Agreement Express Release Notes
12.7.2021
Release 21.16
The 21.16 Release is scheduled for deployment to US Production on December 8th, 2021. Updates will be available in your production environment on December 9th, 2021 unless otherwise noted. Included in this release will be 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! The Release to Canadian Production will be on Friday, December 10th.
ENHANCEMENTS
PEP Scoring Rule - Output Data Details Update
Description: This enhancement is intended to provide further information about a Politically Exposed Person (PEP) should a match exist on the TINCheck PEP Scoring Rule. The additional details now available are their:
- Search Name
-Title
- Country
- Date Last Updated
-Match Score
Note: Automatically added to scorecards, this enhancement is retroactive.
Click-to-Complete - LP - New Completion Dialogue
Description: As a Recipient of a Click-to-Complete agreement, I would like confirmation that I have successfully submitted the data that I have provided on the Landing Pages.
Solution: This update will provide the ability for a recipient to see a completion dialog once the recipient clicks “Finish” on the Landing Pages for a Click-to-Complete transaction. They will then be redirected to an exit URL configured by the Company.
Note: This functionality is automatically available if you are using the Click-to-Complete Workflow.
Completion Dialogue Box is as below:
Fidelity- Account Number Generator Support on LPs (Released in Mid-January)
Description: The Fidelity workflow has been streamlined for both Transitions and New Account Openings. We've updated our Landing Page interface for New Account Openings so that Account Numbers can be generated on Publish.
Account Numbers no longer require extra steps post-client signature and an extraneous step has been removed from the Transitions flow as a result.
Note: This functionality will not be automatically available, please coordinate with your CSM to have this added to your workflow starting January 13th, 2022.
Optional Manual Triggered Scoring Rules
Description: I don't want to run all of the rules on my scorecard automatically. Some rules should only run if the Underwriter manually triggers them.
Solution: ScanX now supports the ability to create 'Manual Triggered Scoring Rules'.
Note: This functionality is not automatically available, only select scoring rules support this functionality and it requires configuration on your template. Contact your CSM or Support if you would like additional rules to be supported by this feature.
NPS Company Setting
Description: Many recipients of signing documents complete their signature and then are asked a quick question on their experience to rate their signing process. A company setting has been created to disable the signer NPS(Net Promoter Score) request so that clients are not confused by duplicate questions in other areas of the platform. If you would like to have this turned off, submit a ticket to support@agreementexpress.com in order to have this turned off.
ScanX - Custom Section Support
Description: This enhancement provides the ability to group custom fields you have added into custom sections on your ScanX template.
Note: This is automatically available in the Scorecard Editor.
Additional Sections are shown in screenshots below:
*New Scoring Rule* - Comply Advantage Screening
Description: This new rule triggers a flag on the risk scorecard based on the Comply Advantage Screening results (Sanctions Lists, PEP, OFAC, etc.)
Notes: This rule needs to be added to your scorecard and an account with Comply Advantage is required. Please reach out to support if you want this rule added.
*New Scoring Rule* - E-Commerce Indicator
Description: This new rule triggers a flag in the risk scorecard when the business E-Commerce Processing is above a specific threshold.
Notes: This rule will have to be added to your Scorecard template, please contact support should you wish to add this.
*New Scoring Rule* - KYC Sitescan CFPB
Description: ScanX now has a scoring rule that triggers flags and scores based on the Consumer Financial Protection Bureau results found in the KYC Sitescan Webcrawl.
Note: This rule will have to be added to your Scorecard template, please submit a request to support in order to have this rule added.
*New Scoring Rule* - KYC Sitescan Yellow Pages
Description: ScanX now has a scoring rule that triggers flags and scores based on the Yellow Pages Active Business results found in the webcrawl Yellow Pages Active Business indicator.
Note: This rule will have to be added to your Scorecard template, please submit a request to support in order to have this rule added.
*New Scoring Rule* - KYC Sitescan FTC
Description: ScanX now has a scoring rule that triggers flags and scores based on the Federal Trade Commission results found in the KYC Sitescan Webcrawl.
Note: This rule will have to be added to your Scorecard template, please submit a request to support in order to have this rule added.
*New Scoring Rule* - 4 Real Time Payments (RTP) Scoring Rules
Description: These new rules trigger flags in the risk scorecard when the business Real-Time Payments Processing is above certain thresholds.
ScanX now supports four new ACH Processing Profile scoring rules:
-
RTP Average Monthly Volume
-
RTP Average Ticket Amount
-
RTP Maxiumum Ticket Amount
-
RTP Maxiumum Ticket Amount
These rules allow you to set custom thresholds to trigger Review, Decline, or Prohibited Flags. These rules can also be leveraged for ongoing Processing Profile Risk Review analysis for your active portfolio merchants.
Note: This rule will have to both be added to your Scorecard template, and captured as a field on your merchant application front-end. Please reach out to your CSM in order to coordinate this change request.
*New Scoring Rule* - 5 Remote Deposit Capture (RDC) Scoring Rules
Description: These new rules trigger flags in the risk scorecard when the business Remote Data Capture Processing is above certain thresholds.
Solution: ScanX now supports five new ACH Processing Profile scoring rules:
-
RDC Average Monthly Volume
-
RDC Average Ticket Amount
-
RDC Maxiumum Ticket Amount
-
RDC Maxiumum Ticket Amount
-
RDC Number of Monthly Returns
These rules allow you to set custom thresholds to trigger Review, Decline, or Prohibited Flags. These rules can also be leveraged for ongoing Processing Profile Risk Review analysis for your active portfolio merchants.
Note: These rules will have to be added to your Scorecard template and you will have to capture the required input data on your merchant application front-end. Please connect with your CSM to learn more.
*New Scoring Rule* - 5 ACH Scoring Rules
Description: This new rule will trigger flags in a risk scorecard when the business ACH Processing is above certain thresholds.
ScanX now supports five new ACH Processing Profile scoring rules:
-
ACH Average Monthly Volume
-
ACH Average Ticket Amount
-
ACH Maxiumum Ticket Amount
-
ACH Maxiumum Ticket Amount
-
ACH Number of Monthly Returns
These rules allow you to set custom thresholds to trigger Review, Decline, or Prohibited Flags. These rules can also be leveraged for ongoing Processing Profile Risk Review analysis for your active portfolio merchants.
Notes: These rules will have to be added to your Scorecard template and you will have to capture the required input data on your merchant application front-end. Please contact your CSM or support for assistance for this feature.
BUG FIXES
Team View Fix Grouping UI
Description: This fix is intended to extend the grouping rows so the categories in the columns are no longer cut off and can be easily viewed. The issue of rows being cut off occurred when multiple levels of grouping is enabled.
The display will extend as below: