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