Release 21.03
The 21.03 Release is scheduled for deployment on March 3rd, 2021. Updates will be available in your production environment on March 4th, 2021 unless otherwise noted. Included in this release will be some enhancements to some 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 its impact on you or your end clients.
AEX CORE UPDATES
KYC SiteScan Scoring Rule - OFAC
Why did we make this change? KYC SiteScan offers OFAC results as a part of their return data, and we’ve made it easier for underwriters to use it.
Who is impacted? All customers with a ScanX scorecard can add this new rule.
Is any Action Required? Yes, either contact your CSM if you would like to have the rule added, or add the rule yourself using the ScanX builder.
Description: This update adds a new rule to the ScanX Scoring Rule Library. This enhancement allows customers with a KYC Sitescan integration to add a rule to their ScanX Scorecard that will flag if there are OFAC matches for the Business Name or Principal Owner Names. This rule does not support checks for Control Persons or other related persons. Previously, the KYC Sitescan OFAC results were only available in the PDF Sitescan Attachment.
Scoring Rule - Business Longevity
Why did we make this change? Business Longevity is an AEX Service and does not use a third party integration. Additional free information for underwriters!
Who is impacted by this change? All customers with a ScanX scorecard can add this new rule.
Is any Action Required? Yes, either contact your CSM if you would like to have the rule added, or add the rule yourself using the ScanX builder. You must capture the Business Start Date on your front-end data collection in order to use this rule.
Description: This update adds an AEX Scoring Rule to the ScanX Scoring Rule Library. This scoring rule leverages application data (Business Start Date) to calculate the number of months in business. The number of months in business value is compared to a lookup table which enables the ability to trigger flags and scores based on the longevity calculation.
Bug Fixes
MV2 Reports - Filter by Tags
Description: An issue where filter by tags in reports was returning no results has been resolved. Now when you select to filter by tag the list of available company tags will be displayed.
Mobile Signature Sizing Inconsistency between PDF & Viewer
Description: A change introduced in the previous release that caused signatures to appear smaller on the PDF than in the Signing Viewer has been removed.
Emails with Apostrophes Not Caught During Publishing
Description: Handling has been added to ensure email addresses with apostrophes are not used in the system.
Transactions Missing API/Integration Results
Description: An issue has been resolved where sometimes transactions were not updated with API/integration results preventing the results from being displayed in a priority field.
Cancellations of Draft Transactions now Notify the Publisher
Description: When a draft transaction from a case or the entire case is cancelled, an email notification is now sent to the transaction’s publisher.