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11.0.0
Zurich, Yokohama, Xanadu, Washington DC
Provides a financial services data model that is used in Financial Services Operations workflows. This includes financial accounts, financial product models, financial services, transactions, and insurance policies.
- Adds tables for Financial Accounts, extending the Sold Product category to include Deposits, Loans, Cards, and Investments.
- Adds Financial Models tables extending Product Model: Deposit Models, Loan Models, Card Models, and Investment.
- Adds tables for Financial Transactions: Deposit Transactions, Loan Transactions, Card Transactions, and Investment Transaction.
- Adds access roles for each type of Financial Accounts, Financial Models, and Financial Transactions.
- New
- Financial Transaction Enhancements: Added new fields and additional configurations for financial transactions and authorization, supporting richer data capture and improved financial operations.
- ACH Payment Network Support: Added support for ACH payment network, including model changes, data broker, and ACL updates for ACH common intake.
- Changed
- Role and ACL Updates: Added sn_doc_processor roles to consumer/customer and updated payment network read ACLs to include consumer and customer roles, enhancing security and access control.
- Decision Table and ACL Enhancements: Added query range ACL for transaction date fields and updated methods to support transactions by multiple networks.
- Fixed
- Contact Role Assignment: Added business rules and made subflows/action updates to ensure correct contact role assignment, improving data integrity.
- Choice and Value Corrections: Fixed issues with select choices and value checks, including empty value checks and case mismatches in labels.
- Inactive Transaction Display: Refactored code to prevent non-active transactions from being displayed in core documents.
Permissions and roles:
- System administrator (admin) role is needed for the installation.