Product Updates

Bulk Assign Controls

Controls can now be assigned with adequacy and effectiveness ratings applied across all sibling risks in a single action, eliminating the need to update each risk individually.

Key Features:

• Bulk Apply Adequacy & Effectiveness: When editing a control’s adequacy or effectiveness rating, a checkbox lets you apply the same value to that control across all other risks in the group at once

  

• Assurance Connection Toggle: The Add Control modal now shows a toggle for controls connected to Assurance, letting you choose whether to pull effectiveness from Assurance or set it manually

• Smart Pre-fill: The Add Control modal pre-fills adequacy and effectiveness from the most recently updated instance of that control across sibling risks, reducing repetitive data entry

This is especially useful for frameworks where the same control appears across many risks and ratings need to be kept in sync.

Document Request Improvements

The document request flow has been updated to make it clearer for users submitting documents and to reduce confusion around version labels.

Key Features:

• Improved No-Document Flow: A contextual “Don’t have this document?” link now appears below the upload dropzone, replacing the buried dropdown action. Clicking it opens a modal to mark the request as not provided with a note

  

• Auto-Submit on Upload: When a user uploads a file from a not-provided state, the request automatically transitions to submitted with the correct history recorded

• Submitted Version Label: The version shown on a document request is now labeled “Submitted Version” instead of “Current Version” to reflect that it may be an older version linked at request time, not the latest

File Download Improvements

Files downloaded from Cable now use their original filename and open correctly in the appropriate application.

• Original Filenames Preserved: Downloaded files now use the filename from when they were uploaded, rather than the internal storage key
• Correct File Types: Office files (.pptx, .docx, .xlsx) that were previously misidentified as ZIP archives now open correctly in their respective applications

Other Improvements

• Document Date Fix: Document expiry and effective dates now display and save correctly regardless of the viewer’s local timezone
• Removed Redundant Upload Modal: The standalone upload modal has been removed from document list views — document uploads now go through the full document version form for consistency

Workflows

Workflows are now available, enabling banks and fintechs to automate compliance sample testing and QA from day one, with no integration required. Upload files (e.g. .pdf, .csv, .png), build reusable multi-step tests, and get structured results - all without writing a single line of code.

Key Features:

• Generate Tests from Documents: Upload a QA checklist, a regulation or procedures and let Cable’s AI generate control tests automatically, eliminating the need to manually re-enter existing test specs

  

• Clone Workflow: Duplicate an existing workflow — including all its test steps — with a single click. Useful for compliance teams managing similar workflows across multiple programs

• Drag-and-Drop Uploads: Drop files directly onto the workflow run zone without clicking through a file picker

• Run Results: View structured pass/flag results with analysis reasons for each test, and export results as CSV

Workflows are available for limited Beta to organizations with the feature enabled. Contact Cable support to get access.

Subjects Dashboard

The new Subjects Dashboard in Analytics provides visibility into subject-level test results, recurring issues, and remediation patterns across your compliance program.

Key Features:

• Results by Subject: A matrix view showing pass/raise/N/A results across all tests for each subject, with search and pagination for large populations

  

• Repeat Raiser Detection: Identify subjects that have been raised on multiple trails, with distribution charts showing how many times subjects have been flagged

• Summary Metrics: At-a-glance cards for total subjects tested, average pass rate, manual remediations, and average days raising

• Subject Links: Click through directly to subject details in your source system via configurable link templates

This dashboard helps compliance teams spot patterns in subject-level failures and prioritize remediation efforts based on repeat offender data.

QA Dashboard

The QA Dashboard brings quality assurance analytics into the unified Analytics section, replacing the legacy dashboard with richer insights and drill-down capabilities.

Key Features:

• Process Effectiveness: Area-by-month heatmap showing right outcome rates, review rates, and SLA adherence with color-coded cells for quick visual assessment

  

• Active QA Trails: Segmented bar visualization showing New, In Progress, and Overdue trail counts at a glance

• Per-Area Drill-Downs: Expand any compliance area to see check-level tables and trend charts for granular performance analysis

• Summary Metrics: Regulatory requirements, internal controls, and streak tracking for days without breaches or failures

Both dashboards benefit from pre-computed analytics tables that deliver results faster than before, ensuring a responsive experience even for organizations with millions of test results.

Document Carried Files

When renewing a document version, files from the previous version are now automatically carried forward into the new version form.

Key Features:

• Automatic File Carry-Forward: Previous version files appear pre-populated in the renewal form with a “Current” badge, saving time on version creation
• Mix and Match: Add new files alongside carried files, or remove carried files you no longer need
• Carried-Only Support: Submit a renewal with only the carried files if no new uploads are needed

This streamlines document renewals for teams that frequently update versions while retaining the same supporting files.

Other Improvements

• Document Version History: Archiving a document version now records a history event in the audit trail for complete lifecycle tracking
• Avatar Fix: Resolved a visual artifact that caused a square shadow to appear behind circular user avatars
• Organization Column: The tests table now correctly displays the organization column for parent organizations with a single child
• Test Result Terminology: Test results now consistently use “flag” instead of “fail” to better reflect compliance review language

Document Search

Cable Documents now includes search functionality across all document views, making it easy to find specific documents, requests, and lists by name.

Key Features:

• Search by Name: Search across documents, document requests, and desired document lists with real-time results

  

• URL-Persisted Search: Search terms are saved in the URL, allowing you to bookmark and share search results

• Clear Integration: Search works seamlessly with existing filters and sorting options

This feature transforms document discovery from manual scrolling through lists to instant search-based access, particularly valuable for organizations managing large document libraries.

Faster Table Load Times

Document tables now use server-side filtering and pagination, dramatically improving performance for organizations with large document collections.

Key Features:

• Instant Loading: Tables load immediately, even with thousands of documents

• Smart Filtering: Filter by category, status, and owner without loading all documents into the browser

  

• Faceted Search: See available filter options based on your current data, with counts for each option

• Multi-Select Support: Select multiple filter values simultaneously for precise filtering

Organizations managing hundreds or thousands of documents will see significantly faster page loads and more responsive filtering, making document management more efficient at scale.

Document Version Archive

Document versions can now be archived, helping teams manage document lifecycle and maintain clean version histories.

Key Features:

• Archive Previous Versions: Archive outdated document versions while preserving them in the audit trail

  

• Clear Archive Workflow: Dedicated archive modal with confirmation prompt prevents accidental archiving

• Automatic File Cleanup: Associated files are properly handled during archiving to maintain storage efficiency

Archiving helps keep document libraries organized by hiding outdated versions from regular workflows while maintaining complete history for compliance auditing.

Analytics Dashboard Improvements

The Analytics Executive Dashboard now includes URL-based filter persistence and improved navigation to document details.

Key Features:

• Shareable Filter Links: Dashboard filters (organizations, frameworks, time period) are saved in the URL, allowing you to share specific views with colleagues
• Direct Navigation: Click “View details” on document metrics to navigate directly to the filtered document requests list
• Framework Filters: Select specific compliance frameworks to focus analytics on relevant programs

These improvements make it easier to collaborate on analytics insights and quickly drill down from high-level metrics to underlying document details.

Responsive Settings Layout

The Settings area now features a mobile-responsive layout that works seamlessly across all device sizes.

Key Features:

• Mobile-Optimized Navigation: Settings tabs stack vertically on mobile devices for easier access
• Desktop Sidebar: On larger screens, settings navigation displays as a sidebar for efficient browsing
• Consistent Experience: All settings functionality works identically across desktop, tablet, and mobile

This update ensures administrators can manage organization settings from any device, improving flexibility for on-the-go configuration changes.

Other Improvements

Additional enhancements to improve the user experience:

• Logo Management: Upload and manage custom organization logos directly in Settings with drag-and-drop support and image preview

  

• Filter Persistence: Document table filters now properly persist when navigating between pages

• Empty State Improvements: Better guidance when document tables have no results

• Due Date Display: Removed redundant “(Overdue)” text from document request due dates for streamlined UI

Analytics Beta

Cable Analytics is now available in beta, providing executive-level insights into your compliance program performance. We can’t wait to hear your feedback! Please share your comments via Slack or customers@cable.tech.

Key Features:

• Executive Dashboard: High-level overview of compliance metrics and trends designed for leadership reporting, including test pass rates, open paper trails, and remediation timelines

  

• Compliance Visualizations: Charts and graphs that answer key questions like “How are my controls performing over time?”, “Which programs have the most open issues?”, and “What’s our average time to remediation?”

• Program-Level Insights: Drill down into specific compliance programs to understand performance by control, risk area, or time period

Analytics transforms raw compliance data into actionable insights, helping organizations demonstrate program effectiveness to auditors, identify bottlenecks in remediation workflows, and prioritize resources based on risk.

Comment Notifications

Building on our document comments feature, Cable now sends notifications when you’re mentioned in or receive replies to comments.

Key Features:

• Mention Notifications: Get notified immediately when someone @mentions you in a comment

• Reply Alerts: Stay informed when someone replies to your comments

• Centralized Notification Feed: All comment notifications appear in your notification center

  

This ensures important conversations don’t get missed, enabling faster response times and more effective collaboration.

Automatic Document Expiration

Documents now automatically transition from Active to Expired status when their expiration date passes, keeping your library and requests accurate without manual intervention.

Key Features:

• Automatic Status Updates: Documents transition to Expired status automatically on their expiration date

• Expiration Date Display: View expiration dates directly on document detail pages

• Status Badge Colors: Expired documents are clearly indicated with distinct visual styling

  

This automation reduces the manual overhead of tracking document validity and ensures your team always has an accurate view of current vs. expired documentation.

Settings Page Navigation

The Settings area now features an improved navigation hierarchy, making it easier to find and configure the options you need.

Key Features:

• Sub-Navigation Structure: Settings are organized into logical groups with clear section headers

  

• Improved Discoverability: Related settings are grouped together for easier access

• Cleaner Layout: Reduced visual clutter makes navigation more intuitive

This update improves the administrative experience, particularly for organizations with complex configuration needs.

Document Management UX Improvements

Several usability improvements make document management more intuitive and efficient.

Key Features:

• Clearer Action Labels: “Link” and “Unlink” buttons renamed to “Add” and “Remove” for clarity
• Consistent Filter Order: Filter dropdowns now maintain consistent ordering across all document views
• Improved Archiving Flow: Updated modal prompts provide clearer guidance when archiving documents
• None Filter Option: Filter for documents with no category or owner assigned

Documents Beta

Cable Documents is now available in beta, providing a centralized hub for managing compliance documentation across your organization.

To enable Documents for your organization, contact your Cable Customer Success Manager. We can’t wait to hear your feedback! Please share your comments via Slack or customers@cable.tech

Key Features:

• Document Library: Store and organize compliance documents with categories, owners, and expiration tracking

  

• Document Requests: Create and track requests for required documentation with status workflows and SLA tracking

  

• Document Lists: Group related documents together for easier management and distribution

• Version Control: Upload new versions while maintaining full history of previous iterations

• Organization Hierarchy Support: Parent organizations can access and manage documents across child organizations

Document Notifications

Cable now sends notifications for document-related events, keeping team members informed about changes to documents they care about.

Key Features:

• Document Change Tracking: Receive notifications when documents are created, updated, or have new versions uploaded
• Request Notifications: Stay informed when document requests are created or fulfilled
• Owner Change Alerts: Get notified when document ownership is transferred to you

This feature ensures compliance teams never miss important document updates, enabling faster response times and better collaboration across the organization.

Document Owner Assignment

Documents and document requests now support owner assignment, making it clear who is responsible for each item.

Key Features:

• Owner Column: View document owners directly in list views for quick reference

• Filter by Owner: Filter documents and requests by owner, including a “None” option for unassigned items

  

• Inline Owner Editing: Change document owners directly from the metadata row without navigating away

This enhancement improves accountability and makes it easier to distribute document management responsibilities across your team.

Bulk Document Import

Import multiple documents at once using Excel spreadsheets, dramatically reducing the time needed to populate your document request lists.

Key Features:

• Excel Template Download: Download a pre-formatted template with the correct columns and validation rules

• Schema-Driven Validation: Automatic validation ensures imported data meets your organization’s requirements

• Deduplication: Built-in duplicate detection prevents accidental reimports

• Preview Before Import: Review parsed data and fix errors before committing the import

  

This capability transforms document request list setup from a manual, time-consuming process into a streamlined bulk operation.

Document Comments with Mentions

Add comments directly to documents and document requests, with support for mentions and threaded replies.

Key Features:

• Inline Comments: Add comments directly in the document timeline without leaving the page

• @Mentions: Tag team members in comments to bring items to their attention

• Threaded Replies: Keep conversations organized with reply threads

  

Document comments create a clear audit trail of discussions and decisions, keeping all context in one place rather than scattered across emails and chat messages.

RA and Questionnaire Download

We’ve enhanced our Risk Assessment functionality with new download capabilities, making it easier for compliance teams to export and share documentation at any stage of the assessment process.

Key Features:

• Download Questionnaires at Any Stage: Export questionnaires whether they’re unfilled, incomplete, or completed, giving teams flexibility to work offline and share with stakeholders

• RA PDF Download Enhancement: Download Risk Assessment PDFs at any point in the process, not just after final approval

• Integrated Questionnaire Content: Questionnaire pages are now automatically included in RA PDF exports for complete documentation

  

This update streamlines compliance workflows by eliminating the need to wait for final approval before accessing essential documentation, enabling teams to collaborate more effectively throughout the risk assessment process.

Raise Reasons in Paper Trails

Cable now provides detailed explanations for why each subject was flagged in Paper Trails, extending the user experience from Tests to create a more efficient workflow.

Key Features:

• Consistent Context Everywhere: Raise reasons now appear in both Test results and associated Paper Trails, providing the same detailed explanations wherever flagged subjects are reviewed
• Clear Failure Explanations: Immediate visibility into specific failure types such as “Transaction Missing Sanction Screening,” “Person Missing DOB Verification,” or “Person DOB Verification Failed” without extra navigation

This capability eliminates guesswork in compliance investigations, enabling teams to focus on targeted remediation rather than manual research across disparate systems.

Auto-Closure of Data Remediated Trails

We’ve automated the closure of Paper Trails when all flagged subjects are remediated via data updates, reducing manual work and keeping your control testing workspace organized.

Key Features:

• Automatic Trail Closure: Paper Trails automatically close when all subjects have been remediated by data, with the closure reason set to “all subjects remediated”
• Reduced Manual Steps: Eliminates the extra step of manually closing trails after remediation is complete
• Cleaner Trail Management: Prevents trails from appearing open for extended periods when all remediation work is actually complete

This enhancement was specifically requested by compliance teams to streamline their daily workflows and reduce visual clutter in their Paper Trails dashboard.

Cable now provides detailed explanations for why each subject was flagged in a control test, enabling faster investigation, more effective remediation, and productive conversations with program stakeholders about specific control gaps.

Key Features:

• Visible Throughout the Platform: Raise reasons appear in both Test results and associated Paper Trails, providing consistent context wherever flagged subjects are reviewed across the Cable application.

  

• Clear Failure Explanations: Immediate visibility into specific failure types such as “Transaction Missing Sanction Screening,” “Person Missing DOB Verification,” or “Person DOB Verification Failed” - eliminating guesswork in compliance investigations.

• Actionable Context Without PII: Detailed reasons that provide enough context to direct teams to the right internal systems and data sources while maintaining data privacy and security standards.

  

• Granular Failure Categories: Comprehensive coverage of common failure types including missing data attributes, incomplete screenings, failed verifications, and data outside allowed parameters.

This capability transforms the compliance investigation process, reducing the time spent understanding alert triggers from hours to minutes and enabling teams to focus on targeted remediation rather than manual research across disparate systems.

We have made significant improvements to our data processing infrastructure to deliver faster results throughout the Cable platform. These enhancements ensure you have near real-time visibility into your compliance testing results.

Key Features:

• Faster Results Processing: Test results and flagged subject counts now update 24x faster than previously.
• Redesigned Tests Experience: The Tests page now displays flagged subjects on the Results tab, making it easier to quickly identify and act on potential compliance issues. Paper Trails can now be found on a dedicated Trails tab.

• Enhanced Performance for Large Datasets: Server-side pagination and lazy loading now handle tests with hundreds of thousands of subjects without performance degradation, ensuring smooth navigation regardless of dataset size.
• Live Control Effectiveness Metrics: Control effectiveness scores are calculated using live queries directly from your data, ensuring metrics always reflect the most current results for accurate reporting.

• Improved Trail Management: Trails now display both total and unreviewed subject counts, helping you better track remaining work. Enhanced metadata and clearer navigation between related Tests streamline your investigation workflow.

• Consolidated Subject View: You can now easily see every Trail a subject has appeared in for a given Test, simplifying the investigation of recurring flags.

This update addresses the foundation of how Cable processes and delivers the results of your control testing, resulting in a faster and more scalable experience across the entire platform.

Understanding how control tests work and having the ability to immediately quantify any control’s effectiveness is critical for modern compliance organizations. Cable now provides a comprehensive Single Page of a Test experience that gives compliance teams immediate visibility into test details, results, and associated investigations without requiring technical support.

Key Features:

• Complete Test Overview: Access all test information in one location including description, status, population size, and performance metrics, eliminating the need to consult multiple systems or request explanations from technical teams.

• Integrated Test Results: View flagged subjects directly within the test page, enabling faster investigation and remediation without navigating between different areas of the platform.

  

• Seamless Trail Navigation: Direct links to associated Paper Trails from the test page, providing complete visibility into ongoing and historical investigations related to specific control failures.

  

• Centralized Test Management: Comprehensive test list view showing all tests, their current status, effectiveness, and risk areas in a single filterable and sortable interface.

This enhancement transforms test management from a fragmented manual experience into a self-service capability, enabling compliance teams to independently understand test logic, investigate failures, and manage their control testing lifecycle with more efficiency than ever before.

Consumer protection compliance has become increasingly complex for US financial institutions, with regulators taking a more aggressive enforcement stance on practices that harm consumers. Cable now provides automated control testing for UDAAP requirements, helping institutions proactively identify and remediate potential consumer protection violations before they escalate into costly enforcement actions.

Key Features:

• Marketing and Disclosure Testing: Automated review of marketing materials, advertisements, and consumer disclosures to identify potential unfair, deceptive, or abusive practices before they reach consumers.
• Product Design Controls: Testing of product features, fee structures, and terms to ensure they do not cause substantial consumer injury that cannot be reasonably avoided.
• Consumer Complaint Analysis: Automated monitoring and analysis of consumer complaints to identify patterns that may indicate UDAAP violations or emerging consumer harm.
• Pricing and Fee Validation: Controls to verify that pricing structures, penalty fees, and account requirements are clearly disclosed and not designed to mislead or take unreasonable advantage of consumers.

This framework enables banks and fintechs to achieve continuous, automated UDAAP compliance testing, proactively identifying potential consumer protection issues before they result in regulatory enforcement actions.