Due Diligence
- Released “Smart Rules” to enable users to add conditional logic to fields in Due Diligence Template and Questionnaire custom forms
- Smart Rules allow fields or entire sections to be shown or hidden based on specific criteria to simplify custom forms for users completing them
Documents
- New “Other Documents” folder added by default to all Account profiles serves as a centralized home for any documents uploaded in Questionnaires or Due Diligence Template custom fields
FinCEN
- Added “View Transactions” button to SARs in order to automatically summarize activity for the account(s) listed in the SAR
- Pre-populate continuing activity SARs with the institution, location, and subject data from previous SARs
Performance
- Migrated MJ license API call to new document aggregator API to improve initial page load time
- Added pooling to our relational database to support multiple RDS clients and improve account review generation time
- Removed duplicative initialization API call at login
- Updated all UI APIs to follow a standardized shape using the properties “Status”, “Errors”, “Messages”, and “Data” where the data property contains the actual response
- Added front end unit tests to multiple components
Reporting
- MJ license report now includes uniform license type for verified license records
Bug Fixes
- Fixed a regression bug that prevented users from being able to create child locations which share account numbers with their parent org
- Fixed issue preventing files uploaded in comments from being opened withing the comments widget