Version 6.1

Back to Product Updates What’s new New Permission Levels InScope-AML now supports two new permission levels – Set Serviced Clients and Close Entity External Searches. The Set Serviced Clients permission allows users to set the relationship status for a client to Serviced or Occasional Transaction. Users who do not have this permission will only be able to set the relationship […]

Version 6.2

Back to Product Updates What’s new Documents User Interface Improvements The Documents screen at entity level has been updated to be easier to use. The documents grid now displays all required and optional documentation that is missing, in addition to documents that were already uploaded or attached. The new grid within the Documents tab. The […]