Release (#22934) - August 19, 2025 at 5:48 PM EDT

Ticket	Description
	Bulk Account Opening for Banks will be released to Production on Tuesday August 19th, 2025 at approximately 3:30 ETBulk Account Opening enables Console users to open multiple accounts with a single application creating more efficiency for bankers and a better experience for customers.   Reminder all Sendgrid updates will need to be made prior to August 19th. Review the Bulk Account Opening knowledge base article here. Note: On 8/19 the Bulk Account Opening toggle will be removed from the Digital Branch Manager and the experience will be enabled for all bank clients. Any in-flight applications will be booked as expected and will not be impacted by the release This is currently available to Bank clients only, and will be available to Credit Union clients in the coming months. (edited)
PART-860	Update to make Qualifile Scores available in Qualifile specific adverse action sendgrid template for Effectiv clients.
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 was released to UAT on 7/23, and will be released to production 8/19.
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.
	Data Updates
DENG-4629	Update to add ACH File Name to the Simplified Funding Report We've enhanced the Simplified Funding Report to include ACH file names, enabling financial institution back-office teams to easily reconcile individual funding transactions with their corresponding ACH files. Previously, users couldn't trace which specific transactions were included in each daily ACH file they received from MANTL. Now, the ach_file_name column is available across all reporting access modes (Console Reports, Data Export, DirectSQL, and Custom Analytics), allowing for seamless reconciliation between funding reports and ACH files and improving operational efficiency for back-office reconciliation workflows. This will be deployed to UAT on August 7th and into Production on August 28th.
DENG-4070	Enhance User Input Method column in Simplified Funding Report We've enhanced the Simplified Funding Report's "User Input Method" field to distinguish between different types of internal transfers based on funding source. Previously, all internal transfers were grouped together, making it difficult for customers and internal teams to understand whether transfers were funded by the customer or the financial institution. The report now clearly labels transactions as "Customer-Funded Internal Transfer" (when funded from a customer account) or "FI-Funded Internal Transfer" (when funded by the institution), providing better visibility into transfer types and improving reporting clarity for both operational teams and customer-facing analytics. This will be deployed to UAT on August 7th and into Production on August 28th.
DENG-4928	Show 'client_id' in Role/Permissions Changes Report We've added the client_id field to the Console version of the User Permissions report to achieve parity with the Data Export version. This enhancement addresses compliance requirements for financial institutions with multiple charters who need to demonstrate that their employees only have access to appropriate client data within their designated charter. The client_id column now appears in all User Management Reports, providing clear visibility into which clients each user can access and enabling institutions to easily generate audit trails and compliance documentation for regulatory purposes. This will be deployed to UAT on August 7th and into Production on August 28th.
	Update to add Role/Permission Changes Report to Data Export We've added the Role/Permission Changes report to the Data Export functionality to provide programmatic access for financial institutions. Previously, this report was only available through the Console interface, limiting banks' ability to automate user management auditing and compliance processes. The report is now accessible via Data Export service accounts, enabling institutions to integrate role and permission change tracking into their automated reporting workflows and compliance systems without manual data extraction from the Console. This will be deployed to UAT on August 7th and into Production on August 28th

Change Log