- Releasing Our First Candidate Research Report for Regulatory Risk arrow_forward Our team of analysts recently compiled various research memos that provide background on the state and locally elected officials running for Federal office in 2020. Today, we’re excited to release the 2020 Candidate Research Report on Senate Candidates. The report lists the current elected offices all candidates hold (or their profession), and also notes some potentially relevant pension funds. We’ll be following up with a report on House candidates soon.
- illumis Compliance Product Updates — June arrow_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 Teams arrow_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 Limit arrow_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 Candidates arrow_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 Preclearance arrow_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 Nicknames arrow_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 Attachments arrow_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.
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