Release (#22678) - July 24, 2025 at 4:18 PM EDT

Ticket

Description

Signature Card Update

PART-813

Update to the Signature Card on application PDFs for improved readability. 

Changes are highlighted in green and include: 

• New layout to improve clarity
• New multi-account funding total
• Branded footer

Legacy	New

This update will be released to UAT 7/30 and Production 7/31.

Person Profile Update
ENH-2684

Update to the Console to add a new section header in the Person Profile above all of the contact information fields (Email and phone numbers).

Legacy	New

Reminder: Permission Update

L-625

MANTL is making an update to manual review permissions that will impact the current behavior for document uploads.

Current Experience:

• Self Serve/Online: When any document is uploaded by the self serve user it requires manual review by someone with the “Ability to approve or reject documents” permission.
• Console/In-Branch: When any document is uploaded by a console user it is automatically approved and requires no additional review

What’s Changing:

• Self Serve: Nothing is changing, current experience will remain the same
• Console: When a document is uploaded by a console user without the “Ability to approve or reject documents” permission, documents will require a manual approval by someone with that permission.  When a document is uploaded by a console user with the “Ability to approve or reject documents” permission, documents will continue to be automatically approved.

Action required: Please review your team’s permissions and make any updates necessary prior to 8/19. Learn more about accessing User Permissions Reports here.

Note: This applies to all Loan and Deposit clients. 

This change will be released to UAT on 7/23, and will be released to production 8/19.

Reminder: Bulk Account Opening Update

Bulk Account Opening for Banks will be released to Production on August 19th, 2025

To allow for additional testing and more time for Sendgrid updates MANTL has made the decision to extend the release date of Bulk Account Opening to August 19th, 2025. 

Clients are encouraged to continue testing and team training of Bulk Account Opening in preparation for the upcoming release.

Banks may self-release Bulk Account Opening prior to August 19th by toggling it on in the DBM. Navigate to Digital Branch Manager > Client Setup > Settings > Application Details > “Bulk Applications Enabled”

This is currently available to Bank clients only, and will be available to Credit Union clients in the coming months.

Reminder: Sendgrid Email 

Update

Note: The Sendgrid update deadline has been extended to August 19th, 2025

Action Required: Sendgrid Updates for both Online and In Branch Bank Clients.

To accommodate upcoming feature enhancements Sendgrid emails that reference product names need to be updated to accommodate multiple product names in email notifications.

MANTL has populated your Sendgrid account with updated templates that will be used for all applications. Please review, test, and edit these templates.

Click here to learn more about updating your Sendgrid templates.

Note: if customizations were made to your original templates and are not updated, these customizations will not be carried forward.

This does not impact emails that do not reference product-specific dynamic tags.

This does not apply to Credit Union clients at this time.