These are the new features and improvements that we recently shipped:

• Recommended Portal integration guide: an overview of how to best integrate Portal in your product flow. Read more inPortal.

• Portal redirect URL: to complete an integration of Portal in your user flow, you can now specify a redirect URL to where the user will be redirected at the end of Portal.

• New webhooks: application.submitted, application.review_updated, application.status_updated. Read more inAPI reference.

• Default custom fields: create Portal with default values for custom fields.

• Conditional question (via custom fields) in Portal: show custom field input in Portal depending on conditions. Read morehere .

• Risk and breach factors highlighted on cases: risk and breach factors discovered by Scans are highlighted in cases.

  

We are introducing Segments, which allow you to group cases with shared characteristics. Use Segments for aggregated views or as targets for remediations, based on criteria like legal type, country, risk scoring, and scan results. This feature helps you manage and analyze customer data more efficiently.

We are thrilled to announce the integration of "PVID" ("Prestataires de Vérification d'Identité à Distance") solution into the Ondorse Portal!

The first provider is Checkout.'s IDV product (ex-Ubble) but reach out to us for the integration of your "PVID" provider.

We are excited to introduce two new features: Scans and Remediations. Scans allow for a comprehensive analysis of your entire customer database in a single process, identifying risk factors and compliance gaps. Remediations enable you to initiate and manage bulk actions to address these gaps, using a variety of automated or manual tools to ensure your customer data remains compliant and secure..

We implemented our new branding inside the Ondorse app, infusing our identity throughout the product interfaces to give it a refreshed and more modern look, more in line with our values and more enjoyable for our users. Green takes the lead! 🪴

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 inStock 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.