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
workflow assignments
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