๐Ÿ“š 2021 Release Notes

Release VersionReleaseHighlights of the Release
v1.114
  1. RISK
    1. Move Fields for Loss Liability Override
    2. Update "Latest" field to reflect Previous Day Captured Value
  2. Boarding Enhancements
    1. Update Merchant Details
    2. App Engine
    3. Merchant Facing Application
    4. App Assist for Custom Field Changes
    5. Modify Labels on Clients (New Accounts)
    6. RISK - Run Risk Scoring on Missing Files
    7. Grid to have 2 rows.
  3. App Engine
    1. Add 'Launch App' to Quick Launch Options
    2. Improve Merchant Facing Application Load times
  4. MXMerchant
    1. Add 'Unlink Merchant' ability to MXMerchant Product.
    2. Add MXAdvantage Surcharge Fee to MXMerchant Payment Report
v1.116
  1. Client Operations
    1. R&D FD Boarding - Equipment through Access One
  2. Partner Operations
    1. Add Ability to Add and Delete an Agreement
  3. Vendor Operations
    1. Enhance GIACT to Show History If DDA Changes
  4. New Product Setup
    1. Add Landlord Station to the Dedup Consumer
  5. Boarding
    1. Update Merchant Details Pricing to Match AA
    2. Feedback: Hide sections and tabs with no data elements
    3. Pricing Display - decimals
    4. Email changes QuickApp Email Option Add Scrollbar to QuickApp App Engine list Clone or Copy
    5. App Engine from Grid
    6. MXC - MFA - MXM Billing 3rd Party Flag Changes
    7. VV
v1.124
  1. Statements & Compensation
    1. Updated the Ledger so it is easier for users to determine the Partner and Merchant/Downline and agreement used in each ledger entry
  2. Boarding
    1. We are working on a number of updates to the Merchant Facing Application to optimize it for Mobile boarding. This work will be fully released when each section is complete in a future sprint.
  3. Product Enhancements
    1. Enhanced the merchant account closures process to automatically allow for accounts to close or create cases for the appropriate teams to manage the closure
  4. Risk
    1. Updated the Reserve history section in the merchant details to record all reserve activity
  5. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.125
  1. Statements & Compensation
    1. Updates to the Data Pump for more accurate pricing elements in MXC from Vimas.
  2. Risk
    1. Updated the account closure process to automatically close accounts with Risk reason codes.
  3. FirstData Integration
    1. Completed the 171 file updates for all Card brands to send updates from MXC.
  4. Product Enhancements
    1. Added automation to move merchant accounts to the correct partner if external IDs are updated in MXC.
    2. Updated the logic for creating TSYS boarding failure cases in order to only create required cases.
  5. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.126
  1. Statements & Compensation
    1. Added and remove labels to merchant accounts for compensation purposes.
    2. Updated Statements to display fees that have already been collected
    3. Updated the Billing Ledger to make it more user friendly
  2. Product Enhancements
    1. Enhanced the Pricing Template UI and functionality to make it easier to create pricing implates.
    2. Added a new SIC grid to manage our SIC's and the industries and Market Segment's they belong to
  3. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.127
  1. Statements & Compensation
    1. Added a new Partner permission to allow select Partners to view the new Statements/Comp User Interface.
    2. Updated the SIC code grid and recreated tiered templates to support the new SIC grid.
  2. Product Enhancements
    1. Added a new Reserve Report for Pueblo Bank
    2. Continued to work on the New Merchant Facing Application Updates
    3. Continued to work on the new Equipment UI
v1.128
  1. Statements & Compensation
    1. Added new Comp Labels to merchant accounts to help define the correct pricing schedule to use when running a comp
    2. Updated the Ledger to add an address to the account column, increase the font size, and removed the MID/Partner ID from the agreement column
  2. Product Enhancements
    1. Enhanced the Pricing UI on the App Assist, Merchant Facing App, and Merchant Details to be consistent with the Pricing Templates
  3. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.129
  1. Statements & Compensation
    1. Added a restriction type on Tiered Grids, so we can apply them to either SIC or Market Segments
    2. Started development on the FirstData product statements/comp
    3. Added the Product Analysis UI to help identify deltaโ€™s when reviewing month over month Product data
  2. Product Enhancements
    1. Released an updated version of the Merchant Facing Application to better support mobile boarding
  3. Risk and Underwriting
    1. Updated the IRS tab on KYC to show the data sent and received from TinCheck
    2. Began work on the Experian BizID API integration
    3. Added Match Reference IDโ€™s in the details on the KYC tab
  4. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.130
  1. Product Enhancements
    1. Updated the Business Type lists to match the list of Market Segments
    2. Updated the Key layout on Pricing and added tooltips to know what the key is
    3. Ran a script to migrate all existing equipment in MXC to the new equipment layout UI
  2. Risk and Underwriting
    1. Added automation to apply the permanent Hold label to accounts placed onSuspended Funds hold
  3. What are our Goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. First Data boarding and maintenance
    5. Equipment Refactor
v1.131
  1. Statements
    1. Added the Mapping tab to the FirstData product to be able to map the billing files to the MXC catalog.
  2. Product Enhancements
    1. Updated the data pump to use the new Market Segment to apply tiered grids to accounts.
  3. Security
    1. Added a partner permission to require Two Factor Authentication for all users at any partner.
  4. Risk and Underwriting
    1. Added Match history to the database and UI
  5. What are our goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation.
    3. MXC Boarding.
    4. FirstData Boarding and Maintenance.
    5. Equipment Refactor
v1.132
  1. Statements
    1. Updated MXC to make Ledger data available to all partners
    2. Updated the Ledger and Statement UIโ€™s to make them easier for users to understand
  2. First Data Boarding
    1. Add the ability to board EBT
    2. Add the ability to add AMEX and Discover numbers to the UI
  3. Boarding
    1. Enhance the Location search UI on the App Assist to present more Location information to the user
  4. What are our goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. FirstData boarding and maintenance
    5. Equipment Refactor
v1.133
  1. Statements
    1. Made a number of UI changes to enhance statements and the User Experience
    2. Added a button to the statement to go directly to the Analysis of the statement
  2. First Data Boarding
    1. Imported a number of FirstData applications
    2. Created a new FirstData New MerchantAccount report to track boarding statuses
  3. ACH integration
    1. Creating cases for specific field changes on the ACH.com account
  4. Risk
    1. Creating cases whenever Match Fails
    2. Generating Match Results PDF
  5. What are our goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. FirstData boarding and maintenance
    5. Equipment Refactor
v1.134
  1. Statements
    1. Enhanced Statement Groups to be able to move Categories and Keys into different Statement Groups.
    2. Updated MXC to use SIC to determine Pricing Template for PPM to UBF Controller
  2. First Data Boarding
    1. Added WEX and Voyager to the FirstData Product
  3. Boarding
    1. Can select any Partner from any downline available when creating an application
    2. Added a Print button to the Delivery page of the App Assist
    3. Added Partner labels on the Applications grid
    4. Updated Pricing to not require Pricing Templates on the app assist
  4. What are our goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. MXC Boarding
    4. FirstData boarding and maintenance
    5. Equipment Refactor
v1.136
  1. Statements & Compensation
    1. We updated the MXC generated Statements to display the year
    2. Added a Go To option on the Statement UI to open a new tab and display the ledger filtered to the data on the statement
    3. Updated the TSYS/FD Product Catalog
  2. MRI/Payfac
    1. Added Account IDs to Locations in Reports
  3. First Data Boarding
    1. Added WEX and Voyager to the FirstData Product
  4. Security
    1. Added a Permission to be able to edit the Industry Type/SIC on accounts
  5. Partner Updates
    1. Updated Non-EP Partner permissions
  6. Underwriting
    1. Added automation to generate a case when OFAC fail
  7. Boarding
    1. Updated the VAR sheet to match the format of the TSYS VAR sheet
  8. What are our goals?
    1. This quarter our team is focused on the following:
    2. Statements and Compensation
    3. Payfac

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