Updates:

Dashboard Auto-Decisioning for Beneficiaries and Joint Owners: Beneficiaries and joint owners added in-branch are automatically evaluated using the same intelligent decision logic as the online member flow. Eligible roles are approved instantly, reducing manual review and boosting efficiency, while pending decisions are logged for full transparency. Trust and business roles continue to default to pending.

Documentation

Auto-decisioning via "add another role" flow

Online Banking SSO Updates (Alkami, Q2, NCR/Candescent, Lumin): Our latest SSO improvements streamline member authentication, simplify testing and onboarding for financial institutions, and ensure consistent, secure access across platforms.

  • Simplified Authentication: The SSO API now only requires member_number for all cores and tax_id (User TIN/SSN) for Symitar cores. individual_id is required for non-Symitar cores.

  • Deep Linking Support: Members can now be directed to key workflows such as adding or inviting beneficiaries and joints, opening shares, direct deposit setup, debit card requests, and digital banking registration.

Documentation

Changes for Auto-Decisioning are currently live, and changes for Online Banking SSO will be live in production following the 12.09.25 deployment.