Release 21.10
The 21.10 Release is scheduled for deployment on July 28th, 2021. Updates will be available in your production environment on July 29th, 2021 unless otherwise noted. Included in this release will be several 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
ScanX - Scorecard Report Opening
Why did we make this change? There are a number of links that an underwriter must manually navigate to when performing their analysis. This new feature makes this job a little easier.
Who is impacted? All users of the ScanX scorecard with KYC Sitescan rules enabled.
Is any Action Required? No action is required if you are a ScanX customer. Contact your CSM for more information on how to add the ScanX scorecard to your system.
Description: We’ve added a new ‘Reports’ section in ScanX that provides Underwriters with quick navigation to the following business pages (if they are returned by KYC Sitescan Integration): Better Business Bureau, Open Corporates, Google Maps/Reviews, Customer Website.
Signing UX - Mobile Optimization, Pagination
Why did we make these changes? These updates allow for a better user experience while navigating a transaction on a mobile device.
Who is impacted? All users of the new Signing Document User Experience.
Is any Action Required? No - if the new signing UX has been enabled. Contact your CSM for more information.
Description: The new signing UX has now been optimized and enhanced to function better on mobile devices. We’ve improved the navigation between fields and signatures. We’ve also improved the pagination bar to navigate easily between pages in the Signing Document Viewer.
Add Expire Launch Link support to transactions
Why did we make this change? Dictating when a link to a completed transaction expires enhances the overall security of documents.
Who is impacted? All users of the AEX system.
Is any Action Required? Yes, please contact Support or your CSM to have this new company setting enabled.
Description: AEX has added a company setting that allows for agreement email links to be expired after a set number of days. The transactions themselves will still be available to be re-sent by a Publisher or Administrator, but any links previously sent to a signer will expire on the predetermined date past the publishing date.
Enhancements
Signing Package Generation - Existing Package Check
Description: A signing package can be generated more than once from the same landing page transaction. AEX now performs an ‘existing package check’ to determine if a signing package has already been created when a user completes the landing pages. An error message will appear if the transaction has already generated a signing package.
Display pop-up warning message to users when they click on the ‘Edit Application’ option (SD -> LP)
Description: A confirmation message is now displayed when selecting Edit Application in a draft to explain what will happen before proceeding.
MV2 LP Viewer - Confirmation on Successful Save
Description: A confirmation toast message is now displayed when changes in the Landing Page Viewer have been saved successfully.
Bug Fixes
ScanX - Page Weight not Saving
Description: An issue has been resolved that was sometimes stopping updated page weights from being saved on a ScanX scorecard.
Mobile number Reset for Mobile Signature Registration
Description: An issue has been resolved that was sometimes causing your phone number to be reset when creating your own signature from a mobile device during registration.