Release notes: September 2022 – MindBridge: English (US)

What’s new in MindBridge

This release introduces new tools and improvements to help your organization scale and analyze risk with greater precision, including a robust API, risk segmentation dashboards, custom scoring capabilities, and expanded language support.

New capabilities for Q3

MindBridge releases several updates a year that include new capabilities and features.

MindBridge API

The MindBridge API introduces immense value for organizations who are automating and expanding integration of advanced risk analytics across their business and into upstream and downstream workflows. Enjoy secure data transfer that moves at the speed of your organization, and automate tasks and capabilities within MindBridge like bulk importing, kickstarting analyses, reading, writing, and editing capabilities, and exporting a queryable data table for entries and transactions.

Learn more about the MindBridge API

Read the general API FAQ

Read the technical API FAQ

Risk segmentation dashboard

Offering a new, flexible way to filter and explore the general ledger, this dashboard allows you to understand categorical risk in more meaningful ways. Try the new data segmentation builder to uncover key insights in your financial data with greater granularity and filtering capabilities.

Learn more about the Risk segmentation dashboard

Custom risk scoring

Custom risk scores can be tailored to your organization's needs and methodologies in order to help you better identify financial data anomalies and risk within the data.

Learn more about creating custom risk scores

Expanded language options

To help you open the door for accelerated adoption across international firms, the MindBridge platform and knowledge base are now available for use in German, Canadian French, Parisian French, and Castilian Spanish.

Learn more about MindBridge’s supported languages

Improvements

General improvements

Activity labels clarified on the Prior period comparison dashboard
Error messaging refined to provide quicker solutions
Planning analytics report will now include annotations on accounts from L3 to L5 (“account”)
New viewing and export options for ratios in the annotations table | Learn more
Annotations added to the same visual are now grouped
Ratio improvements

Ratio dashboard

New “Ratio” and “Analysis period” filters to further distill your results
New “Actions” menu allows you to create a custom ratio, export multiple ratios, and view and edit ratios in the engagement settings
- Note: Accounts now default to the ending balance
Ability to log additional ratio details which can be viewed in the ratio settings
New “more actions menu” ( ) allows you to export, duplicate, edit and delete* ratios on the dashboard
- Note: Default library ratios cannot be deleted

Engagement settings

Expanded access — now all users in the engagement can leverage the Ratios tab
Create new custom ratios that fit your methodology
Edit and duplicate library ratios, with a new “Modified” tag for updated ratios
Edit, duplicate, and delete engagement ratios
Ability to log additional ratio details which can be viewed in the ratio settings and in exported annotations
New search bar to help locate ratios quickly
Distinct separation between library and engagement ratios

Library settings

App Admins can duplicate library ratios and manipulate ratio formulas as needed
Show/Hide toggles have been removed — enabling and disabling is still available in the engagement settings
Now you can roll forward all library and engagement settings without impacting base libraries

Exporting ratios: Ratios dashboard

Export now includes a complete overview of ratio details, including additional information, modification tags, numerator and denominator, and formulas used to calculate each period's ratio

Exporting ratios: Annotations dashboard

Export now includes additional information, modification tags, numerator and denominator, and formulas used to calculate each period's ratio