Release 23.13 Notes

• Deployment to US Production will be on July 19th, 2023 and will be available to users on Thursday, July 20th, 2023.

• Deployment to Canadian Production will be on July 21st, 2023 and will be available to users on July 22nd, 2023.

• Please reach out to your Customer Success Manager (CSM) if you have any questions about this release.

SCANX

Marketplace Risk Scoring Rule

Problem: I want to trigger flags if a Merchant website is detected as a marketplace by KYC Sitescan. Marketplace websites may indicate risk that should require manual review and be brought to the Underwriter's attention via flags.

Solution: ScanX now offers a new scoring rule: Marketplace Risk. KYC Sitescan has a new Marketplace Indicator that is returned by their API and also indicated in the PDF Sitescan report. We will use this data to trigger flags/scores based on if the website is detected as a marketplace or not.

Automatically Available? No, the new rule will have to be added to your scorecard.

KYC Sitescan - BBB Remove Review Flag for No Result

Problem: I don't want to trigger flags if the Better Business Bureau (via KYC Sitescan integration) returns no results.

Solution: Our default lookup table is updated to not trigger flags if BBB does not return a result.

Automatically Available? No, the rule will have to be removed and re-added to your scorecard. Contact your customer success manager or support for assistance.

CORRESPONDENCE

Workspace UI and Filtering

Problem: I want to understand in workspace if Correspondence has been Sent or Responded to. Today, there is no way to see this in Workspace.

Solution: Workspace now supports a new Correspondence Status indicator column. We have also added a Correspondence Updated column so you can see when the last correspondence request was sent or responded to.

Automatically Available? No, you will have to add the following fields to Workspace in the Grid Manager:

• Correspondence Status

• Correspondence Last Updated

LANDING PAGES

AEX Footer Visibility Toggle

Problem: I don't want to see the Agreement Express footer at the bottom of my landing page forms.

Solution: The Agreement Express Footer can be hidden using a company setting.

Automatically Available? No, contact support for assistance.