Changelog

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

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

 

FI Operations App

  • 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

 

FI Operations App

  • 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)