Release Date: Monday, May x, 2020
Release Notes
New! – On Demand Portfolio Reporting Options
• Pre-built reports with the advance filter and sort options, on-screen pivot tables, and one-click exports to Microsoft Excel.
• Three standard reports available in this release with more reports available soon.
Enhanced – Case Logic
• Improved case options to manage expiring licenses including separate cases to encourage clients to begin their renewal process.
• Enhanced data validation of state business registrations for subject entities, underlying benefical owners, and related parties.
• Additional risk classification options available for account activity cases allowing FIs to create unique treatment strategies to drive alerts and cases based on client classification.
Faster, Easier – User Experience
• Our user interface team continues to refine the application’s user experience to drive greater efficiency and increased data availability while continuing to refine our code base for maximum performance and security.