New Features

Webhook Management Via API

• Preczn webhooks can now be managed via our APIs include all CRUD processes
• Please review our API docs for details or contact customer support

Merchant Record - saasData and transactionVolumeSnapshot

• Merchant record now supports storing saasData to store when the merchant started using vertical saas. There are also properties to store how the merchants are billed saas fees both amount and frequency
• Merchant record now supports storing transaction volume (30 day and 180 days) in the form of a snapshot.
• Both saasData and transactionVolumeSnapshot can now be transmitted to Rainforest during boarding.

Improvements

Forms - Google Places for Addresses

• Address fields in forms now include support for Google Places
• When users type in Address 1, Google Places results will be available to select and prepopulate the address fields
• Users may still manually enter or override the addresses at any time

Forms - Bank Account UX Improvements

• Should all bank account attachments be hidden, the attachments subsection header is no longer displayed
• Add Bank Account button is now removed as current onboarding integrations do not support multiple bank accounts.

Loans Log - Preczn Loan ID

• The Loans Log table now includes a column to display the Preczn Loan ID. This will be useful for monitoring B2B Jaris loans in conjunction with the Preczn Loans API.

Payrix Transaction - Trim Item and Description properties during transmission

• When Item or Description lengths are greater than 500 characters, Preczn will trim the description to 500 characters before transmitting the Payrix Transaction request. This will prevent character limit errors.

Dashboard - Expanded Merchant Count by Status

• The Merchant Connection Status widget now includes additional statuses and their merchant counts. Tracked statuses include Active, Ready, Sent, Error, RFI, PartialBoard, and Requirements.
• In-Line editing of Labels in the Vault on a per merchant basis.

Create Token API - Support for Platform Tokens

• Previously the Create Token API endpoint only supported creating merchant level tokens
• Platform level tokens (without a merchant ID) are now supported for the following token types:
  • Card
  • BankAccount

Bugs

Forms - Payrix Ownership Percentage

• Resolved an issue where ownership validation was preventing users from entering amounts. Forms have reverted back to no ownership validation on Payrix connection forms.

Forms - Onboarding Snapshot during Error Scenarios

• Improved backend system that tracks snapshot of onboarding data, so that in error scenarios the snapshot does not include data that was fully sent.

Dashboard - Changing Support Details on Form Templates

• Resolved an issue where support details could not be removed if previously saved. All fields can now we nullified via the dashboard.