Additional Usability Improvements

Additional usability and workflow improvements in this release include:

  • Automatic refresh support for narrative screens for Customer Screening cases 
  • Improved formatting for profile notes and sanction lists
  • Improved email salutation alignment
  • Enhanced PDF generation support for CSRT and No Hit workflows
  • Improved handling of external entities during case merges
  • Improved queue management filtering for administrators
  • Improved support for RFI assignee placeholders in templates and responses

These enhancements improve day-to-day usability, streamline investigative workflows, and provide a more consistent and reliable user experience across the platform.

Steps to enable and configure

Not applicable

Key resources

See the latest documentation.