👋 Welcome to Avallone’s latest feature report, bringing you the most important updates of the last few weeks. Neatly packed!
This time, we focused on adding capabilities for flexible link sharing, archiving to keep record of old counterparties, and improved screening capabilities.
Let us know what to work on next. Click here
Jump to the different sections that interest you.
Copy + Paste links to KYC Packages for easier access
NEWKYC RESPONDER
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.
An improved counterparty list
NEW KYC COLLECTOR
Better performance? Yes! New filtering options? Yes! Quicker access to related parties? Yes! Our new and simplified counterparty list brings some exciting new improvements to the KYC Collector. Why not check it out?
Get a better overview of your Cases
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.
Other
Raised the document upload limit inside questionnaires from 5 to 100 per field
Option to download any document from questionnaires
Added an activity for adding or removing an AML check for a counterparty
New reminder email + option to comment on the reminder
Automatically screen counterparties if they are coming from an API
Include year of birth and country where available as parameters in the screening filters
Numerous UX updates!
Need more help?
Contact us at support@avallone.io, and we will contact you as fast as possible.