> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.cable.tech/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.cable.tech/_mcp/server. # Product Updates ## September 3, 2026 ## **Document Tests** Cable tests your customer and transaction data against the controls in each framework and flags what does not pass. Some requirements cannot be evidenced that way. A board-approved policy either exists or it does not, and the officer designation and annual training records usually live as documents. That half often lived in a shared drive, tracked in a spreadsheet someone had to keep current. Document Tests cover it. A document test is satisfied by a document rather than by data, and sits against the same controls and frameworks as everything else in Cable. You can create your own document tests in Cable for obligations you already track outside the product. A built-in BSA/AML library is also available with support. **Key Features:** * **Upload Against the Requirement**: Each test states what it checks and what your evidence needs to show, so you upload against the requirement itself rather than into a general document store ![Document test detail](/_fern-img/b1da53dfd48ffe209b913f9aacfef1edc242f8ca00693163fba6cbbe6b483a63.webp) * **Clear Evidence Status**: Tests use three statuses: **Passing**, **Due soon**, and **Needs evidence**. The [Document Tests guide](/knowledge-base/product-guides/document-tests) explains how renewal dates and the 30-day due-soon window work ![Document Tests list](/_fern-img/9fbc3248e9d71b998680a0adee5a9e0ff52d6924e914df9fef3e5da3becd9eda.webp) * **Renewal Cadence Per Test**: Each test sets its own cadence, so an annual policy review and a document that never expires behave differently without any manual tracking * **Permanent Evidence History**: Submitted evidence is never overwritten or deleted. Every document a test has ever held stays attached, with who uploaded it and when ![Document test evidence](/_fern-img/a17be3a08858e8eac6e33afc2af90cf6ed83624f76a6b91844fa37a26d12d3d7.webp) * **Same Frameworks, Separate Record**: Document Tests sit against the same controls and frameworks as automated tests, while tracking evidence currency separately. They create no Paper Trails and no findings Your controls can now show the evidence that data can prove and the documents that need to stay current. Full detail is in the [Document Tests guide](/knowledge-base/product-guides/document-tests). ## **BSA/AML Document Test Library** Ten document tests are built and ready to enable, covering the BSA/AML program pillars and the procedures beneath them. Each one cites the paragraph of 31 CFR it answers to. **The four program pillars:** * A written, board-approved BSA/AML compliance program is in place * A BSA/AML compliance officer has been formally designated * Independent testing of the BSA/AML program has been performed * BSA/AML training has been provided to appropriate personnel **The six operating procedures:** * A written Customer Identification Program is maintained * Enhanced due diligence procedures define when additional information is collected, and what is collected * A transaction monitoring procedure is maintained * A suspicious activity reporting procedure is maintained * Controls limiting knowledge of a suspicious activity report are documented * The currency transaction reporting position is stated and remains accurate Every test carries its eCFR citation, a link to the FFIEC BSA/AML Examination Manual, and a methodology listing the specific points your evidence needs to cover, so a reviewer can trace each test back to the requirement it exists for. Nine of the ten renew annually. The compliance officer designation carries no renewal date, because the designation stands until you change it. **To enable the BSA document tests for your organization, contact [Synctera support](mailto:support@synctera.com).** ## **Custom Document Tests** Where an obligation is not covered by the library, you can now author your own document test rather than tracking it outside Cable. **Key Features:** * **Create Your Own**: Choose the control it belongs to, describe what the evidence needs to show, and set how often it must be renewed. Leave the cadence blank for an obligation whose evidence does not go stale ![Create document test](/_fern-img/a227f3acb57160041df3db7a26df01e71ce05c419b4313e7d2749383936557d3.webp) * **Assign Across Programs**: Apply a test to every program it covers in one step. Each program gets its own copy to evidence separately, so an obligation worded once is created once * **Same Behavior as the Library**: Custom tests carry cadence, renewal, ownership, and evidence history exactly as the built-in tests do An obligation you currently track in a spreadsheet becomes a test with an owner, a place in your framework, and a renewal date where one applies. ## **Test Ownership and Archiving** Document tests can now be assigned to a named person, and retired without losing what they collected. Owners are notified in Cable and by email, and anything of theirs still needing evidence appears on their home page alongside their Paper Trails. Assigning a test to yourself notifies no one. Archiving stops a test collecting new evidence and takes it out of your active queue, while keeping everything it already holds. That evidence is the record that the obligation was met while the test was live, which is exactly what an audit asks for. Nothing deletes a document test, so who retired what, and when, stays answerable. ## **AI Assistance for Document Tests** Two optional AI features now sit in Document Tests. You trigger both deliberately, and neither has any bearing on a test's status. **Key Features:** * **Draft a Description**: When authoring a custom test, generate a description from its name and control, or improve a description you have already written * **Summarize a Document**: A **Summarize** button on any uploaded document returns a plain summary of what it says, including substantive points and recorded details like document type, dates, and signatories ![Document preview and AI summary](/_fern-img/2bdf5f5bedd7ac74d56bfab11cb0d2db325d1ef9364e88fc96b0af444772b3dd.webp) * **Available to Reviewers**: Summarizing needs only read access, so someone who can view a test's evidence but not edit the test can still use it * **Downloadable**: Summaries can be downloaded alongside the document they describe * **Status Stays Yours**: A summary describes a document rather than judging it. Status is derived from the evidence on file and its renewal date alone, so it stays reproducible years after the fact You get a faster read of a long document without handing any part of the compliance decision to a model. --- Your compliance framework no longer needs to split automated checks in Cable from policy documents in a shared drive. Document Tests bring those documents into the same controls and frameworks, while keeping the compliance decision with your team. To get started, read the [Document Tests guide](/knowledge-base/product-guides/document-tests) and create your own document test. To enable the BSA/AML library for your organization, contact [Synctera support](mailto:support@synctera.com). ## May 1, 2026 ## **Paper Trails Overhaul** Paper Trails has been rebuilt with a faster list, better visibility from the homepage, and correct workspace scoping across parent and child organizations. **Key Features:** * **Faster List**: Filtering, sorting, and pagination stay fast and consistent even on the largest organizations with thousands of trails ![Paper Trails List](/_fern-img/4235807c792ec3c3e70e1dfdc2706ef2b6c9f9113dec7ed8e6efe5931abf4d3f.webp) * **Search**: A new search bar on the list lets you find a specific trail by keyword instead of scanning or filtering down to it * **Homepage Widgets**: Paper Trails metrics now surface on your homepage so the most urgent work is visible the moment you log in * **Workspace Scoping**: The list respects your selected workspace consistently, so parent-org users no longer see child-org trails bleed into their default view These improvements deliver a faster day-to-day experience for compliance teams managing large trail volumes and eliminate cross-workspace visibility confusion. ## **Analytics Out of Beta** Analytics has graduated from beta to a core part of Cable. The feature is now available to every organization by default (no feature flag required), and the legacy Dashboard has been retired in favor of a single Analytics home. **Key Features:** * **Always-On Access**: The BETA label has been removed. Analytics is now part of the standard experience for all organizations * **Dashboard Retired**: The legacy Dashboard page has been removed. All of its functionality lives in Analytics, and existing bookmarks redirect there automatically * **Cleaner Navigation**: The sidebar no longer shows a separate Dashboard entry, leaving one clear entry point to all compliance metrics Analytics now provides one unified place for executive, subject, and QA insights, removing ambiguity about where to find compliance data and simplifying the sidebar for every team. ## **Risk Assessment Wizard Refresh** The Risk Assessment wizard has been overhauled with a cleaner navigation pattern, scores that update as you edit, and a noticeably faster page load. URLs have been simplified at the same time, and the deprecated Custom Risk Builder has been retired. **Key Features:** * **Tabbed Stage Navigation**: The breadcrumb-style stepper has been replaced with a tab strip that mirrors the rest of Cable. Each tab shows at-a-glance progress for that stage, and Download PDF now lives next to the status badges in the header * **Live Header Scores**: Inherent and residual risk scores in the header now update the moment you change an answer or risk, instead of staying stale until a reload * **Faster Page Load**: A round of behind-the-scenes optimizations cut the wizard's initial load time roughly in half on populated assessments * **Read-Only Polish**: Multi-select, dropdown, and numeric-with-units questions now render their values correctly in read-only mode (previously some appeared blank or partial) * **Simpler URLs**: `/risk-assessment/fincrime/...` has been flattened to `/risk-assessment/...`, with permanent redirects so old links continue to work * **Custom Risk Builder Retired**: The standalone Custom Risk Builder surface has been removed. All risk-area editing now happens within the assessment itself A faster, more polished wizard, with progress and scores that stay in sync with the work you're actually doing. ## **Document-Driven Workflow Creation** Workflows can now be drafted from your own compliance documents. Upload policies, procedures, or regulations, describe the scope, and Cable proposes a complete workflow (tests, data attribute mappings, and source citations) for you to review and approve before anything is saved. **Key Features:** * **From Documents Tab**: A new path on workflow creation accepts one or more documents alongside a scope description ![Document-Driven Workflow Creation](/_fern-img/aa374af5ca1339a1e44866abee8376dcdca9c18be4bc38c7164336d40bd2dfbe.webp) * **Reviewable Drafts**: Each proposed test shows the source document citation and the data fields it requires, inline. Edit names, edit descriptions, add tests, or remove them before approving * **Cited Sources**: Every test keeps a reference back to the document it came from, so reviewers can trace each control to its origin * **Manual Path Unchanged**: The existing Manual creation tab is untouched for teams that prefer to build workflows by hand Document-driven creation turns the slowest part of standing up a new workflow (translating a policy into tests) into a review step, while keeping you as the authority on what actually gets saved. ## **Subject External Link Templates** Admins can now configure URL templates that turn subject IDs across Cable into clickable links to your internal systems, like case management tools, KYC platforms, or anywhere else your team needs to jump to. **Key Features:** * **Template Management**: Create, edit, and delete link templates from Settings → Preferences, with a label, subject type, optional group label, and URL template ![Subject External Link Templates](/_fern-img/0a33a229af74b84f5ffbf7e7c683210b436ab267a187bc744045faba867bb73e.webp) * **Per Subject Type**: Configure different links for different subject types so each subject only shows the destinations that make sense for it * **Multiple Links Per Subject**: Add as many templates as you need; group labels keep them organized when there are several This eliminates the copy-paste-into-another-tab step that compliance teams hit dozens of times a day when investigating subjects across systems. ## **Welcome Modal for New Users** First-time users now get a quick tour of Cable's main surfaces (Tests, Paper Trails, Risk Assessment, Actions, and Settings) the moment they sign in, with deep links into each section. **Key Features:** * **Personalized First-Run**: Greets each new user by first name with product-accurate descriptions of where to go for what ![Welcome Modal](/_fern-img/d80d089d68c5b26dfdd745ebdd45265073424e0fd1273a6b67e3d4bce3fd3cba.webp) * **Replayable Anytime**: A "Welcome to Cable" link in the sidebar footer reopens the modal whenever someone wants a refresher * **Existing Users Unaffected**: The modal only auto-opens for users created after this release, so your current team won't be interrupted on their next login Faster, more confident onboarding for new teammates, without forcing them to find the right surface by trial and error. ## **User Export and Last-Login Tracking** Settings → People now supports exporting your full user list as a CSV, with last-login timestamps recorded per user, built for the access reviews that compliance and security teams run on a recurring cadence. **Key Features:** * **CSV Export**: One click downloads name, email, role, status, date added, date suspended, and last login for every user in the org, including suspended accounts * **Last-Login Timestamps**: Login times are now captured across every sign-in method (SSO, password, and first-time registration) so the export carries a meaningful access signal * **Refreshed People Tab**: The action buttons have been polished with consistent icons and a clearer separation between primary and secondary actions Whether you're pruning dormant accounts or producing evidence for an auditor, the data you need is now one click away. ## **Self-Serve User Deactivation** Org admins can now deactivate users directly from Settings → People, replacing the support-ticket flow that engineering had been running by hand. Deactivations are scoped per-org, fully audited, and reversible. **Key Features:** * **Row-Level Actions**: Each user has a menu with the right action for their state. Deactivate for active users, Resend Invite or Deactivate for invited users, Reactivate for deactivated users. A confirmation dialog spells out what's preserved and what's removed ![Self-Serve User Deactivation](/_fern-img/1599a2b6c43cbebcaa4d08b1928ffa0c7d57ca63d5135d3803c04aa9bb2705fd.webp) * **Per-Org Scope**: Removes the user from this organization only. Memberships in other orgs stay intact, so parent-org admins can offboard from their own org without affecting child-org teams * **Last-Admin Protection**: Cable refuses to deactivate the final remaining admin of an organization, preventing accidental lockouts * **Reactivation via Re-Invite**: Restoring access reuses the standard invite flow. Past activity, comments, trail events, and investigations all remain attached when the user returns * **Audit-Ready Export**: The user CSV now captures the deactivation date and who performed the deactivation alongside the existing fields, built for the recurring access reviews that compliance and security teams run * **Show Inactive Users Toggle**: A new switch on the People tab reveals deactivated and suspended members for review and reactivation Departures, contractor turnover, and quarterly access reviews are now fully self-service for org admins, with a complete audit trail attached to every change. ## **Resend Invite** Org admins can now resend an invite directly from Settings → People for any user still in the Invited state. No more reaching out to support to recover a stale invite link. **Key Features:** * **Self-Serve Action**: A Resend Invite link appears next to any invited user; clicking it generates a fresh invite code and re-sends the email * **Safe on Failure**: If the email fails to send, the original invite code is preserved so the original link keeps working * **Permission-Gated**: Only available to admins with user-invite permission on the organization A small but frequently-asked-for fix that closes the gap between "invited a teammate" and "they're actually in the app." ## March 31, 2026 ## **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 ![Bulk Assign Controls](/_fern-img/57bb009018528e825ce2afc64d532c13b165f93ce6e9e04c4dd1bfad89ebf8fa.webp) * **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 ![Document Request Flow](/_fern-img/ccf0fb35f3cb796c45671999c7c391bc288364268c1a39b5761d4d373cc97312.webp) * **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 ## February 28, 2026 ## **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. ![Workflows](/_fern-img/e16b68ef428a77be092ec7cb1be217b3eee89bf52511b8be9c05fa7c8b5e4035.webp) **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 ![Generate Tests from Document](/_fern-img/a4fc0a43b07c5e9620d07c18ef6b5a4c91705f53396d9313137094e39393820c.webp) * **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 [Synctera support](mailto:support@synctera.com) 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 ![Subjects Dashboard](/_fern-img/994f1807d421b9aa9995f86b6bd88b953e1532357658185f300b6dd0867ae27a.webp) * **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 ![QA Dashboard](/_fern-img/7d80eac97946ca593f737f27caefbff4231290764e961055e26ea23911679bf9.webp) * **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 ## January 31, 2026 ## **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 ![Document Search](/_fern-img/221cd18122d9e9904658a6bc4f98a724a422b3621ae7e15d14327e000a71181f.webp) * **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 ![Document Filters](/_fern-img/8459c4b7eeb27a0260477d11935475ac764861c3e47566ef01ae10fa94076a39.webp) * **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 ![Archive Document Version](/_fern-img/de6c0b377283ef48ebf8175130bcbfdd5429f868bdb28a25fbd649c569c13426.webp) * **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 ![Logo Management](/_fern-img/8b3e1f072fcdaa2ddb992a42fa85eb9b41819ff40bd45c95527bfd9916587c81.webp) * **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 ## December 15, 2025 ## **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](https://app.slack.com/) or [Synctera support](mailto:support@synctera.com). **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 ![Executive Dashboard](/_fern-img/faadec15de66d923353d4fabc186a3eb2753e275105a02a1f2dc3bcae68a21a2.webp) * **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 ![Comment Notification](/_fern-img/37497ad0a8325f24bf1b94c91986b002a1ec9e0d0bb8993afd3e1f1d19f75781.webp) 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 ![Expired Document Badge](/_fern-img/9dec13eaecd11bc7949e54bdc6b30844383fa5757e9f630fc73b7f887440626d.webp) 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 ![Settings Navigation](/_fern-img/20b6062354c3aad8034b7799d5c3992abb3377c30d2ce0c34ccbc721ed32412e.webp) * **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 ## November 15, 2025 ## **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 [Synctera support](mailto:support@synctera.com). We can't wait to hear your feedback! Please share your comments via [Slack](https://app.slack.com/) or [Synctera support](mailto:support@synctera.com). **Key Features:** * **Document Library**: Store and organize compliance documents with categories, owners, and expiration tracking ![Document Library](/_fern-img/7c3e60798467729724e58648476971f37d902b6072dd248267ba9ed6fab7caee.webp) * **Document Requests**: Create and track requests for required documentation with status workflows and SLA tracking ![Document Requests](/_fern-img/e8603778360eee5a31f78756dec5c98b4c55a6d66fc7e1b0097eefff99c35502.webp) * **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 ![Owner Filter](/_fern-img/aca1b3282590dcebfbd0cb257362ac85bf518d09ba317285060f793fc347a08d.webp) * **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 ![Bulk Import Modal](/_fern-img/01c018a867987497447524d0b89f00e270098cec8ef343ef7ce06d17afa2163a.webp) 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](/_fern-img/683108b4f28b513c27410b645147e7c7ff2da379be5fc7f1b85a72b3277edae8.webp) 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. ## September 30, 2025 ## **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 ![Risk Download](/_fern-img/18a8b20606f42d75bea5a6bedffba1e4046b08661f59f703f44722e726e6852c.webp) 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. ![Raise Reasons Trail](/_fern-img/f48e6cd8a4843f773a018af41953f51d35e6d67796fad3c288d38a8956b85447.webp) ## **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. ## August 11, 2025 # Raise Reasons for Flagged Subjects 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. ![Raise Reasons for Flagged Subjects](/_fern-img/f38c30a7c542fbbd41e8a4d8f2864ad14cfbe095ee5302b482502b5563fdaf01.webp) * **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. ![Raise Reasons Tests](/_fern-img/359c780a2b3570affef5a1d93649dc5a8117aa8a787ba9bfb7dec97b62090adf.webp) * **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. ## July 25, 2025 # Enhanced Data Pipeline and Results Experience 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. ![The Results Feature Experience](/_fern-img/4e684f7016336dca5aad423d7b884f5f9c97062e200892737d8ed636737d27f6.webp) * **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. ![The Results Feature Metrics](/_fern-img/6c5fa5bce3850e44b4c469d058171edd492559e6ed32844d71c4aa848ff5726c.webp) * **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. ![The Results Feature Reviewed](/_fern-img/822c695595e3f3bba855f4d7b338013175ebd2b20f22010a590a1bd0302da74b.webp) * **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. ![The Results Feature Trails](/_fern-img/c481237418dd31782fcc91292948658b9742c48cf7fa218d97f445068c108407.webp) 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. ## June 12, 2025 # Single Page of a Test (SPOT) 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. ![Single Page of a Test](/_fern-img/0721946c6ef3cb32a69a4ee397ae799994b3b30ba8672db7495f8f24c6edcf95.webp) **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. ![Single Page of a Test](/_fern-img/9842271355452418375cbd080d4197045db6e75843579f192a233116171451d6.webp) * **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. ![Single Page of a Test](/_fern-img/a114ec7de1395cca7833d9e0939ef51c0fbd5af9310361a266ebde0d2080c01d.webp) * **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. ## May 15, 2025 # Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Framework 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. ![The UDAAP Framework](/_fern-img/d30f3c70f20f97f1dcbca4c5f31f0acfddc2286dd7a94a95cfa7fe85e6ff312a.webp) **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. ![The UDAAP Tests](/_fern-img/9e7a61f57aacef54196f41b8c59a5e2d6b75570de27bd350b8dcf901fd0530f1.webp) 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. ## April 20, 2025 # Ireland Criminal Justice Act (CJA) Framework We have added comprehensive support for the Ireland Criminal Justice Act framework to Cable's automated control testing platform. Irish-regulated financial institutions can now automate compliance testing across all CJA requirements, ensuring continuous adherence to anti-money laundering and counter-terrorist financing obligations. ![The Ireland CJA Framework](/_fern-img/99ee3533ce901900c955de493212ead3ae6e0e556472772154e914de5db49a2b.webp) **Key Features:** * **Customer Due Diligence**: Automated testing for identity verification, beneficial ownership identification, and risk-based customer assessments required under the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010. * **Enhanced Due Diligence**: Comprehensive coverage for testing controls related to high-risk customers, including politically exposed persons (PEPs) and customers from high-risk jurisdictions. * **Beneficial Ownership Verification**: Automated controls to verify compliance with Ireland's Central Register of Beneficial Ownership requirements and beneficial ownership disclosure obligations. * **Suspicious Transaction Reporting**: Testing of processes for identifying and reporting suspicious activities to the Financial Intelligence Unit (FIU) Ireland through the GoAML system. This framework enables banks and fintechs subject to Irish financial regulations to achieve continuous, automated compliance testing, moving beyond sampling-based approaches to comprehensive control effectiveness validation. ## March 31, 2025 # UK Money Laundering Regulations (MLR) Framework We have added comprehensive support for the United Kingdom Money Laundering Regulations framework to Cable's automated control testing platform. UK-regulated financial institutions can now automate compliance testing across all MLR requirements, ensuring continuous adherence to anti-money laundering obligations. ![The UK MLR Framework](/_fern-img/920224d9c760e94e35e33cb11a16c9379680bf13e7f92d5a7638e2400ee83012.webp) **Key Features:** * **Customer Due Diligence**: Automated testing for identity verification, beneficial ownership identification, and risk-based customer assessments. * **Enhanced Due Diligence**: Comprehensive coverage for testing controls related to high-risk customers, including politically exposed persons (PEPs) and customers from high-risk third countries. * **Ongoing Monitoring**: Automated testing of transaction monitoring systems and periodic customer review processes. * **Suspicious Activity Reporting**: Testing of processes for identifying and reporting suspicious activities to the National Crime Agency (NCA). ![The UK MLR Framework Tests](/_fern-img/5771988f4fd3be22434a6cdecdbcdfe5fad6152e64ec6be0e8ac5dc5b925a4b0.webp) This framework enables banks and fintechs subject to UK financial regulations to achieve continuous, automated compliance testing, moving beyond sampling-based approaches to comprehensive control effectiveness validation. ## February 10, 2025 ## Download Paper Trail’s subjects as a CSV You can now download a CSV of raised subjects directly from Paper Trails. This makes it easier to integrate results into your remediation workflow and streamline your process. ![The CVS download button](/_fern-img/029826204b2a5bce96d6c032f519862aa6a351722ed4f0a7ddab4b528f69d957.webp) ### Key Features: * **Grab IDs for your workflow**: Everybody uses different systems and tools. Get the data in a general format to integrate with your workflow. * **Filter before you download**: The generated file will produce the same results as your currently applied filters. * **Primary and Secondary columns**: The file will contain the primary ID that was raised as well as the secondary ID, if present. ## November 22, 2024 ## Enhanced User and Permission Management We’ve updated the **Users & Permissions** system to give you greater control over user roles and access levels within your organization. This enhancement simplifies user management, increases flexibility, and saves you time. ![The new permissions controls](/_fern-img/973cd26f22a187c53dba2c5c4b9d8b2407259330dfab4a4dc1c78e27942a1ad6.webp) Previously, managing user access required reaching out to our support team, which could slow down your workflow. Now, you can assign roles and define permissions directly within the product, putting you in full control. ### Key Features: * **Streamlined Role Assignment**: Easily assign roles like `No Access`, `Viewer`, `User`, or `Commenter` to individual users for specific areas of the product, tailoring access to their needs. * **Granular Role Options**: Assign roles to users at both the organization and program levels for precise access control. * **Default Role Templates**: Create default roles for new users to automatically assign consistent access settings, ensuring a smooth onboarding process. * **Self-Service Management**: Adjust permissions and roles anytime on your own, saving time and enhancing operational efficiency. You can access the new **Users & Permissions** system by navigating to the **Users** page within the product. From there, you can view all users in your organization, assign roles, and manage permissions with just a few clicks. This update simplifies user access management, making it easier to tailor permissions to your organization’s needs. We encourage you to explore these new features and share your feedback to help us continue improving your experience. ## Improved Read-Only Experience Throughout the App ![Read-Only view](/_fern-img/16ed84f01b75e48d1fd798d894138aff046f54617493c3f4140b5e3d45d2803a.webp) We've enhanced the visual cues in read-only views across the app to improve clarity. These updates help you easily recognize when you're in read-only mode, reducing any confusion and preventing unnecessary permission denied errors. ### Key Improvements: * **Clear Visual Indicators:** Added labels and badges that clearly signify when you're in read-only mode, so you know at a glance that editing is not available. * **Simplified Interface:** Adjusted buttons and controls to reflect read-only status by disabling or hiding editing options, minimizing distractions. These enhancements ensure a smoother experience when viewing resources without edit permissions, allowing you to focus on the information you need without unintended interruptions. ## August 28, 2024 ## Improved pagination experience when working with large Trails We have released a small update to the pagination UI for the account / subject list displayed on a Paper Trail. This change improves the manual page input field experience when working with large Trails. ![](/_fern-img/c083a18c25df1131abcfc385f8a777cfef82fc326bcf987caec3b82365df2ad9.webp) ## Document request template sorting You can now sort your document request templates list alphabetically. This will make it easier to find the template you need when creating a new document request. ![](/_fern-img/4c359466efdbbf2a4bc67e813e448c65103c0dfa4e32062e3da70b6d1079d91c.webp) ## Risk Assessment questionnaire deep linking When working with a risk assessment questionnaire, you can now deep link to a specific question. This will allow you to share a link to a specific question with your team. ![](/_fern-img/c022125e27cb0ac2aea1b7c5e741e6258302a36d1e8d5cfa3c3ea218225f4c20.webp) ## QA dashboard extended range The QA dashboard will now show up to 12 months of data. This will allow you to see a longer history of your QA performance. ## August 7, 2024 ## How-to guides available in the app Our “how to” guides are now available through the Cable App, and also at [docs.cable.tech](https://docs.cable.tech) ## July 17, 2024 ## Suspended users shown on Users page As we move into the third year of working with some of our customers, it’s inevitable that some users end up moving on from their roles. Having them clearly marked as “suspended” on the Users page provides clarity to your teams as they work in Cable. ![](/_fern-img/7624259921edbf5c2885d4292ba48edf5e777e7b2872d7b5663e7d40efc3265a.webp) ## July 12, 2024 ## Currency localization in Risk Assessment Our customers are spread out across multiple geographies, meaning multiple currencies! Our Risk Assessment now considers where you are and updates the currency to match your location. Completing the questionnaire is now even easier. _Showing the 20 most recent of 67 entries. Append `/llms.txt` to the changelog URL for the complete index._