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Saved and Default Filters for Console Queues (UAT Only) - We’ve added functionality within the Console Queue which enables a banker to create and save multiple filtering criteria for quick and easy access in the future. A banker can also set a Default Filter that will be automatically applied to the Console Queue at login - surfacing the most important items and streamlining workflows. This is now available in UAT environments and will be released to Production in February. View more details here |
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Reporting Enhancements - The MANTL reporting suite has been updated and refocused. The data quality is cleaner and more reliable, providing a faster and more readily usable analysis of your financial institution’s accounts and processes. This update simplifies and streamlines the available fields, and reports are more self-contained, removing the need to merge multiple reports. These updates are now in Production environments and legacy reports will continue to be available for 12 weeks after the release. View more details here. |
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| DO-2247, DO-2229, DO-2230 |
Improved support for CDs - In the Digital Branch Manager (DBM), updates have been made to the CD product setup screen to account for differences in APY and interest rates. Changes include:
In addition, if provided, Interest Rate is now displayed:
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| DO-1518 |
New suggested secondary owners on consumer accounts - When adding a secondary owner to a consumer account, MANTL will display users over the age of 18 who are associated with your other consumer accounts as potential options. Those users can be invited using the Invite button. If a displayed person is missing an email address, customers will see an error message directing them to contact their financial institution to update their information before proceeding. Customers can also continue to invite secondary owners as before, by adding an email address to the Invite field. If the email address is recognized in the system, the secondary owner can complete the application as an existing customer. |
| DO-2231 | Attestations displayed on the Review and Sign page of the self-serve experience now support line breaks |
| DO-2154 |
Updated dropdowns in the self-serve experience to be preselected if there is only a single option available and a response is required |
| DO-2153 |
Added the ability to edit subtext under “Add Joint Owner” in the self-serve experience. To configure this, please reach out to your Implementation or Account Manager |
| DO-2148 | MANTL now passes the device type used to apply through the self-serve experience to Alloy to be used in KYC decisioning
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