Cycle 22

New Features

  • Notifications: users can now opt-in to receive email notifications when bookmarked filings change from a Pending status to Approved. See the 'Notification Settings' in the user settings list to enable notifications and decide how you want to receive these updates

Notification Settings page with the option to enable/disable email notifications, and to decide how frequently notifications should be sent
An example of a notification email
  • We have plans to expand the types of notifications users can receive in the future, so stay tuned as we continue to improve on this feature!

Improvements

  • AI Assistant - Filing Attachments: when analyzing a filing or groups of filings, the AI assistant now has access to the filing's associated attachments, allowing for users to ask for additional information that may not be included in the filing itself

AI Assistant conversation about included attachments

Bug Fixes

  • INS-1099 and INS-1100: added missing filings and corrected filings with missing attachments

  • INS-1098: fixed a padding issue with the Brief Builder logos and header text

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