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)