Documentation Index

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2024.4 Enhancements and Fixes

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Member Experience Changes 

Money Movement

Member

Provided the ability to export the Member Contacts list to Excel.

Money Movement

OFAC – Modified the Name Remarks column in the OFAC Potential Matches list to wrap resulting information to avoid overlap with the Full Address information.

Corporate Only 

Member Service

Corporate Checking

Created a new Subscription to notify corporate users when a Member submits a new corporate checking adjustment or return.

Vendor

Site Linkage - Updated population processing of the Site selection list to ensure the list contains applicable sites of the related member when a site linkage record is added or changed.