November 02, 2018

November 2018 Update: Dashboard and Contribution Statuses & Notes

Dashboard View
Using the new dashboard view, you’re able to see a continuous stream of all the records added to your account across different people and companies, and organize them as needed. You can also use filters to see records detected within the last day, week, or month.

Filtering
In the dashboard, there’s additional filtering on new records, allowing you to view records that are new today, new this week, or new this month. We’ve also added filtering by status, so that you can differentiate between records you’ve already dealt with, and those you still need to review. Several new tabs allow you to quickly pull up a list of records by status.

Approval Status You’re now able to quickly mark contribution records “to do”, “approved” or “not approved” to make sure contributions have been reviewed and flag records for further investigation. Any status changes you make are tied to that record throughout your Vigilant account.

Notes
You can now add notes to individual records. Any special comments, additional details, or process updates can be directly linked to a record using a note. Within your workflow, use notes to indicate if a record has been pre-cleared, is under review, or is awaiting approval. The note will be attached to that record, no matter where you view it in Vigilant.


compliance updates
We’re excited to announce we’ve added a streamlined, fully-customizable preclearance tool to Vigilant’s political contribution monitoring solutions. Our preclearance feature ties political contribution preclearance data and monitoring data together in a single workflow for the first time, enabling significant automation to save time and improve processes for compliance teams across the financial services industry.
news
POLITICO recently dug into the lobbying efforts of Juul Labs with the help of public records data compiled by Vigilant.
compliance updates
The Vigilant team is happy to announce two major releases for our political contribution monitoring platform. Standalone searching and enhanced candidate and committee data will help streamline workflows for compliance teams.