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Restore Project-Level AI Draft Filters After Clearing Section-Level Filters
Customer: Nokia Summary: A gap has been identified where, once a section-level filter has been applied within a project and subsequently cleared, the section no longer inherits the project-level AI Draft filters. As a result, users are unable to run AI Draft against that section using the project's configured filters and…
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Individual question completion functionality VS current section completion only
Problem Statement Organizations with multiple Subject Matter Experts (SMEs) and reviewers often collaborate across different time zones and schedules. Today, once a section is assigned for review, individual questions within that section remain editable until the entire section is completed. This creates challenges when…
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Ability to view inline citations once published to a Project (not in view mode)
What I am trying to see is once a project has had AI Draft run, the answers reviewed and have been applied from within the AI Draft Answers Page, then the AI Draft Answers Page is closed and our QNR is then populated with the applied answers. Is there a way to go back and look at how AI Draft was run to come up with those…
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Bulk answer-type edits across sections are not supported
State Street has requested for this Enhancement Users can bulk edit within a section, but not across sections.
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Answering page does not clearly separate multiple questionnaires (as it does in Section View)
State Street has requested this Enhancement When multiple files are imported, users want to distinguish them by imported file name in answering page. They would like to View by imported file name.
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Grid view cannot expand all sections at once
State Street has requested for this Enhancement Users want a list-view-like ability to show individual sections or all sections in grid view. We Should give the option as we have in list view to look at individual sections or all sections .
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Project-level tags requested instead of org-level tags
State Street Requested for this enhancement Client has requested for tags/flags to be customizable by project; current tags are org-level. Current workaround of Use the standard tag format in the interim (SME1 / SME2) is not ideal. We should think about adding tags at a project level
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Content Reference Tags not showing the actual answers (values) when seen on the recommendations
[TKT-219318] The feature requested by Invesco is for Content Reference Tag (CRT) values to be visible in the Preview Results when using the Auto-Respond feature in the Project Area. Currently, the CRT values do not appear during the preview stage – they only become visible after they are applied to project answers. The…
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Hide the "Message Guests/Authors/Reviewers" field when "Queue & Notify Later" is enabled
Current behavior When assigning a guest user (or author/reviewer) to a section, users can enter text in the Message Guests field and enable "Track as section comments". However, if "Queue & Notify Later" is also turned on, the message text is silently dropped – it does not appear in the assignment notification email, nor…
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Add "Edit in Word Online" support for Microsoft Word attachments within Discussions
I am submitting this on behalf of Westinghouse (275k) Summary Enable users to open and edit Microsoft Word attachments directly from a Discussion using Edit in Word Online, similar to the existing functionality available for documents in the Documents tab. Current Behavior Users can upload Word documents as attachments to…
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Veeam API Integration
Veeam specializes in data protection, backup, and disaster recovery solutions. As for the use case, Netcall is looking for automation within Responsive for exports to source for all projects currently open. They want the RFP export package to be updated back to Veeam.
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Bulk Accept / Auto-Apply Content Library Update Suggestions in Projects
Currently, when Content Library updates are made to Q&A pairs that are used in projects, each updated response is flagged with a light bulb icon within the project. Users are required to click into each individual response and accept the change one by one. For organizations managing large-scale projects such as standard…
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Native Support for Fillable PDF Import
Customer: Federated Hermes Problem Statement Federated Hermes regularly receives due diligence questionnaires and RFPs as fillable PDF forms. Because Responsive does not currently support importing fillable PDFs, the team must first convert each document to Microsoft Word before importing it into Projects. The conversion…
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Organization-Defined Quality Check Rules
Customer: Federated Hermes Problem Statement Federated Hermes uses Responsive to respond to regulated due diligence questionnaires and RFPs in the asset management industry. As part of their compliance review process, they maintain an internal list of prohibited words and phrases (e.g., promissory language) that cannot…
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Display “Submission Due” Task Only on the Project Due Date in Calendar View
I’m submitting this enhancement idea on behalf of our strategic client, Optum. Overview Optum is requesting an update to the Response Project Task module within Calendar View. The system-generated default “Submission Due” task currently displays across the full project lifecycle from the “Start Date” (i.e. project created…
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Ability to select multiple questions in a section for AI Answering
Elemica had an idea for the project/AI workflow. Sometimes, they have multiple questions in a section that are answered differently than other questions in that same section. For example, 10 questions in the section. 5 answered one way, 5 answered another way (maybe with a topic, product, etc). Elemica wants the ability to…
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GRIFOLS - Cross-Lingual Concept Searching (Semantic Search Across Languages)
As discussed with the customer today @sathish s I were able to get the information to understand their request as mentioned below Cross-Lingual Concept Searching (Semantic Search Across Languages) The AI needs to understand the keyword regardless of the language it is typed in. If a user searches in French, the AI should…
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Documents for Projects - additional filtering
New feature is really welcomed by Amundi team. They are v appreciative of it but have asked if there could be an enhancement which would allow you to filter for specific document you have added per section?
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Suggested teams- reviewers
Wolters Kluwer CP & ESG have teams identified such as Security, Product etc. When a Projects Questions are sent to review, they are reviewed by team and not individuals. They have requested that AI should suggest a team based on the content, i.e. if security related content could it suggest Security team.
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Collections field mandatory- Generali Asset Management
Generali have asked that collection field be mandatory to help prevent unauthorized content being visible across multiple entities within the same Generali environment. It's proving risky as some teams should not have access to the content. Can this please be reviewed with urgency? they mentioned they asked for this over…
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Improve Visibility When AI Draft Is In Use
Hi Team, Raising an enhancement request on behalf of Nokia. Problem: Today, AI Draft can only be run by one user at a time. If a user initiates AI Draft on a project, other users attempting to use AI Draft elsewhere in the platform are unable to do so until the active process completes. The challenge is that users…
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Consistent Permission Enforcement for Clarifications Across All Access Points at the Question Level
Request: Implement consistent permission enforcement for the Clarifications feature across all access points at the individual question level, specifically aligning the behavior of the right-side docked panel with the existing restrictions applied via the 3-dot menu. Current Limitations: When a Veeva Team Member user is…
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Global Find and Replace on Answering Page
Request from Veeva Systems: "Find and replace on the answering page only works on each individual question. It would be very helpful to have a global find and replace feature that can cover the entire answering page to keep from having to edit a consistent error in multiple answers individually (e.g., SME keeps using…
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Move "Ready for Review" Text
Request from Veeva Systems: "Move the "Ready For Review" text to the top right corner (or another area) of the Q&A card. Currently being confused as part of the Bulk Actions checkbox"