Duplicate Entities • ID & IDV checks improvements • Client Portal fields display • Billing menu
Product update • Dec 19th, 2024
👥 Manage duplicate entities
Automatically identify duplicate entities across KYB/KYC cases to reduce redundancy. For duplicates, existing AML screening qualifications are reused, minimizing unnecessary reviews and focusing on unresolved hits.
Read more here.
🪪 Improvement to the data comparison for ID & IDV checks
Allow end-users to seamlessly recover from data comparison error due to typos or inconsistencies in the declared data, directly from the client portal.
Read more here.
☑️ Enhanced field display options for "Yes/No" and "Choices" properties
Configure Yes/No, single-choice, or multi-choice fields with buttons, dropdowns, or checkboxes. You can now also use a side panel with rich-text editing to provide additional context for radio buttons and checkboxes.
Read more here.
📈 Introducing the new "Billing" menu in admin settings
Easily track your subscription plan, monitor usage with detailed breakdowns, and view your next billing date. Manage payment methods, billing addresses, contacts, and access your full invoice history, all in one place.
Read more here.
Updated 4 months ago