As of the November 2026 release, rule mining reports can be exported to Excel. This lets you analyze the data further without the search limits of the report, and share the results with stakeholders who aren’t HelloID administrators.

The export is a ZIP file with at least one Excel file per target system. Each file has a Summary sheet and a Condition view sheet, which shows the persons who meet each condition, the entitlements they share in the target system, and any exceptions. If you filter or search the report first, only the matching rows are exported.

To export a report, go to > and click .

: A rule mining report can be exported up to 10 times in any 24-hour period.

As of the 2026.10 release, the Product Ownership API endpoints are no longer available. Integrations that still use these endpoints will stop working. Migrate to the Product Assignment API endpoints to ensure your integrations continue to work.

A new Task state filter is available on the Product request history, Recertification request history, and Delegated form activities pages. Use it to filter product requests and form submissions by the state of the related product actions or tasks, such as successful, pending or failed. This makes it easier to identify items that need attention.

Custom person and contract field names must now be unique in a case-insensitive manner. Previously, field names that differed only in capitalization were allowed. This could cause issues with PowerShell targets, which handle field names in a case-insensitive manner. This change prevents these issues.

Changing a condition in a business rule no longer automatically refreshes the preview of persons in scope. To update the preview, refresh it manually or run a search.

This change prepares for a higher limit on business rules.