25.2.2 Features
Note:
Minor releases are now deployed with zero downtime, giving users immediate access to new features without interruption. A release window during regular business hours will be communicated in advance, during which all users will continue to have full access to the system.
Requirement Similarity
Requirement Similarity is an AI-powered feature that allows Compliance teams to identify similar regulatory obligations (requirements) both within the same framework and across different frameworks. This allows them to:
- Support multi-jurisdictional regulatory programs
- Simplify migration across regulatory providers
- Understand existing regulatory obligation coverage when adding new products or services
- Identify regulatory themes across the regulatory environment.
This feature uses a text embedding model which converts the name and description of library requirements in a non-archived workflow state into numerical vector representations or embeddings. Requirement names and descriptions with similar semantic meanings will have vectors that are numerically close to each other. Each embedding will be assigned a similarity score based on its numerical closeness to the query embedding. Embeddings that have a similarity score of greater than or equal to 0.4 (as assessed by the model) will be returned and displayed to the user.
Each similar requirement will be assigned a confidence score of Low, Medium, or High based on the similarity score.
- Low = 0.4 - 0.59
- Medium = 0.6 - 0.79
- High = 0.8 - 1.0
The Requirement Similarity feature can be self-enabled from the AI Quick Actions section on the Feature Access screen, and can be added to a configurable form.
Benefits
This feature allows Compliance teams to:
- Understand regulatory requirements across jurisdictions, industries, and regulators.
- Report on and make informed resourcing decisions based on regulatory themes (which are defined by groupings of similar requirements).
- Identify when new regulatory requirements are related to existing requirements without having to pay for customized guidance.
- Look at requirements holistically to identify broader or more systemic and significant risks.
- Use the same action to resolve multiple, similar requirements.
Supporting Documentation
Please refer to the following articles for further information on using the Requirement Similarity feature in Resolver:
- Enabling the Requirement Similarity Feature on an Org
- Adding the Requirement Similarity Feature to a Form
AI-Generated Regulatory Summarization
We’ve renamed the AI-Generated Requirement Summary feature to AI-Generated Regulatory Summarization. With this update, you can now generate summaries for the following object types:
- Requirement
- Requirement Detail
- Sub-Topic
SCIM 2.0 User Provisioning
Note:
SCIM 2.0 User Management is being released as a beta feature. If you would like to participate in the beta testing, please reach out to your Customer Success Manager.
Resolver’s addition of the System for Cross-domain Identity Management (SCIM) User Provisioning will allow IT Administrators to manage Resolver users in one spot with the industry standardized SCIM 2.0 protocol integration with their IdP. This means that Administrators will not have to track user access in multiple places when users are onboarding or leaving their Orgs.
Resolver’s implementation of SCIM offers a standard schema for users and groups, and is intended to support the following resources:
- Group
- User
- Service Provider Config
- Resource Type
- Schema
Additionally, it is intended to support the following operations:
- Creating Users
- Retrieving Users
- Retrieving Users by Query (support for sorting, filtering, and paging)
- Updating Users
- Deleting Users
- Retrieving Groups
- Retrieving Groups by Query (support for sorting, filtering, and paging)
- Updating Groups (supports changes to externalId, displayName, and group membership)
Furthermore, Resolver’s SCIM 2.0 User Provisioning is intended to support Entra Id (formerly Azure AD) and Okta IdPs.
Benefits
- User access and permissions are now automated based on a set of organizational rules, saving time and effort for Administrators.
- IT Administrators can now easily ensure that only users who are authorized have access to Resolver and are assigned the appropriate roles.
Enhanced Customization for Secure Access Portal Landing Page
Users can now tailor the messaging displayed on the Secure Access Portal landing page. This includes customizing the header, as well as the subtitles and descriptions for both creation and access experiences. All changes are applied instantly and reflected in real time.
Benefits
- Align your Secure Access Portal with your company’s branding and messaging.
- Provide necessary guidance to Portal users.
Supporting Documentation
Please refer to the Creating a Secure Access Portal article for further information on customizing the Secure Access Portal landing page.
Exiting the Portal
We’ve added a convenient Exit link to the Portal, giving users more control over their session. Instead of waiting for a session timeout, you can now exit the Portal by clicking the Exit link.
Clicking the Exit link will end a user’s Portal session and take you to the new You Have Exited the Portal screen. From there, users can click the Access Portal button to access the Portal again or open a new browser tab and access Resolver with their credentials.
Supporting Documentation
Please refer to the Using the Confidential Portal article for further information on using the Confidential Portal.
Create Forms from Object Type and Assessment screens
Administrators can now create a form directly from the Overview tab on both the Object Type and Assessment screens. Clicking the Create Form button initiates the form creation process without leaving the current screen. Both Standard and Navigation forms are supported, and when creating a Navigation form, the available data definitions are automatically filtered based on the selected object type.
Supporting Documentation
Please refer to the following articles for further information on creating a from from an object type or assessment:
- Creating a New Assessment Type
- Creating a New Object Type
- Create a New Standard Form
- Create a Navigation Form
Name and Description Concatenations for Assessments
Administrators can now configure Name and Description concatenations for assessment types, enabling consistent naming conventions across all assessments of the same type.
Supporting Documentation
Please refer to the Assessments Name & Description Concatenations section for further information on Name and Description concatenations for assessments.
View Latest Updates
The View Latest Updates feature helps users quickly identify recent changes to object data. When enabled, users can open a form in a read-only view that highlights the most recent modifications to each field—showing additions, deletions, and the date of change—making it easy to track updates at a glance.
To enable this feature, Administrators can turn on the Enable View Latest Updates toggle in the Edit Form Settings panel of existing forms. Additionally, they can choose to have the form open directly in the redlined view by clicking the Automatically enable View Latest Updates when opening this form checkbox.
This feature currently supports the following field types:
- Name
- Description
- Text
- Date
- Single-select
- Multi-select
Supporting Documentation
Please refer to the Enable View Latest Updates on a Form article for further information on using View Latest Updates on a form.
Filter by Selected Data When Reviewing Assessment Scope
When reviewing the scope of an assessment, users can now toggle between viewing all data or only selected data within the scope to streamline scope reviews.
UX Improvements
Improved Two-Way Email Communication Opt-In on the Portal
Note:
This feature is behind a feature flag since translations for some content is not yet available. If you use the Portal in English and are interested in enabling this feature, please contact your Customer Success Manager.
We’ve updated how users can opt into two-way email communication to provide a smoother, more intuitive experience. The opt-in section on the form has also been updated so that users will now complete the process directly on the same screen, eliminating the need for a pop-up.
Improved Portal Submission Experience
We’ve made some changes to the Portal submission process to make your workflow smoother and more intuitive, and to prevent the risk of data loss. Here's what’s new:
- We've removed the fullscreen icon from palettes during the creation flow. This helps prevent accidental navigation away from a form.
- When you click on a related object within a palette, it opens in a new palette on top of the current one, rather than switching to fullscreen mode. You can stack multiple palettes, close the top one, or use the new Return button to return to the previous palette.
Due Date Filters
Due Date filters give users a snapshot of how many tasks are overdue or due within the next 7 days without searching through their full task list. Now, with one click, users can filter directly to overdue or due soon tasks, making it easier to focus on what needs attention first.
Note:
The Due Date filters will only appear for a user if there is at least one object in the user's My Tasks list that has a due date.
Supporting Documentation
Please refer to the following articles for further information on due dates:
Filter Unread Alerts in the Communications Pop-Up
Users can now focus on unread alerts in the Communications pop-up by using the new Show unread only checkbox. This filter will show only unread alerts, making it easier to focus on new items that require their attention.
Note:
The selected filter preference is remembered on the same device, so users won’t need to reapply it each time they log in.
Supporting Documentation
Please refer to the Communications Pop-Up article for further information on filtering by unread alerts in the Communications pop-up.
Enabling AI Quick Actions in Feature Access
From the AI Quick Actions section on the Feature Access screen, Administrators and Settings Management advanced permission users can self-enable the following features in Resolver:
- AI-Generated Regulatory Summarization
- Requirement Similarity
Note:
If you previously enabled the AI-Generated Requirement Summary feature on a form, it will now be automatically updated to a Summarize Regulatory Text button within the AI Quick Actions section of that form.
Supporting Documentation
Please refer to the Feature Access section for further information on enabling AI Quick Actions on an Org.
AI Quick Actions on Forms
When users enable either the AI-Generated Regulatory Summarization or Requirement Similarity features from the AI Quick Actions section on the Feature Access screen, they can then add these capabilities to a configurable form. Once enabled, a dedicated AI Quick Actions card will appear directly within the form, allowing users to use these features with the click of a button.
The AI Quick Actions card will only display on the Edit Configurable Forms screen if an AI Quick Action feature is enabled and the form is for an object type used by the AI Quick Action feature. If Requirement Similarity is enabled, the AI Quick Actions card will be displayed on Requirement object type forms. If Regulatory Summarization is enabled, the AI Quick Actions card will be displayed on Requirement, Requirement Detail, and Sub Topic object type forms.
Note:
When viewing similar requirements from a navigation form, moving between objects when the navigational tree and AI Quick Actions palette are open can cause display issues. This has been prioritized for a fix in an upcoming release. In the meantime, if you encounter this, refreshing your browser page will resolve this issue.
Supporting Documentation
Please refer to the AI Quick Actions on a Form section for further information on using AI Quick Actions on a form.
Improvements
- Updated APIs with improved CSP headers for increased security.
- Implemented whitelist of file types that are allowed to be uploaded.
Bug Fixes
- Fixed templated report export documents to remove HTML tags from comments.
- Resolver will not accept invalid date and time formats during data import.
- Fixed an issue where files attached via data import were not returned in search results.
- Fixed an issue where objects with updated states from data import were incorrectly filtered by their previous states.
- Text highlighting was not applied to search results in user management search.
- Fixed an issue where the icon to delete an axis in heatmap configuration was not visible.
- The Details tab now gets proper highlighting to indicate it is selected.
- Now, objects will be automatically removed from the My Tasks list after state change.
- Improved positioning of popovers so they don’t hide off-screen.
- Fixed heatmap configuration so auto-save no longer has flickering text as saves are happening while typing.
- Users no longer receive an error when loading a starred report that no longer exists after being removed via Org import.
- The object type will now only display once under Current Search Parameters when searching for an object using global search.
- The checkbox in the Add Assessments to Update palette will now allow users to select or unselect assessments.
- Add User to User Group and Remove User from User Group, and Add User Group to Role and Remove User Group from Role events will continue to be created in User Audit Trail.
- Accessing an assessment object via global search reverts to the library object when opened in palette.
New Content Translations
Please review the file below for all new content translations added to the system.
Release 25.2.2 Translations Update List.xlsx
If your organization is utilizing the Language Translation feature, please download a new Language template (for your required language) and filter the Language column (last column) by empty cells, indicating new content. Any empty cells in the Language column must be translated, and the Language Template file must be uploaded to the system for changes. For further information, please refer to the Add a Language article.