New Features

General

This article is simply a list of new features so you can see what is now available in the software.

New Features

    • The following columns have been added to the rule_applied_duedate_entity table:
    • due_date_modify
    • Due_date_base
    • The length of the parent_type field in the user_delivery table has been updated to 30 characters.
    • The loan_application_form_entity table has been added to accommodate templates for our new application feature.
    • The read_only column was added to the custom_form_section_entity table.
    • An index of the lastupdated field has been added for the system_note_entity and note_entity tables.
    • A new field, account_type, has been added to payment profiles in PCI Wallet. Possible values are “checking” and “savings”. This field is only necessary for bank accounts.
    • The following database views have been removed:
      • credit_breakdown_view
      • credit_report_view
      • due_to_date_view
      • first_loan_payment_transaction_view
      • history_funding_report_view
      • last_loan_payment_transaction_view
      • loan_collected_stats_view
      • loan_future_stats_view
      • loan_last_payment_view
      • loan_next_forecast_payment_view
      • loan_next_scheduled_payment_view
      • loan_past_stats_view
      • loan_status_archive_current_date_view
      • loan_tx_payment_view
      • loan_yearly_stats_view
      • payment_breakdown_view
      • total_advancements
      • Total_credits_view

    API Additions

    • PCI Wallet Iframe for editing bank accounts now includes the account_type field.
    • Customer-facing website passwords can now be updated using a POST request.
      • Endpoint: /api/1/tenants(TENANT_ID)/customers/reset-password
      • Payload: { “username”: “webuser” }

    Significant Updates

    • Search Options Enhancements & Features
      • Bracket Value Equals Zero – The loan search can now be filtered by loans that have a bracket value (payoff, principal balance) that equals zero.
      • Search Restriction Setup – The search restriction setup interface has been updated.
    • Elasticsearch Speed Improvements & Version Update
      • We have upgraded to a the latest version of Elasticsearch and done some optimization which will increase the speed of indexing for search. We now are operating on AWS ElasticSearch version 5.1
    • Recurring Charges Anomalies
      • Recurring charges has been cleaned up so that in a few unusual circumstances there will no longer be $0.00 charges posted on loans.
    • SQS Listener Speed Improvements & Enhancements
      • We spent time improving the speed of our SQS (simple queueing service) listeners so that jobs could be queued and executed more quickly.
      • The event notification, pdf create, and pdf merge workers have been added to Amazon’s Simple Queueing Service (SQS) as dedicated & threaded listeners.
    • User Permissions Read-Only Restriction Expansion
      • Notes/Alerts
      • Documents
      • Collateral Information (Including image upload)
      • Setup Terms (Including cancel modification and suspend payments)
      • Promises
      • Edit/Reverse Payments
      • When an agent user has been assigned to a read-only restriction group, this now includes the following functions:
    • Customer-Facing Website Upgrades
      • A few features have been added to the customer-facing website and some styling changes have been made.
      • A transactions listing has been added to the customer website.
      • Document upload has been enabled on the customer website.
    • Report Changes
      • Export of the Admin Stats – Admin stats inside a loan can now be exported to a .CSV file.
      • Payments Report Filter –  The payments report results can be filtered by whether payments are marked as charge-offs
      • Forecast Reports – Forecast reports, reports that give information about upcoming payments, have been added.
    • Duplicate Agent Role Creation tool
      • You can now choose existing agent roles to use as a starting point when creating a new agent user role.
    • PCI Wallet Updates & Feature Upgrades
      • PCI Wallet has been upgraded to work with the most recent version of VersaPay.
      • A new import is available in PCI Wallet that will change transaction statuses in bulk.
      • PCI Wallet Callback Support – We have enabled support for callback URLs in PCI Wallet
      • Base64 Encryption Addition – Base64 encryption and decryption have been added for sensitive payloads in PCI Wallet.
    • Rules Applied Adjustments
      • New Rules-Applied Variables – The variables Next Due Date and Due Date After Next have been added to rules applied.
      • Rules Applied No Change Option – Custom fields in rules applied will now include an option of no change.
      • Rules Applied Custom Field Format – The formatting of custom fields that appear in rules applied has been updated to accommodate a larger number of custom fields.
    • UI Updates
      • Added Select All Option – It is now possible to select all the notifications when choosing which ones should show in the notification center and which ones should show as a popup.
      • The user interface has been upgraded inside of a loan. The mobile version has also been upgraded.
      • The agent user manager has been updated with a more modern user interface that should be easier to work with.
      • Added Savings Account Support to Payments – Payments can now be made directly using savings accounts, not just checking accounts.
    • Tool Enhancements
      • Collector Queue Redesign – The collector queue feature has been redesigned in the way it functions so it can handle even more loans.
    • User Interface Updates
      • Mailhouse Tool
      • A tool has been added that will let you automatically mail out forms. These forms will be printed, addressed, and sent through the US Postal Service. This is an Opt-in new service offered via Connections

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