Agreement Express Release Notes
The 22.06 Release is scheduled for deployment to US Production on Friday, May 13th, Updates will be available in your production environment on Saturday, May 14th, 2022 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 also be on Friday, May 13th, 2022 and will be available to users as of Saturday, May 14th, 2022.
Signing Viewer - Loading Spinner stays on while loading
Description: In the final step of signing when the information is being sent to the server the loading spinner would sometimes disappear pre-maturely. This spinner will now remain on screen until the process has been finished.
Is any Action Required? No, this will be automatically available.
MC MATCH - PDF & Error Message Updates
The MATCH PDF Report generated by AEX has been updated to include the following:
Add new section to the top of the MATCH report PDF “Request Details”
include the time/date/reference ID returned by the MATCH Response
Server time zone is used and the time zone is indicated in the Date/time field
If hits are found:
“11 MATCH results found.”
If NO hits are found:
“0 MATCH results found.”
In addition, when no MATCH results meet the scoring rule threshold, the following message will now be displayed:
”“No Eligible MATCH Results Were Found”
Previously, this message was displayed:
”Terminated Merchant Result: No MATCH Results Triggered For Your Scoring Rule Configuration”
Is any Action Required? No, this will be automatically available for all clients using the MC Match Integration.
KYC Ready Check - Speed Enhancement
Description: Currently, ScanX attempts to run the KYC Ready Check task every 5 minutes. This will now be reduced to 1 minute.
KYC Ready Check will run every 1 minute for all Scorecards.
Reduce the max retry to 120 attempts
KYC Ready Check processing will reduce the time your scorecard takes to run by, on average, 2 minutes.
Is any Action Required? No. This enhancement will be automatically available.
Who is impacted? Users of ScanX & KYC Sitescan’s “Ready Check”
GIACT- Added Banking Support for Business Name on Account
Problem: The Giact Name on Bank Account (gAuthenticate) scoring rule does not support Business Name on Bank Account.
Solution: ScanX Name on Bank Account scoring rule now supports business name on account as an input using the following field name: Banking_BusinessName Automatically
Is any Action Required? Yes. This enhancement will be automatically available, please contact support. This rule will have to be updated on your scorecard.
Who is impacted? Users of ScanX & GIACT
Wet Ink - Enabled by Default for all Manually added Signatures
Description: Previously when signatures were added to new documents, they did not have Wet Ink capabilities by default. Now, the signature blocks added in draft mode will have wet ink enabled by default.
The signatures in discussion are the ones a user adds manually as below:
Who is impacted?
All publishers able to create documents.
Is any Action Required?
No, this setting will be automatically available.
Open as Signer
Description: As a Company Admin, I would like to open a document for my client to sign in-person. This functionality previously existed in MV2 but will now be available in the new workspace on the Action Bar.
Open as Signer is available if the agreement is in Active or Sent Status and waiting for a signer/approver.
The following dialog box will open when Open as Signer is clicked, as below:
Once a signer is selected, a new session will open and your current session will end.
The New Workspace is here!!!!
The New Workspace is OFFICIALLY LIVE, and we encourage all users to start getting in there. We want to thank everyone who participated in the New Workspace Webinar this week, we hope you have enjoyed the shiny new interface!
For those of you already in the New Workspace, in this release, we have added the following enhancements and features:
All Welcome E-Mail templates will now direct users to the new workspace with the URLs:
Get insight into the activity of your company's Publishers & Underwriters through all new data visualizations.
My Completed Agreements
Allows salespeople to track the Underwriting outcomes of their applications.
This report allows you to monitor the publishing activity of your sales team (Merchant Applications) and back-office staff (Back Office Input Flows)
Underwriter Outcomes Overall
The Underwriting Outcomes report allows you to track the UW decisions being made (ie, Approved, Declined, Cancelled).
Monitor the current workload of the UW team members and incoming Scorecards ready for assignment.
See the volume of Scorecards reviewed by the team broken down into new Merchant scorecards vs. Monitoring.
Fixes to Filtering
We made some small fixes to the Filter “not contains” in the New Workspace which was not always displaying correctly.
Other fixes made to the Group by: “ScanX Status” filter
SSO Support for New Workspace, now added in this release
All users routing to AEX via SSO will now be able to use the New Workspace via their SSO entry point
If you have not yet had a preview of the new workspace, please reach out to your customer success manager for a demo, or review the Knowledgebase Materials here for all the new and improved features as well as instructions on how to access it.
Note: The Old Workspace will be officially de-commissioned on December 30th, 2022. Please plan your conversion schedules accordingly, and reach out should you need any assistance! Your new URL will be: https://us.agreementexpress.net/workflow/dashboard/workspace