illumis Compliance Product Updates — Junearrow_forward
We’re continually updating our political contribution monitoring platform to better serve our customers. We’re excited to share five updates we added to the illumis platform in June:
Match Records with Preclearance Requests arrow_forward
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.
Introducing Preclearance arrow_forward
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.
Two New Tools for Compliance Teamsarrow_forward
The illumis team is happy to announce two major releases for our political contribution monitoring platform. Standalone searching and enhanced candidate and committee data will help streamline workflows for compliance teams.
April 2019 Update: Bulk Exports & Date Limitarrow_forward
Bulk Exports
In addition to the existing individual export functionality and full platform reports, we have now launched a bulk export function that delivers more flexibility and precision around which records you’d like to pull in an export. For example, if you want to see all records for contributions made this year, select “add all” on the export page and select a contribution date window. Or if you’d like to see all contributions that were recorded in the last quarter from a specific set of employees, you can do that as well. See how here:
Potential Pay-to-Play Risks Posed By New Presidential Candidatesarrow_forward
The growing field of candidates in the Democratic primary represents increased risk of contributions that violate “pay-to-play” regulations, and thus increased risk to financial institutions serving public sector clients. This is especially relevant this month as Gov. Jay Inslee of Washington becomes the first incumbent governor to launch a 2020 presidential campaign.
March 2019 Update: Address Filter And Preclearancearrow_forward
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.
January 2019 Update: Company Filtering & Auto-Populate Nicknamesarrow_forward
Auto-populate nicknames
Adding common nicknames to searches helps ensure you’re not missing any important contributions. When you add or edit an employee, you can now auto-populate common nicknames to be included in your search. You can also remove or edit nicknames that aren’t relevant to your search.
December 2018 Update: Custom Statuses and Attachmentsarrow_forward
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.
November 2018 Update: Dashboard and Contribution Statuses & Notesarrow_forward
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.
October 2018 Update: Jurisdiction Filterarrow_forward
Jurisdiction View
illumis has always allowed you to monitor all of the political contributions made on a name-by-name basis - with data covering all 50 states, major cities and counties, and federal contributions, and updated daily.