Release Notes - July 14, 2023

Owned by Miles Graves
Jul 14, 2023
3 min read

Portal (Version 24.14.0)

New Features

  • Merchants can now view and change their own SaferPayments status from within the Settings page to more easily maintain their compliance.

  • The Referrer-level Dynamic Dashboard now offers an “Enrolled Not Processed” Smart Tile to display the number of Merchants that have been boarded to the platform but have not yet processed a transaction.

  • The Referrer-level Dynamic Dashboard now offers a “Pending Merchants” Smart Tile to display the number of Merchants are still in “Pending” status and redirects to the Document Request page when clicked.

  • The Referrer-level Dynamic Dashboard now offers a “Transactions Failure Reasons” Smart Tile to display a pie graph of the top 5 reasons that transactions have failed under their Merchant portfolio.

  • Referrer-level users now download one-pager marketing PDF templates from the Partner Marketing Materials page.

  • Referrer-level users now download social media post templates from the Partner Marketing Materials page.

  • Referrer-level users now download marketing email templates from the Partner Marketing Materials page.

  • Referrer-level users now download a marketing checklist from the Partner Marketing Materials page.

  • Omnitoken now appears in the list of fee triggers to allow Facilitators to charge for the Value-Added Service.

  • MFA Enablement field has been added to the User Profile page to allow for faster enablement and quick visibility from within a user’s profile.

  • Document Request page now allows a Facilitator user to select from whitelabel options via a dropdown depending on the entity’s whitelabel setup.

  • SaferPayments Basic and SaferPayments Managed now appears as dropdown options for “Program” under Value-Added Service Add Service lightbox to allow for assign the plan to desired Merchants with VCore based terminals, like triPOS.

  • Web Alerts now offer debit.disbursement.recovery and debit.disbursement.recovery triggers to send webhook notifications for negative or positive merchant account balance changes.

Improvements

  • The Referrer Profile page (visible to Facilitators) now contains a list of all active Value-Added Services and associated sub-services enabled for a Referrer.

  • The Dynamic Dashboard “Add Widget” button label has been updated to “Add Smart Tile” to help avoid confusion on the button’s function.

  • The “Add Smart Tile” modal now displays a brief description next to each Smart Tile option that explains its function.

  • The Multi-Factor Authentication Enablement page (Beta) has been updated to display the relevant level of users or entities based on the user's access level.

  • Transaction Risk Details page now includes a new tab that displays all holds based on payment method type.

  • Unused Global versions of the Portal have been segmented and separated to allow for faster load times for each individual country’s Portal instance.

  • Transaction Risk Details page now includes a ThreatMetrix smartcard for Digital Identity Verifications.

  • The GIACT gVerify Smart Card has been updated to allow underwriters to manually call the gAuthenticate function to verify recently updated/input banking information.

  • The “Boarded Yesterday” and Boarded Last Month dashboard Smart Tiles now contain a small visual graph along side the displayed number for streamlined viewing.

  • The Merchant Signup Form has been updated to include the proper country code automatically before a business phone number to avoid the confusion of adding a country code.

  • An Email parameter is now available for Negative Balances for merchants, allowing Referrers to control sending of notification emails for positive or negative balance change as a “Yes” or “No” toggle.

  • Access Templates now allows Referrer Admin-level users to control the users that can customize the layout and data displayed on the Dynamic Dashboard.

  • The Monthly Statements PDF download available to Merchants has been updated with various UI and generated-PDF layout improvements to make it easier to consume.

  • The Mastercard MATCH Smart Card in the Risk Management page has been updated to display an error message within if the data has a problem being pulled and displayed.

Resolved Issues

  • Issue resolved where access to the Merchant Signup Form would timeout early and unexpectedly.

  • Issue resolved with various Bridger Smart Card UI bugs on the Risk Management page to allow for easier viewing of information.

  • Issue resolved where the Risk Underwriting page would not display all record status responses as expected.

  • Issue resolved where notes related to a transaction would not display the correct the correct count number from the Transaction Details page.

  • Issue resolved where dynamic dashboard smart tiles would not properly re-align when re-arranged and leave empty spaces instead of properly reorganizing.

  • Issue resolved where Facilitators using the Dashboard would not be able to properly filter and display all transactions pending review.

  • Issue resolved where KYC Smart Card in the Risk Management page would not populate information as expected.

  • Issue resolved where Value-Added Services object would not properly display in the Settings page for Facilitators and Admin-level users.

  • Issue resolved where Quick Reports would produce an error and not generate if the report name was too long due to entity IDs or custom titles being included.

Terminals

triPOS