Release Notes

New Features

• Introduction of historical and current inflation data (CPIH, CPI & RPI) in a new Indices object.
• Inclusion of past 10 years of inflation data on feature activation.
• Automatic data updates aligned with Office for National Statistics (ONS) publishing schedule

New Features

• Identity Verification (IDV) available for Company Officers and PSCs including key dates, ACSP, and Anti-Money Laundering Supervisory Body information
• New scheduler to keep verification data up to date more frequently, with additional support for manual refreshes

Improvements

• Added “Appointed Before” date field to track officers appointed before 1992
• Improved navigation to allow direct access to Company Officer records from officer names in the Officers tab
• Improved officer and PSC tooltips and icons to include verification details
• General stability and navigational improvements

Improvements

• Improved UI display of Officer status (active and inactive) 
• Warning banner introduced on first-time install when API key is not configured
• Guidance included when a company cannot be found using Reg.Direct’s search

New Features

• Incorporation monitoring added to track newly registered companies
• Active Officer Count field included on Company records to aid reporting and automation

Improvements

• UI improvement when Officer records exist but are hidden due to settings
• Improved guidance for “Use Limited Feature Key” to make setup easier

Improvements

• Background, including PSC, sync provides more reliable and consistent data refresh
• API processing optimized to better support larger data volumes
• Improved identification of duplicate PSC records
• Clear messaging when Companies House API usage limits reached

New Features

• Status badges (Active / Ceased) displayed next to each PSC 

Improvements

• Officer data records that are the same person but with different addresses are now connected for easy navigation
• Company Refresh process includes Officer records linked solely to PSCs

New Features

• Persons of Significant Control (PSC) data available, including download capability
• Charges tab available in LWC to view charge details 

Improvements

• “Sync All Companies” button provided on Settings page (Scheduled Job tab) to trigger a one-off background refresh sync of company data
• Toggle provided in Settings to optionally download Officers, Company Officers, Prior Names, PSC and Charges data or use ‘click to display live’ in the LWC interface
• “Company Text Field API Name” no longer necessary in Company Information LWC configuration
• Improved logic in Company Information LWC on Account object to handle cases where Company lookup exists, but Registration Number is missing
• Added summary numeric fields on Company object for Total, Satisfied, and Part Satisfied Charges (figures updated during manual or automated sync)

New Features

• Numeric field on Company object to store current Document Count – updated on sync
• Numeric field on Company object to store current Officer Count – updated on sync

Improvements

• Shared Companies House API key embedded in app – note limitations on bulk and scheduled use
• Settings option to set Company’s Registered Name on field used for initial search

Improvements

• Removed ‘View Document’ link to filed document and provided hyperlink on barcode
• Update Officers table to remove empty columns
• Updating Company record using LWC on Account also updates company data on Account (backwards compatibility with Visualforce)

New Features

• Numeric field on Company object to store current Document Count
• Numeric field on Company object to store current Officer Count

Improvements

• In-app expiry notifications for Visualforce page
• Provided mirrored sync between Company record and Account record for legacy Visualforce page users

New Features

• Company object with fields to store company data
• Prior Names and Officers object to store related company data
• Lightning Web Component to search for Company from Account and Any Object
• Lightning Web Component to display company data from Account and Any Object

FEATURES ADDED IN NOVEMBER 2024

• Company object available to sync
• ‘Any-object’ LWC interface available to access company data from Company object on any other object in Salesforce

FEATURES ADDED IN JANUARY 2021

• Additional Officer data populated onto Contact fields

FEATURES ADDED IN JUNE 2018

• Additional Companies House data fields populated on Account (complete field list shown above)
• Lightning Experience Design Adopted for the Interface
• Background sync to keep Companies House data up-to-date in Salesforce including granular API metering controls
• Option to Enable/Disable ‘Create Contacts’ button in Settings
• Permission Set for Editors and Administrators