November 25, 2022

1. Account Statement Filter Enhancements

Account statements now allow users to see their filter selection in real-time and proactively correct information before confirmation on the same screen. This functionality will reduce the number of clicks and time spent navigating multiple screens.

2. Audit Log Enhancements for User Administration, Terms and Conditions and Personal Guarantee Settings

Users will now be able to review audit logs  of each change made on user administrators, terms and conditions and the personal guarantee of the credit policy. This allows all Administrator users to be able to audit these sections and provides more oversight and consistency, in addition to better visibility of any adjustments made.

3. Routing Number Field for Bank References

Routing numbers will now be displayed as an optional/required field in the bank reference section. This enhancement will help to streamline the bank reference process.

4. Scoring Component Requirements for Auto-Approvals

The update to have IDM acknowledge all required fields and scoring components helps to avoid inconsistencies in scoring. Only if all required scoring components are present will IDM auto-approve a request .

5. AR Data Scoring Enhancement for Max Days Past Due

AR Users can now evaluate which past due aging bucket a customer is in, which will provide users another layer of checks and balances in their scoring models. AR data like the maximum days past due can be leveraged when evaluating credit reviews for portfolio customers, or if existing customers with past due AR apply for another job.