November, 2026

Dashboard

Open cases counter on Applicant page

Tabs on the applicant profile now display dynamic item counters directly in their titles. The counters provide immediate visibility into the following details:

• Cases (N). The total number of open cases associated with the applicant, including records in Open, Awaiting User, and Blocked statuses. Resolved records are excluded.
• Actions (N). The quantity of actions linked to the profile.
• Payment Methods (N). The count of registered payment methods.

All values refresh automatically whenever an entity is added, removed, or updated.

Dedicated billing page for restricted accounts

Accounts transitioned to the Login restricted status due to outstanding invoices are now automatically redirected to a dedicated payment page.

How it works:

• While verification requests continue to process normally in this state, the Dashboard operations remain paused.
• Team members with billing permissions are now directed to a settlement view where any invoice can be cleared via card payment without balance limits.
• Once the full overdue balance is settled and the page is refreshed, standard dashboard permissions are restored automatically.

Access for team members without billing permissions remains suspended until the account balance is cleared.

Enhancements to Plan details page

The Plan details workspace has received functional updates to improve readability and pricing navigation.

What's new:

• Collapsible rate cards. You can now expand or hide price tiers to keep long price lists easy to scan.
• Pricing model tooltips. Hover over a pricing model explains how it works, including Volume pricing (where reaching a new level lowers the price for all units) and Tiered pricing (where each usage range has its own rate).
• Restructured Commitments view. Commitments are now separated into two simple sections: Bundles and Individual service commitments.

New layout for Workflow automation

The Workflow automation layout has been reorganized to give you more room on the canvas and make key actions easier to find. Your underlying logic, settings, and permissions remain unchanged.

What's new:

• Top bar actions. Core buttons such as Save and Publish now sit in the top header. You can switch modes using View published from a draft or Edit draft from a live workflow. Secondary tools (running tests, copying to test environments, viewing version history, and so on) are grouped under the main action menu.
• Right-side settings panel. Clicking a node now opens its settings in a sidebar on the right. This same layout applies to the Workflow runs page.
• Bottom canvas bar. Quick controls to add nodes, undo, redo, search the canvas, review issues, and clear the screen now sit along the bottom. The minimap, zoom, fit to screen, and auto-arrange controls have moved to the bottom-right corner.

New service in Self Purchase: Risk scoring

You can now turn on risk scoring directly from the Solutions page, whether you are on a Self-Service or an Enterprise plan.

Choose between two setup options:

• Individual risk scoring. Evaluates individual applicants only.
• Applicant risk scoring. Evaluates both individuals and companies.

Automation

MCP Server in Sandbox

The Sumsub MCP Server is now available in your Sandbox environment. You can connect your AI and coding tools—such as Claude, ChatGPT, Codex, or Cursor—to your test data using this address: https://api.sumsub.com/mcp/sandbox/.

How it works:

This setup mirrors your production tools, lets you test prompts and workflows on dummy data without touching live applicants, and requires no manual activation. During login, the consent screen displays a clear Sandbox badge so you can confirm which environment you are connecting to.

Setup guides and details are available in our documentation.

Company levels support in Agent Skills

The sumsub-create-level Agent Skills integration now supports modern Business Verification levels, replacing the older layout that limited AI agents to basic company steps.

Your AI assistants can now build and update business verification levels using the same full structure as the dashboard:

• Company structures. Full setup for company details, registry documents, associated parties, role-specific verification levels, person limits, and ownership thresholds for significant shareholders.
• Additional checks. Direct steps for email, phone, payment method checks, and custom questionnaires.
• Verification types. Full support for Full KYB, Automated KYB, and AML-only setups, based on your active license.

To use these updates, upgrade your package to version 1.6.0 or higher (npx skills add sumsub/agent-skills --all -g) and create a token in your Sandbox.

Case Management

Faster case assignment and automatic offline status

We updated the assignment engine in Case Management to route incoming cases faster and manage reviewer availability automatically.

How it works:

• Immediate case handoff. Cases are assigned the moment an officer becomes free. The system checks for available reviewers whenever someone logs in or switches to Online, when a new case arrives, when an item is escalated or transferred, and during dual-control reviews.
• Automatic idle timeout. Reviewers must manually switch themselves to Online to start receiving cases. If an officer remains inactive in Case Management for thirty minutes, the system automatically sets them to Offline and stops sending them new cases. Signing out also switches them to Offline immediately. Returning to the queue requires switching back to Online manually. Any cases already assigned remain with that reviewer.

Summy AI

Summy AI Cross-check Rule Builder

Summy AI now features a guided tool that lets you build and test the document Cross-check rules using plain English.

To open the tool, launch Summy AI, select the plus icon, and choose Cross-check rule builder.

What you can do:

• Create new rule sets or edit existing ones with natural requests, such as asking the system to reject applicants if the date of birth on their ID does not match their proof of address.
• Test draft rules against your past applicant files to preview how results would shift before you save any changes.
• Ask the tool to explain the logic behind any existing rule set.

Note: This tool is built specifically to write and test rules. To link an approved rule set to a verification level, use the Level Builder.

Workflow automation

Check source data in Workflow automation

Workflow automation can now read data directly from Non-Doc Verification checks and official registries using source IDs.

Reference any source using the format checks.checkSource.{sourceId} to work with these values:

• Overall results. Status outputs such as GREEN / YELLOW / RED / ERROR.
• Risk signals. Specific warnings returned when an answer is RED, such as deceased applicant flags, underage warnings, or missing records.
• Extracted details. Plain information pulled directly from the registry or check, including document numbers, dates of birth, names, addresses, and country-specific registry fields.

This setup lets you create custom routing rules based on exact failure reasons or raw data points rather than relying on standard rejections.

Crypto Monitoring

New counterparty screening provider: CipherOwl

CipherOwl is now available as a supported Bring Your Own Key (BYOK) provider within our Crypto Monitoring tool.

CipherOwl focuses on screening counterparty wallet addresses in real time against sanctions databases and known illicit addresses. Each check provides a risk score from 0 to 100, a clear risk level, and a breakdown of specific direct and indirect exposure types.

Key details:

• CipherOwl joins our roster of analytics integrations alongside Crystal, Merkle Science, Chainalysis, Elliptic, and TRM Labs.
• Supported risk models include VASP (default), Financial Institution, and Decentralized Finance (DeFi).
• The integration connects through your own CipherOwl contract and uses standard key setups.