Release v6.16

This Release updates the below modules

1. Core
2. Portal
3. Smart UI

Main updates as follows

1. Core updates to be able to manage

   • Better handle individuals who have an ownership interest across multiple businesses
   • Ability to refresh risk scorecard on demand
   • Ability to replace and expire previous AML searches
   • IDV checks with both live photos and videos

2. Portal updates to

   • enable ability to send a Smart UI link to individuals identified through an ownership query - in beta with select customers
   • Ability to save customer information in portal without confirming consent
   • Resolved redirect issue when setting password

3. SmartUI

   • Enabled upload of larger file sizes
   • fix to address errors with some file uploads and mime types

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KYB - Send Smart UI link in Portal (Beta)

Following an ownership query (UBO or Single Level business report) a Business' Owners, office holders and Beneficial Owners are displayed in Frankie Portal within the owners and office holders tab.

From here, we have enabled the ability for you to trigger a smart UI link (to send via SMS) to KYC any individuals of interest

NOTE: To use the send list feature, you will need to:

1. Move or use our SmartUIv4 - https://apidocs.frankiefinancial.com/docs/migrating-v3-to-v4
2. Work with our Customer Success team to config settings for the SMS and SmartUI within our portal