by Jonathan Spiteri

November 06, 2023

Version 8.12

InScope-AML version 8.12 will start being rolled out to our cloud environments in early November 2023. On-premise environments will receive these updates shortly after and may be updated along with previous versions.


Self Service Portal updates

Clients which have the premium Self Service Portal feature enabled are now able to customize the Self Service Portal from their own user interface.

Admin users will now be able to:

A new screen has been introduced for Admin users called Manage Self Service.

By clicking on this, admin user is directed to a new screen as shown below. One may click on any of the Edit buttons to update the Self-service portal branding, email templates or security feature, and on the Privacy Policy or Terms and Conditions, which will then redirect to the respective screen.

Branding Screen

Colour codes for the Self-service portal and the email templates need to be provided in the form of a Hex Colour Code.

Logos need to be uploaded specifically with a size of 61 x 219 pixels and in a .png format.

The Master Email Template shall be kept as is unless there are specific requests in the way the format of the email is structured.

Email Templates

Email templates will need to be updated by administrators to brand them with the company’s information and company name.

It is advisable that the the Subject of the email is changed to display the company’s name.

When updating the HTML Body and Text Body , they should be both updated whenever a change or addition in the email body is required.

Privacy Policy and Terms & Conditions

The two screens are identical in the way they operate; therefore what is referred to for the Privacy Policy here, also applies to the Terms & Conditions.

An admin user can enable or disable a Privacy Policy from being displaying on the Self Service portal screen by the end user.

In order to add a Privacy Policy for the first time, the user would need to click on the dropdown and select “New Version” as shown below:

The admin user would then be able to draft (or paste the Privacy Policy) into the text box and can then press Save. Once a Privacy Policy is saved, it cannot be edited, but a new version will need to be created every single time. This is because a history of each Privacy Policy is retained within the system with the date & time of when it was last saved.

Security Settings

Here admin users can change the default settings for:

Changes to the Self Service Portal log in screen

A small change has been made to the Self Service Portal screen when the end-user is logging in into the system. The Privacy Policy and T&Cs have now been introduced as links which would direct the user to a screen displaying the policies as inputted by the admin user. The user would need to tick all of the Privacy Policy and Terms & Conditions before being able to access the portal itself.

Minor changes

There have also been a small number of minor changes to the system, such as:

Bug Fixes

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