Release notes
Third-Party Manager is regularly updated with the latest features and fixes. Because it is a cloud product, updates are delivered to you automatically.
| Type |
Date / version | Description |
|---|---|---|
| New | May 14, 2026 |
Modernized and revamped Third-Party Management We’ve introduced a modernized experience for the Third Party Manager, designed to improve usability and streamline navigation. What’s new
Note |
| Fixed | May 14, 2026 |
Fixed incorrect Key Personnel display in case An issue that caused Key Personnel, Attachments, and Case Notes from previously accessed cases to appear in case folders has been fixed. Case folders now display only the information associated with the case you are viewing. |
| Fixed | May 14, 2026 |
Fixed third-party profile creation API The third-party profile creation API now correctly validates profile creation responses and returns clear, informative error messages. You can quickly identify and resolve integration issues as a result of this fix. |
| Fixed | May 14, 2026 |
Fixed inability to take ownership in workflow Resolved an issue that prevented the Take Ownership action from being available for certain workflow tasks after confirming all forms reviewed. A permanent fix has been applied to ensure this issue does not recur. You can now take ownership of workflow items and complete ownership transitions without interruption. |
| Fixed | May 14, 2026 |
Fixed text color display issue in the preview form Text in the Form Builder preview no longer appears in blue or behaves as a hyperlink, it now displays correctly. This fix applies only to the Form Builder preview. Live forms and all other platform functionality are unaffected. |
| Fixed | May 05, 2026 |
Improved form reliability, user experience, and data consistency, with initial performance monitoring for Diligent Forms and Workflow
|
| Fixed | May 05, 2026 |
Improved risk scoring consistency by honoring manual country overrides in Form 1.0 and Form 2.0 Resolved an issue where form processing overwrote manually set country risk overrides in Third-Party Manager, reverting risk ratings to their default values. This update ensures:
|
| Fixed | May 05, 2026 |
Corrected inaccurate review status We have fixed an issue where the 3P Monitor displayed the Review Completed status even when screening hits remained unreviewed. This fix ensures:
|
| Fixed | May 05, 2026 |
Improved email invitation reliability by fixing carbon copy (Cc) recipient formatting and enhancing timeout handling in the SendInvitation API. This fix ensures:
|
| Fixed | May 05, 2026 |
Fixed an issue where activation emails for new accounts in EU client environments directed recipients to the US sign-in URL instead of the correct EU sign-in URL. This fix ensures:
|
| Enhanced | May 05, 2026 |
Introduced a dedicated API endpoint and enhanced documentation to support cross‑endpoint data mapping and integration. This enhancement includes:
|
| Enhanced | Apr 17, 2026 |
Improved AI Due Diligence report for better analysis of data We’ve updated the AI-generated due diligence report template to streamline the narrative, emphasize key risk events, and clarify how AI output should be used alongside analyst-led due diligence. What has changed
|
| Fixed | Apr 01, 2026 | System permissions have been updated to grant Custom Client Admins the same capabilities as Default Client Admins for resolving warnings. This change enables them to manage and address warnings directly, without restrictions. |
| Fixed | Apr 01, 2026 |
The validation logic for the Description field has been updated to allow empty values when editing Case Reject/Close codes, eliminating unnecessary errors. Previously, the system displayed a validation message stating Only alphanumeric characters, spaces, underscores, and hyphens are allowed when the field was left blank, preventing users from saving changes without entering a description. View the changes by navigating to Settings > Content Control > Fields/Lists > Case Reject/Close Codes > Description field. |
| Fixed | Apr 01, 2026 | For KPs belonging to other unrelated cases, additional logging now captures detailed information when the issue occurs, enabling root cause analysis. The issue previously appeared only in the PROD US environment and did not reproduce in lower environments. Limited logging made it difficult to determine the exact cause. Initial findings indicate a possible link to session handling. |
| Fixed | Mar 18, 2026 | A code update has been implemented to modify the deletion URL by removing the amp parameter that triggered the error and prevented attachment deletion, resolving the Disallowed Key Characters issue encountered when attaching documents or files in a legacy form for a specific client. |
| Fixed | Mar 18, 2026 | The bulk third-party reassignment logic now sends a single consolidated email notification to both the To and From recipients, regardless of the number of third parties reassigned. Previously, the system generated individual email notifications for each reassignment, leading to excessive emails. For instance, reassigning 11,000 third parties resulted in 11,000 emails being sent to each recipient due to lack of controlled or batched notifications. |
| Fixed | Mar 18, 2026 | The training invitation cancellation email template has been updated to exclude Securimate Notification from the signature. Previously, cancelling a training invitation triggered an automated email that included Securimate Notification in the signature. |
| Fixed | Mar 18, 2026 | You can now reliably access the Workflow Builder tab without encountering the error, You don’t have access to this page message. |
| New | Mar 12, 2026 |
AI-powered third-party risk evaluation A new AI-driven feature that streamlines third-party evaluations by consolidating insights into a single, easy-to-read report. Benefit from faster, more reliable assessments, enhanced risk visibility, and comprehensive information without switching between modules. |
| Fixed | Mar 06, 2026 | The DDQ |
| Fixed | Mar 03, 2026 | Email validation now recognizes all valid email addresses, allowing users to submit renewal forms without errors. Previously, the system incorrectly flagged some valid addresses, preventing submission. |
| Enhanced | Feb 25, 2026 |
Integration of 2025 Transparency International CPI TPM now includes the 2025 Corruption Perceptions Index (CPI) scores from Transparency International, ensuring your risk assessments align with current global benchmarks. Note This data-only update does not change business logic, scoring models, or configuration rules. |
| Fixed | Feb 20, 2026 | You can now create and edit questions with more than 255 characters. The previous 255-character validation restriction displayed application errors during question creation and editing and it has now been removed. |
| Fixed | Feb 20, 2026 | Data for the MRQ KeyPersonnel DataGridEntry column is now being inserted correctly as expected after identifying and resolving the root cause in the insertion logic. |
| Fixed | Feb 20, 2026 | Form submissions involving Key Personnel configurations now complete successfully, as the validation and handling logic have been enhanced to properly manage null or empty ownerPercentage values for non-owner roles. The backend no longer attempts invalid integer conversions during database operations, preventing the exception that previously caused server errors when null or empty values were received from the UI. |
| Enhanced | Feb 17, 2026 |
UK Sanctions data source transitions to UK Sanctions List (UKSL) The OFSI Consolidated List retires after 28 January 2026. In line with this update, the 3PM application now uses the UK Sanctions List (UKSL) as the single authoritative source for UK sanctions data 13 February 2026. Note The Russia-specific list remains unchanged. What’s new? UK sanctions records will receive new internal IDs with the prefix 1116, replacing the legacy OFSI-related internal IDs with the prefix 1016. This change affects internal identifiers only. The sanctions status and regulatory meaning remain unchanged. Historical records may display updated wording, formatting, or additional descriptive information due to updates from the relevant authority. To avoid any operational impact, new screening hits will not be generated where changes are limited to formatting or enhanced descriptions only. |
| Fixed | Feb 17, 2026 | A validation check now ensures that once a workflow step has started or completed, it cannot be triggered again, fully preventing duplicate task |
| New | Feb 06, 2026 |
Get email notifications for your GDC Receive email notifications automatically whenever new GDC hits appear, reducing the chance of missing important sanctions or watchlist matches. This ensures you stay informed of critical GDC results without relying on manual daily checks. |
| Fixed | Feb 06, 2026 |
Issues identified in the AI Report PDFs generated in 3PM have been addressed as follows:
|
| Fixed | Feb 06, 2026 | Added a database trigger to keep workflow tracking tables in sync with case updates, including third-party unlinking. This change is enabled only for clients with the TENANT_WORKFLOW_OSP feature. It fixes an issue where the Workflow screen displayed a blank Third-Party field and workflow data was not updated. |
| Fixed | Feb 06, 2026 | Backend processing for form-created cases has been fixed to run reliably and on schedule. Cases submitted through forms are now processed correctly and are fully searchable in Case Management by customer name, including names with special characters. Previously, even successfully submitted forms could create cases that did not appear in search results. |
| Fixed | Jan 22, 2026 |
The DDQ processing flow has been updated to handle key personnel more reliably:
This resolves an issue where key personnel submitted through the DDQ did not appear in the profile’s Connections tab or in 3P Monitor screening. |
| Fixed | Jan 22, 2026 | Dashboard logic has been updated to count Media Monitor |
| Fixed | Jan 22, 2026 |
A new IsKPMandatory flag has been implemented for DDQ ingestion based on defined business rules and is enforced consistently throughout the DDQ workflow
The DDQ submissions now align with KP requirements, preventing incomplete or invalid submissions. This fix resolves an issue in which KP requirements were applied inconsistently, previously allowing submissions to proceed without required KP details or triggering unnecessary validation when KP was not required. |
| Fixed | Jan 22, 2026 | A logic update now automatically prefills and displays all previously submitted answers when a form is renewed or re-invited. Previously, submitted answers were not prefilled when the same internal intake form was renewed or re-invited. |
| Fixed | Jan 22, 2026 | CASE-LINK and CASE-UNLINK events are now handled correctly, ensuring third party details are displayed after a case is linked and cleared appropriately after it is unlinked in the Workflow main tab. Previously, the third party name did not appear in the Workflow main tab after linking a case through the OpenURL form, and unlinking a case did not clear the third party details due to missing event handling. |
| Fixed | Dec 19, 2025 | This system now displays the username correctly in the Created By field when adding workflow conditions and in the initiation logs. Previously, this field was showing a numeric user ID instead of the username. |
| Fixed | Dec 19, 2025 | The Official/Legal Sales Intermediary Company Name (Provide the Local/Native Language Characters) field detects and sanitizes corrupted values before processing, preventing errors during Form handling. The processing used to fail due to corrupted hexadecimal characters in the saved value. |
| Fixed | Dec 19, 2025 |
Workflow execution ensures all required data is available before conditions are evaluated. This prevents workflows from being skipped and includes additional logging to improve monitoring and troubleshooting. After deployment, workflows for impacted third-party (3P) profiles will be re-triggered. Previously, workflows were skipped because required data was missing at the time of evaluation. |
| Fixed | Dec 19, 2025 | Backend processing now functions correctly after configuration updates and corrections to URL formation. Previously, incorrect configuration and malformed URLs caused processing failures. |
| Fixed | Dec 19, 2025 | The database now stores and handles Unicode characters correctly to ensure text is readable. |
| Fixed | Dec 19, 2025 | Live form submissions now create only a single entry in the WORKFLOW_SYNC_TRANSACTION table, ensuring that the workflow triggers only once per submission. Previously, submitting a live Form multiple times before the sync process completed led to multiple table entries and caused the workflow to trigger more than once. |
| Fixed | Dec 19, 2025 | Notifications now display the actual values for Third-Party (3P) custom fields |
| Fixed | Dec 19, 2025 | The system now prioritizes client-specific data over the default custom list. If client-specific data is unavailable, it falls back to the standard option. This resolves the issue where duplicate custom lists appeared when both default and client-specific lists shared the same name. |
| Fixed | Dec 16, 2025 | The system now prevents unnecessary re-reviews by excluding hits with Changed status from the review count after they have already been adjudicated. This ensures that subsequent minor updates to specific Info 4C fields no longer trigger a second review. The fix addresses the recent surge in Changed statuses that created inefficiencies. The additional review added minimal to no value when the initial adjudication was already sufficient. |
| Fixed | Dec 16, 2025 | Media hits in 3P Monitor includes Result ID column to align with the GDC implementation. |
| Enhanced | Dec 16, 2025 |
Improved GDC search results with fewer false positives Get more accurate and relevant Global Data Checks (GDC) results with an upgraded search engine. You may notice fewer false positives and improved search performance. Note
|
| Fixed | Dec 11, 2025 | The system now consistently writes a fresh review note when there is a change and updates the associated record ID. After a reload, the workflow correctly recognizes the item as already handled and continues normally. Previously, selecting the required adjudication reason during hit review stalled the workflow, forcing users to select an alternate reason as a workaround before switching back. |
| Fixed | Dec 11, 2025 | The workflow logic now correctly maps the entity and displays the appropriate adjudication reason in the profile. This change resolves an issue where the system previously showed an incorrect adjudication reason due to workflow logic, not an error in the individual record. |
| Fixed | Dec 11, 2025 | An API enhancement was implemented to accommodate the client’s request. |
| Fixed | Dec 11, 2025 | A code fix ensures the automated approval workflow functions correctly for engagements, resolving an issue where it previously did not function. |
| Fixed | Dec 11, 2025 | The system now skips any items marked as Changed, ensuring that investigators are not prompted to re-review hits that have already been adjudicated under GDC hits Needs review. This prevents duplicate reviews and eliminates unnecessary effort. |
| Fixed | Nov 28, 2025 | The system now includes the REC ID in the external GDC hits grid, improving visibility and supporting faster, more accurate hit adjudication. |
| Fixed | Nov 28, 2025 | A retry mechanism now attempts to fetch key personal details from the DDQ before making the API call. This update ensures a successful sync even if the first attempt fails. It also resolves an issue where these details were not syncing even if the initial attempt fails. This resolves an issue where these details were not syncing to the 3P screening monitor due to inconsistencies between the systems. |
| Fixed | Nov 28, 2025 | A code optimization boosts performance and resolves the slowdown that affected one of the third-party partners. |
| Fixed | Nov 28, 2025 | The token functionality is now more robust. This update resolves an issue where multiple tokens were generated with the same expiration time (race condition). The race condition caused different requests to receive different tokens for the same client, leading to API errors. |
| Fixed | Nov 28, 2025 | The email address from the custom field is now correctly included in the CC field with new null-check validations and enhanced logging. This resolves the issue where the system failed to populate it. |
| Fixed | Nov 28, 2025 | The code now correctly calculates the number of countries assigned and unassigned under each service provider. This update resolves inaccuracies in the content control’s country count. |
| Fixed | Nov 21, 2025 |
The system now includes all hits with a Changed status in the Needs review count, ensuring none are missed. Previously, the system didn’t include these Changed hits in the Needs review total. |
| Fixed | Nov 20, 2025 |
The Description field is now available in the Attachment section of Form 2.0. This field was previously missing. |
| Fixed | Nov 20, 2025 | The latest system updates prevent form-submission errors for certain third parties that were caused by references to deleted users in earlier submissions. We also resolved a related edge-case issue. |
| Fixed | Nov 20, 2025 | Addressed the backend error that occurred when users attempted to add notes and approvals simultaneously, ensuring the action now completes successfully across the entire workflow. |
| Fixed | Nov 20, 2025 | The workflow engine’s rule evaluation log now displays 3P custom field values correctly. Previously, these values appeared blank because the system failed to retrieve them. |
| Fixed | Nov 20, 2025 | The missing translations for the default Yes/No custom list are now available. Previously, these translations were not applied. |
| Fixed | Nov 20, 2025 | Resolved an issue where the user was not properly synced by re-synchronizing their account. Enhanced the sync services to improve user synchronization and prevent recurrence. |
| Fixed | Oct 27, 2025 |
In Forms 2.0, you can use special characters in custom list items and 3P custom fields for dropdowns, checklists, or radio buttons. Allowed characters include: <, >, &, ', ", %, #, @, $, *, /, |, [ ], { }, ( ), !, ?, ~, €, £, ¥, ₹, and ₽, when creating dropdowns, checklists, or radio buttons. Important
Note This upgrade does not affect Forms 1.0, Emails & Notifications, or Out-of-the-Box (OOTB) fields. |
| Enhanced | Oct 25, 2025 |
3PM system upgrade completion The 3PM platform is now running on MySQL 8.0, improving security, performance, and stability. The upgrade was completed during the scheduled EU maintenance window on October 25, 2025, with minimal client impact. No interface or feature changes were made, but you can expect stronger data protection. |
| Fixed | Oct 22, 2025 |
The Needs True Mediation count on the dashboard now correctly aligns with the 3P Monitor. Previously, the dashboard showed six hits for a specific profile, while the 3P Monitor displayed zero true matches due to a miscounting issue. This has been resolved through a code fix. |
| Fixed | Oct 22, 2025 | The recent code fix includes Select All and Unselect All options to the new UI for bulk adjudication in the Case Folders, aligning it with the previous UI. This fix resolves an issue where the Select All option was missing. |
| Fixed | Oct 22, 2025 |
The Key Personnel Report under the Analytics tab is now accessible. A recent code fix ensures the report generates correctly and no longer appears blank, allowing you to view and download key personnel information. |
| Fixed | Oct 22, 2025 | Updated API documentation to reflect recent ISO standard changes, ensuring compliance and clearer integration guidance. |
| Fixed | Oct 22, 2025 |
A recent code fix ensures that the status for undetermined GDC counts now correctly displays as Changed or Unchanged, clearly indicating whether re-adjudication is required. This fix resolves a previous issue where the status appeared blank when undetermined counts were based on a combination of undetermined hits and status changes, making the need for re-adjudication unclear. |
| Fixed | Oct 03, 2025 |
The Accept button in the emails for completed investigations now functions as expected. |
| Fixed | Oct 03, 2025 |
Bulk selection of Global Database Check (GDC) and Media Monitor (MM) screening hits during adjudication now loads significantly faster. 499 records load in about six seconds instead of the previous five-six minutes. |
| New | Sep 23, 2025 |
View Indirect Sanction lists from the Screening results The Ownership & Affiliation Network (OFAC) and EU files are now automatically merged into a single Indirect Sanctions List within the 3PM application, offering unified access to affiliation data for more efficient and comprehensive sanctions screening. To get started with this feature:
|
| Fixed | Sep 23, 2025 |
Fixed an issue for the Support > Case Operations > Case Update utility to correctly support batch deletion of cases based on valid rejection reasons, as part of the Case Closer functionality. This ensures proper updates to both case status and case stage. The key fixes include:
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| Fixed | Sep 23, 2025 | Investigation requests can now be submitted for entities in the following sanctioned countries or regions: Cuba, Iran, North Korea, Syria, and Crimea. Previously, Diligent did not permit investigations in these locations. |
| Fixed | Sep 23, 2025 | The region filter logic has been corrected, ensuring that Client Admin |
| Fixed | Sep 23, 2025 | A code-level fix has been implemented to ensure that selecting a single record from the 3P Custom Field Conflicts WARNING list now loads the corresponding page correctly. Previously, while the list of 3Ps with conflicting data displayed as expected, attempting to open an individual record resulted in the page failing to load. |
| Fixed | Sep 23, 2025 | Code has been implemented to ensure that the submission notification now correctly includes the email address from the custom field (found in the 3P custom field) in the CC field. Previously, these email addresses were not being included in the notifications. |
| Fixed | Sep 23, 2025 | The Quick Search feature on the left panel has been updated to support search queries that include the ampersand (&) symbol. Previously, names containing the character & were not returning results due to unsupported character handling. |
| Fixed | Sep 23, 2025 | A code fix has been implemented to ensure that principal information is included in the PDF generated and downloaded from the SP side, even when the case is submitted through a manual Due Diligence Questionnaire (DDQ). Previously, the PDF did not display any principal details despite them being present in the case folder. |
| Fixed | Sep 23, 2025 | Deleted users are now excluded from the Bulk New 3P Upload Template. Previously, the template was being generated with details of users who had already been deleted. |
| New | Sep 04, 2025 |
Enhanced adverse media monitoring Take control of your third-party media monitoring with upgraded capabilities for faster, more accurate insights.
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| Fixed | Sep 04, 2025 |
Fixed an issue where automated workflows were skipped and failed to update statuses from Pending to Approved. Audit logs were implemented to identify the root cause of the underlying API failure, enabling an accurate and permanent fix. |
| Fixed | Sep 04, 2025 |
Fixed an issue where the yellow permissions key associated with the Admin SSO role was not functioning as expected for a specific client. The admin role was fixed for that particular client. |
| Fixed | Sep 04, 2025 | On the SP login side, when an investigation was ordered, users were unable to review previous cases such as older code GB or updated code UK after recent ISO code changes. This issue has been fixed by addressing the ISO code impact, ensuring that submitted cases can now correctly identify older ISO codes such as GB. |
| Fixed | Aug 20, 2025 |
Fixed an issue where workflows failed due to the permanent deletion of a triggered snippet |
| Fixed | Aug 14, 2025 |
Users can now select or clear the Select All button without errors, improving flexibility when creating a new 3P profile. Previously, users had to manually clear each 3P custom field individually. This issue has been fixed to streamline the profile creation process. |
| Fixed | Aug 14, 2025 | The Internal Owner |
| Fixed | Aug 14, 2025 | Rejection emails are now sent to the correct recipient who submitted the form rather than to the Vendor: Contact Email Address, aligning with the intended functionality. |
| Fixed | Aug 14, 2025 |
The fix deployed on July 24 resolved an issue where case details were not appearing in the Connections tab. Additionally, a new support utility, Extract 3P Persons from Cases, is now available to restore links for existing cases that missed the update. The utility has also been updated to work accurately. |
| Fixed | Aug 14, 2025 | When updating user details such as status, email, or password, the system no longer displays the error message: Could not save user data. This issue has been fixed by removing immutable functionality in the code base. Additionally, all immutable users have been marked as Deleted in both the US and EU regions. |
| Fixed | Aug 14, 2025 | An issue that prevented workflows from triggering correctly after profile creation has been fixed. The solution now ensures that workflows are triggered as expected. |
| Fixed | Aug 14, 2025 | On entering the official company name in the case folder, additional characters & were incorrectly being updated. The issue has been identified and fixed to ensure the company name now accepts & symbol correctly without unwanted characters. |
| Fixed | Aug 14, 2025 | When Media Monitor was disabled under tenant features and settings in 3P monitoring, the Undetermined Media Hits on the dashboard correctly showed 0 hits. However, clicking on it previously displayed a table with data in the Hits column. This issue has now been fixed, and the table will correctly display empty values when no hits are present. |
| Fixed | Aug 14, 2025 | With the recent changes in ISO, the UI now correctly displays GB for United Kingdom profiles. However, the validation results were still showing UK, which prevented users from sending invites. This issue has been fixed by updating the country code to ensure invites can now be sent successfully for profiles in the United Kingdom. |
| Fixed | Aug 14, 2025 |
The existing Cron job has been enhanced with the following improvements:
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| Fixed | Aug 14, 2025 | The inconsistency in how country codes were mapped to country names between Third Party profiles and the Connections tab has been fixed. Now, both GB and UK correctly display as United Kingdom in the UI, eliminating the issue of blank country fields for UK records. |
| New | Aug 06, 2025 |
Introducing AI Opt-In feature You can now give explicit consent to use AI-powered features directly within Diligent’s 3PM platform through a streamlined, secure, and hassle-free way. The interface is responsive and accessible, designed with built-in validation and retry support to ensure a smooth process. An intuitive, audit-ready, and fully compliant with global privacy standards, eliminates the need for extra forms or delays. This feature helps in:
To provide consent: Ensure you review and accept the terms and conditions. Within 24 hours, the support team activates the AI services. For all users
For admins
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| Fixed | Aug 06, 2025 |
Improved error message Fixed an issue where entering an incorrect password for an existing account triggered the misleading message: No User Data Present with this Login ID. The message has been updated to a clearer and more helpful version: Incorrect User ID or Password. Please check your credentials and try again. This version offers better guidance during login attempts. |
| Fixed | Aug 06, 2025 |
Third-Party supports alphanumeric characters The FAX and phone fields on the Third-Party Profile now allow the entry of alphanumeric characters, restoring their previous flexibility. This positive update follows an earlier security fix that had restricted these fields to numeric input only. |
| Fixed | Aug 06, 2025 |
Easily download spreadsheet with enhanced column support The system has been updated to use the .XLSX format, which supports up to 16,384 columns. This improvement removes the previous limitation of 256 columns and ensures that all users can now successfully download the Upload Third-party Profile Spreadsheet from the Support tab, even when the maximum number of custom fields is used. |
| Fixed | Aug 06, 2025 |
Temporary API update for Trident Energy State display To ensure smooth operations during the transition, the API has been updated to display only the state name for Trident Energy. This temporary change accommodates recent updates to the state code following the ISO release and will remain in place until Trident Energy's setup is fully completed in the SAP system. |
| Fixed | Aug 06, 2025 |
Corrected stage status display for improved accuracy The stage status now correctly reflects the actual case status, ensuring it only shows Needs Review when a review is genuinely required. This fix resolves the earlier issue where the status was incorrectly displayed, improving clarity and user confidence in the system. |
| Fixed | Aug 06, 2025 |
Improved error messaging for Workflow status Fixed an issue to ensure error messages with timestamps are now shown only for uncompleted workflows, aligning with client feedback for clearer system log tracing. Previously, these messages were incorrectly appearing for completed workflows. The issue has been resolved, and the date format has also been corrected for consistency and clarity. |
| Fixed | Aug 06, 2025 |
Resolved: Report generation issue due to incorrect column reference The issue with report generation has been resolved. Reports that include the Case State / Province field now run without errors. The fix involved updating the query to reference the correct column, caseCountry, in the Cases table. The error was caused by a reference to a non-existent column named country. No changes to the database schema were required. |
| Fixed | Jul 28, 2025 |
Fixed an issue where workflows and snippets were not triggered based on the primary risk rating. The system now accurately detects the primary risk rating and initiates the correct workflow and snippet as per the configured rules. |
| Fixed | Jul 28, 2025 |
State Field Update on Live Forms Fixed an issue where form participants couldn’t select None in the State field for countries without defined states. The form now correctly displays None in these cases, ensuring consistency with the Third-Party Manager screen. |
| New | Jul 23, 2025 |
Enhanced adverse media screening and search results with AI Investigator AI Investigator now delivers more comprehensive and intuitive search results by consolidating data from watchlists, Politically Exposed Persons (PEPs), and adverse media sources, presented in a streamlined format similar to Diligent’s Global Database Check (GDC).
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| Fixed | Jul 23, 2025 | Fixed an issue where the Select All option for 3P custom fields did not allow all fields to be deselected at once. The Select All button can now successfully toggle between selecting and clearing all custom fields without errors, streamlining the creation of new 3P profiles. |
| Fixed | Jul 23, 2025 | Fixed an issue where the staging status was incorrectly shown as Needs Review even after all GDC hits were reviewed or when no GDC hits were present. The logic has been updated to display the correct status based on the actual review state. |
| Fixed | Jul 23, 2025 | A user-friendly pop-up message is now displayed stating: Your session has expired due to inactivity. This ensures clear communication when a session ends. Previously, sessions would expire after one hour of inactivity without any notification, leading to confusion. |
| Fixed | Jul 23, 2025 | The verbiage in the support utility has been corrected to display Assign Region and Sponsor Email for Countries instead of the incorrect Countires. This update ensures accurate labelling. |
| Fixed | Jul 23, 2025 | The Due Diligence tab now supports sorting case numbers in both ascending and descending chronological order by default. This enhancement improves usability and case tracking efficiency, making it easier to navigate case history. |
| Fixed | Jul 23, 2025 | Audit logs have been implemented to track instances where key personnel are missing from DDQs returned by suppliers. This enhancement improves visibility into such occurrences for future analysis and resolution. Previously, the issue was intermittent and required manual entry by the client without any tracking mechanism in place. |
| Fixed | Jul 23, 2025 | To enhance reliability, explicit API routing and audit logs have been implemented to prevent skipped automated approvals in the workflow. This update addresses a previous issue where an API failure caused the workflow to bypass an automated approval step. |
| Fixed | Jul 23, 2025 | Notifications now correctly trigger when the Add Workflow Triggers utility is run, ensuring proper communication. Previously, no notification was sent when initiating an add trigger workflow. |
| Fixed | Jul 23, 2025 | SP Lite notification emails are now successfully sent when an investigation report is ordered. This issue was resolved by correcting the logo path and upgrading PHP to ensure proper email functionality. |
| Fixed | Jul 23, 2025 | The Stage status in 3P Monitor now accurately reflects the review state, displaying the correct status after all GDC hits have been reviewed or when no GDC hits are present. Previously, it incorrectly showed Needs Review in these cases. |
| Fixed | Jul 23, 2025 | Notification messages for delete actions in the Content Control Scheduling tab now appear at the top of the screen for improved visibility. Previously, these notifications were shown at the bottom, making them easier to miss. |
| Fixed | Jul 23, 2025 | The legacy forms now correctly map the region and department for the sponsor email. This issue was previously missed in the earlier release and has been fixed to ensure accurate email assignments. |
| Fixed | Jul 23, 2025 | New sanction records have been consolidated into a single file named Sanction and Sanction List (Additional), sourced from Info4C. This data is now live in production. To access, navigate to Settings > Content Control > GDC filter, where you can find the new Sanction filter available for use. |
| Fixed | Jul 23, 2025 | Custom report builder exports now correctly include third-party state values when populated in the 3PM profile. Backend code improvements are made to better handle state names and state codes, resolving the issue of blank values in exports. |
|
Early Adopter |
Mar 26, 2025 |
The enhanced AI-powered virtual assistant focuses on reducing response turnaround time and improving the quality and structure of responses for both existing and newly introduced prompts. Additionally, collects feedback on assistant responses, focusing on open prompts to assess response quality. |
|
Early Adopter |
Apr 23, 2025 |
Generated using Risk Intelligence Data (RID), the report automatically creates a case folder. You can convert it into an analyst-led investigation to streamline your workflow and ensure accuracy. This enhancement ensures human review of AI-generated content through the Due Diligence feature before making business decisions. |
|
Early Adopter |
Dec 25, 2024 |
New AI-powered due diligence reports consolidate key risk data from global sanctions watchlists, Politically Exposed Persons (PEPs) databases, and adverse media sources to provide a holistic view of third-party risk. |
|
Early Adopter |
Oct 10, 2024 |
The new, modernized layout feature offers a user-friendly interface, refined filters, and seamless AI compatibility. This feature provides enhanced functionality and a consistent experience, without changes to your adjudication and remediation flows. This feature is applicable only for the EAP customers who have AI MM summarization enabled. |
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Early Adopter |
Oct 3, 2024
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The new AI Virtual Assistant feature allows you to access comprehensive information about a specific third-party profile. It can generate relevant case details, and associated risk insights, streamlining your research and decision-making process. This feature helps enhance efficiency and ensure informed evaluations. |
|
Early Adopter |
Sep 6, 2024 |
The AI-powered article summarization feature transforms lengthy articles into concise (200–250 word) summaries, highlighting negative sentiments and derogatory themes identified in adverse media monitoring results. These insights help you review cases faster and make confident, well-informed decisions. |
| New | Aug 8, 2024 |
You can use multiple risk models to associate more than one risk model with a third-party type and category. This allows you to view different risks associated with a third party based on specific relationships with a client. |
| New | Jul 24, 2024 |
The Bring Your Own License (BYOL) feature allows you to use your own license for UBO data. |
| New | Jul 24, 2024 |
You can view UBO data version history and compare changes between versions. |
| New | Jun 27, 2024 |
When an enhanced risk assessment feature is activated, the risk assessment searches submitted DDQs for the most recent one containing a DBI model. The overall risk assessment then uses the highest-risk country indicated in the DBI model. |
| New |
Apr 4, 2024 |
You can use the single trusted source of UBO data provided by Dun & Bradstreet for search and extraction of third-party data. |
| Fixed |
Feb 22, 2024 20240212.5 |
Fixed an occurrence where the Continue button was missing. |
| Fixed |
Feb 22, 2024 20240212.5 |
Fixed an issue where the system was not sending email notifications to the requestors. |
| Fixed |
Feb 22, 2024 20240212.5 |
Fixed an issue where the workflow was created bu the questionnaire was not setn. |
| Fixed |
Feb 12, 2024 v2024.5.0 |
Fixed an issue to that now Third-Party Manager captures the response submitted in the intake form for critical and mandatory questions. |
| Fixed |
Feb 12, 2024 v2024.5.0 |
When a value is edited in custom fields then saved, the value was not always updated. This issue has been fixed to the value is updated. |
| Fixed |
Feb 12, 2024 v2024.5.0 |
Fixed an issue where the 3P monitor was not triggering screening for 3P profiles. |
| Fixed |
Feb 1, 2024 v2024.3.1 |
API response time improved. |
| Fixed |
Jan 24, 2024 v2024.3.0 |
An issue where custom reports displayed as blank has been fixed. |
| Fixed |
Jan 24, 2024 v2024.3.0 |
An error was fixed where submissions were only sending emails to the requestor not the cc recipients. |
| Fixed |
Jan 24, 2024 v2024.3.0 |
All answers are now visible for the get case details option when downloading a case PDF file . |
| Fixed |
Jan 24, 2024 v2024.3.0 |
Connections detail of the PDF download is now included. |
| Fixed |
Jan 18, 2024 v20240111.4 |
Workflow status changes automatically appropriately. |
| Changed | Jan 15, 2024 v2024.1.0 |
In the Case Summary tab, the tab is renamed as CASE REJECT/CLOSED DETAILS from CASE REJECTION DETAILS. |
| Fixed | Jan 15, 2024 v2024.1.0 | An access issue is resolved. |
| Fixed | Jan 15, 2024 v2024.1.0 |
The following email form templates were updated.
|
| Fixed |
Dec 15, 2023 v2023.49.0 |
The Continue button is now visible in Your Questionnaire. |
| Fixed | Dec 12, 2023 v20231207.0 |
Ownership percentage displays correctly. |
| Fixed | Dec 12, 2023 v20231207.0 |
Questionnaire attachments can be uploaded without saving and exiting the questionnaire. |
| New |
Dec 7, 2023 v2023.48.0 |
The engagements feature has been expanded to include:
|
| Fixed |
Nov 24, 2023 v2023.46.0 |
Due Diligence questionnaires are correctly pre-populated and may be edited. |
| Fixed |
Nov 16, 2023 v20231108.5 |
Conditional snippets |
| Fixed |
Nov 2, 2023 v2023.43.0 |
Training invitations are sent and reflected in the audit log correctly. |
| Fixed |
Nov 2, 2023 v2023.43.0 |
Issues are resolved surrounding missing snippets, risk ranking, action result, and date accuracy. |
| Fixed |
Nov 2, 2023 v2023.43.0 |
If a renewal date is set, the renewal is triggered on the date in the Custom Date field. If the date field is blank, no renewal is triggered. |
| Fixed |
Nov 1, 2023 v20231101.1 |
The email notification now displays the third-party’s name after risk assessment in the correct language. |
| Fixed |
Oct 19, 2023 v2023.41.0 |
Resolved an inconsistency between the Due Diligence, Review 3P Monitor on-screen date and the downloaded report. |
| Fixed |
Oct 19, 2023 v2023.41.0 |
Added logging for Renewal, Approval, and Reminder Notifications to assist in isolating notification results. |
| Fixed |
Oct 13, 2023 v2023.40.0 |
An API issued for TPM Profile Creation using POST /thirdparty/profile is fixed. |
| Fixed |
Oct 5, 2023 v2023.39.0 |
In the API, Country code can be sent without a State code without error. |
| Fixed |
Oct 5, 2023 v2023.39.0 |
The third-party API accepts email addresses with a single quote mark, for example, l'name@company.com. |
| Fixed |
Oct 5, 2023 v2023105.1 |
When exporting a form, the PDF export works in all languages. |
| Fixed |
Oct 5, 2023 v2023105.1 |
When fixing a broken link case then a 3P profile, the point of contact, email, and phone numbers populate automatically. City populates correctly. |
| Fixed |
Sep 28, 2023 v20230926.2 |
Custom Notification are created without error. |
| Fixed |
Sep 28, 2023 v20230926.2 |
A limited number of custom fields were missing from Form Builder. The fields are now available in Form Builder. |
| Fixed |
Sep 28, 2023 v20230926.2 |
Custom list values are translated after importing a translated form so all content of a form in the desired language. |
| New |
Sep 21, 2023 v2023.37.0 |
3P Engagements accommodate legal entities or business units in your organization that work with the third-party and require different due diligence and risk evaluations. A 3P Profile can have one or more 3P Engagements. |
| Fixed |
Sep 21, 2023 v2023.37.0 |
API accepts valid email address. |
| Fixed |
Sep 7, 2023 v2023.35.0 |
Third-Party Manager Support link and the Subscriber Support link points to the correct URL. |
| Fixed |
Sep 7, 2023 v2023.35.0 |
Corrected formatting on notifications for forms. |
| Fixed |
Sep 7, 2023 v2023.35.0 |
On the Add System Email page, the correct Case Types display. |
| Fixed |
Sep 7, 2023 v2023.35.0 |
Corrected the email system link with password to redirect to the correct URL. |
| Fixed |
Aug 7, 2023 v2023.31.0 |
An API error is fixed that caused an error in creating third-party profiles. Cases are now appropriately linked to a third-party. |
| Fixed |
Aug 7, 2023 v2023.31.0
|
Email formatting displays correctly. HTML tags do not display. |
| Fixed |
Aug 2, 2023 v20230802.1 |
Custom lists and fields now successfully sync to Form Builder to be available in the Form Builder question dropdown. |
| Fixed |
Aug 2, 2023 v20230802.1 |
Intake form question responses now display appropriately under Case Management, Case Folder, Questionnaire. Custom field questions now display appropriately under Third Party Management, Profile Detail, Custom Fields. |
| Enhanced |
Aug 2, 2023 v20230802.1 |
Case summaries related to country now display as the full country name rather than the code. For example, in Case Management, Case Folder, Company, the Company of Registration displays as India versus IN. |
| General Comment |
Aug 2, 2023 v2023.30.0 |
The API reference, Rate limitations section in the help has been updated to: The default for API requests is 600 per hour. A best practice is to not make more than 6 requests per second or a maximum of 6,000 per hour. Avoid making unnecessary requests to the API. |
| Fixed |
Jul 24, 2023 v2023.29.0 |
The case Audit Log is now updated when a training record is canceled or deleted. |
| Fixed |
Jul 24, 2023 v2023.29.0 |
In a rare scenario, a workflow snippet was not called as expected. The issue has been fixed. |
| Fixed |
Jul 24, 2023 v2023.29.0 |
An issue is resolved where, in certain geographical areas, new users receive an email with an incorrect redirect URL and credentials. |
| Enhanced |
Jul 24, 2023 v2023.29.0 |
Training can be canceled, and an email sent to trainees. |
| Fixed |
Jul 20, 2023 v20230720.1
|
An isolated instance where Internal Intake Form questions were not displaying on the Case Folder is fixed. |
| General Comment | Jul 12, 2023 v2023.27.0 |
API content is added to the online help. |
| Fixed |
Jun 29, 2023 v20230626.1 |
Questionnaires must have unique names. |
| Fixed |
Jun 29, 2023 v20230626.1 |
IP of the remote client of the user accessing the form is captured. |
| Fixed |
Jun 29, 2023 v20230626.1 |
All form submitted question responses display. |
| Fixed |
Jun 29, 2023 v20230626.1 |
Data is logged to the correct table for reporting. |
| Fixed |
Jun 29, 2023 v20230626.1
|
Labels, tooltips, error messages, validation messages, and button text on the landing page per the language dropdown value. If the translation text is not available for the selection, the text for English language is displayed. |
| Fixed |
Jun 29, 2023 v20230626.1 |
The languages for an Active or inactive questionnaire version are displayed. Editing a form allows you to add a language. |
| Fixed |
Jun 29, 2023 v20230626.1 |
In the Anti-Corruption Compliance Declaration (ACL) text, you can now add three more placeholder
|
| Fixed |
Jun 28, 2023 v2023.25.0 |
Expected information displayed on tabs. Unnecessary tabs removed. |
| General Comment |
Jun 28, 2023 v2023.25.0 |
Identified that renewal forms are only available for external forms not internal forms. |
| Fixed |
Jun 14, 2023 v2023.23.0 |
Emails with HTML in the cc display correctly. |
| Fixed |
Jun 14, 2023 v2023.23.0 |
Custom Report Builder displays country and state correctly. |
| Fixed |
Jun 14, 2023 v2023.23.0 |
True Matches can be viewed. |
| Fixed |
Jun 14, 2023 v2023.23.0 |
Able to sort column headers on GDC and Media Monitor. |
| Fixed |
Jun 14, 2023 v2023.23.0 |
AI Investigator functions as designed, including returning a profile, scrolling, and the Back to Results button. |
| Fixed |
Jun 14, 2023 v20230608.3 |
On Workflow, Overview, the Export button is now disabled when there is no data. |
| Fixed |
Jun 14, 2023 v20230608.3 |
Workflow notification for third-party custom email works without error. |
| Fixed |
Jun 14, 2023 v20230608.3 |
DDQ questions display on the Case Folder. |
| Fixed |
Jun 14, 2023 v20230608.3 |
You can now insert a page break with the Enter key in an online form. |
| Fixed |
Jun 14, 2023 v20230608.3 |
In the internal intake form, if the response requires an explanation, the response is now carried over to the exported form. |
| Fixed |
Jun 14, 2023 v20230608.3 |
You can now edit a SCROM question in any language without error. |
| General Comment |
Jun 14, 2023 v20230608.3 |
Added a new topic for end users. |
| General Comment |
Jun 14, 2023 v20230608.3 |
The online Help Analytics topics have been expanded. |
| Fixed |
Jun 7, 2023 v2023.22.0 |
In Settings, the Notices tab works without error. |
| New |
May 31, 2023 v2023.21.0 |
You can update Case Reject Codes. |
| Fixed |
May 31, 2023 v2023.21.0 |
The Subscriber Support link goes to a page to submit a support request and view existing tickets. |
| Fixed |
May 31, 2023 v2023.21.0 |
Corrected an issue to ensure private 3P Type Categories do not display in the drop down list. |
| Fixed |
May 17, 2023 v2023.19.0 |
Workflow sends out forms correctly. |
|
Fixed |
May 17, 2023 v2023.19.0 |
The password reset process functions. |
| Fixed |
May 3, 2023 v2023.16.1 |
Renewal trigger works. |