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A new “Advanced Search” has been added to the Payment History page to allow quicker search by Date and timeframe windows “greater” or 'less” than.
The Banking tab of the Merchant Profile now requires Merchants to submit a note with supporting documentation uploads to give underwriters quicker visibility into the context of the documentation being uploaded.
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The creation flow on the Automated Decisions page and sub-menus of the Portal has been updated to provide a new setup wizard-style interface for streamlined setup including an “Add Decision” link allowing previously created decisions to be factored into the if/then logic of the new risk Decision being created.
New Automated Decisions may now be linked to an existing decision in the Decisions tab of the Group Profile.
Automated Decisions now allow the addition of Conditional Rules for very specific additional rulesets from the Decisions tab of the Group Profile.
“Deposit Summary” has been renamed to “Daily Balance” for better clarity and understanding of account funds.
The Risk Management page now displays attribute errors with an expanded Results Summary showing why something was flagged, allowing underwriters to validate the account by requesting information.
Required notes have been added to the Risk Alert setup to record the setup and detail why a new Risk Alert has been enabled.
The Merchant Risk Management Details page has been updated with various formatting improvements to the Risk Rating and Exposure Smart Card (formerly Projected Exposure and Risk Rating) for quicker visibility into the AML score, projectd projected exposure, and the risk severity level with associated color coding.
The Risk Management tab displaying Transactions has been updated to allow view changes to toggle the amount of visible features and capabilities specific user roles will have.
The Risk Management tab displaying Merchants has been updated to allow sorting by Risk Level parameter (gathered via “Verification Reference” call to retrieve a “Policy Run” status) displayed as High Med Low or Null
The Monthly Statements page has been updated to display the following values in the generated and listed data: Chargeback Wins, eCheck Returns, Fees Summary, Daily Balance (formerly Deposit Summary), [Card] Processing Summary, [Card] Processing Fees, Interchange Fees, and “Other” Fees.
The Change Request page has been updated with various UI improvements including a link directly to the user requesting a bank account change, a reorganization of Decline “Reason Types” to display in logical order, and a filter that automatically sorts any user-deleted Bank Account Change Requests into a separate list under a “Deleted” button to allow for easier navigation of outstanding Change Requests.
The Disputes page UI has been updated to show stages of the dispute that have not been reached as “greyed out” and inactive in the Dispute tracker.
The Disputes page Dispute tracker has been updated to display “Decision” instead of “Stage” in the final decision as well as the result, such as “Decision: Lost”.
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Issue resolved where both Fraudpoint and Emailage Smart Card detail pages would open simultaneously instead of individually when clicked on the Merchant Risk Management Details page.
API (Version 23.20.2)
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