Agreement Express Release Notes
Release 21.01 & 21.02
Release 21.01 & 21.02
The 21.01/02 Release is scheduled for deployment on February 10th, 2021. Updates will be available in your production environment on February 11th, 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
Company Setting - Disable Pre-fill
Why did we make this change? Sometimes, you just don’t want to have fields filled in automatically!
Who is impacted by this change? All customers with React landing pages (2019 or newer) and who have Pre-fill configured can request that the feature be disabled.
Is any Action Required? Yes, please contact your CSM if you would like to have the Pre-fill feature disabled in your AEX company.
Description: This feature is a company setting to prevent the Landing Page Pre-fill features from appearing in your company. In the case that you subscribe to transactions from a network provider company, this feature will ensure that your Publishers and Recipients do not see the feature. Further, no Pre-fill Records will be created, and the Pre-fill Duplicate Check prompt is disabled.
Merchant Scan Xpress - Scorecard Enhancements
Why did we make this change? Our new scorecard is constantly growing, and we’re adding a number of enhancements with this release.
Who is impacted by this change? All users of the ScanX scorecard.
Is any Action Required? Yes! Please contact your CSM directly for further details on how to take advantage of these features.
Scorecard UI Enhancements
- Added a tooltip when a user hovers their mouse over the Page Score on each scoring page, explaining the weighting configuration for that particular page.
- Fixed tooltip disappearing behavior on Scoring Flag icons.
- Update to the in-app Scorecard Icon.
- Added in-app links to the Support site and Mailto: Product Feedback links.
Scorecard List View - This feature provides the ability to alternate between Single-Page and Multi-Page Views of the Scorecard. Users can quickly adjust to their preferred view while reviewing a Scorecard application. To toggle between views, use the floating icon on the right side of your screen:
Allow ability to add fields on Scoring Pages - This feature enables customers to add fields to the summary section of scoring pages on the ScanX Scorecard. To do this, access the Scorecard Editor (company permission required), and then use the toolbar on the left side of your screen to place fields on your Scorecard.
Scoring Rule: KYC Sitescan Website Malware Detections - Adds the rule ‘KYC Sitescan Website Malware Detection’ to the ScanX Scoring Rule Library. This rule can be leveraged by customers who have an integration to KYC Sitescan. KYC Sitescan Website Malware Detection performs a scan of the Business Website and detects malware or phishing attempts. This rule will automatically trigger a Decline Flag when there is a hit, which recommends a decline decision to the analyst.
TransUnion US Scoring Rule - This update adds support for TransUnion US Consumer Credit on the new ScanX Risk Scorecard. Customers who are using Merchant ScanXpress are able to configure this rule themselves. Please speak to your Customer Success Manager for more information. This rule adds to our existing support for Experian Business Owner Profile, and Experian Credit Profile credit services.
gIdentify Business Consumer Alerts - Adds the rule ‘gIdentify Business Consumer Alerts’ to the ScanX Scoring Rule Library. This rule can be leveraged by customers who have an integration to Giact. Please note, that business gIdentify is a separate third-party call than Individual gIdentify (i.e. Owner). Business Consumer Alerts provide risk alerts from Giact’s API indicating potential risk factors for a business. Please contact your Customer Success Manager if you would like more information about this rule.
ScanX ‘Save As / Live Mode’ Lookup Table Support - When you perform ‘Save As’ functionality on the ScanX Risk Scorecard, the new template will include the scoring rule lookup table settings from your source scorecard. This can be used by ScanX customers who are building multiple scorecards to ensure that your scoring rule custom changes are carried over to your new template. Previously, when you used ‘Save As’, it would copy the Scoring Rules but apply the AEX recommended lookup table settings, regardless of if you had made changes to the tables.
Compound Cancel Notification for Draft Transactions should only notify Publisher
Description: Resolves issue where Cancellation Email Notification would be sent to Publisher and potential-Recipients, when a Draft Transaction was Cancelled within a Compound Case.
Compound Transactions fail to load when first Transaction has no Wet-Sign Signatures
Description: Resolves an issue where Cases could fail to load, when the first Transaction they contained did not have any Wet-Ink Signatures configured.
Connector - Email for users in the "Approvers" section is generating Flex launch link
Description: Resolves issue with Agreement Express Connector, where the email for recipients in the “Approvers” section would generate a Flex launch link.