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Release Notes October 5, 2020

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BRR Enhancements Removed most of the text from the Foreign Influence tab of the Manage Disclosures section as we prepare to re-work this tab Updated the title of the Summary Page which appears during the ‘certify’ step of the disclosure process from “Default Management Plan” to “Management Plan” Updated the ‘For Business Transactions’ paragraph in […]

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Release Notes September 28, 2020

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BRR: Enhancements Updated information on the Training Confirmation page of BRR to include Foreign Influence details Added a new Foreign Influence page to the training section of BRR Added a new Foreign Influence tab to the navigation links at the top of the BRR page which will allow individuals to navigate to the Foreign Influence […]

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Release Notes September 11, 2020

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BRR New Features Added a new tab for Foreign Influence to the Disclosure process A banner has been added to the top of the home page announcing new Foreign Interest changes Added a standard management plan contact statement Updated Training information to add Foreign Influence details Bug Fixes Corrected and updated details, mostly related to […]

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Release Notes July 23, 2019

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UCV Various SOM CV Format fixes FMS When adding Role Assignments, the Rollup checkbox now defaults to checked Home page optimizations Added auto-match button to the Reconciliation screen Fixed issue with auto-save creating duplicate records Fix for the Chartfield being cut off in the Quick select screen on the Transaction page BRR Fix for links […]

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