Bulk Upload Third Parties via API:
Clients can now bulk upload their third parties through the API. Please contact your Client Success Manager for more information.
Automation Based on Monitoring Hits:
Users can now automate a service or change of classification based on any monitoring risk category which requires action.
More Filter Options:
Users can now filter for “empty value” within the following fields: Nature of Business, Industry, Theatre, Case Owner, and Business Unit within Status.
Monitoring Case Side Bar:
We have updated the side bar, providing a better user experience. The filter will only open if a user clicks on it. Previously the filter would open once a user hovered over it.
BCLP Cancellation Log:
A log entry has been added to Status client UI if a proposer cancels the BCLP.
Monitoring Results Filter:
Clients can now select “Greater than 0” within Monitoring Cases filter to easily review their findings.
Calendar:
Users can now easily select the year and month without clicking multiple times on the previous and next arrows to select a period.
User Management Role:
Users can now see their role within the user management page along with the other details.
Monitoring Cases Columns:
Users can now view, sort, and hide Third Party Reference and Case ID on monitoring cases.
Task/ Issue Tracker Notification:
We are now sending one single email to the responsible person (to) and cc’ing others, if the option is selected for transparency.
We always welcome your feedback and suggestions on how to make Status more impactful to your compliance workflow.
For more information on the production updates, please reach out to your Client Success Manager today.
Thanks,
Blue Umbrella Team