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February 19, 2026 Release Notes

Accounts: Seedling Workflow Enhancements

(Business Stage, Questionnaires, and Review Lifecycle)

These updates improve how you manage Seedling accounts end-to-end, from CRB check-ins through business stage review and resolution.

1. Seedling Check-In → FI Review Trigger

Managed Seedling Questionnaires are a new system-managed capability that allow Green Check to proactively monitor early-stage businesses. Green Check has developed a structured Seedling check-in questionnaire to evaluate responses automatically and trigger FI review workflows only when a business signals a meaningful change.

For example, When a CRB submits a managed Seedling (check-in) questionnaire and reports a potential business change (for example, selecting a new answer to “Which option best describes your business right now?”), Green Check now:

  • Automatically creates a “Review Business Stage” task for the FI

  • Sends an email notification with context about the reported change

  • Ensures only one open task per account and reported stage, preventing duplicates

  • Automatically completes the task if the FI finishes the Seedling Workflow wizard; otherwise, the task remains open for manual review

This ensures reported business changes are surfaced promptly and consistently without creating task noise.

2. Seedling Workflow Wizard (Business Stage Wizard)

A new guided wizard allows FIs to manage the full Seedling Workflow in one place:

  • Update the business stage (for example, Seedling → Active)

  • Optionally switch Due Diligence (DD) templates

  • Change account status (Invited, Onboarding, Active)
  • Manage related document requirements and questionnaire options in a single flow

     

All actions taken in the wizard are audit-logged, including who made the change and when. Although logged, we have not yet exposed this audit information in the app but will in the future.

Wizard behavior highlights:

  • If the same DD template is selected, the document-matching step is skipped to avoid unintended changes

  • Archived DD templates are excluded from selection, so FIs only see active options

  • “Change Business Stage” is:

    • Available for standalone accounts and MUO children

    • Hidden for MUO parent organizations where it does not apply

3. Seedling Banner & Task Lifecycle

When a business stage review is required:

  • A persistent “Review Business Stage” banner appears on the CRB account for FI users

  • The banner cannot be dismissed until the review is completed via the wizard

  • The banner now clears immediately upon successful completion — no page refresh required

Seedling-related tasks:

  • Are not duplicated when the same stage is reported repeatedly

  • Include full completion details in FI task views (completed by, completed at, how it was completed, and any notes)

Seedling Questionnaires & Notifications

  • FI notifications for Seedling check-ins are now consistent and aligned with business stage triggers

  • Legacy questionnaire emails have been updated so all questionnaires (Seedling, managed, and recurring):

    • Use the new email templates

    • Include clearer instructions and context for CRBs

    • Correctly populate dynamic values such as names, links, and notes

Seedling Documents & DD Template Switching

When changing business stage or switching DD templates (including switching back):

  • Documents mapped to requirements remain correctly mapped and are not duplicated

  • Unmatched and “Additional Info” documents continue to appear in the Other folder

  • Previously uploaded documents — including CRB-level uploads — are preserved and surfaced appropriately

This ensures document continuity throughout the Seedling and onboarding lifecycle.

SAR Timing & Validation Improvements

Standardized SAR due dates

  • All SARs are now due 30 days after the end of the monitoring period

  • This removes reliance on a separate “filed on” date and simplifies due-date tracking

Clearer EXT field validation

  • The EXT field no longer shows validation errors before user input

  • Validation now occurs at the appropriate time, reducing confusion during SAR completion

Questionnaires & Notifications

  • All FI-sent questionnaires now use consistent email templates with:

    • Clear descriptions

    • Optional FI notes

    • Direct links to the CRB experience

  • Email routing issues have been corrected to ensure the right audience receives the right message

  • Business stage messaging only appears when a stage actually changes

  • Recurring questionnaires now reliably generate new notifications per cycle

  • Sales Upload Questionnaires no longer send early or auto-complete outside the correct reporting period

Reporting Enhancements

  • Sales and raw sales reports now include Transaction Type

  • Application PDF exports now include Business Stage context

  • Account numbers are masked in FI tables for added on-screen privacy (exports unchanged)