December 01, 2018

December 2018 Update: Custom Statuses and Attachments

Custom Record Statuses
Last month, we launched a feature that allows you to categorize records. We received lots of positive feedback but many customers wanted to be able to further customize statuses. With this update you can now configure your own statuses (up to 5), and customize them to better match your internal workflows and documentation processes.

A quick note: If you change an existing status, that change will update any existing record with that status. For example, if you change the “approved” status to “pre-cleared”, the new label will apply to all existing records that were labeled with the “approved” status. Additionally, if you delete an existing status, all contributions will be relabeled to your account’s default status setting.

Attachments
The notes feature on records just got more powerful. Now, when you add notes on a record, you can upload and attach files as well. Any file (DOC, PDF, CSV, JPG, XLS etc) up to 100 MB can be added to a record as an attachment.

Navigation Improvements
We adjusted the placement of a few features to improve ease of use and simplify the interface. Now, you can access the Dashboard by clicking “illumis”. And when you’d like to view, add, or make changes to monitored employees or companies, go to the “Monitoring” tab. You can find reports and other settings (including customizing record labels) in the drop-down menu under your account name in the top right corner.

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.