Task assignment

We have added the ability to assign tasks to individual users or teams in your organization, similar to our existing assessment-level assignment feature. This allows you to split tasks for an assessment between relevant teams and individuals, assigning specific tasks to specialists, and managing outstanding work on assessments in parallel.

Task views

Our new task views provide a new method for prioritizing work. They give an alternative view of your workstream to the current assessment-level views on the Entity management page. Task views help you find tasks assigned to you or your team, focus on urgent tasks such as unresolved sanctions matches, and discover outstanding work on associate entities without having to navigate through layers of ownership.

Prerequisites

Task views are available to production institutions in our EU and US environments. Non-production institutions, such as test institutions, will be updated in the coming weeks.

More information

You can read more about task assignment and task views on our help site:

• https://help.maxsight.com/en/task-views
• https://help.maxsight.com/en/assign-tasks-to-users-and-teams

The organization chart feature has been removed from Maxsight. You can view an associate's path to company ownership using Moody's Orbis data through the Assess company ownership task.

If you have any questions, please contact our Client Service team.

You can now leverage a new Maxsight company profile check to assess payment risk for buyers. This new due diligence task helps to identify companies that may be currently or soon facing payment difficulty. The Assess payment risk check provides buyer payment experience data and analytics from Moody’s Analytics Pulse so that you can determine payment risk for a desired business entity.

How it works

• Once you have configured the check, the Assess payment risk check is accessible on the profile page for an entity.
• When the Assess payment risk check runs, Maxsight generates a pass or fail outcome for the check.
• The overall results of the check include scoring for payment and delinquency risks, as well as data on risk history, buying behavior, and payment aging.

The Assess payment risk check outcome with details on scoring and data completeness.

Charts detail the company's historic payment risk score and days beyond terms.

 Using the new Assess payment risk integration

This solution is available to all Maxsight customers as an optional add-on with Moody’s Pulse. If you’d like us to set this up for you, contact your Relationship Manager.

Learn more

Explore the Maxsight help documentation for more information on the Assess payment risk check.

We've updated the names of some of our key concepts so they're simpler and more intuitive to understand. 

What's changed

In most of Maxsight, you'll now see these names:

• Entity instead of Profile.
• Assessment instead of Product or Product application.
• Workflow instead of Application flow or Smart policy flow.
• External request instead of Customer request.

What hasn't changed

Our API and the platform URLs will stay the same, so your integrations and bookmarks will continue to work.

Reports and data export will be updated with the next phase of our project.

You can read more about our terminology updates on our help site.

You can now ensure that associate roles in the Identify officers and Identify authorized persons tasks no longer contribute to the company’s risk score.

Removing an associate's role from the company profile automatically cancels or rejects the product application for that role and severs the role’s relationship to the parent company, ensuring it isn't factored into the company’s risk score.

Associates with all roles removed from the company profile don’t appear in the Removed tab, but you can still access their profiles and applications by selecting the associate’s name in the company profile's audit report item that's generated when a role is removed.

How it works

• On the task’s verification list, select the bin icon next to the associate you want to remove. A dropdown appears where you can choose to remove the associate’s role from the company profile.
• You can provide an optional reason for the removal of the role which is then visible in the audit trail. Select Remove to complete the removal of the associate role from the company profile.

Removing from the verification list vs. removing from the company profile

• Removing from the verification list indicates that the associate role no longer needs verification and approval, moving the role’s product application to canceled or rejected. However, the removed role still contributes to the company’s risk score.
• Removing from the company profile severs the associate role's relationship to the parent company, ensuring it isn't factored into the company's risk score. This also moves the role’s product application to canceled or rejected.

Important information

If you remove an associate role from the company’s profile in the Identify officers task, but that associate still holds a role in any other task, for example the Assess company ownership task, that role might still contribute to the company’s risk score if that’s how your risk policy is set up.

Read more about it in our help page.

We’ve made changes to our Orbis company search to help you quickly identify the correct legal entity when creating new company profiles.

What’s changed

• We’ve removed the requirement for country of incorporation to initiate a search.
• We’re now offering more information about companies in the search results list to help you find relevant companies. For example, the number of employees, location, and industry.
• You can now filter a list of results by location, legal status, organizational type (HQ, GUO), and industry to narrow down your search.
• You can now search by trade names and previous names.

How it works

• The new search experience is immediately available to customers who have configured Moody’s Orbis as their default search provider.
• Customers using country configurations to combine Orbis with another provider for search will not have access to the new search experience.
• The new search is not yet available for associate profile creation, we will be releasing this in due course.
• See the following topics for further information:
  • Add a company profile 
  • About company search auto-complete
    
    

If you have any questions, visit our help site or get in touch with our Client Service team.

You now have the option to automatically complete the Assess company ownership and Identify officers tasks when no associates are returned from the data provider and there are no associates present in the verification list.

The new option can be selected in addition to the verification list criteria for automatic task completion. This means you can configure tasks to automatically complete in either scenario: 1. When associates are returned and require verification; and 2. When no associates are returned from the data provider.

Automatic task completion when no associates are returned only happens when a company data check has passed. The task doesn’t complete automatically if the check returns a partial, fail, or error result.

How selecting this option impacts new task versions

• If the most recent passed check in a new task version doesn’t find an associate and there are no associates in the verification list, the new task version automatically completes.
• If the most recent passed check in a new task version finds an associate or if there are associates in the verification list, the new task version doesn’t automatically complete.

Additional information

Refer to our help site to learn more about automatic task completion. To set this up, contact your implementation specialist.

Maxsight customers can now benefit from the new Forced labor risk assessment check that helps detect forced labor risks within third-party networks.

The check measures the risk of severe forms of labor exploitation, including forced labor, modern slavery, and human trafficking. It also measures the degree to which an organization may have a severe lack of resilience and capability to respond to these exploitation risks.

How it works

The Forced labor risk assessment makes use of Moody’s forced labor risk database as its data provider. 

The data provider uses the company custom check template.

Users must send a survey to their suppliers to be filled out. Data from the survey is then used to generate scores. A Forced labor risk score is provided along with a score for each component. The components are Business, Industry, and Country. Each component score is broken down into different risk category scores, which can each be further broken down into metric scores.

Details of the survey, including when it was sent, viewed, or submitted are provided as well as the data completeness level of the survey. Data completeness refers to the level of information available from the supplier survey when the check last ran compared to the information that was requested.

Country and industry reference scores are also provided. They indicate an organization's baseline risk score for country and industry.

Recommendations linked to each metric are presented. These recommendations offer guidance on how to mitigate risk in that area. 

Thresholds for the Business, Industry, and Country component scores can be configured in the data provider settings, causing the check to pass or fail based on the returned results.

Out of scope/future improvements

Product risk alerts

Using the new Forced labor risk assessment integration

If you’d like us to set this up for you, contact your Relationship Manager or fill out this form.

Helpful links

You can read more about our methodology here.

Maxsight customers can now view the newly designed Overview page for company profiles. The new Overview page summarizes the data and risk insights commonly accessed by users on the Profile management tab.

How to access the page

When you are viewing a company’s profile page, a banner appears at the top alerting you to the new Overview page. Choose the Go to the new Overview page link or disregard the message and continue viewing the current profile data.

What is included on the new Overview page?

The snapshot provided by the Overview page contains widgets that summarize identifying data, application status, and key risk drivers for a single entity. This snapshot unifies available datasets into one view, so that the user can review entity data and risk information all from this page. 

We have prioritized the following data for this Overview page release:

• Profile information (including up to 9 custom fields)
• Application risk scores 
• Application tasks
• Ownership information
• Financials, when the Assess financials task is added
• Recent activity

On February 5, 2025 we moved to new URLs in support of Moody's Maxsight. To learn more about these changes, visit our website.

The following URLs have changed:

Login access

Note that you have been automatically redirected to the new URLs.

Data collection

Note that Collection URLs are redirected automatically.

API access

Note that there is no redirection for the API; both addresses will work for a period.

Support

Reach out to the Client Service team if your organization is experiencing any issues or you have any questions about this change. 

Note that your organization’s IT policy may have impacted your ability to access the new domains.