Introducing "Onboardings"

We’re thrilled to launch the new “Onboardings” section in the Footprint dashboard, now available for both users and businesses. This update provides a clearer, more detailed view of each onboarding session, empowering you with better insights and transparency.

Here’s what’s new:

For Users:

  • Risk signals in context: Risk signals are now tied directly to specific onboarding sessions, helping you better understand the unique nuances of each case.
  • Triggered rules at a glance: Quickly identify which rules were activated during an onboarding, providing enhanced clarity into your workflows.
  • Track personal data across sessions: For users with multiple onboarding attempts, you can now see the personal data they used for each session. For example, you’ll be able to spot if different addresses were submitted in separate onboardings.

For Businesses:

  • Comprehensive business information: View key details such as business name, formation date, TIN (EIN), and individuals associated with the business.
  • Office and watchlist insights: Easily review information about business offices and check if the business appears on any watchlists.

This new section simplifies the management and review of onboarding sessions, whether for individual users or businesses, enabling you to make more informed decisions.

Pedro Marques

Pedro Marques