Product BUZZ: August 2026

This summer opened Green Check up to more of the accounts you serve, and took a lot of manual compliance work off your plate. Customizable Narratives are live, bulk upload tools are here, High Risk support (with automated MSB FinCEN registration) has arrived, and tasks and questionnaires are now consolidated on every account.

Here's what's new in Green Check (spoiler: there's A LOT), and what's coming next.

✅  Now Available

📚 Customizable Narratives for Reviews & SARs

Stop rewriting the same language every time. Customizable Narratives let you build a library of reusable write-ups for Monitoring Reviews and FinCEN SARs, then drop any one into a review or filing with a single click. Save the narratives your team relies on, keep the wording consistent across your institution, and cut out the copy-and-paste from saved docs. Less time on documentation, more time on the review itself.

"The Customizable Narratives cut our SAR write-up time by half. The language we've refined over years is right there, one click away, and every filing reads consistently no matter who's writing it."
– Green Check client

Learn how to creative custom Narrative Templates > 

📁Bulk Upload Orgs and Users

Add accounts in batches instead of one at a time without help from Green Check. Grab a template, fill it in, and upload it. We will flag bad rows before anything gets created, so there's no cleanup afterward. And adding users in bulk is also available and also works the same way! Find it on the Accounts page under the (⋯) menu. Learn more about bulk uploads!

⬇️ Download Documents in Bulk

Pull every document on an account in one zip file, sorted into folders by requirement name. It's in the (⋯) menu on the Documents tab, with options for archived and other documents. Only need a few? Select them in the Requirements table and use the Export bulk action.

📊 Cleaner Table Views in FinCEN

Your FinCEN tables now show what matters to your team. A new customizable view lets you choose which columns appear, so you can tailor the table to how you actually work, including a new Completed By column to see who handled each filing at a glance.

📋 One Tasks Tab for Every Account

The Questionnaires tab on each account has been replaced by a unified Tasks tab, giving you one place to see everything outstanding for an account: questionnaires, revisions, document requests, and system-generated and external tasks.

• Active Tasks and Upcoming Tasks are separated into sub-tabs with live counts so you can quickly see what needs attention and what's on deck.
• Filter by status, type, audience, or frequency. The table defaults to Open and In Progress tasks so the most relevant items are visible on load.

🛡️ Expanded High Risk Support: Now Live!

The High Risk support we teased is here. Green Check now supports modern specialty banking and other high risk account types, including MSBs, cash intensive businesses, and gaming. Same platform you already know, with workflows built for how these accounts actually operate.

Learn more about High Risk Support >

🏦 High Risk: MSB FinCEN Registration

Tracking MSB registrations by hand is done. Green Check now pulls registration details directly from FinCEN, keeps them on the account record, and notifies you ahead of expiration so nothing lapses. Stay on top of renewals without the manual lookups with this High Risk feature.

🗂️ High Risk: Monitoring Review Templates

Tailored review templates by account type are here, including plant-touching cannabis, indirect (non plant-touching), and other high risk. Fields that don't apply to an account type drop off the review, so you only see what's relevant. Part of High Risk support.

🔜  Coming Soon

⚡ Extended Beneficial Ownership

Beneficial ownership shouldn't mean entering the same information over and over. We're making owner details something captured once and reused everywhere, so keeping records current is easy, recertification stops being a manual chore for your businesses, and the ownership picture is always where you need it on the account.

❗Risk Assessments in Green Check

We're bringing scored risk assessments into Green Check so your risk-rating process stops living in a spreadsheet. Build customized risk rating templates with weighting, scoring, and flexible risk bands, distribute internally for completion, and track each assessment on the account to have a full history of risk over time.

📨 Questionnaire Distribution Updates

Right now, all accounts on a questionnaire distribution must conform to the same recurring schedule... but that's not always how and when a questionnaire should be sent.  Soon you'll have more flexible distribution options, so you can choose when recurring questionnaires should be sent based on dates that are important, such as account approval date or account opened on date.

Every release this month traces back to something you told us. We'll keep listening, and keep building tools that make compliance work faster and less manual. Have a question or want a walkthrough? Just reach out.

— The Product Team @ Green Check