Revision History

Documentation updated for 2023.01 with the following features:

• Wealth Micro App
  • Renamed the Order Management in Visualizer and Fabric Micro App to WealthOrder.
• 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
• Added new feature Account Closure
• Added new feature Account Sweeps
• Added new feature 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, 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

Documentation updated for 2022.07 with the following features:

• RTL alignment support for Arabic language in Micro Apps
• New Micro App, ACH added
• Introduced Mortgage Facilities account type.
  • Introduced new account type, Mortgage Facilities on the home page
  • Facility overview and loan overview for each mortgage
  • View mortgage documents
• 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.

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.
• Regional Transfers, Unified Transfers, Digital Transfers Micro Apps are combined as Transfers Micro App.

Documentation updated for 2022.04 with the following features:

• In Trade Finance
  Imports Amendments and Export Drawings are newly added for this release.
• In Bulk Payments, View / Edit feature is added to the Templates.
• In Bulk Payments, Execution date is enabled while creating Bulk Payment Request.