We're excited to share the latest improvements to Ondorse:

🎯 Document collection tracker

Visual overview of document collection progress - Now available in the Documents tab of each case, giving you instant visibility into which documents are collected and validated. The new workflow task automatically blocks cases with missing required documents, ensuring compliance by design.

📊 Portal request tracker

Track all customer requests in one place - Monitor the progress of onboarding requests, document collections, and identity verifications sent to customers. Easily identify stalling cases to take proactive action and improve completion rates.

🤖 AI-assisted rule builder

Build compliance rules using natural language - Express your risk rules, automation rules, and activation conditions in plain English and let AI translate them into working code. No technical expertise required - just describe what you need in plain terms.

⚡ Workflow builder improvements

Enhanced task organization and icons - Newly categorized task selector with intuitive icons makes building workflows faster and clearer. Tasks are now organized by type (enrichment, screening, verification, etc.) with visual indicators.

🔧 Additional enhancements

Self-Serve Role Management - Qualified Reviewers can now manage team member permissions independently
Drag-and-Drop Custom Fields - Reorder custom fields easily without manual positioning
IDV status webhooks - New identity_verification.updated webhook for better integration capabilities.
Various UX improvements on the Portal

These updates focus on improving user experience, reducing manual work, and giving you better visibility into your compliance processes.