Tasks from Comments
- Create and track tasks created from the comments widget:
- Create tasks and assign to individuals mentioned in a comment thread.
- Gives an extra layer of accountability since comment tasks have a due date.
- Assigned comments will receive an email and in-app notification letting them know they have work to complete.
- Allows assignee to enter a completion note.
"Doing Business As" (DBA) Tracking
- Added DBA field so CRBs can add these details during and after onboarding.
Reports
- Updated Account Summary report to include POS "other" field (which is a free form text entry field)
Org-level Feature Toggles
- If using another product to track and manage FinCEN reports, orgs can turn on/off FinCEN SARs or CTRs seamlessly in Green Check by contacting support
Other
- Update bank examiner role permission set to have read-only access
- [Bug fix]: Removed "expiration date" label from non-license documents
- [Bug fix]: Fixed issue where page jumped around after clicking state/country dropdowns in CTRs/SARs
- For your CRBs, added auto-save functionality to the application process so that they do not lose work when navigating away from the onboarding flow without saving