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releasenotes
Summary of changes in each release
Version 6.9 (due October-2018)
- Check postcode against common bond
Version 6.8 (due July-2018)
- Encryption of sensitive personal data (credit searches, etc)
Version 6.1 (June-2017)
- New refresh selection on dashboard
- Support for real-time decision confirmations
Version 6.0 (May-2017)
- Improvements to look at feel
- New menu structure
- New trade body account type and templates
- New application reference (unique within account/form)
Version 5.5 (April-2017)
- Improvements to vulnerability testing
Version 5.4 (1 April-2017)
- Reply-to email addresses can be set in Account Admin
- New global search box added to dashboard
- New “mine” filter on dashboard
- Auto-pop-up new forms from dashboard
- Fixed problems with multiple audit records when PDFs fail
Version 5.3 (28-February-2017)
- Support for address pick-list in postcode lookup
- Take and give up task ownership direct from dashboard
Version 5.2.1 (22-February-2017)
- Fixed various issues in FOCUS API
Version 5.2 (7-February-2017)
- Increase size of special treatment field
- Ignore change of ownership on dashboard
- Fixed bug where blank previous address caused credit search to fail
Version 5.1 (20-December-2016)
- New “Check PDF” automation task to highlight PDF creation failures
- Lookup NoMatch automation task
Version 5.0 (3-December-2016)
- Single page application view, incorporating workflow, form and audit trail
- Improve look and feel for Workflow Manager, User Management and Account Administration
- Hide columns option in Workflow Manager
- Lookup Match automation task
- Client-side image compression
- Improvements to confirm application screen
- Improvements to form editor
Version 4.2.2 (30-November-2016)
- Dashboard sort order can be selected by user
Version 4.2.1 (24-November-2016)
- Dashboard sort order changed to submission date (ascending)
- Minor bug-fixes
Version 4.2 (12-October 2016)
- Improve display of ID&V questions
- Remove “mine” option from dashboard
- Allow “force to proper case” on form inputs
- Support for A/B testing
- Include PDF links on calling form
- Misc clean-up tasks
Version 4.1 (8-September 2016)
- New read-only role setting
- Allow checkboxes to be made mandatory (ie user must check)
- Allow for weekly and fortnightly repayments
- Maintain audit trail for deleted forms and users
- Pre-set expiry date for user accounts (eg for short term cover)
Version 4.0 (2-August-2016)
- New data export feature
- New dashboard screen
- New time tracking (details in dashboard)
Version 3.15 (3-July-2016)
- Include images in bulk email messages
- Repayment calculation button available for application forms
- New credit search feature to test total unique days on which credit check performed
- Client detail editor added to Account Administration screen
- Fixed problem with PDF creation
- Fixed problem with password resets in test environments
- Improve system email delivery speed
Version 3.14 (31-May-2016)
- Two-factor authentication for admin users
- Data retention rules added
- Existing balance field added
Version 3.13 (30-April-2016)
- New credit search fields added
- Bank account validation added (report only, no decision making)
- Bulk mailshot emails lower priority v operation emails
- Prevent unauthorised third parties using our postcode lookup function
- Provide backward compatibility for postcode lookup special treatment formatting
- Define target backoffice server in account admin screen
Version 3.12 (7-April-2016)
- Unlock user from User Management screen
- Allow users to upload images on forms
Version 3.11 (29-February-2016)
- Allow email notifications from workflows to a client-specific admin address
- Automated ID&V checks
- Generate PDFs for non-loan agreements
- Various security updates
Version 3.10 (31-January-2016)
- Allow sub-clients to have their own call credit credentials
- Prevent error message where browser adds <BR> tag to textarea form fields
- Allow suspension of background processes (SUSPEND_ROBOT)
Version 3.9 (9-January-2016)
- Added google analytics tracking
- Pre-populate forms from back-office system link
- Improvements to bulk file upload (patch released 5-Dec)
Version 3.8 (2-December-2015)
- New bulk file upload feature (Manage Uploads)
- BUGFIX - workflow screens not updating with > 150 rows (patch released 16-Nov)
- BUGFIX - password reset link expiring immediately (patch released 19-Nov)
Version 3.7 (no release)
- No release
Version 3.6 (4-October-2015)
- CallValidate ID&V API
- Switch Organisation menu option (see FAQs page for troubleshooting)
Version 3.5.1 (12-September-2015)
- BUGFIX - PDF credit agreements not being created in live environment
- BUGFIX - Country field not being update in LIVE after postcode search
Version 3.5 (31-August-2015)
- WHEN conditions available for options in workflow design
- New credit_check_refer automation task
Version 3.4 (31-July-2015)
- CallCredit integration available
- New date validation (allow x days in the past/future)
- Show user-defined favicons and logos on forms
Version 3.3 (27-June-2015)
- new CALL and LIB special treatment attributes for process automation
- show hidden fields when reviewing forms in workflow manager
- allow FOCUS API users to set next account number
- new background process: affordability_assessment
- new upload facility (to load static data, etc)
Version 3.2 (30-May-2015)
- improved appearance of admin pages
- new admin menu and navigation
- new background process manager for process automation
Version 3.1 (18-May-2015)
- FOCUS API (test version)
- automated account set up for new customers
- new robot to execute API calls and other background activities
- new account management function
Version 3.0.2 (15-May-2015 - bugfix)
- provide start and finish dates for forms
- fixed error on html5 forms with multi-choice options
- remove html5 required attribute for mandatory fields
Version 3.0.1 (11-May-2015 - bugfix)
- fixed errors related to migration from moneywiseforms.org.uk to cuforms.org.uk
Version 3.0 (11-May-2015)
- Migration of code to cuforms.org.uk
- Only minor functional changes
- env does not display in LIVE
Version 2.6 (02-May-2015)
- Support for HTML5 responsive forms
- Fixes minor bug in Document Editor to show all segment types in table
- Added support for various HTML5 (and HTML4) features - including better display of input types and pre-submit validation of mandatory fields
- Bugfix - stop returning double lines for postcode lookup
releasenotes.txt · Last modified: 2018/10/01 08:59 by geelling
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