Release Notes – June 03, 2026

Summary

This release improves usability and reliability across Exchange, Market, Comply, Control Panel, and Monitoring. Exchange navigation was refined with updated side menu spacing and a top hamburger menu. Market improvements include local-time file timestamps, better portfolio Excel formatting, corrected BOS logo rendering, and buyer funding confirmation even when seller funding details are missing. Control Panel adds Special Instructions for buyer funding invoices and fixes FAQ selection behavior. Monitoring uploads now handle yyyyMMdd date formats correctly, and automated tests were updated.

General

- We updated the Exchange side menu layout and flyout spacing for a cleaner navigation experience also adding a hamburger menu at the top for easier access.

Market

- We converted downloaded file timestamps to local time to make exported dates easier to interpret.
- We allowed buyers to confirm funding even when seller funding details are missing, so the request can move to Closed/Paid.
- We improved formatting in generated portfolio Excel files, including Masked Data and Unmasked Data files.
- We corrected logo rendering in generated BOS files.

Comply

Fixed Bugs in Comply

- We fixed an issue with PDF previews in Exchange where users could not review documents directly in the platform. Now PDFs open correctly within Exchange for a smoother review process.
- We fixed a bug on the My Third Parties page where My Buyers content did not load on first access. Now lenders can view the page data immediately without refreshing.

Control Panel

- We added Special Instructions field into bank account settings in Business Details so users can add a note on Buyer Funding Invoices when provided.
Fixed Bugs in Control Panel
- We fixed a bug in FAQ creation where Select All did not select all items and manually selecting some items could add them multiple times. Now the selection works correctly and each item is added only once.

Monitoring

Fixed Bugs in Monitoring

- We fixed a bug in Monitoring uploads where files containing dates in yyyyMMdd format could fail and stop the entire request. Now these files are processed correctly, preventing upload errors for common date formats.