Axiom Update 3.12.3

Updated: Jan 12, 2021

We are pleased to announce that Axiom version 3.12.3 is now live!

This update contains the following changes:

Sharing (Third-Party Oversight) Module

  • Added a 'Show only differences' filter to the Recipient sharing screen to make it faster to identify and review updated items

  • Added an explanation where a shared item has since been modified by a Master user and is no longer available to be accepted;

  • Ensured messages will be sent to Users with 'Accept Share' permissions only where a shared item has remained unmodified for a period of 48 hour to provide a window to make further adjustments to shared items even after approving the share

Oversight (SMCR) Module

  • Added the ability to 'bulk launch' Workflows from the Person grid to better coordinate the Fitness and Propriety process for large firms and teams

  • Added 'Directory' validations to inform a User where items in the list do not meet template requirements such as not having a valid Nationality or Title as per the Directory template (available as a preview to SMCR customers - please contact your Customer Success Manager for further details)

  • Added the Legal Entity to the Overview 'URL' in the browser 'address bar' so that when sharing a link to this Dashboard any Legal Entity filter is maintained on entry

  • Added the ability to show or hide end-dated Persons from the Overview Dashboard

General Improvements

  • Added the ability to search the second tier of drop-down list to increase the speed of lookup for those firms with a large number of entries

  • Added subjects when viewing Workflows in the Completed & Due screens to make it easier to filter to specific Workflows (e.g. Certification Workflows for a particular individual, and so on)

  • Improved the date filter on the Completed & Due screen to make it more intuitive to select the same date for 'From' and 'To' dates

  • Added a callout icon to launch the new experience Inbox from the 'classic' Axiom screens

  • Added a clarification to an error message where accessing an attestation you did not have permissions to view these, to make it clearer on how you could resolve

  • Added permissions to 'Address Book Records' being edited during an attestation to tighten up controls of these entities

  • Removed surplus 'linked entity' columns on the Rules Matrix screens

  • Fixed a visual issue where the drop-down menu for editing a Record appeared 'squashed' on many screen resolutions

  • Fixed a minor issue where it appeared to be possible to send an activation e-mail to an already active User

  • Fixed a minor visual issue with the date filter on the Risk Matrix screen

If you encounter any problems or have any questions about this update, please let us know at or contact your Delivery Manager

Axiom Team

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