Ruleguard Update 3.39

We are pleased to announce that Ruleguard version 3.39 is now live!

This update contains the following changes:


  • We've improved the way the SOR documents display the personal information at the top of the page:

  • Now, any details that are blank (for example, if you had no IRN for this person) will not show an empty label any more but will be entirely hidden.

  • (Note: It's possible to override these values at the top of the SOR document itself, including removing them. So if you do hold some information for a person on Axiom, but don't want it to appear on the SOR, simply remove it from the document and it won't show up here)

  • Added the ability to 'clear' the date from the DOB field on the SOR to support removing this information as well

  • Ruleguard will no longer enforce an entire page break between sections on the SOR

  • Changed the way SOR tables are sorted

  • (Now these tables will always organise their information first by Legal Entity, then by the reference or name of the item itself)

  • Standardised the way responsibility types are ordered when listed together across the platform

  • (Now you will typically see responsibilities in order of: Prescribed, Overall, Local, Other, Activity)

  • (Activity type responsibilities are Ruleguard's catch-all / non-regulatory responsibilities that you can use but won't appear on e.g. SOR documents)

  • Added some controls to help you preserve changes during the Responsibilities Map drafting process:

  • The 'Copy to clipboard' item will copy the change details to your system clipboard ready to be pasted wherever you would like, and the 'Download updates' item will generate a PDF of the formatted changes

  • Added the ability to exclude the 'Employed By' column from a Responsibilities Map document person table

  • Added a 'detailed responsibility view' option to Responsibilities Map person tables

  • This changes the table from the usual column-by-column layout of responsibilities...

  • ...to this view where all responsibilities are organised under a single column, and descriptions for responsibilities are shown if provided:

  • The Responsibilities Map will now monitor and alert you to changes of responsibility description if included in the document in this way

  • Improved the sorting of responsibility references on the Responsibilities Map document in the same way as for SORs

General Improvements

  • Fixed an issue filtering the certification status column on the person matrix screen

  • Fixed an issue with downloading images from MI dashboards/reports

  • Fixed an issue with the names of MI filters on custom fields

  • Fixed an issue where custom fields options remained in MI after being removed from the configuration screen

  • Fixed an issue searching Responsibilities by the "held by" column

  • Stopped the names and borders of field groups from showing on an item card screen if you can't see any of the fields inside the group due to permissions or visibility rules

  • Increased the allowed length of a user role description to 8,000 characters

  • Added options to filter the events matrix screen by the last 60 and 90 days' worth of events

In a Rush?

Don't always have time to read our blog posts right away? You can always access our release notes later by clicking the release version in the Ruleguard Welcome menu.

If you encounter any problems or have any questions about this update, please let us know at support@ruleguard.com or contact your Delivery Manager.

Ruleguard Team