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)