Vantage Changelog
June 7, 2023
- Introduced Task Plans feature
- Added permission based access to task plans
- Added auditing for task plan actions
- Fixed issues caused by assigning tasks to a user group
- Fixed issues with linked files on tasks
- Fixed an issue with task sorting
May 30, 2023
- Added support for Task Plans in Task Manager
May 17, 2023
- Added Ability for clients to mention the task creator in Task Manager
- Added ability for applicants to manually change the completed date in Task Manager
- Added permission for applicants to add comments to external tasks in Task Manager
- Added high risk vs low risk alerts to Oversight
- Added ability to mention groups in comments
- Added Task Manager permission to client applicant role
- Added support for external tasks
- Fixed an issue with “assign to” functionality and display
- Fixed an issue with duplicates in mentions
- Fixed an issue with mentions of users within the same organization
- Fixed an issue with uploading files to tasks
- Fixed an issue with adding comments to tasks as a client
- Fixed an issue with task history display
- Fixed an issue with comments display
- Fixed an issue with accessing Payments module from home page
- Updated filtering for ACH reversal transactions
May 9, 2023
- Added ability to create and edit user groups
- Added task type to task details
- Document Library - fixed an issue with filtering by clients
- Document Library - added client search
- Fixed an issue with linked files on recurring task
- Fixed an issue with .pdf preview
- Fixed an issue with external task visibility for bank users
- Oversight - added merchant high risk vs low risk alert
- Risk Assessment - updated behavior for tasks created by users without access
May 4, 2023
- Added ability to add external comments to tasks
- Added ability to request SSN changes for beneficiary owners
- Document Library - adjusted pagination in client folder view
- Fixed an issue with creating tasks in Risk Assessment
- Fixed issues with highlighting in UI
- Fixed issues related to uploading multiple files
- Fixed issues with accessing messages
- Oversight - Added ability to manually run unusual change in transaction velocity limit
- Risk Assessment - Added label to resolved change requests
- Task Manager - Added ability to set recurrence on tasks
- Task Manager - Added support for external task types
April 26, 2023
- Added ability to generate reports
- Fixed a bug related to comments
- Improved field visibility validation for application reviewer
- Minor UI improvements for transaction history views
April 13, 2023
- Updates to allowed characters in filename upon file upload
- Update to enable multi-file upload with existing applications
April 12, 2023
- Added support for multiple document uploads per question
- Enhanced task notifications
- Minor UI improvements
- Oversight: added ability to manually run limits
- Oversight: enhanced threshold settings and user permissions
April 7, 2023
- Added Task Manager enhancements for file upload categorization
April 5, 2023
- Fixed an issue with file uploads
- Minor improvements to task manager
April 3, 2023
- Oversight - Added ability to automatically trigger daily and monthly ticket recalculation
- Oversight - Added ability to manually trigger report generation with user parameters
- Oversight - Added dashboards for portfolio utilization
- Oversight - Added Ability to manually run chargeback/sales dollar limit
- Oversight - Added Ability to manually run chargeback/transaction volume limit
- Oversight - Added ability to search for the limit to run in the limit settings from the dropdown
- Oversight - Added dollar sign to threshold settings
- Oversight - Fixed an issue with pagination on threshold settings page
- Oversight - Fixed an issue with sorting in the processors list
- Task Manager - Added descriptive change history log on tasks
- Task Manager - Added ability to add final summary comment at task completion
- Task Manager - Fixed an issue with description change history display
- Task Manager - Fixed an issue with some tasks being inaccessible
- Removed ability to upload .svg and .txt files
March 28, 2023
- Oversight - Added ability to manually trigger report generation with user parameters.
- Oversight - Added threshold configuration per ISO
- Oversight - Added ability to manually run limits check
- Oversight - Added sorting to threshold settings
- Oversight - Notification recipient now optional when configuring limits
- Added sorting to task name dropdown
- Added ability to upload multiple files at once
- Fixed an issue with document library search
- Fixed an issue with completed date in task manager
- Oversight - Fixed an issue where the actions column was missing in the control limits list
March 21, 2023
- Added start date and completed date to task details
- Added edit and archive functionality to Task Manager items
- Enhanced file preview
- Fixed a bug related to document filtering
- Improved audit logging event name filter
March 15, 2023
- Updated exception details with exception source
- Fixed an issue with display of merchant/processor data in exception view
March 13, 2023
- Fixed issues with Oversight limits and exceptions.
March 6, 2023
- Added audit logging to document library actions
- Added comment functionality and ability to @ mention users throughout Vantage
- Added column sort for clients list
- Added sort and pagination to documents library
- Added support for an expiration date on document library items and notification of items approaching expiration
- Enhanced UI for discovery questionnaire
- Fixed a bug related to comments and mentions
- Fixed a bug related to saving a risk assessment with changes requested
- Fixed a bug where to ensure an email is sent when a user is invited to a file
- Improved changes requested notification
- Minor notification enhancements
- UI fixes and improvements
February 10, 2023
- Added ability to generate tasks from documents
- Added commenting and user tagging functionality for documents
- Updated documents in next steps section to discovery questionnaire
- Added new fields to the discovery questionnaire financial information section
- Added support for comments on tasks
- Added user tagging to risk assessment commenting
- Minor UI improvements and fixes to Document Library and Risk Assessment
- Enhanced risk assessment audit logging
- Added new Application: Annual Gaming License Request
January 26, 2023
- Added ability to request changes on Risk Application questions in Risk Assessment
- Added ability to comment on Risk Score
- Added character count for comments in Oversight
- Improved Risk Assessment commenting behavior
- Improved Change Request functionality
- Improved comment editing functionality in Oversight
- Updated Review Role permissions
- Updated Change Request logic for Risk Assessment
January 24, 2023
- Added labels to risk assessment list view
- Added logic for unusual change in transaction velocity
- Added oversight access control panel
- Added audit log and comments to risk assessment
- Enhanced capabilities for limit exceptions
- Enhanced risk assessment collaboration logic
- Fixed a bug related to application status and modifications
- Minor UI improvements and fixes
- Added ability to comment on exceptions in Oversight
- Added Task manager integration in Oversight
January 19, 2023
- Fixed issues related to Document Library file handling
- Spaces now allowed in file/directory names
January 5, 2023
- Added support for additional filetypes in Task Manager
- Enhancements and bug fixes for the Risk Assessment Module
- UI quality of life improvements and bug fixes
December 21, 2022
- Risk Assessment UI enhancements and minor bug fixes
- Updated risk calculations
- Updated application overview response
December 20, 2022
- Added support for Risk Assessment
- Enhanced question management functionality
- Minor bug fixes
- UI enhancements
December 13, 2022
- Added support for additional file types in the document library
- Minor UI bug fixes
December 8, 2022
- Added user audit history information for files and directories
- Enhanced Document Library permissions and functionality
- Minor UI improvements
November 22, 2022
- Added support for global limits within the Oversight module
- Added ability to certify identification documents
- Added ability to edit users
- Added country list to questionnaire answer section
- Added support for read only form view
- Added support for an Organization Admin role
- Added support to display revoked access and reactivate the user
- Enhanced Risk Application for client and bank programs
- Enhanced Task Manager to support viewing of linked files in browser
- Enhanced system notification messaging
- Enhanced UI to display an asterisk next to required form fields
- Improved application filtering UI
- Improved dater picker validation
- Improved conditional field validation
- Improved reviewer UI experience
- Improved Questionnaire filter criteria
- Fixed a bug where a user is unable to save an invalid entry
- Fixed a bug where pagination was missing after filter criteria was applied
- Minor UI enhancements and bug fixes
- Modified Change Requests comment ordering to be ordered by date
- Persist filter criteria after viewing a records details
October 19, 2022
- Added oversight filtering for available merchants
- Fixed a bug related to editing oversight limits and merchant field
- Improved limit exception UI message
October 18, 2022
- Added edit/delete functionality to Oversight limits
- Added filters and pagination to Oversight settings
- Added control monitoring
- Enhanced Oversight user permissions
- Enhanced Oversight limit exception details
- Minor UI fixes
October 11, 2022
- Oversight module launch
- Added control monitoring pages
- Added new role and permissions for oversight access
- Added notifications for mentions
- Added pagination and filters to settings table
- Enhanced filtering capability to client selection and accounts pages
- Fixed a UI issue related to summary section and page changes
September 8, 2022
- Fixed an issue with task manager configurations
- Fixed an issue with reviewer application list
- Added additional task filtering
- Added fields for questionnaire sections
- Enhanced field validation
- Added read only view role for banking users
August 16, 2022
- Vantage launch (beta)
Updated 2 days ago