Jones 2026 Product Roadmap Flashcards

A set of flashcards covering product strategy, milestones, and specific feature details from the Jones 2026 Product Roadmap.

The vision for 2026 is to transition from a best-in-class platform to an __________ that executes end-to-end compliance workflows.

Jones Operator

The __________ Dashboard enables historical tracking of compliance trends using recurring snapshots instead of just the current state.

Operator QuickSight

For compliance reporting, Jones defines the __________ as active records not in 'Awaiting COI' status divided by Total Active Records.

Collection Rate

To achieve SOC 2 certification readiness, Jones is enforcing __________ for all privileged internal roles including ICS, Auditor, and Operator.

two-factor authentication (2FA)

The __________ feature helps speed up review and improve snapshot accuracy by validating names for each individual policy rather than for the whole document.

Insured Name - Verification Per Policy

Support tickets in Front will be automatically classified into __________ (administrative) or __________ (compliance interpretation) using AI prompts.

Tier 1; Tier 2

The __________ feature in CMiC allows one global certificate in Jones to update all related subcontracts and commitments automatically.

Global Commitment Sync

A new bulk action in Q2 allows users to update __________ across multiple records in the Account Directory instead of one by one.

primary contacts

To reduce repetitive manual work, Jones will automatically __________ tickets classified as 'no action needed,' such as out-of-office replies.

archive

The __________ feature directs vendors and tenants who email asking for exceptions or overrides to the proper in-product workflow.

Forward Waiver Request Tickets To Record Hub

In Q2, Jones will expand beyond COIs to track related documents such as __________, W-9 forms, and Lien Waivers.

licenses / safety docs

The new __________ allow ICS users to configure reminder timing separately for vendors, tenants, and guest vendors.

Email Cadence Settings

Jones will add support for __________ and Workers’ Compensation (CIP) to handle complex project coverage structures requested by clients like Webcor.

General Liability (CIP)

The __________ feature improves snapshot accuracy by combining partial name matches from multiple valid documents.

Certificate Holder - Stitching

Users will be able to apply __________ that automatically expire on a specific date or at policy renewal to prevent stale compliance decisions.

Timed Waivers

The __________ functionality allows construction clients who are both users and vendors to use one email address to switch between the SaaS and the Record Hub.

Multi Profile Login

The __________ replaces the old Typeform flow, allowing customers to request new requirement sets with options for 'Extract Insurance Requirements' or 'Store Documents.'

In-App Requirements Creation Request Flow

Through a pilot with __________, Jones will provide continuous monitoring by receiving real-time notifications of policy cancellations via broker systems.

Certificial

To help vendors understand compliance better, Jones will attach a __________ to initial requests so they can see the expected COI format and wording.

sample ACORD 25

The __________ integration for home builders will sync compliance information, including expiration dates and compliant/not compliant status, from Jones.

JD Edwards

The __________ is an AI-powered internal tool designed to ingest unstructured data like Box folders or vendor lists to automatically setup accounts.

Onboarding Agent

The __________ allows property managers to escalate specific gap exceptions within Jones for approval by compliance managers or admins.

PM Waiver Request Approval

To manage large portfolios, users will have the ability to __________ records in a specific property/project while preserving the shared account-level record elsewhere.

archive

The __________ integration will sync compliance information to Microsoft Dynamics 365 to eliminate duplicate data entry for enterprise customers.

MS Dynamics Integration (Flex)