Enhancements
Support for joint or non-joint checkbook orders
With this update, MANTL adds the ability to request joint checkbook orders for Consumer accounts where there is a joint owner. Primary account owners can request checks from the account onboarding screen of the self-service experience and will be presented with a new option to order joint checks, in addition to the existing option to order checks for themselves.
In the event that a joint owner application is in flight and has not been booked, the self-serve experience will display a warning. This warning indicates that submitting a request for checks at this time will result in an order in name of the primary account owner only, and suggests waiting until the joint owner application is completed and booked before proceeding.
New document-based verification triggers
This release introduces new document verification tags that can be incorporated into Consumer and Person Relationship workflows built in Alloy. These tags add the ability to trigger new application Checklist required items for the following document types:
- Proof of Identify
- Proof of Address
- Proof of Income
- Proof of Employment
To incorporate these into your Alloy workflows, please reach out to your Customer Success Manager.
Ability to edit imported People
In the event that a Person is imported from the core without an email address or other fields required by MANTL, this can be entered through the MANTL Admin Console. Note that updates made to MANTL must be made manually in the core to reflect these changes.