Agreement Express Release Notes
The 22.10 Release is scheduled for deployment to US Production on Wednesday, August 3rd, 2022. Updates will be available in your production environment on Thursday, August 4th, 2022 unless otherwise noted. The Release to Canadian Production will be on Friday, August 4th, 2022 and will be available to users as of Saturday, August 6th, 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!
Action Bar - ScanX Copy Data
Data from a ScanX scorecard can now be copied to a new landing page or form transaction. Use this feature to prompt additional checks.
To access this feature, select the checkbox beside any scorecard from the new Workspace and click the Copy button. You will be prompted to select a transaction to initiate with the copied scorecard data. If your ScanX template uses secure fields, these fields will not be copied to the new transaction.
Note: To copy data from an existing scorecard to a new scorecard, use our existing Risk Monitor and Scheduling features.
“Average” instead of “Median” Time to Close in Reporting
Cosmetic changes made to Reporting verbiage. The term "Average" will now be used in place of "Median" within the Time to close and Underwriter Activity reports.
Tooltips have been updated to indicate that the type of average utilized within the report is a median calculation.
Edit Lookup Tables
You can now edit lookup tables for ScanX Rules directly within the app. With this new interface, you can skip the download and re-upload process entirely.
Stay tuned for in-app data validation for lookup tables in the near future.
*New* Scoring rule- MCC Monthly Volume Risk
Problem: I want to trigger flags/scores on my Scorecard if the Average Monthly Volume for a merchant is above an acceptable threshold for their MCC Code.
Solution: AEX now offers an MCC Monthly Volume Risk scoring rule.
Automatically Available? No, this rule will have to be manually added to your scorecard.
*Update* KYC Sitescan Scoring Rules - Include Control Person
Problem: I want to send Control Person data to KYC Sitescan so that they are included in the webcrawl results.
Solution: AEX now sends 1 Control Person to KYC Sitescan automatically. This is useful for KYC Sitescan OFAC users who want to perform OFAC Watchlist checks on the Control Person. You will also get the Google Maps Satellite & Streetview images for the Control Person in the PDF Report.
Automatically Available? No, you will have to open your Scorecard template and save it in order for this to work.
User unable to save Landing Page
An issue that was preventing some Company Administrators from saving changes to their landing pages has been resolved.
Warning dialog when user tries to close a window
If you try to close the tab/window of a signing package while it is still publishing, a warning message will now be displayed.
Added Support for Encryption in V4 Publishing
For those looking for an extra level of security, the V4 Publishing API now supports private-public key encryption.
For more information and assistance configuring this, please contact support