1. Ability to Require Individual Scoring Components
Users can now make standard and custom scoring components a workflow requirement. If the scorecard is flagged as required, users will be unable to complete the checklist until the scorecard is completed.
To enable this configuration:
Navigation: Task Console > Credit Request > Credit Document/Data
Error message when a requirement has not been completed:
2. Enhancements to Outbound ERP Documents API - File Naming Convention and Configurable File Folders
Bectran now supports the ability to load documents from external systems into configurable file folders through our outbound ERP Documents API.
The file naming convention has been enhanced for any files loaded directly into the configurable folders to include the FOLDER ID: ACCTNUM_FOLDERID_FILENAME.
Navigation: Account Settings > Enterprise Package > Doc Load Config.
To find out more about loading documents into Bectran from an external system, please reach out to your Bectran representative.
3. Credit Bureau Status Capture
Users can now view the reason for failure when pulling a credit bureau report. The platform will provide a brief description of why the bureau report pull attempt failed.
Navigation: Home > Credit Request > Credit Document/Data
4. Ability to Assign Custom Attribute Groups on Credit Card Form
Users now have the ability to assign custom attributes to the credit card form. This allows customers to pick from a list of options and select their preferred payment terms or other payment-specific considerations.
Navigation: Account Settings > Credit Policy > ACH/EFT/CC > Form Type: CC
To configure the custom attribute group, please reach out to your Bectran representative.