| Ticket | Description |
| ENH-401 |
Enable BCC for Automated Emails - MANTL now allows for BCCs to be included on automated emails generated by Sendgrid. This increases visibility into customer-facing communications, allowing you to retain records of all emails sent to customers or providing additional oversight on Adverse Action emails. The BBC field can be configured on individual email templates, on a specific email series, or on all transactional or drip emails universally. For example, you could have one email address on Adverse Action emails and another associated with all other transactional or drip emails. To set this up, submit a Zendesk ticket with the desired email address and confirm the email templates or the email series it should be tied to. |
| ENH-269 | New person-level field [isSubjectToBackupWithholding], if this field is configured the applicant in Self Serve will be prompted to answer “Are you subject to backup withholding?” on the identity page. In the Console this will be available on the Person Profile in the Additional Details section. To configure this field, please submit a Zendesk ticket. |
| ENH-165 | If an application is canceled in the Console by a banker, you can now opt to send automated email notification to the applicant informing them of the cancelation. To access this template: visit your UAT environment, click on the Sendgrid integration, select Dynamic Templates, and find the customerApplicationCanceled template. Once you are satisfied with your email, submit a ticket in Zendesk so MANTL can confirm the configuration. |
| ENH-311 | Update to display all client-defined tags or codes in the manual review sidesheet, along with Socure’s new set of reason codes released 1/23/23. |
| AT-216 | Update to allow configuration of the order of fulfilling documents for triggered document upload requests. If you would like to reorder these, please submit a Zendesk ticket and confirm your order preference |
| ENH-342 | The account Primary Owner can now be added to emails sent to joint owners, such as rejection and drip emails. |
| ENH-385 | Update to accept up to 17 digits in the manual funding account number entry field |