Improved linking functionality to allow auto-linking, reducing manual effort and omissions.

Auto links

This enhancement will bring one of TriLine GRC's best features to the fore and make it easier to see and administer links at a record level.

Surfacing record links

We understand that firms may have 3x3 risk matrix or a 5x7. TriLine GRC will allow customisations to suit your requirements.

Additional Risk Matrix options

By adding custom fields to the KRI module, you will be able to further categorise and classify metrics for more accurate reporting.

Custom fields for KRI module

To protect the sensitivity of event and register records, we are enabling administrators to hide records from reporters.

Improved record security options

Enhanced link options within notifications to quickly arrive at the relevant task or record.

Task links

We are partnering with experts to review our SMCR and Operational Resilience Modules to identify functionality gaps and deliver a world-class compliance module.

SMCR and Operational Resilience improvements

Improved controls and management of compliance updates.

Feedback from Eleni Simpson - DFCapital Bank 
When transferring roles and responsibilities from one position to another, only the TriagePRO records are not included in this function (R&R transfer screen). The only way to transfer Triage records is through the 'show usage' screen, which can be a manual task if one position has multiple records set against them. 

Can Triage records be included in the roles and responsibilities transfer screen as a product enhancement?

DF Capital Bank have requested for Triage PRO to include an administrator setting in system groups.  
Every module in TGRC has an administrator security group apart from Triage PRO which presents some inconsistency in the system. You have to be a full admin to manage Triage PRO and presents a security concern as full admin rights may have to be given to those that shouldn't have them.

Triage PRO currently saves attachments that come through the subscription email. Melton Building Society has raised a functionality where a record with an attachment should be accessible to edit and re-upload. This is helpful when meeting minutes or further work is needed to be added to attachments in a triage record. There is a current functionality by setting a task and saving an attachment through completing the task; however, ease of accessibility is the issue via this route.

Triage PRO enhancements

Send on-demand reminders to task owners to enable immediate action.

On-demand reminders

Additional regulatory and compliance feeds allowing you to stay in control and manage compliance risk.

New compliance data feeds

An additional field will be introduced to Event Tasks to enable prioritisation. This will help locate and distinguish Tasks by priority in all areas of TriLine GRC.

Eleni from DF Capital Bank has suggested a feature where a priority rating can be configured on tasks. Tracking various actions across a business, including those related to risk event resolution and internal audit action findings, is the functionality source. This could be something like “Low, Moderate, High” (which DF Capital uses for Internal Audit). A drop down menu could be added to a task creation screen.

Event task priority

Introducing more dashboards and customisation abilities to the Insights feature.

Insights Standard - Embedded PowerBI Standard

Introducing the ability to custom-build GRC executive and operational reports.

Insights Advanced - PowerBI Reporting

Building a TriLine API (connector) to enable integration with other systems.

GRC Triline : Mercy connect an aged care provider. Lost opportunity of $35K pa ($105K over 3Y) due to API connectivity with Client Management System. At present they have no API integration. Their client system is tailored for aged care. They had no incidents feeding into their control plans and were monitoring everything outside the system. The API integration providing incidents  will help them monitor the effectiveness of their control system and secondly export the ERM data back into their CMS for compliance reporting without having to duplicate it.

Demonstration today with wholesale bank with 3000 brokers. Wanted API integration with slack or teams instead of email notifications from Triforce. Is moving away from email. Ie Task scheduling, overdue tasks, notifications for risks outside of appetite etc. Was keen to see our API roadmap. @priyal.bhosale @rachel.riley @sourabh.pandey

TriLine API Integration

Quickly and easily upload a large number of documents in to TriLine GRC in one bulk upload tool, saving time and effort and improving accuracy.

Bulk data imports

Focus on performance and page responsiveness to make it quicker and easier to get to what you need.

Improving performance

Enhancing the current Cascading Lists functionality to ensure it is fit-for-purpose.

TriLine GRC - Feature suggestion from Doug Crawford, Compliance Manager The Mutual Bank. The Cascading Lists component allows multi selection of parent items, for both the single child select Cascading List and the multi child select Cascading List.
Doug's suggestion is for an option to be added to select if you want the parent to be a single select item. He said this would prevent incorrect data entry to his ASIC Cascading List items that can only have a single parent and a single child.

* It would be a very useful feature if there was an "Import/Export function for cascading lists. Each time I have had to create almost identical lists. The Import/export function, similar to other modules, would be beneficial.*

Events & Registers Cascading Lists improvements

We are bringing consistent date field formatting for exporting to Excel.

Improving Excel reports

This release will allow a complete view of all open, overdue and completed tasks to give you visibility and improve task management.

Geelong Bank, EFTPOS, Allianz, Gateway Bank: Task Teams – It would be nice to have the option when allocating a task team to a process control for completion not everyone in the task team has to complete the process control. There could be tick boxes which allow, 1) anyone to complete the process control i.e the first person to complete the process control marks the task as being completed (this also helps if one person in a team is away unexpectantly, others can jump in and complete the task without it being allocated to them) or 2) all have to complete the process control (which is the current process). Giving customers enough options to choose their own way.

Improving task management

Improvement to AdHoc tasks to ensure tasks are created and the person assigned the action is notified instantly.

Instant AdHoc tasks

TriLine GRC will allow configurable impact categories for capturing the inherent and residual impact of different categories such as Environmental, Customer, Financial, etc. This change broadens out the reporting options to show your risk profile through different lenses.

Risk impact categories

Say hello to new standard options for Controls: Design Effectiveness and Operational Effectiveness. These new fields will appear throughout TriLine GRC to improve Control reporting and to aid Risk Assessment.

Additional Control fields

To help you focus on your data, AdHoc queries will be reformatted and optimised for horizontal and vertical scrolling.

Formatting for AdHoc queries

Ability for Portal users to quickly and easily receive and complete tasks. 

Task assignment for Portal users

Enhancing built-in reporting capabilities by integrating Power BI templates, so that you can visualise and analyse your data easier.

https://ansarada.atlassian.net/wiki/spaces/PRO/pages/2782298783/Release+Plan+Insights+Lite+MVP

Insights Lite - Embedded PowerBI Reporting

Increase account protection with multi-factor authentication.

https://ansarada.atlassian.net/wiki/spaces/PRO/pages/2769846331/Release+Plan+Triline+Integration+with+Identity+incl.+MFA

Multi-factor authentication

Our mission is to raise and protect your company's potential. Here you can learn what we are working on now, next and later to deliver on this mission. If there is something you'd like to see on our roadmap, please let us know below.