Archived Accounts
- Easily archive accounts from any status that are no longer active, while retaining access to the accounts’ data, documents, and associated reports
- Off boarding workflow includes automatically generating final Monitoring Reviews and FinCEN Reports as part of the archiving process
- A centralized location to track and manage all archived accounts, including the reason/explanation for archiving each record
- Option to include archived accounts in the account filter for all activity reports
- Learn more here: https://support.greencheckverified.com/knowledge/archive-or-deny-an-account
Account Management
- New “other” type when adding new account numbers
Marketplace
- Added a “locations in my state” badge to show CRBs when a provider has a local presence in their state.
- Badge is driven by the service provider’s branch locations within Settings -> Profile
Performance Improvements
- Improved initial page loading on Accounts and Data pages
- Added better tracking for core transaction imports when test mode is enabled
UI/UX Improvements
- Sort peer groups alphabetically when assigning an initial peer group in the account approval modal
- Added an option for “No recurring frequency” when configuring the monitoring review in the account approval modal
- Removed extra snackbar message after approving a new account
- Improved the CRB’s experience when viewing My Providers on mobile devices
Bug Fixes
- Resolved issue that caused “new document uploaded” notifications to route users to the wrong area