Changelog

Stay informed with all the latest product enhancements, bug fixes, and feature updates in our official changelog.

February 18, 2026

[Sidecore]

  • New APIs to Get & Add attachments 
  • Improvements to Loan Funding debit transaction 
  • Improvements to Loan Principal Balance mapping 
  • New API returns the Deposit APY for the Deposit Daily Interest 
  • Update Primary Account Sequence in CMS on every new card 

 

[Atlas]

  • Feature to Get and Add multiple attachments to a Support Ticket 
  • Displays File Attachments for existing Support Tickets 
  • Improvements to the Active Filter to function the same across Atlas 
  • Grouped Individual Card Transactions 

 

February 11, 2026

[Sidecore]

  • Prevent premature statement generation 
  • Update for Card Transaction Return Type 
  • Loan Management changes for Principal cut off date 
  • Added more payment data to Loans 
  • Atlas tax document create, update and delete APIs 
  • Added Loan Funding Credit Type 
  • Additional Card API properties 

 

[Atlas]

  • Updates to Card screen by individual for card display list 
  • Create, Update and Delete an individual card 
  • Filter by active cards 
  • Adds Card Transactions and details 

 

February 4, 2026

[Sidecore]

  • Card APIs 
  • Prevent purging records for customers not purged 
  • Added an interest and principal breakdown for loan payments 
  • Loan balance and manual payment post APIs added for Atlas 
  • New Add and update states API for Atlas 
  • Improvements to memo rules for recent transactions 

 

[Atlas]

  • Added 1099 test file logic 
  • Fix to notification settings update  
  • Fix to loan payment options menu 
  • Added state settings for tax filing to add or update state 

January 20, 2026

[Sidecore]

  • Update for individual data deletion and fail check added
  • Fix for delete customer
  • Added more tables to the Individual manager
  • Fix to query used by ACH Warehouse Atlas API
  • 1099 Tax data improvements and ordering by created date

 

[Atlas]

  • Improvements to the 1099 tax screen. Includes updated flow, filtering, error alerts and functionality to tax filing review

 

January 2, 2026

[Sidecore]

  • Fix to ACH query for GL incoming totals
  • Fix to payment date generation for loans
  • Improvements to handling multiple ACH return in single batch

December 2025

Sidecore

  • Updates for Financial Statement Generation
  • Improvements to Installment Loans – payment calculations and loan creation
  • Added Auto Payment Option for Monthly Loan Payment
  • Added New API to Get Loan Statuses
  • Improvements to Payment Date Generation

 

Atlas

  • Add Transaction – additional slot info for transfer slots
  • Improvements to Support Tickets – comments section
  • Improvements to Statements
  • Updates to Loan Status and Payments – fixes payment order and status colors

 

Additional Changes

  • Continued Loan Updates and Improvements

November 2025

Sidecore

  • Improvements to Transfer Instruction Processing
  • Added Customer Loans Balance Method
  • New Card Workflow
  • Improvements to Customer Statements
  • Added New “Search” API’s
  • Improvements to Active Transfer Instruction Query

 

Atlas

  • Linked Accounts – ability to update account and routing numbers
  • Improvements to Support Tickets – adds dates
  • Improvements to GL Net Start Date Calculation
  • Updates to Balances and Adds Loan Balances
  • Additional Filtering for ACH Outgoing View
  • Update to Include Search by Routing Number
  • Improved URL Refresh for Parallel Session Navigation

 

Additional Changes

  • Continued Card Updates and Improvements

October 2025

Sidecore

  • Update Slot Status
  • Improvements to Customer Transfer Instruction
  • Update to Paid Status for Lending Payments 
  • Send Operations App Notifications
  • Customer Linked Accounts ACH Items API
  • Update Account API and Parameters
  • ACH Processing handle Corrective ACH Items
  • Auto-Retry logic for Batch Processing – handle unknown networking errors 

 

Atlas

  • Notification Improvements – bell UI for notification alerts and links
  • Adds notes for Transactions
  • Toggle to Activate or Deactivate a Slot

 

Additional Changes

  • Card Updates

September 2025

Sidecore

  • Added Loan Payment Core/API’s
  • Customer Transfer Instruction Update
  • API’s for Support Board
  • ACH: Reprocess Inactive Legacy Slot Numbers before Origination

 

Atlas

  • Support Board Improvements
  • Update Individual Email

 

Additional Changes

  • Dynamic Data for DevOps Email Notifications

August 2025

Sidecore

  • Financial Customer API’s
  • ACH Incoming file Process Credits first then Debits
  • International ACH Transactions allow to return and process
  • Allow Legacy Account Number Prepend and/or Append default values

 

Atlas

  • Restructure FI API’s
  • Update ACH Settings
  • Search/View Business Information
  • Fix issue with Portfolio Status update
  • Show all Individual ACH Returned Items

 

Additional Changes

  • Use Azure Open Telemetry for all our API’s
  • Automated Testing

July 2025

Sidecore

  • Customer Transaction Debit/Credit Limit Overrides
  • Custom Customer Tags

 

Atlas

  • Search by Customer Guid
  • Add/Update/Remove Customer Tag on an Individual
  • Add/Update/Remove Transaction Debit/Credit Limit Overrides on an Individual
  • Show/Add Comments on Support Issues

 

Additional Changes

  • End of Day Processing for Business Portfolio

June 2025

Consumer Installment Loans

New APIs

  • Posting a CIL
  • Posting a manual payment
  • Getting balances (multiple)
  • Delaying a CIL payment

 

API Modifications

  • Added ID to “LoanPaymentType” and “LoanFundingType” classes
  • Made ‘S61’ a public string instead of private in “LoanAutoPaymentTypeCode” class
  • Ability to see the ‘loanGuid’ when a slot has a loan tied to it
  • New properties to “AdvanceLoanPayment” class to map to current S61 model

 

Additional Changes

  • New CIL request model
  • New CIL balances record

 

S61 Frequency

New API

  • Get S61 Frequency

May 2025

ACH Scheduled Save

New APIs – Customer Endpoints

  • Get

    • A single scheduled save

    • All scheduled saves

    • Scheduled save history

    • Future transfers

  • Create

    • A new scheduled save

  • Update

    • An existing scheduled save

    • Scheduled save status (active, paused, or cancelled)