💼 Digital products available

• Mortgage loan (x1)
• Borrower insurance (x3)
• Account opening (x1)
• Funeral expenses insurance (x1)
• Health/provident insurance (x1)
• Repatriation death insurance (x1)
• Life insurance (x1)

🚀 Evolutions

• Addition of a functional brick making it possible to improve the personalization of the subscription routes via a CSS. All the elements of a step can now be positioned anywhere,
• Evolution of the subscription table: addition of the status of signatures and payments,
• Dynamic display of the elements of a drop-down list according to user responses,
• Multilanguage management of the electronic signature step according to the user’s language,
• Addition of customer space personalization to the distributor’s graphic charter,
• Addition of massive creation of distributor accounts via a csv import,
• Improvement of the research system for customer data and products. it is now possible to do a search on all the elements of the tables,
• Addition of a functionality allowing to attach or remove a product offer to a subscription path.

🔧 Bugs fix

• Possibility of restarting your subscription despite a refusal to sign online or a telephone number error,
• Possibility for the distributor to make multiple access requests to several products in the product catalog,
• Correction of the display of signed documents in the subscription summary page,
• Correction of the edition of the subscription by the distributor,
• Fix on the display of contract numbers in subscription confirmation emails,
• Fix for the deletion of unfinished subscriptions.

🚀 Evolutions

Administrators:

• General update of data display tables,
• Possibility for the administrator to restart payment deadlines from the schedule table,
• Addition of an action allowing to automatically regenerate a document to be signed associated with a transaction,
• Addition of an indicator to check the completeness of the generation of documents associated with a transaction,
• Addition of a risk profile assignment action on funds in order to automate the profile/product suitability,
• Addition of a feature to define the rule applied to passwords on the platform.

Clients/Advisors:

• Addition of the summary of payments received and to come for an investor,
• Addition for the advisor of the possibility of modulating the calculation of entry fees on a transaction initiated for his client.

🔧 Bugs fix

Administrators:

• Major update of the process for displaying and accessing in real-time updated data from third-party services on the platforms,
• Global security update,
• Update audit logs,
• Fix of the administrator password change functionality,
• Improvement of the search functionality on tables,
• Fix the functionality of assigning a product to a user.

Clients/Advisors:

• Fix visibility of transaction statuses and access to signed documents,
• Fix the visibility of operations in the operations management space.