Skip to main content

Release (#21141) - March 4, 2025 at 4:19 PM EST

  • Updated
    Ticket Description

    PART-242

    A new Console side sheet is now available for any application with a failed funding transaction. Similar to how MANTL handles "Booked Pending" applications, this sheet will provide Console users with additional information about the funding failure. Depending on the reason for the funding failure, it will also provide any appropriate remediation options to the Console user.

    Zight 2025-03-03 at 2.00.12 PM

    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 received Customer and Organization Lookup in UAT
    • 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-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

    Change Log