Improvements

• Scheduled Reports - Choose a report, pick a frequency, and schedule it to be sent to your SFTP server. Contact your CSM if you'd like to set this up.

• New Denial Options - setting a denial reason is now available when denying joint owners and shares.

• SCIM Support - SCIM support is now available for all credit unions. Contact your CSM if you'd like to set this up.

• NCR Candescent Integration - Allow members to create an online banking account from Glide

• Automatically run ChexSystems when moving applications from in Progress application to Pending for all FIs using ChexSystems

• Added “KYC skipped for applicant.” pending reason if KYC Skipped instead of generic reason

• Order Debit Card CTA is now disabled after submitting on member flow, potential duplicate submits

• Sanitize document names before sending to SFTP server to remove ampersand “&” character

• Activity trail now includes Personal URL (PURL) info when used

• Updated order of tabs Add New Account Page from onboarding page so “Recommended” tab is first (for FIs that have recommended shares enabled)

• Added “Direct Deposit” report for completed direct deposit switches with the following columns: Name, membership number, account number, date

• Activity trail now includes event for when user successfully logs in via SSO through online banking

• Added “ChexSystems” report to track all ChexSystems reports being run through Glide with the following columns: First Name, Last Name, Membership type, Role type, Member Number, Application Link, ChexSystems report link, Date / Time, Initiator

Fixes

• Updated default date on calendar component to use current date

• Updated staff member invite to send from a Glide domain to reduce spam filtering email invites out

• Fixed - Country prefix selection now persists and does not revert to US or delete entered phone number.

• Fixed - Read-Only roles are able to download reports again