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20 changes: 19 additions & 1 deletion docs/platform-areas/findings.md
Original file line number Diff line number Diff line change
Expand Up @@ -36,6 +36,23 @@ platform. It is the main place to move from summary signals into detailed eviden
- Review Compliance Findings by provider, detection scope, user, category, and subcategory.
- Open related Quilly coaching conversations from finding cards where a **Quilly** badge is shown.
See [Quilly](./quilly.md) for details on reviewing engagement history.
- Review masked evidence snippets for data-risk findings and reveal them with the **Mask/Unmask**
toggle when permitted.

## Masked Evidence Snippets

Data-risk evidence — including copy/paste content and snippets from uploaded or downloaded files —
is masked by default when reviewed from a finding. Each masked value is shown as a labeled pill (for
example, a sensitive-data category name) instead of the underlying value, whether you are viewing a
single snippet or the **All Snippets** view.

Admins with AI Usage Conversation read access can use the **Mask/Unmask** toggle on a snippet view to
reveal the original values:

- Unmasking applies to every snippet shown in that view in one action, rather than one request per
snippet.
- Each unmask action is recorded against the finding under review, so audit history reflects one
entry per action instead of one entry per snippet.

## Finding Insights Time Ranges

Expand Down Expand Up @@ -88,4 +105,5 @@ to inspect the source and content evidence.

Findings require access to the Findings resource. Endpoint-specific tabs are shown only when the
endpoint agent capability is enabled for the tenant. Compliance findings depend on configured
compliance integrations and the related Compliance permissions.
compliance integrations and the related Compliance permissions. Revealing unmasked values in
data-risk evidence snippets requires AI Usage Conversation read access.
4 changes: 3 additions & 1 deletion docs/platform-areas/quilly.md
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Expand Up @@ -75,6 +75,8 @@ finding and user.

## Access Requirements

The **Super Admin** role is required to view Quilly engagements in the platform.
The **Admin**, **Platform Admin**, or **Super Admin** role is required to view Quilly engagements
in the platform, including the Quilly badge on finding cards, the Quilly Engagements drawer, and
the Quilly Engagement tab in User Lens.

End-user coaching delivery requires configured **Slack** and/or **Microsoft Teams** integrations.
25 changes: 25 additions & 0 deletions docs/release-notes/index.md
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Expand Up @@ -8,6 +8,31 @@ hide_copy_dropdown: true

# Release Notes

## July 23, 2026

### New

- [Findings](/platform-areas/findings): Data-risk evidence snippets — copy/paste content and
snippets from uploaded or downloaded files — are now masked by default when reviewed from a
finding, with sensitive values shown as labeled pills. Admins with AI Usage Conversation read
access can use a **Mask/Unmask** toggle to reveal original values in the snippet view and in the
**All Snippets** view.

### Improved

- [Findings](/platform-areas/findings): Unmasking multiple evidence snippets in one view now sends
a single batched request instead of one request per snippet, and each unmask action is recorded
against the finding under review so audit history stays consolidated rather than fragmented
across snippets.
- [Quilly](/platform-areas/quilly): Access to Quilly engagements — the Quilly badge on finding
cards, the Quilly Engagements drawer, and the Quilly Engagement tab in User Lens — is now
available to the **Admin** and **Platform Admin** roles in addition to **Super Admin**.
Previously this required the Super Admin role.
- [Users, Applications, and Accounts](/platform-areas/users-accounts-applications): The
**Pending bulk actions** indicator on the Applications table no longer briefly shows a
"Checking bulk actions..." loader on initial page load or during background polling. The loader
now only appears while actively waiting on a bulk action the admin just started watching.

## July 16, 2026

### New
Expand Down