March 28, 2025 Release Notes

Updates

  • Improved speed of comment feature by reducing the amount of background processes that are run when saving comments
  • Sales Ingestion: Improved the 'Needs Attention' flow by ensuring that product and customer data ingestion failures would not set a CRB's integration status to 'Needs Attention', thereby ensuring that only sales data fetches can set the CRB to 'Needs Attention'
  • Various performance enhancements

Bug Fixes

  • Fixed an issue during the Onboarding process where entering address info quickly wasn't auto-saving
  • Fixed an issue during the Onboarding process where required fields weren't truly being required, allowing select users to move to the next step before filling in required fields
  • Fixed an issue with SAR creation related to the 'Action Date' not having conditional behavior, based on previous field entries
  • Questionnaires: Fixed an issue where the date field wasn't auto-saving
  • Fixed an edge case where switching the due diligence template after a CRB was invited to onboard would cause the CRB to be routed to the old due diligence onboarding. Additionally fixed an issue where the task autocomplete logic would be misrouted due to switching the due diligence template

Integrations Bug Fixes

  • Dutchie: Fixed an issue where sales with 'transaction dates' in the future were occasionally causing the nightly sales ingestion to fail
  • Greenbits: Fixed an issue where customer data fetches were failing due to timeout
  • Blaze: Fixed an issue where reingesting products that had been modified in Blaze wasn't propagating those changes through to our system