Development
Changes to exporting PDF exports
We have made changes to the quick actions menu – the option to export a PDF is now labelled as ‘Export PDF Report’. When selecting this the user will now be presented with two options;
Processes - Allows the user to export a specific process PDF.
Active Checks – Allows the user to export a combined PDF of any selected checks
There are new endpoints also available for API clients for the above.
/api/v2/ci/entities/{entityId}/pdf-export/active-check/sections - Allows clients to retrieve a list of available active checks that can be exported.
/api/v2/ci/entities/{entityId}/pdf-export/active-check – Allows clients to retrieve the PDF for the requested checks specified
Checkboxes within documents
We have added the ability to create checkboxes within document templates. Forms can be configured with reference for individual options – these can then be injected into the document template. If the option is selected this will show as a checked box, if not selected it will present as an unchecked checkbox.
Adding new client users
We have added the ability to add a new user to user groups at the point of creation. There is a dropdown on the new user window which allows the user to select the user groups that the new user should be added to.
Source of funds - PDF export
Inclusion of questions and answers completed by end user within the PDF export.
Source of funds - Funding source percentage
We have added in a percentage value for each funding source provided. This will display the percentage of the ‘Property Value’ that the funding source represents. This is visible on the check card in the portal as well as on the PDF export.
Open Banking Checks – Account Name
We are now able to retrieve the account holder names for any accounts used for Open banking checks. This displays in the portal within the Open Banking check details and within the PDF export.
Sanctions & PEPs check archive
We have added the check archive into the PDF – this will give users a view of any previous checks run on the individual and the overall result of the check – along with any overall remediation comments added
SMS invites
We have added validation to ensure mobile numbers used for sending of invites are entered in the correct format relative to the selected country code. This will help to reduce issues with messages failing to send.
Bugs
Can see own invites only column – users table
An issue has been resolved with the can see own invites column within the users table not reflecting the setting configured for that user.
Replication of answers
An issue has been resolved around where short text list options were used within forms – where the end user had provided multiple answers only the last value entered was displayed to clients and replicated for each option.
Bank account checks run via API with no DOB
We have rectified an issue with DOB not being specified when running a Bank Account check via the API. The DOB is no longer a mandatory field so will avoid this issue.
KYB (Companies Section)
We have resolved an issue where there was disparity for some companies between the company status displayed within the portal compared to the PDF export.
‘Run New Check’ option
Within an active check card there is an option to ‘Run New Check’. This has now been linked to the user permission for being able to add data checks to entities. Previously this was not linked so did not prevent these users from being able to do so.
Ongoing Monitoring
We have made changes to ensure that when we are running our OGM updates that we check for the status of the individual. If they are deleted then we now ensure that the OGM is cancelled and we do not monitor any longer and trigger any subsequent notifications.
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