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10.0.1
Zurich, Yokohama, Xanadu
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
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- Enhanced Transaction Matching
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- Added new method getMatchingAuthTransactions to identify and retrieve transactions with the same authorization code
- Implemented support for filtering transactions by network transaction ID
- Added date range filtering capabilities to narrow down transaction matches
- Improved transaction search by financial account to support dispute resolution workflows
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Permissions and roles:
- System administrator (admin) role is needed for the installation.