Release Notes - October 27, 2023
Portal (Version 24.28.0)
New Features
The Teams Profile page now contains an “Email Alerts” tab to configure Email Alerts on a team level to be sent to all users on the team instead of individual setups.
The “Login As” feature now also requires Multi-Factor Authentication to log into your child entities' Portal view as an enhanced security feature.
Merchant-level users can now authenticate with MFA using SMS text messaging to enroll and receive authentication codes.
The Disputes Details page tracker now displays the movement of funds as they correspond with the most recent chargeback cycle and/or dispute stage: Retrieval (Debit from Merchant), First Chargeback (Debit from Merchant), Arbitration (Debit from Merchant), Retrieval [Won/Reversal] (Credit to Merchant), First Chargeback [Won] (Credit to Merchant), Arbitration [Won] (Credit to Merchant).
The Transaction Risk Details page now displays GIACT and ThreatMetrix results from a transaction policy being run to allow risk analysts to know what needs to be reviewed & cleared before a held transaction is released.
The Transaction Details page now displays a “Tip” field value on the Payment Details tab to display any amounts left as tips by cardholders to help reconcile any unrecognized amounts.
The Risk Management page now offers the ThreatMetrix PhoneFinder Smart Card to help validate a user’s identity.
Multi-Factor Authentication Disable and Reset options have been added to the User Profile page and Multi-Factor Enablement page for Admin users with access to perform the action.
When disabling or resetting an MFA setup, a confirmation lightbox will appear to verify that the user wants to take the action, understanding the risk.
The Disputes page table now allows the following values to be used to search or filter the information: Created by, MID, Description, Platform, Case ID, Reason Code, Issued, Received, & Bank Reference.
Improvements
The Risk Management page now allows the user to filter by Risk Level to sort risk from highest to lowest.
On the Disputes page tracker, the "Respond" button label has been updated to “Submit Evidence” to better describe the action when a response requires evidence to be provided.
The Merchant Profile page now displays all users created by that Merchant’s account owner for easier identification from platform support.
When using the SaferPamyments - PCI Non-Validation option as fee schedule/trigger, the fee name will now automatically display as “PCI SaferPayments Non-Validation Fees” for clarity of the fee’s purpose.
Access Template setups now offer Multi-Factor Authentication as an option to determine who should have access to view and manage user MFA information.
The Risk Alerts page now displays an “ID” field to allow risk alerts to be easily copied by risk analysts.
The Change Request Management page now displays an “ID” field to allow risk alerts to be easily copied by risk analysts.
The Parameters page has been updated to now include a “Security” section Log In As, Portal Access, and MFA Enablement user defaults available to Admin users with access and enabled for all new users by default.
The Signup Form for all levels of platform users has been updated to display a description field to help clarify Operating accounts vs Trust Accounts or Holding Accounts.
The Terminal Transactions page now displays the Gateway Transaction ID for payment gateway info associated with each transaction.
The Log in As feature now logs actions taken by users for quicker risk analysis in risk vulnerability events.
Resolved Issues
Issue resolved where the Disbursement Details page would not properly calculate and display the GIACT fee when applied.
Issue resolved where the search function on the Risk Management page would not load correctly after going past the first page.
Issue resolved where entering any amount in the “Tip” field of the Create Payments page would nullify and show $0.00 on the final transaction receipt.
Issue resolved where the Accept Arbitration button on the Disputes Details page tracker did not work or display as expected.
Issue resolved where attempting to send a password reset in the Sandbox environment would not properly send the reset email.
Issue resolved where merchants would receive duplicate disbursement emails following a disbursement completing processing.
Issue resolved where read-only access users would not be able to modify their own user profile information.
API (Version 23.22.1)
New Features
The
verificationRef
response body now contains the following Risk Policy fields:uuid
,policyUuid
,policyName
,policyOwner
,action
, andriskLevel
to better interpret ThreatMetrix and GIACT information.