We’ve improved how company profiles are created in PassFort’s UI to help you create company profiles more easily.

You can now add the company’s address directly to the “Add new profile” dialog when you create the new company profile. This was previously only possible after the company had been created.

You can learn more about creating company profiles in our help documentation. If you have any questions, get in touch with Support.

API changes

Additionally, API users performing a company search will notice more data returned in the response. PassFort API users calling the /search/companies endpoint will notice these new fields in the response: number_label, addresses, contact, incorporation_date, structure_type, lei  and tax_ids. 

For some of PassFort’s newer integrations, users calling the /search endpoint will notice these same fields, plus the status field, returned for the Candidate type. You can find out more about this in our API documentation.

We’ve upgraded to the latest version of Onfido’s SDK (9.1.4) in Communicate forms.

The new version includes several bug fixes and improvements to the overall user experience.

The latest version also includes a requirement for your US customers to provide consent to ensure compliance with US laws on biometric data. Only those located in the US will be asked to provide their consent during the onboarding process. More information can be found in Onfido’s documentation.

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

You can use idbox to verify documents by submitting them to the idbox portal. You can then view the check results in PassFort’s portal.

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

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

On the week beginning 7 November, we’re upgrading to the latest version of Onfido’s SDK (9.1.2) in Communicate forms.

The new version includes several bug fixes and improvements to the overall user experience.

The latest version also includes a requirement for your US customers to provide consent to ensure compliance with US laws on biometric data. Only those located in the US will be asked to provide their consent during the onboarding process. More information can be found in Onfido’s documentation.

As part of our ongoing work to standardise and improve how verification lists work across all PassFort tasks, we have made some minor changes to the user interface of the Identify Shareholders task.

Associates in the check result list, on the left-hand side of the screen, are now grouped by role. In the verification list, on the right-hand side of the screen, associates can have multiple roles. If an associate has multiple roles they will no longer appear in the verification list multiple times. These associates will now appear once with multiple roles listed. You can also edit these roles.

You don’t need to take any action. We have updated the PassFort help site to reflect the new UI design. Please refer to the help documentation on editing company associates on a verification list, 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.

We have updated the logo in PassFort to show that we are a part of the Moody’s family. We have made a small change to the header bar as this phase of the branding update. These changes are just a part of our branding alignment and won’t impact how you use PassFort.

In order to support these branding changes, we have also improved the look and feel of our help documentation at help.passfort.com. Our new Help site includes improved navigation features, more quicklinks and additional reference materials.

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.

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.

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.