Release Notes - June 30, 2023

Resource Center

The Portal Use Guide for Referrers is now available. This guide contains descriptions and common actions for every page available in the Referrer-level Portal.

“Debit Grace Period” and “Max Amounts” (for Negative Balances) will now be displayed on individual Merchant Profile pages.
Users can now toggle on a new “Dynamic Dashboard” with a new “Try Me” switch to rearrange and customize the Dashboard.
“Value Added Services” has been added to the list of Settings to enable SaferPayments as an option.
Multi-Factor Authentication Enablement is now available for Referrer-level users.

disbursemententries.processed has been added to the list of available web/email alert resource event trigger options to allow a web alert to be configured for processed disbursement entries.
The GIACT smart card has been updated to include gVerify functionality to streamline the next underwriting steps after bank account verification.
New and existing cookies are now automatically scanned and displayed via CSS selectors.
The Multi-Factor Enablement page now allows users to Sort by User, Role, or MFA Enabled values.

Balance Detail Reports now allow multiple merchant selection for users with access to multiple merchant accounts.

Issue resolved where the “Projected Exposure” smart card on the Risk Management page would not populate with the expected information upon loading.
Issue resolved where AML/KYB/KYC smart cards on the Risk Management page would not populate with the expected information upon loading.
Issue resolved where the “Significant Responsibility” field of a submitted Merchant Signup Form would not retain the value input but the original user submission.
Issue resolved where the MFA login authentication code input appears that the cursor position did not default to the first box.
Issue resolved where users that successfully enroll in MFA for the first time would not be redirected automatically to login or the dashboard after completion.
Issue resolved where the logos displayed in whitelabeled Referrer requests more documentation from Merchants would display the incorrect logo.

Negative Balance has been added to the list of available web/email alert resource event trigger options to allow a web alert to be configured for notifying a Merchant and Referrer of a negative balance.
New email notification created to notify Referrers of a Merchant in their portfolio with a negative balance and allows individual parameters to configure the specific timing of the email notification.
New email notification created to notify Referrers of a Merchant who’s balance has been updated from negative to positive and removing the debit.
Negative Balances past the gracePeriod value are now set to trigger an automated debit to bring the balance to positive again.
New resource called debtor_entities has been created to store and retrieve information about the merchant or other entity that becomes negative in its available account balance.

disbursemententries.processed has been added to the list of available web/email alert resource event trigger options to allow a web alert to be configured for processed disbursement entries.