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September 30, 2026 Release Notes

This release covers new features, enhancements, and bug fixes shipped across Account Status Management, Monitoring Reviews, FinCEN, Reporting, and more.

New Features

Account Status: Change GCV Status

FIs can now change the GCV status of accounts individually or in bulk, directly from Green Check.

  • In bulk: Select one or multiple accounts from the Accounts table and apply a status change using the actions menu.
  • Or individually: Change status on an individual account from the account page itself.
  • When moving an account to Active, follow-on actions run automatically in the background — including task creation, relevant notifications, and FinCEN report generation where applicable.
  • FIs can optionally send a notification to the CRB when their status is changed to Invited, letting the business know directly from Green Check.
  • This feature has a new permission: Change Account Status. FI admins should review their role settings and assign this permission to the appropriate users.

Enhancements

Account Internal Tab

The Internal tab on each account has been reorganized from a single scrolling page into five focused sub-tabs.

  • Sub-tabs: Account Info, Risk, Account Numbers, Monitoring Schedules, and Documents. Account Info is selected by default.
  • Each sub-tab has its own edit and save state, so editing one section doesn’t put others into edit mode.
  • Permission gating is unchanged — users without edit access see sub-tabs in read-only mode.

Monitoring Reviews

  • Tasks are now accessible directly within a monitoring review. Click any task row in the Account Information section to open the task detail drawer in-page, without navigating away.
  • Negative News detail is now accessible in-review as well. Click a Negative News row to open the negative news drawer inline, where you can flag, risk-rate, mark as approved, or take other actions without leaving the review.
  • Full questionnaire visibility is coming soon.

FinCEN & SAR

  • When populating amounts from the Transaction Summary drawer on a SAR, "No Amount Involved" and "Amount Unknown" checkboxes are now automatically unchecked. Previously these remained checked even after a dollar amount was entered, which caused batch export failures.
  • The "Exported On" column in the FinCEN Completed and Exported tabs now sorts newest first by default, making it easier to find recently filed reports without reversing the sort manually.

Account Summary Reports

  • Industry Type is now included as a column in both Account Summary report types, making it easier to distinguish account types at a glance without opening individual accounts. Parent account Industry Types remain blank in that column.
  • EIN is now included in the Account-Based Account Summary report, matching the column already available in the Due Diligence Template version of the report.

Account Tasks

  • The Tasks filter on the account Tasks tab now includes Completed tasks in the default view, in addition to Open and In Progress. Previously, completed tasks were hidden from this new tab unless you manually updated the filter.

SFTP

  • Retail SFTP files can now include missing optional columns without being rejected. Previously, a file that omitted any optional column would fail processing even if all required fields were present.

Bug Fixes

Narrative Templates

  • Fixed the Accounts Included block in FinCEN SAR narrative templates rendering a raw account UUID instead of the business name and address. The block now displays account information the way it appears everywhere else in Green Check.

FinCEN & SAR

  • Fixed "Populate Amounts into Report" writing the Total Amount into the Cumulative Amount field instead of the correct Total Amount field when a prior report was not yet loaded in the SAR.

Monitoring Reviews

  • Fixed the Create Review modal being wiped when a separately submitted review finished processing in the background. The modal now stays intact when another review completes while it’s open.
  • Fixed the custom date range calendar resizing between months, which caused the navigation arrows to shift under the cursor mid-click.

Account Monitoring

  • Fixed the "Accounts to Include in Reviews" dropdown on the Monitoring Schedules sub-tab opening downward and cutting off at the page footer. It now opens upward when near the bottom of the page.

Accounts

  • Fixed table sorting breaking for account names that contain "AM" or "PM" anywhere in the name. These were incorrectly routed to a time comparator, causing them to sort out of alphabetical order.

Notifications

  • Fixed FIs not receiving an email notification when a CRB updates their Additional Info tab. The notification now fires as intended, including a summary of which fields changed.