What's new on Prelim

Release Date: 12/17/2025

Applies To: Clients on the COCC core

Category: Core Search

🧩 Summary

Prelim now offers built-in customer and organization search for COCC, giving bankers an easy way to look up individual or business profiles using common identifiers directly from the Prelim platform.

🆕 What’s New

• Integrated COCC lookup:

  Find records by name, business name, CIF number, organization number, or tax ID, with results returned live from the COCC core.

• Auto-populate applications:

  Bring COCC data into Prelim forms to automatically fill in customer or organization details.

💼 Benefits

• Reduces manual data entry by pulling accurate customer and organization data from COCC
• Ensures consistent information across Prelim and core systems
• Speeds up onboarding for both individuals and businesses

⚙️ Configuration & Access

• Default State: Available by default in the App Store!
• If you'd like to enable this functionality in your forms, just let your Prelim customer success team know!

🧑‍💼 Need Help?

Contact your Prelim customer success manager or email support@prelim.com with any questions