
Microsoft Purview is rolling out a series of improvements designed to make AI analysis in Data Security Investigations (DSI) faster, smoother, and easier for analysts to use.
With these updates, items added to an investigation will now be automatically prepared for AI analysis—removing a repetitive manual step and helping analysts get to insights sooner. Purview is also introducing a new standard categorization option, giving organizations a quicker and more cost‑efficient way to group and review investigation items. For deeper insights, advanced categorization, including AI‑generated topics, will continue to be available.
These changes are part of Microsoft 365 Roadmap ID 557556.
Rollout Timeline
- Public Preview: Mid‑March 2026 → Mid‑April 2026
- General Availability (Worldwide): Mid‑April 2026 → Mid‑May 2026
What This Means for Your Organization
Who will notice the changes?
- Microsoft Purview administrators
- Analysts and security teams using Data Security Investigations
- Any Microsoft 365 tenant with access to DSI capabilities
What’s changing?
- Automatic AI preparation:
Items added to an investigation will automatically get ready for AI analysis. No extra clicks or steps required. - New standard categorization option:
A streamlined way to categorize items, ideal for scenarios where speed and simplicity matter. - Advanced categorization remains:
Organizations can still use richer AI‑powered topic grouping when deeper analysis is needed. - No configuration changes needed:
Everything is enabled by default—no admin setup required.

What users may see
- Faster time from “item added” to “item ready for analysis”
- A refreshed UI for choosing between standard and advanced categorization
How to Prepare
There’s nothing you need to configure ahead of time. However, it’s helpful to:
- Inform analysts and SOC teams about the new categorization options and automatic AI preparation.
- Update internal documentation if you maintain guides or SOPs that describe DSI workflows.
- Review training materials so teams know when to choose standard vs. advanced categorization.














