Improvements

  • Plaid SSO Connection: Plaid now offers SSO log in to their dashboard. Navigate to Plaid SSO Settings and click "Go to WorkOS" to set this up.

  • Enhanced International Member Flow: Now dynamically collects citizenship information. Contact your CSM for details and to enable.

  • Scheduled Reports Frequency: Added a new frequency option for scheduled reports to exclude federal holidays. Contact your CSM to enable.

  • Optional configuration to prevent ChexSystems from being re-ran if it was already performed within the past 30 days. Contact your CSM to enable.

  • Email Address column now appears on Approved Memberships Report.

  • Optional configuration to enable membership limits for ACH funding, with a progress bar appearing for Pay by Bank limits. Contact your CSM to enable.

  • Added new activity trail state to show when business role invites are removed by staff members.

  • Message for joint owner approvals on minor accounts: Now reads “Please approve Minor account before Joint role” instead of a generic error.

  • Activity trail now tracks edits to application from staff member.

  • Admins are now able to edit Teller ID's on dashboard.

  • Added business start date field as an optional configuration for business flow. Contact your CSM to enable.

  • Added optional configuration to hide waiting on member state for approved accounts on dashboard. Contact your CSM to enable.

  • Members can no longer deposit funds via Plaid from another account within the same financial institution, enhancing fraud prevention and risk management. Contact your CSM to disable this restriction.

  • Glide now detects and automatically moves applications from international IP addresses to pending. Contact your CSM to disable this.

Fixes:

  • Fixed notification count not reflecting read/archived notifications.

  • Fixed issue with reports displaying applications outside the specified date range (Direct Deposit Switch Report, New Shares Report, Approved Membership Report).

  • Fixed issue where certain pre-Glide roles were not imported into Glide if the role did not have an email address in the core.

  • Fixed issue with FIs with maximum share limits on dashboard to exclude closed shares

  • Personal URL and Journey Banners now persist throughout the member flow for consistent attribution.

  • After capturing a signature via Topaz, Glide now automatically refreshes the page to minimize lag when saving the document.

  • “New member” count on Analytics page now only include new primary members opening new memberships instead of including joints and other roles

  • Fixed issue when denying business roles while selecting a deny reason.

  • Fixed issue where linked Plaid account would not detach when returning to funding method screen during account opening.