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


news
We started Vigilant with a clear problem in mind: government records are far too difficult to access. This impedes transparency, and makes it harder for people who need access to this information to do their jobs. Over the last four years—whether it’s wrangling antiquated databases, messy archived documents, or records scattered between hundreds of balkanized datasets—we’ve worked to enhance transparency and make it easier to access public data.
compliance updates
We’ve been working closely with our customers to build a more streamlined political contribution monitoring system. Today, we’re excited to introduce the newest release on our political contribution monitoring platform: preclearance record matching.
compliance updates
We’re excited to announce we’ve added a streamlined, fully-customizable preclearance tool to illumis’ political contribution monitoring solutions. Our preclearance feature ties political contribution preclearance data and monitoring data together in a single workflow for the first time, enabling significant automation to save time and improve processes for compliance teams across the financial services industry.