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10.0.0
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
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- Added new attachments screen to show attachments as the first tab in the side panel
- Added read ACLs for customers to access B2B accounts (Savings, Checking and Credit card) to support B2B2C/B2B2E
- Added fields for Issuer BIN, Acquirer BIN, Issuer ICA, and Acquirer ICA to financial transaction table
- As part of this release, Deny ACLs were introduced on the existing tables. These Deny ACLs will restrict access for unauthenticated users on CRUD Operations
- Fixed
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- Fixed query to get numeric currency code
- Changed
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- Updated B2B account form views to add consumer
- Increased length of Network transaction ID to 255
Permissions and roles:
- System administrator (admin) role is needed for the installation.