Edit CRB Information (MUOs): Added ability to edit MUO account information (in addition to all child and standalone account information).
Relationship Manager: Field now included in the account approval workflow (you can select a relationship manager when approving an account).
FinCEN:
Insert SAR Narrative: Insert SAR Narrative text seamlessly into a SAR with a click of a button. This includes all transaction data (deposits and withdrawals) for the payment types that are selected. Read more here.
Monitoring:
New Filters: Added Created By and Completed By filters and table columns to the main Monitoring table views to allow quicker searching for reviews you have created or completed.
Also removed "card view" in lieu of table view, which allows for easier sorting.
Reports:
Account Summary: Both versions of the report (by Account and By Due Diligence Template) updated to include the Relationship Manager & Risk Rating fields.
Integrations:
Released Metrc Wholesale Integration for CRBs. Although POS/inventory tracking system integration remains the best way to source CRB sales and payment data, integrating with Metrc is the next best option (and preferred over manual upload).
Please review these articles for more information:
