Changelog 17-2-2026

🌍 International Verification Improvements

Users with the appropriate permissions can now reset verification attempts if a client has attempted to verify themselves 3 times and failed.
We rolled out a faster and more stable version of the international identity verification flow to improve completion rates and reduce interruptions.

Retail to Qualified upgrade within the same flow for end-clients is now smoother
You can now assign separate scoring per question based on client classification (Retail or Qualified) within the same KYC flow. assess risk differently between the classification of users.
Introduced flexible 1-step or 2-step approval settings for Risk, Suitability, and EDD forms providing your firm with better controls for operational governance.
For EDD, you can now:
- Specifically choose the questions you want answered by clients rather than sending a whole EDD form
- Create custom questions from the profile panel itself for greater flexibility and better due diligence

You can now attach videos directly inside KYC forms, enabling better documentation and evidence collection.

Excel reports are now available for filtered Case Screens (Public + Local). Simply click on the toggle icon on the "Generate Report" button and select "Excel".
Case reports (Excel/PDF) now correctly populate the Previous Order Number.
You can now filter Cases by Case Creation Date on both Local and Public case pages.

Strengthened password policy for new users to enhance platform security.
Default roles (including Viewer) can no longer be edited, protecting core permission structures.
Improved validation and error handling in the Submit Form API with clearer descriptions.
Enhanced screening error messages when a client already exists for better clarity.

Fixed issue when filtering clients based on expired ID.
Removed incorrect “Deceased” status trigger from automatic ID expiry status changes.
Attachment is now optional when creating a support ticket in the Help Center.