Changelog 7-12-2035

✨ New Features

Client Reports Exportable in PDF are here! Many of you asked for this; currently the report is a high-level summary of match results. However, we're working on variations to allow you to download as little or as much information you want on your clients/entities. For now, simply go to the client profile or entity profile page and click the new button at the top right for "download report"
Bulk Watchlist Imports: You can now import Nafith and Makken watchlists in bulk directly through the API, saving valuable time when handling large datasets. This is especially useful for firms/teams with years of data on hand who need to migrate over to our system.
CRM ID Integration: CRM IDs are now included in webhook responses and bulk upload templates, ensuring consistent data tracking across your systems. This ensures that mapping responses/webhook events becomes easier for those using our APIs.

Webhook Implementation Guide: Improved documentation for webhooks with clearer examples and use cases to simplify integration for your teams.
Better Activity Logs:
- Dates like Date of Birth, Incorporation Date, and ID Expiration now display cleanly without unnecessary timestamps.
- Fixed corrupted date displays for a more reliable audit trail.

Improved KYC Flow Management:
- You can now duplicate entire KYC forms in one click.
- Tags in KYC questionnaires are now ordered logically for smoother navigation.
- The KYC tab and its sections are now organized in a clearer order, improving workflow clarity.
Editing and Naming Flows: You can now rename KYC flows and edit agreements without running into restrictions.

Email Verification Fix: We’ve resolved a glitch that occasionally affected verification links during onboarding.
Agreements Label Update: The “Account Opening” agreement now displays correctly under the “Agreements” section.
View Profile Shortcut: The ellipsis menu now correctly shows “View Client Profile” instead of “History.”

Date of Birth Validation: The system now ensures DOBs are historical, preventing invalid future dates.
Country Code Validation: Improved validation rules and error messages for country codes to prevent server errors.
Manual Entry Improvements: Clearer error messages when entering invalid data for GCC nationals.
Arabic Language Support: Bulk uploads now correctly handle id types labeled as “Other” in Arabic.
Error Handling Improvements: We resolved issues that caused 403 errors when creating users or flows during onboarding.