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August 31, 2026 Release Notes

This release covers new features, improvements, and bug fixes shipped across Narrative Templates, High Risk/MSB Registration, Account Monitoring, FinCEN, and more.

New Features

Narrative Templates

FinCEN SAR and Monitoring Review narratives now use a template picker instead of free-text entry.

  • When completing a SAR narrative, FIs can now select from published narrative templates. Tokens auto-fill based on account data, keeping narratives consistent and reducing manual work.
  • Monitoring Review narratives use the same template picker workflow, replacing the previous hardcoded free-text field.
  • There are 40+ tokens to choose from when creating Narrative Templates.

Core Transaction Notifications

  • FIs now receive an in-app notification when core transactions arrive unmatched (orphaned), with a direct link to the Unmatched tab for quick resolution.

Bulk Import: Accounts & Users

You can now add accounts and users to Green Check from a spreadsheet instead of inviting them one at a time. Download a template, fill in a row for each record, and upload it. Green Check validates every row before anything is created, so issues are flagged upfront rather than cleaned up after.

  • Onboard a full portfolio in one sitting by uploading a single file instead of sending individual invites.
  • Include all users on each account in the same upload, each assigned the correct role. Send invitations immediately or hold them until you're ready to go live.
  • Bank account numbers come in with the accounts, so core data start matching right away without a second pass.
  • Every account in the file gets the same industry type, due diligence template, and starting status, keeping setup consistent across the batch.
  • Upload History shows what was loaded, who loaded it, and when — a clean record for your examiner.

Bulk Import is available on the Accounts page under the (...)menu.

Document Bulk Export

  • In Accounts > Documents, you can now export an account's full document set as a single zip file, organized by requirement folder. You can also use the table actions to download one or few files at once. One click to download files instead of one at a time.

MSB Registration (High Risk)

A new set of MSB registration capabilities gives FIs and CRBs more visibility and workflow support around Money Services Business licensing.

  • CRBs completing an MSB licensing requirement can now search the FinCEN MSB database directly in Green Check to find and link their registration, no manual lookup needed.
  • The MSB registration drawer now surfaces the MSB's permitted activities and states of operation, giving FIs and CRBs a clearer view of what is authorized and where.
  • FIs now receive an in-app notification and email when a connected CRB's MSB registration is revoked.
  • When an MSB document is uploaded without an immediate match, Green Check now tracks it and will automatically link it if a matching registration is found later.

Enhancements

New Consolidated Account Tasks Tab

The Questionnaires tab on each account has been replaced by a unified Tasks tab, giving you one place to see everything outstanding for an account: questionnaires, revisions, document requests, and system-generated and external tasks.

  • Active Tasks and Upcoming Tasks are separated into sub-tabs with live counts so you can quickly see what needs attention and what's on deck.
  • Filter by status, type, audience, or frequency. The table defaults to Open and In Progress tasks so the most relevant items are visible on load.
  • When a questionnaire revision is requested, both the original (Completed) and the revision (Open) appear as separate rows, with a visual link between them so nothing gets missed.
  • Soon, we will be adding the ability to kick off ALL tasks from the new Tasks tab for an account. (coming soon)

Settings Navigation

  • The Settings page has been reorganized into cleaner sub-tabs: Organization (Profile, Program Contact, Transportation), Templates (Due Diligence, Questionnaires, Narrative Templates), and Monitoring (Transaction Codes, Insights, Peer Groups)— making it easier to find the right settings without scrolling through a single long list.

Audit Trail

  • Account information changes are now captured as Audit Trail events. This includes FI and service provider edits to the General, Operational, and Additional Info tabs, as well as CRB edits to their own profile. CRB edits to Additional Info are coming soon to the audit trail.

FinCEN

  • FinCEN data tables now scroll horizontally instead of squishing columns, making wide tables significantly easier to read and work with.
  • You can apply table filters to only show the columns that are important to you by using the new Columns filter.
  • The "Completed By" column in the FinCEN Completed tab now correctly displays the preparer's name.

Licenses

  • Discarded licenses are now visually flagged in the app so FIs can immediately see when a license has been discarded, rather than just seeing a raw status value.
  • Discarded licenses no longer appear in license search results, reducing noise when searching for active licenses.

Account Monitoring

  • The Variance section in monitoring reviews has been restructured to show the full deposit picture — Total Deposits (including omitted), Omitted Deposits, and Non-Omitted Deposits now appear in sequence so you can see exactly what feeds the variance calculation. The Historic Activity table and PDF export follow the same updated column order.

  • The "Download Variance Sales" button has been relabeled to better describe what the export contains, since it represents sales used in the variance calculation, not all sales.
  • Insights drawer text has been updated for clearer, more accurate language.

Questionnaires

  • Suppressed questionnaires no longer display a due date in the account questionnaires tab or in reports, since suppressed questionnaires were never actually sent.

Bug Fixes

Account Monitoring

  • Fixed the "Go To Comment" button in the Task drawer not navigating to the monitoring review or opening the comment.
  • Fixed variance signs being backwards in the "Change in Variance" insight. They now match the variance chart and historic table.
  • Fixed the confidence score export returning a blank file for MUO parent-level monitoring reviews.
  • Fixed incorrect text showing "0 transfers automatically excluded" when no transfers were excluded.

Accounts/Questionnaires

  • Fixed an issue where unarchiving an org did not reset its Sales Upload Questionnaire reminders, causing the account to miss the next scheduled send.