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Release Notes – October 7, 2026

Updates, Enhancements and Bug Fixes

Summary

This release improves usability, workflow flexibility and compliance management across the EverChain platform. Users can now control which grid columns are visible on Portfolio Manager cards and set per-user page preferences on the Portfolio Detail, Compliance and Post-Sale request pages. In Market, buyers can request unmasked data for Forward Flow portfolios in Awarded status, the Pending Funding card now shows BOS Status and Buyer Funding Amount, and bar date warnings are now accurate, with a new alert for dates within the next 15 days. Comply gains a new Insurance tab on Comply Home, a Certification menu, a simplified Legal & Regulatory form and faster Document tab loading. Control Panel uploads now clearly state which file types are allowed, and fixes address form field alignment, dark mode display and Digital Seller Survey access.

General

  • We fixed the alignment of form fields (text boxes, dropdowns, date pickers and checkboxes) that appeared misaligned when used together on a page, especially with browser zoom. All controls now share the same layout and sizing.
  • We added a Column Visibility option to the Portfolio Manager cards so users can choose, hide and reorder grid columns, while the Excel export still includes all columns; the column visibility and export actions now sit together in a single action button in the table header. We also added a Page Settings button to the Portfolio Detail, Compliance and Post-Sale request pages so each user can choose which sections are expanded by default, and on Portfolio Detail and Compliance users can additionally choose which sections are shown, with these preferences saved per user.

Fixed Bugs in General

  • We fixed a bug where some colors and layout elements displayed incorrectly in dark mode across the platform, including Exchange.

Market

  • We enabled the unmasked data request for Forward Flow portfolios in Awarded status, so buyers can request unmasked data earlier in the process.
  • We added Bill of Sale (BOS) Status and Buyer Funding Amount columns to the Pending Funding card.
  • We added an Export to Excel button to the Related Requests grid on the Funding details page.
  • We changed the Portfolio Detail Page to hide the Collection Activity section when the portfolio has no collection activity data, instead of showing it empty.

Fixed Bugs in Market

  • We fixed a bug where users with the required permissions got an "Access Denied" error when opening the Digital Seller Survey (DSS) from the Marketplace.
  • We fixed a bug where the "Bar date has passed" warning appeared for bar dates that were still in the future. We also added a warning for bar dates occurring within the next 15 days.

Comply

  • We changed the Legal & Regulatory form so that only one Compliance Officer/Manager and the Complaint Process & Procedures entry are required. Some companies don't have more than one compliance manager and could not complete the form before.
  • We added a new "Certification" menu in Comply, placed right after Comply Home, and moved Document Registration, and Audit Manager under it.
  • We removed the "Set as not available" option on document cards when the document or fillable form is not required, because the option has no purpose for optional items.
  • We fixed an error that occurred in Comply after some fillable forms were accepted.
  • We improved how the Document tab in Document Setup in Comply loads its data, reducing loading time.
  • We added an Insurance tab to Comply Home with the same cards as the Licenses tab and quick filters for Client, Business, Business Status and Insurance Status. The grid shows each business's insurance name, policy type, coverage amount, days to expire, expiration date and comments, and can be exported to Excel.

Control Panel

  • We updated the Unmasked Data Request upload in business settings, which let users select non-PDF files that then failed with a generic error. The upload modal and error message now make clear which file types are allowed.
  • We fixed an issue in Control Panel that could cause the Client Profile page to display an error instead of loading correctly.

Fixed Bugs in Control Panel

  • We fixed a bug in Notification Settings where internal users could see notifications that were not available on the platform. These notifications have been removed, so the Notification Settings page in Control Panel no longer shows options without a title.

Release Note 20261007