2024-11-19 Release Notes
🪀 Optimization and Bugfix
Added Company Actual Controller Information for Corporate Accounts
- On the offline account opening and KYC review pages, the company structure module now includes new fields for the company's actual controller.
- When the "Entity Type" is set to "CRS101 = Passive Non-Financial Entity with – one or more controlling person that is a Reportable Person", the "Company Actual Controller" field becomes mandatory.
- Supports adding/editing/deleting multiple actual controller entries.
- Path: "KYC" -> "Account Opening Review" -> "Account Opening List"
- On the offline account opening and KYC review pages, the company structure module now includes new fields for the company's actual controller.
Easily Modify BCAN Validity Status
- In the back office, the validity status of BCAN for HKIDR and North Trading can now be manually modified in bulk, setting it to either "Active" or "Inactive".
- Path: "Account Management" -> "BCAN Code"
- Permission: account.update_bcan_validity_status
