You can import your stock of cases by uploading a CSV in Ondorse.

Once imported, you can re-run the imported cases via your workflows and tasks.

Read more in Stock import via CSV

We released a feature that lets you collect additional documents, even after onboarding.

Find below a demo of the feature:

This comes with a set of webhook events that can be used to automate the sending of emails: collect.opened and collect.closed.

Ondorse case manager got a new sidebar 🎉. It brings an easier navigation into Ondorse's features:

• Applications: all the Applications in your account
  • My applications: the applications that you are assigned on
  • Needs action: the applications with the status Needs action, ie that requires human action
• Dashboard: an overview of the risks and KYC operations
• Portals: all the Portals that are open
• Tasks: the tasks that have been run on applications. You can filter by task type.
  • My tasks: the tasks run applications that are assigned to you
  • Needs action: the task with the status Needs action
• Workflow : visualise and configure your workflow
• Webhooks: create and edit Webhooks
• Risk: visualise and configure your risk matrix
• Automations: visualise and configure the automations setup for your account
• Conditions: visualise and configure the conditions used to parametrise your workflow
• Custom fields: edit the custom fields
• Expected documents: edit the documents that are expected in Portal
• Dynamic links: configure the dynamic links on your account
• Users: view and add users to your account

The documents that are expected in Portal can now be configured in the application user interface.

You can now edit the automation rules directly in the interface. Automations allow you to configure risk level rules or approval permissions.

The risk rules are now editable in the interface.

Your workflow is now editable from the interface. 🎉

See the demo below 👇

We released a new view for tasks that makes easier to distribute the work among your team.

The shareholder role was added to better describes the shareholding structure.

Documents now have an expiry date. This date can be used to be alerted about expired documents.