Release Notes
Written by Michelle Henley
Updated at December 2nd, 2025
2025
Link to Full Release Notes |
Summary of Contents |
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| Case IQ Release Notes v4.4x.pdf |
● Integrity Gateway: ○ Reminder Emails Limited to Top 15 Items per Section ○ Real-Time COI Status Updates in Campaigns ○ Renamed 'Department' to 'Function' in Employee Master Data ○ Added Comment Field to Actions in Lextegrity Data API ○ Rate Limiting Documentation Added in Lextegrity Data API ○ Changes to Responses Data Extract ● Reporting Insights: ○ 2024 CMS Data Now Available in Transparency Review Dashboard ○ Task Last Updated Date ○ Request IDs Added to Screening Insights Listing Table ○ Inactive Campaigns Now Included in Campaign Dashboard |
| Case IQ Release Notes v4.3x.pdf |
● Integrity Gateway: ○ Async Request/Recipient Submission ○ API Swagger Page ● Reporting Insights: ○ Request Steps with inactive approvers added to Process Summary |
| Case IQ Release Notes v4.2x.pdf |
● Integrity Gateway: ○ New Tile Option: Report a Concern ○ External Portal ○ Intermediate Approval Email Notification ○ Changes to Responses Data Extract |
| Case IQ Release Notes v4.1x.pdf |
● Integrity Gateway: ○ User Policy Access Management (Beta) ● Reporting Insights: ○ HR Values for Submitters ○ Enhanced Visibility for Draft Data ○ Company Added to Submitter Filters |
| Case IQ Release Notes v4.0x.pdf |
● Integrity Gateway: ○ User Policy Access Management (Announcement Only) ○ Enhanced Login UI |
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● Integrity Gateway: ○ Case IQ Announcement ○ Search Added to Tables ● Third-Party Management: ○ Redundant Third-Party Search Page Removed ● Reporting Insights: ○ Updated Filter Placement ○ Enhanced Turn-Time Metric ○ TPM Insights - Party Entity Filter Added |
2024
Link to Full Release Notes |
Summary of Contents |
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● Integrity Gateway: ○ Search Added to Tasks Pages ○ Company Field Added to Master Data ○ Continuation of the Master Data Creation Modal Rollout ● Upcoming Approvals & Disclosures: ○ External Portal ● Reporting Insights: ○ Activity Status Added to TPM Dashboards ○ Created Date Added to Task Insights ○ Process Summary Dashboard Enhancement |
| Lextegrity Release Notes v3.7x.pdf |
● Integrity Gateway: ○ Master Data History ○ Master Data Creation Modal ○ Tax ID Added to Master Data for Organizations ● Third-Party Management: ○ Create Engagement Button |
| Lextegrity Release Notes v3.6x.pdf |
● Upcoming Integrity Gateway: ○ Announcement - Create Party Master Data ○ Announcement - History for Master Data ● Integrity Gateway: ○ Consolidated Request PDF ○ Lexpert Chatbot ● Approvals & Disclosures ○ Recipient Type Instruction Text ● Third-Party Management: ○ Third-Party Type |
| Lextegrity Release Notes v3.5x.pdf |
● Integrity Gateway: ○ Enhanced Individual Search Results ● Approvals & Disclosures: ○ Data Extract & Data API Enhancements ○ Ability to Edit Veeva ID in Master Data ○ Updated FMV Profiling Text |
| Lextegrity Release Notes v3.4x.pdf |
● Integrity Gateway: ○ Default Language Modal ○ Task UI Changes ○ Lextegrity Data API ○ Currency Code Display ○ Local Currency Display Based on Browser Locale ○ LSEG (fka Refinitiv): Error Message for Unavailable Results ○ Data Extract Enhancements ● Approvals & Disclosures: ○ Recipient Country Added to Recipient Table ● Reporting Insights: ○ Add Party Level details to Process Summary ○ Task Tag Field |
| Lextegrity Release Notes v3.3x.pdf |
● Integrity Gateway: ○ Files Tab Added to Requests ○ Data Extract Enhancement ● Reporting Insights: ○ Activity Start/End Date ○ Approver Email Filter ○ Total Request Value added to TPM Dashboards ○ Reporting Insights Server Upgrade - Chrome Login |
| Lextegrity Release Notes v3.2x.pdf |
● Integrity Gateway: ○ Data Extract Enhancements ○ Enhanced Admin Cancel Functionality ● Approvals & Disclosures: ○ Enhanced Display for Local Currency and Calculation ○ Aggregate Spend Calculated for Recipients Still in Draft status |
| Lextegrity Release Notes v3.1x.pdf |
● Integrity Gateway: ○ HR Fields Added in Master Data ○ Data Extract Enhancements ● Third-Party Management: ○ Email Address Added to DDQ Table ○ Re-evaluate Approvers When Risk Score is Updated ○ Re-evaluate Expiration Date After Risk Score is Adjusted ● Reporting Insights: ○ Change to How Download Button is Displayed ○ Task Assignor and Assignee Country Filters Added ○ Is_active? Filter Added to Campaign Dashboard |
| Lexegrity Release Notes v3.0x.pdf |
● Integrity Gateway: ○ State by Country Selection Mapping ○ Data Extract Enhancements ● Approvals & Disclosures: ○ Ability to Re-add Rejected Recipients ● Third-Party Management: ○ Manual Adjustments for Risk Area Score ○ Risk Score History & Risk Score Version Comparison ● Reporting Insights: ○ Request Subtype and Form of Support Filters ○ Manual Adjustments for Risk Area Score ○ Criteria Responses ○ ERP ID |
2023
Link to Full Release Notes |
Summary of Contents |
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| Lextegrity Release Notes v2.9x.pdf |
● Integrity Gateway: ○ Data Extract Enhancements ● Third-Party Management: ○ TPM Risk Scoring Enhancements ○ TPM Renewals ○ Renewal Task Automation ● Reporting Insights: ○ Screening Dashboard ○ Third-Party Dashboard Enhancements |
| Lextegrity Release Notes v2.8x.pdf |
● Integrity Gateway: ○ Automated HR Ingestion ● Approvals & Disclosures: ○ Add Individual type field to FMV Profiling ○ Ability to Submit Multi-Recipient Requests Without Recipients ● Other ○ SOC 2 Certification |
| Lextegrity Release Notes v2.7x.pdf |
● Integrity Gateway: ○ Ability to Configure Approval Modal text ○ Automated Approval Collaboration ○ Expand & Collapse Left Navigation Bar ○ Task Version Comparison ○ Task Type & Task Category Enhancements ○ Data Extract Enhancements ● Reporting Insights: ○ Updates to Process Summary Dashboard ○ Removal of Export button ○ Removal of Party Function |
| Lextegrity Release Notes v2.6x.pdf |
● Integrity Gateway: ○ Request Version Comparison ○ Re-evaluate approvers on resubmit ● Approvals & Disclosures: ○ Campaigns added to Action Table ○ Activity Date field & Aggregate Analysis for Receive-GTH ○ Shared with Me Tab for FMV Profiling ● Third Party Management: ○ History for Enhanced Due Diligence |
| Lextegrity Release Notes v2.5x.pdf |
● Integrity Gateway: ○ Sorting Screening Results ○ Action Items on Gateway Landing Page ○ Search Enhancements ○ Limiting N/A Selection in Multi-Select Fields ○ Party Search Enhancement ○ Screening Complete Email for Analyst Review Screening ○ Added Note Field in Master Data for Organizations ○ Ability to Configure Email CC ○ Admin Cancel/Delete ○ Data Extract Enhancements ● Reporting Insights: ○ Task Dashboard ○ Updated Party Type Filter ○ Party Status Filter ○ Additional Columns Added to Request Listing Export ○ Removal of Actions Summary Dashboard ○ Performance Improvements |
| Lextegrity Release Notes v2.4x.pdf |
● Integrity Gateway: ○ Ongoing Screening (Refinitiv) ○ Data Extract Enhancements V3 ○ Ability to Edit Employee Email - Disabled ● Approvals & Disclosures: ○ Recipient Types Default Configurations & Setting Master Data Flags ● Third-Party Management: ○ Ability to Edit Third-Party Contact Email - Enabled |
| Lextegrity Release Notes v2.3x.pdf |
● Integrity Gateway: ○ Add request name to task overlay ○ Limiting Screening Results by Country ● Approvals & Disclosures: ○ Reassign Recipient Approver ● Third Party Management: ○ Approval Collaboration for TPM ● Reporting Insights: ○ Activity End Date ○ Draft Requests ○ Default Currency ○ Primary Activity Status ○ Submitter Country |
| Lextegrity Release Notes v2.2x.pdf |
● Integrity Gateway: ○ Default Currency ○ Data Extracts Enhancements ● Approvals & Disclosures: ○ Aggregate Analysis ○ Reassign Submitter (COI) ● Third Party Management: ○ Change Default Language ○ DDQ Enhancements |
| Lextegrity Release Notes - 3_2023.pdf |
● Integrity Gateway: ○ Task Enhancements ○ Inactive/Blocked Enhancements ● Third Party Management: ○ Third-Party Profile Card |
| Lextegrity Release Notes - 1_2023.pdf |
● Integrity Gateway: ○ Email Reminders ○ Data Extracts ● Approvals & Disclosures: ○ Printing Changes ○ Master Data (ERP ID) ● Reporting Insights: ○ Turn Time for Aging Approvals ○ Date Format Change ○ Employer Filters |
2022
Link to Full Release Notes |
Summary of Contents |
|---|---|
| Lextegrity Release Notes - 12_2022.pdf |
● Integrity Gateway: ○ Ongoing Screening (RDC Only) ○ Country update for Macedonia ○ Master Data Page Consistency ● Approvals & Disclosures: ○ Approver Collaboration - Pre Approval Requests ○ Support Category and Recipient Info Icons ● Third Party Management: ○ Risk Result Labels |
| Lextegrity Release Notes - 11_22_2022.pdf |
● Integrity Gateway: ○ Gateway Guide ○ Post Approval Enhancements ○ Insights - Business Owner Filter |
| Lextegrity Release Notes - 10_31_2022.pdf |
● Integrity Gateway: ○ Submitter Collaboration ○ Request Admin - Reassign Submitter on Approved Requests ○ Submitter Manager Enhancements ● Third-Party Management: ○ Enhanced Due Diligence ● Screening: ○ Conditional Approval Enhancement |
| Lextegrity Release Notes - 10_7_2022.pdf |
● Integrity Gateway: ○ Printing ○ Tasks: Assignee Field ○ Submitter Reassignment ○ Screening ○ Deleted Requests ● Approvals & Disclosures: ○ Other Conflict Disclosures Table ○ Email Notifications ○ Request Status View ● Third-Party Management: ○ Tasks: Related Party Field ○ Tasks: Third-Party Tasks ● Reporting Insights: ○ Tasks Reporting |
| Lextegrity Release Notes - 08_8_2022.pdf |
● Integrity Gateway: ○ Activity Table Enhancement: ○ Replace “Completed” Request Status with the Activity Status on Activities Tables ○ New Activity Date Column ○ Tasks Enhancements: ○ Add Emails to Task Assignees ○ Update Task Details to Support Text Formatting ○ User Interface Enhancements: ○ Add Optional Comment Box for Submitters ○ Email Validations ○ Approval Tab available for All Users ○ Master Data ○ Add an Ability to Search for an Organization ● Approvals & Disclosures: ○ User Interface Enhancements: ○ Automatic Page Scroll for Recipient Approvers ○ Automatic Page Scroll to Errors on Recipient Questionnaires ● Third Party Management: ○ Forgot Password Feature for Third Party Contact Users ● Reporting Insights: ○ Changes to Insights Reporting |
| Lextegrity Release Notes - 07_8_2022.pdf |
● Approvals & Disclosures: ○ Recipient Approval Flow Changes - Configuration enhancement to enable conditional based approval of certain recipients. ○ UI Enhancements - Pop-up to ensure that recipients are approved once the activity has been approved. ○ Reassign Approvers Enhancements - Increased population of users to select from when reassigning approvers. ● Third Party Management: ○ Reassign Approvers Enhancements - Increased population of users to select from when reassigning approvers. ● FMV Profiling: New privileges |