New: File grouping and group outreach (UI & API)
The new "File Grouping" feature in the Outreach module allows you to group files to, for example, map corporate groups or company structures in KYCnow. Groups are created, edited, and deleted via a new group page in the KYCnow menu; files can be assigned to a group both on the group page and directly from within the file itself.
In the detailed view of a group, all contained files, including relevant information, are displayed, and the group can also be edited there. Additionally, documents valid for the entire group can be uploaded once at the group level; these will then appear both in the group and in the associated files.
For files within a group, a group outreach can be initiated to a central contact person. This person receives a single link, logs in once, and can then review and update the information for all files. If necessary, they can forward the outreach for individual files to other people by entering their email addresses in the group outreach.
The prerequisite is that the customer uses the Outreach module. The group outreach form – similar to the existing outreach form – is customizable for each customer; furthermore, an individual form can be selected for each case within the group to define which information is collected. Both features work in the UI as well as via API.