UI / UX Improvements
- Automatically trim all leading and trailing spaces on account number fields within FinCEN reports
- Standardized number formatting throughout Monitoring Reviews
Documents
- New “Other Documents” folder added to Accounts -> Documents tab to centralize all files uploaded within Questionnaires or Due Diligence Template custom forms
Monitoring Reviews
- Added new “Download CSV” button in Sales Activity section to export all sales records contained in the review’s dataset
Performance
- Migrated all core transaction data to relational data store to make reporting on this data for efficient
- Migrated notification polling to a new service to make notifications generated and delivered during a user’s session more efficient
Reporting
- New options in Account Summary report to export a summary or detailed view of accounts
- By Account: includes summary information on all accounts
- By Due Diligence Template: includes detailed information, including custom field responses, for all accounts belonging to the specified Due Diligence Template
POS Integrations
- Surface authentication errors to CRBs during the initial set up process, as well as on an ongoing basis in the event that the integrated credentials stop working
Bug Fixes
- Fixed display issue with “do not have” comments added during the CRB onboarding flow
- Fixed issue around Questionnaires with exceedingly long names presenting unexpected user behavior