Bulk field updates that replace one-at-a-time editing

To cut down repeated manual editing, bulk actions expand from starting assessments and generating risk profiles to updating fields across many records at once. Today you can act on a selection in a few ways, but any actual edit still happens one record at a time.

Key Enhancements

• bulk field updates: available on third parties, contracts, ecosystem assessments and controls. Select the records, choose Update fields, and set the new values once.

• stepped flow: confirm the records you picked, choose which fields to change, then enter the values. Add or remove records inside the flow, so a mis-click on the overview doesn't send you back to the start.

• sensible field list: only fields that make sense across several records are offered. Names, addresses, contact details and financial values stay per record. Custom fields are included.

• checked before writing: values are validated before anything is saved, so a mistake changes nothing.

• runs in the background: work happens in batches so you can carry on, and you're told in the platform and by email when it finishes.

• failures you can retry: if some records fail, you're told how many, and can reopen the flow with just those.

• full audit trail: every record changed is written to the audit log exactly as a single edit would be.

• LEI lookup for DORA: find and fill LEI numbers for DORA third parties, matched by name and filled only where the registered name matches.

• more bulk actions: archive internal control assessments, cancel or archive external form submissions, create a default contract for third parties without one, and invite users from a spreadsheet instead of one at a time.

Permission to update is checked for each record, not once for the whole selection.

This removes hours of repeated editing for teams managing large portfolios, and makes routine changes safe to apply at scale.