The Alloy SDK now supports customization of the SMS text that gets sent to users who are directed to the mobile flow as part of business document collection.
On the SDK Configuration screen, clients will be able to select the option ‘Business Document’ and enter text that will form the SMS message that will be sent to users.
Dashboard setup instructions for the Alloy SDK are here and API docs are here. Reach out to your CSM if you'd like to get it set up.
We have updated our existing re-run application endpoint, making it possible to alter the payload data from the original run.
The API response and webhooks updates now allow clients to link the re-run(s) to the "root" JA in their system.
Check out our API Reference documentation here.
The Alloy SDK supports Persona's Form template flow!
Clients can create a template in their Persona dashboard using their "database" form flow and input that template ID in their Persona Workflow SDK Config in the Alloy Dashboard.
If you’d like to get set up with Alloy SDK, please reach out to your CSM.
Alloy's FinCEN integration now supports the full SAR lifecycle - initial, amended, and continuing reports! With the addition of continuing reports, clients can report when an entity continues to conduct activity in the 90 days since the last successful report submission. Field level validations help agents provide all of the required information to submit to FinCEN, reducing the chance of a report being rejects and helping agents spend less time updating and re-submitting reports.
Please reach out to your CSM or [email protected] if you'd like to be set up with this feature.
Configuring front end integrations for device tracking is hard but with the same singular SDK integration, clients now have access to document verification, phone centric verification, and device risk. Please reference Alloy’s API docs or reach out to your CSM help on setup.
Clients using Journeys can now upload and test batch files directly within the Alloy dashboard. The file will be checked for any formatting or validation errors prior to running the test, and once complete, you’ll be able to view the results in the dashboard. This functionality is applicable for KYC and KYB use cases, including applications with multiple entities.
To get started, go to the Journeys page and click the vertical ellipses on the right of your chosen draft Journey, and select ‘Run Test’ which will open the Testing Suite.
Once you’ve selected the environment you want to run your test in (Sandbox or Production), you’ll be prompted to upload your data.
You can either upload a file from your computer (or download our template) or manually input your data into the table. Our validation tool will test if the batch file you have prepared for upload is in the correct format and surface any errors for you to resolve before running the test.
Once your data has been successfully uploaded, click ‘Run Test’. You’ll receive a confirmation within the dashboard once all applications have been created and you’ll be able to click ‘View Results’ to view all the applications that were a part of the batch file.
Once you click ‘View Results’, you’ll be directed to the Application Queue page and the search will automatically filter for the batch token that was applied to your batch test. The applications within the view will only include the applications that were a part of the batch file you uploaded. You can then click the ‘Export CSV’ button on the top right to download a report of these applications and their details.
Please note that clients can also run batches via API by using this endpoint. Please see our API Reference for more details.
