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Version 1.18.0 Release Notes

Enhancements

Benchmark Flag on Origination reports

Users now get a new output in their Excel & CSV exports indicating when a benchmark score is used in our risk intelligence report. 

benchmarks_used

Active Directorships

Users can now see all other active directorships of each current company director on the platform, PDF exports, and API outputs.
If the director has no other active directorships, you’ll see a message stating ‘no other associations.

Financial Filing types, Consolidation Codes

Users can now see the financial filing type and consolidation codes, displayed, where applicable, on all single company reports, making it easier to identify the specific type of filing.

Below is a list of consolidation codes you’ll see on the financial overview:
    • Consolidated
    • Unconsolidated
    • Limited Financials
    • No Financials

2024-06-14-RC-filing-type-consollidation-code

Codat Company Search: New customer Journey

Users can now search for companies with our Codat integration directly within the platform interface, aligning the user experience to that of our platform's search function.
This improvement streamlines the customer journey for users managing high volumes of companies.

2024-06-17-codat-new-journey

Company Search: Latest Financial Period

Users can now see the last_annual_accounts_date included in our API's company search endpoint. This variable displays the latest financial period for the company available, allowing users to make an informed decision whether they want to generate a new report based on data availability
This feature is a custom function. Contact your Account Manager for more information.

last_annual_accounts

Other Minor Enhancements

Misc. UI improvements on the platform.

Other Bugfixes

Routine stability and reliability tweaks.