UI / UX Improvements
- Enhancements to the document matching modal when migrating documents between orgs or Due Diligence templates
Core Transaction Data
- Introduced a new “Testing Mode” to allow core data administrators to begin transmitting core data to test configuration elements without creating any real core transaction records
- Includes visibility into each test run under Data -> Imports tab
- Added support for period separated dateTime formats
Due Diligence
- New ”display” field type in custom form builder to create static text within forms
FinCEN Reporting
- “View Transactions” query now returns all data for the associated account numbers, including any unmatched transactions
- “Associated Account Number” field now auto-populating on SARs based on the account number stored on the associated org’s record
Accounts
- Added support for searching/filtering by account numbers
Performance
- Updated API call on Monitoring -> Completed Reviews tab to deliver faster, more reliable results when filtering for large amounts of data
- Performance improvements to account lists on Questionnaires and Due Diligence Templates
Bug Fixes
- Fixed issue that prevented parent orgs from being returned when searching by org name in the Build Report modal