Changelog 21-12-2025

✨ New Features & Enhancements

Improved Reports Experience
Reports have been enhanced to provide clearer insights and a smoother overall experience.
Faster & Smarter Notifications
Notifications are now delivered faster, ensuring you stay informed in near real time.
Identity Expiration Alerts
Platform users are now notified when an identity is about to expire, with automatic status updates applied when expiration occurs.
Automatic Case Matching Updates
Updating matching criteria will now automatically create new matches or safely retire outdated ones—without any missing or incorrect results.
Notes Section for Clients
A new Notes section is now available under the Clients page, making it easier to track important information in one place.
Prospect & Client Profile Clarity
Prospect and Client names are now clearly displayed at the top of their profile pages for better visibility.

No More Manual Refreshing
Client lists and individual screens now update automatically after uploads—no browser refresh needed.
Persistent Case Filters
Case filters are now saved automatically, so you won’t need to reset them every time you return.
Better Public Case Visibility
Public cases now display a clear message when no matches are found, improving clarity and confidence.

Public Case Matching Issue Resolved
An issue where public case matches were not being fetched correctly has been fixed.
Back Button Behavior Corrected
The back button on the Manage Case page now behaves as expected.
LOB Indicator Display Fixed
The LOB indicator pill is now shown correctly across the platform.
Copy & Paste Formatting Fixed
Copying data from the platform and pasting it elsewhere no longer causes formatting issues.
Role Permissions Editing Error Fixed
Cancelling role permission edits now works correctly without errors.

Webhook Notifications for ID Expiry
Status changes caused by identity expiration are now sent automatically via webhook.
CRM ID Added Across Client Flows
CRM ID is now included in Create Client, Update, and Screening forms for better traceability.