March 01, 2019

March 2019 Update: Address Filter And Preclearance

Preclearance lists
You can now integrate preclearance data into illumis. Use the Preclearance tab to add and store contribution requests to the platform, helping keep your workflows streamlined and centralized, and easily share data across the team.

In the next few months, we’ll be adding additional functionality to automatically match pre-cleared contributions directly to records detected, letting you quickly and easily reconcile records in the platform.

Exclude contributor addresses and employers
Customers can now exclude false positives using address or employer information on the record. For example, if you’re monitoring a common name like Andrew Allen, and know the Andrew Allen in Westbury isn’t the person you want results for, you can set up a filter to remove results for addresses in that city. Here’s how:

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


compliance updates
A new Bloomberg report alleges the SEC is investigating the relationships between the $66 billion Pennsylvania state pension fund and major investment managers. The SEC issued a subpoena this month to gather details on gifts exchanged between major firms such as Blackstone, The Carlyle Group, Morgan Stanley, Apollo Global, and Hamilton Lane, and executive members of the state pension fund.
compliance updates
We’re continually updating our political contribution compliance platform to better serve our customers. We’re excited to highlight the newest functionality in our latest feature update.
compliance updates
We’re continually updating our compliance platform to better serve our customers. We’re excited to highlight the newest functionality in our latest feature update.