September 2026 - Compliance Assignment Details Redesign

Available to Self-Service customers only.

We've redesigned the Details tab on compliance assignments. 🎉 Requirements used to be grouped by type (all limits together, all endorsements together, and so on). They're now grouped by policy, and each policy has its own compliance status, so you can see which policy has the deficiency straight away.

Here's what you can do

• 🚦 See compliance status per policy and jump to any policy from the new navigator (green and red dots)
• 📊 Compare Required vs. Provided for every limit, endorsement, certificate holder, provision and carrier
• 🔍 Filter to Issues or Waivers to focus on what needs attention
• 🗂️ Expand assignment fields with See more, only when you need them
• ✏️ Edit just like before: admins can still override the Requirements Category, and every override is tracked

Open any assignment and click Details to try it out.

👉 Read the full walkthrough and watch the video