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Enhancements
Portfolio Excluded Toggle Controls
Users can now update a report's Portfolio Excluded status directly from the WiserInsights Table on the Reports page. This makes it quicker and easier to manage portfolio contents without leaving the reports page, with changes automatically reflected in portfolio reporting.
WiserAI Documents: GSF Extraction
Users benefit from an enhanced OCR file extraction process that uses the Global Standard Format (GSF) across Corporate, Bank and Insurance entity types. This provides more consistent financial data extraction while maintaining compatibility with existing reporting and improving the quality of extracted data.
Legal Events UI Refresh
Users will now view legal events in a new expandable layout that makes reports easier to navigate for companies with a large number of events. The updated design provides a more consistent and streamlined reporting experience.
Other Minor Enhancements
Misc. UI, and security improvements on the platform.
Other Bugfixes
Routine stability and reliability tweaks.