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Enhancement Configuration for KYC Reliance

We are pleased to announce the release of our new KYC Reliance enhancement. This provides a powerful framework for you to configure how KYC Reliance is applied during your Underlying Principal onboarding journeys.

Enhancements to Managed Relationship Details task

We've enhanced the Managed Relationship Details task wtih the same UX we recently release for Agency Request Details. This will make it clearer for users when there are mandatory Data or Document requirements outstanding and guide them to the area requiring action by highlighting the Managed Relationship, tab (data/docs) and requirements that still need to be captured.

Enhancements to Agency Tasks

We've delivered some usability enhancements to guide the user through mandatory inputs in the 'Agency Request Details', and to enforce the limit of 20 funds in the ‘Add Parties to Request’ task.