Release v6.24

This Release updates the below modules

1. Portal
2. API

Main Updates As follows

KYB - Portal

• On an existing Business entity, you can now associate any new or existing party, individual or company, to that entity as a new owner/officeholder.

  • These new owners/officeholders are classified as associated parties, and can be assigned a role type e.g. director, shareholder, trustee…
  • You can either leave them visible in the portal or hide them from the portal view
  • You can edit an added entity and change the roles chosen for them
  • You can remove an added entity from the Associated Parties section

More info - https://apidocs.frankiefinancial.com/docs/associated-parties

KYB - API

• Using the API on an existing entity, you can now associate any existing party, individual or company, to that entity as a new owner/officeholder.
• Using the API on an existing entity, you can now create a new entity and subsequently associate any existing party, individual or company, to that entity as a new owner/officeholder in the same call.
• Using the API the above associations can also be removed.

More info - https://apidocs.frankiefinancial.com/reference/createassociateentity