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4/16/2026 Release

9 days ago by Clay Hefner

This release introduces trusted device management for MFA, merchant cloning, client-side document blur detection for boarding forms, and proactive password expiration notifications. Additional updates include GreenSky integration enhancements, CardPointe improvements, configurable field constraints for product/service descriptions, and a modernized dashboard experience with redesigned tabs and unified search.

Jump to: New Features | Improvements | Bug Fixes

New Features

Trusted Device Management

A new "Remember This Device" option is available during MFA verification. Trusted devices skip future MFA prompts, and users can manage their trusted devices from a dedicated management page. A trusted device indicator is also displayed during login to confirm when a device is recognized.

Merchant Cloning

Merchants can now be cloned directly from the dashboard. The new Clone Merchant modal creates a copy of a merchant's profile data, including vault records, with the option to keep or remove owner and bank account information — making it easy to repaper a merchant when ownership changes without rebuilding the profile from scratch. Note that connection configuration data is not copied during cloning.

Client-Side Blur Detection for Document Uploads

Boarding forms now include automatic image quality checks on uploaded documents. Blurry uploads for business attachments, business information, business owner documents, and banking information are flagged in real time — reducing submission rejections caused by illegible documents.

Password Expiration Notifications

Users now receive proactive, tiered toast notifications as their password approaches expiration. The password reset flow has been updated with improved page layout, a PCI compliance banner, email pre-population from login, and a "Reset via email" escape hatch for users who need an alternative reset path.

Improvements

GreenSky Primary Business Category

GreenSky boarding now supports a dedicated primary business category field — replacing the previous freeform mapping. The new greenskyPrimaryBusinessCategory field is available in the requirements template and can be configured via the dashboard's form template UI. Enrollment payloads and mapping logic have been updated accordingly, with end-to-end validation across the boarding flow.

Product/Service Description Field Constraints

The productServiceDescription field has been upgraded to support configurable type and schema constraints. Constraints can be defined in the dashboard and are enforced in boarding forms. Constraint configuration paths have been exposed through both the Merchant API and Core API form template controllers.

CardPointe Integration Enhancements

  • Added ACH entry code WEB to CardPointe ACH authorization requests
  • Added Card-on-File (COF) tokenUsage mapping to the CardPointe processor integration

Dashboard UI Updates

  • Redesigned tab bar with line-style treatment, sticky behavior, and card layout
  • New shared search input component replaces inconsistent search implementations across the dashboard
  • Modernized global header search to match the shared search design language
  • Added Display PCI SAQ toggle to boarding form template configuration
  • Fixed table pagination footer styling issues
  • Hidden Activity Log sidebar link in admin view

Boarding Form UI

  • Applied global modal border-radius override with design tokens replacing hardcoded values
  • Boarding forms now gracefully handle an already-completed PCI Compliance step

Bug Fixes

Dashboard

  • Fixed Cancel button displaying in ALL CAPS on the Create New Form modal
  • Corrected sidebar submenu child items misaligned with parent label text
  • Fixed dark mode text unreadable on pre-login session screens
  • Resolved Vault table dark mode styling where header, body, and footer were indistinguishable

API

  • Fixed GET Merchant API returning null for the plan field instead of an empty string

Boarding & Templates

  • Restored default tags on requirement templates in live mode
  • Fixed form template update failing with "Invalid value for website" due to S3 key path validation
  • Resolved stale chunk loading that broke all sidebar navigation after deployment

API Documentation

  • Separated FormTemplate response DTO from request DTO in API documentation