Cycle 36

New Features

AI Assistant: Upload PDFs for Context

• Attach a PDF directly in the AI Assistant chat and ask questions with it as active context - great for reviewing a rate manual, form, or outside document alongside your conversation.

• These conversations can be bookmarked, but won't be saved beyond 30 days.

AI Assistant window highlighting the new Upload button and the details provided.

AI Assistant: Visual Source Previews

• Hover over a source link in the AI Assistant to see a visual snippet of exactly where the answer came from, and click through to open the source PDF with the relevant section boxed for quick reference.

Source preview shown from an AI Assistant conversation.

AI Assistant: Complete PDF Exports

• Charts and visuals generated during a conversation are now included when you export to PDF.

An example of a PDF export with a graph included

Improvements

Data Freshness: Accurate "Last Updated" Dates

• The "Last Updated" date shown across the platform now reflects the most recent data refresh, giving you a true signal of freshness.

Filings Browser with the updated "Last Updated" section highlighted

Bug Fixes

INS-1949: fixed an issue where some filing page counts were incorrectly set on the Filing Detail View

INS-2586: fixed an issue where District of Columbia was not select-able as a preference