Your front office teams can now easily conduct a Maxsight assessment on an entity and review the risk outcomes directly from their Salesforce dashboard, using the new Moody's Maxsight for Salesforce. This enhancement allows other teams in your organization to gain insights into the compliance risk associated with an entity before they start working with them. You can download the Moody’s Maxsight managed package from the Salesforce AppExchange, and we’ve made it simple to establish a connection between Salesforce and Maxsight.

To get started

Reach out to your Customer Success or Relationship Manager to learn more about the Salesforce connector and how to add it to your contract.

You can find the app here: https://appexchange.salesforce.com/appxListingDetail?listingId=8451097c-6357-4cf4-8142-1022f969a14f 

As part of our commitment to enhancing security and improving user experience, we are transitioning all users to Moody’s enhanced Single Sign-On (SSO) v2 platform on Tuesday 30 September 2025.

Why is this change happening?

We are upgrading to Moody’s Identity Platform to:

•    Provide a consistent, secure login experience across all Moody’s SSO-integrated applications, giving you a single identity to access all Moody’s services

•    Improve password management and self-service options

•    Ensure compliance with Moody’s global cybesecurity standards

•    Activate multi-factor authentication (MFA) to strengthen account protection

SSO 

You’ll receive an activation email to set up your password in Moody’s SSO. After setting up your password, you can sign in to Maxsight using your email address instead of your previous username, which could have contained suffixes starting with +.

MFA

Moody’s is activating MFA for all its applications. Email is automatically set as the default MFA option. When you sign in, a code is sent to you via email. Enter the code on the Moody’s SSO sign-in page to complete the login. In addition to email, you can set up two other MFA methods: Microsoft Authenticator or Google Authenticator. You can configure your MFA method at account.moodys.com. 

New institution selection tool

Your email now serves as a single sign-in across all your institutions in Maxsight. On your first login, if your email is linked to multiple institutions, you’ll be prompted to choose one. If there’s only one institution, you're taken straight there. Future logins will automatically reconnect you to your last accessed institution, and you can switch institutions anytime from the header bar.

More information

For more information about the new login flow, see our help guide: Activate your Moody’s SSO account

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

Effective immediately, we have updated the Nature of Business classification returned from the Moody’s Analytics Orbis data provider from NACE Rev. 2.0 to the latest NACE Rev. 2.1 standard.

This change applies to both monitored and non-monitored variants.

What's changed

NACE Nature of Business codes will now follow the Rev. 2.1 format. For example: Publishing of books changes from 5811 to 58.11

Impact

If your configured policies reference NACE Rev. 2.0 codes from Orbis, we will reach out to support the transition to the updated Rev. 2.1 codes.

If you consume this data through the API, you need to update your business logic to account for the new codes.

If have any questions, get in touch with our Client Service team.

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.