A dedicated workspace to streamline drafting responses to regulator objections.
Refreshed Object Response Page with new appearance
Review original text alongside AI drafts, refine sections via chat, and easily export your finalized response.
Once an initial response is generated, users will now be shown the Objection Response Workspace, where users can work with our built in tools and the AI Assistant to adjust the response to fit the desires tone and content.
The new Regulator Objection Response Workspace, with the tone selectors highlighted
Select a tone with the 4 options highlighted above, or select one of the generated responses that matches the desired tone.
The AI Assistant can also suggest updates through the 'Suggested Changes' button below the tone selector. Selecting this lets a user enter a prompt like they would with the standard AI Assistant to direct how they want the response updated
AI Assistant: Dynamic Filter Management
The AI Assistant can now interact with and adjust active filters on any page across the platform. Instead of making manual updates, simply ask the AI to modify your criteria to instantly refine your view through natural conversation.
A clip showing the AI Assistant removing applied filters
Search: Attachment Indexing
Global search now indexes content within all filing attachments. A new "Attachments" results tab clearly attributes matches and provides direct deep-links to the source documents.
Search results when on the "Attachments" tab, with the tab and the link to the resulting attachment highlighted
Improvements
Query Builder: Expanded CSV Exports
We’ve significantly increased the CSV export limit from 1,000 to 100,000 rows. This allows you to seamlessly extract much larger datasets directly from the Query Builder for comprehensive offline analysis.
