5.7 version 2023/07/11

Added

• Added the option to create preview cases.
• Added the option to turn a Preview case into a Full case.
• Added the simplified user interface for preview cases.
• Added the billing for preview cases.
• Added the Status column to the Cases page.
• Added unresolved risk to the Risk column in the Cases page.
• Added a button to turn a Preview case into a Full case in HubSpot's Pascal card.
• Added the connection for manually created reports in HubSpot cases to be added automatically to the HubSpot contact page.
• Added the setting in Policies to set default enabled sources when creating new cases.
• Added the option to set policies specific for Preview cases.
• Added automatic email to send to users when an order has been made or changed.
• Added the Organisation tab in Settings.
• Added the step when creating a Paid or Trial account to fill in Billing details and Payment method.
• Added the option to select datasets when creating an account.
• Added the option to select a monitoring frequency when creating a Paid or Trial account.
• Added an order summary when creating an account.
• Added the option for Free accounts to use the datasets OpenCorporates and PEP Desk.
• Added the option for Free accounts to changed the datasets the environment uses.

Changed

• Changed the name of the Status column to Resolved in the Cases page.
• Changed the default case type of HubSpot cases to be a Preview case.
• Changed the price of archived cases to be 0EUR.
• Changed the contents of emails send by Pascal.
• Changed that unassigned cases can now be assigned by anyone in the environment.
• Changed that users with the role Owner or Admin can assign cases regardless of the current assignee.
• Changed the location of non-search related policies to the new Organisation page.
• Changed the name of the Policies tab in Settings to Search Policies.
• Changed the number of cases that can be created in a Trial account from unlimited to 500.
• Changed the option to create a new organisation to be possible for everyone.
• Changed the behaviour of changed policies, to not affect Preview cases and Archived cases.

Removed

• Removed the option to include case reports in the client report, when no cases are attached to the client.
• Removed the setting to only receive hit update notifications when the risk changes. Now, there is only the option to receive notifications when changes occur in included hits.
• Removed the None monitoring frequency option from the Monitoring card in the case overview page, as the Stop monitoring button can be chosen to stop monitoring.

Fixed

• Fixed an issue where the Monitoring page took a long time to load when the user has many monitoring cases and monitoring reports.
• Fixed an issue where opening a monitoring report took a long time to load and could crash when the report has a lot of monitored cases in it.
• Fixed an issue where the total unresolved hits graph in the Statistics page only showed the information of one user instead of all selected users.
• Fixed an issue where deleted cases counted towards the resolve progress the attached client.
• Fixed an issue where email validation wasn't always checking the inserted email address.
• Fixed an issue where double spaces in the name column of an import file weren't merged into one while searching the case, while the front end showed it as one space.
• Fixed an issue where the API dialog couldn't be opened again after closing it.
• Fixed an issue where changing the case name did not trigger a warning if that case already existed.
• Fixed an issue where the option to include passport information in the case report was visible while the passport verification service was turned off.
• Fixed an issue where not all monitoring frequencies could be chosen in the case overview in specific circumstances.
• Fixed an issue were information about passport verification wasn't visible after editing the case.
• Fixed an issue where importing cases from a .csv file was not working when the de-duplicating setting was chosen.
• Fixed an issue where case reports weren't posted in HubSpot when the case name included a '/'.
• Fixed an issue where the resolved cases filter wasn't working in some situations.
• Fixed an issue where the date filter sometimes selected the wrong dates when choosing one of the quick filter options.
• Fixed an issue where switching between months in the date selector wasn't switching if clicking too fast between months.
• Fixed an issue where the passport fields weren't prefilled when you would edit the passport information.
• Fixed an issue where selecting an address didn't open the map.
• Fixed an issue where importing users wasn't possible if a row was invalid.