v2.2.0 Changelog 20-4-2026

🚀 New Features

Self-Onboarding for New Prospects
Prospects can now onboard themselves directly, reducing manual effort and speeding up the onboarding process.
Custom Domain Support for Customer Portals
Each client can now access their portal on their own branded domain, providing a seamless and professional experience.
Client Relationship Screening
You can now link related clients together. The system will automatically screen these relationships and factor them into the overall risk assessment.
Watchlist Search by Name
Finding records is now easier with the ability to search watchlists directly by name.
Dedicated Approvers for PEP Matches
Assign specific approvers in cases where a potential Politically Exposed Person (PEP) match is detected, improving governance and control.

Smarter Risk Scoring with Match-Level Overrides
KYC override scores are now linked directly to matches rather than entire cases, giving more precise control over risk decisions.
KYC Score History (Semi-Versioning)
You can now view how KYC scores have changed over time due to updates like country risk changes or new cases.
Improved Matching Accuracy
Enhanced name-matching logic, especially for names starting with “Abd,” resulting in more accurate screening results.
Faster International Address Verification
Relationship Managers (RMs) can now initiate international address verification directly, with fewer steps to start the process.
Streamlined Verification Journey
Reduced steps in international verification, allowing users to jump straight into the process.
Approval Workflow Notifications
Admins can now receive targeted email notifications during key approval stages (EDD, Qualified, Risk).
Enhanced Client Portal Experience
- Improved form submission experience
- Better mobile responsiveness
- Clearer onboarding guidance with updated templates and screenshots

Improved Notification Counter
Notification counts now accurately reflect all unread items.
More Flexible Resolution Numbers
Resolution fields now support both letters and numbers.
Better Error Handling for ID Verification
Clearer and more accurate error messages when ID verification fails.
UI & Usability Improvements
- Disabled actions where not applicable (e.g., EDD enablement in invalid states)
- Removed unnecessary placeholders for a cleaner interface
Reporting Enhancements
Added a “Skipped” column in no-match reports for better visibility.