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SOURCE Ideas
8 VOTE
Status Planned
Created by Guest
Created on Dec 10, 2020

Capture - Audit history to show who has updated what data

Currently there is no way to tell if the broker or client updated what field in Capture. This has been raised by mulitpule firms as a complience risk and not something they are comfortable using as is.

A way to identify if the client or broker competed a field in Capture and ensure this is shown in Cloud27.

The firms require the ability to see who cmpleted field. This could be a colour code or an tag tp show who compelted what.

Much push back is being received from broker firms because of this. Not something they are comfortable using and engaging further with, without a clear way to identify who has completed the data. The firm, from a compliance purpose want to clearly identify if this data was provided willingly or instructed (by the broker)

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