Revision History

Documentation updated for 2023.01 with the following features:

• Account Closure
• Account Sweeps
• QR Payments
• Profile settings page updated as per Multi entity

Documentation updated for 2022.10 with the following 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
• Manage Profile Micro App
  • Capture change of primary address servicing request
• Multi entity support in dashboard and payment features
• Mock service integration for Dashboard, Transfers, and Cheque Services.

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.
  • For European banks, click here.
  • For other banks, click here.

The following features are added / updated for the release 2021.07

• Unified Transfers Flow

• Override Processing

• Service Requests

• Chatbot (CBP)

• Bulk Payments - enhancements

The following features are updated for the release 2021.04.

• Accounts and Transactions
  • View Statements
  • Account Details and Transactions
• Payments and Transfers - for European Banks
  • Make Payment
  • Direct Debits - Skip Next Payment
  • Manage Transactions
  • Transfer between accounts
• Card Management - Add cards to Digital Wallet
• Approvals and Requests enhancements
• Bulk payment enhancements