October 18, 2023

Check out the latest updates involving new features, improvements and corrections to our products.

TRUST PLATFORM

In this section you will find updates related to the Trust Platform.

NEW

Enable our customers to have another layer of verification of their user files.

Our customers will be able to send files about the user/company they are checking, they will be able to view, delete and copy a link to the file for sharing.

Allow our customers to create, edit and delete KYB workflows.

Our customers will be able to create their own workflows, being able to select just one data source or even use conditional flow so that a datasource is only consulted if the previous one has the necessary validations.

Support to filter per country in the Workflow Builder.

Country validation for some datasources in Workflow.

IMPROVEMENT

Enhanced usability and clarity in creating a workflow template.

The Workflow Builder steps will remain static, providing ease and convenience for the user to add a rule to their flow and to be able to view all the added rules in a single step.

Usability enhancement with a visual adjustment to the statuses in the Workflow Builder.

The statuses to be defined for each rule in the Workflow Builder had their respective icons broken, meaning the images were not displayed. With the adjustment, each one now displays its respective icon next to it, such as the check mark icon for 'approved'.

Avoid generating discomfort and doubts with the platform's translation.

We removed the automatic browser translation pop-up because when clicking 'translate to English,' the system didn't have anything to be translated, in fact.

Improved usability when creating KYB queries.

Our customers will no longer create executions by mistakenly clicking on a company option, we will ensure that the user is sure they are looking at the company they have chosen.

CORRECTION

Correction in the naming of the status defined by the user for a rule within their Workflow.

When a rule in the Workflow Builder is defined with the status 'Warning,' it will be displayed as 'Warning' within the 'Compliance Rules' tab during the trust execution, instead of 'Pending' as it was before the adjustment.

OCR

In this section you will find updates related to the OCR service.

CORRECTION

Fix of the reading of document fields (rgIssueState and holderSignature) for specific cases.