February 17th, 2023 Release Notes

UI/UX Improvements

  • Standardized the format and layout of action buttons within all modals

Account Onboarding

  • Prevent creating orgs with the exact same name as an existing account to ensure good data hygiene

Custom Forms

  • Added the ability to clone individual fields or entire sections to make building custom forms with similar/repetitive fields more efficient.

CRB Provider Management

  • New “Overview” tab when viewing a CRB’s financial service provider record. This overview tab centralizes key dates and actions related to the provider relationship, as well as serves as a home for all provider-related comments and communications.

Bug fixes

  • Resolved issue affecting parent/child accounts in the report export modal
  • Updated SAR Narrative max length from 5k to 20k characters
  • Fixed a CTR issue related to conditional fields for entity vs individual subjects