you can still navigate to those tabs from the limited access view.

Modernized Entities: Opening entity details from lists and Dashboard

You can now open an entity details page from lists and dashboards even if you do not have full permission to view all entity details. Selecting an entity from supported locations opens the limited access view, while still allowing access to any sections and subpages permitted by your role.

You can open entity details from:

• Entity list pages, including Companies, Individuals, Partnerships, Other entities, and All entities.

• Favorites and Recently viewed dashboards.

• Search results by Name or QuickRef.

• Appointments lists on entity details pages.

• Compliance > Reminders and Compliance > Pending events.

• Other pages where entities are referenced by QuickRef (after related updates).

Modernized Entities: Filter Compliance items by User group

On the Compliance > Reminders (table view) and Compliance > Pending events pages in modernized Entities, you can now filter items by user group. This helps you focus on reminders and pending events assigned to specific teams.

This update restores the User group filter with live data, aligned with what’s available through the API.

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Modernized Entities: New columns for individuals and pending events

• Individuals list The Individuals list in modernized Entities now supports a new User group column. You can add it from Columns and resize or reorder it like other columns. The column displays the description of the user group assigned to each individual.

• Pending events The Pending events table now includes additional optional columns: Pending ID, QuickRef, Event group, Historical, Entry date, and Event status. You can sort by any of these fields using single-column or multi-column ordering.

Modernized Entities: Access permissions to Documents

The Documents main menu item and the Documents list page in modernized Entities appear only for users who have access. If a user does not have access to any of these areas, they are hidden.

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Modernized Entities: Known issue

If you have the Show historical records by default user preference configured in classic Entities, you currently cannot view historical records in modernized Entities.

Entities interface in Arabic

You can now set the Entities interface language to left-to-right Arabic in User Preferences.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes to UK forms

The CS01 and LL CS01 forms were updated to exclude directors appointed after 18 November 2025 from the Confirmation and Verifications Statement (part 6).

IDV details of these individuals are confirmed on appointment or incorporation.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

IN01 and LL IN01 form updates

You can now use the precise name storing functionality of the UK IDV Director/Member/PSC Name Override data library on the IN01 and LLIN01 forms.

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UK form updates reflecting Companies House fee changes

We updated the following forms to reflect the Companies House fee change effective from 1 February 2026:

CS01, LL CS01, IN01, LL IN01, DS01, LL DS01, RR01, RR02, SH19 Section 644, RT01, LL RT01, OS IN01, RR05–RR08, SLP CS01, SQP CS01, SQP1, SR01.

We added the following new form-fillable forms:

EE FM02, EE MP01, RR09, SE CV01.

Other form updates

• The D1 and D2 sections of the paper CS01 form were updated to use all rows provided when shareholder transactions go over continuation pages.

• We updated the AA06 form to the latest version.

Group Structure Visualization

We fixed an issue with loading stored configurations containing attributes and fields that do not exist in the current chart.

Group Structure Visualization: setting chart display settings as default

You can mark chart display settings you use often as default to apply them to every new chart you open.

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Group Structure Visualization: rectangle entity box shape is now selectable as a symbol

You can now select the Rectangle entity box symbol when applying conditional formatting to a chart. This is the same shape as the default entity box symbol used when no option is selected from the Symbol menu.

When you set Rectangle as a symbol, it is listed in the legend on the exported chart.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

New EF-VS wizard for generating e-fileable Verification Statements (EF-VS01) for individuals who are PSCs

The new Confirm Verification Details wizard allows individuals to generate EF-VS01 verification statements to link their identity code to their PSC roles for companies and LLPs for which they are a Person of Significant Control.

You can verify the generated document, prepare it for e-filing, and electronically file it with Companies House following the standard electronic filing process. There is no paper form made publicly available from Companies House for this filing.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

CH02 and other form updates

Postcode submission when e-filing is optional for other jurisdictions.

This change affects the following forms: AD02, AP01-AP04, CH01-CH04, CS01, LL AP01-02, LL CH01-02, LL IN01, LL MR04-05, LL PSC01-06, IN01, MR04-05, PSC01-06.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Backdated Confirmation Statements from before 18 November 2025 are now forced to be Confirmation and Verification statements.

Visualize multiple structures in one group structure chart

You can now merge different corporate ownership structure charts into one in Group Structure Visualization. For example, you can run legal voting structure and legal capital structure charts and merge them to create one chart with both types of information.

You can apply conditional formatting to highlight corporate structures in the merged chart. You can also revert chart merging to go back to the initial chart.

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Documents in modernized Entities

The modernized Entities interface now includes the Documents feature that shows all documents in a table view. You can browse, search, filter, and download documents from one place.

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Data library filtering enhancements in modernized Entities

The modernized Entities app introduces improvements to filtering in Data Library, including updated controls for Record classification, Category, and Type. You can now search, select, and reset filters more efficiently as you change categories or types. These enhancements make it easier to refine table results and view only the records that match your selections.

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Introduction of sorting and ordering capabilities in modernized Entities

The modernized Entities app provides flexible sorting tools that help you organize table data the way you need. You can sort by a single column or create a multicolumn sort to refine the order of your results.

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User-defined field sections in modernized Entities

User-defined fields are now organized in section on entity details pages. User-defined fields now display values instead of references.

Entities integration with Diligent Boards

You can publish documents from Entities to Boards and use Boards approvals to collect signatures on entity documents.

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Dec 15, 2025

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Precise storing and submitting individuals’ forenames, middle names, and surnames

To address new Companies House requirements for name formats which are causing discrepancy between company or individual details and the Companies House register, we have introduced the new UK IDV Director/Member/PSC Name Override data library for precise storing of individuals’ names.

The UK IDV Director/Member/PSC Name Override data library allows you to precisely record an individual’s forenames, middle names, and surnames. You can use this data library to control how name elements are submitted to Companies House without altering the individual’s general name information in Entities. Data recorded in this data library applies only to UK identity verification filings, such as CS01 and LL CS01, and, if applicable, incorporations, such as IN01 and LL IN01.

You can use this data library in cases of additional or missing middle names, preferred names differing from formal names, open compound first names, or differences in spelling between internal and Companies House records.

Learn more

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

E-filing forms updates

We have updated templates that produce e-filing and paper CS01 and LL CS01 Confirmation Statements, as well as EF-VS, so that the Verification Confirmation Statements with made up to dates prior to 18 November go live date are now correctly produced and can be e-filed.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

IN01 form updates

We made the following updates to the IN01 form:

• For corporate subscribers, the relevant postcode element is submitted.
• When there are two corporate secretaries, the correct postcode is now used for both.
• For corporate directors, the Registered number field is correctly referenced.
• We resolved issues with selected e-filing messages getting stuck in the Verified and Queued status.
• We resolved issues with the form not being viewable when incorporation included corporate Persons of Significant Control.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

CH01 paper form updates

On CH01 paper forms, the year used in Date of change of details is now correct.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

CS01 form updates

We made the following updates to the CS01 form:

• Updated the e-filing form to resolve issues that appeared when producing the non-verification statement version.
• Improved the paper form output of share class rights on continuation pages for multiple share classes.
• Added a check on both CS01 and LL CS01 forms to ensure that individuals who are company directors or LLP members have date of birth on file.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

SH06 paper form updates

Improved the paper form output of share class rights on continuation pages for multiple share classes.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

IN01 form updates

The country name Guernsey is used on the form instead of Guernsey, Alderney and Sark.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

LL IN01 form updates

We resolved issues with PDF previews that appeared in selected cases.

Data library in modernized Entities

The modernized Entities view now includes information about data libraries connected to companies, individuals, and other entities. You can view this data in a streamlined table in the Data library tab, or access details relevant to the selected entity on the Data library page inside the entity record.

To view or edit data library details, switch to the classic view directly from the data library list.

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Other entities in modernized version

You can now view the details page for other entity types in modernized Entities.

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Improved Company details in modernized Entities

The Details page in company details now includes more data about the company, if it’s available. We’ve added two new sections, Dormant company and Elective resolutions.

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Company ownership information in modernized Entities

The new Ownership page in a company record  displays ownership details.

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Navigation updates

You can now switch between modernized and classic Entities while remaining in the context of your task. When you switch to classic Entities from an entity details page, you are taken directly to the equivalent of the page you were on. For example, when viewing company details in modernized Entities, you can switch directly to the company details page in classic Entities to make changes to data.

Registers of partners and contributions

Partnership records now include a new Reports tab. From this tab, you can access the Registers option and run the following reports:

• Register of Partners (UK)
• Register of Partners and Contributions (new)
• Partners/Members (new)

UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Changes to support mandatory ID verification

We’ve updated UK e-filing messages, automated PDF forms, reports, and wizards to include entity verification requirements mandated by Companies House for individuals from November 18, 2025.

Companies House’s identity verification requirements differ based on the individual’s role. Changes in Entities reflect this to support companies in remaining compliant:

• After November 18, relevant e-filing messages and auto-generated PDF forms include the mandatory IDV information of UK directors and LLP members.
• We’ve added support for e-filing EF-VS. From November 18, UK directors and LLP members who are also Persons of Significant Control (PSC) can submit their PSC verification details using the EF-VS PSC verification statement.

  Note

  Companies House mandates the EF-VS to be electronically filed – it cannot be filed in a paper format.

• During transition period (December 2025 to November 2026), individuals who are not directors or LLP members, but are PSCs in UK entities, can only verify their identity in the month of their birth date, within the set filing period – Entities now includes a report with information on who these individuals are and when they need to submit their IDV information to Companies House.

  Note

  Currently, individual PSCs must submit this information through the Companies House web portal during the first 14 days of the PSC’s birth month.

  Deadlines for individuals’ identity verification filing will be published on Companies House from November 18, and can be checked there.

The Confirmation Statement wizard in Entities generates the relevant documents:

• The CS01 or LL CS01 confirmation statement that includes the directors’ or LLP members’ verification information
• A separate EF-VS document for each director or LLP member who is also a PSC
• The IDV Confirmation Report in HTML format listing other PSCs who must verify their identity with Companies House separately.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Mandatory ID verification: e-filing messages and form changes

We updated forms to include Identity Verification (IDV) codes, also known as Companies House Personal Codes (CHPC). To protect individuals’ personal information, the codes are obfuscated on the auto-generated PDF forms. E-filing messages sent to Companies House from Entities contain the required IDV details.

The updated UK forms will be automatically made available on November 18. Before that date, Entities will continue to use the previous version of the forms.

We’ve updated the following forms to include mandatory ID verification:

• CS01 and LL CS01 – The change affects the first confirmation statement submitted after November 18. Providing IDV details in Part 6 and Part 2 of the subsequent confirmation statements is not required, and the forms in Entities reflect this.

  Note

  The e-filing message schema sent from Entities to Companies House contains full IDV information, but the CS01 and LL CS01 PDFs generated from Entities show an obfuscated IDV code to protect personal information.

• IN01 and LL IN01

• AP01 and LL AP01

• PSC01 and LL PSC01

  Note

  Identity verification changes affect only Persons of Significant Control who are individuals. Changes in Entities reflect this.

• OS IN01, OS VS01 - added as blank PDF paper forms

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Form updates to replace signature with authentication

We’ve replaced the Signature section with Authentication on several UK forms to reflect Companies House changes to forms.

The following forms now include the Authentication section:

• PSC01 – PSC09 and LL PSC01 – LL PSC09

• AP01 – AP04

• CH01 – CH04

• TM01, TM02

• AD02 – AD04 and LL AD02 – LL AD04

• OS AP01, OS CH03

• OS IN01, OS VS01 – Companies House does not support e-filing for these forms. Entities includes blank forms you can fill out manually.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

Notifying of a name discrepancy

If IDV details of an individual include information about a name discrepancy, these details are now used on the relevant forms.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes

• Register Entry Date is now Relevant Date on the following forms: PSC08, PSC09, LL PSC08, and LL PSC09.
• Wizards related to the PSC09 and LL PSC09 forms allow for adjusting the Additional Matters and Person Statements to address confirmation statements filed before November 18, 2025.
• Selected forms refer to the individual verification code as Companies House Personal Code (CHPC).
• The forms: AD03, AD04, LL AD03, and LL AD04 no longer contain references to registers that have become irrelevant as a result of the November 18 changes.
• You can generate section 790D/E notices to PSCs in your UK organization. To create a notice, in the Ownership tab of the entity record, select People with Significant Control, and from Wizards, select Section 790D/E Letters (Notices).

  Note

  In preparation for the official guidance on the contents of section 790 notices, Entities displays a message at the top of each notice as a disclaimer. We plan to update templates in Entities after guidance becomes available.

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Early access to modernized Entities experience

We are announcing the launch of a new, modernized Entities experience with an updated look and feel, available for data center users. This interface streamlines entity management, enhances user experience, and improves accessibility.

This launch introduces the first phase of the modernized experience, with additional capabilities coming in future updates. Access the modernized interface from the classic Entities application. During this early stage, explore the new layout and share your feedback to help shape future enhancements. Continue to access all Entities features in the classic interface.

You are exploring a beta version. In some rare cases, you may see a blank page when navigating to the modernized Entities view. To see the data, try refreshing the page. If the issue is not resolved after a few attempts, contact support. We're already working on more updates and we appreciate your support at this early stage.

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Managing fund information in Entities

You can now add and manage information about funds in Diligent Entities. You can create funds using the New Other Entity wizard. For each fund, you can view details on a dedicated page, add entity details, and provide fund-specific information, such as fund managers. Entities records and stores history for each fund.

• Navigation You can search for funds from a dedicated Funds tab in All Searches. When you select a fund from the list, a new tab opens with all the available options for the selected fund.
• Fund details You can navigate pages such as Other Entity Details and Ownership to display the relevant information and make the required changes similarly to editing other entity types. On the Data Library and Documents pages, you can add and manage data related to the selected fund. You can look up detailed fund information and audit trail on the Compliance, History, and Reports pages.
• Fund managers You can assign individuals, companies, and other entities as fund managers using the new Fund Manager data library.

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Trust management improvements

The New Trust wizard now has an option to add addresses.

You can now select the Trust entity type when searching for entities in the Other Entity search tab and when completing wizards.

When hiding the Trusts feature in System Tools > System Options, the warning message now displays the correct number of trusts in the system.

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The Share Redesignation wizard no longer causes the 500 internal server error.

We resolved issues with addresses in the New Individual and New Company wizards. You can now select The Company's Registered Office option when entering addresses, such as a service address or a Register of Members address.

We resolved issues with removing contacts when there were multiple contacts linked to a shared address. You can now remove duplicate contacts from shared addresses.

Managing trust information in Entities

You can now add and manage information about trusts in Entities. For each trust, you can view and edit details on a dedicated page, assign trustees and beneficiaries, record unit transactions, and create visualizations of its group structure.

• Audit trail Entities records and stores transactions history for each trust, creating a reliable audit trail.
• Navigation You can search for trusts from a dedicated Trusts tab in All Searches. When you select a trust from the list, a new tab opens with all the available options for the selected trust.
• Trustees On the Appointments page for each trust, you can view the current appointments, create new ones, or manage existing appointments.
• Beneficiaries and units In the Ownership tab, you can view and manage ownership information, for example, assign beneficiaries and record unit transactions.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes in Entities

With this update, we introduced a series of new functionalities supporting e-filing with Companies House, usability improvements, and changes in preparation for the November 2025 Entities update.

• E-file pre-configured UK accounts You can now electronically file iXBRL-tagged UK accounts packages prepared in 3rd party applications. You can upload iXBRL-formatted files to the related data library as HTML or ZIP files and use the UK e-filing wizard to file them with Companies House.

  For more information, see E-file pre-configured UK accounts.
  

• Updates to the report identifying individuals without IDV codes To support the Person of Significant Control (PSC) identity verification requirements, we added the individual’s month of birth to the IDV code reports. You can filter the report by month of birth to quickly identify individuals in need of verifying their identity as a Person of Significant Control.
• Updates to the Change Identity Verification wizard You can now indicate a discrepancy in the individual’s name in company records and the name used for verification with Companies House. When you select the There is a discrepancy in name when verified option, you can select a reason for the discrepancy from the list.
• We resolved issues with the IDV code not being editable in selected cases.
• We corrected the label for UK Relevant Officer of a Registered Legal Entity to state UK Relevant Officer instead of UK Registered Officer in the data library.
• In preparation for the November 2025 update, we removed the following form-fill PDF forms: EH01 to EH06, EW01 to EW05, LL EH01 to LL EH04, LL EW01 to LL EW03.
• We updated the form-fill SR01 and RT01 forms to the latest Companies House versions.

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Chart assist improvements in Group Visualization

You now have more flexibility when creating conditional formatting witch Chart assist. When you select the AI icon in the Conditional formatting tab, Chart assist displays in a chat window. You can request the same formatting options as you could before by selecting one of the prompts available in the chat. To see the full list of options, select More prompts.

You can also ask Chart assist to create custom formatting rules by entering your own prompt in the input field.

When the AI-generated conditional formatting is ready, Chart assist automatically applies it to the chart. You can revert these changes using the new Undo and Undo all options. To apply the conditional formatting again, select Redo.

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Secure File Sharing is now Data Room

To align Entities with other Diligent products, we renamed references to Secure File Sharing (SFS) to Data Room. You can see the changes in user roles, plus screens related to Working Documents and screens related to data libraries.

You can now import .ics calendar files from the Reminders section in Entities into MS Outlook.

You can now assign the Add/Edit Alerts for Self user role rights to users with the read-only access rights to give them permission to create and edit their own alerts.

When viewing an individual’s appointments to committees, you can now see the related company if you select Appointment Category or Position from the Within list.

Custom templates now appear under Template Documents in User Defined Documents.

System-defined fields shown on the Company Details page that have been set to be hidden when blank are now correctly displayed if they contain data.

When performing a batch change to user preferences, you must now select a user role in the Security options section.

When performing a batch change to user preferences, the checkbox next to the selected user now works as expected.

We resolved issues with displaying and selecting share certificates in the Transfer Shares wizard.

We resolved issues with adding insiders to insider lists.

We resolved issues with the incorrect ultimate percentage of ownership being shown in selected group structures.

You can now use workflow names containing an apostrophe without the names causing issues.

We fixed issues with missing shareholders in group structure when running structure above and below in certain configurations.

South Africa: We resolved issues with shareholder data being cleared when performing share disposal.

New data available in Entities AI Assistant

You can now ask Entities AI Assistant about individuals. To ask about an individual, use the ‘@’ character followed by their name.

Entities AI Assistant can now provide you with more information than before. To the available data you can get about companies, we added the custom fields configured for your organization by your administrator, called user-defined fields. The exact information available depends on the type of entity and the configured user-defined fields.

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Entity name badge in Entities AI Assistant

When you ask Entities AI Assistant about an entity, the selected entity’s name appears in a badge above the input field. When you switch to another entity, the name in the badge updates as well.

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Group visualization: Entities AI Assistant updates

You can now access the updated Entities AI Assistant from Group Visualization and ask free text questions about entity information. To select an entity, type ‘@’ followed by the entity name.

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Entities Starter package available on Diligent One Platform

Entities Starter package is now available on Diligent One Platform.

With this package, you get Entities on Diligent One, and you can access it from the Launchpad.

For information about the package and details on the available Entities features, contact your Customer Success representative.

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Your organization’s administrator can add and manage users using Diligent One administration features, and control user access and security from within Entities.

To find out how to add and manage Entities users as an administrator on Diligent One, go to Adding and managing users.

For information on how to control user access and security features, go to Entities administration.

Entities AI Assistant app in Microsoft Teams

With the Entities AI Assistant app in Microsoft Teams, you can access key corporate information without going to Entities. You can ask questions the same way you would when using Entities AI Assistant in the Entities interface.

You can use the Entities AI Assistant app as an individual chat or add it to a Teams channel.

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UK Economic Crime and Corporate Transparency Act (ECCTA) changes in Entities

Following the Companies House announcement of a new set of changes to the Economic Crime and Corporate Transparency Act (ECCTA), Entities is releasing a set of upgrades.

Changes in Entities are being rolled out in phases, based on the Companies House announced schedule.

• Storing document filer details In the new UK Delivery tab in My Preferences, you can record the Identity Verification code or the Authorised Corporate Service Provider (ACSP) code.

• Storing Relevant Officer (RO) details for a Registered Legal Entity You can record Relevant Officer (RO) information for a Registered Legal Entity in the new UK Relevant Officer of a Registered Legal Entity (RLE) data library.

• Updated report identifying individuals without IDV codes You can now view more detailed information in the report to identify individuals without IDV codes.

• Updates to recording IDV codesThe wizard for recording IDV codes now only accepts letters, digits, and hyphens. The IDV code must be up to 13 characters long, including two hyphens.

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E-filing changes

• UK The CS01 paper form, when resolved, opens for public Traded Companies that have a share class with no shareholders if there were disposals during the relevant period.

• Ireland The Annual Return B1 form’s status updates with information from Companies Registration Office CORE system when you resubmit it on CORE. You can now change the status of a returned form to Sent and get a status update manually.

• Delavare, US You can now view more detailed information in the report to identify individuals without IDV codes.

Learn more

Login email address in User Details

You can now enter your login email address in the User Details tab in My Preferences. By default, the Login email field is populated with your contact email address.

Alerts updates for administrators

You can now create alerts for multiple users at once.

When you create data library reminder alerts, you can configure them to only notify the user in the Assigned To setting.

UK forms: You can now produce a document from the Stock Transfer form for non-GBP share classes using Microsoft Print to PDF.

If there is a single share class available for an entity, the Share Class section shows it as a default when allotting, transferring, or performing a share buyback.

The Insider Manager Inbox Processor now checks for HTML markup appearing immediately after the Insider Manager ID (IMID) and ignores it so that the messages can be processed.

Group visualization: Extended color palette for chart formatting

We added a new option for selecting border, fill and text colors when formatting group structure charts.

You can now specify chart colors in the following ways:

• Select a color from the existing palette

• Select a color from a precise color picker palette

• Specify a HEX or a RGB value

To switch between the previous palette and the new color picker, use icons in the top-left corner of the Fill, Border, and Text color settings windows.

We fixed an issue with displaying long conditional formatting rule names in the legend section of the exported charts.

Group visualization: Chart export improvements

The export experience in Group Visualization now features more intuitive navigation and detailed control.

When you export Group Visualization charts, the Export window now contains two collapsible sections:

• Charts – In this section, you can select charts to include in the exported file.

• Export options – In this section, you can customize the exported file. This section was previously Extra options.

You can display shorter index entries on the cover page of the exported file when your export contains only sub-charts. To show only sub-chart names in their respective index entries, select the Omit main chart name from sub-chart index entries option.

When exporting charts for viewing or printing, you can now select and deselect all available sub-charts using the All charts option in the Charts section.

Group Visualization now displays the date of incorporation for the top entity in a chart.

UK Economic Crime and Corporate Transparency Act (ECCTA) changes in Entities

Following the Companies House announcement of a new set of changes to the Economic Crime and Corporate Transparency Act (ECCTA), Entities is releasing a set of upgrades.

Changes in Entities are being rolled out in phases, based on the Companies House announced schedule.

You can now record and store Individuals Identity Verification (IDV) codes. In addition, Administrators can run reports to identify individuals missing the required codes.

After the upgrade, by default, users don’t have access to the new UK Identity Verification field on the Individuals page. Administrators can selectively configure user access to related features with user roles.

Administrators with access to System Reports can run a report to check if all individuals are assigned IDV codes.

Learn more

We fixed an issue with incorrect interest percentage being shown in sub-charts for entities with multiple owners.

Data Library fixes

• When you try to delete multiple data library documents from the Document Store screen, Entities shows the following error message: “Warning: The following documents are still linked to Data Library and must be deleted from the Data Library.”

  To delete data library records, go to the Data Library tab.

• The Date To system-defined field no longer appears in data library if it’s configured not to appear.

For Hong Kong companies, Hong Kong Registers now refer to Business Registration Number instead of Company Number.

We fixed an issue with the Single Alternative Inspection Location address field not being updated when changing the address with a wizard.

The Australian territories South Australia (SA) and Northern Territory (NT) are now mapped to correct corresponding region codes when downloading data from the Australian Securities and Investments Commission (ASIC).

We resolved an issue with running the Batch Update Company Ownership UDF document template script.

We fixed an issue with the Open Document paperclip icon not working as expected in the All Documents tab.

Group visualization: Early access to AI Chart assist available for Entities Platform

An early access release of Artificial Intelligence (AI) upgrades to Diligent Entities is available. Entities AI features drive efficient and informed entity management.

With Chart assist, you can create optimal conditional formatting of your Group Structure charts with minimal effort. Chart assist can propose formatting for entities or for relationships. After Chart assist creates the formatting, you can further edit and adjust it to your needs.

Learn more

We fixed issues with chart connectors and arrows being incorrectly displayed after exporting to the PPT format.

Entities AI Assistant updates

Entities AI Assistant is now available in two modes which control how you interact with it. Your administrator controls which mode you use.

• Pre-canned prompts In this mode, you can select pre-defined questions to ask about a selected company.

• AMA (Ask Me Anything) In this mode, you can enter your own questions in the chat.

You can only access information you have access permissions for. If you can’t access a piece of information from Entities interface, Entities AI Assistant will not be able to give it to you.

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AI Document Summary updates

You can now generate up to 10 summaries simultaneously.

For documents with more than 10 pages or 12 000 characters, AI Document Summary creates a more complex summary divided into sections to accurately represent the documents.

AI Document Summary is now available in the following areas:

• Company documents

• Attachments in Data Library

• Working Documents

• Document Store

The summaries are generated in the language your administrator has set for your Entities site. The following languages are supported:

• English (United Kingdom)

• English (United States)

• Spanish

• French

• German

The summaries are now available in the AI Document Summary window.

Learn more

New wizard – Change Company Details

Selected users can now change company details using the new Change Company Details wizard.

With the new wizard, you can change the same details as with the Edit option. In addition, you can edit any user-defined fields you have access to on the Company Details page.

Changes you make using the Change Company Details wizard are recorded in the audit trail. When changing company details with the new wizard, you can save the event as pending or assign it to other users and workflows. When you edit a pending event and make changes to fields, both the previous and the new value are displayed so that you can easily verify any changes before you accept and action them.

Administrators can control user access to this wizard using the new Change Company Details user role right available under Company Security > Company Wizards.

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Enhancements to partnerships

• The advanced search and the following partnership wizards: New Partnership, Edit Partnership, and Clone Partnership now contain the following additional fields:

  • User Grouping
  • File Reference
  • Partner/Division
  • Managed By
  • Sets

• The advanced search also contains the new Extra Details field.

• You can now apply sets from List Manager and use them for partnerships data entry, searching, and filtering.

• The partnership user-defined fields can now be configured to appear in the Main Details section.

• The principal place of business address configured for a partnership is no longer visible in Company Address.

• We resolved an issue with error 500 appearing in the New Partnership wizard.

Irish e-filing changes

• The B10 appointment process now requires a wet signature from the director or secretary.

• Irish e-filing now contains the additional 'Paid - Not Submitted’ status for B1 forms.

• B1 forms in e-filing now support audit exemption claims for unlimited companies.

UK e-filing changes

• We removed the Made Up Date from the Check and confirm wizard for UK e-filing data download.

• We added the Registered Email Address (REA) field to UK data download, the Check and Confirm comparison report, and to the company confirmation statement review report.

UK forms updates

• We added a new form fill form for SR01.

• We updated form fill PDFs for the following forms:

  • RP04
  • SLP CS01
  • SQP1
  • SQP CS01
  • SR01 and continuation pages

• We resolved an issue where the CS01 confirmation statement would show transfers, including transactions. When you select the Override changes only and produce full list of shareholders option, the confirmation statement now shows shareholder information without referencing transactions.

• We resolved an issue with the SH06 form where share class rights were printed outside of the section box.

When creating new users, administrators now must select a user role.

The security (HTML) report no longer produces unnecessary additional data for the First View column.

We fixed an issue with audit trail showing that additional data has changed after changing only dates in company details.

User roles without permission to edit the Region (SUBCOUNTRYC) user-defined field in company details can no longer delete the region information from company details when saving records.

When you set the Dissolved date field to not be shown when blank, the field remains hidden if no date is entered and shows in company details if it contains a date.

When running a legal capital structure with the Structure above and below option selected where a user is part of a security group, the entities above the selected company are now correctly displayed.

For the Registration in Jurisdiction entity type, you can now edit the Country field after the entity is created.

The Contact Support window now contains an option to log in to connect.diligent.com.

We added support for Caribbean guilder (XCG) for Curacao and Sint Maarten.

Hidden user-defined fields are no longer selectable in reporting field lists for ad-hoc reports.

The Add to batch wizard is no longer available in the following tabs: Pending Events, Reminders, Working Documents, and Document Store.

We resolved error 500 which appeared when accessing the Options tab in the Send and Receive wizard in User Preferences.

We fixed an issue with repeated data being shown in Appointments > Interests in plans after adding interest.

We fixed an issue with the screen display page jumping down when selecting certain checkboxes, such as multi-selecting countries and within the Data Library definitions screen.

We fixed an issue with scrolling in the Data Library Types window.

Entities AI Assistant available in Group Visualization

Entities AI Assistant is now available in Group Visualization. With Entities AI Assistant, you can get the key corporate information without navigating the Entities interface.

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Added the image of the Isle of Man flag to group structure visualization charts.

We fixed an issue with the additional element '[a]' appearing in company name.

We fixed an issue with an unexpected action during the 'Remove children and leave entity' action in scenario mode.

Include or exclude top entities’ external owners in Group Visualization

Group Visualization now gives you more granular control over which external owners (parents) are shown in the charts.

With the new Show top external owners option, you can include or exclude external parents of the top entity in the chart. Changing this setting does not affect other external owners. For example, you can exclude the external owners of the top entity while still showing the external owners of all the other entities in the chart.

External owners are entities that do not meet the criteria of a given chart but are owners of entities included in the chart. For example, your group structure contains external owners when it’s run with the Get all other parents/owners and Include as Additional Data options.

The Show top external owners option is active by default. To hide the external parents of the top entity, in a chart’s Ownership tab, under Show external owners, deselect the Show top external owners option.

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Two new symbols in Group Visualization conditional formatting

Conditional formatting now includes two new symbols:

• Ellipse in triangle
• Ellipse in down triangle

We fixed an issue with a number of special characters not displaying correctly in exported group structure charts.

Displaying all parent entities when filters are applied in Group Visualization

We improved the filtering mechanism in Group Structure Visualization to display all parents of an entity with and without filters.

Previously, when filtering was applied to a chart, only the parent entity with the largest ownership percentage would be shown. After the update, all parent entities are shown in the chart.

New Shareholders and Corporate Relationships Quick Reports

Two new Quick Reports are available:

• Shareholders Information about the shareholders of the company such as the shareholder's name, the number of shares, the percentage of class, the voting percentage, and the capital percentage they hold.

• Corporate Relationships Information about company control by means other than shares, such as votes in the board or capital contributions that are not connected to shares.

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Send and receive changes in Irish e-filing

To improve process performance, the Send and Receive process in Entities now uses the CRO submissions-by-date method.

Group Structure improvements

• When creating a Group Structure, selecting a custom format rule no longer results in displaying all custom rules.

• When displaying group structure above and below, the external parent attributes in the ‘above’ part of the chart are now correctly displayed.

Exporting items from entity history no longer results in an error.

When duplicating the Individuals report, duplicate surnames are now correctly identified.

UK: The AP01 form now correctly displays the Turks and Caicos Islander nationality.

Hong-Kong: SIC code descriptions for codes 059, 064, and 065 are now aligned with the Hong Kong Company Registry descriptions.

Paper size and format options for exporting charts to PDF in Group Visualization

When exporting to PDF for viewing, Entities can automatically fit the chart on an optimal number of A4 or letter sheets. The number of selected size of pages and the chart’s scale are adjusted for optimal zoom and readability.

You can select one of the following options:

• Auto-fit: one or more A4 sheets

• Auto-fit: one or more letter sheets

Additionally, Entities now offers more paper size and format options when exporting charts into the PDF format for viewing and printing. Charts are scaled to fit the selected size.

You can select from the following options:

• A4 to A0
• Letter (ANSI A)
• Legal
• Tabloid and multiples of tabloid (ANSI B to ANSI E)

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Ordering entity notes in Group Visualization group charts

You can now customise how to display the order of your entity notes. You can select from the following options:

• Arabic numerals – 1, 2, 3, …
• Uppercase Roman numerals – I, II, III, …
• Lowercase Roman numerals – i, ii, iii, …
• Uppercase Latin letters – A, B, C, …
• Lowercase Latin letters – a, b, c, …

When adding entity notes in chart text, select one of the options in the Choose entity notes character style drop-down. The selected style is applied to all entity notes in the chart. This setting is saved for future chart exports.

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Displaying legend entries for sub-charts in Group Visualization exports

When exporting charts, you can now select how extensive you want the legend on the exported chart to be.

• To display only the entries that apply to the sub-chart included in the exported file, select Include legend.

• To display all the legend entries defined for the sub-chart included in the exported file, select both Include legend and Complete legend for all sub-charts.

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US Beneficial Ownership Information Reporting (BOIR) improvements

• For BOI reports with forms of identifying documents for more than one individual, the message no longer fails when processed by FinCEN.

• For the States list used for BOIR, the following descriptions are no longer truncated at 30 characters:

  • Armed Forces Europe/Middle-East/Canada
  • Armed Forces Americas (except Canada)

  As a result, filings submitted with these descriptions no longer fail.

When running partnership profiles, the downloaded .docx documents are no longer resulting in the 'corrupt file' errors.

US Beneficial Ownership Information Reporting (BOIR) in Entities

You can now create BOI reports for the following actions using Diligent Entities wizards:

• Add, cease, and delete Beneficial Owners
• If applicable, add, cease, and delete Company Applicants

When submitting follow-up BOI reports, Entities will now display a last submission time for received FinCEN transcripts in addition to last submission date.

For users with the appropriate user role rights, transcripts are now visible from Working Documents and Electronic filing sections.

Known issues:

• For BOI reports with forms of identifying documents for more than one individual, the message will fail when processed by FinCEN.

• For the States list used for BOIR, the following descriptions are truncated at 30 characters:

  • Armed Forces Europe/Middle-East/Canada
  • Armed Forces Americas (except Canada)

  As a result, filings submitted with these descriptions will fail.

The issues will be resolved in Entities in a future release.

Learn more

New default settings for users with e-filing permissions

Users with the Send & Receive Electronic filing permissions can now use one of the following default options:

• Send only
• Receive only
• Send and receive

To change the default setting, go to My preferences > Options.

New update period filter options in e-filing

You can now check for updates in Electronic Filing Send & Receive for the following periods:

• Today
• Last 7 days
• Last 14 days
• This month

UK companies: When creating Confirmation Statements, you can now submit a full list of shareholders in place of changes to the shareholder list. To submit the full list, in the Confirmation Statement Wizard, deselect the Part 4 – Shareholder information changes option and select the Part 4 – Override changes only and produce a full list of shareholders option instead.

We increased the number of Other Entities that can be assigned to Security Groups.

We fixed an issue in Group Visualization with how chart relationships are displayed in PPTX files when no values are provided in the Relationships tab.