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March 2026 Pre-Release Notes

We're excited to announce a set of powerful new features coming with our March 13th, 2026 release. Driven by your valued feedback, these enhancements will streamline workflows, boost productivity, and elevate your overall user experience.

Pre-Release Notes

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

Platform

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

  • Custom Objects (Custom Records): You can now create custom objects and custom fields to track information beyond Partners and Products (e.g., Systems, Cross Trades, Key Personnel). In this release, custom objects are limited to custom records that are children of an existing object (like a Partner or Product). Users can add, edit, import, and export custom records. Note: In a future release, we plan to support additional custom object types and allow custom objects to be collected within assessment workflows.
  • Archiving Products: Users can now archive and unarchive products directly from the Product’s list page. (Note: Product is commonly renamed to Account or Fund).
  • Hide archived records in lookups: Lookup fields (on detail pages and publishing workflows) will no longer show archived records in typeahead search results. If you need to select an archived record, click Find to open the table picker and adjust the table settings to show archived records. This change helps declutter common workflows.
  • Partner Permission Groups: Admins can now create Partner Groups to grant access to sets of Partners at once (e.g., an “Americas” group). When adding a user, admins can assign them to one or more Partner Groups. This does not replace individual Partner access. Admins can continue granting access to specific Partners in addition to group-based access.

Issues

We’ve made enhancements to the Issues Module to improve its usability and provide greater workflow flexibility:  

  • Editing resolved issues: Users can now edit custom fields on closed or resolved issues. Previously, the system restricted any edits once an issue was closed.
  • New Issue fields: Three new fields have been added to improve issue tracking: Partners Internal Owner, Original Due Date, and Resolved on Date. These fields appear on both the Issue Details page and the Issues table. 
  • Edit issue severity terminology: Admins can now add and customize issue severity terminology to better fit their workflow and organizational needs. 
  • Track partner progress on issues: Issue senders can now monitor partner progress via a new External Status field, which updates automatically as partners take action on issues published to them. Issues can be filtered by this status to track remediation progress. The field updates as follows:
    • Blank: issue created, not yet published
    • New: issue is published
    • Opened: issue opened by partner contact
    • In Progress: partner adds a Management Update, but has not published it or a target completion date has been added
    • Update Sent: partner publishes a Q&A or Management Update
  • Include the Internal Business Owner and Collaborators on issue communications: When publishing an issue, you can now opt to include the Internal Business Owner and Collaborators on all incoming and outgoing communication related to the issue. 
  • Bulk issue reminders: Email reminders can now be triggered in bulk, eliminating the need to send them one at a time. Reminders will be sent to the issue owner (responder) and issue senders can also select to include issue Collaborators and the Internal Owner on the reminder emails. Emails notification recipients will receive consolidated emails relevant to the specific issues and/or Partners they’re associated with. 

Assessments

We're introducing several enhancements to improve the Assessment Module functionality and usability:

  • Compare answers without pre-population: Many customers want to force respondents to start answering from scratch but still tell when new answers differ from past answers. This release we will decouple pre-populating answers from answer comparison. Evaluators can see when answers changed even if they didn’t manually fill in the previous answers with pre-population.
  • Prevent sharing internal answers with pre-population: Our support team can disable pre-populating internal answers externally. This prevents any answer from publishing to me, observed answer, or internal answer workflow ever being pre-populated and shared when publishing externally. To enable this feature please reach out to support.
  • Disable question pre-population: You can now turn off pre-population for individual questions directly in the questionnaire editor. This is helpful for questions that should always be answered from scratch. Pre-population can be disabled even after a questionnaire has been approved or published. Note: If you update this setting on a published questionnaire, it will only apply to assessments published after the change (existing assessments are not affected).
  • Compare answers improvement: When reviewing an assessment, evaluators comparing answers will now see a callout when the only differences between the prior and current answer are formatting changes. Since the text content is identical, this helps evaluators quickly identify and move past format-only changes.
  • Assessment rules: The Assessment “Status” and “Sub Status” fields can now be used as conditions when creating rules, enabling workflow automations such as sending reminders.
  • Click away save: When answering assessments, users can now save answers or comments by clicking save or by clicking away. We have also added a warning of unsaved changes when navigating away. This restores behavior from before the December Release.
  • Ability to export and import Smart Evaluation Criteria: Questionnaire export and import now include support for smart evaluation criteria, enabling easier creation, migration, and maintenance.

CentrlGPT Clients

Research Assistant 

We’re rolling out key enhancements to Research Assistant, including AI-powered reports. Research Assistant now supports two core experiences: Chat (ask questions and get answers) and Reports (generate structured outputs across defined data sources).

Chat

  • Quick vs. Research modes: Choose between two chat modes depending on the type of output you need. Quick is optimized for fast answers from selected sources, while Research is designed for deeper analysis using broader sources and more advanced reasoning.
  • Chat status indicators: Chat threads now show real-time status (e.g., in progress, completed) so it’s easier to track multiple conversations and spot unread results.

Report (Research Matrix)

Research Matrix extends Research Assistant by letting you compare findings across multiple Partners or Products in a clear, tabular report.

  • Pre-built templates: Start from an AI-generated report template that defines report sections (title, data instructions, and writing instructions). Each section becomes a column in the matrix.
  • Side-by-side comparisons: Select one or more Partners or Products and compare results across each section/column.
  • Control your sources: Choose specific Assessments as sources, include files tied to the selected Partner(s) or Product(s), and add ad hoc files to further tailor the report.

Note: In a future release, we plan to make it easier to define and edit columns and prompts on the fly, and to generate a shareable summary across the full matrix.

Smart Evaluation

Smart Evaluation helps clients automatically flag questions to review based on predefined criteria and generate assessment level summaries.

  • Improved Criteria Identification: We’ve overhauled the model powering criteria identification to improve accuracy especially in cases where CentrlGPT proved too literal and rejected clear evidence of a criteria. With these changes we see a dramatic reduction in CentrlGPT rejecting criteria where it should otherwise be met.
  • Better Transparency: When CentrlGPT marks criteria as unmet we previously did not include an explanation of why the model believes the criteria is not supported by the answer. Now, we will expose the reasoning behind these decisions. This transparency helps customers better understand CentrlGPT’s decision making and help customers better adjust criteria.
  • Easily Add Criteria and Examples: Instead of reaching out to the support team to add Examples and Criteria or manually adding items one at a time in the app, users can now add criteria directly to questions in a questionnaire with the questionnaire import/export template.  

Response360 clients

This release focuses on making Response360 easier to manage at scale improving how you organize Answer Library content, collaborate on individual questions, and track content usage.

  • Q&A usage tracking: Answer Library Q&As now show usage metrics so teams can find the most used content and spot answers that may need review or retirement.
  • Folders and subfolders: Organize Answer Library content with folders and nested subfolders to better categorize Q&As and improve discoverability as your library grows.
  • Comments on individual questions: Users can now add comments directly on a specific question within a questionnaire and @mention teammates. Each question has its own thread to keep discussions tied to the right context and reduce back-and-forth outside the platform.
  • Custom attributes: Admins can now add custom attributes to external RFPs and DDQs to better match internal tracking needs and reporting workflows.

Integrations

We’re expanding Response360 integrations to reduce manual file handling and connect questionnaire workflows to the systems where your teams already work.

Note: The integrations below are not enabled by default. Please contact your account manager to enable them.  

  • SharePoint: Use documents stored in SharePoint (questionnaires, responses, policies, and supporting materials) directly in Response360—reducing download/upload steps and version control risk.
    • Admin setup: Enable/disable SharePoint in System Admin → Integrations.
    • Import RFPs/DDQs from SharePoint: Bring RFPs and DDQs into Response360 directly from SharePoint.
    • Use SharePoint files in Research Assistant: Add SharePoint files as ad hoc sources when researching and drafting responses.
  • Salesforce: Clients often use Response360 to respond to opportunities tracked in Salesforce. With a new Salesforce integration clients can pull in key fields from Salesforce, use RFPs attached to Salesforce to create questionnaires, and track updates like win/loss.
    • Admin setup + field mapping: Enable/disable Salesforce in System Admin → Integrations and select which Salesforce fields to sync into Response360.
    • Sync questionnaires to opportunities: When creating a questionnaire, link it to a Salesforce opportunity to pull mapped field values and select opportunity-associated files.
    • Track outcomes: Capture key updates (e.g., win/loss) tied to the Salesforce opportunity.
    • This release supports syncing Salesforce fields into CENTRL (pull only), not pushing CENTRL data back to Salesforce.

Note to Clients:

  • Our release will start at around 5 pm ET and will take approximately 1 hour to complete. Some application areas may experience reduced functionality or downtime for a brief period.
  • We are introducing the use of the Embrace AI Assistant in conjunction with Zendesk to enhance support case management workflows.