The effective date for previously announced changes to group firm login functionality has been extended to October 27, 2026, to give clients time to prepare. If you have further questions, please contact your Moody's representative.

Bulk contact upload now available

This release introduces a self-service bulk contact upload capability in Grid Review that allows administrators to add multiple contacts to firms through a single upload process, instead of creating users one at a time.

How it works

Once this feature is turned on for your firm, firm administrators will see a new option to upload contacts in bulk. 

Here is what the process looks like:

• Download a template spreadsheet and fill in the details for each new user you want to add. Each upload can include up to 200 new contacts at a time. 
• Once your file is ready, upload it to Grid Review. 
• The system validates your file and shows a preview of the contacts ready to be added.
• If any rows in your file fail validation, for example, missing information or a duplicate user, those rows are flagged. Valid user rows can still be added.
• Once you add your new contacts, you will receive a summary confirming the successfully created accounts.
• New users automatically receive an email so they can activate their account and get started right away. 

Please note:

• If your organization uses single sign-on, new users will access the system through your existing sign-on process instead of receiving an activation email.
• If your firm is part of a group firm, the group firm's administrator can use bulk upload to create users in any firm in the group. If you administer a firm within a group, reach out to your group firm's administrator for new user creation. 

Getting started

This feature is being rolled out to organizations individually. If you would like this capability enabled for your account, please reach out to your Moody's representative, who can help you get set up. For instructions on using this feature, see the online help guide for Grid user administration.

Clearer guidance for Inquiry Full History searches

This release introduces Inquiry Full History search validation safeguards to prevent excessively broad searches that can result in long-running queries and eventual failures. Searches submitted with a date range and only an asterisk in the Name, Tracking ID, or Reporting ID field could trigger the system to fail with a generic error message. This enhancement validates searches before execution and provides you with immediate guidance when search criteria are too broad. 

Wildcard searches are still supported; the wildcard character (*) can continue to be used in combination with other search text, for example, smith* or *corp. What is no longer permitted is submitting a standalone wildcard (*) in the Name, Tracking ID, or Reporting ID search fields. Wildcards must now be paired with additional characters to narrow the search.

This update means less waiting and clearer direction, so you can get to the information you need with fewer steps.

A clearer sign-in experience for single sign-on users

We've improved the sign-in experience for SSO users whose authentication cannot be completed successfully. Previously, you may have been redirected to the standard username-and-password login page when your SSO identity could not be resolved after authenticating. The updated experience ensures that authentication failures redirect to an existing SSO-aware page that provides context-specific guidance based on whether the issue can be resolved through another authentication attempt.

If you have any questions, please reach out to your Moody's representative.

Reset column widths in one click

This release adds a Reset Columns button to Grid Review tables that support user-resizable columns. Once you change the width of one or more columns, the Reset Columns button becomes available above the table. Selecting the button immediately restores all columns in that table to their default widths.

Effective October 13, 2026

If your organization manages multiple firms under a single account structure, or firm group, this update may affect how some of your users sign in.

Who this applies to 

This applies to users who have a group firm username but have also been signing in separately with an individual username tied to one specific firm within their group. If your only way to sign in is an individual username and you do not have a group firm username at all, this does not apply to you, and nothing changes.

What's changing 

Starting October 13, 2026, individual logins attached to group logins will no longer work. This does not change what you have access to, only how you log in.

What you need to do

• If you already sign in with your group firm username, no action is needed.
• If you sign in with a separate, individual username today, switch to using your group firm username on or before October 13th.
• If you're not sure which username applies to you, contact your firm administrator, who can confirm it.
• If you need to reset your password, use the Forgot Password? link on the sign-in page and follow the steps provided; this link lets you reset it yourself. Password resets are no longer handled by an administrator on your behalf.

If you have any questions, please reach out to your Moody's representative.

Please note that the original effective date for this change has been updated from September 29th to October 13th to allow client preparation time.

Resize table columns to fit your data

You can now set your own column widths in tables that shorten long values. Previously, a value too wide for its column was shortened and readable only by hovering over the cell.

• Drag a column border to make that column wider or narrower. Columns you have not touched keep their current widths, and if the table becomes wider than the space available, a horizontal scrollbar appears.
• Any value or column heading that still does not fit is shortened with an ellipsis and shows in full on hover. Widen the column enough and the value displays in full with no tooltip.
• The widths you set are remembered the next time you sign in from the same browser. They do not carry over to a different browser or device, to a private/incognito window, or if you clear your browser data.

This applies to tables that display a name, username, Tracking ID, or Reporting ID and shorten long values today. Tables on the Alert Decisioning dashboard are not included.

Ignore parenthesized text in person names

Your firm can now opt in to having parenthesized text removed from person names before matching, so that screening focuses on the main part of the name. This is useful where the text in parentheses is redundant with the name or holds non-name detail, such as a nickname, suffix, title, status, jurisdiction, or a reference or account number.

How the option works

• With the option on, only the name outside the parentheses is searched.
• With it off, which is the default, both forms are searched: the name with the parenthesized text removed, and the name with those words included as ordinary name parts. Because both forms are now searched, you may see some additional matches for names containing parentheses even without enabling the option. Nothing that matched before is lost.
• If a name consists only of parenthesized text, the parentheses are removed and the text inside is still used for matching.

The option applies to person names only. Organization name handling is unchanged, and bracket handling is unaffected. It applies to both initial screening and Portfolio Monitoring, and takes effect on screening runs after it is turned on. Inquiries screened before that are not reprocessed.

How to enable it

Reach out to your Moody's representative to have the option turned on for your firm. Review your own data first: the option suits data where the parenthesized text repeats or supplements the name, such as a nickname, suffix, title, status, jurisdiction, or a reference or account number. Test first if parenthesized text usually carry the main part of the name, such as a maiden or alternate surname, or a given name spelled out after an initial.

Unknown inquiries containing parentheses

An inquiry submitted with the inquiry type Unknown whose name contains parenthesized text is now assessed both with and without that text. If the two readings agree on whether the name is a person or an organization, the usual screening for that type applies. If they disagree, the inquiry is screened as both, which is a broader search that reduces the chance of a missed match.

This applies if either the person or the organization option to ignore parenthesized text is off. If your firm has both the person and organization options to ignore parenthesized text enabled, the text is removed before the name is assessed. No action is required.

CVIP Viewer

You can now view your firm's CVIP profile directly within the Grid UI. This gives you a simple way to confirm your current profile configuration at any time, without needing to reach out to your Moody's contact and wait for a response.

Once this access is enabled for your account, you will be able to open your CVIP profile from within the Grid UI and download it as a PDF for your own records or to share internally. This is a read-only view intended to give you visibility into your existing configuration; making changes to your profile still requires working with your Moody's contact, as it does today.

If you would like to request access to this view for yourself or a colleague, please reach out to your Moody's representative.

GRID ID Number Screening and Portfolio Monitoring

GRID screening now supports Identification (ID) Number Screening in addition to traditional name based screening. You can submit inquiries that include ID numbers through the API to screen against the GRID entity identification index, and monitor those ID numbers over time so you're alerted automatically when new or updated matches appear.

 What this means for you

You can now submit up to three ID numbers per inquiry, along with an optional ID type for each, through the API or RIB integration. Direct entry of ID numbers in the Grid UI is planned for a future phase, so for now submission is available through these integration channels only.

Inquiries can be screened by name, by ID number, or by both at once, and when both are used, your alerts bring together the name and ID match results for each entity in one place.

Once an ID number is submitted, it is automatically monitored going forward. You'll receive alerts whenever new or updated GRID records match it, without needing to resubmit.

You also have control over how screening and monitoring work for each inquiry, so you can decide whether to screen and monitor by name, by ID, or both, or simply use your firm's default settings.

Matched ID details are visible everywhere you already work, including your API responses, XML and PDF reports, and your review interfaces.

Because this feature is opt in, your existing name based screening will continue to work exactly as it does today unless you choose to enable ID Screening.

 Getting started

ID Screening and Portfolio Monitoring is available now as an opt in feature through the API and RIB. If you'd like to enable it for your firm, or need updated API schemas to support ID submission, reach out to your Moody's representative.

Expanded variant coverage for Leonel

We have improved our person-name matching to recognize Leo as a variant of Leonel. Recognition of this additional name variant will improve overall match quality and help reduce missed matches (false negatives) when either form of the given name is used. No action is required to benefit from this improvement.

We've refreshed the Grid web interface to be faster and easier to use, with a number of improvements across search, account access, and review workflows. You'll notice a cleaner layout and quicker ways to search, filter, and reset your view, along with several accuracy fixes across the platform to keep results consistent. Account access and recovery are now more secure and self-service as well.

None of this changes your underlying data, saved searches, or results; your searches, portfolios, and audit history all carry over exactly as they were. A handful of items noted below depend on firm and/or user-level permissions, including some Alert Decisioning changes limited to firms with iCAD enabled. Here's what's changed.

Getting around

We've streamlined navigation across the Grid web interface. The Home button has been removed and the Grid logo now takes you to your first tab, just as before. Switch Firm, Change Password, and Log Out are now combined into a single account menu, in the top right. Help is now represented by a ? icon that opens the Maxsight help center, which contains Grid documentation, in a new tab.

Date and time display

Times now appear in 24-hour format, shown in your browser's local timezone. Date formats now default based on your environment: day/month/year (D/M/YYYY) for EU and India environments, month/day/year (M/D/YYYY) for US — unless you've set a personal preference, which always takes priority.

A more secure, self-service sign-in experience

• A show/hide toggle has been added to the password field on the login page.
• If a sign-in attempt fails, you'll see a warning showing how many attempts remain, along with a prompt toward Forgot Password starting on your third attempt. After five failed attempts, you're taken directly to Forgot Password to reset and unlock your account.
• Requesting a password reset now sends a secure, single-use link valid for 15 minutes, rather than a temporary password. Forgot Password asks for your username and email together, and always shows the same neutral message regardless of whether they match a record on file.
• New users receive a secure activation link (valid for 12 hours) instead of an emailed username and temporary password, and land on a dedicated activation page to set their password. If that link expires, simply use the link to navigate to the login page and click Forgot Password to create a password.
• Show/hide toggles have been added to the password fields on both the reset and activation pages.

Faster search and filtering

• Search boxes have been added to dropdown menus throughout the application, including event filters, user-assignment fields, and the country field on the New Search Form.
• A Clear Form button on ID Lookup and the Search pages clears your inputs and results in one click.
• A Reset button on filter-heavy pages restores your default filters rather than blanking them out.
• A copy icon next to key identifier fields lets you copy a value without selecting the text manually.
• A page-size selector (20 / 50 / 100 per page) is now available on results pages and the main Search tab.
• Your last-entered country is remembered for the session, so new address blocks pre-fills the country field automatically in the New Search Form.
• Date of Birth, Year of Birth, and Age fields on the New Search Form are now mutually exclusive; entering a value in one clears the others.
• Spreadsheet upload templates now reflect your date format preference, and uploads are checked against that format.
• Exact Name Match (formerly Exact Match) now returns only results with a name-match score of 100, so you see true exact matches right away.
• The multi-column Sort by dropdowns in Search no longer allow the same column to be selected twice; clear a selection with the "x" button. 
• Sortable columns across results tables now show a sort icon.

Review and Client Alert Decisioning

For firms with iCAD enabled:

• A Review Count column has been added to Status by Batch, reflecting the number of inquiry reviews in a batch. 
• The Batch Type column has been renamed Type.
• Inquiry Notes are accessible via a Show/Hide toggle.
• Aliases and addresses use Show more/Show less to keep long lists compact.
• New tooltips on the dashboard and Assigned Reviews explain review-count definitions, how "Unassigned" works, and how to search the Inquiry Name column, including wildcard usage.
• You can now sort inquiry review pages by Entity ID, Risk Priority, and Risk Score, and sortable columns show a sort icon.

Portfolio management

Portfolio search results now use inquiry ID as a secondary sort, so entities with matching names appear in a consistent order every time.

Admin

The Total Reader License line has been removed from Contact Search, along with the Reader License and Request Reader License checkboxes. Send Reset Email now sends only to the email address on file for the contact.

Audit

The Audit tab now loads your firm's filter profile audit history for the past 3 years automatically. No need to click Search first. CVIP audits still require a CVIP selection and Search.

No action is required for any of the above. If you have questions, contact clientservices@moodys.com.

Readers License access is now enabled across firms 
We've simplified access to full-text source articles under a Readers License. Every firm and user now has this access by default with no additional configuration required.

Previously, access depended on a mix of settings that could occasionally disagree with one another. Now that access is enabled for everyone automatically, that inconsistency is gone. 

User permission changes now take effect immediately

Previously, changes to account permissions did not interrupt a current Grid session; the system continued running under the old permissions until the session expired. Now, changes to your permissions will end your active session right away, and you'll be asked to log in again. New permissions take effect with the next login after a voluntary or involuntary logout. This applies to all clients, including those who log in via SSO.

Updated country name: Republic of North Macedonia

We have updated the country name shown throughout the platform from The Former Yugoslav Republic of Macedonia to its current official name, Republic of North Macedonia.

This change means that any entity, account, or search result associated with this country will now display the updated, internationally recognized name. You do not need to take any action. The update will appear automatically and will not affect any of your existing data or configurations.

Moody's is notifying clients that Batch ID values will soon exceed the range of a 32-bit integer.

What's changing

Batch ID values will grow beyond the range that fits in a standard 32-bit integer (values above 2,147,483,647). This affects every delivery channel where Batch ID is provided, including the API (SOAP and REST), SFTP response files (both XML and pipe-delimited formats), and reports. 

Based on current volumes, Batch ID values are expected to exceed the 32-bit limit in December 2026. Moody's expects to have all supporting changes deployed by end of August 2026; this deployment does not change the format or values you receive today. Values will grow naturally as volumes increase.

Who this affects

Any integration that stores or parses the Batch ID field using a 32-bit integer type (for example, int in Java/C#, or a database column defined as INT/INTEGER). This includes Batch ID appearing in API responses, SFTP response file headers, and SFTP pipe-delimited alert records (where Batch ID is part of nearly every row, not just the header). Once Batch ID values exceed the 32-bit limit, these integrations may encounter errors, truncated values, or data corruption.

What to do

Prior to October 31, 2026:

• Review how your integration stores and parses the Batch ID field across all channels you use (API, SFTP response files, reports).
• Confirm that storage (database columns, variables, message formats) uses a 64-bit integer type (e.g., BIGINT, long, Long, Int64) rather than a 32-bit type.
• If you consume SFTP pipe-delimited response files, confirm your parsing of the compound alert-record key (Batch ID plus Inquiry ID) also supports the larger value.
• If you generate code from Moody's Swagger definitions or from a service's live WSDL endpoint, confirm the generated types and your downstream storage use 64-bit integer or string types, or you can regenerate after Moody's deployment completes. 
• Test your parsing and storage with a synthetic Batch ID value greater than 2,147,483,647 (e.g., 3,000,000,000).

Timeline

• Act now. This change is safe to make immediately and does not depend on any Moody's deployment. Updating early removes the risk entirely.
• Complete and confirm your updates no later than October 31, 2026. Treat this as a backstop, not a target. It exists to leave buffer before the projected crossover, and waiting until Q4 risks colliding with your own year-end change-freeze windows.
• Based on current volumes, Batch ID values are projected to exceed the 32-bit limit in December 2026. This projection can move earlier if volumes grow; it is not a guaranteed date.
• No action is required if your integration already uses 64-bit types.

Questions? Contact your Moody's account representative or support team.