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Exciting new features for related persons and companies!
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All related parties' profiles (such as UBOs, or parent companies) have received the same features as normal counterparties, such as the option to add questionnaires, follow-ups, an AML status, creation without questionnaires, risk scoring options, sending direct KYC requests, more Activities and improved Document editing functionality.
This also means that you no longer need a questionnaire to create the legal entity structure of your counterparties if you already have the information beforehand. Simply connect any counterparty with another counterparty by using the related parties tab.
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Make sure that your counterparties have an AML status
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Want to use your own Docusign accounts for managing signatures done within Avallone? This is now possible with a simple one-time setupconfiguration. Feel free to reach out to us if you need any help in setting it up (support@avallone.io).
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Other updates
More activities for internal approval flowsStatus colour Purple title kyc Collector
Option for requesting internal approval groups one-by-one instead of all at onceStatus colour Purple title kyc Collector
Highlighting missing emails for officers in requestsStatus colour Purple title kyc Responder
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