Secure Transactions

• Improved Secure Transaction page UI.
• Invite emails now display beneficiary and amount for added clarity.
• Default insurance logic has been improved.
• Updated transaction links in emails: Co-coordinators will now be directed to their tenant space if available.

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Disbursements

• Disbursements now show created_by to track which coordinator created them.
• Disbursements are hidden on memos when no receivers are present.

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Billing

• Billing table now includes a Download to Excel button, plus beneficiary and amount fields for easier reconciliation.

Basefund.com Homepage Update

• The Basefund app now has a smoother login and account creation experience.

ID Verification

• Identity verification (KYC) is now available for all transaction participants. Once participants provide identification data and documentation, they’ll be marked as verified—adding another layer of security to every transaction.

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Insurance Now Avaliable for Wires

• Transaction Insurance is now offered as an optional safeguard for Secure Closings. Coordinators can add coverage tailored to their transaction amount, providing extra protection and peace of mind when moving funds.

Transaction Locking System

• Lock button added to transactions for enhanced security
• Only coordinators can lock/unlock transactions
• When locked, all transaction modifications are prevented including:
  
  • Adding or editing accounts
  • Editing transaction information
  • Adding senders, clearers, or receivers

Clearer Role Support

• Clearer role integrated into the transaction stepper
• Clearers can set up one-time transactions without being listed as participants
• Clearers have authority to establish both sender and receiver for transactions

Sub-Transaction Functionality

• Create Sub-Transaction option added via "Edit Transaction" button
• Streamlined creation form with minimal required details for maximum flexibility
• Parent-child relationship linking:
  
  • Parent transactions display links to sub-transactions
  • Sub-transactions display links to parent transactions
• Access permissions inherited from parent transaction
• Participants remain responsible for entering their own account information
• Sub-transaction count now visible on transaction list page (displayed as numbered chip next to transaction type)

Enhanced Transaction Visibility

• Transaction state now displayed on transaction view pages
• State filter added to transaction list page for improved navigation