We've got a new filter in Associated Parties which shows only active parties pulled in from Companies House

We've removed Onboarding Jobs from Firmcheck as we felt it was not adding value for customers

When you redo AML on a client, we now copy over existing risks from the previous determination so that you don't have to switch back and forth to see these

Bug fix: We've corrected an issue where we weren't clearly communicating Bioverify password rules

Bug fix: We've fixed a bug where AML review dates would reset in some scenarios.

We've simplified how you set a staff member to being a Manager or a Partner

We've simplified how you set an Associated Party to being a Director

Bug fix: We've removed the ability to record ID against a staff member.

When creating a new firm, you can now assign them an ICAEW aligned client risk question set

Added default Access roles for new firms

Added the Access roles component to Add staff member

Added the following Access roles to newly created staff if the Access role exists for the firm - Ability to approve and Ability to submit

Added additional filters in the Client view to filter on clients with no assigned partner, manager or business unit

Added the ability to quickly change a client (or group of clients) partner, manager or business unit

Bug fix: Further refined the IDV report

Bug fix: Renamed or removed various columns in the people CSV export.

Added a new Documents area to a client's details.

Moved the documents created for a prospect to its corresponding client details. Documents area, once they are accepted as a client.

Bug fix: The URL in the completed Bioverify email now goes to the correct location.

Bug fix: Removed the SHAREHOLDER indicator for Associated Parties as it was uneditable.

Bug fix: Resolved an issue where PEP and Sanctions checks appear as Bioverify results in a CDD summary.

Modified the Risk and CDD Level filters to include all relevant options.

Modified the relationship information for a contact in the People gallery to be more comprehensive, allowing you to see all the roles someone has to a client.

Bug fix: The URL in the email from completed Biometric verifications now links correctly to the people page in Firmcheck.

Bug fix: Removed any password inputted when submitting Bioverify request when 'no password' has been selected.

Fixed Address mismatches on the Identity Verification (IDV) screen and determination screen based on country.

Modified IDV report to remove legacy Centrix field and added Bioverify field.

Removed an awkward error message that was displaying if the prospect was opened immediately after importing them from Companies House.

Removed the conversion to PDF – now when you add supporting files in your AML workflow, they will remain in their original file format.

Removed the 'description' field and publication status when uploading a file.

Removed the unnecessary button to 'resend' the stand-alone PEP/Sanctions check.

Fix to ensure the 'view details' screen for PEP/Sanctions check works as expected.

Ensure that the Perform CDD stage for an Individual prospect retains its state after approval/rejection.

Bug fix to ensure the CDD candidate screen refreshes after switching to a different client.

Fixes to the bulk import to make importing your existing companies and individuals when you start with Firmcheck safer and easier.

We've added the ability to run a stand-alone PEP/Sanctions check on clients or prospects.

Made a fix to the AML/CFT filter on the prospects screen to ensure the filter works as expected.

Onboard new clients including full biometric checks, risk assessments, and submitting prospects for review.

Client workspace to see all completed CDD and what's coming up for review.

Settings to add staff, add business units, and manage permissions.