1749011207846 v2025.6.3by Sameer KapurImprovements Activity trail now logs when roles are imported from core and when roles are closed in core New optional configuration to send roles to pending if SSN matches other members on the same membership Fixes Resolved issue
1748404712934 v2025.5.27by Sameer KapurImprovements The Application Report export now supports filtering by: Date Created, Date Submitted, Date Approved, Membership Type. Additional filters will be rolling out in the next few weeks. Exported reports can now be saved to the
1747370184259 v2025.5.15by Sameer KapurImprovements For FIs with funding-before-submission enabled, we’ve updated the card funding flow to reduce fraud, prevent $0 balance accounts, and give applicants faster feedback if there’s an issue with their card. Rollout details will be
1746771168674 v2025.5.8by Sameer KapurImprovements Added a document category field, allowing staff to select the type of document when uploading via the dashboard. This classification determines how files are routed to your SFTP or document storage. Fixes Rolled out fixes on
1745366351427 v2025.4.22by Sameer KapurImprovements Added “System Generated” as the source label for documents that are automatically generated, improving clarity within the documents table on the dashboard. Added ability to disable the cash/check funding option on In-Branch
1744931370825 v2025.4.17by Sameer KapurImprovements Cleaned special characters (e.g. “#”) from employee-uploaded document names to prevent file corruption. Updated employee dropdown to display email address if name is unavailable from IdP SSO import
1744757207069 v2025.4.15by Sameer KapurImprovements Updated all mentions of “Joint Holder” to “Joint Owner” on the dashboard for consistency. Added an optional setting to automatically convert all documents to PDF before sending them to your SFTP server. Contact your CSM to
1744323783700 v2025.4.10by Sameer KapurImprovements ACH Fundings through NACHA Files: The final transaction status is now labeled “completed” instead of “initiated” on the dashboard. For further details on funding states, please refer to our Funding Status
1744224300000 v2025.4.9by Sameer KapurImprovements Plaid IDV Improvements Age Estimation: Uses ID photos and selfie videos to verify that a user’s estimated age aligns with their stated age Biometric Deduplication: Compares facial maps from ID and liveness checks to detect