What we shipped
Feature, improvement, fix, breaking — tracked weekly.
- Feature·v5.4.0
K-2 admin actions + verification provider consolidation
Admin Force-MFA / password reset / suspend on /brokerage/users. New verification provider registry with 8 facade functions and manual fallback.
- Feature·v5.3.0
Phase J UI polish (J-7 through J-11)
Investor /performance with IRR/TVPI/DPI dashboard + SVG cashflow chart. /cap-table with pro-rata ownership. /data-room browser. Inspector mobile editor. Lender /commitments overview.
- Feature·v5.2.0
Phase I lender + investor 10/10
Commitment letter builder + version history. IRD prepayment compare (5 methods). PPE cascade for lenders. TRID gate. 8-step investor subscription wizard.
- Improvement·v5.1.0
Filogix 1,047-field parity
Bi-directional sync coverage extended to every applicant, property, employment, income, asset, and liability field.
- Breaking·v5.0.0
v5 design system rollout
Refreshed admin portal, disputes flow, command center. Brand palette consolidated to charcoal + teal + gold.
- Feature·v4.12.0
Harvey AI 50+ languages
Multilingual voice + chat support with locale-aware compliance (FSRA / TRID / FINTRAC), live escalation to humans with full context.
- Feature·v4.11.0
Harvey AML + adverse media
End-to-end AML for every applicant: PEP + sanctions + beneficial ownership + adverse media search. Inline employment popup. 24mo refresh cycle.
- Feature·v4.10.0
Smart Docs redesign
Documents tab becomes Smart Docs. Per-doc client approval workflow. Left sub-nav (category + status). One-section-at-a-time layout.
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