New AML onboarding integration with Credas

Omnitrack, VinciWorks’ end-to-end AML client onboarding solution, continues to simplify the onboarding experience with a new direct integration with Credas. This powerful combination offers direct access to Credas’ extensive database without leaving your existing tools. No matter the market or sector, the Omnitrack-Credas integration enables you to effortlessly streamline your onboarding process using market leading-technology to revolutionise the way you manage compliance and due diligence.

Bug fixes

• Fixed an issue where there was no way to dismiss ‘Select all’ on the submissions view.
• Fixed a typo on the timeline for automation events.
• Fixed an issue where the count of fields within in a form section was showing an inaccurate number.
• Fixed an issue where untitled section headers exported to CSV were breaking reports.

Export Audit Trail to CSV and Public API Support

We have added the option to download the complete audit trail in CSV format, making it easier to generate reports and integrate your data into third-party systems. As an admin, you can navigate to “Audit Trail” and click the ‘Export to CSV’ button at the top of the page.

Whether you need to analyze historical data, perform in-depth audits, or create comprehensive reports, this feature simplifies the process. With just a few clicks, you can export your audit trail in a format that’s easy to work with and compatible with popular analytics and reporting tools.

But that’s not all! We’ve taken it a step further by providing support through our public API, giving you the flexibility to automate and customize the export process. This means you can seamlessly incorporate the audit trail data into your existing workflows and systems.

Bug fixes

1. Fixed an issue where clicking into “Users” > “Form history” was showing a broken status field.
2. Fixed an issue where setting a scoring field to admin only would prevent the equation from saving.
3. Fixed an issue where dates were not being formatted properly in user lookup fields.

Enhanced Audit Trail with Email Events

With this enhancement, every time an email is dispatched, whether manually or through automation, we will automatically record an “Email Sent” event on the submission timeline. This update ensures that administrators have a clear, detailed record of when emails are sent and to whom they are addressed.

Enhancements to the Omnitrack –> WorldCheck integration

With this update, we’ve expanded our capabilities to include organization checks directly from Omnitrack, leveraging the power of the Worldcheck integration.

Previously, users were limited to running checks on individuals, but now you can seamlessly perform organization checks, broadening your scope of compliance and risk assessment. Whether you need to verify a business entity or an individual, our integration has you covered.

In addition to these functional improvements, we’ve also implemented design changes to enhance the interface’s user-friendliness. We believe that intuitive navigation and a clean layout are essential for efficient workflows, and we’re committed to delivering an exceptional user experience.

Bug fixes

1. Fixed an issue with Lookup fields where the submission status subfield was displaying an ID instead of the field name.
2. Fixed an issue where in some cases the “Create new submission” action was missing from the end user view.
3. Various bug fixes for the WorldCheck integration.

AML onboarding integration with World-Check

We are currently working to improve the VinciWorks’ end-to-end AML client onboarding solution (Omnitrack) to simplify the onboarding experience with a new direct integration with World-Check. This powerful combination offers direct access to World-Check’s extensive database without leaving your existing tools. See the full blog

Bug fixes

• Fixed and issue where duplicating automations caused the corresponding emails to act as one.

Introducing Helpful Tooltips for Form Options

Now, when you’re presented with options to select from, you can hover over each option to reveal an inline tooltip that unpacks any acronyms or provides detailed explanations.

This feature is incredibly useful when dealing with complex regulatory matters like DAC6, AML, and other technical subjects where guidance and context are crucial. Instead of relying on external links for guidance, you can now access detailed explanations right within the form.

As an admin, you can add tooltips to a field via the form builder by clicking on the settings icon and toggling on the tooltip option. Note that tooltips are not available for every field type.

Enhanced Reporting Feature for Custom Time Periods

We are excited to introduce a powerful new feature to our report system that puts you in control of your data analysis. With this enhancement, you now have the ability to generate reports based on specific calendar dates, making it easier to analyze data for monthly, quarterly, or yearly periods. You can access this feature by navigating to “Reports” >> “Edit Report” >> “Filter” .

Automatic Currency Conversion

Now, you can effortlessly manage forms and workflows with users around the world, regardless of their preferred local currency. With this enhancement, you have the power to set up rules, logic, and automations based on your chosen currency, making your tasks more seamless and efficient.

Here’s how it works: as an admin, you can define rules and thresholds, like “if the gift value exceeds 50 GBP, send to ‘Needs Review’ status.” Meanwhile, end-users, located globally, can input amounts in their local currency, such as USD, and our system will perform real-time currency conversion to GBP, ensuring accurate and consistent data across the board.

Automated email notifications to users named in lookup fields

You can now set up an automation action to “Send Email” to the person named in the user lookup field, just like you can with the “Share with” action. For example, when a gift moves on to the next stage of approval, the line manager will receive an email notification, keeping them in the loop. This means that line managers are always informed and can take action when needed. Say goodbye to manual notifications and hello to a more seamless approval workflow with this enhanced user lookup field and email automation action!

Bug fixes

• Fixed an issue with setting a first time password on a new account.
• Fixed an issue with visibility logic where “Is not blank” didn’t work.

Effortlessly Duplicate Sections

We’re thrilled to announce an innovative addition to our form builder: the ability to duplicate sections. Now, crafting forms becomes even more efficient. Simply select a section header and choose to either duplicate the header itself or duplicate the entire section. Opting for the latter duplicates the entire section along with its fields up to the next section header, and seamlessly places it after your chosen section. Even if your form lacks additional section headers, the duplicated section will be thoughtfully positioned at the form’s bottom. This feature empowers you to streamline your form creation process while ensuring every detail remains intact. Elevate your form-building experience today with our enhanced section duplication feature!

Empower Your Workflow with Automated Form Field Updates!

We’re excited to introduce a dynamic enhancement to our automation toolkit – the “Update Form Field” action. Now, streamline your processes by automating field updates within your forms.

Here’s how it works: when a form is submitted, you can seamlessly trigger an action to update a designated form field. Imagine, upon submission, instantly marking the “Done?” field as “Yes.” It’s that simple! This feature gives you the power to eliminate manual updates, ensuring your data is always accurate and up to date. In addition, any changes made to you form via an automated field update will be tracked in the timeline for auditing purposes. 

Bug Fixes

• Fixed an issue where external users were not receiving their registration invites.
• Fixed an issue with exporting submission to PDF when using a “single submission” report.

Group Users by Channel for Enhanced Organization

With the latest update, you can effortlessly create groups based on the channels through which users were added. For example, you can group all users added via API, simplifying your organization and access control.

Display Subfields in Submissions Grid View

Subfield data now displays right within the grid, without the need to dive into individual submissions. This empowers you to make informed decisions swiftly and streamline your data analysis process. A subfield will appear in the grid by displaying the field title followed by the key field it belongs to. For example, in the image below, the form has a key field called “Select a user” which returns the users first and last names as subfield.

Bug Fixes

• Fixed an issue where some user were experiencing long loading times on certain pages.
• Fixed an issue where submission reference IDs were not appearing in the “thank you” message after submitting a form.

Design improvements to the form builder!

With the latest release, you can now perform bulk actions with ease. Simply select multiple fields, and a new intuitive bulk action menu will appear, enabling you to mark them all as required or set their permissions to admin-only. Say goodbye to repetitive tasks and hello to increased efficiency!

We’ve also made organizing your form a breeze. A field count is now conveniently displayed at the top of your screen, giving you an instant overview of how many fields you have in your form. Plus, you can now reorder sections within fields by clicking on “Re-order Fields” and simply dragging and dropping section titles. This enhancement empowers you to customize your form layout with just a few clicks.

Bug fixes

• Fixed an issue where CSV downloads of submissions were blank for restricted form admins.
• Fixed an issue where clicking the “view changes” link on the timeline showed a blank dialog in some cases.
• Fixed an issue where deactivating a user was returning a 500 error.

Additional reports features

Dynamic Placeholders in text widgets

Create personalized reports effortlessly by adding dynamic submission data to your text widgets, automating the inclusion of client-specific information in your reports. Say goodbye to manual editing and hello to streamlined report personalization. Use this feature in your text widgets by putting brackets around a field name as seen below.

Reports list upgrades
We’re excited to introduce two new enhancements to our reports grid! Firstly, we’ve added the “Form Title” column, providing users with clear visibility on which form each report is associated with. Additionally, we’ve implemented the much-requested feature of persisting sorting and filtering on the reports grid, ensuring that your preferred sorting and filtering options are maintained even when navigating away from the grid.

Bug Fixes

• Fixed an issue where bar charts were not displaying aggregated data correctly.
• Fixed an issue where some users were receiving an “access denied” message when they should have access to a form.
• Fixed an issue where status fields were displaying IDs instead of field name