July 19, 2024 Release Notes

Accounts: 

  • Tribal Nation Marijuana Business License Support is now available: 
    • We are excited to announce a new feature that supports marijuana licenses issued by Tribal Nations. This enhancement ensures that cannabis companies holding such licenses can complete the license upload step in their application process. With this feature, users can specify their Tribal Nation license details, streamlining their onboarding experience.
    • For more details, visit this support center article.

Reports:

  • Updated the following reports to reflect Tribal Nation Marijuana Business Licenses: Account Summary and Marijuana Licenses report

Bug Fixes: 

  • Monitoring Review Filters have been optimized. The reviews themselves were pulling in correct information but sometimes the filters (upon review creation or within the review itself) did not act as expected (for example, when selecting and then de-selecting accounts and coming back to the filter, items would still be selected).
  • Task table filters (Internal/External tabs) updated to respect applied filters.
  • FinCEN SAR Validation Summary:
    • Made a fix to the account number field (27a) to properly appear in the validation summary if blank (this was happening intermittently based on user interaction with other fields in the form). Now, this field will appear in the summary when empty and users must either remove the  field or fill in an account number to validate and save properly.

For CRBs:

  • Updates to 'de-dupe' org functionality:  If a non-account owner who is already connected to an existing CRB org is invited to Green Check, we added some checks and balances to ensure they have a path towards applying by alerting the AO for that org.
  • Added "Other" to identification types for onboarding ID verification step (to accommodate non-state issued licenses; for example, Tribal Nation issued identification).

Integrations:

  • Treez - Updated functionality to address issues where sale type was being incorrectly set.
  • Proteus - Updated domain reference to point to new instances to address intermittent timeout issues.