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Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

External Audit

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Automate the external auditing process to help external auditors identify non-conformities in less time using less resources. External Audit one of the core applications within the InovaareGRC platform helps the organization to provide external auditors necessary information with evidence so that external auditors can validate and ensure organization is complaint as per the regulations.

Business Value proposition

Create risk-based Audit Plans to ensure organizations Risks are managed effectively by consolidating critical functions, maintaining Audit History and ensure organization is complaint as per the compliance and regulatory requirements.

Expected Business Impact

  • Visibility to External Auditors and Chief Auditing Officer to all Risk Based Audit Plans
  • Simplify External Audit process and perform Audit Analysis
  • Detailed Insights on Audit Progress
  • Reduced Risks with early Deficiency Detection and Continuous Monitoring
  • Integration with other GRC applications like Risk, Survey, Monitoring etc to provide necessary evidence
  • Consolidated Audit Report for Audit Closure

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Internal Audit

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Automate the internal auditing process to help internal auditors identify non-conformities in less time using less resources. Internal Audit one of the core applications within the InovaareGRC platform helps the organization to provide internal auditors necessary information with evidence so that internal auditors can validate and ensure organization is complaint as per the regulations/ polices and procedures.

Business Value proposition

Create risk-based Audit Plans to ensure organizations Risks are managed effectively by consolidating critical functions, maintaining Audit History and ensure organization is complaint as per the compliance and regulatory requirements/polices and procedures.

Expected Business Impact

  • Visibility to Internal Auditors and Chief Auditing Officer to all Risk Based Audit Plans
  • Simplify Internal Audit process and perform Audit Analysis
  • Detailed Insights on Audit Progress
  • Reduced Risks with early Deficiency Detection and Continuous Monitoring
  • Integration with other GRC applications like Risk, Survey, Monitoring etc to provide necessary evidence
  • Consolidated Audit Report for Audit Closure

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Risk Management

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Consolidate and Centralize all Risk Activities within the Organization by Automating Complex Risk Management Activities, Testing Controls, Collecting Evidence and Addressing Findings.

Expected Business Impact

  • Visibility to Risk Manager to all Risk associated with the Organization
  • Centralized Repository for all Risk Activities
  • Enhanced Risk Reporting for more Accurate Risk Insights
  • Automate Risk Process
  • Integration with other GRC applications including Audit, Surveys, CAP etc

Risk Management Feature Highlights

  • Centralize all Risk Management Activities
  • Add Risks
  • Link Risk with GRC Libraries
  • Identify and Access Risks using Risk Assessments Workflow
  • Assess Risk Likelihood
  • Assess Risk Impact
  • Risk Treatment for identified Risk
  • Define Risk Appetite
  • Monitor the Risk
  • Risk Heatmap
  • Create Issue and Corrective Action Plans

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Issue Management

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Centralized Repository for Reporting, Managing and Remediating all GRC Specific Issues to Ensure Compliance.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Critical Issues impacting Compliance Requirements
  • Repository for all type of Issues
  • Monitor and Remediate Issue before the SLA is Breached
  • Compliance Reporting to External Auditors

Issue Management Feature Highlights

  • Centralize Repository to Log and Track GRC Specific Issues
  • Categorize Issues
  • System calculated Issue Criticality based on Configuration
  • Automatic assign Issue to the Issue Owner based on Configuration
  • Assign Issue Manually to the Issue Owner
  • Configuration to define SLA for the Issue based on Issue Criticality
  • Upload reference documents related to the Issue
  • Issue Reporter to provide impact of the Issue
  • Pre-Define Corrective Action Plan based on the Issue Category and Subcategory
  • Configuration to trigger Corrective Action Plan automatically
  • Create Corrective Action Plan Manually
  • Review, Approve and Close Issue
  • Re Assign Issue and Corrective Action Plan Tasks
  • Configure Corrective Action Plan Task Workflow

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Org Structure

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Replicate your Internal Organizational Structure in the Org Structure Application Providing Decision Makers the Overall Visibility at the Organizational Level.

Expected Business Impact

  • Organized Approach to Align Governance Processes
  • Visibility to any Internal Organizational Activities at the Overall Organization Level
  • Managing Governance and Compliance Risks of an Organization

Org Structure Feature Highlights

  • Create Org Structure
  • Create Org structure at different levels. Parent level and up to 5 levels
  • Add Org Name, Location, Business Unit, Role and Users in the Org Structure
  • Ability to create and manage Org Structure via chatbot
  • Manage and update Org Structure
  • View Org Structure
  • Export Org Structure
  • Create Org Structure via chatbot
  • Manage/Update Org Structure via chatbot
  • Databot to provide Org Structure Insights

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

GRC Repository

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Centralized Repository for Creating and Managing any type of GRC Libraries such as Risks, Controls, Assets and Process.

Expected Business Impact

  • Visibility to all GRC Components of the Organization as it is available at a Single Place
  • Identify, List and Maintain all Risks, Controls, Assets etc within the Organization required for any Assessments

GRC Repository Key Highlights

  • Create different GRC Libraries (Risks, Controls, Assets, Process etc)
  • Approve Libraries
  • Create Libraries via Timebot
  • Manage/Update Libraries via Timebot
  • Databot to provide Libraries Insights
  • View different Libraries
  • Export Libraries
  • Libraries Metrics
  • Libraries Dashboards
  • Libraries List View
  • Define Libraries Criticality

Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

Document Management

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional With fee

"Centralized repository for creating and Managing any type of Documents.

Expected Business Impact

  • Visibility to Chief Compliance Officer to any type of documents impacting organization and Compliance Requirements
  • Single Repository to Manage all documents
  • Stay Compliant Proactively and Ease in Project Execution

Key Features

  • Create documents
  • Document Upload
  • Collaborative Document Generation
  • Configure document Status
  • Configure document Restrictions
  • Review documents
  • Configure Approver Workflow for documents
  • Approve documents
  • documents Amendment
  • Configurable documents Task Workflow
  • documents Version
  • Set documents Expiration Date
  • Create Issue for documents
  • Create Corrective Action Plan for documents
  • Set Due Date
  • Configure Reminders
  • Configure Notifications
  • Re Assign documents Task
  • Search for documents
  • Notify documents nearing Renewal

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Questionnaires

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Single Repository for Creating and Managing Questionnaires related to any Functional Area within the Organization.

Expected Business Impact

  • Centralized Repository for Creating and Managing Questionnaires related to any Functional Area
  • Integrated across all GRC Platform Applications
  • Simplified Tool for Gathering Critical Business Information from different Stakeholders

Key Features

  • Ability to create and manage questionnaire manually using the add/manage questionnaire user interface
  • Ability to create and manage questionnaire via template
  • Ability to create and manage questionnaire via chatbot
  • Add multiple sections within a questionnaire
  • Add multiple questions within a section
  • Configure question response
  • Add conditional questions
  • Configure scoring and rating at individual question, section and at overall questionnaire level
  • Add questionnaire approvers
  • Attach documents at question, section and at overall questionnaire level
  • Add question comments
  • Export questionnaire
  • Own questionnaire by business unit
  • Own questionnaire section by business unit

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Surveys

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

User Friendly Interface Integrated with all Platform Applications and Business Units to Seamlessly Gather, Manage and Process any Information received from any Internal and External Stakeholders of the Organization.

Expected Business Impact

  • Gather information related to Business Operations at any point of time
  • Easy and Quick Consolidation of Survey Response for better Data Insights and Decision Making

Key Features

  • Ability to create and manage surveys manually using the add/manage survey user interface
  • Ability to create and manage survey via template
  • Ability to create and manage survey via chatbot
  • Select questionnaire within a survey
  • Schedule a Survey (Weekly, Biweekly, Monthly, Half Yearly, Yearly)
  • Schedule Ad hoc Survey
  • Select business unit and respondents to survey
  • Review and approve surveys
  • Add questionnaire approvers
  • Attach reference documents for a survey
  • Configure reminders to survey
  • Configure survey notifications
  • Set survey due date

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Boards

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Single source of truth for Board Members/Investors/ Decision Makers to view Business critical Metrics, Reports and Dashboards.

Expected Business Impact

  • Display Data of the entire GRC Functions allowing Quick Assessment of Organization Progress, Identify Issues and Generate Reports to adhere to Reporting Requirements and stay Compliant

Key Features

  • Configure Business Critical Metrics/Dashboards
  • Display Business Critical Metrics/Dashboards
  • Notify Board Members on SLA breach
  • Notify Board Members on activities impacting Financials/Strategy

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Conflict of Interest

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Stay Compliant as per the Compliance and Regulatory Requirements by Proactively Identifying and Mitigating Conflicts within the Organization.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Conflicts impacting Compliance Requirements
  • Single Repository for logging and tracking any type of Conflicts
  • Remediate Conflict Proactively prior to Audit

Key Features

  • Set up Campaign to identify Conflict Of Interest
  • Create and Add Disclosures
  • Configure different Campaign Status
  • Configure Conflict Response
  • Select Campaign Due Date and Frequency
  • Select Campaign Approver
  • Upload reference Documents related to Campaign
  • Select Business Unit to whom the Campaign is Assigned to
  • Select Campaign Respondents
  • Receive Campaign Disclosures from Respondents
  • Extend Campaign Due Date
  • Respondents can save the Disclosures before Submitting
  • Respondents can change the Disclosures Response before Campaign Close Date
  • Compare Disclosure Response from Previous Year Response
  • Save Disclosure Response
  • Automatically Identify Conflict Response
  • Create Issue Automatically or Manually
  • Trigger Corrective Action Plan for created Issue
  • Configure Issue Creation

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Assignment

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

Stay ahead and get notified on your priority tasks and track all the assigned tasks. Enables users to stay ahead of all important notifications and tasks for smooth operations.

Expected Business Impact

  • Prevents due date nd SLA breach
  • Smooth operations of all activities before due date
  • Configure to get notified on important tasks

Key Features

  • Select critical tasks that needs to be notified
  • Select critical tasks that needs to be highlighted
  • List view of all key notification
  • Highlight tasks that is approaching due date

Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

Regulatory Library

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Centralized repository of all Regulations. Instant Access to all Regulations along with any Amendments Relevant to your Domain and Geographical Locations .

Expected Business Impact

  • Stay updated on latest Regulation Amendments to stay Compliant
  • Access to all Regulations and Create Library of all Regulations
  • Assess the Organization Controls Proactively based on the Regulatory Changes to stay Compliant

Key Features

  • Regulatory Library Document Upload
  • Configure Regulatory Library Type
  • Configure Regulatory Library Status
  • Review Regulatory Library
  • Configure Due Date for Regulatory Library Review and Approve
  • Configurable Regulatory Library Task Workflow
  • Configure Reminders
  • Configure Notifications
  • Clone Regulatory Library Task

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Regulatory Library

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

Task cloning facility with interactive Chatbot.

Expected Business Impact

  • Allow the RL users to clone the existing RL Tasks. Chatbot to search and fetch the required information with ease.

Key Features

  • Chatbot for Regulatory Library
  • Clone Regulatory Library Task

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Contracts

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Centralized repository for Vendor or any type of Contracts. Repository to Manage and Document Contracts, Deliverables, Terms and Conditions, Amendments during Execution Ensuring Customer Satisfaction and Compliance.

Expected Business Impact

  • Visibility to Chief Compliance Officer to any type of Contracts impacting Customers and Compliance Requirements
  • Single Repository to Manage all Contracts
  • Stay Compliant Proactively and Ease in Project Execution

Key Features

  • Create Contract
  • Contract Document Upload
  • Collaborative Document Generation
  • Configure Contract Status
  • Configure Contract Restrictions
  • Review Contract
  • Configure Approver Workflow for Contract
  • Approve Contract
  • Contract Amendment
  • Configurable Contract Task Workflow
  • Contract Version
  • Set Contract Expiration Date
  • Create Issue for Contract
  • Create Corrective Action Plan for Contract
  • Set Due Date
  • Configure Reminders
  • Configure Notifications
  • Re Assign Contract Task
  • Search for Contract
  • Notify Contract nearing Renewal

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Strategy

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Define the Organizational Strategy using the Strategy app to Address and Meet Compliance and Regulatory Requirements.

Expected Business Impact

  • Investors and Decision Makers to Define Strategy to meet Compliance and Regulatory Requirements
  • Identify Strategy Framework wrt Compliance and Regulatory Requirements

Key Features

  • Create Strategy
  • By default, Strategy will be defined at the Parent Organization
  • Link Strategy to the respective Strategy Framework
  • Add Goals to the Strategy
  • Add Objectives to the Strategy
  • Approve Strategy
  • Multiple Strategy can be linked to the same Strategy Framework
  • Create Strategy via Timebot
  • Manage/Update Strategy via Timebot
  • Databot to provide Strategy Insights

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Project

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Implement different Projects via Projects Application to align with the Strategy defined by the Organization.

Expected Business Impact

  • Implement Projects to align with Organizational Strategy
  • Visibility to all Active Projects within the Organization
  • Prioritize and Implement Critical Projects to ensure Compliance prior to Audit

Key Features

  • Create Projects
  • Link Projects to the respective Strategy
  • Link Projects to different levels within an Org Structure
  • Approve Projects
  • Define Project Due Date
  • Multiple Projects can be linked to the same Strategy
  • Create Project via chatbot
  • Manage/Update Project via chatbot
  • Databot to provide Project Insights
  • View Project
  • Export Project
  • Project Metrics
  • Project Dashboards
  • Project List View
  • Upload Project Document
  • Add Project Task
  • Assign Project Task
  • Review Project Task
  • Define Task Due Date
  • Configure Reminders
  • Configure Notifications

Release TimelineQ4 2025

Product Pillar

GRC

Product

CAP

Release Type

New Feature

Upgrade Option

Optional with fee

Corrective Action Plan to resolve GRC specific Issues.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Critical Issues impacting Compliance Requirements
  • Repository for all type of Issues
  • Monitor and Remediate Issue before the SLA is Breached
  • Compliance Reporting to External Auditors

Key Features

  • Centralize Repository to Log and Track GRC Specific Issues
  • Categorize Issues
  • System calculated Issue Criticality based on Configuration
  • Automatic assign Issue to the Issue Owner based on Configuration
  • Assign Issue Manually to the Issue Owner
  • Configuration to define SLA for the Issue based on Issue Criticality
  • Upload reference documents related to the Issue
  • Issue Reporter to provide impact of the Issue
  • Pre-Define Corrective Action Plan based on the Issue Category and Subcategory
  • Configuration to trigger Corrective Action Plan automatically
  • Create Corrective Action Plan Manually
  • Review, Approve and Close Issue
  • Re Assign Issue and Corrective Action Plan Tasks
  • Configure Corrective Action Plan Task Workflow

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Pre delegation audit

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Industry standard process is being followed as part of the Vendor onboarding. Automates audit steps and assists Organizations to define evaluation criteria tailored to their needs.

Expected Business Impact

  • Improved vendor quality with faster vendor evaluation. It assists to meet industry standards by thoroughly assessing vendors before delegation. It helps in maintaining a clear record of evaluation making it easy to track decisions.

Key Features

  • Vendor Registration
  • Audit Workflow Management
  • Customizable Questionnaires
  • Review & Risk management
  • Document Management
  • Audit Tools
  • Collaboration Tools

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Reports & Monitoring

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Expected Business Impact

  • Data Accuracy & Integrity – Prevents incorrect or incomplete data submissions, ensuring high-quality reporting.
  • Automated Compliance Checks – Ensures vendors follow data submission guidelines, reducing manual review efforts.
  • Timely Issue Detection – Identifies incidents or deficiencies in vendor submissions early, enabling quick resolution.
  • Streamlined Remediation – Automates follow-ups and corrective actions for non-compliant data submissions.
  • Enhanced Vendor Accountability – Tracks vendor performance based on data quality and compliance.
  • Improved Decision-Making – Provides a clear, data-driven vendor scorecard for performance assessment.
  • Efficient Workflow Management – Automates scheduled reporting and task assignments, reducing administrative workload.

Key Features

  • Task Assignment & Scheduling – Send one-time or recurring data submission requests to vendors.
  • Data Validation & Schema Enforcement – Restricts submission of incorrect or improperly formatted data.
  • Automated Metrics Evaluation – Analyses submitted data against predefined KPIs and compliance rules.
  • Incident & Deficiency Detection – Flags missing, incorrect, or non-compliant data.
  • Remediation Workflow – Triggers corrective actions, follow-ups, and escalations for deficiencies.
  • Vendor Scorecard Generation – Creates performance reports based on data submission quality and compliance.
  • Audit Trail & Reporting – Maintains a history of submissions, corrections, and compliance trends.
  • Role-Based Access Control – Ensures only authorized users can review, approve, or remediate data issues.

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Surveys

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

User Friendly Interface Integrated with all Platform Applications and Business Units to Seamlessly Gather, Manage and Process any Information received from any Internal and External Stakeholders of the Organization.

Expected Business Impact

  • Gather information related to Business Operations at any point of time
  • Easy and Quick Consolidation of Survey Response for better Data Insights and Decision Making

Key Features

  • Ability to create and manage surveys manually using the add/manage survey user interface
  • Ability to create and manage survey via template
  • Ability to create and manage survey via chatbot
  • Select questionnaire within a survey
  • Schedule a Survey (Weekly, Biweekly, Monthly, Half Yearly, Yearly)
  • Schedule Ad hoc Survey
  • Select business unit and respondents to survey
  • Review and approve surveys
  • Add questionnaire approvers
  • Attach reference documents for a survey
  • Configure reminders to survey
  • Configure survey notifications
  • Set survey due date

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Medicare Universe Scrubber

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

The enhanced Medicare Universe Scrubber will leverage AI-driven insights to identify recurring errors, suggest process improvements, and ensure fast, CMS-compliant, error-free data submission.

Expected Business Impact

  • Advanced Error Alerts – Improved detection and notifications for potential data issues.
  • Comprehensive CMS Rule Coverage – Ensuring compliance with all CMS protocols.
  • Accelerated Universe Data Processing – Faster and more efficient data handling.
  • In-Depth Error Insights – Detailed summaries to pinpoint issues accurately.
  • AI-Driven Error Resolution Recommendation – Actionable recommendations for remediation and process optimization

Feature Highlights

  • Usher AI Integration – Intelligent insights for error detection and recommending resolution.
  • Enhanced UMS Error Summary Report – Comprehensive error tracking and reporting.
  • AI-Powered Timeliness Reports & Dashboards – Real-time compliance monitoring with AI driven analysis of the Issue descriptions.
  • Error Overview Dashboards – Holistic view of errors for quick resolution.
  • Advanced Error Override Dashboard – Greater control over error management and documentation of true errors for audit purposes.
  • Enhanced DO & DE Notifications – Improved alerts for critical updates.
  • Automated Publishing & Un-Publishing Alerts – Streamlined notification system for data changes.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Medi-Cal Scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

The Medi-Cal/Medicaid Scrubber will leverage AI-driven insights to generate error reports, identify recurring issues, and provide actionable recommendations for process improvements. It ensures accurate, CA compliant data submissions with user concurrency, real-time reporting, and customizable rules.

Expected Business Impact

  • Advanced Error Alerts – Improved detection and notifications for potential data issues.
  • Comprehensive Rule Coverage – Ensuring compliance with the plan specific logic with the state specific protocols.
  • Accelerated Universe Data Processing – Faster and more efficient data handling.
  • In-Depth Error Insights – Detailed summaries to pinpoint issues accurately.
  • AI-Driven Error Resolution – Actionable recommendations for remediation and process optimization.

Feature Highlights

  • Usher AI Integration – Intelligent insights for error detection and recommending resolution.
  • Enhanced UMS Error Summary Report – Comprehensive error tracking and reporting.
  • AI-Powered Timeliness Reports & Dashboards – Real-time compliance monitoring.
  • Error Overview Dashboards – Holistic view of errors for quick resolution.
  • Advanced Error Override Dashboard – Greater control over error management.
  • Enhanced DO & DE Notifications – Improved alerts for critical updates.
  • Automated Publishing & Un-Publishing Alerts – Streamlined notification system for data changes.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Call Log Scrubber

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

The Call Log Scrubber leverages AI-driven insights to analyse CRM data, identifying potential Appeals, Grievances, UM & Claims using advanced keyword search along with text analysis, ensuring accurate case detection and streamlined incident creation.

Expected Business Impact

  • Advanced error detection for call log data
  • Enhanced data validation and business rule enforcement
  • Streamlined and user-friendly incident creation

Feature Highlights

  • Seamless integration between UMS Call Scrubber with business operations systems of A&G , Um & Claims
  • One-click bulk incident creation for improved efficiency

Release TimelineQ1 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Aggregator

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

A highly customizable data aggregator for Universe Tables and Medicaid reports, enabling seamless data consolidation with AI-driven insights. Provides high-level compliance insights and monitors data consolidation timelines for improved efficiency.

Expected Business Impact

  • Enhanced data aggregation for accuracy and efficiency.
  • Faster and more streamlined data consolidation.
  • Advanced customization with refined filters.
  • AI-driven insights for better decision-making.

Feature Highlights

  • Usher AI Integration for intelligent data insights.
  • Enhanced Universe Table Preview before download.
  • Compliance & Timeliness Dashboard for monitoring aggregated data.

Release Timeline31-01-2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Curator

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Data Curator solution designed to enhance dataset quality by performing intelligent transformations. It automates data cleansing tasks such as removing redundant columns, standardizing column headers to align with CMS requirements, converting numeric data to character data, and transforming data formats for improved usability.

Expected Business Impact

  • Improved data accuracy and compliance with CMS standards.
  • Automated data cleansing and transformation for efficiency.
  • Reduced manual intervention, ensuring consistency and precision.
  • AI-powered insights for better data structuring and usability.

Feature Highlights

  • Ensures compliance with CMS and other regulatory requirements.
  • Intelligent Data Transformation.
  • Customizable Data Cleaning Rules.
  • AI-Powered recommendations for data optimization.
  • Works with existing data sources for smooth processing.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

SNP Impact Analysis Table scrub

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

An SNP Impact Analysis Scrubber designed to streamline compliance and data accuracy in audit submissions. The tool ensures that impact analysis reports for Care Coordination (CC-IA) and HRA Timeliness (HRAT-IA) adhere to CMS guidelines, reducing errors and rejections.

Business Value Proposition

Optimized Compliance and Efficiency: This tool enhances the accuracy and completeness of audit submissions, ensuring adherence to CMS guidelines. By reducing errors and rejections, it accelerates audit response times and improves overall compliance management. The AI-driven insights further support proactive identification of data inconsistencies and potential compliance risks, leading to more efficient operations and better resource allocation.

Expected Business Impact

  • Ensures adherence to contract and MOC requirements.
  • Reduces the risk of rejections due to incorrect formatting.
  • Accelerates audit response time.
  • Ensures completeness and correctness of all required data fields.
  • AI-Driven Insights – Identifies data inconsistencies and potential compliance risks.

Feature Highlights

  • Impact Analysis Compliance Dashboard to Tracks submission readiness and compliance metrics.
  • Data Validation & Error Detection Dashboard – Highlights missing or incorrect data points.

Release TimelineQ3 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Risk reporting

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution provides comprehensive risk reporting for Healthplan operations. It showcases various risks related to compliance and operations, with detailed drill-downs to the root level using data collected from the universe scrubber.

Business Value Proposition

Enhanced Risk Management: By identifying and analysing risks at multiple levels, this solution helps Healthplan organizations proactively manage and mitigate potential issues. It ensures compliance with regulatory requirements and improves operational efficiency.

Expected Business Impact

  • Improved Compliance: Ensures adherence to regulatory standards, reducing the risk of legal penalties and enhancing the organization's reputation.
  • Operational Efficiency: Identifies operational risks and inefficiencies, enabling targeted improvements and cost savings.
  • Data-Driven Insights: Utilizes data from the universe scrubber to provide accurate and actionable insights, supporting informed decision-making.
  • Proactive Risk Mitigation: Allows for early detection and resolution of risks, minimizing potential disruptions and losses.

Feature Highlights

  • Comprehensive Risk Coverage: Includes risks related to compliance, operations, and other critical areas.
  • Root-Level Drill-Downs: Provides detailed analysis down to the root cause of each risk.
  • Data Integration: Utilizes data from the universe scrubber for accurate and comprehensive reporting.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to risk reports and insights.
  • Customizable Reports: Allows customization of reports to meet specific organizational needs.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Usher Databot

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This is our AI Chatbot engine that allows users to query data from all scrubbing sources (different universes). Users can ask any question about the data available in the universes. The Databot can display outputs in various charts, provide suggestive questions to further investigations or identify the root cause of issues, and offers a download feature for all data.

Business Value Proposition

Enhanced Data Accessibility and Insight Generation: Usher Databot improves data accessibility by allowing users to query and interact with data from multiple sources seamlessly. It enhances decision-making by providing visual outputs and suggestive questions that guide users through investigations. The download feature ensures that users can easily access and utilize the data for further analysis and reporting.

Expected Business Impact

  • Improved Data Accessibility: Users can easily access and query data from multiple sources.
  • Enhanced Decision-Making: Visual outputs and suggestive questions support informed decision-making.
  • Efficient Investigations: Guides users through investigations to identify root causes of issues.
  • Data Utilization: The download feature ensures that data can be easily accessed and utilized for further analysis.
  • Operational Efficiency: Streamlines data querying and analysis processes, saving time and resources.

Feature Highlights

  • Comprehensive Data Querying: Users can query data from all scrubbing sources (different universes).
  • Visual Output: Displays query results in various charts for easy interpretation.
  • Suggestive Questions: Provides questions to guide further investigation or identify root causes of issues.
  • Download Feature: Allows users to download all data for further analysis and reporting.
  • User-Friendly Interface: Easy-to-navigate interface for seamless interaction with the data.

Release TimelineQ4 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

PBM scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution is designed to streamline the validation and compliance of data related to Pharmacy Benefit Managers. It ensures that all data submissions adhere to regulatory standards, reducing errors and improving the accuracy of rebate processing and other PBM-related operations.

Business Value Proposition

Enhanced Data Accuracy and Compliance: The PBM Scrubber improves the accuracy and completeness of data submissions, ensuring compliance with regulatory requirements. By reducing errors and rejections, it enhances the efficiency of rebate processing and other PBM operations, leading to better financial outcomes and operational efficiency. With use cases like:

  • Identifying Inappropriately Rejected Claims
  • Identifying Incorrect Effectuation
  • Ensuring Coverage Determination (CD) or Redetermination (RD) are provided when flagged in the Grievance system

Expected Business Impact

  • Ensures adherence to regulatory requirements
  • Reduces the risk of rejections due to incorrect formatting
  • Accelerates data processing and audit response time
  • Ensures completeness and correctness of all required data fields
  • AI-Driven Insight: Identifies data inconsistencies and potential compliance risks.

Feature Highlights

  • Compliance Dashboard: Tracks submission readiness and compliance metrics.
  • Data Validation & Error Detection: Highlights missing or incorrect data points.
  • Automated Data Scrubbing: Ensures data is clean and compliant with regulatory standards.
  • Customizable Rules: Allows customization of scrubbing rules to meet specific organizational needs.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to data validation reports and insights.

Release TimelineQ1 2026

Product Pillar

Scrubber and Analytics

IN.4.1

Product

HEDIS scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This data validation tool ensures that each cell in the HEDIS data set is validated against predefined rules. It helps healthcare organizations maintain accurate and compliant HEDIS reporting by identifying and correcting data errors.

Business Value Proposition

Improved Data Quality and Compliance: The HEDIS Scrubber enhances the accuracy and completeness of HEDIS data submissions, ensuring compliance with regulatory standards. By reducing errors and improving data quality, it supports better performance measurement and reporting, leading to improved healthcare outcomes and organizational efficiency.

Feature Highlights

  • Comprehensive Data Validation: Validates each cell in the HEDIS data set against predefined rules.
  • Error Detection and Correction: Identifies and corrects data errors to ensure accuracy.
  • Compliance Dashboard: Tracks submission readiness and compliance metrics.
  • Customizable Validation Rules: Allows customization of validation rules to meet specific organizational needs.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to validation reports and insights.
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Expected Business Impact

  • Ensures adherence to HEDIS reporting standards.
  • Reduces the risk of data submission errors.
  • Accelerates data processing and audit response time.
  • Ensures completeness and correctness of all required data fields.
  • AI-Driven Insights: Identifies data inconsistencies and potential compliance risks.

Release TimelineQ3 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Part C & D reporting

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution scrubs raw data in different templates to generate all sections of the PART C & D reports. It also identifies data inconsistencies and operational issues within those datasets. Additionally, it provides real-time reports on these data sets with valuable business insights.

Business Value Proposition

Enhanced Reporting Accuracy and Efficiency: The PART C & D Reporting Generator & Scrubber improves the accuracy and completeness of PART C & D reports by scrubbing raw data and identifying inconsistencies. This ensures compliance with CMS guidelines and enhances operational efficiency. The real-time reporting feature provides actionable business insights, supporting informed decision-making and proactive issue resolution.

Expected Business Impact

  • Improved Compliance: Ensures adherence to CMS guidelines, reducing the risk of non-compliance penalties.
  • Operational Efficiency: Identifies and resolves data inconsistencies and operational issues, enhancing overall efficiency.
  • Data-Driven Insights: Provides real-time business insights, supporting informed decision-making.
  • Reduced Errors: Enhances the accuracy and completeness of PART C & D reports, reducing the risk of errors.
  • Proactive Issue Resolution: Allows for early detection and resolution of data and operational issues, minimizing potential disruptions.

Feature Highlights

  • Comprehensive Data Scrubbing: Validates and scrubs raw data across different templates to ensure accuracy.
  • Inconsistency Detection: Identifies data inconsistencies and operational issues within the datasets.
  • Real-Time Reporting: Provides real-time reports with business insights on the data sets.
  • Compliance Assurance: Ensures that all sections of the PART C & D reports adhere to CMS guidelines.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to reports and insights.

Release TimelineQ4 2024

Product Pillar

Agentic AI

Product

Policies and Procedures

Release Type

New Feature

Upgrade Option

Mandatory without fee

Gen AI based search and summarized report along with Primary Policies Referred to generate the summarized info.

Expected Business Impact

  • Gen AI powered Policy & Procedure Search feature is a powerful tool for searching and accessing specific policy documents for the Business Users.

Key Features

  • Connect to extensive document repositories, enabling users to access policy and procedure documents quickly. This rapid retrieval saves valuable time spent searching through numerous files and folders.
  • Data Validation & Schema Enforcement – Restricts submission of incorrect or improperly formatted data.
  • Supports language processing abilities to provide real-time insights into the documents found in the search results.
  • Using advanced NLP techniques to comprehend and interpret natural language queries effectively.
  • Search results are saved for quick reference and can also allow the user to export the search results in Excel and PDF format.

Release TimelineQ1 2025

Product Pillar

Agentic AI

Product

Regulatory Library

Release Type

New Feature

Upgrade Option

Mandatory without fee

Expected Business Impact

  • Render the regulation on the screen for quick and easy reference with AI enabled summarization and suggested action items pertaining to the regulation.

Key Features

  • Auto summarization
  • Recommended Action items
  • Gen AI powered search
  • Summarized info along with Primary regulations Referred to generate the same.

Release TimelineQ3 2025

Product Pillar

Agentic AI

Product

Databot on all data warehouses

Release Type

New Feature

Upgrade Option

Mandatory without fee

Single window Bot to get insight from all existing data sources

Expected Business Impact

  • The Databot can pull and analyse the data from the existing GRC module data sources to offer actionable insights in real-time.

Key Features

  • Bot instantly provides the required information enabling faster and more informed decision making.
  • Follow up question is an interactive feature helps refine queries leading to more precise data retrieval.
  • The Bot has the self learning capabilities that continuously improve its data retrieval accuracy over time.
  • External data sources also can be integrated to the Bot improving its ability to provide comprehensive and relevant responses.
  • Databot integrates RBAC (role-based-access-control) meaning users can see the data for which they have the access.

Release TimelineQ4 2025

Product Pillar

Agentic AI

Product

AI agent for EA

Release Type

New Feature

Upgrade Option

Mandatory without fee

Automatic intake creation based on various external audit notices

Expected Business Impact

  • Agent can automatically interpret and extract the key information from the letter/notice to proactively create an audit record in the system as and when received.

Key Features

  • Continuous polling to check for any new Audit notice.
  • Upon receiving the notice, Agent will interpret and extract the key information from it.
  • Based on the received details an audit record would be created automatically.
  • Agent would request the relevant docs required for audit, aggregate the data and analyse it.

Release TimelineQ1 2026

Product Pillar

Agentic AI

Product

AI agent for IA

Release Type

New Feature

Upgrade Option

Mandatory without fee

Automatic finding generation based on available docs, data, samples, issues and survey outcomes.

Expected Business Impact

  • Leveraging the AI agent, issues, inconsistencies, areas of improvements and corrective measures can be identified automatically to improve efficiency and compliance.

Key Features

  • Automated document parsing
  • Centralized data repository to keep the received data
  • Data analysis and Finding outliers
  • Automated sampling
  • Sample document analysis and validation
  • Survey aggregation
  • Report Compliance gaps, discrepancies and operations issues

Release TimelineQ2 2026

Product Pillar

Agentic AI

Product

Platform

Release Type

New Feature

Upgrade Option

Mandatory without fee

Agentic work flow interface for all available modules. It will be available in Platform version 5.0

Expected Business Impact

  • Improved Compliance and Risk management as the regulations are directly linked to the policies and contracts.
  • By interlinking the modules operations can be steamlined.
  • Faster response to regulatory changes.

Key Features

  • Automated Regulation analysis and summarization
  • AI based alerts for regulatory updates
  • Automated Impact analysis and notifications
  • Automated policy update suggestions
  • Automated contract update suggestions
  • Automated Risk Assessments and suggestions

GRC Roadmap

Filter by Release Type:

Filter by Product:

Release TimelineQ4 2024

Product Pillar

GRC

IN.4.1

Product

Policies and Procedures

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Centralized repository for Internal Policies and Procedures. Manage your Internal Organizational Policies and Procedures Effectively to Ensure Internal Compliance.

Expected Business Impact

  • Frame Organizations Internal Policies and Procedures to Enhance Operational Efficiency, Security and Stay Compliant
  • Single Repository for all Internal Policies and Procedures of the Organization

Key Features

  • Create Policies and Procedures Template
  • Create Policies and Procedures
  • Policies and Procedures Document Upload
  • Auto population of the policy details in the application upon upload
  • Collaborative Document Generation
  • Audit trail to visualize the differences between policy versions with Draftable
  • Configure Policies and Procedures Status
  • Review Created Policies and Procedures
  • Configure Approver Workflow for Policies and Procedures
  • Approve Policies and Procedures
  • Publish Policies and Procedures
  • Policies and procedures Amendment
  • Configurable Policies and Procedures Task Workflow
  • Policies and Procedures Version
  • Summarization of Policies and Procedures
  • Create Issue for Policies and Procedures
  • Create Corrective Action Plan for Policies and Procedures
  • Set Due Date

Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

External Audit

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Automate the external auditing process to help external auditors identify non-conformities in less time using less resources. External Audit one of the core applications within the InovaareGRC platform helps the organization to provide external auditors necessary information with evidence so that external auditors can validate and ensure organization is complaint as per the regulations.

Business Value proposition

Create risk-based Audit Plans to ensure organizations Risks are managed effectively by consolidating critical functions, maintaining Audit History and ensure organization is complaint as per the compliance and regulatory requirements.

Expected Business Impact

  • Visibility to External Auditors and Chief Auditing Officer to all Risk Based Audit Plans
  • Simplify External Audit process and perform Audit Analysis
  • Detailed Insights on Audit Progress
  • Reduced Risks with early Deficiency Detection and Continuous Monitoring
  • Integration with other GRC applications like Risk, Survey, Monitoring etc to provide necessary evidence
  • Consolidated Audit Report for Audit Closure

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Internal Audit

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Automate the internal auditing process to help internal auditors identify non-conformities in less time using less resources. Internal Audit one of the core applications within the InovaareGRC platform helps the organization to provide internal auditors necessary information with evidence so that internal auditors can validate and ensure organization is complaint as per the regulations/ polices and procedures.

Business Value proposition

Create risk-based Audit Plans to ensure organizations Risks are managed effectively by consolidating critical functions, maintaining Audit History and ensure organization is complaint as per the compliance and regulatory requirements/polices and procedures.

Expected Business Impact

  • Visibility to Internal Auditors and Chief Auditing Officer to all Risk Based Audit Plans
  • Simplify Internal Audit process and perform Audit Analysis
  • Detailed Insights on Audit Progress
  • Reduced Risks with early Deficiency Detection and Continuous Monitoring
  • Integration with other GRC applications like Risk, Survey, Monitoring etc to provide necessary evidence
  • Consolidated Audit Report for Audit Closure

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Risk Management

IN.4.1

Release Type

New Feature

Upgrade Option

Optional with fee

Consolidate and Centralize all Risk Activities within the Organization by Automating Complex Risk Management Activities, Testing Controls, Collecting Evidence and Addressing Findings.

Expected Business Impact

  • Visibility to Risk Manager to all Risk associated with the Organization
  • Centralized Repository for all Risk Activities
  • Enhanced Risk Reporting for more Accurate Risk Insights
  • Automate Risk Process
  • Integration with other GRC applications including Audit, Surveys, CAP etc

Risk Management Feature Highlights

  • Centralize all Risk Management Activities
  • Add Risks
  • Link Risk with GRC Libraries
  • Identify and Access Risks using Risk Assessments Workflow
  • Assess Risk Likelihood
  • Assess Risk Impact
  • Risk Treatment for identified Risk
  • Define Risk Appetite
  • Monitor the Risk
  • Risk Heatmap
  • Create Issue and Corrective Action Plans

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Issue Management

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Centralized Repository for Reporting, Managing and Remediating all GRC Specific Issues to Ensure Compliance.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Critical Issues impacting Compliance Requirements
  • Repository for all type of Issues
  • Monitor and Remediate Issue before the SLA is Breached
  • Compliance Reporting to External Auditors

Issue Management Feature Highlights

  • Centralize Repository to Log and Track GRC Specific Issues
  • Categorize Issues
  • System calculated Issue Criticality based on Configuration
  • Automatic assign Issue to the Issue Owner based on Configuration
  • Assign Issue Manually to the Issue Owner
  • Configuration to define SLA for the Issue based on Issue Criticality
  • Upload reference documents related to the Issue
  • Issue Reporter to provide impact of the Issue
  • Pre-Define Corrective Action Plan based on the Issue Category and Subcategory
  • Configuration to trigger Corrective Action Plan automatically
  • Create Corrective Action Plan Manually
  • Review, Approve and Close Issue
  • Re Assign Issue and Corrective Action Plan Tasks
  • Configure Corrective Action Plan Task Workflow

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

Org Structure

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Replicate your Internal Organizational Structure in the Org Structure Application Providing Decision Makers the Overall Visibility at the Organizational Level.

Expected Business Impact

  • Organized Approach to Align Governance Processes
  • Visibility to any Internal Organizational Activities at the Overall Organization Level
  • Managing Governance and Compliance Risks of an Organization

Org Structure Feature Highlights

  • Create Org Structure
  • Create Org structure at different levels. Parent level and up to 5 levels
  • Add Org Name, Location, Business Unit, Role and Users in the Org Structure
  • Ability to create and manage Org Structure via chatbot
  • Manage and update Org Structure
  • View Org Structure
  • Export Org Structure
  • Create Org Structure via chatbot
  • Manage/Update Org Structure via chatbot
  • Databot to provide Org Structure Insights

Release TimelineQ3 2025

Product Pillar

GRC

IN.4.1

Product

GRC Repository

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Centralized Repository for Creating and Managing any type of GRC Libraries such as Risks, Controls, Assets and Process.

Expected Business Impact

  • Visibility to all GRC Components of the Organization as it is available at a Single Place
  • Identify, List and Maintain all Risks, Controls, Assets etc within the Organization required for any Assessments

GRC Repository Key Highlights

  • Create different GRC Libraries (Risks, Controls, Assets, Process etc)
  • Approve Libraries
  • Create Libraries via Timebot
  • Manage/Update Libraries via Timebot
  • Databot to provide Libraries Insights
  • View different Libraries
  • Export Libraries
  • Libraries Metrics
  • Libraries Dashboards
  • Libraries List View
  • Define Libraries Criticality

Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

Document Management

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional With fee

"Centralized repository for creating and Managing any type of Documents.

Expected Business Impact

  • Visibility to Chief Compliance Officer to any type of documents impacting organization and Compliance Requirements
  • Single Repository to Manage all documents
  • Stay Compliant Proactively and Ease in Project Execution

Key Features

  • Create documents
  • Document Upload
  • Collaborative Document Generation
  • Configure document Status
  • Configure document Restrictions
  • Review documents
  • Configure Approver Workflow for documents
  • Approve documents
  • documents Amendment
  • Configurable documents Task Workflow
  • documents Version
  • Set documents Expiration Date
  • Create Issue for documents
  • Create Corrective Action Plan for documents
  • Set Due Date
  • Configure Reminders
  • Configure Notifications
  • Re Assign documents Task
  • Search for documents
  • Notify documents nearing Renewal

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Questionnaires

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Single Repository for Creating and Managing Questionnaires related to any Functional Area within the Organization.

Expected Business Impact

  • Centralized Repository for Creating and Managing Questionnaires related to any Functional Area
  • Integrated across all GRC Platform Applications
  • Simplified Tool for Gathering Critical Business Information from different Stakeholders

Key Features

  • Ability to create and manage questionnaire manually using the add/manage questionnaire user interface
  • Ability to create and manage questionnaire via template
  • Ability to create and manage questionnaire via chatbot
  • Add multiple sections within a questionnaire
  • Add multiple questions within a section
  • Configure question response
  • Add conditional questions
  • Configure scoring and rating at individual question, section and at overall questionnaire level
  • Add questionnaire approvers
  • Attach documents at question, section and at overall questionnaire level
  • Add question comments
  • Export questionnaire
  • Own questionnaire by business unit
  • Own questionnaire section by business unit

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Surveys

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

User Friendly Interface Integrated with all Platform Applications and Business Units to Seamlessly Gather, Manage and Process any Information received from any Internal and External Stakeholders of the Organization.

Expected Business Impact

  • Gather information related to Business Operations at any point of time
  • Easy and Quick Consolidation of Survey Response for better Data Insights and Decision Making

Key Features

  • Ability to create and manage surveys manually using the add/manage survey user interface
  • Ability to create and manage survey via template
  • Ability to create and manage survey via chatbot
  • Select questionnaire within a survey
  • Schedule a Survey (Weekly, Biweekly, Monthly, Half Yearly, Yearly)
  • Schedule Ad hoc Survey
  • Select business unit and respondents to survey
  • Review and approve surveys
  • Add questionnaire approvers
  • Attach reference documents for a survey
  • Configure reminders to survey
  • Configure survey notifications
  • Set survey due date

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Boards

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Single source of truth for Board Members/Investors/ Decision Makers to view Business critical Metrics, Reports and Dashboards.

Expected Business Impact

  • Display Data of the entire GRC Functions allowing Quick Assessment of Organization Progress, Identify Issues and Generate Reports to adhere to Reporting Requirements and stay Compliant

Key Features

  • Configure Business Critical Metrics/Dashboards
  • Display Business Critical Metrics/Dashboards
  • Notify Board Members on SLA breach
  • Notify Board Members on activities impacting Financials/Strategy

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Conflict of Interest

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Stay Compliant as per the Compliance and Regulatory Requirements by Proactively Identifying and Mitigating Conflicts within the Organization.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Conflicts impacting Compliance Requirements
  • Single Repository for logging and tracking any type of Conflicts
  • Remediate Conflict Proactively prior to Audit

Key Features

  • Set up Campaign to identify Conflict Of Interest
  • Create and Add Disclosures
  • Configure different Campaign Status
  • Configure Conflict Response
  • Select Campaign Due Date and Frequency
  • Select Campaign Approver
  • Upload reference Documents related to Campaign
  • Select Business Unit to whom the Campaign is Assigned to
  • Select Campaign Respondents
  • Receive Campaign Disclosures from Respondents
  • Extend Campaign Due Date
  • Respondents can save the Disclosures before Submitting
  • Respondents can change the Disclosures Response before Campaign Close Date
  • Compare Disclosure Response from Previous Year Response
  • Save Disclosure Response
  • Automatically Identify Conflict Response
  • Create Issue Automatically or Manually
  • Trigger Corrective Action Plan for created Issue
  • Configure Issue Creation

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Assignment

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

Stay ahead and get notified on your priority tasks and track all the assigned tasks. Enables users to stay ahead of all important notifications and tasks for smooth operations.

Expected Business Impact

  • Prevents due date nd SLA breach
  • Smooth operations of all activities before due date
  • Configure to get notified on important tasks

Key Features

  • Select critical tasks that needs to be notified
  • Select critical tasks that needs to be highlighted
  • List view of all key notification
  • Highlight tasks that is approaching due date

Release TimelineQ4 2025

Product Pillar

GRC

IN.4.1

Product

Regulatory Library

IN.4.1.1

Release Type

New Feature

Upgrade Option

NA

Centralized repository of all Regulations. Instant Access to all Regulations along with any Amendments Relevant to your Domain and Geographical Locations .

Expected Business Impact

  • Stay updated on latest Regulation Amendments to stay Compliant
  • Access to all Regulations and Create Library of all Regulations
  • Assess the Organization Controls Proactively based on the Regulatory Changes to stay Compliant

Key Features

  • Regulatory Library Document Upload
  • Configure Regulatory Library Type
  • Configure Regulatory Library Status
  • Review Regulatory Library
  • Configure Due Date for Regulatory Library Review and Approve
  • Configurable Regulatory Library Task Workflow
  • Configure Reminders
  • Configure Notifications
  • Clone Regulatory Library Task

Release TimelineQ2 2025

Product Pillar

GRC

IN.4.1

Product

Regulatory Library

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Task cloning facility with interactive Chatbot.

Expected Business Impact

  • Allow the RL users to clone the existing RL Tasks. Chatbot to search and fetch the required information with ease.

Key Features

  • Chatbot for Regulatory Library
  • Clone Regulatory Library Task

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Contracts

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Centralized repository for Vendor or any type of Contracts. Repository to Manage and Document Contracts, Deliverables, Terms and Conditions, Amendments during Execution Ensuring Customer Satisfaction and Compliance.

Expected Business Impact

  • Visibility to Chief Compliance Officer to any type of Contracts impacting Customers and Compliance Requirements
  • Single Repository to Manage all Contracts
  • Stay Compliant Proactively and Ease in Project Execution

Key Features

  • Create Contract
  • Contract Document Upload
  • Collaborative Document Generation
  • Configure Contract Status
  • Configure Contract Restrictions
  • Review Contract
  • Configure Approver Workflow for Contract
  • Approve Contract
  • Contract Amendment
  • Configurable Contract Task Workflow
  • Contract Version
  • Set Contract Expiration Date
  • Create Issue for Contract
  • Create Corrective Action Plan for Contract
  • Set Due Date
  • Configure Reminders
  • Configure Notifications
  • Re Assign Contract Task
  • Search for Contract
  • Notify Contract nearing Renewal

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Strategy

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Define the Organizational Strategy using the Strategy app to Address and Meet Compliance and Regulatory Requirements.

Expected Business Impact

  • Investors and Decision Makers to Define Strategy to meet Compliance and Regulatory Requirements
  • Identify Strategy Framework wrt Compliance and Regulatory Requirements

Key Features

  • Create Strategy
  • By default, Strategy will be defined at the Parent Organization
  • Link Strategy to the respective Strategy Framework
  • Add Goals to the Strategy
  • Add Objectives to the Strategy
  • Approve Strategy
  • Multiple Strategy can be linked to the same Strategy Framework
  • Create Strategy via Timebot
  • Manage/Update Strategy via Timebot
  • Databot to provide Strategy Insights

Release TimelineQ1 2026

Product Pillar

GRC

IN.4.1

Product

Project

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Implement different Projects via Projects Application to align with the Strategy defined by the Organization.

Expected Business Impact

  • Implement Projects to align with Organizational Strategy
  • Visibility to all Active Projects within the Organization
  • Prioritize and Implement Critical Projects to ensure Compliance prior to Audit

Key Features

  • Create Projects
  • Link Projects to the respective Strategy
  • Link Projects to different levels within an Org Structure
  • Approve Projects
  • Define Project Due Date
  • Multiple Projects can be linked to the same Strategy
  • Create Project via chatbot
  • Manage/Update Project via chatbot
  • Databot to provide Project Insights
  • View Project
  • Export Project
  • Project Metrics
  • Project Dashboards
  • Project List View
  • Upload Project Document
  • Add Project Task
  • Assign Project Task
  • Review Project Task
  • Define Task Due Date
  • Configure Reminders
  • Configure Notifications

Release TimelineQ4 2025

Product Pillar
Product

CAP

Release Type

New Feature

Upgrade Option

Optional with fee

Corrective Action Plan to resolve GRC specific Issues.

Expected Business Impact

  • Visibility to Chief Compliance Officer to all type of Critical Issues impacting Compliance Requirements
  • Repository for all type of Issues
  • Monitor and Remediate Issue before the SLA is Breached
  • Compliance Reporting to External Auditors

Key Features

  • Centralize Repository to Log and Track GRC Specific Issues
  • Categorize Issues
  • System calculated Issue Criticality based on Configuration
  • Automatic assign Issue to the Issue Owner based on Configuration
  • Assign Issue Manually to the Issue Owner
  • Configuration to define SLA for the Issue based on Issue Criticality
  • Upload reference documents related to the Issue
  • Issue Reporter to provide impact of the Issue
  • Pre-Define Corrective Action Plan based on the Issue Category and Subcategory
  • Configuration to trigger Corrective Action Plan automatically
  • Create Corrective Action Plan Manually
  • Review, Approve and Close Issue
  • Re Assign Issue and Corrective Action Plan Tasks
  • Configure Corrective Action Plan Task Workflow

Delegation Oversight Roadmap

Filter by Release Type:

Filter by Product:

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Pre delegation audit

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

Industry standard process is being followed as part of the Vendor onboarding. Automates audit steps and assists Organizations to define evaluation criteria tailored to their needs.

Expected Business Impact

  • Improved vendor quality with faster vendor evaluation. It assists to meet industry standards by thoroughly assessing vendors before delegation. It helps in maintaining a clear record of evaluation making it easy to track decisions.

Key Features

  • Vendor Registration
  • Audit Workflow Management
  • Customizable Questionnaires
  • Review & Risk management
  • Document Management
  • Audit Tools
  • Collaboration Tools

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Reports & Monitoring

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

Expected Business Impact

  • Data Accuracy & Integrity – Prevents incorrect or incomplete data submissions, ensuring high-quality reporting.
  • Automated Compliance Checks – Ensures vendors follow data submission guidelines, reducing manual review efforts.
  • Timely Issue Detection – Identifies incidents or deficiencies in vendor submissions early, enabling quick resolution.
  • Streamlined Remediation – Automates follow-ups and corrective actions for non-compliant data submissions.
  • Enhanced Vendor Accountability – Tracks vendor performance based on data quality and compliance.
  • Improved Decision-Making – Provides a clear, data-driven vendor scorecard for performance assessment.
  • Efficient Workflow Management – Automates scheduled reporting and task assignments, reducing administrative workload.

Key Features

  • Task Assignment & Scheduling – Send one-time or recurring data submission requests to vendors.
  • Data Validation & Schema Enforcement – Restricts submission of incorrect or improperly formatted data.
  • Automated Metrics Evaluation – Analyses submitted data against predefined KPIs and compliance rules.
  • Incident & Deficiency Detection – Flags missing, incorrect, or non-compliant data.
  • Remediation Workflow – Triggers corrective actions, follow-ups, and escalations for deficiencies.
  • Vendor Scorecard Generation – Creates performance reports based on data submission quality and compliance.
  • Audit Trail & Reporting – Maintains a history of submissions, corrections, and compliance trends.
  • Role-Based Access Control – Ensures only authorized users can review, approve, or remediate data issues.

Release TimelineQ3 2025

Product Pillar

DO

IN.4.1

Product

Surveys

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

User Friendly Interface Integrated with all Platform Applications and Business Units to Seamlessly Gather, Manage and Process any Information received from any Internal and External Stakeholders of the Organization.

Expected Business Impact

  • Gather information related to Business Operations at any point of time
  • Easy and Quick Consolidation of Survey Response for better Data Insights and Decision Making

Key Features

  • Ability to create and manage surveys manually using the add/manage survey user interface
  • Ability to create and manage survey via template
  • Ability to create and manage survey via chatbot
  • Select questionnaire within a survey
  • Schedule a Survey (Weekly, Biweekly, Monthly, Half Yearly, Yearly)
  • Schedule Ad hoc Survey
  • Select business unit and respondents to survey
  • Review and approve surveys
  • Add questionnaire approvers
  • Attach reference documents for a survey
  • Configure reminders to survey
  • Configure survey notifications
  • Set survey due date

Scrubber and Analytics Roadmap

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Filter by Product:

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Medicare Universe Scrubber

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

The enhanced Medicare Universe Scrubber will leverage AI-driven insights to identify recurring errors, suggest process improvements, and ensure fast, CMS-compliant, error-free data submission.

Expected Business Impact

  • Advanced Error Alerts – Improved detection and notifications for potential data issues.
  • Comprehensive CMS Rule Coverage – Ensuring compliance with all CMS protocols.
  • Accelerated Universe Data Processing – Faster and more efficient data handling.
  • In-Depth Error Insights – Detailed summaries to pinpoint issues accurately.
  • AI-Driven Error Resolution Recommendation – Actionable recommendations for remediation and process optimization

Feature Highlights

  • Usher AI Integration – Intelligent insights for error detection and recommending resolution.
  • Enhanced UMS Error Summary Report – Comprehensive error tracking and reporting.
  • AI-Powered Timeliness Reports & Dashboards – Real-time compliance monitoring with AI driven analysis of the Issue descriptions.
  • Error Overview Dashboards – Holistic view of errors for quick resolution.
  • Advanced Error Override Dashboard – Greater control over error management and documentation of true errors for audit purposes.
  • Enhanced DO & DE Notifications – Improved alerts for critical updates.
  • Automated Publishing & Un-Publishing Alerts – Streamlined notification system for data changes.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Medi-Cal Scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

The Medi-Cal/Medicaid Scrubber will leverage AI-driven insights to generate error reports, identify recurring issues, and provide actionable recommendations for process improvements. It ensures accurate, CA compliant data submissions with user concurrency, real-time reporting, and customizable rules.

Expected Business Impact

  • Advanced Error Alerts – Improved detection and notifications for potential data issues.
  • Comprehensive Rule Coverage – Ensuring compliance with the plan specific logic with the state specific protocols.
  • Accelerated Universe Data Processing – Faster and more efficient data handling.
  • In-Depth Error Insights – Detailed summaries to pinpoint issues accurately.
  • AI-Driven Error Resolution – Actionable recommendations for remediation and process optimization.

Feature Highlights

  • Usher AI Integration – Intelligent insights for error detection and recommending resolution.
  • Enhanced UMS Error Summary Report – Comprehensive error tracking and reporting.
  • AI-Powered Timeliness Reports & Dashboards – Real-time compliance monitoring.
  • Error Overview Dashboards – Holistic view of errors for quick resolution.
  • Advanced Error Override Dashboard – Greater control over error management.
  • Enhanced DO & DE Notifications – Improved alerts for critical updates.
  • Automated Publishing & Un-Publishing Alerts – Streamlined notification system for data changes.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Scrubber - Call Log Scrubber

IN.4.1.1

Release Type

New Feature

Upgrade Option

Optional with fee

The Call Log Scrubber leverages AI-driven insights to analyse CRM data, identifying potential Appeals, Grievances, UM & Claims using advanced keyword search along with text analysis, ensuring accurate case detection and streamlined incident creation.

Expected Business Impact

  • Advanced error detection for call log data
  • Enhanced data validation and business rule enforcement
  • Streamlined and user-friendly incident creation

Feature Highlights

  • Seamless integration between UMS Call Scrubber with business operations systems of A&G , Um & Claims
  • One-click bulk incident creation for improved efficiency

Release TimelineQ1 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Aggregator

IN.4.1.1

Release Type

New Feature

Upgrade Option

Mandatory without fee

A highly customizable data aggregator for Universe Tables and Medicaid reports, enabling seamless data consolidation with AI-driven insights. Provides high-level compliance insights and monitors data consolidation timelines for improved efficiency.

Expected Business Impact

  • Enhanced data aggregation for accuracy and efficiency.
  • Faster and more streamlined data consolidation.
  • Advanced customization with refined filters.
  • AI-driven insights for better decision-making.

Feature Highlights

  • Usher AI Integration for intelligent data insights.
  • Enhanced Universe Table Preview before download.
  • Compliance & Timeliness Dashboard for monitoring aggregated data.

Release Timeline31-01-2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Data Curator

IN.4.1.1

Release Type

New Product

Upgrade Option

Mandatory without fee

Data Curator solution designed to enhance dataset quality by performing intelligent transformations. It automates data cleansing tasks such as removing redundant columns, standardizing column headers to align with CMS requirements, converting numeric data to character data, and transforming data formats for improved usability.

Expected Business Impact

  • Improved data accuracy and compliance with CMS standards.
  • Automated data cleansing and transformation for efficiency.
  • Reduced manual intervention, ensuring consistency and precision.
  • AI-powered insights for better data structuring and usability.

Feature Highlights

  • Ensures compliance with CMS and other regulatory requirements.
  • Intelligent Data Transformation.
  • Customizable Data Cleaning Rules.
  • AI-Powered recommendations for data optimization.
  • Works with existing data sources for smooth processing.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

SNP Impact Analysis Table scrub

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

An SNP Impact Analysis Scrubber designed to streamline compliance and data accuracy in audit submissions. The tool ensures that impact analysis reports for Care Coordination (CC-IA) and HRA Timeliness (HRAT-IA) adhere to CMS guidelines, reducing errors and rejections.

Business Value Proposition

Optimized Compliance and Efficiency: This tool enhances the accuracy and completeness of audit submissions, ensuring adherence to CMS guidelines. By reducing errors and rejections, it accelerates audit response times and improves overall compliance management. The AI-driven insights further support proactive identification of data inconsistencies and potential compliance risks, leading to more efficient operations and better resource allocation.

Expected Business Impact

  • Ensures adherence to contract and MOC requirements.
  • Reduces the risk of rejections due to incorrect formatting.
  • Accelerates audit response time.
  • Ensures completeness and correctness of all required data fields.
  • AI-Driven Insights – Identifies data inconsistencies and potential compliance risks.

Feature Highlights

  • Impact Analysis Compliance Dashboard to Tracks submission readiness and compliance metrics.
  • Data Validation & Error Detection Dashboard – Highlights missing or incorrect data points.

Release TimelineQ3 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Risk reporting

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution provides comprehensive risk reporting for Healthplan operations. It showcases various risks related to compliance and operations, with detailed drill-downs to the root level using data collected from the universe scrubber.

Business Value Proposition

Enhanced Risk Management: By identifying and analysing risks at multiple levels, this solution helps Healthplan organizations proactively manage and mitigate potential issues. It ensures compliance with regulatory requirements and improves operational efficiency.

Expected Business Impact

  • Improved Compliance: Ensures adherence to regulatory standards, reducing the risk of legal penalties and enhancing the organization's reputation.
  • Operational Efficiency: Identifies operational risks and inefficiencies, enabling targeted improvements and cost savings.
  • Data-Driven Insights: Utilizes data from the universe scrubber to provide accurate and actionable insights, supporting informed decision-making.
  • Proactive Risk Mitigation: Allows for early detection and resolution of risks, minimizing potential disruptions and losses.

Feature Highlights

  • Comprehensive Risk Coverage: Includes risks related to compliance, operations, and other critical areas.
  • Root-Level Drill-Downs: Provides detailed analysis down to the root cause of each risk.
  • Data Integration: Utilizes data from the universe scrubber for accurate and comprehensive reporting.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to risk reports and insights.
  • Customizable Reports: Allows customization of reports to meet specific organizational needs.

Release TimelineQ2 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Usher Databot

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This is our AI Chatbot engine that allows users to query data from all scrubbing sources (different universes). Users can ask any question about the data available in the universes. The Databot can display outputs in various charts, provide suggestive questions to further investigations or identify the root cause of issues, and offers a download feature for all data.

Business Value Proposition

Enhanced Data Accessibility and Insight Generation: Usher Databot improves data accessibility by allowing users to query and interact with data from multiple sources seamlessly. It enhances decision-making by providing visual outputs and suggestive questions that guide users through investigations. The download feature ensures that users can easily access and utilize the data for further analysis and reporting.

Expected Business Impact

  • Improved Data Accessibility: Users can easily access and query data from multiple sources.
  • Enhanced Decision-Making: Visual outputs and suggestive questions support informed decision-making.
  • Efficient Investigations: Guides users through investigations to identify root causes of issues.
  • Data Utilization: The download feature ensures that data can be easily accessed and utilized for further analysis.
  • Operational Efficiency: Streamlines data querying and analysis processes, saving time and resources.

Feature Highlights

  • Comprehensive Data Querying: Users can query data from all scrubbing sources (different universes).
  • Visual Output: Displays query results in various charts for easy interpretation.
  • Suggestive Questions: Provides questions to guide further investigation or identify root causes of issues.
  • Download Feature: Allows users to download all data for further analysis and reporting.
  • User-Friendly Interface: Easy-to-navigate interface for seamless interaction with the data.

Release TimelineQ4 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

PBM scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution is designed to streamline the validation and compliance of data related to Pharmacy Benefit Managers. It ensures that all data submissions adhere to regulatory standards, reducing errors and improving the accuracy of rebate processing and other PBM-related operations.

Business Value Proposition

Enhanced Data Accuracy and Compliance: The PBM Scrubber improves the accuracy and completeness of data submissions, ensuring compliance with regulatory requirements. By reducing errors and rejections, it enhances the efficiency of rebate processing and other PBM operations, leading to better financial outcomes and operational efficiency. With use cases like:

  • Identifying Inappropriately Rejected Claims
  • Identifying Incorrect Effectuation
  • Ensuring Coverage Determination (CD) or Redetermination (RD) are provided when flagged in the Grievance system

Expected Business Impact

  • Ensures adherence to regulatory requirements
  • Reduces the risk of rejections due to incorrect formatting
  • Accelerates data processing and audit response time
  • Ensures completeness and correctness of all required data fields
  • AI-Driven Insight: Identifies data inconsistencies and potential compliance risks.

Feature Highlights

  • Compliance Dashboard: Tracks submission readiness and compliance metrics.
  • Data Validation & Error Detection: Highlights missing or incorrect data points.
  • Automated Data Scrubbing: Ensures data is clean and compliant with regulatory standards.
  • Customizable Rules: Allows customization of scrubbing rules to meet specific organizational needs.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to data validation reports and insights.

Release TimelineQ1 2026

Product Pillar

Scrubber and Analytics

IN.4.1

Product

HEDIS scrubber

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This data validation tool ensures that each cell in the HEDIS data set is validated against predefined rules. It helps healthcare organizations maintain accurate and compliant HEDIS reporting by identifying and correcting data errors.

Business Value Proposition

Improved Data Quality and Compliance: The HEDIS Scrubber enhances the accuracy and completeness of HEDIS data submissions, ensuring compliance with regulatory standards. By reducing errors and improving data quality, it supports better performance measurement and reporting, leading to improved healthcare outcomes and organizational efficiency.

Feature Highlights

  • Comprehensive Data Validation: Validates each cell in the HEDIS data set against predefined rules.
  • Error Detection and Correction: Identifies and corrects data errors to ensure accuracy.
  • Compliance Dashboard: Tracks submission readiness and compliance metrics.
  • Customizable Validation Rules: Allows customization of validation rules to meet specific organizational needs.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to validation reports and insights.
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Expected Business Impact

  • Ensures adherence to HEDIS reporting standards.
  • Reduces the risk of data submission errors.
  • Accelerates data processing and audit response time.
  • Ensures completeness and correctness of all required data fields.
  • AI-Driven Insights: Identifies data inconsistencies and potential compliance risks.

Release TimelineQ3 2025

Product Pillar

Scrubber and Analytics

IN.4.1

Product

Part C & D reporting

IN.4.1.1

Release Type

New Product

Upgrade Option

Optional with fee

This solution scrubs raw data in different templates to generate all sections of the PART C & D reports. It also identifies data inconsistencies and operational issues within those datasets. Additionally, it provides real-time reports on these data sets with valuable business insights.

Business Value Proposition

Enhanced Reporting Accuracy and Efficiency: The PART C & D Reporting Generator & Scrubber improves the accuracy and completeness of PART C & D reports by scrubbing raw data and identifying inconsistencies. This ensures compliance with CMS guidelines and enhances operational efficiency. The real-time reporting feature provides actionable business insights, supporting informed decision-making and proactive issue resolution.

Expected Business Impact

  • Improved Compliance: Ensures adherence to CMS guidelines, reducing the risk of non-compliance penalties.
  • Operational Efficiency: Identifies and resolves data inconsistencies and operational issues, enhancing overall efficiency.
  • Data-Driven Insights: Provides real-time business insights, supporting informed decision-making.
  • Reduced Errors: Enhances the accuracy and completeness of PART C & D reports, reducing the risk of errors.
  • Proactive Issue Resolution: Allows for early detection and resolution of data and operational issues, minimizing potential disruptions.

Feature Highlights

  • Comprehensive Data Scrubbing: Validates and scrubs raw data across different templates to ensure accuracy.
  • Inconsistency Detection: Identifies data inconsistencies and operational issues within the datasets.
  • Real-Time Reporting: Provides real-time reports with business insights on the data sets.
  • Compliance Assurance: Ensures that all sections of the PART C & D reports adhere to CMS guidelines.
  • User-Friendly Interface: Easy-to-navigate interface for quick access to reports and insights.

Agentic AI Roadmap

Filter by Release Type:

Filter by Product:

Release TimelineQ4 2024

Product Pillar

Agentic AI

Product

Policies and Procedures

Release Type

New Feature

Upgrade Option

Mandatory without fee

Gen AI based search and summarized report along with Primary Policies Referred to generate the summarized info.

Expected Business Impact

  • Gen AI powered Policy & Procedure Search feature is a powerful tool for searching and accessing specific policy documents for the Business Users.

Key Features

  • Connect to extensive document repositories, enabling users to access policy and procedure documents quickly. This rapid retrieval saves valuable time spent searching through numerous files and folders.
  • Data Validation & Schema Enforcement – Restricts submission of incorrect or improperly formatted data.
  • Supports language processing abilities to provide real-time insights into the documents found in the search results.
  • Using advanced NLP techniques to comprehend and interpret natural language queries effectively.
  • Search results are saved for quick reference and can also allow the user to export the search results in Excel and PDF format.

Release TimelineQ1 2025

Product Pillar

Agentic AI

Product

Regulatory Library

Release Type

New Feature

Upgrade Option

Mandatory without fee

Expected Business Impact

  • Render the regulation on the screen for quick and easy reference with AI enabled summarization and suggested action items pertaining to the regulation.

Key Features

  • Auto summarization
  • Recommended Action items
  • Gen AI powered search
  • Summarized info along with Primary regulations Referred to generate the same.

Release TimelineQ3 2025

Product Pillar

Agentic AI

Product

Databot on all data warehouses

Release Type

New Feature

Upgrade Option

Mandatory without fee

Single window Bot to get insight from all existing data sources

Expected Business Impact

  • The Databot can pull and analyse the data from the existing GRC module data sources to offer actionable insights in real-time.

Key Features

  • Bot instantly provides the required information enabling faster and more informed decision making.
  • Follow up question is an interactive feature helps refine queries leading to more precise data retrieval.
  • The Bot has the self learning capabilities that continuously improve its data retrieval accuracy over time.
  • External data sources also can be integrated to the Bot improving its ability to provide comprehensive and relevant responses.
  • Databot integrates RBAC (role-based-access-control) meaning users can see the data for which they have the access.

Release TimelineQ4 2025

Product Pillar

Agentic AI

Product

AI agent for EA

Release Type

New Feature

Upgrade Option

Mandatory without fee

Automatic intake creation based on various external audit notices

Expected Business Impact

  • Agent can automatically interpret and extract the key information from the letter/notice to proactively create an audit record in the system as and when received.

Key Features

  • Continuous polling to check for any new Audit notice.
  • Upon receiving the notice, Agent will interpret and extract the key information from it.
  • Based on the received details an audit record would be created automatically.
  • Agent would request the relevant docs required for audit, aggregate the data and analyse it.

Release TimelineQ1 2026

Product Pillar

Agentic AI

Product

AI agent for IA

Release Type

New Feature

Upgrade Option

Mandatory without fee

Automatic finding generation based on available docs, data, samples, issues and survey outcomes.

Expected Business Impact

  • Leveraging the AI agent, issues, inconsistencies, areas of improvements and corrective measures can be identified automatically to improve efficiency and compliance.

Key Features

  • Automated document parsing
  • Centralized data repository to keep the received data
  • Data analysis and Finding outliers
  • Automated sampling
  • Sample document analysis and validation
  • Survey aggregation
  • Report Compliance gaps, discrepancies and operations issues

Release TimelineQ2 2026

Product Pillar

Agentic AI

Product

Platform

Release Type

New Feature

Upgrade Option

Mandatory without fee

Agentic work flow interface for all available modules. It will be available in Platform version 5.0

Expected Business Impact

  • Improved Compliance and Risk management as the regulations are directly linked to the policies and contracts.
  • By interlinking the modules operations can be steamlined.
  • Faster response to regulatory changes.

Key Features

  • Automated Regulation analysis and summarization
  • AI based alerts for regulatory updates
  • Automated Impact analysis and notifications
  • Automated policy update suggestions
  • Automated contract update suggestions
  • Automated Risk Assessments and suggestions