| Ticket | Description | ||||
| PART-643 |
Updated MANTL list of KYC tags and corresponding colors to reflect latest guidance from MANTL's Risk & Fraud team |
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Improved Product Selection Update to the Console product selection dropdown to create a more intuitive and user-friendly experience. The product selection dropdown will now group products by product type and list the products alphabetically by the product name. Product variants will be nested under an expandable chevron.
This was released to UAT 2/3/25, and will be released to Production 2/10/25 |
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| Upcoming DENG-4526 |
To support a wider number of Fiserv Director DMS integrations, we are adding Customer Name to the Fiserv Director standard index file. This will be the rightmost column. This field will include the Customer's full name, in case of a person, or the Organization's legal name, in case of a business. This enables lookup based on the customer name.
This was released to UAT 1/30, and will be released to Production on 2/13 |
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Upcoming Improved Application Creation Experience with Expanded Customer Lookup |
Improved Application Creation Experience with Expanded Customer Lookup MANTL is transitioning all clients to the Expanded Customer Lookup application creation experience. Today, Expanded Customer and Organization Lookup can be toggled on or off in the Digital Branch Manager. After this change, the toggle will be removed, and Expanded Customer and Organization Lookup will be enabled for all clients. For clients already leveraging Expanded Customer and Organization Lookup, there will be no change. Expanded Customer and Organization Lookup improves the application creation experience for existing customers and organization and Console users. Customer Lookup enables locating existing customers and organizations using either Tax ID or Core ID and enables supporting existing customers who do not have Tax IDs (e.g. non residents). Additionally, Customer Lookup surfaces duplicate customer records found in the core, allowing the Console user to select the appropriate record and seamlessly move forward with the application. Learn more about Customer Lookup here.
Note: Customer and Organization Lookup is only available to In-Branch and Digital Support clients.
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Upcoming DENG_2532 |
Update to remove the is_atm_operator field from the Simplified Business Applications Report. |