Today we have 2 new reporting features for you!

Audit metrics report

See which users are working consistently and productively with the new Audit metrics report. This report shows you which users performed actions that triggered profile audit items. You can also see which actions were performed via the API or by the smart policy.

Export reports with shareable links

We've made it easier to export the raw data from reports and share them, so you can do further investigation and perform in-depth analysis. Click the Export .CSV button as usual and while your report is being generated, you can export more reports or do other work in PassFort. As soon as your report is ready, you'll be notified in PassFort or via email (depending on your notification preferences). If you choose to be notified via email, you can easily share the report with other PassFort users by forwarding the email.

Get started

To get the Audit metrics report, head over to the Reports tab (you'll need the All reports permission to see it). You can also learn more in our help article.

The new export reports feature is available now. You'll experience it when you export any report (as long as you have the Export data permission). Step-by-step instructions are in our help article.

Watch the video

If you're new to reports, check out this video to help you learn the basics of reporting!

You might have noticed that a new report called Profile Events was released - but it's not quite ready yet.

To make sure this report is completely usable, we're going to temporarily roll it back so we can finish the work.

It should be available soon - we'll let you know when it's coming!

We're re-introducing whitelisting so you can choose which devices will be approved to access your PassFort account. 

We temporarily rolled the feature back because it was affecting other parts of the product. We have now resolved this, so you can use whitelisting to enhance security and keep using the rest of PassFort confidently.

Add a range of IP addresses to the whitelist, and only devices with approved addresses will be able to access your Portal and make successful requests to your API. 

Whitelisting can be used with or without SSO. 

Contact us to get started or learn more in our help article.

Now custom fields can be displayed on the profile's Information tab as well as the profile's Custom fields tab. If you prefer keeping them only on the Custom fields tab, you still have that option, too.

Also, as part of this work, we've updated the name of the tab on company profiles. Previously it was called the Metadata tab, but now it's the Information tab - just like it is for individual profiles.

Want to display custom fields on the Information tab? Contact us and we'll help you get started.

Or learn more about custom fields in our help article.

Address matching with RDC just got better.

Now, if a company has an address in its profile (like a head office address, a registered address, or a trading address), it's sent to RDC to help reduce false positives. If an individual has an address, it will still be sent, just like before.

Additionally, there's a new configuration option. When selected, if the profile doesn't have an address, the company's country of incorporation or the individual's nationality is submitted as the country of address.

Company addresses will be sent to RDC (no change required).

If you want to use the new configuration option, contact us and we'll help you get set up!

You can also find out more in our help article.

Evaluate a company's public-facing website with the G2 KYC Automation API.

Automate the discovery of potential risk - like signs of malware or phishing, prohibited phrases, a missing company address, and more.

Contact us today to get started! 

To learn more, see our help article.

On January 13, we're introducing a new Portal option to store a range of identity numbers directly in an individual's profile.

This replaces the old National ID field (but you can still record a national ID - simply select the National ID option from the ID type drop-down). All ID types and numbers you add will be visible in the individual's profile data.

You can use these new ID types to run checks for any data providers and checks that are already set up to use them. 

Note that each profile can only have one ID type per country. For example, an individual can only have one British passport.

If you've had a chance to try out the new profile's page, we hope you've been enjoying it!

The new design will become the default view on January 11.

If you haven't had time to try out the new view, don't worry. For now, you'll still be able to go back to the old view by clicking the option in the banner at the top of the Profiles page.

Have questions about the new design? Check out the help article to learn it works, or contact us - we'll be happy to help.

We've added some improvements to make it easier to be sure you're adding the right officers and shareholders to the associates verification list and also act on new or updated results discovered during ongoing monitoring.

Here's what's changed:

1. See all officer roles: If an officer holds multiple positions at the company, you can see all of them by clicking the officer's name.
2. See which officers are resigned: Resigned officers are displayed at the bottom of the check results and they have their resignation dates displayed next to their name. Additionally, if you choose to move a resigned officer onto the associates verification list, a dialog is displayed asking you to confirm your choice.
3. Quickly find the shareholders that own the company: Shareholders with the highest share percentage are displayed at the top of the check results.
4. Catch new ongoing monitoring results: Just as before, if any new results are discovered for the Identify officers or Identify shareholders task, a new task version is created with the updated information. Now a banner is displayed on the new task version so you know why it's there.

To see these features, run a check on the Identify officers or Identify shareholders task.

You can also learn more in our help article.

Meet the requirements of Japanese regulators using PassFort's integration with TRUSTDOCK's SnailMail feature.

With this integration, a letter with a validation code is mailed to the recipient's address. The individual can only get access to the validation code if they have access to that mailbox.

Contact us today to get started.

Or learn more about this feature in our help article.