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 last updated 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 Secure Payments (formerly 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
- Secure Payments 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 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 have 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 queuing 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 Queuing 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 transaction 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.
- Secure Payments Updates & Feature Upgrades
- Secure Payments has been upgraded to work with the most recent version of VersaPay.
- A new import is available in Secure Payments that will change transaction statuses in bulk.
- Secure Payments Callback Support – We have enabled support for callback URLs in Secure Payments.
- Base64 Encryption Addition – Base64 encryption and decryption have been added for sensitive payloads in Secure Payments.
- 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