We’ve upgraded the document review experience in Alloy, making it easier to compare, annotate, and decision documents as part of the review process.

Here’s What You Should Know:

• We've launched an updated document panel where you can review, add notes, or rename documents.

• All documents for a given Entity will appear in a thumbnail at the top of the panel for you to easily navigate between and compare side-by-side against other documents without having to take screenshots or downloads needed.

To streamline role management, we've removed autosave from Permissions.  Moving forward, changes to permissions will need to be explicitly saved in order to take effect. 

You can now explore the full catalog of over 250 partner solutions available through Alloy in our new Partner Center. Designed to simplify discovery and evaluation, the Partner Center lets you easily find, compare, and review the latest information on our third-party integrations. It is globally available to all clients and fully integrated into your dashboard experience.

With intuitive search and filter capabilities, you can explore solution partners by category, region, use case, and more, as well as view and manage your active integrations in one centralized place. Individual solution integration pages offer detailed company and product descriptions, access to technical resources like sample API responses, and more.

On the Partner Center homepage you can also filter solutions by featured categories, such as AI/ML functionality and inclusion in Alloy’s new Partner Testing Program, which allows you to test up to 1,000 calls at no additional cost when trialing solutions resold by Alloy for the first time. 

You can navigate to the Partner Center homepage via a new lefthand side menu option. Check out our demo walkthrough video here.

View more context on an Evaluation in a new expansion on Rule Explainability with the Workflow Navigator. Users now have the ability to navigate the Workflow in a read-only view and see the Tags, Outcomes, and Rules that have been set for the Evaluation. Through the Navigator, users see context on Services, Inputs, Outputs, Published Attributes, and Matrix Models to help them better understand the Evaluation Rules and Outcomes.

With this release, users are able to:

• Understand the dependencies between Tags, Services, Published Attributes, and other configuration components for a given Evaluation
• View the Workflow outputs that have been set or not set based on the logic
• More effectively troubleshoot an Evaluation by traversing the Workflow and identifying the thresholds that were triggered
• Gain insights into areas of their policies that could be optimized or improved with additional Tags or logic

We’ve made some enhancements to how Data Exports work in the Alloy platform to improve your experience:

• Email delivery for exports: After clicking Export, you’ll now receive an email from [email protected] with a link to download your file. This means you can safely navigate away from the page while your export processes, which is especially helpful for large data files.
• Consistent column ordering: Columns in exported CSV files are now listed alphabetically across all exports for easier analysis and consistency.

After logging in, your dashboard session will redirect to a secure, dashboard-specific vanity domain. The vanity domain is a personalized URL for your organization, using a unique identifier associated with your Alloy dashboard called a customer slug. This customer slug will become the first part of your new URL: https://{customer_slug}.app.alloy.com. This change helps us improve Alloy’s login security and streamline our authentication and architecture.

You can now test changes to your Portfolio Evaluation (PE) workflow with our new Backtesting tool. Use it when you’re considering a modification to a PE workflow, from a minor threshold tweak to a brand new aggregation, to clearly see the downstream effects. 

Portfolio Evaluations are a way of conducting scheduled or on-demand risk assessments of your entire customer base. Unlike real-time decisioning that assesses entities when specific events occur (e.g. customer applies for an account, changes their contact info or initiates a transaction), Portfolio Evaluations involve running your entire (or subset of your) client base through a pre-configured set of rules, returning a list of entities which meet that criteria and subsequently creating alerts or applications for those entities. Portfolio Evaluations unlock a number of use cases including: perpetual KYC/B, proof of life checks, credit line management and product re-marketing.

The Portfolio Evaluation Backtesting feature works by running a historical "snapshot" of your portfolio through a new or modified workflow. It shows the impact that a change, like an altered threshold or a new rule, would have had on your results. This allows you to experiment and safely test changes to your PE workflow with zero impact on your production data.

To get started with this feature navigate to your Portfolio Evaluation workflow and click the “Test” button on the top right.

Alloy now supports custom Outcomes in Workflows and Journeys, which gives users the ability to tailor Outcome names, colors, and icons to better align to your organization’s risk review protocols and provide the right context for Evaluations, Applications, Alerts and Investigations. In addition, you can now add a characteristic to your Outcome letting Alloy know if the Outcome was good, bad, or neutral.

Here's what you should know:

• Any existing or new custom Outcomes can be tailored in Settings
• Preview how the customized Outcome will appear throughout the platform during creation
• View the Workflows and Journeys where an Outcome is actively being used in our enhanced Outcome Settings Page