EB360 4.x Release Notes – Ethixbase360

This page contains the release notes for the EB360 4.x series. You can access release notes for other EB360 releases here: EB360 Release Notes.

4.9 release - Apr 2026

This release introduces the following enhancements to the Ethixbase360 Third Party Risk Management platform:

Cyber TPRM

What is Ethixbase360’s Cyber Third Party Risk Management Solution?

Ethixbase360's new Cyber capability provides integrated third-party cyber risk management, powered by S-RM's Attack Surface Management (ASM) technology. The Ethixbase360 platform enables you to assess, monitor, and manage the cyber risk posture of your third-party suppliers directly within the platform alongside other third party risk themes for a holistic view.

What's Included in This Release

Automated Cyber Onboarding

When a third party is onboarded, Cyber can be automatically ordered via configurable automations. The platform handles supplier registration and domain scanning setup behind the scenes, so your third parties begin being assessed immediately.

Scanning & Monitoring

Passive scans are non-intrusive and run automatically against a supplier's domain to identify publicly exposed risks and vulnerabilities. Monitoring will be performed based on a risk-based cadence.
Active scans provide a deeper, more thorough assessment. Suppliers can be upgraded from passive to active scanning via a secure Authorisation to Scan process (DDQ), ensuring full consent before in-depth testing begins. Similarly to Passive scans, monitoring can be performed on a risk-based cadence.

Ongoing Monitoring

Scan results are automatically updated via real-time webhooks from S-RM. When new scan data arrives, the platform processes and surfaces updated risk information with notifications — keeping your cyber risk view always current without manual intervention.

Centralised Cyber Risks Dashboard

A new Cyber Risks page provides a collated view of all your third parties assessed for Cyber, with key risk indicators at a glance:

Scope Assessment – Whether the third party is in or out of scope for Cyber
Inherent Risk – Pre-mitigation risk level
Scan Results – Severity breakdown from passive and/or active scans
Questionnaire Rating – Results from the Cyber Résilience Questionnaire
Collaborative Risk Assessment – Joint assessment findings
Residual Risk – Post-assessment or mitigation risk level
Client Risk Rating – Manually adjusted to set Client risk level

The dashboard supports search, sorting, pagination, and filtering across all risk indicators (by severity level, scan type, scan date, and more).

Third Party Profile – Cyber

Each Third Party Profile now includes a dedicated Cyber tab with:

Summary cards showing the highest-severity risk indicators across all scanned domains at a glance
Supplier domain list – a detailed table showing each scanned URL or IP address, scan type, date, and vulnerability severity counts (Critical / High / Moderate / Low), with links to drill into details
Domain details page – view all flags and vulnerabilities identified for a specific domain, including title, severity, port, first detected/last seen dates, and expandable details with description, remediation, and mitigation guidance
Scan history – view the full history of scans for any domain, tracking how the risk profile has changed over time

Cyber Menu Item

The left-hand navigation menu has been updated to add a direct link to Cyber. For platforms that have not yet activated the Cyber product, users will see a dedicated promotional page explaining the Cyber offering and its benefits.

Summary

This release delivers a comprehensive, end-to-end cyber third party risk management experience — from automated onboarding, in and out scope assessment, multi-dimensional risk rating and risk-based scanning through to ongoing monitoring — all seamlessly integrated into the Ethixbase360 platform your teams already use.

To learn about Ethixbase360’s Cyber TPRM capabilities please speak with your Client Success or Account Manager.

Learner Management Enhancements

The 4.9 release includes six enhancements to Ethixbase360’s Training module. These improvements focus on giving Ethixbase360 platform users greater visibility and control over individual learners and their training progress.

Multi-Language Support for the Supplier Portal

The training area of the Supplier Portal now supports multiple languages. The language displayed to a third party is determined by the default language set on their profile, ensuring a localised experience for your global value chain. All labels, buttons, page titles, forms, and notification messages will reflect the selected language.

Individual Learner List View

A new centralised Training view is now accessible from the left-hand navigation. This provides a single, consolidated table of all learners across your third parties — including their name, email, linked third party, assigned course, request and completion dates, status (Not Started / In Progress / Completed), and when a reminder was last sent. This removes the need to navigate into each third-party profile individually.

Sorting, Filtering & Search for Learners

The learner list supports rich sorting, filtering, and search capabilities. You can filter by third party, status, requested date range, and completion date range. Full-text search is available across learner name, third party, email, and course. All columns are sortable, making it easy to create actionable subsets of your training data.

Export Learner List

You can now export your full list of learners directly to an Excel file from the browser. The export includes all key fields — third party, course, learner details, dates, and statuses — and is sorted by third party, course, status, and learner name for easy review outside the platform.

Pagination on Training Course Overview

Pagination has been added to the Training Course Overview page, defaulting to 10 items per page, so you can manage large numbers of courses more comfortably.

Pagination on Manage Training Page

Similarly, pagination (defaulting to 10 items per page) has been added to the Manage Training page, giving you control over how many trainees are displayed at once.

Summary

Ethixbase360 Training module enhancements extend previously delivered Learning Management System capabilities within the Ethixbase360 platform that allow users to diseminate eLearning courses to multiple learners per third party organisation. This is further supported by updated course content releasing throughout H1 2026.

To learn about Ethixbase360’s Third Party Training capabilities please speak with your Client Success or Account Manager.

PUSH API - API Endpoint Response Enhancement

The API Endpoint Response enhancement to the PUSH API enables customers to integrate Ethixbase360 with their own systems—such as ERP platforms, analytics tools, and third‑party data providers—using secure, event-driven APIs.

It allows Ethixbase360 workflows to:

Send data to external systems
Receive responses back from those systems
Use those responses to continue, update, or remediate actions automatically

This creates a bi‑directional integration model, where Ethixbase360 is not only a system of record, but an active participant in your wider technology ecosystem.

What Is an API Endpoint Response?

An API Endpoint Response is the structured data returned by an external system after Ethixbase360 calls one of its APIs.

In Ethixbase360, this response can be:

Interpreted based on response code (e.g. success or error)
Mapped into Ethixbase360 as “expected data”
Used to trigger follow‑up actions or automations

This ensures that external outcomes directly influence Ethixbase360 workflows, rather than requiring manual checks or reconciliation.

Supported Integration Pattern

Ethixbase360 can integrate with external platforms using a consistent pattern:

An Ethixbase360 Automation is triggered (e.g. onboarding, remediation, enrichment)
An Action prepares the required data
An API Notification is sent to an external service
The external system processes the request
A response is returned to Ethixbase360
Ethixbase360 processes the response and continues the workflow

This model supports both forward-only and bi-directional interactions depending on the use case.

Common Systems Customers Integrate With

Customers commonly use API Endpoint Responses to integrate Ethixbase360 with:

ERP platforms (e.g. SAP, Microsoft Dynamics)
CRM systems (e.g. Salesforce)
Reporting and BI tools (e.g. Power BI)
External data and risk intelligence providers
Custom internal applications

These integrations allow Ethixbase360 to operate seamlessly inside existing enterprise landscapes.

How Ethixbase360 Uses API Responses

Response Codes

Ethixbase360 is designed to handle standard API response codes, including:

200 / 201 – Successful operation
400 – Bad request
401 / 403 – Authentication or authorisation issues
404 – Resource not found
422 – Validation error
500 – Server error

Each response type can be handled differently within workflows, allowing for intelligent branching and error handling.

Mapping Response Data

Returned API data can be mapped back into Ethixbase360 as structured fields, such as:

Status values
Reference IDs
Messages or error details

This data becomes usable inside automations—for example to:

Update supplier records
Trigger success or failure paths
Store audit or reconciliation information

This ensures Ethixbase360 always reflects the true outcome of external operations.

Key Customer Use Cases

1. Onboard Third Parties to a Client ERP

Ethixbase360 can trigger third‑party creation in a client’s ERP system.

Example flow:

Ethixbase360 onboarding completes
Supplier data is sent to the ERP
ERP returns a success or error response
Ethixbase360 saves the supplier ID or logs the error accordingly

This removes the need for duplicate data entry and manual handovers.

2. Pull Data From a Client’s ERP

Customers can retrieve supplier data from their ERP to compare against Ethixbase360 records.

Where possible, clients should send updates into Ethixbase360 rather than Ethixbase360 polling their systems. Polling is not recommended for frequent use

Appropriate example:

Monthly supplier audit
Identify discrepancies caused by direct updates in the ERP
Generate exception reports for review

3. Enrich Third-Party Data Using External Services

Ethixbase360 can call specialist external providers to enrich supplier profiles with additional intelligence, such as:

Company size and structure
Ownership and UBO data
Industry classification
Certifications
News and risk monitoring
Cyber and breach intelligence
Training and DDQ enhancements

Returned data is mapped back into Ethixbase360 and used to update records automatically.

4. Self-Remediation and Continuous Monitoring

API responses can support advanced workflows such as:

Self-remediation at client systems
False-positive resolution
Re-triggering due diligence scopes (IDD / EDD)
Automated engagement and follow-up actions

This enables closed-loop risk management, driven by real outcomes rather than static assessments.

Summary:

The API Endpoint Response capability allows customers to:

Embed Ethixbase360 directly into their operational systems
Reduce manual work and reconciliation
Ensure data consistency across platforms
Automate complex, outcome‑driven workflows
Scale third‑party risk management with confidence

To learn more about the PUSH API and explore subscription and configuration please contact your Client Success or Account Manager.

Archived reports

Archived reports will now remain visible in the reports section of the third party profile. This means that you can access previously run reports which are clearly marked as Archived as well as newer active reports.

Note only active reports are subject to Ongoing Monitoring.

4.8 release - Nov 2025

This release introduces the following enhancements to the Ethixbase360 Third Party Risk Management platform:

New Third Party Profile User Interface

Clients now have the option to enable the complete new third party profile UI on their accounts.
Additional capabilities of the new UI now supported include sections for:

Documents
Associates
eLearning
Notes – including the ability to collaborate with colleagues
Ultimate Beneficial Ownership (UBO)
ESG Explore

This builds on enhancements made in prior releases including:

Consolidated Screening Reports (4.6)
Screening Risk Summary and Details (4.7)
Pre-Filtered Event Log (4.7)
Risk Indicators (4.7)
Third Party Details (4.7)
Third Party Contact Details (4.7)
Corporate Data (4.7)
Reports (4.7)
Engagements/Questionnaires (4.7)

The new Third Party Profile User Interface can be enabled by your Client Success Manager for your account. Please contact them to find out more.

Filtered Exports, Imports and Update Enhancements

This release introduces strategic enhancements to better manage large datasets including:

Bulk Export & Import & Update Filter options

Allow limiting exported data to only what’s needed, provides ability to refine data requests with enhanced filter options to narrow focus.
Pre-Filtered Bulk Update sheet delivers update sheets already filtered for relevant data in a ready-to-use update template.
Improves speed and avoids unnecessary data transfer.

Future enhancements will include the ability to refine results further by excluding archived third parties.

Batch Size

Batch size options are now presented to the user, the default batch size remains 3,000 records however, the user can select larger batch sizes based on their requirements from thousands to tens of thousands of records.

Error Messages

Updated error messaging to provide clear, precise error messages should a bulk upload fail, helping users to quickly identify and correct issues before re-trying

Users can learn more about exporting files from Ethixbase360 here.

Third Party eLearning

Training management now includes license counts, the ability to set registration limits, and automated completion certificates for learners
Completion email flows and certificate download links available for all learners
Notifications and interface improvements prevent exceeding license limits for multi-learner functionality in the Supplier Portal
Workflow enhancements to allow the trigger of automated actions based on updated course status

User Management - User Search and Filtering

Quick Filter by Status or Role

Allow admins to filter user lists by active/inactive status or role.
Speeds up locating specific classes of users.

Locate User Classes on Platform

Enable platform admins to quickly find user groups configured on the platform.
Simplifies user management and oversight.

Export User List with Status

Provide an export of all users showing active/deactivated state.
Helps admins manage user lifecycle effectively.

Add Existing User to Another Platform

Allow client admins to add a user (by email) who already has access to one platform to another platform via UI.
Streamlines multi-platform access without manual intervention.

Extended Workflow Automation Capabilities

Extract entities from questionnaires (associates, UBOs, etc.) for additional actions (due diligence, questionnaires, eLearning, etc.).
Results of Enhanced Due Diligence reports trigger automated actions.
Re-order Enhanced Due Diligence reports when associates are added
Control which third parties are affected by automations
Archive or unarchive a third party via workflow
Edit archived third parties via the platform, bulk update or API

These workflows are not added to your platform automatically when you upgrade to 4.7 - they must be requested. If this is something you are interested in, please contact the Support team at Ethixbase360.

4.7 release - Aug 2025

This release introduces the following enhancements to EB360:

Archived third parties

Editing: You can now edit archived third parties just like non-archived ones - i.e. manually or via bulk update, API, or automated workflows. For more information, please see Archiving Third Parties
Un-archiving: Your platform can be configured to allow selected users to 'un-archive' third parties (this is configured by Ethixbase360 staff).
Automation: Automated workflows can now be configured to include or exclude archived third parties, or to run ONLY on archived third parties. (Note: automated workflows can only be configured by Ethixbase360 staff.)

To request un-archiving or workflows that distinguish between archived and active third parties, please contact the Support team at Ethixbase360.

User management

Deactivated users no longer receive email notifications from EB360.
User export: 'Last Login' is now included as a column in the user export file. This column displays the time and date of the user's most recent login, or is blank if the user has never logged in - for example, new users or those migrated from EB2 who haven’t yet accessed EB360.

Filtered Export

Ownership data: a new 'UBO Data Found' column has been added to the export file, to help you identify situations where the UBO service has been run but no ownership data was found for a third party.
Due Diligence: a new 'Source' column indicates whether screening alerts were detected by an initial screening report or by ongoing monitoring.
DDQs: DDQ question numbers are now included in the export file.
Training: a 'Training' sheet has been added to the export file. This lists all third parties with training assigned to them, along with details of the assigned courses, registered learners, completion status, etc.

For more information about the content of export files, please see the table at the end of this page Exporting Third Party Records From EB360.

Bulk upload

Bulk uploads now report on duplicate third party records that are skipped during import. Skipped entries are listed by row number and third party name, giving you clear visibility into exactly what was imported and what wasn’t.

Available on request - new automation options

It is now possible to use automated workflows to:

Extract contact details from questionnaires and add them to the third party as associates. These new associates can then undergo further actions (e.g. screening) if required.
Trigger actions based on the results of Enhanced Due Diligence (EDD) reports.
Re-order Enhanced Due Diligence reports when new associates have been added to a third party.

4.6 release - May 2025

This release introduces a number of enhancements to EB360, including:

Consolidated screening reports
API retrieval of consolidated reports
Updates to risk categorisation
Questionnaire auto-fill
Improved onboarding for individuals
User import / export
Filter by logged-in user
View log-in activity
Auto-verification logging

Consolidated Screening Reports

The new Consolidated Screening Report combines information from multiple sources into a single report, with alerts grouped, categorized, and sorted for ease of use. The Consolidated Screening Report includes IDD, IDD+, Premium Corporate Data, and Ultimate Beneficial Ownership data (where those products have been ordered for a third party).

Here is an example of a risk alert summary page in the new consolidated report. Note that you can see alerts for the company, its associates, and its owners - all on the same page:

API retrieval of consolidated reports

The following endpoints have been repurposed. They now return the most recent consolidated screening report for third parties:

GET ~/screening/report/{thirdPartyId}/idd
GET ~/screening/report/{thirdPartyId}/iddplus
GET ~/screening/report/{thirdPartyId}/ogm

Updates to risk categorisation

The severity and categorisation of some risk codes have been updated in 4.6:

Risk Severity updates:

OBS - changed from Serious to Critical
ABU - changed from Serious to Critical
LMD - changed from Serious to Moderate
MSB - changed from Serious to Moderate

Risk Category update:

FOS - category changed from Regulatory to Sanctions And Watchlists

Questionnaire auto-fill

If a questionnaire is reissued to a third-party organisation that has previously completed it (e.g. as part of renewal), they can now save time by reusing their earlier responses.

What you need to know:

Auto-fill works even if the questionnaire was previously completed by a different contact within the third party's organisation.
Respondents can review and update their previous answers - or leave them unchanged if nothing has changed.
If there are new questions, these won’t be auto-filled; they must be answered manually.
Auto-fill doesn’t work across different questionnaires or versions.

Auto-fill is configured by Ethixbase360. If this is something you are interested in, please contact the Support team at Ethixbase360.

Improved onboarding for individuals

The onboarding process for third-party individuals (not organisations) has been updated. Key changes include:

Handling of Duplicate Names: Individuals with the same name as an existing platform user can now be onboarded, provided other personal details differ (e.g. address or date of birth).
Registered in: This field is now mandatory. Note that it refers to the individual's nationality, not their country of residence (if different).
Date of Birth: A new, optional field.

User import / export

Administrators can now bulk import and export EB360 users, including their roles and permissions:

For more details, see the following pages:

Filter by logged-in user

A new 'Logged-in user' filter for third-party list views helps you focus on records relevant to you - e.g. records that you’ve created:

The Logged in user filter can be used with:

System Owner
Created By
Custom attributes of type 'User'

View log-in activity

Administrator users can now view the last log in date and time for each user:

Auto-verification logging

The Event Log now records whether auto-verification has succeeded or failed, using the following 'Type' and 'Tags':

Type: Verify
Tags: Verify, Success
Tags: Verify, Fail

4.5 release - Mar 2025

This release includes a number of new features that you will get as a standard part of your upgrade to 4.5, as well as some new functionality that is available on request (detailed below).

Included as standard:

Bulk update now supports Bulk Archive. You can bulk archive third parties using the Excel-based 'bulk update' template, by entering the text 'Archive this Entity' into the Updated Archive Status field. For example:

Note: it was already possible to bulk archive directly on EB360, by selecting multiple third parties from a list view.
The Event Log now records when:
- Bulk upload skips a third party because it already exists on the platform.
- Verification succeeds or fails for a third party.
- Contacts are edited or deleted, and by which user.
- Third parties are archived.
- Documents are uploaded or deleted from a third party record.
- 'Act on All' actions are triggered.
Filtered Export now includes Tcertification status and payment value as columns in the export file.
A new 'System Owner' column is available for the Managed Third Party view, and for list-based user views.
Brazilian Portuguese (Português Brasileiro) is now available on EB360. It can be used in due diligence questionnaires and accompanying emails (notifications, reminders, etc).

Available on request:

Auto-verify and bulk verify third parties. For more detail, see:
- Auto-Verification: Overview & Set-Up
- Auto-Verifying Third Party Details
Use verification status to trigger automated workflows. For example, the following could now be automated:
- Run IDD after third party verification.
- Notify people if third party verification fails.
Automated communication that is targeted to individuals based on their EB360 role, or their relationship to platform data. For example, you could now have automated workflows to:
- Email the user who ordered screening on a third party.
- Email the primary contact of a third party.
A new and improved 'Risk Details' tab on the third party profile page:

If you are interested in any of the 'available on request' features, please contact the Support team at Ethixbase360.

4.4 Release - Jan 2025

Key functionality released in EB360 4.4 includes:

Ongoing monitoring of third party ownership
Automated ordering of EDD
User-defined task views
Hide or display custom attributes

Minor enhancements include:

Filtered export: there is a new 'Archived' column in filtered export files, to distinguish between archived and live third parties (cells contain the value 'Archived' for archived third parties, and are blank for live third parties).
The Event Log records the names of users when they order services or trigger actions for a third party. The user name is displayed in the 'Created by' column.
The Event Log records updates to the System Owner.
Faster page-loading.

Ongoing monitoring of third party ownership

Ongoing monitoring is now available as an option for the UBO service. If this is included in your platform subscription, then the following changes are monitored:

New owners and beneficiaries
Changes in ownership percentage
Removal of owners (i.e. when a previous owner has sold 100% of what they owned)

Third party records will be updated automatically when changes are detected, and you can view the change history from the new Change log tab in the third party profile:

See the following pages for further information:

Automated ordering of EDD

Enhanced due diligence (EDD) can now be ordered automatically, when selected platform events occur - for example, your platform could be configured to order EDD when a specific answer is returned on a questionnaire, or when risk alerts are confirmed on an IDD+ report.

This is configured by Ethixbase360 staff. If this is something you are interested in, please contact the Support team at Ethixbase360.

User-defined task views

You can now create custom user views to display task-related information. For example, views can display:

All open tasks
All open tasks assigned to a specific role
All tasks that are over a certain age and not yet complete
New tasks created from a selected template, e.g. 'New onboarding tasks'

For more information, see User-defined task views.

Hide or display custom attributes

You can control the visibility of custom attributes on Third Party Profile pages, using a new permission called: Which roles can view.

Note that this permission:

Must be set individually on each custom attribute.
Controls which user roles can view a custom attribute when Third Party Profile pages are in 'View' mode. In 'Edit' mode, visibility is controlled by an existing permission called Edit permissions. So if a user role is not supposed to view a custom attribute, you should ensure that the user role has neither of these permissions for that attribute.

Default view permissions

For custom attributes created prior to 4.4, view permissions have now been given to the 'Basic' and 'Admin' roles. For clarity, this means there is no change in visibility post-upgrade.

For new custom attributes created after the 4.4 release, view permissions will default to the 'Admin' role only.

You are free to change these settings on each custom attribute as required, if you want to restrict or broaden visibility.

Version 4.3 - Dec 2024

This release includes:

Improved log in
Export enhancements
New permissions
New dashboard widgets for tasks, training and 10-point rating / average rating
Pie chart view for 'custom attribute' dashboard widgets
Rich text support in templates
API update (custom attributes)

Improved log in

The Login page has been redesigned to make a clearer distinction between the standard Ethixbase log in (used by the majority of people) and organizational log in using Single Sign On. The updated Login page has been implemented in both EB360 and the Supplier Portal.

The updated Login page looks like this:

Export enhancements

When you export third party data, the export files will now include columns that show whether corporate details have been verified, and whether PCD or UBO have been ordered.

New columns in the export file:

For more information about exporting third party data, see Exporting Third Party Records From EB360.

New permissions

Two new permissions have been introduced:

Edit Questionnaires - controls who can edit or delete due diligence questionnaires.
Trigger Act On All - controls who can trigger the following actions in bulk, for all third parties on your platform:
- Order DDQs
- Send DDQ reminders
- Order ESG

For the full list of EB360 permissions, please see Permissions in EB360.

New dashboard widgets

Several new dashboard widgets have been added to help you visualise and manage your platform data.

Custom attribute widget:

RATING: 10-point scale - Allows you to display values for custom attributes of type Rating > 10-point scale. It can be displayed as a bar chart or an 'average rating' gauge on your dashboards:

Display option 1: Display option 2:

You can use this widget on your MSQv4 dashboards, to display the average MSQv4 risk score across your third parties.

Training widgets:

Total Training registrations - Total number of all learners registered on all courses (i.e. the total number of training credits that have been used).
[Course Name] Not Started - Total number of third parties who have been sent a link to the named course, but have not started it yet.
[Course Name] In progress - Total number of third parties that have started the named course, but have not completed it yet.
[Course Name] Completed - Total number of third parties that have completed the named course.

Task widgets:

[Task Name] Completed Task Count with [Task outcome] - The number of times a specific task has ended with a particular outcome. For example, the number of times a third-party approval task has ended with third parties being approved.
[Task Name] Open tasks based on Assignee -The total number of open tasks created from a specific task template, across all assignees.
[Task Name] In progress tasks based on Assignee - The total number of in-progress tasks created from a specific task template, across all assignees. For example:

For the full list of dashboard widgets available, please see The EB360 Dashboard Widget library.

Pie chart view for 'custom attribute' dashboard widgets

Dashboard widgets that are based on custom attributes of type 'list of strings' can now be viewed either as pie charts or as bar charts. Previously, it was only possible to view these widgets as bar charts.

Rich text support in templates

A rich text editor has been added to Task Templates and User Email Templates (these templates are only available to Administrator users).

API changes

'GET Custom Attribute' calls now only return active, non-deleted custom attributes (previously, inactive and deleted custom attributes would have been returned).

Version 4.2 - October 2024

Key features released in EB360 4.2 include:

Bulk updating for third parties
Filtered export
Task widgets

The 4.2. release also includes a number of:

API updates
Minor enhancements.

Bulk updating for third parties

Updating multiple third parties is now easier and more efficient, with the new bulk update template. For more details, please see Bulk Updating Third Parties.

Filtered export

Filtered export allows you to:

Export a selection of third parties from your platform, where previously it was only possible to export all third parties.
Export larger numbers of third parties than were previously possible, by dividing the third parties into batches and exporting them in multiple files.

Filtered export is available from the Managed Third Party list and from any custom user views that are based on the third party list. For more details, please see Exporting Third Party Records From EB360

Task widgets

A new set of task widgets enables you to build your own dashboards, to view and manage the tasks on your EB360 platform. Task widgets can display a wide range of information, including task status, assignee, dates that tasks were created, completed, etc. For details of the available widgets, please see The EB360 Dashboard Widget library.

API updates

API updates for 4.2 enable you to work with:

Platform users: GET a list of platform users, which can include their name, status and last 'log in' date.
IDD / IDD+ reports: GET the latest IDD / IDD+ reports for third parties, in PDF format. Optional argument to specify whether the latest remediated or unremediated report is retrieved.
EDD reports: GET any EDD report for a third party, in PDF format.
Third party addresses: Add new third party addresses (POST). Update existing third party addresses (PUT).

You can view the full API specification by going to your platform and appending /api/v1 to the base URL - for example: https://EB360Platform123.com/api/v1

Minor enhancements:

A new permission called 'Navigate to Matched Third Party' allows Administrators to restrict whether users can view and navigate to third parties that are identified as possible matches when onboarding a new third party. For more information, see Permissions in EB360.
TCertification - new filters in the Manage Third Party page, and in custom user views, allow you to see which third parties have opted in to TCertification.
You can now edit the names of existing third parties.
The event log now records edits to third party name and alias.
Due diligence reports are now ordered by 'newest first'.
Ethixbase ID (EID) can be displayed for third parties, in the Manage Third Party list and the Third Party profile. This is configured by Ethixbase360 staff. If this is something you are interested in, please contact the Support team at Ethixbase360.

Version 4.1

Released September 2024

Order by newest third parties

The Manage Third Parties list is now ordered by most recently created third parties first, making it quicker and easier to see what companies have been onboarded to your platform recently.

Multi-learner training

Multi-learner training is now available on EB360. When you order training for a third party, the main contact at the third party can use the Supplier Portal to:

Assign multiple learners to the course.
Manage all training engagements, view assigned modules, and track learner progress. Individual learner statuses such as 'not started', 'in progress', and 'completed' are reported, along with the overall training status for each module.

For EB360 users, custom views on your EB360 platform will allow you to monitor the training progress of your third parties. For each course on your platform, you will be able to see:

Which third parties are assigned to the course.
Requested and completed dates.
The overall status of a course (e.g. 'not started', 'in progress' or 'completed'). Note: if at least one assigned learner at a third party has not finished a course, then it is classed as 'in progress'. A course will only show as 'completed' when it has been finished by all assigned learners at the third party.

New help pages

For EB360 users, we have added the following new pages to help you get up and running with training in EB360:

Version 4.0 - July 2024

The EB360 4.0 release includes:

Task management
Training - single learner
Upgraded third party onboarding
Freemium corporate data verification

From 4.0 onwards, all new EB360 customers will automatically receive upgraded third party onboarding and Freemium corporate data verification. Existing customers can upgrade on request - for details, please contact clientsuccess@ethixbase360.com.

Task management

Task management is now available in EB360, allowing you to create, assign and participate in tasks. It is up to the platform designer to decide what tasks might be required and what they should involve, but some typical examples might be:

Reviewing screening results
Signing off on due diligence reports
Approving third parties as safe to work with

You can view tasks using the Tasks option in the left-hand navigation pane:

You can also filter the task list, e.g. by assignee, status, date updated, and more:

In order to use task management, your EB360 system must be configured to include 'task templates'. Task templates define the parameters and possible outcomes of a task, and they are tailored to your specific needs. Task templates are created in the Action and Automation framework, which is currently restricted to Ethixbase360 staff. Please contact the Support team at Ethixbase360 if you would like to use the new task management system.

Training - single learner

Training for your third parties is now available on the EB360 platform. You can order training in the same way as you would order any other service in EB360 - either from the Manage Third Parties list or directly from an individual third party record. Your platform can also be set up so that training is ordered automatically when certain conditions are met. For example, if a third party answers a DDQ in a particular way, this could automatically trigger a training course to be assigned to the main contact at the third party.

Automated ordering of training is configured using the Action and Automation framework.This functionality is currently restricted to Ethixbase360 staff. If this is something you are interested in, please contact the Support team at Ethixbase360.

Single learner and multi-learner training

Note that in the 4.0 release, courses are assigned to a single learner (the primary contact at the third party). Multi-learner training will follow in a future release.

Course content

You can add your own custom courses to the EB360 platform or use our library of 16 multi-lingual courses, which provide comprehensive coverage of human rights, anti-bribery, conflicts of interest, and many other due diligence topics.

Viewing assigned training

You can view any training assigned to an individual third party from the third party's profile, in the new 'Training' tab. You can also create custom user views to see all training assigned to your third parties. For example:

Upgraded third party onboarding

The third party onboarding page has been upgraded for a cleaner, more user-friendly experience. Clear messaging is provided within the interface, to help you understand what is required and what is available to you at each stage. For example:

Freemium corporate data verification

Freemium verification leverages a subset of our Premium Corporate Data product, allowing you to verify third party data against a premium data set without spending platform credits. With Freemium verification, you can verify data for both new and existing third parties, including third parties that have previously had due diligence screening run against them.

Freemium verification uses superior search algorithms and world-leading databases that track more than 550 million businesses globally. The verification search results include contextual information to help you decide whether a match has been found for your third party, e.g.

Operating status - i.e. 'Active' or 'Out of Business'.
Corporate position - where the company sits in the corporate hierarchy, i.e. Headquarters or Branch.
Match confidence - a numeric score to help identify the most likely match based on the data provided.

For example:

When third party details have been verified using Freemium verification, you also have the option to order the following services for that third party: Premium Corporate Data, Ultimate Beneficial Ownership (UBO) and Screening and monitoring of UBOs.