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8.1 version 2026/11/05

Added

  • Added Weighted risk in the Risk classification settings, with configurable Screening and Onboarding weights when both modules are active.
  • View the calculation method and applied weights in the Client risk details.
  • Added Person age, Business age, Country, Nationality, SIC code, Profession and Risk indicators filters to the Clients overview and Cases page, with minimum and maximum values for the age filters.
  • Configure Event-driven review rules in Review rules, triggered by a change to selected Client risk levels or newly included screening hits in selected categories.
  • Set a Review name when starting a Manual review or Onboarding review.
  • Rename any started Review on the Client page.
  • View the due date below the name of an active Review on the Client page.
  • View Approved, Rejected and Cancelled result icons in collapsed past Reviews on the Client page.
  • Add Contacts from the Client sidebar without a Form, with invitations sent when one or more Forms are assigned.
  • Create and select a new Contact directly from the Contacts dropdown in Add form.
  • Add a cancellation comment to a Review and view it alongside the cancelling user in the Review card.
  • Configure one Onboarding review rule with a default Form, due date and reminders, applied automatically when Onboarding is selected during Client creation.
  • Sort the Form templates table by Name.

Changed

  • Client risk is recalculated when the calculation method or weights change, while retaining Professional judgement.
  • Renamed the Overall Client risk filter to Risk on the Clients overview and Cases page.
  • Section navigation remains visible while scrolling on the Client page.
  • After scheduling an organisation for deletion, the confirmation and Settings page show the scheduled deletion date.
  • Renamed Apply to Save in the Client details dialogue.
  • Weighted risk switches to Highest risk if Screening or Onboarding is deactivated.
  • Renamed External team and External users to Contacts, and External assignee to Contact.
  • Replaced the Selected users and Available users lists in Add form with one optional Contacts dropdown.
  • Manage Contact assignments from the Form and remove Contacts from the Client sidebar.
  • The Client page shows No ID verification for Forms without verification when ID verification is enabled.
  • Added an ID verification column heading to the Review section on the Client page.
  • Open a Form template by selecting its row in the Form templates table.
  • Use Duplicate and Delete in the Form templates table, with confirmation before either action.
  • Updated interface references to use Form template consistently.
  • Moved New form template next to the Form templates card title.
  • Reviews remain expanded when returning from Client details or Form details.
  • Screening and Onboarding sub-risk values now appear as coloured text in Risk details, Risk history and Internal approval.
  • Client risk now appears as a rounded tag in the Clients table on the Home page.
  • Reviews and Risk audit details show a single risk value when the risk is unchanged or no previous value exists.
  • Client risk levels in the Review rules table are ordered by severity.

Removed

  • Removed the Screening risk filter from the Clients overview and Cases page.
  • Removed the additional confirmation dialogue when saving Client details.