UI / UX Improvements
- New auto-save functionality when completing Questionnaires
- Display “completed on” date when viewing Questionnaires
Due Diligence Templates and Questionnaires
- Introduced Smart Rules to support conditional show/hide functionality in custom fields
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- Add conditional logic to individual fields or entire sections of fields
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Deposit Reconciliation
- Added ability for FI users to delete deposit records in the event that duplicate or erroneous records are created by CRBs (requires admin and deposit approver roles)
Sales Data
- Optimized Treez sales and ancillary data requests to prevent API throttling
- Support for CRBs to “reconnect” or update their API credentials without GCV intervention
- Update back-end logic for Sales Activity report to prevent timeout issues
Bug Fixes
- Persist line breaks in custom forms -> section description fields in all places where this text is shown
- Prevent duplicating deposit aggregates by properly accounting for shared internal ids when viewing “all accounts” in Monitoring Reviews created for parent/child groups