2023.10 Enhancements and Fixes

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Member Experience Changes 

Accounts 

  • Addressed a typo in the heading “Original Amount” in the Loan Account Detail report.

Corporate Only Changes

Corporate Checking 

  • Added a static Totals row at the bottom of the Adjustments and Returns grids.
  • Provided the ability to export the lists on the Adjustments and Returns screens to Excel.

Cash Letter Mail Deposit 

  • When a User creates a new Cash Letter Mail Deposit for a member, the system will not include a member without an active primary settlement account in the selection list.

Money Movement 

  • Updated the OFAC Checking algorithm to use Fuzzy Logic search to improve the potential match scoring in Beastro. The two new algorithms (Jaro-Winkler and Soundex) are similar to what is used by the US Treasury and incorporates a confidence level value to determine potential OFAC matches.
  • Created a new Subscription so subscribed Users are notified when the Beastro OFAC list has been updated with a new published version of the OFAC information from the US Treasury.

FRB Data

  • Added processing of the corporate's daily statement data from the Federal Reserve Bank.