# Changelog

<table><thead><tr><th>Date</th><th>Feature / Change</th><th>Category<select><option value="bE29PER140dc" label="New Feature" color="blue"></option><option value="HWTNx9grjpbr" label="Improvement" color="blue"></option><option value="0KTA6JmESFEx" label="Bug Fix" color="blue"></option><option value="RpJa1FWkUeWV" label="Security Update" color="blue"></option><option value="l8IyDHJxQCe0" label="Deprecated Feature" color="blue"></option><option value="bVQk6KFwRenh" label="Documentation" color="blue"></option><option value="Sth8mIB1uQA2" label="new" color="blue"></option></select></th><th width="187">Tag<select multiple><option value="NdpTGy8KDUmy" label="Beta" color="blue"></option><option value="Wkgb70u1tPd2" label="UI/UX" color="blue"></option><option value="FAbNTWvsn6a3" label="Performance" color="blue"></option><option value="d4ycTlBolSxu" label="Accessability" color="blue"></option><option value="aMxATzevUOOA" label="Critical" color="blue"></option><option value="kFCG9iiUg5Ne" label="Terms" color="blue"></option></select></th></tr></thead><tbody><tr><td>2026-03-30</td><td>Custom views</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-03-16</td><td>QA Rules</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-03-16</td><td>Quickload template improvements</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-03-05</td><td>Improved loading states across the app</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-02-19</td><td>Track document size, upload page, and manual dates</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-02-19</td><td>Quickload preview and shared sections</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-01-30</td><td>Re-run Quickload</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-01-29</td><td>Payment model notes and created-by tracking</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-01-28</td><td>Search reveals hidden metadata rows</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-01-08</td><td>Quickload and recon col/row offset controls</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2026-01-05</td><td><a href="/pages/4IMKhNa9nxnMhy8FPKno">Quickload</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-12-11</td><td>Activity Log</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-10-03</td><td><a href="https://www.pledgepath.io/blog/borrowing-base-output-preview">Borrowing base output preview</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-07-28</td><td>Allow user large file upload</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-07-22</td><td>Quick Load for borrowing base transactions</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-07-11</td><td>Ability to Upload Reports</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-07-09</td><td>Facility Details Page</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-07-03</td><td>Command Menu</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-06-26</td><td>Major UI/UX overhaul</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-06-23</td><td>Ability to save and upload reports</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-06-17</td><td><a href="https://pledgepath.io/blog/cashflows-feature">Cashflows</a></td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-06-11</td><td><a href="https://pedgepath.io/blog/surveillance-redesign">Surveillance redesign</a></td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-06-05</td><td>Ability to define positions in dollar terms</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-05-30</td><td>Ability to import borrowing base inputs from reconciliation</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-05-16</td><td><a href="https://www.pledgepath.io/blog/position-view">Position view</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-04-24</td><td>Ability to define reconciliation mappings in JSON</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-04-24</td><td>Ability to set an existing borrowing base or reconciliation in a transaction</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-04-21</td><td><a href="https://www.pledgepath.io/blog/model-drafts-feature">Ability to introspect rules (loan level)</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-04-16</td><td>Ability to introspect rules (summary)</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-04-03</td><td>Additional warnings and ability to override</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-03-27</td><td>Ability to apply transaction dates</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-03-21</td><td>PDF reports</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-03-07</td><td>Privacy policy updated to include data deletion</td><td><span data-option="RpJa1FWkUeWV">Security Update</span></td><td><span data-option="kFCG9iiUg5Ne">Terms</span></td></tr><tr><td>2025-03-05</td><td>Add business day convention, day count and calendars to waterfall</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-03-03</td><td>Better navigation</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-02-20</td><td>Performance improvements</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-02-14</td><td>Library and grid updates </td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-02-13</td><td>Re-caculate waterfall </td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-02-05</td><td>Ability to designate rules as only relevant for waterfall transactions</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-01-30</td><td>Loading improvements with suspense elements</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="FAbNTWvsn6a3">Performance</span></td></tr><tr><td>2025-01-29</td><td>Waterfall automated calculations</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-01-16</td><td>Tooltips</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="d4ycTlBolSxu">Accessability, </span><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-01-15</td><td>Clear dropdown bug</td><td><span data-option="0KTA6JmESFEx">Bug Fix</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2025-01-14</td><td>Remove unnecessary inputs when running borrowing base in proposals</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-12-26</td><td>Reconciliation redesign</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-12-18</td><td>Report center</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-12-04</td><td>Pilot surveillance rework</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-11-25</td><td>Chat feature</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-11-18</td><td>Ability to set decimal preferences</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-11-14</td><td><a href="https://www.pledgepath.dev/blog/threshold-tracking">Concentration Tracking</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="aMxATzevUOOA">Critical</span></td></tr><tr><td>2024-11-08</td><td><a href="https://www.pledgepath.io/blog/rule-management">Enhanced Rule Management</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="aMxATzevUOOA">Critical</span></td></tr><tr><td>2024-10-31</td><td><a href="https://www.pledgepath.io/blog/new-ux">UX Redesign</a></td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX, </span><span data-option="FAbNTWvsn6a3">Performance</span></td></tr><tr><td>2024-09-26</td><td><a href="https://www.pledgepath.io/blog/clone-facility">Clone Facility</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="aMxATzevUOOA">Critical</span></td></tr><tr><td>2024-09-17</td><td><a href="https://pledgepath.io/blog/sandbox-code">Enhanced code execution sandbox</a></td><td><span data-option="RpJa1FWkUeWV">Security Update</span></td><td><span data-option="aMxATzevUOOA">Critical</span></td></tr><tr><td>2024-09-09</td><td><a href="https://www.pledgepath.io/blog/bb-compare">Better borrowing base comparison</a></td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-08-19</td><td><a href="https://www.pledgepath.io/blog/triggers">Trigger support</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-08-08</td><td>Ability to pass in borrowing base inputs. Bug fixes</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX, </span><span data-option="FAbNTWvsn6a3">Performance</span></td></tr><tr><td>2024-08-07</td><td>Model rules are now represented in a table</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-08-06</td><td>Adjustment transaction type</td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-08-05</td><td><a href="https://pledgepath.io/blog/waterfall">Waterfall</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-07-25</td><td>Borrowing bases now show in a table view in Proposal</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-07-25</td><td>Summary groups are now list along side rule in a model</td><td><span data-option="HWTNx9grjpbr">Improvement</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-07-16</td><td><a href="https://www.pledgepath.io/blog/pilot-alpha">Launch Pledge Path Pilot</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="NdpTGy8KDUmy">Beta, </span><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-07-10</td><td>Bug fixes for introspection and model tunability</td><td><span data-option="0KTA6JmESFEx">Bug Fix</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX, </span><span data-option="FAbNTWvsn6a3">Performance</span></td></tr><tr><td>2024-07-03</td><td><a href="https://www.pledgepath.io/blog/waivers">Waivers</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-07-02</td><td><a href="https://www.pledgepath.io/blog/model-tunability">Fine tune your model</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-06-26</td><td><a href="https://www.pledgepath.io/blog/loan-introspection">Drill into loans hitting eligibility criterion or concentration limits</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-06-24</td><td><a href="https://www.pledgepath.io/blog/borrowing-base-reconciliation">Import an external borrowing for reconciliation</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-06-17</td><td><a href="https://www.pledgepath.io/blog/compare-borrowing-bases">Compare borrowing bases and model search</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX</span></td></tr><tr><td>2024-06-10</td><td>Demo bug fixes</td><td><span data-option="0KTA6JmESFEx">Bug Fix</span></td><td><span data-option="Wkgb70u1tPd2">UI/UX, </span><span data-option="FAbNTWvsn6a3">Performance</span></td></tr><tr><td>2024-06-07</td><td><a href="https://pledgepath.io/blog/https://www.pledgepath.dev/blog/proposal-launch">Launch Pledge Path Proposal in private beta</a></td><td><span data-option="bE29PER140dc">New Feature</span></td><td><span data-option="NdpTGy8KDUmy">Beta</span></td></tr></tbody></table>


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