📜Changelog

Stay informed about the latest changes and improvements to our product

Date	Feature / Change	Category	Tag
2026-01-05	Quickload	New Feature	UI/UX
2025-12-11	Activity Log	Improvement	UI/UX
2025-10-03	Borrowing base output preview	New Feature	UI/UX
2025-07-28	Allow user large file upload	New Feature	UI/UX
2025-07-22	Quick Load for borrowing base transactions	New Feature	UI/UX
2025-07-11	Ability to Upload Reports	New Feature	UI/UX
2025-07-09	Facility Details Page	New Feature	UI/UX
2025-07-03	Command Menu	New Feature	UI/UX
2025-06-26	Major UI/UX overhaul	Improvement	UI/UX
2025-06-23	Ability to save and upload reports	New Feature	UI/UX
2025-06-17	Cashflows	Improvement	UI/UX
2025-06-11	Surveillance redesign	Improvement	UI/UX
2025-06-05	Ability to define positions in dollar terms	New Feature	UI/UX
2025-05-30	Ability to import borrowing base inputs from reconciliation	New Feature	UI/UX
2025-05-16	Position view	New Feature	UI/UX
2025-04-24	Ability to define reconciliation mappings in JSON	New Feature	UI/UX
2025-04-24	Ability to set an existing borrowing base or reconciliation in a transaction	New Feature	UI/UX
2025-04-21	Ability to introspect rules (loan level)	New Feature	UI/UX
2025-04-16	Ability to introspect rules (summary)	New Feature	UI/UX
2025-04-03	Additional warnings and ability to override	Improvement	UI/UX
2025-03-27	Ability to apply transaction dates	New Feature	UI/UX
2025-03-21	PDF reports	New Feature	UI/UX
2025-03-07	Privacy policy updated to include data deletion	Security Update	Terms
2025-03-05	Add business day convention, day count and calendars to waterfall	New Feature	UI/UX
2025-03-03	Better navigation	Improvement	UI/UX
2025-02-20	Performance improvements	Improvement	UI/UX
2025-02-14	Library and grid updates	Improvement	UI/UX
2025-02-13	Re-caculate waterfall	Improvement	UI/UX
2025-02-05	Ability to designate rules as only relevant for waterfall transactions	Improvement	UI/UX
2025-01-30	Loading improvements with suspense elements	Improvement	Performance
2025-01-29	Waterfall automated calculations	New Feature	UI/UX
2025-01-16	Tooltips	New Feature	AccessabilityUI/UX
2025-01-15	Clear dropdown bug	Bug Fix	UI/UX
2025-01-14	Remove unnecessary inputs when running borrowing base in proposals	Improvement	UI/UX
2024-12-26	Reconciliation redesign	Improvement	UI/UX
2024-12-18	Report center	New Feature	UI/UX
2024-12-04	Pilot surveillance rework	Improvement	UI/UX
2024-11-25	Chat feature	New Feature	UI/UX
2024-11-18	Ability to set decimal preferences	Improvement	UI/UX
2024-11-14	Concentration Tracking	New Feature	Critical
2024-11-08	Enhanced Rule Management	New Feature	Critical
2024-10-31	UX Redesign	Improvement	UI/UXPerformance
2024-09-26	Clone Facility	New Feature	Critical
2024-09-17	Enhanced code execution sandbox	Security Update	Critical
2024-09-09	Better borrowing base comparison	Improvement	UI/UX
2024-08-19	Trigger support	New Feature	UI/UX
2024-08-08	Ability to pass in borrowing base inputs. Bug fixes	New Feature	UI/UXPerformance
2024-08-07	Model rules are now represented in a table	Improvement	UI/UX
2024-08-06	Adjustment transaction type	New Feature	UI/UX
2024-08-05	Waterfall	New Feature	UI/UX
2024-07-25	Borrowing bases now show in a table view in Proposal	Improvement	UI/UX
2024-07-25	Summary groups are now list along side rule in a model	Improvement	UI/UX
2024-07-16	Launch Pledge Path Pilot	New Feature	BetaUI/UX
2024-07-10	Bug fixes for introspection and model tunability	Bug Fix	UI/UXPerformance
2024-07-03	Waivers	New Feature	UI/UX
2024-07-02	Fine tune your model	New Feature	UI/UX
2024-06-26	Drill into loans hitting eligibility criterion or concentration limits	New Feature	UI/UX
2024-06-24	Import an external borrowing for reconciliation	New Feature	UI/UX
2024-06-17	Compare borrowing bases and model search	New Feature	UI/UX
2024-06-10	Demo bug fixes	Bug Fix	UI/UXPerformance
2024-06-07	Launch Pledge Path Proposal in private beta	New Feature	Beta

Date	Feature / Change	Category	Tag
2025-12-11	Activity Log
2025-10-03	Borrowing base output preview	New Feature	UI/UX
2025-07-28	Allow user large file upload	New Feature	UI/UX
2025-07-22	Quick Load for borrowing base transactions	New Feature	UI/UX
2025-07-11	Ability to Upload Reports	New Feature	UI/UX
2025-07-09	Facility Details Page	New Feature	UI/UX
2025-07-03	Command Menu	New Feature	UI/UX
2025-06-26	Major UI/UX overhaul	Improvement	UI/UX
2025-06-23	Ability to save and upload reports	New Feature	UI/UX
2025-06-17	Cashflows	Improvement	UI/UX
2025-06-11	Surveillance redesign	Improvement	UI/UX
2025-06-05	Ability to define positions in dollar terms	New Feature	UI/UX
2025-05-30	Ability to import borrowing base inputs from reconciliation	New Feature	UI/UX
2025-05-16	Position view	New Feature	UI/UX
2025-04-24	Ability to define reconciliation mappings in JSON	New Feature	UI/UX
2025-04-24	Ability to set an existing borrowing base or reconciliation in a transaction	New Feature	UI/UX
2025-04-21	Ability to introspect rules (loan level)	New Feature	UI/UX
2025-04-16	Ability to introspect rules (summary)	New Feature	UI/UX
2025-04-03	Additional warnings and ability to override	Improvement	UI/UX
2025-03-27	Ability to apply transaction dates	New Feature	UI/UX
2025-03-21	PDF reports	New Feature	UI/UX
2025-03-07	Privacy policy updated to include data deletion	Security Update	Terms
2025-03-05	Add business day convention, day count and calendars to waterfall	New Feature	UI/UX
2025-03-03	Better navigation	Improvement	UI/UX
2025-02-20	Performance improvements	Improvement	UI/UX
2025-02-14	Library and grid updates	Improvement	UI/UX
2025-02-13	Re-caculate waterfall	Improvement	UI/UX
2025-02-05	Ability to designate rules as only relevant for waterfall transactions	Improvement	UI/UX
2025-01-30	Loading improvements with suspense elements	Improvement	Performance
2025-01-29	Waterfall automated calculations	New Feature	UI/UX
2025-01-16	Tooltips	New Feature	AccessabilityUI/UX
2025-01-15	Clear dropdown bug	Bug Fix	UI/UX
2025-01-14	Remove unnecessary inputs when running borrowing base in proposals	Improvement	UI/UX
2024-12-26	Reconciliation redesign	Improvement	UI/UX
2024-12-18	Report center	New Feature	UI/UX
2024-12-04	Pilot surveillance rework	Improvement	UI/UX
2024-11-25	Chat feature	New Feature	UI/UX
2024-11-18	Ability to set decimal preferences	Improvement	UI/UX
2024-11-14	Concentration Tracking	New Feature	Critical
2024-11-08	Enhanced Rule Management	New Feature	Critical
2024-10-31	UX Redesign	Improvement	UI/UXPerformance
2024-09-26	Clone Facility	New Feature	Critical
2024-09-17	Enhanced code execution sandbox	Security Update	Critical
2024-09-09	Better borrowing base comparison	Improvement	UI/UX
2024-08-19	Trigger support	New Feature	UI/UX
2024-08-08	Ability to pass in borrowing base inputs. Bug fixes	New Feature	UI/UXPerformance
2024-08-07	Model rules are now represented in a table	Improvement	UI/UX
2024-08-06	Adjustment transaction type	New Feature	UI/UX
2024-08-05	Waterfall	New Feature	UI/UX
2024-07-25	Borrowing bases now show in a table view in Proposal	Improvement	UI/UX
2024-07-25	Summary groups are now list along side rule in a model	Improvement	UI/UX
2024-07-16	Launch Pledge Path Pilot	New Feature	BetaUI/UX
2024-07-10	Bug fixes for introspection and model tunability	Bug Fix	UI/UXPerformance
2024-07-03	Waivers	New Feature	UI/UX
2024-07-02	Fine tune your model	New Feature	UI/UX
2024-06-26	Drill into loans hitting eligibility criterion or concentration limits	New Feature	UI/UX
2024-06-24	Import an external borrowing for reconciliation	New Feature	UI/UX
2024-06-17	Compare borrowing bases and model search	New Feature	UI/UX
2024-06-10	Demo bug fixes	Bug Fix	UI/UXPerformance
2024-06-07	Launch Pledge Path Proposal in private beta	New Feature	Beta