Functional/Feature changes
1. 3rd Party - A new option set is added in the 3rd party type as ‘Employer’
2. Vulnerable Circumstances - in the member form under Background tab is where the user can record the status of vulnerability and check any previous recorded vulnerability.
This improvement will help you better identify, track, and address potential risks for the clients.
Key benefits of the new feature:
- Improved visibility: The feature provides a centralized location for capturing and tracking client vulnerability information.
- Enhanced compliance: The feature helps us comply with industry regulations and standards related to vulnerability management laid down by FCA.
- Business Intelligence: This also allow us to check multiple dashboards so that advisers can maintain better client service by understanding their needs.
3. ID (Data Feed) - We have increased the length of string to 4000 characters
4. Recurring Transaction - Under the Categories, we updated one of the options set to Private Parking
5. Enhancement to LOA Status Tracking - we've added a new option called "Sent to Investor" to the LOA Status dropdown.