Release 21.13
The 21.13 Release is scheduled for deployment on October 6th, 2021. Updates will be available in your production environment on October 7th, 2021 unless otherwise noted. Included in this release will be enhancements to net-new features in addition to enhancements to current features you may already be familiar with. Please reach out to your Customer Success Manager (CSM) should you have any questions about features in this release and their impact on you or your end clients!
AEX CORE UPDATES
Bulk Send - Improve Workgroups Publisher Filters
Why did we make this change? Filtering in the Bulk Send Case Viewer works inconsistently for Publishers. Only cases published by the Publisher are functional with the filters while workarounds are required to access cases shared by Workgroup.
Who is impacted? All users of the Agreement Express Bulk Send function.
Is any Action Required? No action is required.
Description: We’ve enhanced the filtering feature to ensure that Publishers are able to use the filters consistently with both cases published by the user and cases shared via Workgroups.
Enhancements
ScanX - Support for 10x Owners (OFAC, PEP, SSN)
Why did we make this change? ScanX customers have indicated that in some circumstances they would like to be able to run scoring rules on up to 10 Business Owners. This is to cover the needs of enhanced due-diligence in high-risk merchant verticals.
Who is impacted? All ScanX Customers who would like to run checks on up to 10 Business Owners in the USA.
Is any Action Required? Yes, additional scoring rules must be added to your ScanX Risk Scorecard.
Description: The ScanX scorecard has been enhanced to support up to 10 Owners for the following scoring rules:
- SSN Verification (tincheck.com)
- OFAC (tincheck.com)
- PEP (tincheck.com)
Email subject - Publisher customization
Description: The Save and Send panel has been enhanced so that any text that the Publisher enters will now be reflected in the email sent to the signers. There is also an option to not allow Publishers to modify the default subject line.
Bug Fixes
Cancelling A Single Transaction in a Case Prevents Cancelling All When In Draft
Description: Cancelling a single transaction from a draft case will no longer stop the rest of the case being cancelled later on.
Experian Credit - Display FICO Score in XSLT
Description: Resolves an issue where Experian Personal Credit Check would incorrectly display “N/A” for the FICO score, even when a score was returned. The FICO score now displays the correct score, and the associated Negative Score Factors.
Giact gIdentify API - Send Tax ID
Description: The SSN/TaxID fields are now being correctly sent to Giact for both Personal and Business checks.