Release

201710 – Spinosa

Release Date

Aug 2017

 219809– DTI Calculation

Finance companies can indicate against each debt type that they define, if they would like to the debt type included in the DTI calculation and if so if they would like to use:

- % of the repayment amount

- % of the limit amount

- % of balance amount

Finance companies can also indicate against each debt type that they define, if they would like to the debt type included in the DTI calculation

DTI calculation results will be displayed on the edit application pages in the “serviceability section”

Mortgage and rent existed as one field in Clearmatch.

All expenses can now be defined by the finance company and Rent will be treated as an expense. Mortgage will be treated as a debt type.

New decision tree variables have been added allowing a finance company to use the expense type and value in decisioning

The CDR report will also be changed to have the rent and mortgage displayed in 2 fields

Display and capturing of expense details

The display and capturing of expense details on an application within Clearmatch has been improved

Finance companies will be able to indicate and emergency override on the credit rating table to indicate that funds are not available. This can be used in the pre-qualification decision tree to force a decline and perhaps handover to another finance company

Decision tree variables have been added accordingly.

Extract all the previously hidden fields from Yodlee that are now available due to penetration test results being positive.

 181933 – stop auto matching and posting of duplicate bank statement items

When auto matching, if a bank statement item is found that has already been posted (use reference and date to check), do not auto match and leave in the list so whoever is doing the banking can investigate and manually match if required or ignore.

If a statement item is being auto matched to an account that already has the following, then do not auto match

· Same reference

· Same narrative

· Same amount

· Same date

In other words, there has been an auto matching in the past and an attempt is being made to auto match to the same item. All items that cannot be auto matched due to this reason will have the following message “Item has previously been matched”, displayed in the “Message” column in the unallocated bank items list.

If all the items on a bank statement is being posted to accounts that already has the following, then do not post

· Same reference

· Same amount

· Same date

In other words, this entire statement has been posted in the past and an attempt is being made to post again. All items that cannot be posted due to this reason will have the following message “Item has previously been posted”, displayed in the “Message” column in the allocate but not posted bank items list.

Improvements have been made to the displaying of bank statement details.

Emergency bank statement for deposits

Business is continually asking IT to create bank statement files for emergency deposits they require. In order to reduce support and limit possible errors, a function has been added to the platform to allow business to do this task themselves.

A task workflow option has been created to ensure that someone in business is notified if a bank statement file is generated

Incoming email with attached documents for applications

There is an option in the platform to allow borrowers to email documents to an email address and the documents will automatically be uploaded against the application.

Due to moving off of an exchange server to send emails, the processing of incoming emails had to be adjusted so the exchange server could be decommissioned.

Emails that are sent to a customer during registration, based on their trading category, can possibly have documents attached. If the template for the document is inactive, the email should still be created but no document attached and no error given. At the moment the email is left in the email queue with a message that the template is inactive.

Improve the display of bank suspense accounts

1. From a warehousing entity, list of bank suspense accounts (association), add the balance columns so can easily see the balance. Do the same for bank control accounts (so they will look the same as the control account list)

3 On the transaction view, remove the first column "name” from the list (ONLY). Pointless as same for every transaction

3. The transactions are not sorted correctly. Sort in same order as transaction on a loan or investment i.e. value date descending, action date desc , created on desc.

4. On the match credits and matched debits tabs, remove entity name column from list as will be same for every tran so pointless listing, remove suspense entity column as well.

 
5. When inside a suspense account , under the functions menu there is a menu item ' Create Suspense Bank Control Account' please remove this as it should not be here. Also remove the menu items "post sundry debit and post sundry credit"

Lost ability to add note category at originator group level

Lost ability to add note category at internal originator group level

The note category drop down is no longer visible

Can set the settings "communicate via email" etc but cannot select for which note category

SAME when doing it from finance company

When apps are purchased they are not always being moved out of the Purchase Listing Queue

See example the weekend of 10 / 11 June in prod

The listing went into Purchase Listing Queue, and it was purchased by the Purchase Listing Windows Service. After purchased, it is supposed to be moved from the queue to the Purchase Listing Queue History. But there is something wrong and it does not get moved away from the queue to history.

Set online banking customer (Yodlee) to inactive when login details are incorrect incorrect

The online bank customer account will be made inactive if the following is returned from Yodlee

Documents tab on finance company trading category mandates

Added a documents tab on the finance company trading category mandates so a user can easily see all the documents assigned to it

Support ticket 5846 - Only Latitude marketing campaigns listed

When Latitude finance company was created the setup script copied all the SocietyOne campaigns over to Latitude. These have been removed.

Deadlock occurring on completion of Step 6 on the application pages

Performance testing revealed that if there are more than 25 concurrent application were being loaded, deadlocks can occur on step 6 of the application page.

Documents uploaded from system generated email do not save description and document name correctly

Steps to replicate :
1.Create application from portal
2.Save and exit on any step of application page
3.A lightbox message appear with the email address to upload docs
4.Send an email with attached document with "document name" as subject
Issue :
Description and Document name is not recorded correctly
Saves same document twice

Updating anything on customer other than address, adds a new address record

Occurs when the customer has a foreign address

Having more than one repayment option fails to display agreement section on step 6 of application page

Steps to reproduce:
Set up more than one repayment method against an originator group product
Create an application
Observe the last step - bank details page
The agreement section doesn't display .

1) Login to portal with an application of status Finalised
2) Click on Manage Applications and Click on View -> View Application
3) Go to step 3 you can still see Get my Rate Quote in step 3 which works. I should not be available

Evaluate the application for non australian resident navigates to error page

1) Create an application from website and complete step 6
2) Login to portal with same application and click on edit profile
3) Make Australian resident as No and change the address and click save
4) Now in Clearmatch search for this application and click on edit application
5) Click on all tabs inside edit application
Navigates to man with pick

Edit related parties in investor making duplicates instead of updating existing

1) Login to portal as investor
2) Click on Account -> Business Account
3) Add Individual or business
4) enter Association as partner, title as Mr, First name as abc, Last name as abc, DOB as 01/01/1990, mobile number as 0211111111
5) Click continue and enter details in Contact, Address and Employment tab and click on continue
6) Now edit it and then change Association as Beneficiary and click on save in same tab
Creates duplicates instead of updating the record

"remote customer links" association under the customer is not showing all the remote details.

"remote customer links" tab under the customer is not showing all the remote details. Example sitecatalyst details not being shown. The information is also not being brought back in the application public API

TypeName

Content

Key Name

Page Name

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Release Notes - Payment Holiday