Release date US: 2026/10/23

Release date AU/EU: 2026/10/23

Jama Connect® v9.41 - Customer-Validated Cloud

Updates to Reviews

You can now quickly search, filter, and manage reviews at enterprise scale, making it easier to locate reviews, monitor progress across concurrent activities, and drive reviews to completion without time-consuming manual workarounds or performance-impacting reports.

The following updates make it easier to find, track, and manage reviews:

• A new column that identifies the review type: Peer or Approval

• Search and filter options for each column. 

• The Grid View has been replaced with an updated Table View. 

• A "Revision requested" status now appears in the My Progress column when you select it as a filter option.

• When the Block review finalization when item versions mismatch setting is enabled by an organization admin, finalizing a review now prevents approval of outdated content. If reviewed items are no longer current, the moderator must create a new revision before proceeding.

• A baseline is automatically created when a review is finalized. The baseline captures the status of each reviewed item after workflow transitions are completed. Baselines created this way include the finalized suffix.

• Moderators can now edit categories while modifying an item in a review. 

• A new Organization Admin > Reviews setting for approval reviews keeps Finalize approval review disabled until all approvers complete the review. Once all approvers have completed the review, the moderator can then select the option to finalize and close the review.

Add Groups as Review Participants

In approval reviews, Moderators can now add an entire group for an approver role, instead of adding each user individually. One group member can claim the review and sign off on behalf of the group, with the claim and approval recorded in the audit trail.
You can also add all group members as individual participants when each person needs to provide feedback and sign independently.

Add Participants to Sequential Approval Reviews

Moderators can now assign users and groups to stages in an approval review, ensuring that participants review content in the required order. Each stage begins after the previous stage is complete, helping teams route approvals efficiently and involve later reviewers only when needed.

Participants receive notifications when their stage becomes active. For group participants, one group member can claim the review and sign on behalf of the group. If a participant rejects the content, the review returns to the first stage when the next revision begins.

New Checklist Feature in Reviews

Moderators can now add a checklist when creating an approval or peer review, and reviewers can complete it during the approval process. This feature brings compliance checks into the workflow that teams already use to review and approve product requirements, validations, and other project artifacts.

Moderators can: 

• Apply a checklist to the entire review or to each item in the review.
• View each participant’s responses on the Checklist Stats page. 

By replacing disconnected spreadsheets and checklist documents, this feature helps teams minimize context switching, identify compliance gaps earlier, and make compliance assessments a consistent, repeatable part of day-to-day engineering work.

This release introduces the first phase of the new checklist functionality. An advanced checklist library, dashboard, workflow governance, and richer versioning are planned for a future release.

Restricted Access Mode in Reviews

Organization admin review settings now include Restricted Access Mode, an optional organization-level setting that limits review participation and sharing based on item access. 

When enabled by an organization admin, Restricted Access Mode: 

• Limits review participation to users and groups with access to every item in the review.
• Hides details about related items or relationships that participants can't access. This helps teams collaborate on sensitive or segmented content while maintaining established access boundaries.
• Disables public links, limited-public access, external invitations, email-only invitations, and REST API access to new reviews.
• Applies to new reviews and participant changes in existing reviews. Existing reviews aren't updated automatically unless the participant list is edited.

Initiate a Review from a Baseline

Accelerate incremental reviews by comparing approved baselines with current content.

Live Compliance in Reviews

This release introduces Live Compliance, a new capability that integrates compliance activities into the day-to-day product development and review process. You can manage regulatory, quality, and internal-process compliance alongside your existing requirements and validation work in Jama Connect.

Create configurable checklists for regulatory standards, quality processes, or internal policies, then group related checklists into reusable compliance frameworks. These frameworks help teams apply consistent compliance across projects and reviews. 

During reviews, participants can complete checklist questions and, when configured, add notes to support their responses. This process creates a structured, auditable record of compliance activities and reduces reliance on separate spreadsheets, documents, and manual tracking.

The new Live Compliance dashboard provides a current view of compliance status across reviews and checklists. Compliance teams, engineering leaders, and auditors can monitor progress, identify incomplete or noncompliant work earlier, and gather supporting evidence more efficiently.

By surfacing compliance gaps during development, Live Compliance can reduce late-stage rework, certification delays, and audit preparation effort.

New permission controls help organizations manage who can create and administer project-level or global checklists and frameworks, participate in compliance reviews, and view dashboard results. Access depends on each users’ project access and applicable licensing.

Traceability Enhancements

Live Trace Explorer — Custom Diagrams

You can now customize Live Trace Explorer diagrams by selecting which tiles to include and their order of appearance. Teams can create subsystem-specific diagrams that highlight coverage gaps, risks, and dependencies, making it easier to assess coverage and focus on actionable issues. 

Traceability Information Model Diagram Improvements

You can now open the Traceability Information Model in a full-screen interactive view with zoom and navigation controls, making it easier to explore and understand large, complex traceability diagrams.

Trace View Canvas — Beta

Trace View Canvas provides an interactive graph for exploring item relationships. It displays a selected item and its upstream and downstream relationships as connected cards, helping you understand relationship structures and identify coverage issues.

With Trace View Canvas, you can:

• Pan and zoom the canvas
• Preview items using their document keys
• Identify suspect relationships and missing upstream or downstream coverage using status icons
• Use relationship counts to find additional connections

Export Trace View with double-byte characters

Trace View note supports exporting double-byte characters. 

Introducing Jama Connect Webhooks

Jama Connect Webhooks send real-time HTTPS notifications to registered endpoints when supported events occur in Jama Connect. This reduces the need to repeatedly poll the REST API for changes.

Use webhooks to keep downstream systems, automation platforms, and collaboration tools up to date when Jama Connect data changes. For example, you can trigger a workflow when an item changes, notify a connected system when a review is published, or start an integration process when relationship or baseline data changes.

Configure webhook subscriptions

Configure webhook endpoints and subscriptions through Jama Connect Interchange™. After you register and verify an endpoint, create subscriptions for the events relevant to your workflow.

Supported events

You can subscribe to the following event types.

• Items
  • ITEM_CREATED
  • ITEM_UPDATED
  • ITEM_DELETED
  • ITEM_RESTORED
  • ITEM_COPY
  • ITEM_COMMENT_ADDED
  • ITEM_ATTACHMENT_ADDED
  • ITEM_ATTACHMENT_REMOVED
• Reviews
  • REVIEW_CREATED
  • REVISION_PUBLISHED
  • REVIEW_FINALIZED
• Relationships
  • RELATIONSHIP_CREATED
  • RELATIONSHIP_UPDATED
  • RELATIONSHIP_DELETED
• Projects and baselines
  • PROJECT_CREATED
  • PROJECT_DELETED
  • BASELINE_CREATED
• Test plans, cycles, and runs
  • TEST_PLAN_CREATED
  • TEST_PLAN_UPDATED
  • TEST_PLAN_DELETED
  • TEST_PLAN_RESTORED
  • TEST_CYCLE_CREATED
  • TEST_CYCLE_UPDATED
  • TEST_CYCLE_DELETED
  • TEST_CYCLE_RESTORED
  • TEST_RUN_CREATED
  • TEST_RUN_UPDATED
  • TEST_RUN_DELETED
• Attachments
  • ATTACHMENT_CREATED
  • ATTACHMENT_UPDATED
  • ATTACHMENT_DELETED
• Bulk operations
  • BATCH_UPDATE
  • BATCH_COPY

For setup instructions, event details, and payload information, see: Jama Connect Webhooks

Receive event notifications

Jama Connect Webhooks send HTTPS POST requests with structured event metadata, including the event type and timestamp. Each payload includes resource data that corresponds to the related Jama Connect REST API response.

Security and permissions

Jama Connect Webhooks use system-level access rather than an individual user’s permissions. Payload data isn’t filtered by user-level access rights. Make sure your receiving endpoint and downstream applications enforce appropriate access controls and data-handling policies.

Jama Connect Advisor

Relationship Discovery

Relationship Discovery streamlines the process of finding potential relationships between records. By selecting source and target items, users can analyze similarities and quickly identify candidate relationships that might need further review.

Key Features

• Flexible item selection — Choose source and target items to analyze for potential relationships.
• Similarity analysis — Compare selected items using similarity criteria to identify candidate relationships.
• Ranked results — Review potential relationships ordered by similarity to prioritize evaluation.
• Interactive review — Collaborate with co-workers to quickly examine and validate candidate relationships before taking action.

Benefits

• Reduce the time spent manually comparing records.
• Identify potential relationships that might otherwise be overlooked.
• Prioritize the most relevant candidates with similarity-based ranking.
• Improve confidence and consistency when discovering relationships.

Quality Analysis Enhancements

Quality Analysis has been enhanced to provide more complete and actionable feedback. These updates improve analysis coverage, increase transparency into rule evaluations, and streamline the review experience.

Key Updates

• Expanded analysis limit — Increased the supported text length from 400 to 2,000 characters.
• Improved analysis processing — Updated the analysis service to evaluate the full content instead of stopping at the first period(.).
• Analysis summary — Added a high-level summary to provide a quick overview of results.
• Enhanced rule explanations — Expanded rule details to explain why each issue was flagged and how to fix it.

Benefits

• Analyze longer requirements without truncation.
• Receive more complete and accurate quality assessments.
• Understand quality issues more quickly with a concise summary.
• Gain clearer guidance for improving requirement quality.

Requirement Refinement Enhancements

Requirement Refinement has been updated to be able to apply suggested improvements more easily.

Key Updates

• Immediate rewrite suggestion — A suggested rewrite is now provided with the initial analysis.
• One-click application — Apply rewrite suggestions directly to the item without having to manually copy and paste text.

Benefits

• Save time when refining requirements.
• Reduce manual editing and copy/paste actions.
• Create a more efficient and seamless refinement experience.

Coming Soon — Parallel Development

In an upcoming release, Parallel Development (Branch and Merge) will be available in production environments.

Branch and Merge, paired with the Jama Connect Cloud infrastructure, provides a practical, accessible way to manage parallel development without the overhead or complexity of traditional configuration tools.

Currently, Branch and Merge is available only in Jama Connect Cloud trial environments as part of the Public Preview. This Public Preview version lets you use Branch and Merge before its official release. Your data is preserved, although some user interface elements are still under development and might change.

Jama Connect Advisor™ — PDF Parsing

The ability to parse PDFs helps turn unstructured PDF content into reviewable, traceable items, while you remain in control of the results throughout the import process.

• Automatically extract and categorize content from PDF documents.
• Review the suggested content and categories, making adjustments as needed.
• Complete the import to create items that reflect the source document's presentation. 

Note: Additional enhancements, including error reporting and item type selection, are planned for a future release.

Jama Connect MCP™ 

Create Approval Review

You can now use Jama Connect MCP to create approval reviews for requirements and other project artifacts. Participants can provide feedback and approval before the artifacts move forward.

• Use AI to create a review based on your requirements to keep humans in the loop. 
• Set a review deadline and invite participants.
• Automatically create a baseline and review, return links to both, and email the participants.

Image Retrieval with Jama Connect MCP™ 

The Image Retrieval feature helps you use visual information stored in Jama Connect with MCP clients and LLMs.

• Retrieve and interpret embedded images from supported rich-text and custom text fields.
• Supported formats include PNG, JPEG, GIF, and BMP.
• Choose whether image content is included in retrieval results.

Custom MCP Setup Tools Available in Root Admin 

You can now configure Jama Connect MCP as a custom plugin for LLMs like ChatGPT. 

Jama Connect MCP supports two authentication options:

• OAuth service provided by Jama Connect
• Customer-provided OAuth through your organization’s identity provider

When you use Jama Connect’s OAuth service, you can customize access-token and refresh-token expirations.

If you use Jama Connect Cloud, contact Support for help configuring authentication.

Jama Intelligence™ 

Jama Intelligence launches in version 9.41 as Jama Software’s AI offering for teams using Jama Connect. It combines purpose-built, AI-powered workflows embedded in Jama Connect for defined requirements and quality tasks with the conversational Jama Intelligence Assistant. Over time, Jama Intelligence will replace Jama Connect Advisor.

Jama Intelligence Assistant

The Jama Intelligence Assistant helps you find information, create content, and get product guidance through natural-language conversation.

• Search and query — Ask the Assistant to find and explain accessible Jama Connect information. Search for items, projects, categories, releases, filters, baselines, relationships, and Activity Stream entries. Use it to summarize items, analyze requirement content, review dashboard information, and identify traceability gaps.
• Generate, create, and edit — Ask the Assistant to suggest content or add items, components, sets, folders, baselines, releases, and relationships in supported project locations. Before making changes, it validates project structure, permissions, item types, and relationship rules. It presents proposed actions for your review and requires confirmation before applying them.
• Get help — Ask questions about Jama Connect features, terminology, and common workflows. The Assistant uses product guidance to provide concise answers, recommendations, and writing support without changing your content.

The Jama Intelligence Assistant window can be resized to provide more workspace. You can move the launcher, recall your last prompt with the Up Arrow key, and review and edit proposed content directly in the conversation window.

Note: AI-generated responses can contain inaccurate information. Review suggested content and actions before applying them.

Admin AI Consumption Dashboard

Organization admins can now monitor their purchased Jama Intelligence AI usage and authorized overages from Admin > Jama Intelligence > AI consumption. The dashboard shows annual credits used and remaining, authorized overage usage, and the organization’s AI usage policy, including its credit budget, budget period, and reset date.

Admins can also review usage for a selected tracking period by user and AI activity, including the number of actions and credits consumed. The can set a monthly overage credit cap to help manage usage. 

Example: This dashboard shows what an organization admin sees after the included annual credit budget is exhausted and authorized overage billing begins.

Updates to Categories

Create Nested Categories

Organization admins can now create nested categories to organize content in a clear, hierarchical structure.

Configure Item Versioning for Category Management

Organization admins can now configure items to create a new version when categories are changed.

Note: This new option can only be enabled when "Allow management for locked items" is not enabled. 

Reuse and Sync Categories

Category Sync is now available in Full Item Sync, Field-Level Sync, and Item Type Advanced Reuse.

Category differences appear in Detailed Comparison and contribute to the Out-of-Sync status. When you select Category Sync, categories in the target project are updated to match the source, including removing categories that are no longer present.

Existing requirements for synchronization eligibility, branches, organizations, and persistence modes continue to apply.

Project-Level Category Management

Project admins can now create and manage categories in individual projects without requiring assistance from organization admins.

Updated Admin Activity Messages

Organization and project admin activities are now included when you duplicate a project and include categories.

Category-based Project Organization 

Users can now organize and focus project content with category-based filtering. Apply up to five categories at a time to narrow project views to items thatof the  match any selected category, similar to a category filter with multiple OR conditions. 

When a category filter is applied, Jama Connect preserves the user’s current context while narrowing results in List View and Document View. Users can change the active category variant at any time to apply a different view, and clear active category filters when they're no longer needed.

Auto-Apply Categories to New Items

When filtering by category, you can now choose to automatically apply the selected categories to any new component, set, item, or folder created within that filtered view. This option helps keep new content categorized consistently so that it appears in the appropriate filtered results as soon as it is created.

Updates from User Feedback

• Dashboards can now be included with project duplication.

• Overbar/Overline notation can now be applied from the Rich Text toolbar.

• The GET /projects endpoint has been optimized to run up to 6x faster depending on environmental variables and conditions.
• Categories can now be included with project duplication.

• The option to disable item versioning has been removed. 

  

REST API 

Performance Improvements

Several REST API operations now provide faster response times and greater reliability for high-volume integrations. These improvements deliver more consistent performance when working with large datasets or making frequent API requests.

The optimized endpoints include:

GET /rest/v1/abstractitems
GET /rest/v1/activities
GET /rest/v1/attachments/{attachmentId}/comments
GET /rest/v1/attachments/{attachmentId}/versions/{versionNum}
GET /rest/v1/baseline/{baselineId}/versioneditems/{itemId}
GET /rest/v1/baselines
GET /rest/v1/comments
GET /rest/v1/items
GET /rest/v1/items/{itemId}/activities
GET /rest/v1/itemtypes
GET /rest/v1/relationshiprulesets
GET /rest/labs/reviews/{reviewId}/comments
GET /rest/v1/testcycles/{id}/testruns
GET /rest/v1/testcycles/{testCycleId}
GET /rest/v1/testruns
GET /rest/v1/usergroups/{id}/users

Configurable REST API Pagination Limits

A new Root Admin setting controls the REST API pagination limit for each tenant, with a maximum of 250 items per page. This flexibility helps you align API response sizes with your integration and performance needs.

For cloud-hosted deployments, contact Jama Software Support to update the setting.

New Duplicate Project API Endpoint (Labs Only)

A new Project API endpoint is now available in Labs. You can use this endpoint to duplicate an entire project via the API, empowering teams to efficiently clone items, settings, and relationships. Projects with up to 100,000 items are supported.

New Look — Navigation Bar

The global navigation header now has a new, modernized look and feel.

Convert up to 5,000 items

You can now convert up to 5,000 items at a time, increased from the previous limit of 1,000 items.

Resolved Issues

Additional Resources

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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