Product update · 4 November 2026

New KYC cases and outside-company records

A September update extended the KYC case workflow to outside companies and service providers.

The KYC case workflow gained a new case form and could cover outside companies and service providers as well as a team's own entities.

Cases organise the review: who is being checked, what evidence has been gathered and what was decided. Meeting a team's own legal obligations remains its responsibility.

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