Updates, Enhancements and Bug Fixes
Summary
This release adds refinements across the platform. Market improves navigation, expands event details in History component, adds a help button with user support contacts in the page header, and updates escalation notification emails. Comply introduces the All Licenses report, clearer Document Registration guidance with an Assigned Analyst label, Repository upload notifications and document transfer flexibility. Control Panel updates include Client Profiles export, adjusted business-creation rules and a new 2FA recurrence option. Monitor receives improvements in the Billing page.
Market
- We updated Post-Sale Management so it only shows items the user has access to through the Control Panel, improving clarity and avoiding unauthorized visibility.
- We renamed the “Manage” module to “Control” and moved it from the Market menu to the RMS menu, keeping full access to all its existing sub-menus such as Bulk Request and Funding. This improves navigation, makes the module’s purpose clearer for users, and sets the foundation for a more centralized experience in the future; where essential account-related information can be accessed in a single place.
- We added the exact time (timestamp) to the date column in the History component on the Portfolio Detail page, giving users clearer visibility into when each event happened.
- We added a “Help” button to the platform header that opens a modal showing the Sales Director and Recovery Success Manager contacts, giving users quick access to the right support roles.
- We Improved the layout of the portfolio steps bar. It will no longer display an error bar in the status bar.
- We added additional request details to the Post-Sale escalation notification emails, including Requested By, Escalation Reason, and Request Initiated On (Date) to give recipients clearer context for faster action.
Fixed Bugs in Market
- We enhanced the NDA versions pop-up in Portfolio Detail page so it is sorted by newest upload date.
- We fixed a design error in Complaint log table in Seller Detail page removing blank spaces that appeared before items in summary column.
- We fixed a bug that hid bid-review and acceptance buttons for Buyers and Resellers, restoring the functionality.
- We fixed a bug where Bulk Funding Requests were only created for the first 25 selected accounts. The bulk process now correctly includes all selected accounts when generating funding requests.
- We fixed a bug that prevented portfolios from being deleted before scrub validation. Portfolios can now be deleted as expected.
Comply
- We added a new “All Licenses” report to Comply → Document Portal. The report displays all active licenses with full filtering options and an Export function. Users can now clearly view client name, type, and status, as well as business name, type, and status, so they can filter the information as needed.
- We enhanced the Document Registration page by adding tooltips to all its buttons. We also added a visible label showing the analyst assigned to each certification for both internal and external users. Any changes to the Assigned Analyst are now saved and can be viewed through the certification history pop-up. This helps users quickly understand actions and see who is responsible for each certification.
- We enabled the option to transfer documents directly from the Repository page, even when they belong to a past certification. The transfer button is now available for users whenever needed, giving users more flexibility to correct or reorganize files.
- We added a notification to the Compliance team whenever a user uploads a document in the Document Repository, including the Category, Document Section, Business, file name, and user information.
- We enhanced the Expired Documents notification by adding clear, step-by-step instructions explaining how users can update expired files directly from the Repository. This reduces confusion and helps users update required documents quickly and correctly.
Fixed Bugs in Comply
- We fixed a bug where cloned documents were not saving the Accepted By and Expiration Date fields. Both fields are now correctly stored when a document is cloned.
Control Panel
- We added an Export function to the Client Profiles grid in the Control Panel, allowing users to download the data directly from the page.
- We added a new “Recurrence” dropdown to the user edit page in the Control Panel, available when Two-Factor Authentication (2FA) is enabled. Users can now control how often each user must re-authenticate (Once, Every 7, 15, or 30 days), and the system will enforce 2FA accordingly.
Fixed Bugs in Control Panel
- We fixed an issue with user authorization claims that was preventing some RMS pages from loading. These pages now load correctly.
Monitor
- We added header filters to the Billing page grid in Monitor, allowing users to filter billings by file name, date created, and business.
Fixed Bugs in Monitor
- We fixed an issue with the Upload Monitoring File pop-up in Accounts Monitoring page on Monitoring. The file type do not erase anymore when business is selected.
Release Note 20251119