Expert1 News

News relating to Expert1's Products and Services

For more information on our Loan Origination and Management products visit our Product Page.

For updates and product downloads visit our Support Files Page.

Phoenix - Version 3.12

Bug

  • [PHOEN-195] - Add Workflow Editor prompt when deleting screen used in rule
  • [PHOEN-221] - DeferInterestUntilDate not being saved from Account Calculator
  • [PHOEN-225] - Days in Period varies between Calculator build and deploy
  • [PHOEN-228] - Account Definition disabled when build fails

Improvement

  • [PHOEN-193] - Improvements to Login
  • [PHOEN-209] - Document counter improvements
  • [PHOEN-216] - Change Compile Code to output errors as list
  • [PHOEN-218] - Lists Editor - Order By Value
  • [PHOEN-222] - Change component date default value to today
  • [PHOEN-223] - Disable building rule package when it isn't needed
  • [PHOEN-226] - AutoSave before export
  • [PHOEN-227] - Add Copy button to Search Form

Phoenix - Version 3.11

Bug

  • [PHOEN-208] - Error Creating/Copying Workflow
  • [PHOEN-212] - Duplicate AssemblyGUID cause minor exceptions
  • [PHOEN-213] - Login showed as compiling a plugin when it had no code to compile
  • [PHOEN-214] - Account Terms - Term Frequency not showing values
  • [PHOEN-217] - Quote Calculator Updates LastOpened

Improvement

  • [PHOEN-124] - New Standard Submitted Volume Report
  • [PHOEN-158] - Application Status and Day Book report - Grouping
  • [PHOEN-185] - Updating to .NET 4.5
  • [PHOEN-191] - Add AccountType to CRM_Contacts_AccountDefinitions_Codes
  • [PHOEN-201] - Security control changes
  • [PHOEN-207] - Improve Introducer Groups Editor
  • [PHOEN-215] - Additional DisplayTypes for AccountComponents

Tango32 V4.22 Released

BUGS

  • TAN-315 - Variations with precedence set

IMPROVEMENTS

  • TAN-292 - Pre Activation GL and Transaction Summary
  • TAN-314 - Business code change schedule
  • TAN-316 - Check if client exists when importing applicants from Phoenix
  • TAN-324 - Allow Monthly nominal interest charge to be Anniversary cycle
  • TAN-325 - New Interest Method = % of Loan Limit, % of Purchase Price

Tango32 V4.21 Released

BUGS

  • TAN-258 - Failed Import still creates client record
  • TAN-296 - Statement signature message incorrect arrears
  • TAN-299 - Error on Check for New Version
  • TAN-301 - Branch Copy not copying all information
  • TAN-303 - Diary Reminder Report Screen
  • TAN-319 - Incorrect Total Dr and Total Cr in CSV output of Statement



IMPROVEMENTS

  • TAN-102 - Partial Discharges of Linked Investments - Check Available funds
  • TAN-178 - Loan Repayment Calculator / Quick Quote - restrict interest rate to two decimal places.
  • TAN-233 - Unit Testing Scripts
  • TAN-294 - Allow Customer Statements and Form Letters to filter by Logo associated with "Classification 3"
  • TAN-297 - Charge with Payment setting should include Payout transactions
  • TAN-302 - Diary Reminder Report Improvement
  • TAN-304 - Include ODI in Payouts over month end
  • TAN-309 - Add default value for OpenForEditing when editing Form Letter Definitions.
  • TAN-317 - When Interest charge are linked to a Subledger - ensure the interest narrative uses the Subledger Description
  • TAN-318 - Loan Summary Report to select by Business Code based on Historical (not current) Data
  • TAN-321 - New Simple Interest method based on closing monthly balance.
  • TAN-323 - Add a security log entry when a variation is deleted



DATABASE / API Changes

  • TAN-320     Adjust GetArrearsBalance and GetArrearsBase functions to refer to "Adjust arrears when it exceeds the net balance" flag on Business Code
  • TAN-312     Create new "Interest Types" table to allow better description of Interest Methods for Investments
  • TAN-311     Add AccountHash Filter to Clients API
  • TAN-310     Investment SP to return the account details when passed an AccountNumber
  • TAN-308     Implement Client-based Notes and Tasks - DB only
  • TAN-307     Additional and Breakdown of held status
  • TAN-306     Duplicate settings on IV Diary reminders to match FM Diary reminders - DBonly
  • TAN-305     Add new  "EmailTest" Security log Entry Type
  • TAN-298     Customer Statement SP improvements
  • TAN-293     Search to Use SP rather than in-line SQL


Phoenix - Version 3.10

Bug

  • [PHOEN-196] - Open Document Error Message
  • [PHOEN-202] - Cannot drag fields onto document templates
  • [PHOEN-203] - Page navigation missing from Document editor
  • [PHOEN-205] - Reports failing to run due to database view
  • [PHOEN-206] - Account definition editor improvements

New Feature

  • [PHOEN-42] - Implement interface for Veda Score Apply

Improvement

  • [PHOEN-81] - Expose Account Calculator Settings via API
  • [PHOEN-188] - Add user setting to open application after Adding
  • [PHOEN-190] - Locked applications can be re-opened by the same user
  • [PHOEN-192] - Improvements to Account Definition Template
  • [PHOEN-194] - Move credit bureau settings out of screens