We are continuously updating our features to offer the best customer experience for our users. Here are our newest updates for September.
BI Filters “Classification Changed”
In the case of a classification change, we have enhanced our search functionality to allow Status users to filter by classification change in the following business intelligence templates classification, third-party life cycle, due diligence and questionnaire. To subscribe to business intelligence, please speak with your CSM today.
Suggested Related Entities Updates by Analysts
Within the triage entries there will now show a “related entry pending update” with an icon that will illustrate if a Blue Umbrella research team member (analyst) has identified any new or updated information as it relates to entities during due diligence research. The user can either accept or reject this update. Note: the suggested update(s) will only apply to related entities that are not yet added as third parties, if it has already been added as a third-party, a separate entry will be added by our research team on the same tile, so this new action doesn’t affect any ongoing workflows. To keep the records as up to date as possible, the user can keep the most relevant records on the tile.
We welcome your feedback and suggestions on how to make Status more impactful to your compliance workflow. Please reach out to your client success manager with your questions or for more information.