Bug Fixes
Removed duplicate term disclosure check box
On the Review and Sign page of the self-serve application, we removed a duplicate “I have read and agree to the site terms and disclosures” check box.
Missing Optional labels on Person Profile form
Some optional fields on the self-serve Person Profile form were not labeled as such. All optional fields are now clearly labeled Optional.
Resolved issue with CVV verification
There was an issue that prevented some CVV verifications from going through FirstData debit card funding correctly. This has been fixed.
Enhancements
Maturity date displayed on Onboarding and Account Information based on customer core data
MANTL’s self-serve experience now shows you the maturity date according to customer’s core for CDs on both the Onboarding screen for booked applications and in the Account Information.
If no maturity date is available from the customer’s core, you’ll see a Days to Maturity field instead.
New product quantity limits
You can now limit the quantity of a product that a user can apply for without them first signing in to the self-serve experience. For example, you may have a promotional product that you can limit to one per customer.
Even if the user isn’t signed in when applying for the product, MANTL cross-references with your core to enforce the limit appropriately.
Improved Review & Sign page for editing existing customer information
Previously, there were no clear instructions for existing customers who tried to edit their information on the Review & Sign page of the self-serve experience. To help ensure the most up-to-date information is available, MANTL now prompts the user/business to contact their financial institution before they can proceed with the application.
Enhanced credit union support in self-serve
The self-serve experience has been enhanced to include support for credit unions without a dedicated primary share account strategy. This includes removing mentions of additional primary share accounts/funding on the Review & Sign page.
New proofOfEIN and associationProofOfOfficerIdentities Alloy tags
You can now use two new tags in Alloy to trigger specific documentation requirements in your workflows to request proof of FEIN and proof of Officer Identities for Associations.
New toEmailAddress and fromEmailAddress SendGrid variables
You can now use the toEmailAddress and fromEmailAddress variables in all customer-facing templates in SendGrid. For example, you can now specify who the intended recipient is in the body of the message.
Tooltip improvements for Console
Our tooltips in the MANTL Console have been improved and updated for a better look and feel.