v2.0.1 | Dal

🧾 Onboarding & Client Management Improvements

Onboarding Case Management

Onboarding cases are now separated from regular cases, making it easier to manage and track onboarding activities.
A new Onboarding filter has been added to quickly locate onboarding cases.

Search by Email

You can now search for clients using their email address directly from the clients and onboarding screens for faster lookup.

Optional CRM ID for Clients

Added support for an optional CRM ID when creating onboarding clients, allowing easier integration with external CRM systems.

Unified Number Handling

When Unified Number is selected as the client ID type, the system now automatically uses it without requiring a duplicate field.

Improved Profile Completion Tracking

A new Profile Questionnaire Completion indicator shows the percentage completed, helping teams monitor progress more easily.

Improved Nafith/Makken Reporting

Enhanced No-Match reporting with an additional Unified ID column to follow the latest CMA template.

Low Risk Auto-Approval Control

Added new controls to automatically approve low-risk profiles, helping streamline approval workflows.

Risk Workflow Improvement

Medium-risk cases now move to AOA Pending status instead of Risk Review, improving the accuracy of case progression.

Approver Workflow Permissions

Permissions are now fully enforced within the Approvers workflow, ensuring that only authorized users can perform approvals.

Scoring Module Audit Enhancements

Improved audit logging for the scoring module, increasing transparency and traceability for risk evaluations.

Concurrent Form Section Editing

Administrators can now add multiple form sections simultaneously, making form configuration faster and more flexible.

Improved File Upload Handling

File upload capabilities have been improved, including clearer allowed file type display and optimized upload handling.

Improved Case Matching Integration

Upgraded the system to the latest bulk case match update API for better performance and reliability.

Improved Character Handling in KYC

Resolved character encoding issues to ensure accurate display of client address information in KYC records.