Bug Fixes
Application Checklist/Required Items
This release fixes an issue where new signature and attestation required items were created after an account was already booked to the core. This addresses an issue that made it appear as though customers had not submitted all required items on a complete application. Application records that were affected by this issue have had their data corrected for audit accuracy.
Enhancements
Reports
This release introduces new ways to help financial institutions export MANTL data for their own use. Within the MANTL Analytics & Reports section, you'll now find the following report options:
NEW: Topic Reports
- KYC/AML Evaluations
- Funding Transactions
- Email Report
- Behavior Report
- Acquisition Report
- Documents Report
For more detail on these reports, read this article.
NEW: Consumer Application Reports
These new reports were built to help facilitate the same level of insight that is currently provided on Business Applications. As with business reports, use these consumer application reports as a way to understand how a customer looked in the MANTL system at the time a new account was opened, or when they were added to an account as a secondary owner. New reports include:
- Consumer Deposit Create Account
- Consumer Deposit Add Secondary Owner
UPDATED: Business Application Reports
We have included a column for organization_kyc_details in the Business Deposit Create Account report. This column shows data from Alloy, including tags that determined the overall outcome of the application.
Account Page
Cards & services can now be managed from Account Manage Cards/Services found on a customer's profile. This section includes two new sub-sections for:
- Manage Cards - Order new cards and link existing cards to an account
- Manage Services - Order new checkbooks and other product services
Customers Module Table Updates
This release introduces changes to the Customers Module table allowing for additional functionality without leaving the page. Users can now:
- Assign, search, and remove assignees directly from the Assignee column of any application line on the main table view
- Items within the table view now automatically copy to the clipboard when clicked.
Filter Updates
All tabs of the Customers Module now support filtering items by a value of Unassigned, allowing end-users to easily determine which items need to be assigned to team members
Services Tab
The Customers module now shows a dedicated Services Tab. This houses all requested services in the order that they were most recently requested and supports:
- Searching through services by Customer Name, Service ID & Account ID
- Filtering services by type and status to quickly find services needing fulfillment
