Schedule: - Sandboxes will be upgraded and documentation made available on 01/12/2019. - Production will be upgraded on 02/02/2019.
Conflicts: - Added S&P CapIQ as a supported provider for Corporate Tree, Shareholder and Management information. - Corporate Tree: Manually add, edit or remove board members, shareholders, and beneficial owners on any tree in the system. - Search Page: Result summary and filter count now reflect the current view of non-excluded, all, or new results. - Conflicts Report: The default PDF report now supports highlighting the text that caused a given hit. - Conflicts Report: After submitting resolutions on interactive reports, users are no longer considered an assignee even if there are other outstanding hits, making it easier to track which reports need their review.
Intake: - Dashboard: Show a default view of the Dashboard to new users, enabling consistent user experience - Request page: Request provides an easy drill down to client and matter profile pages. - Email Approvals: Firms can now opt end users out from getting any failure notifications. Admins can opt-in to get notified of such failures. - Email Approvals: Reply notifications can include information such as Request Name, Request ID to provide more context and better trackability to end users
Terms: - List Page Filters: Create and save custom filters on client, engagement and term list pages. - Terms Review: Various new feature to the Terms Review process including due date notifications and required field exemptions for draft reports. - Compliant Time: Links to terms from Compliant Time can now be restricted to only show terms associated with the Compliant Time integration. - Group Support: Terms now supports all types of component groups and also allows for engagement level exceptions.
Flow: - Tasks can be created conditionally in the workflow, based on standard conditions such as question answers.
Common: - In-app Documentation: Accessing documentation is made hassle-free, by providing access to the documentation from within the application. - Data Set for Matters: Find matters operation supports filtering on and retrieval of all matter fields
Mobile: - Action button labels: Native mobile app shows action button labels consistent with the application - Email Approvals: If Comments are required during approvals, the user is required to enter comments (either via UI or native app) before progressing the workflow.
Posted Dec 28, 2018 - 13:52 PST
This scheduled maintenance affected: AP (Risk/Flow AP), EU (Risk/Flow EU), and US (Risk/Flow US).