Crassula Release Week 3
core v.24.01.3-24.01.4
client v.24.01.2-24.01.2
Improvements
Administrative Panel
Added a Help button to the Country Groups and Emergency Shutdown sections.
Added an Alert Status filter to the Transactions section for financial monitoring via the Salv service.
Web banking Interface
Added the ability to customize the confirmation message text in the pop-up window after a payment is made. This customization is available in multiple languages. The message is consistent across all transaction types associated with a single account provider. For configuration details, please contact your manager.
Added a Main representative option to the Beneficial owner type field on the initial onboarding screen to minimize confusion. This option is enabled when the
only_ubo_director_as_applicant
parameter is set totrue
in the configuration settings.
Upcoming Updates
Improvements
API
We are making several changes to the
/api/clients/{clientId}/statement-requests/{_format}
API endpoint. The key enhancements include:Adding the new
direction
filter.Updating filtering criteria: The API will now filter data based on the
updated
field, replacing the previouscreated
field.Consistency in filter usage: In alignment with our previous approach, the
status
andtype
filters remain unused for data exports.Renaming the
currencies
filter tocurrency
.
Introducing an update to the
GET /api/clients/{clientId}/statement
endpoint: Users will be able to export files in CSV format directly from the endpoint.