Member Experience Changes
Money Movement
Added Entered By and Approved By information to the Outgoing Wire list as well as the related PDF and Excel exports.
International Wire
Added a new Intermediary tab for optional intermediary financial institution information.
Added the Country Name to display with the country code for Originator, Intermediary, Final FI and Final Credit/Beneficiary country fields.
Added additional field length validations when creating a new international wire.
Updated the Disclosure Report to include:
Second address lines for sender and receiver address information.
Timestamp to the date for which the report is generated.
Modified OFAC potential match information to include available address information when the name or AKA name is the potential match.
General
Modified the notifications default order on the home page to sort with the most recent at the top of the list.
Added the ability to search for international financial institution information to the FI Lookup through the addition of a toggle to switch between domestic and international financial institution searching.
Accounts
Updated the Transaction Report generated through the Export to PDF to print the transaction description for a single corporate draft as it appears on the screen.
Member Details
Fixed the processing of a User Access Request to properly retain the addition or update of a phone extension.
Added new ACH roles for member User assignment in preparation for the transition of the ACH Solution service to Beastro. Only members utilizing the current ACH solution will have visibility to the new ACH roles.
Corporate Only
Member Service
Added the Daily Max Origination Amount field to the Wire - International service page to manage the member’s maximum aggregate limit for international wires.
Vendor
Improved the create new interaction for Vendor linkage pages for Member, Product, and Transaction relationships.
FRB Data
Corrected the date imported display for the FRB imported file to show the correct time imported.