We are excited to announce that the case list now features a dedicated identifier column and enhanced filtering options.
What’s new:
-
Identifier column: A new “Identifier” column on the case list displays Customer IDs for onboarding and monitoring cases and Payment IDs for payment screening cases. Icons next to each identifier indicate their type (payment, person, company, or undefined) with helpful tips on hover.
- Enhanced search with Payment ID: In addition to customer name or ID, now you can also search Cases using Payment ID. This feature is available both through the API and the UI.
- Case filters:
New options allow filtering of cases by the recently released Acquisition Source.
Also, now you can filter cases that have no labels associated with the customer.
Key benefits:
- Customer / Payment identifiers are a standard element in search results, enhancing clarity and speed of remediation.
- Case list is ready to support payment screening cases.
- Expanded filtering enables a wider range of use cases with acquisition sources and label-based searches.
Release details:
Go-live date: October 31, 2024
These updates are automatically available to all users.
If you have any questions, please contact your Customer Success Manager or our Support team at support@complyadvantage.com.