4.76.00 - Email Notification Routing in Company Setup
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You can now configure company-specific email notifications directly within the Company Setup module. Now, each company can have unique email addresses assigned for specific notification types.
To get started, simply:
Select the desired company from the Company Setup section.
Navigate to the Email tab.
Enter the corresponding email address(es) for each notification type.
Email addresses should be comma-separated if multiple addresses are required. All entered addresses will be added to the CC field of the email.
This enhancement works in conjunction with the existing branch-level email routing, giving you full flexibility to route notifications to both company and branch level email addresses.
We've improved our Evaluation Workflow with a new role-based threshold that automatically checks a client's total active loan balance. If the balance goes over a set limit, the loan can only be approved by another user whose role allows them to evaluate loans at that level or higher.
The maximum outstanding client balance threshold can be found under the "Specific Evaluation Limitations" section within the Evaluation tab.
The bank statement upload feature now supports category-specific rules, enabling more accurate transaction categorization for affordability analysis and rule-based fraud detection.
System administrators can manage these settings via the Category Setup interface, allowing tailored processing logic per customer type.
For more information - select the Related User Guide Links Below
The online webhook now includes a confidence score attribute for pending bank statements, offering a clearer indication of data reliability during processing.
The user interface has been improved to provide a smoother and more intuitive experience. The PDF uploader now features centered alignment, enhancing visual consistency across the application. Additionally, the logic behind the "Check" button has been updated to accurately reflect the current configuration states, ensuring the button is only enabled when it is applicable.
