Archer Risk Management Release Notes

January 8, 2026 Release

This release delivers an enhancement to Risk Management with a new end-to-end RCSA capability, expanded dashboards and reporting, automated risk snapshots, and workflow and usability improvements that streamline assessments, reviews, and ongoing monitoring.

What's New?

Risk Management Workspace

  • Added a link to the Issues Management Dashboard

  • Added RCSA, RCSA Campaign, and Risk Snapshot to the Risk Workspace

Risk Management Dashboard

  • Created new reports that add visual insights on risk reporting

  • Added a heat map showing residual impact and likelihood

  • Added a Risk Themes report that shows top rated risks by enterprise risk

  • Added Ongoing RCSAs as a featured metric

  • Moved the Risk Roll-up report to the quick links

  • Added the Create RCSA option to the quick links

RCSA

  • Created a new RCSA application

  • Added the option to run RCSAs as either process-driven or business-unit-driven

  • Created a data feed to pull in risks and controls from a chosen process

  • Created a data feed to pull in risks and controls from the chosen business unit

  • Created a report object to show the risk and control matrix (RCM)

  • Createda workflow that enables users to launch the RCSA, assess their risks and controls, and have an analyst review and approve the RCSA

Risk

  • Added the new field DFM:TakeSnapshot to trigger a data feed to take a snapshot

  • Updated Advanced Workflow to set DFM:TakeSnapshot to Yes after a review has been approved

  • Added a cross reference to Risk Snapshots in the Risk Monitoring tab

  • The Risk Owner now defaults to the record creator

  • The Risk Reviewer is set to have inline and bulk editing enabled by default

Risk Snapshot

  • Created new Risk Snapshot application to track any historical changes to risks

  • Created the data feed DF.RM.03.01 Take Risk Snapshot that takes a snapshot of the risk once it has been assessed

  • Created the data feed DF.RM.03.02 Post-RCSA Risk Snapshot that takes a snapshot all of the risks included in an approved RCSA

RCSA Campaign

  • Created the new RCSA Campaign application

  • Added the option to run RCSAs as either process-driven or business-unit-driven

  • Created a data feed to create an RCSA from chosen business units

  • Created a data feed to create an RCSA from chosen processes

Metric Results

  • Changed the submission workflow to simply metric value inputting

  • Updated DDEs to showcase instructions and workflow indicator properly

September 2025 Release

First official release of the consolidated version of risk management.

In this release, Risk Management has been rebuilt around guided workflows and simplified processes that reduce user friction while improving data quality. The Risk application itself now includes a streamlined form and an end-to-end workflow to help users consistently identify, assess, and review risks. The Metrics capability has been modernized by removing the reliance on the metrics library and instead enhancing the data feed process for collecting and requesting metric results directly, making ongoing KRI/KPI tracking far more efficient. Loss Event management has also been overhauled with a new workflow that clarifies intake and review steps, alongside a dedicated Loss Event dashboard that provides visibility into trends, root causes, and impacts. Together, these enhancements enable faster adoption, cleaner reporting, and a more intuitive user experience for risk teams.

What's New?

Risk Hierarchy

  • Created new roles aligned with new design principles

  • Streamlined layout

    • Added several new calculations and removed unused or deprecated fields

    • Added in-app instructions

  • Created new reporting on the risk hierarchy

  • Fixed and updated several calculated fields

  • Updated inherited and default record permissions to reflect new groups and cross references

  • Updated history log to include relevant fields and set retention period to 90 days

  • Update fields to be inline edit

  • Updated cross references grids to show appropriate values

Risks

  • Created new roles aligned with new design principles

  • Streamlined layout and workflow

    • Added and removed several fields based on user feedback

    • Moved key stakeholder (risk owner, reviewer) to general information

    • Removed toggle between qual and semi-quant

    • Removed semi-quant fields

    • Combined qual/semi-quant/quant hierarchies

    • Combined several tabs into an “Assessment Tab”

    • Removed qualitative RCSA History tab

    • Streamlined response fields, added show hide rules based on response chosen

    • Added a process to rate overall response effectiveness

    • Reordered assessment to be filled in top to bottom

    • Added workflow to the risk application, including a review, and reassessment flow

    • Added workflow tracker

      Added pre-crafted notifications to workflow at the proper times

    • Added in-app instructions for each stage

  • Created new reports and dashboards

  • Fixed and updated several calculated fields

  • Updated inherited and default record permissions to reflect new groups and cross references

  • Updated history log to include relevant fields and set retention period to 90 days

  • Update fields to be inline edit

  • Updated cross references grids to show appropriate values

Loss Events

  • Created new roles aligned with new design principles

  • Streamlined layout and layout

    • Added and removed several fields and sections based on user feedback

    • Created a “new form” view for users across the organization inputting loss events that tracks the basic details and doesn’t overwhelm the user

    • Removed the loss event impact relationship, replaced with the ability to set both a monetary loss, and a qualitative loss on each loss event

    • Streamlined root cause analysis

    • Removed additional risk assessments that aren’t used in this process

    • Removed in-workflow CFO and CEO reporting automations, added loss event reporting that can be exported and sent to leadership, rather than having them log into Archer

    • Added workflow tracker to track your progress

    • Added pre-crafted notifications to workflow at the proper times

    • Added in-app instructions for each stage

  • Created new reports and dashboards

  • Fixed and updated several calculated fields

  • Updated inherited and default record permissions to reflect new groups and cross references

  • Updated history log to include relevant fields and set retention period to 90 days

  • Update fields to be inline edit

  • Updated cross references grids to show appropriate values

Metrics

  • Created new roles aligned with new design principles

  • Streamlined layout and workflow

    • Added and removed several fields and sections based on user feedback

    • Removed unneeded fields for deprecated methods of tracking metrics, like banding

    • Added workflow tracker to track progress

    • Created a “new form” view for users creating metrics

    • Removed unneeded fields for deprecated methods of tracking metrics, like banding

    • Added “How to collect” fields for users

    • New field determining if Archer will request the user or if it will be driven manually or via API

    • Added pre-crafted notifications to workflow at the proper times

    • Added in-app instructions for each stage

  • Created new reports and dashboards

  • Fixed and updated several calculated fields

  • Updated inherited and default record permissions to reflect new groups and cross references

  • Updated history log to include relevant fields and set retention period to 90 days

  • Built new data feed that automatically creates metrics based on the frequency set

  • Update fields to be inline edit

  • Updated cross references grids to show appropriate values

Metric Results

  • Created new roles aligned with new design principles

  • Streamlined layout and workflow

    • Added and removed several fields and sections based on user feedback

    • Included new “Metric Date” field to track the period of the data being collected

    • Removed unneeded fields for deprecated methods of tracking metrics, like banding

    • Added workflow tracker to track progress

    • Added pre-crafted notifications to workflow at the proper times

    • Added in-app instructions for each stage

  • Created new reports and dashboards

  • Fixed and updated several calculated fields

  • Updated inherited and default record permissions to reflect new groups and cross references

  • Updated history log to include relevant fields and set retention period to 90 days

  • Update fields to be inline edit

  • Updated cross references grids to show appropriate values