Agreement Express Release Notes
08.25.2022
Release 22.11
The 22.11 Release is scheduled for deployment to US Production on Wednesday, August 24th, 2022. Updates will be available in your production environment on Thursday, August 25th, 2022 unless otherwise noted. The Release to Canadian Production will be on Friday, August 26th, 2022 and will be available to users as of Saturday, August 27th, 2022. This release note includes net-new features and 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 his release and their impact on you or your end clients!
SCANX
Scheduled ScanX - First Day Next Month
Problem: I want to schedule monitoring scorecards to run on the first day of the next month.
Solution: Underwriters can now schedule monitoring scorecards to run automatically on the first day of the next month. This can also be configured as a default scheduling option in the Scorecard Editor.
Automatically Available? Yes, if you are enrolled for MonitorX. Contact Sales or your CSM to give it a try!
*New* Scoring Rule - Refinitiv Giact World Check Scoring Rule
Problem: I want ScanX to trigger flags if Refinitiv World Check finds potential watchlist or sanctions hits for an owner or business.
Solution: ScanX now supports 3 new rules for Refintiv (Giact) World Check. You can trigger flags if the Owners, Control Persons, or Business DBA/Legal names appear on sanctions or other watchlists.
Automatically Available? No, you will require credentials for World Check and the rules must be added to your Scorecard.
*New* Scoring Rule - Country Risk
Problem: I want to be able to trigger flags/scores based on the Country of the Business, Owner, or Control Person(s).
Solution: The Country Risk rule allows you to trigger scores and flags based on the Country of the Business, Owner(s), or Control Persons.
Automatically Available? No, the rule is added to the Scoring Rule Library but must be added to your Scorecard.
*New* Scoring Rule - MCC Days to Delivery Review
Problem: I want to trigger review flags on my scorecards if the merchant's days to product delivery/fulfillment (field on the merchant application) are above the acceptable limit for their MCC Code (Industry).
Solution: The MCC Days to Delivery Review rule allows you to trigger review flags when the Business Days to Delivery is above a specific amount for their MCC Code.
Automatically Available? No, the rule is added to the Scoring Rule Library but must be added to your Scorecard.
Enhancements
Save and Send Performance Improvements
Signers completing their transactions will experience improved performance (up to 4x faster) on the final Save and Send step.
Add New System User - Access Control Management
Problem: I want the managers of my Access Groups to be able to add new company publishers to their group(s).
Solution: Managers of Access Groups can now add new company users to their groups in the Access Control Manager.
Automatically Available? Yes, if you are using ACGs.