May 9, 2025 Release Notes

Updates:

  • Made some updates to allow due diligence templates and questionnaires to be archived using table actions
  • Made an update to ensure the completed note is visible when a questionnaire is autocompleted as a result of the CRB being archived
  • Released notifications for FIs to be notified when their CRB has an intergration in Needs Attention status

Bug Fixes:

  • Fixed an issue where opening a completed SAR was causing errors
  • Fixed an issue with CCTR PDF's where 'Currency Exchange' and 'Prepaid Access' values were being swapped
  • Fixed a bug where questionnaires weren't being autocompleted when CRBs were archived
  • Fixed an issue where fully finishing the SAR, navigating out of the page, then navigating back in wouldn't display the 'Complete' button