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New features

Customizable governance picklists (GR) Accreditation, audit, compliance, contract, incident, policy, procedure, QI, regulatory, risk, and training forms now read their dropdown values from picklists instead of hardcoded lists. The platform ships 36 new gr.* picklist definitions with 186 default items so every form works out of the box. Governance admins can rename, reorder, deactivate, or add values per organization without code changes. Highlights:
  • Tailor the lists to your accrediting bodies and terminology. Customize standard categories, finding severities, survey types, evidence types, risk ratings, CEU sources, course types, and more.
  • Duplicate-then-edit for system picklists. Defaults are read-only; use Duplicate to Org in Settings → Picklists to create an editable copy for your organization.
  • Wired into the accreditation workspace. Standard, survey, and standard-category dialogs already pull from the new picklists; remaining GR forms migrate in subsequent phases.
Browse the full catalog in the Picklist Reference. Step-by-step instructions are in the Accreditation admin guide. AI on bank reconciliation (FA) The bank reconciliation workspace now surfaces the platform’s AI widgets directly on the page. An AI Summarizer narrative panel and a Generate summary memo quick action live alongside the reconciliation. The unmatched bank lines table shows an AI Category column with a confidence and reasoning tooltip plus accept/reject controls, and an anomaly badge on suspicious descriptions. Everything is gated by the FA AI module toggle and uses only plain financial facts — no PHI. See the AI-powered bank reconciliation guide.

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Updates

Proliant: map codes before you activate (HR) The Proliant integration wizard now includes a Pull & Map Codes step before Activate, with a hard gate on the required code families (earnings, deductions, accruals). The combobox is constrained to valid Encore values, and a clearly labeled N/A escape hatch handles families that don’t apply to your org. The AI candidate builder uses the same mapping target registry as the UI, so AI suggestions and manual entries stay in lockstep. Activate also now persists the sandbox base URL default, fixing a sandbox-activation regression. See the Proliant setup guide and AI-assisted Proliant code mapping. Governance AI is on by default (GR) AI compliance assistance — advisor, suggestions, and the prompt library — is now enabled by default for the Governance core. New organizations get the AI controls without an explicit toggle; existing organizations keep their current setting. See the GR AI advisor and AI compliance user guide. Clinical AI documentation is on by default (CL) AI documentation features — ambient capture and SOAP drafting — ship enabled by default, with published disclosures and the standard fail-closed PHI tripwire. See Ambient review. Offer Letter Wizard available to all HR admins (HR) The guided Offer Letter Wizard is now turned on for every organization. Draft application-scoped or direct employment offers from the ATS with templated, reviewable content. See the Offer Letter Wizard. AI errors surface as toasts When a structured AI response fails to parse or the upstream model errors, you now get an inline toast on the affected screen instead of a silent empty state. The toast names the surface and links to retry.

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Bug fixes

  • FA bank accounts permissions — A permission-gate regression that blocked some admins from viewing bank account rows has been fixed. Affected pages load correctly without a workspace reload.
  • Proliant sandbox activation — Activating a sandbox integration with an untouched URL field no longer persists null; the sandbox default URL is applied automatically. See Proliant setup.