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      November 30, 2025 Release Notes

      Beneficial Ownership (BO) V2

      Summary: A streamlined BO experience with configurable ownership thresholds and repeatable owner sections so you can capture exactly the right people quickly and consistently.

      Here's what's new

      • Ownership Thresholds. Set your institution’s % (e.g., 5%, 20%, 25%) to automatically determine who must be collected as a beneficial owner.

      • Repeatable Owner Sections. Users can click “Add Beneficial Owner” to insert another owner block—no more show/hide within the template. There is also a new field for Occupation for each owner.

      • Template Deprecation. The prior BO template has been deprecated due to extensive improvements. New questionnaires use the BO V2 master template. (Previously completed or in-progress questionnaires continue to use the original version while all new sends will use the new version of the template.)

      Questionnaires

      • Unverified Sales Questionnaire — Configurable Thresholds
        • What it does: Lets you set a % discrepancy threshold that applies to recurring and one-time sends. The questionnaire is only sent when the percent of unverified sales is above your threshold.
        • Example: Set threshold to 2%. CRB A has 0.6% unverified sales → no outreach. CRB B has 3.4% unverified sales → questionnaire is sent (scheduled or one-time).
      • Manual Sales Upload — Reminder Thresholds
        • What it does: Reminder logic now respects a “% of days with sales” threshold for the period. If the CRB has uploaded sales on at least your threshold of days, the reminder is suppressed. 
        • Example: Set threshold to 80% of days in the month. CRB C uploads sales on 25/30 days (83%) → no questionnaire sent. CRB D uploads 16/30 days (53%) → questionnaire sent.

      • Export PDF: From the Questionnaire Response page (via Tasks or Accounts), export a clean PDF once a questionnaire is Completed.

      • Repeatable Sections — BETA: Let respondents add additional, structured copies of a section (e.g., multiple owners, locations, or deposits) without custom template sprawl.
        Want this enabled for your org? Email product@greencheckverified.com.

      Marketplace Visibility

      • New permission: Manage Marketplace  — a new permission to give the ability to create and edit marketplace offers for your org.

      Integrations

      • Jane POS integration (for your CRBs): CRBs can integrate to Jane directly in Green Check, increasing POS connectivity. Please reach out to your Jane POS clients/customers to let them know they can integrate and no longer need to manually upload.

      Bug Fixes & Polish

      • Relationship Manager change flow: Fixed a bug where changes could apply unintentionally if multiple people were changing RMs across your org; now changes only apply on Save, and Cancel restores the prior RM.

      • FinCEN exports (quality): Fixed a case where a tracking ID might not apply to every report in a batch.

      • Questionnaires stability: Fixed “Save” not triggering on user-built questionnaires; enforced required checkboxes; resolved date-picker console errors.

      • CRB email invite & deep-links: CRB email links now route properly based on completion state.