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3/14/2024 Release

7 months ago by Clay Hefner

Release Notes - Preczn v1.3.5

New Features

  • Nelnet Integration Enhancements:

    • Nelnet loans can be added via the Create Token endpoint. This also includes Loan.created webhook support for nelnet loans. Tokenized loans include validation that they are indeed associated with the contractor at Nelnet.
    • Nelnet loan data can be retrieved via the Get Token endpoint. can
    • Implemented parsing for Nelnet Drawdown webhook events, Loan webhook events, and merchant webhook events to enhance loan management on a transaction, loan, and connection status respectively.
    • Added ability to assign Nelnet Credentials to a merchant via the Merchant API & Merchant Import.

  • RFI Form Improvements:

    • Introduced a back button and removed the attestation checkbox from the Review and Submit page to streamline the submission process.
    • Added a back button on the Business Info Page to improve navigation.
    • Improved the UX of the Data Updates to Submit table for a more intuitive user experience.
    • Improved the instructional notes so that the notes stay affixed at the top of all pages in the process, can render rich text content, and have better legibility at mobile break points.

  • Merchant Management Updates:

    • Merchants now default to 'active': true, and related API/Import processes have been adjusted accordingly. This should save time needing set merchants to active prior to transacting
    • Updated Merchant APIs & Merchant Import to accept and return whole numbers for averageTicket and annualSaleVolume as is standard with our other currency fields. Furthermore updates were made to ensure that Average Ticket, Annual Sale Volume, and Annual Finance Revenue Volume always display 2 decimal places in Merchant Detail, ensuring consistency in financial reporting.
    • Enabled Rich Text Formatting for editing the Action Required Description in the Vault, enhancing the clarity of instructions that will be communicated to the user.
    • Introduced banking.hasDisbursementHistory boolean and connectionspecificRequirements.customField string to Merchant API & Payrix Onboarding, expanding the customization options for merchant setups.
    • Allowed changing of connection status for Test Merchants via the Merchant API, providing more flexibility in testing environments.

  • Loan Table Enhancements:

    • Added a 'Created On' column to the Loan Table and implemented sorting to return the most recent results, making it easier to track new loans.

  • Payments API Improvements:

    • Updated the Payments API to only mark a capture as partial if the amount is less than the original transaction, improving accuracy of transactional data.

  • Plans Improvements:

    • Ensured that new plans default to enabled, streamlining the setup process for configuring new plans

Bugs Resolved

  • Fixed inconsistent padding of status icons in the Connection Onboarding drawer in Vault, improving UI consistency.
  • Ensured transaction records are saved to database sooner, enhancing the reliability of transaction processing.
  • Resolved an issue where Merchant Detail was not showing data, ensuring accurate display of merchant information.
  • Fixed a 500 error when attempting to create a Nelnet Loan, improving the stability and reliability of loan creation processes.