Vantage Changelog

January 26, 2023


  • Added ability to request changes on Risk Application questions in Risk Assessment
  • Added ability to comment on Risk Score
  • Added character count for comments in Oversight
  • Improved Risk Assessment commenting behavior
  • Improved Change Request functionality
  • Improved comment editing functionality in Oversight
  • Updated Review Role permissions
  • Updated Change Request logic for Risk Assessment

January 24, 2023


  • Added labels to risk assessment list view
  • Added logic for unusual change in transaction velocity
  • Added oversight access control panel
  • Added audit log and comments to risk assessment
  • Enhanced capabilities for limit exceptions
  • Enhanced risk assessment collaboration logic
  • Fixed a bug related to application status and modifications
  • Minor UI improvements and fixes
  • Added ability to comment on exceptions in Oversight
  • Added Task manager integration in Oversight

January 19, 2023


  • Fixed issues related to Document Library file handling
  • Spaces now allowed in file/directory names

January 5, 2023


  • Added support for additional filetypes in Task Manager
  • Enhancements and bug fixes for the Risk Assessment Module
  • UI quality of life improvements and bug fixes

December 21, 2022


  • Risk Assessment UI enhancements and minor bug fixes
  • Updated risk calculations
  • Updated application overview response

December 20, 2022


  • Added support for Risk Assessment
  • Enhanced question management functionality
  • Minor bug fixes
  • UI enhancements

December 13, 2022


  • Added support for additional file types in the document library
  • Minor UI bug fixes

December 8, 2022


  • Added user audit history information for files and directories
  • Enhanced Document Library permissions and functionality
  • Minor UI improvements

November 22, 2022


  • Added support for global limits within the Oversight module
  • Added ability to certify identification documents
  • Added ability to edit users
  • Added country list to questionnaire answer section
  • Added support for read only form view
  • Added support for an Organization Admin role
  • Added support to display revoked access and reactivate the user
  • Enhanced Risk Application for client and bank programs
  • Enhanced Task Manager to support viewing of linked files in browser
  • Enhanced system notification messaging
  • Enhanced UI to display an asterisk next to required form fields
  • Improved application filtering UI
  • Improved dater picker validation
  • Improved conditional field validation
  • Improved reviewer UI experience
  • Improved Questionnaire filter criteria
  • Fixed a bug where a user is unable to save an invalid entry
  • Fixed a bug where pagination was missing after filter criteria was applied
  • Minor UI enhancements and bug fixes
  • Modified Change Requests comment ordering to be ordered by date
  • Persist filter criteria after viewing a records details

October 19, 2022


  • Added oversight filtering for available merchants
  • Fixed a bug related to editing oversight limits and merchant field
  • Improved limit exception UI message

October 18, 2022


  • Added edit/delete functionality to Oversight limits
  • Added filters and pagination to Oversight settings
  • Added control monitoring
  • Enhanced Oversight user permissions
  • Enhanced Oversight limit exception details
  • Minor UI fixes

October 11, 2022


  • Oversight module launch
  • Added control monitoring pages
  • Added new role and permissions for oversight access
  • Added notifications for mentions
  • Added pagination and filters to settings table
  • Enhanced filtering capability to client selection and accounts pages
  • Fixed a UI issue related to summary section and page changes

September 8, 2022


  • Fixed an issue with task manager configurations
  • Fixed an issue with reviewer application list
  • Added additional task filtering
  • Added fields for questionnaire sections
  • Enhanced field validation
  • Added read only view role for banking users

August 16, 2022


  • Vantage launch (beta)