May 23, 2025 Release Notes

Updates:

• Added  'completed notes' to tasks where the CRB has been archived
• Added 'due diligence column to Accounts page, allowing for easy filtering, sorting based on due diligence templates
• Improved efficiency in how we fetch and serve due diligence, peer groups, transaction codes, and insights
• Questionnaire Report - Added the ability to see which questionnaires have been archived
• Began sending FI and CRB 'Needs Attention' emails via Sendgrid

Bug Fixes:

• Fixed an issue with scrolling on the account questionnaires tab
• Fixed an issue where some select questionnaires were unable to be completed
• Fixed an issue where monitoring reviews were unable to be opened if the related due diligence template was archived
• Fixed an issue where filters on the Accounts page were not properly filtering the results

Integrations Bug Fixes:

• Fixed a bug related to the miscounting of purchase limits in select scenarios
• Fixed an issue where some nightly ingestions were being kicked off despite no credentials being present