Release Notes: Exception Email Templates
Release Date: October 2025
Product: Triumph NextGen Audit
Audience: Audit Brokers and Factors
Overview
Triumph NextGen Audit now allows users to create, save, and reuse custom email templates for exception messaging. This enhancement streamlines communication with carriers and improves consistency and efficiency in handling invoice exceptions.
Background
Exception messaging has traditionally required manual drafting of emails for each case, leading to repetitive work and inconsistent communication. With the new templating feature, users can quickly select pre-written messages tailored to common exception scenarios, saving time and reducing errors.
Key Features
Template Creation: Admin users can create templates by navigating to Exceptions in the Settings page. Each template includes:
- Name – Internal reference for the template
- Subject Line – What the recipient sees
- Message Body – The content of the email
Template Usage: When drafting a new exception message, users can select from a dropdown list of saved templates.
Template Management: Templates can be edited or deleted using the pencil or trashcan icons in the settings interface.
UI Change: The exception message field now appears as a dropdown, automatically selecting the default template.
User Experience
Audit Users:
- Save time by reusing standard messages and ensure consistent communication.
Admin Users:
- Manage templates and control access based on user permissions.
Getting Started
This feature is turned on by default for all accounts. You must have Admin user privileges to create and manage custom emails.
To begin using Exception Email Templates:
- Go to Settings > Exceptions in your Audit interface
- Click Add to create a new template
- Fill in the Name, Subject Line, and Message Body
- Save the template
- When messaging an exception, select your template from the dropdown
If you are a customer of the legacy Audit product, please reach out to your Customer Success Manager to get a demo of NextGen Audit.
Additional Notes
Only users with admin privileges can create and manage templates.
If a user prefers not to engage with the feature, they can continue working as usual. The dropdown will still appear, but the default template will be automatically selected.
Release Notes: Automated Handling of Customer Rules
Release Date: October 2025
Product: Triumph NextGen Audit
Audience: All Audit Customers
Overview
Triumph NextGen Audit is introducing automated handling of customer rules—also known as plain-text customer rules. This enhancement uses a large language model to intelligently interpret and process these rules, reducing manual invoice exceptions and streamlining your audit workflow.
Background
Plain-text customer rules have been a leading cause of invoice exceptions in Broker Audit. These rules, often imported from TMS systems, required manual review on every invoice and were not always actionable or current. To address this, we’ve developed a machine learning-powered solution that automatically interprets and applies these rules, resolving exceptions without manual intervention wherever possible.
Examples of common Customer Rules we automate:
- "If Delivering to Costco or Walmart, confirm sticker/stamp is on POD"
- "PLS LOAD # MUST MATCH BOL #"
If you are a NextGen Audit customer, reach out to your Customer Success Manager to get started automating more customer rules.
Key Features
- Automated Rule Processing: A new intelligent large language model evaluates plain-text customer rules against invoices using a curated function library and knowledge base.
- Expanded Function Library: Covers common rule scenarios such as BOL references, POD signatures, overage/shortage/damage checks, invoice date validations.
- Knowledge Base Integration: Ensures accurate rule matching with a caching layer for performance and cost efficiency.
- UI Enhancements & Transparency: AI star icon indicates intelligent rule checks, hover-over tooltips explain what was checked, green checkmarks and red Xs show rule fulfillment status, manual override options remain available.
- Reporting Improvements: Audit logs show which exceptions were handled automatically, and a new prioritization report highlights high-frequency rules not yet automated.
- Rollout Controls: Feature is gated behind account settings for controlled deployment and easy troubleshooting.
User Experience
NextGen Audit Users:
- Will see fewer exceptions and clearer visual indicators when rules are automatically processed.
Admin Users:
- Gain visibility into automation performance and can track which exceptions were resolved automatically.
Visual Updates
What’s changed?
- AI star icon identifies which requirements are being intelligently checked
- Hovering over the exception shows a more detailed exception of what was checked
- Green checkmark signifies which rule(s) that the document fulfilled
- Red “x” signifies which rule(s) that the document did not fulfill
- Like other exceptions, a user has the option to manually re-enable or ignore an exception.
This is a high-fidelity mockup for demonstration purposes only.
Getting Started
- Reach Out to Your Customer Success Manager: This feature will be rolled out with the assistance of Triumph’s engineering team.
- Review Your Customer Rules: Work with your CSM to identify which rules are eligible for automation and prioritize high-frequency exceptions.
- Monitor Reporting Tools: Use updated reports to track automation coverage and identify remaining manual exceptions.
Additional Notes
At launch, the engine is expected to handle up to 30% of plain-text rule exceptions. Manual review remains supported for rules not yet automated.
This release is expected to reduce exception-related operational costs, improve client satisfaction, and support retention of high-value broker accounts.