Engagement Manager 25 February, 2026 release notes

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Audit Intelligence Analyze

View all data
– This feature allows AIA users to access ingested data files. The data in the files will be in the schema of Validis' common data model. Users will be able to add these files to the
Workpapers
tab and view/download them for their reference.
Upload and Share: Accounting system specific instructions
– This feature ensures that clients responding to a ledger data request using Upload and Share connectors will be presented with specific instructions on preparation of the data files. This will minimize the potential for structural/content errors in data files.
New Histogram
– This feature is available for all datasets ingested after February 25th. The new histogram stratifies the
Risk Score
0
segment into three base sub-segments:
  • Low Risk
    – This sub-segment consists of items with risk scores falling within the 1-33% of the risk score range.
  • Moderate Risk
    – This sub-segment consists of items with risk scores falling within the 34-49% of the risk score range.
  • High Risk
    – This sub-segment consists of items with risk scores falling within the 50-100% of the risk score range.
Users will be able to modify, add, and delete subsegments (including the three default ones) based on custom risk score ranges.

Audit Intelligence Test

  • Upload and share restrictions have clearer guidance.
  • The Test home page features a redesigned stepper component.
  • Samples containing blanks were previously not generating results; this issue is now resolved, and results will be produced.

Engagement Manager

General enhancements
Finalize Engagement – Guided Assurance – Single Audit
: An issue was identified where users were unable to finalize Single Audit engagements. Engagements can now be finalized as expected.