This release brings faster deal loading and export performance for deals with complex entity structures, accurate 2025 Schedule D capital gains and loss data extraction, and a new guided error validation workflow for Balance Sheet and Income Statement documents.
Bug Fixes
Faster Deal Loading and Export for Complex Deals
Improved performance when loading and exporting deals with a large number of guarantors, affiliates, or subject entities
Schedule D Data Extraction for 2025 Tax Returns
Resolved an issue where capital gains and loss data from Line 1B on the 2025 IRS Schedule D form was incorrectly populating into Line 1A field
False Validation Errors on Tax Return Documents
Corrected a false-positive validation issue affecting tax return documents where errors were flagged even when the data had been accurately captured and corrected
Enhancements
Streamlined Error Validation for Financial Statements
Introduced a guided error validation experience for Balance Sheet and Income Statement documents, consistent with the existing workflow used for tax returns and other document types. Users can now navigate through validation errors sequentially using next/previous controls, with automatic scrolling and field highlighting.
Overall Impact
This release improves performance for complex deals, corrects 2025 Schedule D extraction and false-positive validation errors for more reliable data capture, and introduces guided validation for Balance Sheet and Income Statement documents—supporting faster, more confident decisions.
