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September 2025 - Release Notes

We're excited to announce a set of powerful new features coming with our September 12th, 2025 release. Driven by your valued feedback, these enhancements will streamline workflows, boost productivity, and elevate your overall user experience.

Release Notes

DD360 / BNM360 / Vendor360 / Cyber360 / Assess360 / MSA360 clients

General

We're introducing several enhancements to improve platform functionality and usability:

  • Streamlined Auto Issues Management: Auto Issues now appear in a dedicated tab when importing and exporting questionnaires. The simplified layout makes offline editing significantly easier.
    • To view this please Navigate to Assessments>>Manage questionnaire>>Create>> Import Questionnaire and Download the Import Template:
    • Click on the ‘Auto Issues’ tab to view or add details for creating Auto Issues corresponding to each question.
    • In this users can enter data for each auto issue in one row. Column represents the  reference to the question (like Question Row Number - excel row number of the question in the “Import Sheet”), Question#, Question Text, Answer Options), Issue Trigger, and the data for the issue (example: Issue Name, Issue Description, Issue Recommendation, Status, Due date,custom attributes)
    • Note:  Post release, exporting existing questionnaires with auto issues rules will automatically populate the “Auto Issues” tab.
  • Observed Answers for Follow-Ups: You can now add observed answers directly to follow-up questions, allowing for more comprehensive and flexible evaluations.
  • Improved Follow-Ups Visibility: When a follow-up is reopened (for example, to send a clarification), the sender can view the reopened follow-up, its answer history, and any open clarifications. Note: When a recipient deletes a follow-up and its clarifications, they will remove this information from the sender view.
  • SCD Monitoring Enhancements: Vendors marked as “Inactive” in the Questionnaire portal will not be automatically removed from SCD
  • Responder side branding: The vendor/responder portal will be branded with BlueVoyant brand colors. This will apply automatically when the URL is “assessments.bluevoyant.com”.  In this release, we are targeting the following:
    • Login Page
    • Registration Page
    • Portal header and footer 

AI Reporting

Intelligence and Insights

We’re giving users greater control over Executive Reports with a completely new generative report builder that offers a step-by-step experience. This replaces the previous AI Insight Report. Key benefits include building custom templates (report types) and defining exactly what data and insights you want in each section.

  • New Report Actions: From the The Executive Report page, users will see the option to Run Template or Generate Report. The former lets users run existing templated reports while the latter opens the new generative report flow.
  • Customizable Report Types: In the new flow, users can add a new report type and define sections. In each section you can tell our AI Assistant which information to look for and how to write up the information. Users can use quick templates like “trading information” or write customized instructions. We will also make available several out of the box reports that users can copy and customize.
  • Select Data: When running a report, select both your Report Type and relevant data. Unlike previous reports, you can now combine information from multiple managers/partners, their files, assessments, or even upload ad hoc data.

To enable this feature, reach out to your account manager.

Note to Clients

  • We've updated our Support options: After the September release, the live chat option will be unavailable. However, users can still easily submit support tickets for any questions or issues using the in-app help widget or the support portal.
  • Our release will start at around 5 pm ET and will take approximately 1 hour to complete. Some application areas may experience reduced functionality for a brief period.

Release Notes Details

To view the release notes details, click here.