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Update: Golden thread, gateways, safety case & KBI on every plan — User manual

Product Changelog

Verified platform releases aligned to our production checklist.

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v2.11.0July 2026

Citation hygiene — MOR, complaints, AP transfer

  • FixedOccupied MOR cites corrected to BSA s.87 / SI 2023/907 reg.6 (removed incorrect SI 2023/906 Approved Inspectors cite)
  • FixedAP responsibility-transfer copy no longer mislabels BSA s.94 (s.94 = BSR complaints; change-of-AP info = s.90)
  • FixedComplaint 10 working-day response window framed as platform policy implementing SI 2023/907 reg.12 — not a statutory national clock
  • ImprovedMOR deadline copy aligns with notice ASAP + 10 calendar days from the AP’s attention; s.90 presence attestation for all eight pack themes
  • NewAutodesk APS AutoCAD live on the shared Enterprise OAuth path with Revit/ACC — selective import including DWG/DXF; no in-product model Viewer yet
  • ImprovedDownloadable /resources checklists deepened to FINALPASS BSA floor and upgraded to preferred reading chrome (summary, clocks, sources, guide-first CTAs; pages stay noIndex to protect *-software SEO)
v2.10.0July 2026

England gap plug — s.90, levy evidence, HRB classifier

  • NewBSA s.90 AP information-transfer checklist and attestation on change of Accountable Person (distinct from AP responsibility-transfer records and s.76)
  • NewBuilding Safety Levy evidence store — liability, amount paid, payment date, receipt URL (in force from 1 Oct 2026; not a calculator)
  • NewAdvisory HRB description classifier aligned with SI 2023/275 — never auto-sets is_hrb
  • NewBuilding safety statements (annual and resident engagement) in the occupied phase
  • ImprovedCyber Essentials (basic) internal readiness pack prepared for IASME submission — not certified; Trust Centre wording updated
v2.9.0July 2026

Building Assessment Certificate (BAC) readiness

  • NewBAC direction tracking with 28-day application deadline from BSR direction date
  • NewBAC submission pack assembly — safety case, resident engagement strategy, MOR evidence, and in-force compliance-notice serials with completeness checks
  • NewStructured BAC refusal, review, and First-tier Tribunal appeal tracking
  • NewEarly BAC reassessment flags after incident, remediation completion, or building change — alongside renewal reminders
  • ImprovedOccupied documents / BAC workflow aligned with prepare-for-GOV.UK portal filing (no auto-file)
v2.8.0July 2026

BSA Readiness & Integration Hardening

  • NewPer-building compliance scorecard and multi-HRB portfolio ranked by readiness — all plans
  • NewStatutory deadline calendar with ICS download (10/14/28-day clocks and review dates)
  • NewEvidence packs — AP inspection, resident rights (SI 2024/41), Schedule 8 / Part 5, cryptographic bundle
  • NewGateway portal-day pack — GOV.UK links, checklist status, correspondence, attestation register, HSE reference reminder
  • NewChange control actions to update golden thread, safety case, G3 evidence, and BSR notify (s.88)
  • NewPAS 8671/8672/8673 competency evidence matrix
  • NewEngagement effectiveness (reg.10) — strategy status, consultation, points in 90 days, open info requests
  • NewAdvisory PDF pre-fill (Professional+) — draft KBI, SMS, engagement, and FRA fields; user reviews every field
  • ImprovedCompanies House verification by company number or registered name
  • ImprovedHardened Google Calendar / Outlook OAuth, Twilio SMS, and Teams/Slack webhooks (Professional+)
  • NewAutodesk APS (Revit/ACC) Enterprise OAuth pilot — browse, selective import, project mapping, and version-aware re-sync
v2.7.0July 2026

Collaboration Scope & Production Hardening

  • NewClient and resident building-scoped document APIs with bulk ZIP export
  • ImprovedReg.12 complaint lifecycle — acknowledgment, SLA tracking, substantive response, and reconsideration with automated reminders
  • ImprovedServer-persisted project document permissions and compliance CMS editorial settings
  • ImprovedBSR correspondence — link project documents to regulator replies
  • ImprovedSign-off queue, handover signer display, AP obligations dashboards, and resident live duty-holders
  • FixedClient portal project scoping and occupied AP/BSM dashboard API wiring across multi-HRB portfolios
v2.6.0June 2026

Enterprise Depth & Legislative Coverage

  • NewEnterprise API keys — scoped Bearer auth, rotation, expiry, usage log, and OpenAPI 3.1 reference
  • NewSSO/SAML/OIDC with SCIM 2.0 directory sync and custom roles with portal scopes
  • NewMulti-organisation hierarchy — consolidated billing, portfolio analytics, and audit CSV export
  • NewPart 5 remediation module with Schedule 8 cap calculator and qualifying lease register
  • NewFull FRA lifecycle, FSER fire door cadences, EEIS & PEEP register
  • NewCDM client duties, construction phase plans, F10 notifications, and PCI pack distribution
  • NewServer-side branded PDF compliance reports with scheduled delivery
  • NewLegal hold, per-category retention rules, and retention dashboard
  • NewBSR inspection evidence bundle — one-click export for regulatory visits
  • ImprovedTwo-way Google/Outlook calendar sync with Meet and Teams meeting links
  • ImprovedAutomation rule templates, 25+ webhook events, and Teams/Slack channel adapters
  • ImprovedDocuSign handover e-signatures and live Stripe checkout & billing portal
v2.5.0June 2026

Auth, KBI & Occupied Phase Depth

  • NewSelf-service signup provisioning with org creation and welcome email
  • NewKBI 16-category support aligned to SI 2023/396 regs.3–18
  • NewBrowser push notification subscriptions alongside SMS
  • NewTokenised iCal calendar feed for Professional+ teams
  • ImprovedOccupied-phase depth — SMS fields, Schedule 3 fulfilment, complaint substantive responses, KBI reg.4(c) outbuildings
  • ImprovedManual testing checklist with shared team workspace and PDF export
v2.4.0March 2026

Gateway 3 & Occupied Phase

  • NewGateway 3 submission workflow with completion checklists
  • NewBuilding registration change tracking with 14-day BSR notification logic
  • ImprovedMandatory occurrence reporting with 10-day BSR deadline tracking
  • ImprovedResident portal — Schedule 2/3 information and s.91B safety concerns
  • FixedGateway checklist schema alignment across G1, G2, and G3 routes
v2.3.0February 2026

Golden Thread & Handover

  • NewFormal handover package assembly with BSM contact recording
  • NewDocument approval and lock workflow for golden thread records
  • ImprovedChange request approve/reject with synchronous audit records
  • ImprovedCompetency declaration cross-checking against framework requirements
  • FixedCross-org project access blocked at app and RLS layers