April 01, 2019

April 2019 Update: Bulk Exports & Date Limit

Bulk Exports
In addition to the existing individual export functionality and full platform reports, we have now launched a bulk export function that delivers more flexibility and precision around which records you’d like to pull in an export. For example, if you want to see all records for contributions made this year, select “add all” on the export page and select a contribution date window. Or if you’d like to see all contributions that were recorded in the last quarter from a specific set of employees, you can do that as well. See how here:

Universal Date Limit
We’ve recently added a date limit feature, which your team can now use to apply a “start date” for contributions across your entire account. If you’d like to only see contributions starting from January 1st, 2015, for instance, the date limit will remove contribution records dating from prior to 2015 from your account.


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.