Users can now attach notes and/or upload supporting documentation to customer transactions and bank accounts as "evidence” - all from the Investigations UI! 

Here’s What You Should Know:

• Notes and documents can be added from the ellipsis menu on any transaction or bank account from within an Investigation.
• Any notes or documents added are shown in the Investigation timeline to improve visibility and traceability across teams.
• When notes or documents are attached, there’s an indicator in the transactions table or bank account header.
• Users must have permission to view & add evidence, which can be enabled in Settings. 

Building workflows is now faster and more reliable. Alloy’s new copy/paste functionality enables teams to easily reuse workflow components within and across workflows, and across accounts. 

Portability Across Workflows

With this release, copy/paste is supported across a range of contexts.

You can now:

• Copy/Paste entire workflows or specific nodes (includes upstream logic from the node)
• Paste logic across workflows in the same account
• Paste logic between test and production accounts

Merge Logic: Paste with Confidence

When pasting, Alloy’s system will automatically:

• Merge existing objects with the same name and settings
• Merge thresholds with “or” statements
• Duplicate and append “(1)” for objects with the same name but different logic. You can rename before confirming changes.
• Flag modified and added objects upon paste, allowing users to confirm changes or undo. 

How It Works

1. To copy the entire workflow, use keyboard shortcut Ctrl+C in the editor or navigate to “Copy Workflow” in the ellipses menu.
2. To copy a specific node, select “Copy” from the node’s ellipses menu.
3. Navigate and click into the destination workflow or object.
4. Use Ctrl+V or navigate to “Paste from Clipboard” in the ellipses menu.
5. Review any flagged changes and save. 

Learn more about how to use copy & paste in our Help Center article here. 

Building with Alloy’s best practice policy logic is now simpler than ever.

We’re excited to introduce the Policy Library – your new resource for accessing Alloy’s global best practices. For the first time, you can explore and deploy Alloy-curated decisioning logic directly within our Workflow editor. The pre-built, reusable segments of workflows, defined as snippets, can be inserted into any workflow and can range from simple to complex. 

In the Policy Library, you can:

• Browse Alloy-recommended policy logic: Access a growing catalog of pre-built rules and decisioning snippets developed from proven client use cases and vendor-specific Alloy best practices.
• Search and filter efficiently: Quickly search snippets by use case, region, or entity type (business or person) – similar to what’s available when creating workflows today.
• Preview before you apply: View read-only previews of snippets, including all related attributes, tags, and service integrations before setting them live in your workflows.
• Deploy with confidence: Insert a snippet directly into your existing workflows using a guided merge flow that preserves existing logic and flags potential conflicts for easy resolution.

With Alloy’s ongoing investment in reusable logic and shared best practices, the Policy Library makes it easier than ever to build, test, and optimize your risk strategies without starting from scratch. Snippets in the Policy Library will be added on an ongoing basis. 

Learn more about how to use it in our Help Center article here. 

You can now explore the full catalog of over 250 partner solutions available through Alloy in our new Partner Center. Designed to simplify discovery and evaluation, the Partner Center lets you easily find, compare, and review the latest information on our third-party integrations. It is globally available to all clients and fully integrated into your dashboard experience.

With intuitive search and filter capabilities, you can explore solution partners by category, region, use case, and more, as well as view and manage your active integrations in one centralized place. Individual solution integration pages offer detailed company and product descriptions, access to technical resources like sample API responses, and more.

On the Partner Center homepage you can also filter solutions by featured categories, such as AI/ML functionality and inclusion in Alloy’s new Partner Testing Program, which allows you to test up to 1,000 calls at no additional cost when trialing solutions resold by Alloy for the first time. 

You can navigate to the Partner Center homepage via a new lefthand side menu option. Check out our demo walkthrough video here.

You can now test changes to your Portfolio Evaluation (PE) workflow with our new Backtesting tool. Use it when you’re considering a modification to a PE workflow, from a minor threshold tweak to a brand new aggregation, to clearly see the downstream effects. 

Portfolio Evaluations are a way of conducting scheduled or on-demand risk assessments of your entire customer base. Unlike real-time decisioning that assesses entities when specific events occur (e.g. customer applies for an account, changes their contact info or initiates a transaction), Portfolio Evaluations involve running your entire (or subset of your) client base through a pre-configured set of rules, returning a list of entities which meet that criteria and subsequently creating alerts or applications for those entities. Portfolio Evaluations unlock a number of use cases including: perpetual KYC/B, proof of life checks, credit line management and product re-marketing.

The Portfolio Evaluation Backtesting feature works by running a historical "snapshot" of your portfolio through a new or modified workflow. It shows the impact that a change, like an altered threshold or a new rule, would have had on your results. This allows you to experiment and safely test changes to your PE workflow with zero impact on your production data.

To get started with this feature navigate to your Portfolio Evaluation workflow and click the “Test” button on the top right.

Transaction & Bank Account details now have a new and improved home within an Investigation. Investigations is our new unified alert triage and case management system that provides agents with a holistic view of entity risk, enabling your team to decision and action on suspicious activity within a single, intuitive interface.

Users can now review transaction history and bank accounts linked to an entity during an Investigation from the new, dedicated tab. Stop a transaction before funds can leave a customer's account, or freeze a bank account exhibiting risky behavior directly from the Investigation UI.

Here's what you should know:

• This feature is available for all clients using Investigations*
• Configure webhooks via Settings to be notified about status updates on transactions and bank accounts, which can be triggered directly from an Investigation
• View a customer's transaction history and linked bank accounts in a dedicated tab within an Investigation
• Update Permissions via Settings to provide specific roles with access to make status updates

*Not on Investigations and keen to learn more? Reach out to your Alloy representative.

We’ve made it easier than ever to stay up to date with what’s new at Alloy. The new Product Updates section brings our changelog right onto the Alloy dashboard, giving you instant access to information about the latest features, enhancements, and improvements—without leaving the platform.

You’ll now see a dedicated feed of recent releases in the dashboard navigation under the Resources section. Each update includes a clear summary, helpful visuals, and direct links to supporting resources. To explore everything we’ve released, click View Entire Update Collection at the bottom of the preview modal, or head straight to the new Product Updates section on the Alloy website.

Clients on the Alloy SDK can use the Prove Mobile Auth SDK Plugin to automatically verify a customer's device on page load if the device is connected to mobile carrier data and on a supported mobile carrier network. Prove Mobile Auth provides the same level of verification as Prove Instant Link.