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


compliance updates
Last month, Compliance Week highlighted some of the compliance considerations for investment advisors (and other regulated firms) around the 2020 elections in a piece headlined “SEC ‘pay-to-play’ enforcement surge projected in 2021”. The article notes that tomorrow’s elections have spurred a massive wave of contributions - and are likely to also trigger a new wave of SEC enforcement.
compliance updates
Last month, Compliance Week highlighted some of the compliance considerations for investment advisors (and other regulated firms) around the 2020 elections in a piece headlined “SEC ‘pay-to-play’ enforcement surge projected in 2021”. The article notes that tomorrow’s elections have spurred a massive wave of contributions - and are likely to also trigger a new wave of SEC enforcement.
compliance updates
We’re continually updating our political contribution monitoring platform to better serve our customers. With the election around the corner, we’re excited to introduce our latest feature update: