"Edit Triggers" Permission Now Tied to New Trigger Interface

The former triggers system’s setting to control access was tied to a now deprecated triggers interface/experience. With this update, we standardized permissions to use the most up-to-date version of the triggers system and updated that permission to point to the ability to update and edit the triggers interface.

When enabled, the user who is in the modified role will have access to view, modify, and update triggers in the system from the triggers listing page.

Client Portal Password Reset Function - Replaceable Tags Now Functional

Previously, when client portal users attempted to reset their password from the client portal itself, any {tags} included in the email template would not properly pull the data from the contact. We have updated this functionality, so now whether a CRM user resets a client portal user's password on the contact dashboard, or the client portal user themselves resets the password on the portal, the following replaceable tags will function properly:

{FULLNAME}
{DATE}
{ID}
{ASSIGNED_SERVICINGCOMPANY_LOGO}
{ASSIGNED_SERVICINGCOMPANY_PHONE}.
{ASSIGNED_SERVICINGCOMPANY_NAME}
{ASSIGNED_SERVICINGCOMPANY_ADDRESS}
{ASSIGNED_SERVICINGCOMPANY_CITY}
{ASSIGNED_SERVICINGCOMPANY_STATE},
{ASSIGNED_SERVICINGCOMPANY_ZIP}
{ASSIGNED_SERVICINGCOMPANY_EMAIL}
{ASSIGNED_SERVICINGCOMPANY_PHONE}
 {ASSIGNED_SERVICINGCOMPANY_FAX}

Enrollment Details Page Alerts

The objective of this requirement is to update the Enrollment details page alert to match the functionality of the updated dashboard alerts recently implemented across the Forth system. 

API Updates

Budget Fields to the Century API

The Century client wanted to add all the budget fields under Monthly Income and Monthly Expense on the budget setup page in their account. In addition, the client also wanted three fields to be added to the Century integration - sACCOUNTHOLDER, sACCOUNTTYPE, and sBALANCEDATE.

The main goal of adding all budget fields under Monthly Income and Monthly Expense on the budget setup page was to:

• Provide the client with a more comprehensive view of their income and expenses. This will help them to better track their spending and make informed financial decisions.

• Provide increased transparency and accountability: By adding all budget fields and new fields for Century integration, the client now has greater transparency and accountability regarding their finances. This makes it easier for the client to monitor their financial progress and hold themselves accountable for their financial decisions.

Advance Custom Fields in Response for GET Advance By ID Endpoint

Object custom fields are currently supported to add custom fields to the Advances object. This allows users to attribute custom values to advances and fill them in as they complete advance offers in the system. Formerly, the API did not support the ability to view these fields if they are present in the advance. This update enables greater visibility into Advance attributes via the API and enables further customization of fields that are present on the API based on unique custom fields in the user’s account.

Limit Lender to Lender Endpoints

We added an additional setting to the "Service" type user setup on the edit user page in the CRM to specify via a new checkbox whether or not they are an API Lender. If you select this new checkbox, it only allows access to two specific submission endpoints and is forbidden from using others.

There were concerns that lenders using the endpoints designed for them in the submissions project would have been able to see/extract other information with their API keys from the client’s system. With this change, we can now better secure API keys and restrict access based on the user type and additional parameters of the user in the system that the key is tied to.

New Credit America Integration - ProgramStartDate field

New Credit America asked us to change the value of the parameter ProgramStartDate we send them. We used to send the first payment date and they requested this should be updated to the clients' enrolled date in the CRM. This modification updates the API Parameter to be aligned with the partner’s expectation for that field. In addition, the Enrolled date gets set upon a client enrolling or re-enrolling in the program.

All System and Custom Advance Fields Now Available for Lender Submission via API

This now enables Brokers to include and submit all critical information stored at the Advance level, including system and custom advance fields when submitting deals to Lenders. This will improve the accuracy and completeness of the information provided to Lenders needed to process the deals ensuring that the additional advance level fields are mapped correctly to the Lender's required fields and validated against system requirements.

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