Target Sampling 

Auditors can now hand-pick specific entries directly from the data table to create samples tailored to judgmental or ad hoc scenarios, such as JET sampling. Each targeted sample requires a name, and rationale for selection, which is stored with the sample and included in exports.

Learn more about using Target Sampling in MindBridge.

Audit plan integration

A new Samples tab in the Audit Plan consolidates all create samples into one centralized view. You can then drill into a specific sample which will take you to the Sample Details page. For each sample, these details include sample method, size, audit areas, assertions, date of last export, date created and who the sample was created by.

Learn more about using the Samples tab in MindBridge.

Exportable sample rationale and results

Sampling exports have been enhanced to serve as complete audit artifacts. Exports now include GL source data, sampling method, input parameters, rationale, and selected entries. A new Export and Add to Audit Plan button allows users to complete documentation with one click. 

TRA pipeline performance improvements

We’ve made backend enhancements to the Transaction Risk Analytics (TRA) pipeline to improve processing speed and throughput. These changes reduce analysis time and improve scalability, especially when working with large or complex datasets.

Faster data validation during ingestion

The data validation step is now multi-threaded, resulting in up to 4x faster performance during ingestion. This improvement helps users move into analysis more quickly and reduces wait times when uploading high-volume files.

Improvements 

Risk segmentation settings

MindBridge now offers greater control over risk segmentation views, helping teams focus on only the most relevant data during audit analysis. These updates reduce manual filtering, support targeted workflows, and streamline the user experience across engagements.

• Disable default segment views such as Account and Risk Score to work exclusively with custom-defined views.

• Filter segment views by specific risk scores (e.g., MindBridge Score) or risk groups (e.g., Asset Assertion Scores) to support focused testing, including Journal Entry Testing (JET).

• Set a default segment view at the library level to automatically load the preferred view when accessing the segmentation dashboard.

• Apply scoped risk ranges to custom scores, allowing users to exclude irrelevant values and tailor scoring logic to different use cases.

Learn more about risk segmentation.

Email notification settings

MindBridge now offers control over email notifications at the engagement level. Within the Engagement Settings page, users can configure their own preferences using new checkboxes under their profile in Access Management.

• Enable email subscription – Master toggle for all notifications

• Task email subscription – Receive updates on task assignments and changes

• Analysis email subscription – Get notified when an analysis is complete 

Learn more about email notification settings in MindBridge.

MindBridge API

Refer to the API reference document for additional details and guidance on the updates below.

Saved filters
Adds a new entity, Saved Filter, which allows users to manage saved library, organization, engagement, and private filters.

• GET /saved-filters/{savedFilterId} returns a saved filter identified by its ID

• POST /saved-filters creates a new saved filter

• PUT /saved-filters/{savedFilterId} updates a saved filter by ID

• DELETE /saved-filters/{savedFilterId} deletes a saved filter by ID

• POST /saved-filters/query queries saved filters based on a provided filter

• POST /saved-filters/validate checks a filter's compatibility with a given data table and returns related errors or warnings

Populations
Enhancements to the Populations entity now support full CRUD functionality.

• POST /populations creates a new population

• PUT /populations/{populationId} updates a population by ID

• DELETE /populations/{populationId} deletes a population by ID

• Added fields: analysisTypeId, condition, legacyFilterFormat, displayCurrencyCode, and displayLocale

Risk ranges
Adds a new entity, Risk Range, allowing customization of low, medium, and high thresholds for risk scores.

• GET /risk-ranges/{riskRangeId} returns a risk range by ID

• POST /risk-ranges creates a new risk range

• PUT /risk-ranges/{riskRangeId} updates a risk range by ID

• DELETE /risk-ranges/{riskRangeId} deletes a risk range by ID

• POST /risk-ranges/query queries risk ranges using custom filters

Analysis type configuration
Adds a new entity, Analysis Type Configuration, for managing analysis settings across libraries, engagements, and analyses.

• GET /analysis-type-configuration/{analysisTypeConfigurationId} returns a configuration by ID

• PUT /analysis-type-configuration/{analysisTypeConfigurationId} updates a configuration by ID

• POST /analysis-type-configuration/query queries configurations based on filters

Engagement account groups
New endpoints allow full CRUD operations on engagement account groups.

• POST /api/v1/engagement-account-groups creates a new engagement account group

• PUT /api/v1/engagement-account-groups/{engagementAccountGroupId} updates an engagement account group by ID

• DELETE /api/v1/engagement-account-groups/{engagementAccountGroupId} deletes an engagement account group by ID

• The field hidden can now be used as part of a query filter

Data tables
New fields added to the data table column model:

• mindBridgeField — the name of the MindBridge field mapped to the column

• typeaheadDataTableId — the ID of the typeahead table associated with the column

Engagements

• The subscribedUserIds field has been removed

Libraries

• Added a new field riskRangeEditPermission, which indicates whether risk ranges in the library can be modified

Anything else on your mind? Chat with us or submit a request for further assistance.