Issue 03 - More visibility, less manual work

This round is about two things: seeing your screening data without waiting on a report, and taking manual steps off your team. The headline is a self-serve Analytics Dashboard you can shape yourself. Around it sit four updates that automate DBS, simplify the directorship check, sharpen Vital4 reports, and get RMI branding right without any manual work.

Note: Product interface images in this article are illustrative concepts to show how features work, not screenshots of the live platform.

1) The Analytics Dashboard: your screening data on demand

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What this unlocks

An on-demand view of your screening, scoped to your own account, plus the ability to build your own tiles for any metric you care about. No report request, no wait.

What changed

Client admins now see an Analytics section in the platform. Open it and a default dashboard loads straight away, covering request volumes, turnaround times, country spread and order status. Switch on edit mode to add your own tiles: pick a metric and how to break it down, or describe what you want in plain English and an assistant builds the chart for you to review and save. You can arrange the dashboard around how your team works, and export the whole thing to PDF. Archived orders are included, so your historical view stays complete.

Why it matters

A small reporting question used to become a ticket, then a wait, then a follow-up. This removes that wait for the questions you ask most often, and makes audit-ready reporting more straightforward.

How it works

Open Analytics, click Edit Dashboard, then Add tile. Choose your metric, breakdown and date range from the menus, or describe what you want and let the assistant build it. Review the chart and save. Your custom tiles and layout save to your account for next time.

A quick scenario

You want to see how turnaround varies by country across the year. Choose Average Turnaround, break it down by Country, set it to a monthly trend for this year, and the assistant builds the chart. Save the tile, save the dashboard, and it is there whenever you open Analytics. The whole thing takes under a minute.

2) Automated Standard and Enhanced DBS with Chexx (coming soon)

‍What this unlocks

Faster, more reliable Standard and Enhanced DBS checks, with less manual work behind the scenes.

What changed

We are integrating with a new provider, Chexx, whose API automates submission, tracking and retrieval of DBS results. This replaces the manual eBulk workflow and the UCheck route, and leaves the HooYu ID step unchanged.

Why it matters

Automation reduces the manual load on our ops team, moves DBS onto a more modern and stable workflow, and speeds up turnaround for you.

How it works

There is nothing to change on your side. Testing is complete and we are finishing the final release step, so this one is rolling out shortly. Your customer success manager can flag when it is live for your checks.

A quick scenario

If Standard or Enhanced DBS is part of your packages, expect the same check with a faster, steadier turnaround once the automated workflow is live.

3) A cleaner directorship check

‍What this unlocks

A single workflow with one decision point, and a clean, reportable outcome with documentation attached.

What changed

Directorship has moved off OneForm and now runs as a fully ops-driven offline check inside our Ops Portal. Our team runs the search, uploads the evidence as a screenshot or free text, and closes the check with a single outcome of Completed or Review.

Why it matters

Ops no longer enter undisclosed listings line by line, and candidates lose a step on a question they often could not answer accurately anyway. You get a clean, reportable result the way every offline check should look.

A quick scenario

A single candidate can return twenty active directorship listings. Each one used to need a separate manual entry. Now it is one search, one upload, one outcome.

4) Clearer Vital4 reports, fewer false positives

What this unlocks

Vital4 reports that are easier to review, with fewer false positives.

What changed

Phase 1 is live. Reports now include a new summary section, with clearer screening outputs and tighter filtering on dates of birth and relevance. Alias and name handling is stricter too, blocking numeric-only and placeholder entries while continuing to allow valid non-Latin character sets.

Why it matters

Better filtering and summaries improve visibility of screening outputs and reduce review effort, with more accurate handling of special characters and dates of birth.

What's next

A Vital4 monitoring feature is next on the roadmap. Watch this space.

5) Correct branding on RMI reports, automatically

What this unlocks

Consistent RMI branding across every report under an RMI account, with no per-check intervention.

What changed

There is a new account-level RMI setting. Turn it on and every report inherits the RMI logo on the branded PDF and an RM-prefixed reference number in the RMXXXXXXX format on the MOM verification reference.

Why it matters

MOM checks are the immediate priority, but the setting governs every report generated under an RMI-flagged account, not just MOM. That keeps ops out of manual rework and gives the account a consistent branded report across check types.

What we are watching

Across these updates the question stays the same: do you get to the answer with fewer interruptions, and does your team spend less time on work a system could do instead? If a reporting question still means raising a request, or a step in a check still creates a manual task on your side, that is the best hint for where we look next.

Need a hand

If you want a walkthrough of the Analytics Dashboard, the RMI setting switched on for your account, or a view on where the DBS automation fits your packages, reach out to your customer success manager.