Insight (Obligation & Task Management)

Credit

• Insight for Credit

Insight Account Management

• [New] User Management in Insight
• Unified permissions in Insight
• Legacy user permissions in Insight
• Manage task digest emails

Funds

• Create a Fund and add Investing Parties
• Upload Fund documents
• Download Fund Documents and data

Tasks

• Task Workflow Enhancements in 2026
• Tasks dashboard overview
• Create Tasks
• Assign Owners to Tasks and Subtasks
• Manage and complete Tasks and Subtasks
• Task Activity Log

Obligations

• Obligations dashboard overview
• Create Obligations
• Category management
• SmartLine™
• SmartGroups

Search

• AI Search

Digital MFN

• Customize Digital MFN invitation and form approved emails
• Bring your own DocuSign for Digital MFN
• Use your own custom sending domain for Digital MFN emails
• Digital MFN form creation
• Digital MFN elections | GPs
• Digital MFN Elections | LPs

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