New and Improved Features

Bug Fixes

MCO-216146 | Guide | Keep | Review | 2026-02-25

The font size and column layout of the Alerts Overview in the Collection Export to PDF were updated to improve readability and make better use of available screen space. Compliance analysts and supervisors will find it easier to scan alert information at a glance, with more content visible without the need to scroll horizontally.

MCO-213712 | Guide | Keep | Review | 2026-02-25

The Analytics Overview Dashboard was updated to exclude archived policy groups and user groups from its summary views by default. Previously, archived entities appeared alongside active ones, which could cause confusion when interpreting compliance metrics. The dashboard now reflects only currently active data, providing a cleaner and more accurate view for compliance administrators and supervisors.

MCO-212352 | Guide | Review | 2026-02-25

A new filtering option was added to the Alert Inbox that allows compliance analysts to include alerts associated with archived policies. This enables retrospective review of historical surveillance data tied to policies that are no longer active — supporting audit and look-back workflows without impacting the default inbox view, which continues to show only active policy alerts.

MCO-212066 | Guide | Keep | Review | 2026-02-25

User groups can now be filtered to display archived users on demand. Previously, archived users were not visible within group listings, which limited the ability to conduct retrospective compliance and audit reviews. Compliance officers and supervisors can now opt to include archived users when reviewing group membership, ensuring a complete historical record is accessible when needed.

MCO-204957 | Guide | Review | 2026-02-18

Compliance Analysts can now filter their alert inbox by active policy. A new policy filter has been added to the Guide alert inbox, allowing users to narrow the list of alerts to those generated by a specific policy. This makes it easier to focus review efforts on a particular risk category or regulatory requirement, reducing the time needed to triage and action alerts.

MCO-197487 | Guide | Review | 2026-02-18

The column layout and text sizing in the Message Overview table found in the Collections export to PDF file have been updated to make better use of available screen space. Columns are now better proportioned and font sizes have been adjusted to improve readability and allow more content to be visible at a glance, reducing the need to scroll or resize when reviewing communications.

MCO-212214 | Keep | 2026-02-09

The Employee Message Statistics Report now includes an <Account> option in the user group filter. Compliance Analysts can select Account-level grouping to view employee message statistics scoped to the entire account, without needing to select a specific sub-group. This provides greater flexibility when generating firm-wide reporting to support regulatory obligations.

MCO-212204 | Guide | Review | 2026-02-09

The Employee Alerts Statistics Report now includes an <Account> option in the user group filter. Compliance Analysts can now generate alerts statistics at the account level, making it easier to produce high-level, firm-wide views of alert activity across all employees. This enhancement improves reporting flexibility and supports broader supervisory oversight requirements.

MCO-212011 | Guide | Keep | Review | 2026-02-09

User group member lists no longer display archived users. When reviewing or managing group memberships, Compliance Officers and Supervisors will only see active users, ensuring that group membership reflects the current, relevant population of employees. This change improves data accuracy and supports cleaner supervision workflows.

MCO-205795 | Keep | Review | 2026-02-09

Compliance IT administrators can now manage internal email domain wildcards directly within the platform's settings interface. A new management screen allows administrators to enable, add, edit, and remove internal email domains (e.g., @company.com) used to classify message audiences as internal or external. This supports more accurate audience classification for communications surveillance, reducing the risk of misclassified messages affecting alert and review workflows.

MCO-191069 | Guide | 2026-01-28

When Guide is configured in non-anonymous mode, compliance supervisors and administrators can now receive alerts directly in their Review inbox whenever a policy term is detected on a monitored endpoint. Previously, Guide operated in silent monitoring mode only. With this release, detected terms trigger compliance alerts that include flagged text context, supporting timely supervisory review of potential policy breaches.

MCO-191066 | Guide | 2026-01-28

A new Screenshot Capture setting was added to the Guide Client Settings page. When enabled, Guide captures a screenshot at the time a policy term is detected and attaches it as evidence context to the resulting compliance alert. This setting is available only in non-anonymous mode and gives compliance administrators the ability to enable or disable screenshot evidence collection as appropriate for their organisation's monitoring policy.

MCO-142258 | Guide | Keep | Review | 2026-01-28

A new IT Admin user role has been introduced across eComms products. This role is designed for personnel responsible for managing communication source integrations and endpoint configurations. The IT Admin role provides access to integration and connection management functions without granting access to compliance review workflows, allowing organisations to separate technical administration from compliance oversight responsibilities.

MCO-211113 | Guide | Keep | Review | 2026-01-28

The user interface was updated to reflect the new IT Admin role. Users assigned the IT Admin role now see a tailored navigation and settings experience scoped to their responsibilities, which include managing communication source integrations and endpoint configurations. Menu items and settings areas not relevant to the IT Admin role are not displayed for users with this role assignment.

MCO-142297 | Guide | 2026-01-28

The Guide desktop client for Windows was updated with refreshed branding. Changes include updated application icons, installer visuals, notification popup appearance, and updated text and colour styling to align with current product branding standards.

MCO-206270 | Guide | 2026-01-28

Guide-generated alerts in non-anonymous mode are now correctly associated with the user groups of the employee who triggered the detection. Previously, alerts lacked group context, limiting supervisors' ability to filter, escalate, or report on alerts by group. With this change, Guide alerts participate fully in group-level compliance workflows, including group-specific supervision assignments and reporting.

MCO-206350 | Guide | 2026-01-28

The detection logic used by Guide was updated to account for user group membership when evaluating whether a detected term should generate an alert. This ensures that group-specific lexicon policies are correctly applied when analysing communications through Guide, consistent with how surveillance policies are applied in other parts of the platform.

MCO-207449 | Guide | 2026-01-28

Alerts generated by Guide are now displayed in the standard Alerts inbox alongside alerts from other communication sources. Compliance users can search, filter, sort, and act on Guide-generated alerts using the same workflows available for all alert types. Alert metadata specific to Guide detections — including the triggering term and associated policy — is displayed in the alert details view.

MCO-209927 | Guide | 2026-01-28

The Alerts list view was enhanced to render Guide-generated alerts with their associated metadata. Supervisors and compliance analysts can now view Guide alerts alongside all other alert types in the inbox, with correct display of alert source, detected terms, and relevant context.

MCO-207344 | Guide | 2026-01-28

The Guide client was updated so that screenshots are attached to alerts only when the Screenshot Capture setting is enabled in the Guide configuration. This ensures that screenshot evidence is collected and surfaced in compliance alerts in a controlled, configurable manner, consistent with each organisation's monitoring policy.

MCO-203389 | Guide | Review | 2026-01-28

Alerts now store the complete term-to-lexicon-to-policy traceability chain at the time of generation. Compliance users reviewing an alert in the inbox or in reporting can see which specific policy was violated, which lexicon contained the triggering term, and which term was matched. This additional context supports more informed supervisory decisions and strengthens audit defensibility.

MCO-205806 | Review | 2026-01-28

The message monitoring was updated to identify and record the sender identity for each message. This enables the platform to enforce Sender Only policy settings, where a risk term only triggers an alert if the monitored user was the sender of the message — not merely a recipient or participant. This refinement reduces false positives for organizations that wish to limit surveillance to outbound communications only.

MCO-205792 | Keep | Review | 2026-01-28

Message records now display a direction classification — Incoming, Outgoing, Internal, or Undetermined — in the message detail view for emails. This field helps compliance reviewers quickly understand the routing context of a communication, which is particularly useful when reviewing flagged messages for regulatory purposes.

MCO-205968 | Keep | Review | 2026-01-28

Administrators can now manage PGP encryption keys for Bloomberg integrations directly from the platform's integration configuration screen. Users can generate new encryption keys, download existing public keys, and remove keys that are no longer needed. Up to three active encryption keys can be held per integration at any time. This self-service capability eliminates the need for manual key management when configuring or maintaining Bloomberg connectivity.

MCO-205806 | Guide | Keep | Review | 2026-01-28

The layout of exported collection PDFs was refined to improve readability and space efficiency. Changes include reduced font sizes, tighter margins, and improved formatting of email message headers within the document. These updates result in more compact, professional-looking exports suitable for regulatory submissions and legal review.

MCO-207863 | Keep | Review | 2026-01-28

The Unmapped Participants report now includes a standardised header section that displays key report metadata, including the customer name, report type, date range, and the name and timestamp of the user who generated the report. This header provides important context for reports submitted for regulatory or audit purposes.

MCO-207866 | Guide | Keep | Review | 2026-01-28

A standardised header was added to the Employee Message Statistics report, displaying the customer name, report type, generation timestamp, the generating user, and the selected date range. This ensures the report is appropriately documented when included in compliance files or shared with regulators.

MCO-207869 | Guide | Review | 2026-01-28

The Employee Alert Statistics report now includes a standardized header capturing the customer name, report type, date range, and the user and timestamp of report generation. This header ensures consistency across compliance reporting outputs and supports regulatory documentation requirements.

MCO-207872 | Keep | Review | 2026-01-28

A standardised header was added to the Daily Message Totals report, displaying the customer name, report title, generation timestamp, generating user, and selected date range. This update brings the Daily Message Totals report into alignment with other compliance report formats.

MCO-210407 | Guide | Review | 2026-01-28

The Term Statistics report header was updated to include two additional filter parameters: Include Terms with No Flags and Include Archived Terms. These values now appear in the report header alongside existing parameters such as date range and user group, ensuring the header fully reflects the criteria used to generate the report. This improves the accuracy and completeness of report documentation.

MCO-212201 | Keep | Review | 2026-01-28

The Daily Message Totals report now includes an <Account> option in the User Group filter. When selected, the report returns message totals aggregated at the account level rather than by a specific group. This allows compliance analysts to generate a complete, organisation-wide view of daily message volumes without selecting an individual group.

MCO-212207 | Guide | Review | 2026-01-28

An <Account> option was added to the User Group filter in the Terms Statistics report. When selected, the report returns term detection statistics across the entire account, enabling compliance analysts to review flagged term activity at the organisation level in a single report.

MCO-142697 | Review | 2026-01-28

Compliance users can now add an unmapped sender to the Ignored Senders list directly from the alert details view, without navigating to the Settings page. An option is available in the alert actions menu to add the sender and, optionally, clear any pending alerts associated with that sender using the existing clear-pending functionality for ignored alerts. This streamlines the workflow for managing alerts from senders who do not need to be monitored.

MCO-197505 | Guide | Keep | Review | 2026-01-28

The Account Utilization table now includes a column showing the number of active user connections per communication source integration. This information was also added to the CSV export of the table, providing a more complete picture of how communication sources are being used across the account for capacity planning and license management purposes.

MCO-218286 | Guide | Review | 2026-02-25

An issue was resolved where flagged term highlighting would disappear when a reviewer navigated to the next alert directly from within the alert detail view. This caused reviewers to lose sight of the specific terms that triggered an alert, requiring them to re-open alerts to locate relevant content. Flagged terms are now consistently highlighted as reviewers move through their alert queue.

MCO-221446 | Keep | Review | 2026-02-25

An issue was resolved where attempting to download items from certain collections resulted in failures for some or all of the selected files. In affected cases, downloads would not complete successfully, preventing users from exporting collection contents as expected. Downloads from collections now complete reliably, and PDF export options are presented where supported by the message format.

MCO-212804 | Keep | Review | 2026-02-18

Failure detection for SFTP-based data ingestion has been improved. Previously, an ingestion failure for a specific channel or source could go undetected if other ingestion tasks in the same run completed successfully. Failures are now detected and flagged at the individual source level, improving the reliability of data capture and helping to ensure completeness of retained communications.

MCO-219980 | Guide | 2026-02-18

An issue was resolved where filtering the Guide alert inbox by participant did not produce the expected results. When a user entered a participant name in the search filter, alerts were not correctly filtered to show only those involving that participant. This has been corrected and the participant filter now accurately narrows the alert list as expected.

MCO-218290 | Guide | Review | 2026-02-18

An issue was resolved where the alert inbox lost focus on the previously selected row after a user navigated into an alert's details and then returned to the inbox. The previously selected alert row was no longer highlighted on return, making it difficult to track position within the inbox. The selected row is now correctly retained when navigating back from an alert detail view.

MCO-213704 | Guide | Keep | Review | 2026-02-18

An issue was resolved where importing users via CSV failed when the imported file contained an updated full name for an existing user. The import process previously required the full name to match the existing record exactly; if a user's name had changed, the entire import would fail. User imports now correctly handle full name updates, allowing records to be imported or updated even when the display name has changed.

MCO-217977 | Guide | 2026-02-09

Clicking on the sender name within a Guide message was displaying a blank page instead of the expected sender profile or detail view. This has been corrected. Users can now click on a message sender and be taken to the appropriate destination without encountering an empty screen.

MCO-217039 | Keep | 2026-02-09

When filtering messages by a specific date range with an Account-only group selection, the number of records in the Excel export did not match the count shown in the on-screen results. This inconsistency has been resolved. The exported file now accurately reflects the same message count displayed in the user interface, ensuring that exported data can be reliably used for compliance reporting and audit purposes.

MCO-216021 | Guide | Review | 2026-02-09

Attempts to generate a Term Statistics Report using a 90-day date range were failing, preventing compliance teams from accessing term-level surveillance statistics over that period. This issue has been resolved, and reports can now be successfully generated for 90-day ranges as expected.

MCO-213788 | Guide | Keep | Review | 2026-02-09

User counts were being displayed inconsistently across different pages within the platform — for example, the Admin page, Company Profile page, and Subscription page were each showing different totals. This discrepancy has been resolved. User counts are now calculated and displayed consistently across all areas of the platform, providing administrators and compliance teams with accurate and reliable user data.

MCO-197776 | Keep | Review | 2026-01-28

Bloomberg Mail messages exported to collection PDFs now render with correct formatting, including proper spacing, line breaks, and rich text content. Previously, message bodies in exported PDFs lost their formatting, causing text to appear compressed or displaying raw escape characters. The corrected output now matches the message as displayed in the archive viewer.

MCO-197777 | Keep | Review | 2026-01-28

Bloomberg Mail messages exported as part of a collection PDF were incorrectly being grouped and displayed as instant message threads rather than as individual email messages. This caused the exported document to misrepresent the nature of the communications. The issue has been resolved and Bloomberg Mail messages are now correctly formatted as individual emails in collection PDF exports.

MCO-216366 | Guide | 2026-01-28

The Benchmark link in the Analytics section was incorrectly redirecting users to the Overview page instead of the Benchmark content. This has been corrected and the link now navigates directly to the expected Benchmark analytics view.

MCO-214560 | Keep | Review | 2026-01-28

The Show More Messages button in the archive viewer for ICE Chat conversations was not loading additional messages when clicked. Users were unable to scroll through the full conversation history within the archive. This has been resolved and the button now correctly loads additional messages as expected.

MCO-212746 | Review | 2026-01-28

Sorting by column headers on the Ignored Text screen (such as Date and Created By) was only applying to the first page or two of results rather than re-sorting the full list. When reversing the sort order, the results did not reflect the correct global ordering. This has been corrected so that column sorting now applies across the full dataset and pagination updates accordingly.

MCO-211998 | Keep | Review | 2026-01-28

Generating an Unmapped Participants report using the Last 90 Days date range was failing to produce a report. Users who attempted to generate this report encountered an error. The issue has been resolved and reports using the Last 90 Days date range now generate successfully.

MCO-211946 | Guide | Review | 2026-01-28

When navigating between alert details using the next/previous pagination controls within the alert details view, alerts were not rendering correctly. Content would fail to display or appear incomplete. This has been resolved and alerts now render correctly when navigating between them directly from the detail view.

MCO-210058 | Guide | Review | 2026-01-28

When a detected term appeared in both an account-wide lexicon and a group-specific lexicon assigned to different policies, only the account-level alert was being generated — group-level alerts were being suppressed. This meant that supervisors responsible for group-level oversight did not receive alerts they were entitled to see. The issue has been corrected so that a term detected under multiple policy scopes correctly generates alerts at each applicable level, including group-specific ones.

MCO-209026 | Guide | Keep | Review | 2026-01-28

The Account Usage Statistics report was not counting users who had Review access enabled through a Group-level override when the default account setting for Review was disabled. As a result, the reported count of Review-enabled users was understated for accounts using group overrides. This has been corrected and the count now accurately reflects all users with Review access, regardless of whether access was granted at the account or group level.

MCO-207232 | Guide | 2026-01-28

An issue in how authentication keys were generated and stored during new account provisioning caused Guide Client installations to fail during the authentication step for some newly created accounts. The key generation process has been corrected to ensure authentication credentials are reliably stored, allowing Guide installations to proceed successfully for all new accounts.

MCO-206248 | Keep | 2026-01-28

When applying a Legal Hold to a collection containing a large number of messages, an error message was being displayed to the user even though the hold was being applied successfully in the background. This caused unnecessary confusion about whether the hold had taken effect. The issue has been resolved and the Legal Hold action now provides accurate feedback confirming successful application without displaying a spurious error.