Forth Pay Account Agreement Field Reordering

This update to the Loanosity Debt Settlement Loan (DSL) program will allow users to resubmit a contact to Loanosity from the very beginning if the original submission enters the "Declined" or "Withdrawn" status. This will allow CRM users to conveniently start over from the beginning of the loan application process, empowering them to rectify any previous submission errors and increase the odds of approval for their loan application. Additionally, this feature eliminates the need for CRM users to reach out to Forth Support via support ticket to submit a new application for Loanosity DSL if a contact's application was declined or withdrawn.

Automatic Population of Account Type

With this update, the account type field will automatically populate the account type on Forth Pay documents (such as the Forth Pay Bank Change Request document and the Risk Return document). This will eliminate the need for the consumer to manually select the account type on these documents. The account type field will automatically populate using the {ACCTTYPE} tag and may be used in other documents as you see fit.

Duplicate Management User Interface

In addition to making the user interface (UI) more intuitive, with tools such as additional dropdown menu options for filtering, the Duplicate Management page now accommodates multiple companies being added by adding a new setting for “Check across companies”. This is presented as a company selection box where the companies that moved over are the companies the system will check duplicates against for the company the user is modifying the settings for. Other updates related to this updated interface include disabling the “save changes” button while the save is happening or if the user unselects all search fields, as well as not refreshing the entire page when a company is saved or deleted.

API Updates

Transaction Types & Subtypes API Endpoints

With this update, a user is now enabled with the ability to grab all transaction types and subtypes via the API. We created an endpoint for both transaction types and one for transaction subtypes. API Documentation on these two endpoints is available by clicking HERE and HERE.

Get all Advance Assignments Endpoint

With this update, a user can retrieve all advance assignment options available as defined by settings so that they can understand which assignments exist and what they can assign to an advance on other API calls. This was enabled by creating a new API endpoint under “Advances” to retrieve all advance assignments available on an account.

Get Transactions Endpoint To Allow Transaction Status Filtering

With this update, the CRM user is now able to retrieve transactions from the CTX “Get Transactions” endpoint based on transaction statuses, to access relevant data via the API.

This update enhances this particular endpoint to allow users to filter transactions within an advance based on specific transaction statuses and provides users with greater control and flexibility in accessing relevant transaction data via the API. API Documentation on this feature is available by clicking HERE.

Bank Account Details Integration via API

This new feature enables the ability to retrieve banking information via the FORTH CRM API. This can be used in conjunction with third-party applications. We created a new GET API endpoint to retrieve the bank account name stored on the contact record. This display of bank account information only displays the last four (4) digits of the account number for security purposes.

Get Paused Value via API

This update to the “Contacts” API improves the functionality of the API by implementing a new feature that allows users to retrieve the paused value (true or false) for contacts. This will provide users with the ability to programmatically access the paused status of contacts within the Forth CRM system.

Update Debt Record by ID to allow Bulk Updates

This update provides the ability to bulk update debts in the CRM via the API. This would then allow for multiple debts to be updated on a single API request. This updates the “debts” endpoint to support updating multiple debts on a PUT request where the user passes an array of debt objects with the debt ID present of the debts they wish to update. API Documentation on this feature is available by clicking HERE.

Update Contact Return Value via API

This update enables the return of a customer record that was submitted via the API. It adds an endpoint to return a contact’s file. With this feature, the system can only return a file that is currently submitted. If attempting to return a file that is not submitted, an error message will be generated.

Get Enrollment Details via the API

This feature provides the ability via a new API endpoint to get all transactions available on a contact record. This will permit the creation of third-party custom applications to display current transaction details (in a read-only format) retrieved via the Forth API, from a customer’s record. API Documentation on this feature is available by clicking HERE.

To access other monthly release notes, click Here.