Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Current »

👋 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.

Read more: Generate and send a link for a package

image-20240430-152847.png

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? (wink)

image-20240430-153045.png

Send reminders with comments

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

image-20240429-120845.png

Get a better overview of your Cases

NEW KYC RESPONDER

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.

image-20240430-152946.png

Other

  • KYC COLLECTOR Raised the document upload limit inside questionnaires from 5 to 100 per field

  • KYC COLLECTOR Option to download any document from questionnaires

  • KYC COLLECTOR Added an activity for adding or removing an AML check for a counterparty

  • KYC COLLECTOR Automatically screen counterparties if they are coming from an API

  • KYC COLLECTOR Include year of birth and country where available as parameters in the screening filters

  • KYC RESPONDER Numerous UX updates!

Need more help?

Contact us at support@avallone.io, and we will contact you as fast as possible.

  • No labels