November 02, 2018

November 2018 Update: Dashboard and Contribution Statuses & Notes

Dashboard View
Using the new dashboard view, you’re able to see a continuous stream of all the records added to your account across different people and companies, and organize them as needed. You can also use filters to see records detected within the last day, week, or month.

Filtering
In the dashboard, there’s additional filtering on new records, allowing you to view records that are new today, new this week, or new this month. We’ve also added filtering by status, so that you can differentiate between records you’ve already dealt with, and those you still need to review. Several new tabs allow you to quickly pull up a list of records by status.

Approval Status You’re now able to quickly mark contribution records “to do”, “approved” or “not approved” to make sure contributions have been reviewed and flag records for further investigation. Any status changes you make are tied to that record throughout your illumis account.

Notes
You can now add notes to individual records. Any special comments, additional details, or process updates can be directly linked to a record using a note. Within your workflow, use notes to indicate if a record has been pre-cleared, is under review, or is awaiting approval. The note will be attached to that record, no matter where you view it in illumis.

Please Note: This post was updated in June 2020 to reflect our company’s new name: illumis


compliance updates
For the last few months, Blucora – a FinTech company providing software solutions for wealth management and tax preparation – has waged a war against Ancora, an Ohio-based investment advisor who had acquired a minority stake in the company and sought to reconstitute Blucora’s board.
news
We are excited to announce that illumis has been named “Best RegTech Startup” in the 2021 FinTech Breakthrough Awards! The award recognizes our creativity in mitigating operational risk related to political contributions and pay-to-play risk.
news
We are excited to announce that illumis is now officially SOC 2 certified.