Introducing Assessment Autofill: Transforming How Third-Party Security Teams Complete Risk Assessments

4 minute read

September 2025

by Sophia Corsetti

If you’re part of a client security assurance team, you know the feeling all too well: the never-ending stream of due diligence requests, the stack of security questionnaires, and the tedious process of copying answers from one spreadsheet into another. What should be a simple opportunity to demonstrate your organization’s security posture often becomes a days-long scramble to track down the right documents, recycle last year’s responses, and manage yet another uniquely-worded questionnaire that ultimately is looking for the same information.

At ProcessUnity, we’ve heard these frustrations firsthand. Third parties across most industries are stretched thin, responding to hundreds, sometimes thousands, of customer assurance requests each year. Teams are forced to devote precious time and energy to repetitive work instead of focusing on higher-value security and compliance initiatives.

The result is delayed onboarding, slowed sales cycles, and growing fatigue among teams who feel like they’re being asked the same questions again and again. For many, the temptation to simply let requests go unanswered or to supply last year’s out-of-date assessment has become increasingly common.

That’s exactly why we built Assessment Autofill, a new feature within the ProcessUnity Global Risk Exchange that uses artificial intelligence (AI) to pre-populate assessment responses. By leveraging your existing documentation, such as SOC 2 reports, ISO certifications, and previously submitted questionnaires, Assessment Autofill removes the redundancy out of customer assurance requests and lets you focus on delivering accurate, timely, and consistent responses.

To dive deeper into the capabilities of ProcessUnity’s Assessment Autofill, join our live webinar hosted by the team behind the product.

Breaking the Cycle of Repetition

The assessment process has long been a bottleneck for third parties. Despite being asked the same questions across multiple customers, third parties are still expected to produce unique responses each time. Each request comes in a different format, with slightly different wording, leaving teams little choice but to dig through old files, chase down colleagues, or copy and paste outdated responses. It’s an exhausting cycle that not only takes up your team’s limited time but also creates opportunity for inconsistency and error.

Assessment Autofill was designed to change that, with functionality made for third parties to address key assessment pain points preventing teams from doing their job.

Here’s how it works:

  1. Evidence-Based Response Autofill: Upload your SOC 2 reports, ISO certifications, policies, or previous questionnaire responses. Assessment autofill scans each new questionnaire request from your customer’s, and intelligently suggests responses drawn directly from your documentation.
  2. Human-in-the-Loop Control: You stay in charge. Every AI-generated response is editable, transparent, and reviewable before submission, so there’s no risk of sending outdated or incorrect information.
  3. Quick Refresh for Recurring Assessments: When customers request updated responses year after year, Assessment Autofill updates your existing answers with the latest documentation, saving you from starting over each time.
  4. Integrated Experience: Because Assessment Autofill is directly embedded within within ProcessUnity’s Global Risk Exchange assessment workflow, there are no new tools to learn, no extra logins, and no integration delays for teams already using ProcessUnity.

By automating the repetitive assessment work, this new feature frees your team to focus on what matters most: demonstrating your security and compliance practices in a way that builds trust with customers.

The Business Impact for Third-Party Teams

The impact of Assessment Autofill is immediate and tangible.

On average, third parties spend more than 13 hours completing a single assessment. With Assessment Autofill, your team completes questionnaires in a fraction of the time. That speed translates into faster onboarding and shorter sales cycles, helping your business move forward without unnecessary delays.

Consistency and confidence are also major wins for users of Assessment Autofill. When every assessment is built off the same evidence and documentation, and reviewed with the same oversight, you reduce the risk of discrepancies that can erode customer confidence. Instead, build a reputation for delivering accurate, reliable responses, strengthening trust with every client interaction.

Perhaps most importantly, Assessment Autofill helps combat assessment fatigue. By taking away the grind of repetitive, manual work, the feature makes customer assurance requests feel manageable. Your team gains valuable hours back in the day, your response quality improves, and your organization is positioned as a responsive, trustworthy partner.

See Assessment Autofill in Action

Interested in seeing the program capabilities in action? Join our upcoming Assessment Autofill Webinar, where our product team will demonstrate the functionality live, walk through real-world use cases, and share tips on how to get the most out of the technology.

During the session, you’ll learn how Assessment Autofill:

  • Reduces assessment completion times
  • Maintains consistency across multiple customer requests
  • Simplifies the process of refreshing assessments year over year

You’ll also have the opportunity to get your questions answered, and hear how other third-party teams are already using the feature to transform their approach to customer assurance.

Take the Right Step Towards Assessment Efficiency

Security and compliance assessments don’t have to feel like a burden. With Assessment Autofill, third parties finally have a way to handle assurance requests efficiently, accurately, and without draining their limited resources. Customers get the timely, trustworthy answers they need, while your team gains the time and energy to focus on strategic priorities.

Ready to see the difference for yourself? Join our upcoming webinar and experience how Assessment Autofill can change the way your team responds to assessments.

Talk to our sales team today to learn more about Assessment Autofill, as well as our suite of third-party risk management technology.

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About Us

ProcessUnity is a leading provider of cloud-based applications for risk and compliance management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. ProcessUnity’s flagship solution, ProcessUnity Vendor Risk Management, protects companies and their brands by reducing risks from third-party vendors and suppliers. ProcessUnity helps customers effectively and efficiently assess and monitor both new and existing vendors – from initial due diligence and onboarding through termination. Headquartered outside of Boston, Massachusetts, ProcessUnity is used by the world’s leading financial service firms and commercial enterprises. For more information, visit www.processunity.com.