We’re excited to share the latest improvements in our April 2025 release, focused on enhancing assessment workflows, boosting platform usability, and expanding AI capabilities. Here’s what’s new in Whistic this month!
Assess
Boost Efficiency with Enhance Copilot Workflow
We’ve rolled out key usability improvements to the Copilot workflow, including smarter CC inputs, automatic SOC 2 tagging, improved status messaging, and further simplified the workflow. These updates help assessors work faster and more confidently with better visibility, fewer clicks, and more consistent reporting. Learn more
Export a Customized Assessment Report
It's here – a fully customizable assessment export! Once your vendor assessment is complete, simply select Export to export all your key findings from the assessment as a PDF. Choose to include several components of the assessment by default, from the Executive Summary to Review Notes and many more. Learn more
All Your Key Assessment Information In One Place
Step 3 of the Copilot workflow now includes dedicated content tabs for Review Notes, Vendor Summary, SOC 2 Summary, Sources, Notes, Clarification Questions, and Issues. This added structure makes it easier to find and act on key data before finalizing, so your decisions are clearer and your reports more complete. Learn more
RiskRecon Tracks the Risk Letter Grade
Both the 'letter' and 'number' of the RiskRecon rating structure are available. This provides a more complete and consistent view of vendor risk, aligning with data found directly within the RiskRecon portal. Learn more
Customize Questionnaire Numbering
Do you have your own questionnaire numbering method? Now you can apply customize numbering to your questions, in addition to letting the system generate them if you prefer. Simply open the Questionnaire Editor and select the Identifier field to update.
Platform
SSO Customers: Managed & Archive Roles for IDP-controlled Users
Admins can now directly mark IDP-controlled users as “archived” or “managed” within the User Management interface. This improves SSO-based user governance and simplifies access control without requiring backend support. Learn more.
Content Updates
Oracle Cloud Breach 2025 Questionnaire
A new incident response questionnaire is available to help assess the impact of the Oracle Cloud breach across third parties. The questionnaire is available here.
These updates are now live! As always, thank you for choosing Whistic!