Release (#21988) - May 8, 2025 at 4:13 PM EDT

Change Log

Ticket	Description
ENH-2592	BUP applications will no longer hide most completed required action buttons. The only required actions that will be hidden are those hidden in the create account checklist
Upcoming: Enhanced Joint Owner Approval Process	Upcoming: Enhanced Joint Owner Approval Process To support upcoming feature enhancements and improve compliance, MANTL will be implementing a change to how account owners sign off on new joint owners in the Console. Today, existing account holders do not need to provide written consent to new account holders being added to the account. After this change, existing account holders will be required to sign when a new owner is added to an account in the Console. An email requesting a signature will be sent to the existing account holder and need to be completed prior to the new account holder being added to the account. This change only pertains to the Console experience, the self-serve experience will not change. Learn more about this change and watch a demo here. This is planned for release to UAT on May 14, and Production June 26
Upcoming: Multiple Joint Owners	Upcoming: Multiple Joint Owners Better serve the needs of your customers, particularly families, by supporting multiple owners on an account. Multiple Joint Owners supports the ability to add additional owners to consumer accounts post-booking through self-serve and the MANTL Console based on the configuration of your institution. Learn how to configure Multiple Joint Owners here. Note: Core testing by your institution should be done prior to enabling in Production and Sendgrid updates are recommended. This is planned for release to UAT on May 14, and Production June 26
Data Changes
Reminder DENG - 4873	New metrics and filters will be made available in the existing KYC Dashboard to provide insights into your KYC process. Metrics Rates: Auto-Approval, Auto-Rejection and Manual Review Rates (Overall, Approval, Rejection, Action Required) Counts: KYC Evaluations and Applications counts for Submitted, Auto-Approval, Auto-Rejection and Manual Review (Overall, Approval, Rejection, Action Required) Tags: % of Applications by Tag split out by Approvals, Rejections and Manual Reviews Filters Product Type Product Name Customer Type Is Existing Customer Flag KYC Tag Marketing Channel Application KYC Outcome Initial KYC Outcome The dashboard also enables cross filtering where users can select a data point in one dashboard tile to have all dashboard tiles automatically filter on that value. These changes will go to UAT on April 24th and PROD on May 8th.
Reminder DENG-3626	Update to add a column containing the notes recorded on a manual funding transaction. The new column will be added to the Simplified Funding Report, Simplified Business Applications Report, and Simplified Consumer Applications Report. Simplified Funding Report Manual Funding Note. Data type: String. Position: Between the current Driver License (State) and Application ID columns. Simplified Business Applications Report Manual Funding Notes. Data type: String. Position: Between the current Funding Amount and Documents Uploaded columns Simplified Consumer Applications Report Manual Funding Notes. Data type: String. Position: Between the current Funding Amount and Documents Uploaded columns This will be released to UAT 5/8 and Production on 5/27
Reminder DENG-3690	The Role Changes Report has been modified to include changes to users' roles. Following the change, the additions and removals of users from a role will be captured in the report with the "Event Name" UserRolesUpdated. To provide data for these events, the following four columns will be added to the end of the report: Modified User ID Modified User Name Roles Added Roles Removed This will be released to UAT 5/8 and Production on 5/22