Vantage Changelog
November 22, 2024
- Fixed a UI issue with audit log details
November 5, 2024
- Application improvements for V2
- Application change request improvements for V2
- Notification improvements for V2
July 2, 2024
- Added support for change requests
- Enhanced application functionality
- Enhanced organization logic
- Minor frontend fixes
April 11, 2024
- Added ability to update application status in the UI
- Updated Application Management notifications, supported question types, and audit log
- Added support for Application template version tracking
- Added support for Application Management by organization
February 22, 2024
- Added ability to preview already published applications
- Added new fields to applications
- Added ability to delete multiple questions at once
- Added ability to filter available application types by organization
- Added ability to add more than one file to the document field type
- Added ability to set an “Application Title” to the application template creator
- Added ability to create a draft from an existing published or archived application
- Added ability to delete risk applications
- Enhancements to template details view
- Fixed an issue preventing creation of change request for risk applications
- General front end fixes
- Integrated creator module with templates module
- Updates to additional account application fields
- Updates to audit logs
- Updates to discovery questionnaire financial and key personnel fields
- Updated application management permissions
February 5, 2024
- Added support for new question types to application builder
- Added ability to edit question, section, and application
- Added ability to create questions in application builder
- Added ability to check progress and errors from reviewer page
- Added ability to set default assignee in task plans
- Added sorting to the users table
- Added sorting to the risk assessment dashboard
- Added ability to save a task plan after deleting a single task
- Added ability to delete an active application
- Added ability to add authorized signers on applications after changing the company type
- Added ability to sort task plans ascending or descending by date
- Added ability to “add to calendar” from task
- Fixed multiple issues with UI
- Fixed issues with batch downloading a large amount of files in documents library
- Fixed an issue preventing the selection of client users as assignee when creating a new task
- Updated password protected files preview to indicate a locked file and provided an unlock button
- General UI Improvements
December 6, 2023
- Additional optimizations for message consumption
December 5, 2023
- Added additional columns to Large Reportable Transactions report
- Fixed a UI issue
- Added optimizations and additional configuration options for message consumers and producers.
November 30, 2023
- Performance improvements
- Updated large reportable transaction logic calculation and handling based on user feedback
November 27, 2023
- Added additional columns to the Movement Cross Border Report: Country, Country Code
- Added Kosovo to countries list
- Added a view to browse rejected data that failed data validation
- Updated Large Reportable Transactions logic, calculations, and handling
- Updated Movement Cross Border limit to trigger on incoming OR outgoing foreign transactions
November 21, 2023
- Fixes for data handling in Oversight
November 20, 2023
- Added Movement of Funds: Cross Border Limit
November 17, 2023
- Added ability to fetch all verticals and their limit types
- Added High-Risk Transactions: High Risk Country
- Added Large Reportable Transactions limit type
- Improved Digital Asset data aggregations
November 16, 2023
- Introduces new vertical Digital Assets
- Introduces ingest and aggregations for Digital Assets Wire transactions
October 31, 2023
- Updated Large Reportable Transaction output
October 17, 2023
- Showing amounts instead of counts in one of the reports
October 13, 2023
- Added merchant name to excessive OCT Payout limit payout report
October 12, 2023
- Added ability to view run history
- Adjusted Repeat Transaction and OCT Payout limit logic
- Fixed navigation issues
- Fixed an issue with redirects from the limits page
- Fixed an issue with Alert Page limit alerts
October 10, 2023
- Added ability to schedule asynchronous limit run from controller endpoint
- Added ability to store historical run limits
- Adjustments to date picker behavior
- Fixed an issue with the alerts page
- Fixed an issue with repeat transaction reporting
October 2, 2023
- Performance updates for Oversight
September 26, 2023
- Added queues by vertical
- Added ability to view alert reports
- Enhancements for Oversight
September 21, 2023
- Added information to Audit Log about files removed from Task Plans
- Added sorting capability to Applications list
- Added ability to bulk download or many-select and download documents
- Added copy link button to Oversight
- Added ability to search for users when selecting from dropdown in User Groups
- Enhancements to date picker behavior in Oversight limits
- Enabled multi-select of users when creating user groups
- Fixed an issue with Applications page loading
- Fixed an issue with Task Plan save button behavior
- Fixed an issue with comments in Doc LIbrary
- Fixed an issue with searching for users in User Groups
- Fixed an issue causing file upload 500 error in Task Plan
- Fixed an issue requiring user to refresh page to view Application list
- Fixed an issue with redundant API requests upon saving Application
- Removed access to NEXT_STEPS section on denied questionnaires
- UI behavioral fixes
- Updates to mentions behavior
- Updates to sorting for alerts in Oversight
- Updates to Bank User client viewer permissions
- Updated progress bar for Applications with no required fields
- Updated Audit Logging to include section name when user is invited to a question or list of questions
- Updated formatting for SSN fields
August 29, 2023
- Added ability for admin to edit bank user roles
- Added clarification to audit logging around which document was downloaded
- Added read permission for read only viewers for status decisions feature
- Added ability to bulk download/many-select documents
- Fixed an issue with visibility of exception details
- Fixed issue with data display after filtering in Admin UI
- Fixed an issue with bank user permissions
- Fixed an issue with caps sensitivity in task manager search
- Updates to behavior of ownership percentage
- Updated notifications for new applications and Discovery Questionnaire
- Updated text editing behavior in Oversight comments
- Updated audit logging for risk assessment events
August 23, 2023
- Added new permission for status decisions feature
- Added ability to change status on completed applications
- Added audit logging for status decisions
- Added SSN field to Key Personnel
- Added Ownership % field to Ownership section
- Added ability to query OFAC list using client uuid
- Added ability to filter ACH returns by start date, end date, client and bank
- Fixed an issue with Oversight exceptions details list
- Fixed issues with Oversight dashboard panel date selection
- Fixed an issue with display of Admin filter results
- Updated behavior of Oversight exception details filters
- Updated behavior of mentions
- Updated Discovery Questionnaire notifications
- Updated status change notifications
August 8, 2023
- Fixed an issue with the Oversight exceptions summary UI
- Fixed an issue with Expiration Date on documents in Document Library
- Updated Oversight sorting functionality
- Updated Oversight limit exception details
August 1, 2023
- Added ability to query failed events by bank_uuid
- Added ability for bank user to edit client user email address and status
- UI updates and fixes
July 27, 2023
- Added ability to create Document Library comments via endpoint
- Added ability to share comments with other organizations
- Fixed issue with saving filters in the UI
- Fixed permissions issues with comments
- Various UI Fixes
July 10, 2023
- Added ability to export exceptions without filtering by status
- Added additional information into application created event
- Added a notification when client starts Discover Questionnaire
- Fixed an issue with errors when creating comments
- Fixed an issue with editing fields on additional account applications
- Fixed an issue with submitting application after changes are requested
- Fixed an issue with notifications on comments
- Updated permissions required for starting a new application
- Updates for expired document notifications
- Updated limit level values to accept two decimal places
July 5, 2023
- Added ability to search for users from the users list
- Added ability to start a new application
- Added character limits to Discovery Questionnaire text fields
- Added ability to export only open or closed exceptions from Oversight
- Added validation that informs Oversight users required fields cannot be empty
- Added ability export Oversight exceptions table
- Added a smoother transition between limit exception details and the limit exception list
- Added key personnel section in Discovery Questionnaire
- Fixed issue with filtering limits by merchant in Oversight
- Fixed issues with sorting table in Oversight
- Fixed issues related to exporting in Oversight
- Fixed an issue with Oversight admins receiving 500 error on settings page
- Fixed an issue where Oversight filters cannot be removed
- Fixed an issue with the custom date picker not showing error messages
- Fixed permissions on Task Manager endpoints
- Fixed an issue in Documents Library where users without client related role are logged out when trying to access client folders
- Updated Documents Library views based on role
June 20, 2023
- Added limit name to exception details in Oversight
- Added filter, search, and sort to exceptions table in Oversight
- Added ability to delete a task
- Combined task admin, task configuration admin, and task configuration creator role types
- Combined task viewer and task read only role types
- Fixed an issue with selecting date in applications
- Fixed an issue with user-access that caused users to be unexpectedly logged out
- Fixed an issue in exception details when a limit is removed
- Fixed an issue with setting dates manually
- Fixed an issue with editing start date in Task Manager
- Updated limits to accept decimal values in Oversight
- Updated notification behavior for tasks assigned through Task Plans
- Updated method of setting notification recipients and expiration dates in the Document Library
- Updated Task Manager CSV exports to display capitalized column headers
- Updated Task Manager to separate active from completed tasks
- Updated formatting for mentions in comments
June 12, 2023
- Fixed issue with viewing Task Plan history after editing a task
- Fixed an issue with filtering task plan by category/stage
- Modified csv exports to include tasks
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 18 days ago