Now available – Finch 2021.3.1

Our first March 2021 release is available right now. Here’s what’s new:

Features

  • Added a discrepancy check system which intelligently checks data submissions for potential issues.
    • Added discrepancy information to vault file display and email notifications to vault users.
    • Added a discrepancy hit for when the customer changes their name.
    • Added a discrepancy hit for when the customer’s name does not intelligently match their bank account name.
    • Added a discrepancy hit for when bank details have been provided manually, rather than through the Open Banking channel.
    • Added a discrepancy hit for when manually provided bank details do not resolve to a UK recognized bank account.
  • Vault users may now acknowledge discrepancies against a file, and make a note to the file history explaining or resolving the issue.
  • As a backup/alternative to Open Banking, manually supplied bank details are now looked up against a UK database of valid sort codes and account numbers. Customers must provide additional confirmation if they wish to submit bank details which do not resolve.
  • Vault interface cosmetic improvements

Now available – Finch 2021.2.2

Our second February 2021 release is available right now. Here’s what’s new:

Features

  • Made several document signing experience improvements for users on a mobile device orientated in landscape, including tutorial prompts and a full screen mode
  • A copy of user attachments added when composing a file can be downloaded from the vault
  • Notification emails returned to staff now includes workflow specific customizable status information. This can immediately inform staff if, for example, the response indicates a blocker or call to action
  • Text entry boxes within a workflow can now define a pattern match validation rule (e.g. user input must resemble a phone number)
  • Address book feature added to all workflows which collect address data. The address input allows the customer to select from addresses they have previously used with your business in the past without having to type anything
  • When performing a cancellation, staff can now supply a reason why they are cancelling the file. The cancellation reason is then displayed in the vault, and included in the body of any notification emails sent to the client respectively

Fixes

  • Fixed an issue where all of the sort code, account number and IBAN were presented on one line within the vault where provided