In October, we delivered updates that bring greater control and reliability to task management and structure chart reporting, along with new connectivity enhancements that expand integration options and keep governance teams in sync.

Alert Engine Update

We’ve upgraded Athennian’s alert engine for improved reliability, flexibility and on-time delivery. You’ll notice a refreshed reminder design, more precise delivery windows, and new scheduling options:

• Weekly: Choose specific days (e.g., Mon, Wed, Fri)
• Monthly: Option to send on the last day of the month
• Frequency clarity: “Daily” and “weekly” alerts now display as “custom repeat: 1 day” or “custom repeat: 7 days”

Reminders and notifications run seamlessly, ensuring teams stay organized and on track with filing, reporting and approval deadlines.

Structure Charts Enhancements

‍Locked positions and layouts:

Keep your structure charts presentation-ready with locked node positions that maintain fixed layouts as you expand or collapse related entities. Legal, tax and fund management teams gain greater visual control and stability, saving time on reformatting, preserving the integrity of finalized charts and reducing dependence on extra tools.

‍Joint Holders:

Joint holders are now clearly identified in Structure Charts with an interconnected link icon. This provides clearer visibility when multiple individuals or entities share ownership of a single certificate, highlighting co-ownership and spousal ownership so charts accurately capture the nuances of shared ownership.

API Updates

Read and Write API: Debt

‍The Debt API provides both read and write access within Athennian’s Debt section. It supports retrieving loan details, borrower and lender data, and intercompany loan transactions, as well as creating new loans between existing entities.

‍Read API: Access

Read user access details including user permissions, user groups, access groups and exclusion groups. This provides greater support for IT systems and compliance management and furthermore enables teams to replicate Athennian user access setups in other systems.

‍Webhook API: Tasks

Get real time task updates in Slack, Teams or project management systems to keep legal, compliance and operations teams in sync. Receive alerts for changes to task statuses, due dates, assignees and more to keep governance ops moving and on track for every compliance, filing or reporting deadline.

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