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Connected KYC 1.5 Release Notes

This content applies solely to Connected KYC, which must be purchased separately from the Appian base platform. This content was written for Appian 23.2 and may not reflect the interfaces or functionality of other Appian versions.

What's New?

The Connected KYC 1.5 release notes provide an overview of the latest changes and improvements to the Connected KYC Solution. These new features and improved capabilities were designed with best practices in mind.

Enhanced and Simplified Secure Customer Site

Previously, Appian Connected Onboarding and Connected Servicing included a secure Customer Portal site, which allowed institutions to assign onboarding and service request tasks to their end customers to complete securely from within the site. Logged-in end customers could also create and schedule service requests on the secure site.

This release replaces the former Customer Portal site with an enhanced and simplified secure Customer Site add-on application.

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We've enhanced the new Customer Site to interact with the full suite of Appian Customer Lifecycle Management solutions, which includes Connected KYC.

This release simplifies the Customer Site content organization to just three pages:

  • HOME: Focuses your end customers on tasks requiring immediate attention. In addition, it showcases in-app discussion capability with your financial institution that keeps onboardings, service requests, and KYC investigations progressing smoothly.
  • PROFILE: Displays key customer details, beneficial owners, entity relationships, and documents.
  • EVENTS: Provides a complete history of onboardings and service requests. Each event record includes a link to the Event Summary page, which displays event-related details, discussions, and documents.

As an add-on application, the Customer Site is available at no extra cost to Connected KYC customers and is easily installed following a series of simple steps.

Get started now

Ready to get started? Check out Installing and Upgrading Connected KYC.

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