Added "Created By" filter to the Tasks tables, allowing you to filter by tasks you or others have created.
FinCEN:
Transaction Summary Enhancements: Now, choose which payment types to include within the Transaction Summary of a SAR. The drawer has been reorganized by affected account number, and you will now see all deposits, withdrawals, and totals for each payment type.
Populate Cumulative Amount/Total Amount fields: Populate these two fields within a SAR with one-click (using the Populate Amounts into Report button). No need to copy/paste or use a calculator to add up the totals for these fields.
Bug Fixes:
FinCEN SAR: Fix applied to strip special characters copied and pasted from the Monitoring narrative (causing the XML export not to be accepted by FinCEN).
Accounts - Due Diligence Template Versioning: Fix applied to reference the due diligence template that the CRB used while applying, even if the templated was edited afterward.
Original bug: Documents were being removed from Accounts after DD template changes were made, as the user interface was pointing to the MOST recent version of the template, not the template used to onboard.
Fix applied: The fix was applied on the CRB side of the app and FI side of the app within Accounts to reference the version used to apply. This means if a section of custom fields or individual fields were deleted, the original questions the CRB answered would be retained. Same goes for document requirements. If a requirement was removed from a template, the document would remain within that CRB account.
How it works: If you edit an existing DD template after a CRB has already began their application, the version of the template they used to onboard will be what you see in Accounts. For instance, if you delete a document requirement from an existing template or add/remove custom fields, you will only see the version of what the CRB used during the submission process. This DD template versioning system is meant to act as a "point in time" snapshot of the application that was originally submitted to you.
Integrations:
Fixed an issue where certain nightly sales ingestions weren't getting kicked off
Fixed an issue where Greenbits query params were no longer supported, causing Greenbits nightly sales ingestions to fail
