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Exciting news! Based on your requests, we've just rolled out a game-changing feature: Generate link(s) for any of your created and/or shared packages and paste them into your preferred format, like your own email threads, so people can easily access them.
Read more: Generate and send a link for a package
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An improved counterparty list
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Want to nudge your counterparties to follow up on your KYC requests with a customized message? Simply add a comment to the reminder email that you can send through Avallone.
Read more: Send reminders to counterparties
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Get a better overview of your Cases
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The Case tab shows a cleaned-up Case list with important new information such as creation date, responsible(s), due date, and new filters, and includes pagination for better performance.
Read more: Cases
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Other
Raised the document upload limit inside questionnaires from 5 to 100 per fieldStatus colour Purple title KYC Collector
Option to download any document from questionnairesStatus colour Purple title KYC Collector
Added an activity for adding or removing an AML check for a counterpartyStatus colour Purple title KYC Collector
Automatically screen counterparties if they are coming from an APIStatus colour Purple title KYC Collector
Include year of birth and country where available as parameters in the screening filtersStatus colour Purple title KYC Collector
Numerous UX updates!Status colour Purple title KYC Responder
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