Font and color updates

The first of our updates, we have changed the font and color palette in PassFort. These changes are a part of our branding alignment and won’t impact how you use PassFort.

Upcoming style changes

As we are part of the Moody’s Analytics family, we wanted to make you aware of some upcoming changes to the way PassFort looks.

Over the coming weeks you’ll notice changes to the font, colors and logos used in PassFort. These changes are just a part of our branding alignment and won’t impact how you use PassFort. The new changes will be released in batches to enable a smooth transition.

Feedback request: Task management & escalation

We’re investigating improvements to how you can manage tasks in PassFort, escalate and/or assign them.

If you have limitations or workarounds for you current task management, escalation or assignment processes, then a PassFort Product Manager and UX Designer would like to speak with you. They will ask you a few questions about how you use PassFort now, and what your processes are like. This will help us inform how we shape PassFort in the future.

Please use this Calendly link to book a conversation.

Cancel Open Requests

You can now review and cancel entire open customer requests in a new Customer communication section in Profile management.

You can see the status of each form in the request and choose to cancel any or all of the forms in one action. When cancelling, you can add a comment that will appear in the audit report.

Previously, each form had to be deleted within the related tasks and open flow requests were unable to be deleted within PassFort’s user interface.

No changes are required to use this feature, it’s available now.

If you have any questions, just get in touch with Support or read more about cancelling requests here.

Communicate Forms Localisation Phase 1: Hardcoded Text

For the first phase of delivering localised PassFort forms, you can now configure the language of the set PassFort text to be one of the following:

  • English (en)
  • French (fr)
  • German (de)
  • Italian (it)
  • Japanese (ja)
  • Simplified Chinese (zh_CN)

This includes all the hardcoded PassFort text that isn’t the set question text. For example, help text, upload instructions, buttons etc.

The Portal has also been updated to show a form’s configured language in the Request from Customer feature.

This means the PassFort set text can be configured to match the text the questions are written in, allowing forms to be completely in an end user’s native language. Previously, the PassFort text was only available in English.

If you want to make use of this feature, you need to submit a change request to our team in order to update your forms.

Additional information

Overview Page

The Overview page (initial landing page) that lists all the forms in the request is not part of a form, so doesn’t have a direct point to configure its language. As a result, it uses the language from the first form. Therefore, if a request contains forms in different languages, the Overview page will change language as the end user works through the forms.

If you’d like us to set this up for you, just get in touch.

Future plans

  • We plan to expand the list of available languages that we support in future.
  • In the next phase of this project, we plan to enable forms to have multiple languages. Enabling customers to provide different translations of their question text that the end-user can select from. You can follow progress in our product portal here

Updated user interface for verification lists and the authorized persons task

Users can now remove and re-add authorized persons to a verification list using the PassFort portal. We have also updated the design of PassFort’s company associate verification list user interface. This new design is now in use for all tasks that use verification lists.

You don’t need to take any action, but you may notice that the layout of verification lists has changed. We have updated the PassFort help site to reflect the new UI design. Please refer to the help documentation on copying information from imported associates, removing or re-adding company associates from the verification list, and manually adding associates.

If you have any questions, contact Support.

Automated follow up reminders

You can now automatically send reminder emails to applicants with outstanding requests for information. This means that you can request information from customers without having to manually track applications’ statuses, outstanding actions, and contact information.

You can configure universal settings for all incomplete requests to automatically send up to 3 reminders and set day intervals between them.

Getting started

To find out more about how to use follow up reminders, please visit our new help page.

To enable this feature in your account, our team can help set up follow up reminders for you. If you’d like us to set this up for you, just get in touch and let us know:

  • The number of reminders to send (maximum of 3)
  • The number of days between reminders
  • Your preferred email subject
  • The email message to display to your customer

If you've upgraded to the new policy versioning, you'll be able to access the settings in your institution in the Policy Builder.

Rate limiting of collected data updates

PassFort is introducing a rate limit to collected data updates. The endpoint POST /4.0/profiles/{profile_id}/collected_data will be rate limited at 10, 000 requests per hour. 

We’re making this change as we continue gathering data about how we scale up to meet heavy usage in order to improve overall performance. Over time, this rate limit will be rolled out additional features.

If you think this may affect your environment, get in touch with support. 

For more information about rate limiting, you can read the article here.

Run ID verification checks with GetID

You can now run ID verification (PassFort collects documents) checks using GetID as the data provider.

You can use GetID to verify documents by submitting them to PassFort through the Portal or our API.

In order to run these checks, you need to have a direct agreement with GetID.

Contact us to get started or learn more about our GetID integration here.

Integration with Charity Commission of England and Wales to be discontinued

The Charity Commission of England and Wales is a data provider used to run the Charities registry check in PassFort.

The Charity Commission of England and Wales has decommissioned their “Search Charities API” today. As the provider will not be migrating accounts using the legacy API to their new API and we are not able to prioritise rebuilding our integration in the short term, our integration with Charity Commission of England and Wales is no longer available.

We will consider rebuilding our integration against the Charity Commission’s replacement API based on demand. If you believe this will impact you, please contact us to discuss alternatives or register your interest in the integration on our roadmap here.

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