added

Get client profile request

We added the Get client profile request.

improved

Renamed Deactive AML Client

We renamed the Delete AML client request to Deactivate AML client to clarify that no data is deleted when AML client profiles are deactivated.

added

Reset ID document endpoints

We added new endpoints for clearing a client’s ID document data from their profile so they can re-start an Identity Verification workflow with the same document.
More information

added

Supported Physical Proof of Address documents

We added document types we support for Physical Proof of Address and how recent they need to be.

added

Document Authentication endpoint

We added the Upload client data endpoint for our Document Authentication solution.
More information

improved

Case Review Portal roles

We have updated the Case Review Portal role permisions and added new ones.

added

March release notes

Check out the Release Notes highlighting changes in March 2024!

added

Sensitivity list endpoints

In the API Reference, we added endpoints for managing your sensitivity list.

added

AML get hits endpoints

We added new versions (v4) of the following AML endpoints to enable filtering by hit type:
Get latest client hit, Get all client hits, Get investigation hits.

added

Okta Federation guide

We added a guide to Okta Federation when integrating the Case Review Portal.