Accelerate Your Business with Kingland’s Spring 2024 Release

We are excited to announce the spring 2024 release of Kingland's Entity Management and Decision Management products! In this blog, you will discover how Kingland is investing to:

Increase your firm's productivity of delivering services to clients.
Enhance your firm's ability to manage risk.
Improve how engagements and client relationships are tracked by engagement teams.

Increased Services Productivity
Your time is valuable - and best spent with your clients. Our software enables your risk and independence processes to be quickly executed with accurate results, giving back more time to spend with your clients. In the spring release, integration is made easy, enabling more efficient access to data.

Simplified APIs

Reduce setup time and focus on the work that matters.
Experience seamless integration in minutes, not hours, with our new streamlined APIs designed for developers.

Kingland’s addition of these new simplified APIs for workflows, searches, routing, and reference data resolutions are easier for developers to use and understand, saving time and energy.

Additionally, these developer-friendly APIs provide access to available published requests which are used to make decisions. Our approach opens the door to new business intelligence and analytics possibilities.

Decision Automation Enhancements

Streamline your decision-making workflow through automation and save valuable time.
Decision requests are automatically submitted upon completion of all forms. And with the ability to save and revisit searches, you will have unprecedented flexibility at your disposal. Similar in concept to the popular Saved Search feature in Entity Management, this functionality is tailored specifically for decision request items, with exciting possibilities on the horizon, including the potential for subscribing to saved searches.

We are also updating the way you reference and report on related decision requests by introducing seamless linking. Our technology enables easy search and addition of existing requests to a dedicated table for related requests, with optional and configurable sections based on request type.

Enhanced Risk Management
Take your firm's risk management to the next level. In the spring release, we enable our clients to effortlessly identify risky requests based on aggregated form responses. Automatically assign firm managed risk categories to the answers individuals provide, giving your firm broad risk assessment oversight on client acceptance, conflict check, or service authorization decisions.

Comprehensive Risk Radar

Make informed decisions with confidence by easily accessing aggregated risk information.
With our intuitive interface, accessing aggregated risk information is simple. Navigate to the new "Risks" tab in the Review Panel to identify the response areas where risk is being introduced. We dynamically update tasks and risks to provide invaluable insights into key risk factors. Clients can fold this data into their reporting processes using our APIs, empowering the firm to make informed decisions with confidence.

Improved Engagement and Client Relationship Tracking
Whether you are managing engagement data for a public issuer audit or an individual's tax services, accessing, utilizing, and understanding the relationships between the data is key. In the spring release, firms take control of their client engagement management with the enhanced tracking of real-time client services and relationship details.

Advanced Relationship Management

Engagement and client acceptance is baked in ensuring the firm does not need another tool.
Expertly track real-time client interactions and relationship details like never before, thanks to our enhanced integration capabilities with existing systems. Analyze all engagements and relationships tied to a single Global Ultimate Parent.

Whether it is managing engagement data for legal entities or natural persons, accessing and referencing the information is available through our upgraded user interface.

If you would like to learn more about the spring 2024 release, contact us at outreach@kingland.com.

Accelerate Your Business with Kingland’s Spring 2024 Release

Simplified APIs

Decision Automation Enhancements

Comprehensive Risk Radar

Advanced Relationship Management

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