New: File grouping and group outreach (UI & API)
With the new “file grouping” feature in the Outreach module, files can be grouped together to represent, for example, corporations or company structures in KYCnow. Groups are created, edited, and removed via a new group page in the KYCnow menu. Files can be assigned to a group both on the group page and directly from the file.
The detailed view of a group displays all files it contains, including relevant information, and the group can also be edited there. In addition, documents that are valid for the entire group can be uploaded once at the group level; these 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 review and supplement 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 can be customized to the customer’s specifications, similar to the existing outreach; in addition, an individual form can be selected for each file within the group to specify which information is collected. Both features work in the UI as well as via API.