Digital Account Opening (DAO)

Signature Card Timestamp Timezone - Signature Cards now display timestamps in the institution's local timezone rather than GMT, ensuring consistency with the Activity Log timestamp format.

Dashboard Membership Filter Respects Configured Roles - The Membership Type filter on the dashboard now only surfaces role types that are actively configured for your FI, rather than all roles.

Dashboard Performance Improvement- Fixed dashboard application page slowness affecting high-volume institutions; application search and application loading now respond substantially faster.

Invited Roles Now Visible on Dashboard - Invited beneficiaries and joint owners from the onboarding portal now appear in the dashboard's "Roles added”" section as “Invited”

Employee Role Permissions Updated - Employees now have view-only access to the Configure section, as intended.

Hide Beneficiary Accounts - Beneficiaries can no longer see which accounts they are beneficiaries on through the Glide platform. Previously, beneficiaries could see which accounts they were listed on as a beneficiary.

Staff View for Pending Business Invites - Staff can now click into a pending invited role’s record before they accept their invite, surfacing invite data for business applications.

ID & Address State Mismatch Pending Reason - Applications now move to Pending automatically when the state on a member's ID doesn't match the state in their ID address. This has been added as a pending reason shown as "Identification Requires Manual Review: ID and Address State Discrepancy"