p.drp

Up to date information about the system can be found here: https://status.detected.app/

Dashboard Changes

Features

Request more information

We have added the ability to request for more information from a company that has been added to the dashboard. This is accessible within the company profile in the top right hand corner

The 'More Options Panel' which is available with in a profile on the dashboard in the top right hand corner



Clicking on the 'Request Information' button will open the current configuration which is set for this company. From here you are able to add any additional items to the already existing configuration. Once saved the client will be able to log back into the portal and see the new outstanding actions to be completed.

Notes

The ability to add and store notes against a profile on the dashboard has now been added. Found in the 'More Options' section of the company profile page.

The 'More Options Panel' which is available with in a profile on the dashboard in the top right hand corner



This will allow people who look and review profiles to store information against the profile without needing to use outside resources to keep track of things that have been reviewed or important information that someone wishes to attach to the profile.

Inside the note block, we have allowed the usual HTML formatting tools to help make the notes richer and handy if other things need to be linked from outside or to point something out.

This is an image showing the window for adding text based notes to a company profile.



Profile Alerts

We have added profile alerts to the dashboard. This feature will allow people to see all the various changes that have happened to the profiles added to your account. These range from updated ID verifications to new avderse media checks or sanctions being found.



This is an image that shows an example of a profile alert on the system. It displays a new Adverse media and Profile status change alert.



Fixes and Improvements

• Added the ability to use HTML markdown text for document descriptions
• Fixed a defect where documents were being referenced incorrectly
• The Audit log has been expanded to include more actions done on the portal
  • This is accessed with in a profile in the 'More options' button

Onboarding Portal

Features

• We are busy working on amazing new features, check back soon for more info!

Fixes and Improvement

• Translations for French have been fixed in a few locations
• Added a 'State' field into the person detail sections to caputre this information as part of address
• Added a 'Professional Profile' field to the person detail sections to caputre any professional profile links such as LinkedIn



API

Features:

Request more information:

The request for information for companies uses the same time of JSON as it is for default and group scope management with the added

"scope": "company"

"detected_reference": "<detected reference number>

prior to defining the config you are wishing to set. Using the API over the GUI is more powerful as you can completly alter the the entire config where as in the GUI you still are based on the rules of the origionally set config. Details on the complete configuration of this or any of our other API's can be found in the API documentation which is noted below.

Notes:

We have added a new API to the platform to add notes to the company profile. This is a simple POST API with a basic entry of JSON to add to your notes, HTML formatting into the notes is also possible so that these elements will appear when viewed using the GUI.

and example of the JSON:

{
	"notes": "Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text."
}

Using the usual Bearer security token and detected_reference to attach it to the relevent company profile account the note can be retreived from the company profile. Details on the complete usage and configuration of this or any of our API's can be found in the API documentation which is noted below.

Profile Alerts:

With the addition of profile alerts being added in this release there is of course a way that we have implemented it into the API system we have built. Using a GET to /profiles/notification with your private or Auth0 Bearer Token you will have a return of all the profile alerts in the following form displayed in this example of a profile status change.

{
	"data": [
		{
			"id": "<notification ID>",
			"detected_reference": "<detected reference>",
			"customer_reference": "<customer reference>",
			"company_name": "<company name>",
			"type": "api",
			"alert": "ProfileStatus",
			"alert_name": "Profile Status Change",
			"change": {
				"path": "profile.status",
				"current": "updated",
				"previous": "complete"
			},
			"created_at": "<Date and time>"
		}
	]
}

Fixes and Improvement:

• Document related API's have been altered to better reference the companies they are attached to. Please check on the API documents is you use these documents.