Changelog

Team plan + approval workflow

Role-based access (Owner / Admin / Manager / Approver / Contributor), report assignment, in-context comments with @mentions, and an org-wide approval workflow with full timestamp logging.

Pipeline & pattern detection

Live kanban view of every active report, stage health indicators, bottleneck detection, and systemic pattern detection that automatically surfaces repeat root causes across your org's report history.

Portfolio view for managers

Org-wide report summary with overdue and due-soon flags, assignee tracking, and status breakdown, visible to owners, admins, managers, and approvers.

Two-pass AI architecture

Structured extraction pass before report generation. Reduces hallucination, improves section completeness, and surfaces missing fields before they reach the document template.

Effectiveness verification workflow

Effectiveness Monitoring status and a 3-question effectiveness check panel on each report, with 30/60/90-day question scheduling and pass/fail advancement logic.

Encryption upgrade

All report content encrypted at rest with AES-256-GCM. Per-org keys derived via HKDF-SHA-256 from a master key. No shared keys between organizations.