Product updates

These updates describe changes relevant to filing teams and organization administrators. Unreleased changes are not yet announced as available. Historical dates below are retained from earlier updates; they do not establish which version is installed in your environment. Consult the linked guides for instructions and the coverage catalog for supported reporting scope.

Unreleased

Reporting changes requiring attention

• French year-end 2026 filings: ACPR RAN-ENS 1.8.1 applies from 31 December 2026, including NACE 2.1 tenant classifications in FR.30.01. Existing unexported filings for that date or later migrate and return to draft for fresh validation and approval. Original values are retained, but every remaining tenant row needs a new NACE 2.1 selection before export. Renaming a row does not remove this requirement; deleting it does. Exported filings stay unchanged unless reopened, when their working forms upgrade and require fresh validation and approval; immutable snapshots remain intact. Earlier periods retain 1.8.0. Imports and exports reject mismatched forms. This remains paired with EIOPA 2.8.2, does not enable French national reporting under EIOPA 2.10.0, and does not remove submission evidence requirements.
• Czech validation: additional percentage, catastrophe and cash-flow checks follow the newer CNB workbook. NV147.15 permits C0200 up to 1.5; NV40.12 detects missing inputs. Unresolved national exceptions or rule applicability block submission. Passing the executable subset is not a complete national pass.
• Polish 2027 filings: solo supervisory filings can use KNF-02 2027. Existing 2026 filings retain their source and review evidence. An authority-native SNU package remains unavailable pending KNF's electronic payload and field-mapping contract.
• National readiness: coverage and 2027 setup distinguish authority research from legal evidence. A recent research review does not clear overdue legal evidence or unblock submission. The recorded EEA review for Iceland, Liechtenstein and Norway still leaves authority packaging and submission blocked.

Data entry, validation and export

• EIOPA filings show the taxonomy migration control in the Export workspace again. Administrators and reviewers can create a successor on an installed newer release while preserving the original. Validation and migration review remain separate from approval.

• National fixed and repeating forms support spreadsheet selection, keyboard navigation and multi-cell copy and paste. Next missing, Save draft and save-retry actions help complete forms. Authority titles and input types are shown where available; permitted codes still depend on the authority's list. National forms remain accessible without an EIOPA template, and template selection identifies forms without an editable worksheet in the filing module.
• The selected-cell bar identifies labels, editability and findings. Fixed-row grids offer Use prior-period value for explicit reuse; values are never applied automatically.
• Numeric fields display localized separators without rounding or changing units. Correct or clear malformed optional numeric entries before submitting. Empty numeric cells no longer resemble a reported zero.
• Open-row EIOPA templates offer All rows and By dimensions views. Monetary headers identify reporting currency; enter full amounts, without scaling to thousands or millions. Spreadsheet pastes remain limited to 500 rows: overwriting requires a preview, and invalid or protected destinations block the whole paste. Failed saves retain entries for correction and retry.
• Imported-row edits retain their record identity and no longer remain waiting indefinitely to save during a refresh. Wait for Saved before leaving. Incomplete partner import previews are rejected; ask the partner to regenerate them from the source data.
• Validation findings link directly to affected cells. EIOPA checks respect reporting-module and dimensional scope, avoiding deactivated annual comparisons in quarterly filings. NBS Sii (OFC) 16-04 no longer compares incompatible rows and tier columns. Large asset portfolios can complete point-by-point checks; approval and export still require current validation for the saved filing.
• Applicability can be confirmed in separate business-type groups; the complete assessment is still required for submission and approval.
• Preparers can draft missing currency declarations together when amounts share one original currency and source. Review and save them before export. Empty optional bulk-evidence fields no longer prevent saving reporting values.
• Reviewed filing-specific waivers remain effective for the exact approved or exported data; a changed revision requires a new decision. Failed or cancelled exports can be retried without replacing completed artifacts. Quarterly exports respect confirmed module exclusions and avoid duplicate identical business facts; conflicting facts and missing reported units still block export.

See data entry, validation and export guidance.

Import mappings

• Choose detected source tables and inspect sample rows, map fields in a shared table, and review unresolved fields and unused columns before testing. Business column names no longer cause a connection error merely because standard import headers are absent. After switching a source table, review retained rules and run Test. Contextual destinations support source or fixed dimension values; full taxonomy member selection remains unavailable.
• Reuse one source table in separate filtered mapping paths. Test the complete mapping: overlapping paths targeting the same destination still block import. Record-count controls compare mapped records, which may differ from worksheet rows.
• Suggestions preserve manual and pending choices and require explicit acceptance. Test errors distinguish source, mapping and control problems. After a reload, select a test file again. For conflicting saves, Download JSON preserves current work before Reload latest, which discards unsaved changes.
• Administrator action: existing organizations start with AI mapping disabled. Enable it in Organization settings if wanted; platform approval and provider configuration remain necessary. Raw sample sharing requires separate approval.

See mapping preparation, testing and review.

Free tools and reporting dates

• Open the Excel converter or XBRL validator directly with localized guidance. One verified browser session works across both tools, existing email links remain usable, and each tool restores its own latest unexpired report without requiring deletion of the other report. Conversion still requires the fixed workbook; standalone validation covers only supported base EIOPA files.
• A running or interrupted check links back to its status while it blocks another upload, even after its original processing window expires. A known blocked submission does not consume another hourly attempt. Refreshing status does not submit a new file, and workbook downloads remain available during validation.
• Download a PDF of completed checks or processing failures, including readable findings, original messages and cell references. A report does not establish filing readiness or authority acceptance.

• Free workbook downloads and checks require one email verification, without an account. Sales contact and update subscriptions remain optional. Accepted checks continue after leaving the page; secure result links last 24 hours after completion, with earlier deletion available. This replaces the earlier anonymous-result and 15-minute expiry behavior when released.
• Files over 20 MiB show the limit before upload. Optional requests for larger-file help do not send the file or subscribe the requester. Saved reports distinguish failed checks, accepted exceptions and checks not evaluated. National extensions remain excluded; a result does not establish filing readiness or acceptance.
• Filter reporting dates by country, deadline year and solo or group scope, share the selection or download a calendar snapshot. Dates retain their official sources and EU-baseline or verified-authority status. Snapshots do not update automatically or replace filing-specific instructions. Italian dates cover only periods verified in the IVASS attachment, including annual and Q4 2026 dates due in 2027.

See free-tool scope and instructions.

Organization administration

• Authorized customers can request operator-assisted organization deletion without receiving an export. Independent verification, retention duties, financial archives and backup expiry still apply. See organization export and deletion.
• Proposed subscription prices are Core EUR 15,000/year or EUR 1,500/month, Group EUR 30,000/year or EUR 3,000/month, and Private Cloud from EUR 60,000/year. Implementation and customer-specific infrastructure are quoted separately for Private Cloud. Prices exclude applicable VAT; allowances are unchanged. These prices remain unreleased.
• Account creation distinguishes acknowledging draft documents from accepting published terms. If documents change during registration, review the refreshed documents and retry; entered values are retained.

2026-10-16 - Free Solvency II tools

• Prepare an English fixed QRS 2.8.2-hotfix workbook, convert it and validate base EIOPA XBRL. Confirm report details, worksheet applicability and that monetary amounts originated in the reporting currency. National and ECB extensions, T.99, custom mapping, converted amounts and foreign-currency breakdowns are excluded.
• Unfinished workbooks identify empty required worksheets and missing or mismatched currency before generating XBRL. Correct the workbook or selection and rerun; preparation findings alone contain no XBRL or validation report.
• Workbook inputs support basic number and date checks and preserve exact amounts entered as decimal-point text across regional settings. For more than the 25 prepared repeating rows, follow the guide: copying whole rows duplicates hidden keys and prevents import. Online validation remains required. LibreOffice-saved .xlsx workbooks retain navigation without false structure errors.
• Results distinguish failed validation from checks not completed and provide explanations for recognized findings. At this dated update, findings were available without email and temporary reports expired 15 minutes after submission, with earlier deletion available. Neither generated XBRL nor passed checks establish filing readiness or authority acceptance.
• Optional update subscriptions require email confirmation and offer unsubscribe; contact requests do not subscribe you or send files or findings. If an unsubscribe link is unavailable, use the Privacy page contact without signing in or subscribing again.

See the free-tool guide for instructions.

2026-09-10 - Reliable filing edits

• Rapid EIOPA edits survive an earlier autosave completing. National-form failures preserve values for correction, and invalid older NBS values no longer block unrelated draft edits; submission still requires valid values.
• National monetary inputs identify their currency. Cyprus ICCS fund-name fields accept text, retaining existing numeric values so they can be corrected.

2026-09-09 - Excel sources and national forms

• Browse uploaded Excel worksheets, find populated areas, select values or sums, and reuse saved mappings with changed-layout confirmation. Preview and confirm suggestions; formulas and merged cells remain unavailable for import.
• Solo IRRD drafts accept XLSX imports with named mappings. These imports are preparation data, not the approved filing sources required for formal review. Group plans and automated ingestion are outside this workflow.
• Select approved IRRD source values by table, row, column and reporting period. Upload PDF, XLSX or CSV evidence up to 20 MiB for supporting references and exception decisions. Uploading evidence does not replace independent approval or establish authority acceptance.
• National-form edits made during saving are queued into the next revision. Clearing a reporting selection now stays blank after saving; required-field validation still applies.

2026-09-08 - Mapping preparation and recovery-plan monitoring

• Build mapping steps from source files, review fields by source, reuse a mapping with a changed workbook, and preview arithmetic and lookup results. Confirm changed layouts and test the full file before submission. Mapping suggestions do not infer business meaning or apply without confirmation.
• The mapping assistant can explain rules and propose changes for explicit review. Follow-up conversations are not saved with the mapping. Source rows, filter values, constants, lookup entries and row aliases are excluded from its context; text entered in questions is shared. Organization AI enablement is required.
• Enabled IRRD plans support review dates, owners, escalation intervals and in-app reminders, without external messages. Linked renewal drafts take over monitoring only after independent approval; earlier unresolved triggers remain.
• Recalculate affected draft recovery plans: scenario results now exclude actions with unavailable prerequisites or dependencies, including indirect dependencies. Approved evidence packs remain unchanged. Monitoring also reaches enabled approved portfolios with more than 500 plans.

See recovery-plan preparation and review.

2026-09-07 - Recovery-plan preparation

• Recovery-plan inputs use spreadsheet grids, and action confirmation checksums are generated automatically rather than entered by preparers.
• Approved source-only filings open without requiring ordinary reporting tables. Active mappings created before revision governance can be copied into editable drafts.

2026-09-06 - Navigation that preserves work

• Move between portfolio, filings, mappings and enabled recovery plans while retaining the current document. Navigation waits for queued edits and stays in place if saving fails. Access continues to follow organization roles.

2026-09-03 - Review screenshots before sending feedback

• Optional feedback screenshots must be previewed and explicitly confirmed before sending. Remove or replace the image as needed; PNG, JPEG and WebP up to 4 MB are supported. Feedback does not replace urgent support or incident channels.

2026-09-02 - Filing guidance and organization records

• Validation findings open the affected template and cell. Empty NBS context fields can inherit entity and period details; entered values take precedence.
• Organization settings link to official national company registers, offering exact lookup where an anonymous official API is available. Review selected matches before using them.

2026-09-01 - Mapping and recovery-plan oversight

• Review mapping revision, test and approval state with the next required action. Recovery-plan monitoring groups warnings, breaches and overdue actions for review.

2026-08-29 - Validation and exceptions

• EIOPA grids show supported findings while editing; saved full-filing validation remains authoritative. Missing dependencies are not evaluated, not passed.
• Administrators can disable rules for editable filings on an exact taxonomy release. Preparers and administrators can request revision-specific waivers for reviewer approval. Reasons and evidence are required; exclusions remain visible in validation and export readiness.

2026-08-24 - National coverage boundaries

• The coverage catalog distinguishes supported, partial and future national releases. Export does not imply submission, receipt or authority acceptance.

2026-08-23 - Automation API examples

• Python, R, Julia and JavaScript starters prepare drafts and findings for review. The API cannot apply, approve, lock, export or submit a filing; an authorized product user must confirm prepared import previews.

2026-08-22 - Reporting forms and mapping review

• Prepare, validate, review and export while retaining the selected reporting grid. Imported-value evidence opens the exact mapping revision used; editing requires explicitly creating a new draft.
• Slovak NBS, Hungarian MNB, Maltese MFSA, Austrian FMA and Spanish DGSFP forms present labelled fields or tables instead of requiring stored-payload editing. Existing validation, review and export boundaries remain in force.
• Create starter mappings from CSV, Excel or ODS sources. Confirm sheets and suggestions, then append or explicitly replace draft pipelines; this does not import values or bypass review. AI refinement requires the sharing setting.
• Clearing selected open-table rows is undoable and preserves regulatory row numbers as blank gaps instead of shifting later rows.

2026-08-18 - Reliable Excel templates

• Generated templates no longer trigger Excel recovery that could remove repeating-table worksheets. Worksheet codes and a linked instruction index identify each reporting form.

2026-08-17 - Manage filing templates

• Removing a template requires a reason and excludes it from completion, validation and export while preserving values and history. Adding it again restores the work. National nil or not-filed status is available only where supported, and populated forms must be cleared before using it.

2026-08-16 - Filing readiness, privacy and administration

• Filing Health separates preparation progress from validation, evidence, review and export blockers. A high completion percentage cannot establish readiness; submission and authority acceptance remain separate.
• Guided currency forms collect conversion evidence, origin declarations and original-currency amounts in every selectable interface language.
• Analytics consent is requested again to include optional masked session replay. Reject or withdraw consent to stop recording. Review the privacy notice before deciding; filing and form contents are excluded from recordings.
• Restricted-table imports are rejected without changing the filing. Invalid numeric values remain available for correction rather than replacing saved facts. Reference-data suggestions require an explicit user decision.
• Administrators can request permanent filing deletion from the portfolio; confirmation, a reason and retention safeguards still apply.
• Email confirmation signs new users into their intended workspace or invitation; expired links provide a recovery path.

2026-08-15 - Help and product versions

• Task-based Help includes an Excel-import tutorial and contextual guidance. Unreviewed translations use the labelled authoritative English fallback.
• Product versions use YYYY.MONTH.RELEASE, separately from regulatory taxonomies.

2026-08-13 - Filing phases

• Prepare, Validate, Review and Export organize filing work by role. Recovery-plan drafts preserve unsaved fields when switching sections.

2026-08-12 - Controlled recovery planning and national readiness

• Enabled organizations can prepare solo and group IRRD plans against the EU baseline. This is a controlled pilot, not an eligibility determination. Missing feasibility evidence, invalid dependencies or stale scope data block approval.
• Warning and breach events require acknowledgement and resolution; a later normal result does not automatically close an earlier event.
• National coverage separates legal implementation from reporting and submission capabilities. A preparation-only acknowledgement for incomplete 2.10.0 national coverage does not unblock export, packaging or submission.
• Mapping drafts support reviewable filters, calculations and reshaping without changing filing values. Calculations do not execute spreadsheet macros or code.

2026-08-11 - Reporting transition and review

• The recorded transition keeps year-end 2026 on EIOPA 2.8.2-hotfix package revision 3 and Q1 2027 on 2.10.0. Check current coverage and authority instructions before use; these notes do not establish national transposition or regulatory approval.
• IRRD review requires complete sections and current calculations; approved plans remain locked. Repeat-period workbook and mapping changes require review when their meaning changes. Slovakia NBS and Czech CNB submission readiness require signing evidence as well as taxonomy, validation, native export and packaging.

2026-08-10 - Migration and independent approval

• Create a successor filing on a newer installed release in the same taxonomy family. Compatible values carry forward; changed or retired facts require review. The source stays unchanged, target validation runs again, and migration approval is mandatory.
• IRRD review-ready facts must come from approved filing snapshots. Missing, stale, conflicting or unsupported inputs block approval; an independent reviewer approves and locks the exact plan revision. Recovery-plan exports do not claim authority submission or acceptance.
• Generated workbooks include forms reported in S.01.01 even when applicability decisions disagree; resolve the visible disagreement.

2026-08-09 - Draft preparation through the API

• Entity-scoped service accounts can discover permitted entities and create draft filings. Partners can stage up to 100,000 string or boolean facts per payload. A product user must confirm changes; service accounts cannot apply values, approve, lock, export or submit. Rate-limit responses indicate when to retry.

2026-08-04 - Imports and review history

• Administrators can issue, rotate and revoke expiring ingestion credentials. Imports remain previews until confirmed by an authorized user.
• Import previews identify early data-quality issues separately from blocking validation. LEI and ISIN enrichment remains a proposal for review.
• Named checkpoints and validation-aware restore previews recover earlier work as a new revision without rewriting history.

2026-08-03 - National validation and calendar limits

• Slovak working-day coverage includes 2028; later years remain blocked until source-backed calendars are available. NBS native IS-SZP transport remains partial and does not imply live submission or acceptance.

2026-07-30 - Plans and onboarding

• Core includes up to five users and two entities; Group includes up to fifteen users and five entities. Both offer monthly or annual billing. Private Cloud uses an annual contract with separately agreed deployment and support.

2026-07-29 - Preparation and review workflows

• Teams can manage role-based access and prepare Excel, CSV, ODS, EIOPA XBRL and supported national XBRL imports as reviewable previews. Mapping lineage, comments, reviewer packs and prior-period comparisons support sign-off.
• Backup, restore and organization exit support customer operations.

2026-07-25 - Help centre

• Task-based guidance covers preparation through recovery and distinguishes export, submission, receipt and authority acceptance.

Review status

These notes summarize product changes, not jurisdiction-specific regulatory advice. Confirm filing decisions through your organization's approved process and the relevant authority instructions.