1.    Summary

Finance Companies would like to use the broker portal to allow brokers to create applications for unsecured loans to be submitted to the finance companies. Although the majority of this release was setup and testing, a number of issues were identified as this was the first occasion that the broker portal has been used for unsecured loans.

• A number of known issues were addressed, detailed below.
  
• The BOTS engine to generate Smartfund bidding was altered to take into account parameters as defined in the Smartfund mandate.
  

2.      Take Note Of

• No new portal content blocks that have been added that require personalisation.
  
• No new custom content blocks have been added.
  
• New security permissions that have been added that need to be assigned to user groups to allow access.
  
• No new display variables have been added.
  
• No new decision tree variables have been added.
  

3.      Release Details

	ClearMatch Fusion – Content blocks
	When viewing a content block, the content details were being displayed on the page as part of the content block. When the content was long this made the pages messy. Instead a link has been placed on the content block page to expand and view all content on it’s own.
	ClearMatch Fusion –Task Workflow
	When creating a task workflow, the finance company prompt was not defaulting to the finance company of the user which was not an ideal user experience.
	Portal – Upload Documents
	If no legal documents are uploaded, the legal and documents section on the upload documents page should not be visible.
	Portal – Sign In
	When a staff member was created, if the clearance level had not been defined, the user would receive an error message when trying to sign in to the portal.
	ClearMatch Fusion – Customer
	When a staff member was created, the ownership group of the customer was being over written to that of the staff member. The ownership of the customer must not be altered.

	ClearMatch Fusion –Arrears Letters
	The prompts have been improved so that the order and flow of capturing the data   makes more sense . The SMS and email template drop down lists where showing all templates instead of only the ones linked to finance agreements in the finance agreement document configuration
	ClearMatch Fusion – Filters
	The originator has been added to the filter on finance agreements, applications and investments allowing for filtering down to a originator (in this case broker) level. An inactive checkbox has been added to the list od users and also to the list of documents to be supplied to borrowers to make it easier to view active details. The username has been added to the personal customer search filter.
	ClearMatch Fusion – Document Templates Log
	When selecting a specific document from the document templates log under the maintenance menu, the “related application” number was not appear on the page.
	ClearMatch Fusion – Statements on Finance Agreement
	When attempting to run a statement from a finance agreement, an error was displayed.
	ClearMatch Fusion – Remote Customer Link
	The originator has been added to the filter on finance agreements, applications and investments allowing for filtering down to a originator (in this case broker) level
	Portal – Finance Agreements
	When viewing transactions on the portal for a finance agreement, if the narrative received from the bank contains any bank account numbers that are not the customers example a third party, the bank account number will be masked to be blank.
	ClearMatch Fusion – Quick Quote Calculator
	When using the quick quote calculator an error was displayed that the commission had to be supplied. This is incorrect as the calculator must allow commission of zero.
	ClearMatch Fusion – Smartfund Mandates
	The allocation percentage was expanded to have a minimum and maximum values could be defined. The Smartfund BOTS engine was modified to use these new values. In addition specific values for -   Portfolio credit grades -   Allocation percentages Were modified for a specific investor
	ClearMatch Fusion – Securities
	When viewing a specific security on an application or finance agreement, the valuations already captured against the security are now displayed in a tab at the bottom of the security.
	ClearMatch Fusion – Finance Agreement
	The “arrears debit” and “arrears credit menu items have been moved from the “functions menu” to be under the “arrears menu”

	ClearMatch Fusion – Investor
	The relationship tab has been added to the investor and the same details as visible from within the customer are displayed. This allows for easy visibility of principal investors linked to an investor without having to click to the customer.
	ClearMatch Fusion – Valuations on Security
	When creating a valuation on a security in an application, an error was displayed to indicate the possession must have an asset group. This has been rectified.

5.      Portal Content (Content Blocks, Validation Messages, Help Messages)  – Not Applicable

6.      Security Settings Added 

The following new security permissions are available and need to be assigned to the correct user groups to enable access.

7.      Documents To Reference