What's new in October 2024
- Thomas Frickh
Welcome to Avallone’s latest feature report, bringing you the most important updates of the last few weeks. Neatly packed!
This time, we improved the overview for packages, working with the legal entity structure, filtering, and highlighting deadlines.
Let us know what to work on next. Click here
Jump to the different sections that interest you.
Views - create different versions of your legal entity structure
NewKYC responder KYC Collector
A View is a workspace that allows you to experiment with and modify the legal entity structure without affecting the actual underlying data in the system. This makes it possible for you to customize your exports of the legal entity structure based on your needs without having to worry about breaking the automated, calculated setup in the background.
Immediately see if your KYC deadlines have been reached
Newplatform
Get visual cues to quickly grasp if a deadline has been reached. For example, for your expiring or expired documents, your requests, KYC cases, or follow-up dates with counterparties.
Filtering your officer and documents
New KYC responder
Filter your document lists based on the document type or search for a document by its name. We made it possible!
Check if someone hasn't downloaded your packages
New KYC responder
The new overview in the Packages list allows you to immediately see if a recipient has not downloaded the KYC package that you shared with them. We will also highlight if we weren’t able to deliver the emails to the recipient address, for example, if the recipient’s email address isn't active anymore.
Other updates
kyc responder Creating anchor points along the lines of your legal entity structure
kyc collector Option to reuse documents in requests
kyc Collector Option to collapse and expand side bar in a request
Need more help?
Contact us at support@avallone.io, and we will contact you as fast as possible.