UI / UX Improvements
- Changed color of all placeholder text to prevent confusion when viewing empty fields
- Update styling of comments icon when viewed inside a table
- Update position of FinCEN report navigation so that users can more easily move between sections within a report
- Standardized button sizes within the Account Review workflow for onboarding new accounts
- Updated copy for core data error messages to improve clarity and action
CRB Onboarding
- Updated the UX related to the final submission of an account application to prevent confusion and increase conversion rates
- Added a new “success” modal and animation when a CRB users submits their application
Custom Forms
- Added a search field to the Smart Rules modal to allow users to search for the field that will trigger the Smart Rule’s condition
- Added support for nested Smart Rules to allow subsequent fields to be shown/hidden based on the result of a previous dynamic field
Sales Data
- Improve support for Flowhub and Blaze products sold in quantities of “each” or “unit”
Marijuana Licenses
- Added logic to check all “unmatched” licenses for updates in the associated state reporting databases and automatically link licenses that become available in the data set
Performance Improvement
- Condensed all notification API calls into one to improve frontend page performance
- Refactored Dashboard page to use view/programmer models to support more complex and performant components
Bug Fixes
- Resolved issue affecting Monitoring Review narratives with colored text
- Fixed filtering issue that was leading to inadvertent deletion of transaction codes
- Prevent sales -> payment type rows from duplicating in the Analysis -> Transaction Analysis table on Monitoring Reviews created for multiple orgs
- Properly filter deleted sales from Sales Activity report