Release (#21049) - February 25, 2025 at 4:15 PM EST

Ticket

Description

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.

• 2/26* All clients will have Customer and Organization Lookup in UAT, and the toggle will no longer be available. *Updated from 2/19 for additional testing
• 3/5 All clients will have Customer and Organization Lookup in Production, and the toggle will no longer be available in the Digital Branch Manager

Note: Customer and Organization Lookup is only available to In-Branch and Digital Support clients. 

Legacy Application Creation	Expanded Customer Lookup

Data Changes

Data Change

Upcoming

DENG_2532

Update to remove the is_atm_operator field from the Simplified Business Applications Report.

This will be released to UAT 2/13/25 and to Production 2/27/25

Data Change

Upcoming - DENG - 4078

Adding a Signature Type column in Simplified Agreement Reports, available in modes in the following reports:

• DirectSQL
• Data Export
• Console Reports

This will be released to UAT 2/13/25 and to Production 2/27/25

Data Change

Upcoming -DENG-4528

We are adding a new field to simplified reports that determines if the applicant created a new credit union membership in the act of opening their application. The value will be populated for all booked accounts. It will be located to the right of the Is Application With Existing Customer field in the following reports

• Simplified Acquisitions Report
• Simplified Decisioning Report
• Simplified Consumer Applications Report
• Simplified Business Applications Report

This will be released to UAT 2/27/25 and to Production 3/13/25