2026-09-09 Proof Release Notes DEPLOY-1337

Audience: Everyone
Release Notes

Shipping Date: September 9, 2026

Enhancements

Configurable Rules Engine Now Powers Defend Fraud Detection

Proof's Defend fraud detection capabilities now include a configurable rules engine that supports global and customer-specific risk policies, allowing risk controls to be adjusted at customer request as new fraud patterns emerge.

Audience: Business (including NST), Title, and Lender — Defend customers onlyRoles: Configurable by internal teams at customer requestGA

⚠️
On by default for Defend customers. Applies to future transactions only.

Portfolio-Level Fraud Risk Dashboard Now Available in Defend

The Defend portal now includes a portfolio-level performance dashboard for monitoring fraud risk across all transactions. The dashboard includes panels for risk signal trends, originator performance, notary performance, case review metrics, and a downloadable transaction-by-signer summary.

Audience: Business (including NST), Title, and Lender — Defend customers onlyRoles: Owners and Admins with the Fraud role enabledGA

⚠️
On by default for Defend customers. The dashboard reflects both historical and ongoing transaction data.

Sender Name and Email Address Removed from Emails Sent to CC'd Recipients

Sender name and email address have been removed from emails sent to CC'd recipients on transactions.

Audience: AllRoles: CC'd persons on transactionsGA

⚠️
Applies to future transactions only.

Transaction Dashboard Now Filterable by Organization for Enterprise Customers

Enterprise customers can now filter the transaction dashboard by Organization, making it easier to locate and manage transactions across large, multi-org portfolios.

Audience: Business portal and Command CenterRoles: Owners, Admins, and Team MembersGA

⚠️
The Organization filter appears automatically for all eligible users. Applies to all transactions.

Fixes

Identify Screenings via ATS Integrations Accept Phone Numbers in Any Standard Format

Identify screenings created through ATS integrations accept phone numbers in any standard format, including numbers with spaces, parentheses, or dashes.

Audience: Customers using ATS-connected Identify (e.g. Lever)Roles: Admins and Team MembersGA


ATS Integration Settings Page Displays Current Authorization Status

The ATS integration settings page displays the current authorization status of configured connections, including a prompt when reauthorization is required.

Audience: Customers with an ATS integration configured (e.g. Lever)Roles: AdminsGA


Updated

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