Changelog

Learn about all of the latest product updates, every week

May 9
May 9

Screening reports, new review workflows, searchable country configuration, and more ๐Ÿ“ƒ

New

  • You can now create CSV exports of all screenings created within a selected date range. Navigate to the "Screening reports" tab to generate your first report

    Screening export

  • We have overhauled screening reviews to help you tailor workflows to your specific use case. You can now choose when to require a secondary review and configure whether additional reviews are escalated to a manager

    Review behavior UI

  • In secondary review workflows, we now require both reviews to be in agreement for all hits. If there is a disagreement, or if a new hit is surfaced before the second review is completed, the review process will be restarted

    Review conflict

Improvement

  • The country selection modal in the editor now allows you to search by country name and country code

    Country selection searchbar

  • Timestamps on the flow and screening timelines are now displayed in a simpler and clearer way

  • The program reviewers table is now hidden if no roles were assigned for that program

  • The program reviewers "Permissions" wording was clarified to "Role"

  • Additional validations were added to the SSN input field

  • The document verification system now catches additional cases of fraud

  • Improved copy and styling for match rule warnings

  • The dashboard now displays a clearer message when no data can be found for a Lightning verification

Fix

  • Fixed a bug where Malaysian ID documents could not be approved since they do not have a date of birth
  • Fixed an issue where some checkboxes in the Flow Editor would render incorrectly
  • Fixed input validations on the Street and City address fields in Flow
  • Fixed a bug where clicking the back button after selecting a document type would not reset the selection
  • Fixed a bug where users would not be alerted if their phone number was invalid
  • Fixed a bug where some custom reflows could get stuck right before the Selfie Check step
  • Fixed a missing space in the screening review display in the timeline
  • Fixed an issue where you could resubmit a document type while a document was already processing and see an error
  • Fixed some visual glitches with screening configuration selectors
Apr 4
April 4

Screening hit type filtering and a fully overhauled secondary review system ๐Ÿ“ฅ

New

  • You can now filter Screening customers by the existence of PEP, sanction, or criminal hits. This can help you prioritize which queues to review so you can improve your focus

    Watchlist hit filtering

  • We've completely overhauled how Screening secondary approvals for hits are displayed in the dashboard. Based on customer feedback we have significantly improved the clarity of exactly what happened and when during a secondary approval process

    Double approval redesign

Improvement

  • Upgraded the UK, Turkey and Australian watchlists to support new data changes
  • Redesigned the user program access selector table for Screenings
  • Improved incognito mode detection accuracy for fingerprinting in Safari
  • Improved the behavior of when new potential watchlist hits are discovered between an initial approval and a secondary Screening approval. The fact that a reset is occurring is now also displayed in the feed.

Fix

  • Fixed an issue with auto-advancing Flow sessions that have a Screening watchlist hit when secondary approvals for reviews are enabled
  • Fixed an issue where the Identity Search index container would not match the width of the historical searches graph
  • Fixed an issue with the test mode banner being obscured in certain situations on the Flow Editor
  • Fixed an issue where long program names would be incorrectly clipped in the New Screening modal
  • Fixed an issue with long program names breaking the Screening index header
Mar 21
March 21

Screening bug fixes and improvements, foundational work for new features ๐Ÿงฑ

New

  • We've been hard at work preparing for some highly requested new features that will start rolling out next week - stay tuned!

Improvement

  • Screening filter dropdowns will now auto-collapse after selecting an option

    Dismissing dropdowns

  • Improved Screening watchlist parsers to handle additional name cases

  • Dashboard users who have been deleted will now show up properly on Screening audit trail feeds

Fix

  • Fixed an issue where an unnecessary ellipsis was displayed next to Screening status labels
  • Fixed a regression that could make it impossible to create entity screenings in some cases
  • Fixed an issue that could cause the "Confirm all" or "Dismiss" all buttons on Screening to disappear for users who had not been added to a Screening program
Mar 7
March 7

JSON exploration in the API docs, risk engine upgrades, and various bug fixes ๐Ÿฅพ

New

  • We've built a new button called "Show JSON" into our API Reference, which allows you to immediately see the corresponding JSON representation of any part of the API description. This can make learning the API as a newcomer significantly easier and reduce the amount of time you spend comparing descriptions with JSON.

    Exploring JSON

  • You can now quickly expand and collapse all attributes within an endpoint with one click in our API Reference.

    Exploring JSON

Improvement

  • Upgraded the risk engine to handle additional cases of fraud that we have discovered in the wild
  • A large number of improvements to our underlying watchlist parsers to maximize data quality from the influx of new sanctions over the last month
  • Improved the list potential next reviewers in the assignment dropdown when double confirmation Screening reviews are enabled
  • Exclude non-active users from the Screening assignment dropdown to reduce noise
  • Improvements to our retry infrastructure when various external data providers have network issues

Fix

  • Improvements to our retry infrastructure when various external data providers have network issues
  • Fixed an issue where our risk engine could become stuck as processing when certain unexpected responses are received
  • Fixed an issue where the Flow Editor left settings pane would not extend to 100% height on tall screens
Feb 28
February 28

Added support for ITINs to Identity and Flow products and some housekeeping ๐Ÿ—ƒ๏ธ

New

  • You can now submit ITINs and ATINs in both the Flow and Identity products, boosting your ability to verify more people residing in the United States. ITINs are issued by the IRS to individuals who are required to have a US taxpayer identification number, but who do not have and are not elligible to obtain an SSN. ATINs are issued to individuals that are pending adoption whose parents are not able to get an SSN issued for them.

Improvement

  • The confusing "View all searches" button was removed from the identity dashboard and replaced with "Clear all filters" which only shows when identity results are being filtered

Fix

  • Fixed an issue where Flow sessions that failed the SMS verifications step would not render an informative notice explaining why the session stopped
  • Fixed an issue where a loading spinner would jump around when trying to override the status of a documentary verification