April 30, 2026 Release Notes

This release covers new features, improvements, and bug fixes shipped across Account Monitoring, FinCEN, Tasks, and more.

The Transaction Analysis section of Account Monitoring has been redesigned to provide deeper payment-level insights.

The table now displays one row per payment type (Cash, Check, Electronic, Wire, Other, Transfers) with columns for Sales, Deposits, Variance, Variance %, and Withdrawals.
Click any row to open a detail drawer showing historical trends and peer group comparisons for that payment type — including cumulative sales & deposits charts, period-over-period and year-over-year changes, and peer group averages.
A new Variance section shows per-payment-type variance cards with total sales, total deposits, total variance (dollar and percent), giving FIs a consolidated view of where deposits diverge from sales.
Variance calculations have been improved: variance is now capped at ±100% when one input is zero, and a true percentage is calculated in all other cases. The same logic applies consistently across row-level and total variance.
Omitted transfers are correctly excluded from the omitted deposits sum in variance calculations.
Transaction Analysis data in the monitoring PDF now matches the UI for all columns including change-over-last-period, cash in, and cash variance.

FIs can now configure and view standard deviation-based insights within Account Monitoring.

A new Standard Deviation section is available in Insights configuration, allowing FIs to set deviation thresholds for key metrics including Total Deposits, Total Sales, Cash Deposits, Cash Sales, ACH Deposits, Electronic Sales, Total Deposit Variance, Cash Deposit Variance, Electronic Deposit Variance, and Total Withdrawals. These are all disabled by default; please find and enable them to track Standard Deviation Insights.
When a metric exceeds the configured threshold, it surfaces as an insight in the Analysis section of the monitoring review.
Clicking a deviation insight opens a drawer with detailed context showing how the metric deviated from the norm, including historical trend charts.
All individual insights can be toggled on and off.

FIs now have greater flexibility to manage tasks directly from the task tables, including reassigning tasks and updating due dates.

- Reassign tasks individually or in bulk using the "Reassign Task" action on grouped task tables. Reassignment is scoped to users and groups from the original assignment, ensuring proper access controls.
- Edit due dates on individual and grouped tasks. When a due date is changed on a monitoring task, the process date on the associated review updates automatically. Similarly, updating the due date on a questionnaire task updates the questionnaire's due date.
- For grouped tasks, due date changes apply at the group level to maintain notification consistency across the group.
- External manual tasks also support due date and user reassignment.
- A reassignment notification is sent to the new assignee with task details, updated due date, and deep links.

The "filed" status logic for auto-filed FinCEN reports has been updated: auto-filed reports now require the submission batch to be "Accepted" or "Accepted with Warnings" before marking as filed.
A new "Created On" column has been added to the FinCEN Open tab, showing when each report was created and by whom (including auto-generated reports).
Rejected reports now include a speed bump modal on the "Complete" button to prevent accidental completion.
Reports are no longer left in an editable state after refiling.

Fixed an issue where users could not clear the "Subject's Role in Suspicious Activity" field (field 28) once a selection was made.
Fixed the Create SAR modal filtering out non-active accounts, which blocked manual SARs for certain account types, like Seedlings.

Fixed a 500 error when downloading monitoring PDFs that contained the new payment type data.
Fixed previous period/previous year withdrawal amounts always showing as 0 in the variance-by-payment-type breakdown.
Fixed omitted cash deposits not correctly updating the cash variance calculation.

Fixed a crash when viewing "Additional Info" for accounts onboarded before 2024 with certain due diligence template configurations.

Fixed the "Completed" notification for questionnaires opening the wrong page or showing an in-progress state.
Fixed an issue where the "Complete New Application" task was not routing correctly based on due diligence status.