Improvements

  • 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 repeat users within your FI (data is not shared across customers)

    • Note: By default, both features are view-only and won’t block verifications. You can enable blocking in the dashboard when ready.

  • Role Share Selection UI: Updated dashboard UI for clearer share selection when adding roles to specific shares

  • ChexSystems Reports: Reports are now stored and delivered to your SFTP server as PDFs.

  • Signature Card Signers: Activity trail now displays the full list of signers on a signature card.

  • Signature Collection Prompt: Added optional configuration to prompt staff to collect signatures upon membership, share, or role approval. Contact your CSM to enable.

  • Staff Invites Tab: New “Invites” tab on the staff dashboard allows resending invites to staff members.

  • Suspended Staff Tab: Deleted staff now appear under a new “Suspended” tab—suspended users cannot log in, but their activity is retained in the audit trail.

  • Signature Pad Configuration: Added optional configuration to hide beneficiaries in the “Collect Signature via Pad” popup. Contact your CSM to enable.

  • Funding Dropout Tracking: For FIs with funding-before-submission enabled, dropout rates at the funding step now appear on the analytics page and in the downloadable report. Data is tracked going forward only—contact your CSM to reset analytics for the rest of the steps to ensure dropout data is in sync.

  • Employee Filter Update: Added “Assigned” and “Unassigned” options to the employee filter for easier tracking.

  • In-Progress Applications Report: New downloadable report showing in progress applications with the following columns: application ID, name, email, and phone number.

  • Application Management: Staff can now move applications from “Waiting on Member” to “Closed” directly in the dashboard.

Fixes

  • Fixed issue where business start dates were sent to the core in UTC instead of local time.

  • Fixed “Last Month” and “Month to Date” filters on the reports page to show correct ranges.