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March 2026 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.

This article covers the following topics:

Release Notes Summary

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

Platform

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

  • Custom Objects: Admins can now define custom objects and fields to track information beyond Partners and Products, such as Systems, Cross Trades, or Key Personnel. In this release, custom objects can be created only as child objects of existing objects in the platform (for example, Trading Systems under Managers). Users can then add, edit, import, and export records for those objects. Note: Future releases will expand support for standalone custom objects and enable teams to collect and update custom object records through assessment workflows.
  • Archiving Products: Users can now archive and unarchive products directly from the Product 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 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. Group-based access complements, rather than replaces, individual Partner 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 update custom fields on closed or resolved issues without reopening them.
  • New Issue fields:  We’ve added three new fields to improve issue tracking: Partner Internal Owner, Original Due Date, and Resolved on Date. These fields appear on both the Issue Details page and the Issues table. 
  • Customize 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:  A new External Status field helps issue senders monitor partner activity after an issue is published. The field updates automatically as the partner opens, works on, and publishes updates, and can be used for filtering and follow-up.
    • 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
  • Notify Internal Business Owner and Collaborators: 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: Evaluators can now compare current and prior answers even when pre-population is turned off. This helps teams require fresh responses while still spotting changes.
  • Prevent external pre-population of internal answers: CENTRL Support can update your instance to disable pre-population of answers from internal-only workflows when publishing assessments externally. This helps prevent internal responses from being carried forward into external assessments.
    • Please Note: This feature is not enabled by default. Please reach out to CENTRL Support if you are interested in this feature.
  • Disable pre-population by question: Users managing questionnaires can now turn off pre-population for individual questions in the questionnaire editor. This is useful for questions that should always be answered from scratch. Changes apply only to assessments published after the setting is updated.
  • Highlight format-only answer changes: 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.
  • 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 Assistant now includes a new Report option that helps users compare findings across multiple Partners or Products in a structured matrix. Reports use the same templates built for AI Reporting, making it easy to generate consistent, side-by-side analysis across selected sources.

  • New report option in Research Assistant: In addition to Chat, users can now generate reports directly from Research Assistant.
  • Uses AI Reporting templates: Reports use the same templates created for AI Reporting, including predefined sections and instructions.
  • Rich comparison matrix: Results are organized in a clear matrix so users can review findings side by side across multiple records.
  • Control your sources: Choose specific Assessments, include files tied to selected Partners or Products, and add ad hoc files to 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.

Note to Clients:

  • Our release is scheduled between noon and 3 PM PST. During this window, some application areas may experience brief reduced functionality, and the application may be temporarily unavailable for up to 1 hour with downtime after 2 PM PST.
  • We are introducing the use of the Embrace AI Assistant in conjunction with Zendesk to enhance support case management workflows. This update is part of a broader initiative to integrate AI into existing support processes to improve ticket response efficiency and better leverage internal knowledge sources.

Release Notes Details

To view the release notes details, click here.