Revision History

The following features are added / updated for the release 2023.01

• Search user of one entity to add to a contract of another entity
• Entity Selection Post Login
• Mortgage Servicing partial repayments
• Customer Onboarding Through OLB
• In Trade Finance, the following pages are newly created
  • Dashboard
  • Outward Collections
  • Outward Collection - Amendments
  • Updated quick links for all features

• Arrangement Micro App
  • Capture mortgage change repayment day servicing request
  • Capture mortgage change repayment account servicing request
  • View servicing request history on the Service Request dashboard for mortgage change repayment day and account
  • View servicing request history on the Service Request dashboard for address change
• Multi entity support in dashboard and payment features
• Mock service integration for Dashboard, Transfers, Bulk Payments, Cheque Services, and PSD and CDP consent.
• In Bulk Payments, added new feature Single and Multiple bulk files option based on the user permissions.
• In Trade Finance the following sections are newly added:
  • Issuance Guarantees and Standby LC - Claims Received
  • Received Guarantees and Standby LC
  • Received Guarantees and Standby LC - Amendments
  • Received Guarantees and Standby LC - Claims Initiated
  • Inward Collection - Listing
  • Inward Collection - Amendments

The following features are added / updated for the release 2022.07

• Link with payee feature is added while adding or editing a beneficiary. This helps the user to link the beneficiary to specified accounts.

In Trade Finance the following sections are:

• Newly added
  • Export LC - Amendments
  • Guarantees and Standby LC - Issuance
  • Guarantees and Standby LC - Amendments
  • Import LC Swift MT700.

Documentation updated for 2022.04 with the following features:

• View / Edit feature is added to the Bulk Payment Templates.
• Execution date is enabled while creating Bulk Payment Request.
• Removed Engage documentation.

Document updated for 2021.07 with the following features:

• Signatory/Approver Groups based Approval Matrix
• Approver and Requestor dashboard enhancements to support Signatory-Group based approvals
• Ability to set up and manage Signatory/Approver Groups
• Case insensitive search

Document updated for 2021.04 with the following features:

• Bulk payment enhancements
• Approval enhancements
• User management enhancements