Release

201705 – Komondor

Release Date

April 2017

Public API – Application

The application API will be extended to supply the pricing data below (The pricing data returned will be based on the setting in the product settings business rule)

· Pricing_minimumscore_prequalification

· Pricing_maximumscore_prequalification

· Pricing_minimumbidrate_prequalification

· Pricing_maximumbidrate_prequalification

· Pricing_surplusbuffer_prequalification

· Pricing_minimumbidratefactor_prequalification

· Pricing_maximumbidratefactor_prequalification

· Pricing_minimumscore_evaluation

· Pricing_maximumscore_evaluation

· Pricing_minimumbidrate_evaluation

· Pricing_maximumbidrate_evaluation

· Pricing_surplusbuffer_evaluation

· Pricing_minimumbidratefactor_evaluation

· Pricing_maximumbidratefactor_evaluation

· LastStatusChangeReason - Reason Description of the Last Status Change

 Public API – Investor fund /call account API

GET /v1/{assetclass}/investor/search.

The following is returned by the API

· Available balance to bid

· Payment Amount In Escrow

The “Minimum Available Balance” has also been added to the filter option of the API allowing the consumer to filter for all investor that have an available balance greater than or equal to the “Minimum Available Balance”

The “Minimum Available Balance To Bid” has also been added to the filter option of the API allowing the consumer to filter for all investor that have an available balance greater than or equal to the “Minimum Available Balance To Bid”

Business will be able to define reinvestment options and assign to investors.

Investors will also be able to add and change their reinvestment options themselves from the portal.

A borrowing menu has been added to ClearMatch menu items concerning borrowers. The existing investing menu will only have menu items concerning investing.

Automated Payments to Investors

Automated payments have been introduced that will initiate automatic withdrawals to an investor depending upon their payment frequency chosen. These payments will all be net of WHT liability.

The is functionality that enables investors and the finance company to determine how often an automatic payment is made. These is influenced by the reinvestment option that the investor has chosen.

New Task Workflow – For Payment Runs

Business will be able to setup task workflow options for the payment runs, allowing business users to be notified when a payment run status changes

User can reorder and move columns in Clearmatch Fusion

Users are now able to drag and drop columns in lists to reorder them as they please when viewing lists.

Improve document templates

An improvement has been made to the way document templates are created in ClearMatch. Rtf will no longer be used and instead will be replaced by pdf templates. This will give users more flexibility allowing them to create templates in Microsoft word and save them as pdf. A pdf editor can then be used to edit the pdf and add document variables. This will remove all the restrictions that exist with having to use Wordpad to create rtf templates. It will also make templates more secure as they will be sent to customers as pdf documents. Examples of pdf editors that can be used are:

PdfEscape - offer free online version. https://www.pdfescape.com/signup/

Foxit PhantomPDF

https://www.foxitsoftware.com/pdf-editor/comparison.php

iSkysoft PDF Editor

 https://www.iskysoft.com/pdf-editor-windows.html

Adobe Acrobat DC https://acrobat.adobe.com/nz/en/acrobat/pricing.html

Improve editor to create content for email templates and note content

An improvement has been made to the editor that is used to create content in email and note content. The editor used handles copy and pasting of content far better than the old one.

Support Ticket 5429 – Unable to reset password

Customer was unable to reset password. This only happened under a specific condition.

Add the "combined finance agreements" tab on customer to applications

This will allow business to see all the borrowers finance agreements from all asset classes while assessing the application without having to click into the customer.

Be able to see application associations / tabs from within edit application

This will allow business to see all the details in the application tabs without having to click out of edit application, example view online bank statement details.

Refresh button not working in clearmatch

Support ticket 5612 – AML Verification

The AML flag was being reset to not verified when updates were being made to the customer.

New audit styling to make more visible and obvious

Change the clearance level on asset class restrictive mandates and product restrictive mandates on investor to be

“Internal Super User”

This way they are the same as the mandates

The investment options on the portal is not displaying the history for the asset class options

It is instead showing the product history

When viewing asset class option it should show the asset class options history. When view the product options it should show the product option history

ALSO something is wrong, when I save either an asset class or a product option the history never changes. Does not look like we are updating the history

- go to arrears management
- click on collectors
- select a collector
- click on add to favourites. it says it is added
- go to favourites, nothing there