Update: 5/11/2026

Highlights

• Automatic Birth and Marriage Certificate Reading – Upload your Birth and Marriage certificates and have the relevant data extracted automatically instead of filling manually.
• More Next Task Fixes – Fixed messages and next tasks in various scenarios.
• Legal Entities export – The list exports a real CSV, like the Individuals list.
• Resend on active VOIs – An active verification, including a child request, can be resent.

Improvements

• Transactions
  • The offer to move to the latest versions shows above the tabs after amending a transaction.
  • The preview drawer shows the real number of entities, individuals and businesses.
  • Create Report can find any transaction, not only the 25 most recently updated.
• KYCs
  • Verified people stay Matched when information is requested, and the “Information requested” tag shows when SoW/SoF is requested remotely.
  • Source of Wealth and Funds answers are put up for review at every risk band, not only EDD.
  • The Next step card no longer says “Due diligence complete” while the identity is unresolved.
  • Client Authorisation Form – Shows for legal accounts as well as conveyancing, and Create VOI waits until the form has uploaded.
  • Abandoned KYCs show as Abandoned on the legal entity, not Failed.
• KYB
  • Remove a manually added party – New button on the legal entity record.
  • Blocked shareholder unwraps can be completed by hand – For a shareholder we can’t retrieve (unsupported registry, no registration number), with no charge, and its structure task closes.
  • Corporate trustees below a client record are looked up when the structure isn’t in a transaction.
  • Archiving a person excludes them from the companies they still hold roles on, and the ownership chart drops them.
  • Small ownership graphs fit on one PDF page.

Integrations

• Apps – Only an app’s publisher can link an OAuth client or API key to it, and every credential and webhook needs an app.
• Google Maps – Every lookup goes through one service with a shared cache.

Fixes

• Billing amounts in AUD – Usage and billing show dollar amounts such as “$3.00” instead of credits.
• KYC
  • Names – A new VOI after editing a name, or after revoking a previous request, uses the latest first and middle names.
  • Screening remediation – Missed screening matches reopen as monitoring findings with one review task per party, and Dow Jones monitoring is restored.
• KYB
  • UBO totals and the beneficial owner report pages are fixed.
• Billing
  • Removing a saved card in Stripe no longer silently stops invoicing.
  • Stuck usage charges keep retrying until they settle, instead of staying off every invoice.
  • Plan changes resume after a pricing change, and a parked plan change finishes once its invoice is paid.
  • Invoices whose Stripe payment was cancelled are repaired instead of staying unpayable.
  • Enterprise split – A parent invoice holding only a volume discount no longer fails the renewal.
• Records – The not-available page says we can’t find the record, instead of saying it exists and is hidden.
• Reliance – The adopted-decisions banner is readable in dark mode.
• API docs – No longer list notes and auditLog on individuals and legal entities, which no read returns.