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      Release Notes - October 07, 2025

      Updates, Enhancements and Bug Fixes

      Summary 

      This release focuses on usability and integration improvements across modules. Users now receive in-platform notifications for new release notes, and the Comply platform was integrated into RMS for unified compliance management. The Market module introduced clearer BOS process messaging, and additional data columns in reports.  Clients have better access to due-diligence information. Comply now alerts users when a business is under recertification and includes fixes for certification and document-management issues. In Control, role counting in the Permissions section was corrected.  

      General 

      • We added an in-platform pop-up notification to announce new release notes. This keeps users informed and up to date with the latest features and improvements.  
      • We added the Comply platform inside the RMS platform. This integration streamlines access and allows users to manage compliance tasks directly within RMS for a more unified experience.  

      Fixed Bugs in General 

      • We fixed a bug that displayed the wrong screen after users changed their password. Now, after completing the password reset process, users are correctly redirected to the login screen.  
      • We also fixed an issue that prevented the login screen from loading after clicking the Go Back to Login Page button on the password reset request page.  

      Market 

      • We added a confetti animation to the Confirm Accept Bid button on the portfolio page. This visual update celebrates successful bid confirmations, creating a more engaging and rewarding user experience.  
      • We added a pop-up message that appears when an auction closes while a user has a portfolio open. The message informs the user that the auction has ended and, once acknowledged, redirects them to Portfolio Manager page while preventing any further actions on the portfolio.  
      • We added the {OriginalForwardFlowCloseDate} BOS token to automatically insert the first Forward Flow Close Date, making document generation faster and more accurate.  
      • We added a “Requested by” quick filter to the Request page to make it easier and faster for users to find requests created by a specific requestor.  
      • We added a new Face Value column to the accounts grid in the Post-Sale Report for PIF/SIF account types. We also added a Put-Back / Buy-Back column to the Buy-Back card on the Post-Sale page. These new columns provide users with more detailed information and a clearer view of their accounts.  
      • We added a Due Diligence button to the Unmasked Data menu on the Seller’s Portfolio Detail page, giving users quicker access to essential information for better decisions.  
      • We updated the BOS process to display a clear “Next Step: …” status to sellers after the requesting of e-signature by internals, instead of showing only the technical BOS E-Signature History component. This makes the process easier to understand and helps sellers track their progress more intuitively.  

      Fixed Bugs in Market 

      • We fixed a bug that incorrectly displayed the Awaiting Service Fee filter in the Pending Funding card on the Portfolio Manager page for Direct Clients.  
      • We fixed a bug that displayed an incorrect status after the buyer confirmed the funds. Now, when buyers have confirmed their funds, users will correctly see Waiting for Seller’s Funding Confirmation.  
      • We fixed a bug that prevented the calendar from being properly displayed in the date options of Post Request Creation. It now shows the standard calendar.  
      • We fixed an issue that kept the Confirm BOS button enabled to internals even without an uploaded executed BOS.  
      • We fixed an issue that caused an error when users tried to upload a file without providing an answer in the survey. The system now handles this scenario correctly.  

      Comply 

      • We added an alert message to the Third-Party Repository to notify external users when a business is currently undergoing recertification. When accessing the Third-Party Repository, users will now see an orange alert stating: “This business is currently undergoing recertification.”  

      Fixed Bugs in Comply 

      • We fixed a bug that caused an error when opening the Skip Tracing While Collections – Fillable form after initiating a certification and generating due diligence. Users can now properly download the due diligence file without errors.  
      • We fixed a bug that prevented the certification completion percentage from updating when a document was requested inside a section. Now, the percentage correctly decreases when a document is requested and updates as expected.  
      • We fixed a bug that caused documents requested inside a section not to appear in the Missing Documents report.  
      • We fixed a bug that sometimes caused an error boundary message to appear when approving a certification. The approval process now completes smoothly without displaying any errors.  
      • We fixed an issue that sometimes prevented external users from seeing documents uploaded to them by internal users.  
      • We fixed an issue that prevented the system from updating the file count on the card after a file was accepted.  

      Control 

      Fixed Bugs in Control 

      • We fixed a bug that caused the Roles section in the Control Panel (Seller Client > Permissions > Roles) to display counts across all customers instead of only the selected one. The system now correctly shows role counts specific to each customer.  

      Release Note 20251007