Our PO Sara has created an overview of the most important product updates from last weeks. The features are specifically created for Partner users.
We build a number of improvements for the Review 2.0 flow which we gathered from user feedback, such as;
- Send messages to your client via review page
- Schedule and automate the reminders to your client
- Uploading entities and information requests in bulk
- You can now set a new internal status: ‘internally examined’ or decide to also communicate the status to the client with status ‘Reviewed’
- Download evidence shared by your clients in bulk (comments + documents)
- Add the corporations user roletitle to the review, so the partner can see whether it is a KYC Rep.
- Add an Entity ID (eg. GRID ID) to your bulk upload of entities
- Export an overview of statuses related to your reviews
- Filter options on overview pages
Access management improvements;
- Team email address is no longer mandatory
- Team management bulk actions are activated and renewed
- User management with a prefiltered view of users that are relevant to your business units/teams
Look and feel and performance;
- New dashboard and notifications page
Check it out! www.coorpid.com
