Platform Release Notes ==== Release notes moved to **Release 1.162.0** Mon 04 Jul 2022 04:14:58 PM HKT Admin - Fix: Pagination fix for table list - New: Purchase Order form #accounting - Fix: Invoice discount minor bug fix #trust #accounting - Fix: Disable TU rating discount #compliance #card #cs Reporting - Fix: Fraud transaction summary report fix remarks timezone wrong display #compliance #card Card Fraud - New: High velocity rule matches card present transaction only #fraud - New: Country risk rule matches with the latest risk level regarding to transaction time --- **Release 1.161.3** Fri 01 Jul 2022 08:14:50 PM HKT Admin - Fix: Card issue sync card product type back to platform #card #cs Reporting - Enhancement: Incomplete autopay report add card account limit type display #accounting --- **Release 1.161.1** Thu 30 Jun 2022 09:35:42 AM HKT Admin - Enhancement: Download and store nft resources - Fix: Card transaction card present display #card #cs Reporting - Fix: Incomplete autopay report missing RM #accounting - Fix: Interest & Fee report unable to display cashback detail #accounting --- **Release 1.161.0** Tue 28 Jun 2022 06:12:36 PM HKT Admin - Enhancement: Add interest rate display in card overview #accounting #compliance #card - Enhancement: Card transaction detail add POS info #card #compliance - Enhancement: All instruction list add details button #accounting Reporting - Enhancement: Card transaction report add card present info #accounting #card #compliance - Enhancement: KSV management report minor tweak #card #compliance - Fix: Missing autopay incomeplete report #accounting **Release 1.160.1** Mon 27 Jun 2022 03:46:26 PM HKT Reporting - Fix: Card repayment report missing record without RM info #accounting --- **Release 1.160.0** Sun 26 Jun 2022 11:46:51 PM HKT Platform - Fix: Trust beneficiaries update issue #trust - Fix: Securities product display with 0 value #securities - Fix: Unable to download change beneficiaries deed #trust Admin - Enhancement: Vendor specific invitation code - Enhancement: add operator remarks support #accounting - Fix: User bank account wrong submission date display #trust - Enhancement: Card embossed name support comma and fullstop #card #cs - Fix: Unable to download change beneficiaries deed #trust Reporting - Enhancement: Card repayment report add RM column, vendor summary tab #accounting - Enhancement: Imcomplete autopay report add RM column #accounting - Fix: Improve performance and bug fix for fraud transaction summary report #compliance - Enhancement: Credit Interest and Fee report add cashback detail, account level #card #accounting - New: KSV Management Report (beta testing) #card #compliance - Fix: Client revenue report unable to download #accounting --- **Release 1.159.0** Tue 14 Jun 2022 07:56:04 AM HKT Platform - New: Add support for TWD #accounting - New: Multi chain support digital deposit/withdrawal - Fix: Autopay asset selection display broken #card #cs - Enhancement: Digital withdraw add ref id display and max amount handling - Enhancement: Improve user experience when failed to exchange Admin - Fix: Unable to download user balance report with filter #accounting - Fix: Invitation code user count inaccurate #trust - Enhancement: Vendor specific relationship manager - Enhancement: Fiat withdraw list add filter #accounting - Fix: Unable to approve fiat injection #accounting Reporting - Enhancement: Trust beneficiaries report add missing beneficiaries client list #trust - New: EOD user signup report #accounting - Fix: Missing filter for fraud transaction summary report #compliance --- **Release 1.157.0** Tue 07 Jun 2022 10:47:05 PM HKT Platform - Enhancement: Hide beneficiaries details #trust - New Admin - Fix: Bill payment list display issue #accounting - Enhancement: Insurance enquiry general instruction record #trust Reporting - Fix: Fraud summary report feedback update #card #compliance - Fix: Client revenue report amount incorrect #accounting --- **Release 1.156.7** Thu 02 Jun 2022 03:45:05 PM HKT Admin - Enhancement: Add statement options selector # --- **Release 1.156.6** Thu 02 Jun 2022 03:45:05 PM HKT Admin - Enhancement: Fraud case status add "DISPUTE" option #card #compliance Reporting - Fix: Client revenue report and instruction revenue report no value #accounting --- **Release 1.156.5** Thu 02 Jun 2022 12:27:43 PM HKT Platform - Enhancement: Export statement add selection for client name/trust name and unitrust address #trust Admin - Fix: Unable to download consolidated statement #trust - Fix: User transaction list wrong record when filter with instruction type #compliance #accounting --- **Release 1.156.3** Tue 31 May 2022 05:43:21 PM HKT Admin - Fix: Unable to send welcome email #trust Reporting - Fix: User beneficiaries report unable to download #trust --- **Release 1.156.0** Mon 30 May 2022 01:17:25 PM HKT Platform - Fix: Display issue with trust beneficiaries missing #trust Admin - Enhancement: Card transaction add ref id display #card #cs - Fix: Batch import trust transfer attacchment upload issue in the 2nd page #accounting - Enhancement: User transaction list add general instruction intent filter selection #compliance #accounting - Fix: Operator access client account failed with vendor scope - Fix: User group display issue Reporting - Fix: Fraud transaction summary report unable to download #compliance #card **Release 1.155.2** Fri 27 May 2022 04:54:48 PM HKT Platform - Enhancement: Alternatives display image/pdf icon if thumbnail failed to generate #trust Admin - Fix: High risk card permission setting #compliance - Fix: Batch import general instruction unable to import for more than 20 records, and support attachment upload on the 2nd page #accounting Reporting - New: Fraud transaction summary report (beta testing) #compliance #card --- **Release 1.153.5** Tue 24 May 2022 08:22:38 AM HKT Admin - Enhancement: Add "Very High" option for high risk card update #compliance #card Reporting - Fix: User balance report fiat currency sequence issue #accounting Notification - New: Telegram notification for update high risk card #compliance #card --- **Release 1.153.2** Mon 23 May 2022 05:43:38 PM HKT Platform - Enhancement: Display alternatives asset thumbnail base on attachment sequence #trust Admin - Enhancement: Add rearrange attachment support for alternatives #trust - Fix: Handle batch import trust transfer file format issue #accounting Notification - Fix: Telegram group wrong message routing TMS - Enhancement: Add very high risk in card risky management #compliance --- **Release 1.153.1** Mon 23 May 2022 12:27:39 PM HKT Platform - Fix: Handle refund purchase transaction #accounting #card --- **Release 1.152.1** Sun 22 May 2022 01:18:53 PM HKT Platform - Fix: Email notification update footer to 2022 #trust - Fix: Export statement account selector account number display issue #trust - Fix: Unable to select USD account for securities transfer #accounting #securities - Fix: Securities transfer input remarks trigger fee caluclation #accounting #securities Admin - Fix: Unable to filter new client account by account number #cs #onboarding - Fix: Remove 0 amount validation in general instruction #accounting - Fix: Error when create operator with no vendor specified Reporting - Fix: Portal movement report fix currency sequence #accounting TMS - Fix: CVC attack fraud rule #compliance - Fix: Match mechant fraud rule with merchant name instead of code #compliance - Fix: High risk card update #compliance --- **Release 1.152.0** Wed 18 May 2022 09:58:29 AM HKT Admin - Enhancement: Trust Transfer batch import csv support file upload #accounting - Enhancement: Edit bill payment allow to update status for scheduled and requested #accounting - Enhancement: Operator created bill payment add COMPLIANCE CHECK tag #accounting #compliance - Enhancement: Invoice list add user name and change ref id to invoice # #trust - Enhancement: User profile add passport number #cs #onboarding #accounting Notification - Enhancement: Bill payment telegram message add user name display #accounting --- **Release 1.151.0** Fri 13 May 2022 04:06:51 PM HKT Platform - Fix: Card transaction missing handling for ATM refund and released transactions #card - Fix: DBS virtual bank account missing transaction issue #accounting - Enhancement: Vendor specific bank account display Admin - Enhancement: General instruction batch import add attachement support #accounting - Enhancement: Trust transfer add tags support #accounting - Enhancement: Issue invoice skip account balance checking #accounting #trust - Enhancement: Download client document expiry report #cs #onboarding #compliance #trust --- **Release 1.150.8** Tue 10 May 2022 11:01:58 PM HKT Platform - Fix: Fiat deposit bank transfer with wrong fee calculation #accounting - Fix: GBF platform action button fix Admin - Fix: Unable to update payment method when edit general instruction #accounting - Fix: Legacy case detail page unable to open #compliance - Enhancement: Add risk level W, Z #cs #onboarding #compliance Notification - Fix: Securities transfer request telegram notification wrong from/to account display #securities #accounting --- **Release 1.150.7** Fri 06 May 2022 06:24:31 PM HKT Platform - Fix: Missing token id display of NFT - Enhancement: Add BUSD as autopay asset #card #accounting #trust Admin - Enhancement: General instruction filter add intent list for selection #accounting - Fix: Card detail page acquirer country not found #cs #card #compliance **Release 1.150.2** Thu 05 May 2022 11:56:37 AM HKT Admin - Fix: Create new account account number format issue #cs #onboarding --- **Release 1.150.1** Thu 05 May 2022 09:01:01 AM HKT Platform - Enhancement: Multi language statement support #trust - Fix: Default account selector fix Admin - Fix: Add loading message when uploading big file document #cs #onboarding #compliance #trust - Fix: Vendor specific user search - Fix: Card Embossed name max 22 characters #cs #card --- **Release 1.140.6** Tue 03 May 2022 11:30:03 PM HKT Admin - Enhancement: Card detail page add fulfillment note display #cs #card - Enhancement: Card transaction detail page add acquirer country display #cs #card #compliance - Enhancement: Card fruad case link to transaction related detail page #card #compliance Notification - Enhancement: Card issue telegram message add fulfillment note #cs #card --- **Release 1.140.3** Tue 03 May 2022 04:24:43 PM HKT Admin - New: Vendor specific LTV setting #card #accounting #whitelabel Platform - Fix P2P account number bug --- Migration -> backup user_beneficiaries table before running migration **Release 1.140.0** Sun 01 May 2022 11:03:50 AM HKT Platform - Fix: Inject/pay/transfer shortcut button consistent with the action in overview page - Enhancement: Update beneficiaries add DOB input #trust - Enhancement: Remove account tier display in "My Profile" to avoid confusion - Fix: Securities product quantity display incorrect #securities Admin - Fix: Remarks service SQL injection - Fix: Minor bug fix and enhancement for vendor specific operator - Fix: Unable to view .PDF file #accounting - New: Client NFT display #accounting Notification - New: Client document expiry report TG alert #cs #onboarding #compliance #trust **Release 1.139.9** Wed 27 Apr 2022 07:03:58 AM HKT Platform - Fix: Indicative rate caching issue Admin - Fix: Unable to upload client document in user detail section - Fix: Client document infinite loop issue --- **Release 1.139.7** Sun 24 Apr 2022 01:56:19 PM HKT Platform - Fix: Securities transfer unable to select account when trust account balance is 0 #securities #trust #accounting Admin - Enhancement: Card issuing list only include active account #cs #onboarding #trust - Enhancement: Welcome email greeting with client name instead of "Dear Customer" #trust - Fix: Pending KYC doc list broken when filter result in no data #cs #onboarding #compliance Card - Fix: ATM transaction capture logic fix #card #accounting --- **Release 1.139.5** Thu 21 Apr 2022 11:09:47 PM HKT Admin - Fix: User selector unable to search client by account number - Enhancement: Client document document type updated, added category filter #cs #onboarding #compliance #accounting #trust --- **Release 1.139.4** Thu 21 Apr 2022 03:04:02 PM HKT Platform - New: Lock account for over 5 failed login attempts #security Admin - Enhancement: Operator account locked/unlocked telegram message #security --- **Release 1.139.3** Thu 21 Apr 2022 12:19:10 PM HKT Platform - Fix: Exchange unable to select digital account after portal account switch Admin - Enhancement: Batch import trust transfer support commission/operation wallet #accounting - Fix: Bill payment incorrect scheduled date #accounting **Release 1.139.2** Wed 20 Apr 2022 11:07:34 PM HKT Platform - Fix: Multiple trust account list display wrong account number after switch account #trust Admin - New: Lock operator account for over 5 failed login attempts #security - Enhancement: Support trust transfer for commission/operation wallet #trust --- **Release 1.139.1** Tue 19 Apr 2022 04:18:53 PM HKT Platform - Fix: Virtual bank account remove "016" in account number display #trust - Enhancement: Digital withdraw support Memo - Enhancement: NFT auto credit deposit Admin - Fix: Client document unable to update user info #compliance - New: Card program opt out #cs #onboarding #trust - Fix: Invoice important notice wording update #trust - Enhancement: Issue invoice UI minor tweak #trust - Enhancement: Invoice pdf alignment tweak #trust Statement - Enhancement: Card statement group same ref id repayment into single records #cs #card Notification - New: KYC pending approval reminder at 6pm daily #cs #onboarding #compliance #trust --- **Release 1.137.3** Mon 11 Apr 2022 01:44:35 PM HKT Admin - Fix: Bill payment edit instruction removed attachment by accident #accounting **Release 1.137.2** Mon 11 Apr 2022 12:46:52 PM HKT Admin - Enhancement: Add card transaction detail page #cs #card Notification - New: VA auto credit enable/disable and upper limit change telegram notification #accounting #compliance Reporting - Fix: QMR report generation --- **Release 1.137.0** Fri 08 Apr 2022 02:43:06 PM HKT Platform - Enhancement: Email template update with UTGL logo signature #trust - Fix: Level 1 client no need to upload document for card application #cs Admin - Enhancement: Pending instruction list include Pending Funding Bill Payment #accounting - Enhancement: Update welcome email - show today's date instead of trust account open date, update item number and content #trust - Fix issue causing repayment failure #accounting - Enhancement: Cancel bill payment button when status in Pending Funding #accounting Reporting - Enhancement: UST and APE added in balance report #accounting --- **Release 1.136.7** Thu 07 Apr 2022 09:57:06 AM HKT Card - Enhancement: Skip repayment asset when amount too small Reporting - Card transaction report performance optimization Securities - New: IB cash balance display #securities #accounting --- **Release 1.136.4** Mon 04 Apr 2022 03:41:01 PM HKT Card - Fix: Book ATM transaction with no authorization code --- **Release 1.135.1** Sat 02 Apr 2022 03:56:06 AM HKT Platform - New: Bill Payment pending funding and compliance check support - New Tokens: Custody + Trading: Terra USD (UST), APE - Enable Asset link for LUNA, UST, BUSD --- **Release 1.136.0** Fri 01 Apr 2022 08:38:29 AM HKT Admin - Fix: Create user with saved with wrong date of birth #cs #onboarding - Enhancement: Display tag in scheduled bill payment #accounting --- **Release 1.135.5** Thu 31 Mar 2022 11:57:09 AM HKT Admin - Enhancement: New page for insurance detail with remarks section #trust #accounting - Fix: KYC doc list display additional "New" document #cs #onboarding #compliance TMS - Fix high-velocity rule handling and add tracking of void transactions --- **Release 1.135.1** Wed 30 Mar 2022 12:01:18 AM HKT Platform - Fix: Alternatives fix Real Estate percentage display issue - Fix: Deposit address generation not triggered when switching accounts Admin - Enhancement: New tab for risk profile (TU info and CRA form), support remarks display #cs #onboarding #compliance - Enhancement: Optimize KYC doc list and UI improvement #cs #onboarding #compliance Notification - Enhancement: Improve TU info update telegram message #cs #onboarding #compliance --- **Release 1.134.2** Tue 29 Mar 2022 03:58:41 AM HKT Platform - Fix: Securities account only display securities products Admin - Enhancement: Invoice add 0 amount and fee waived support #trust - Enhancement: Change beneficiaries document rename to "Deed of Addendum", remove ID number display in deed, add trust setup date #trust - Fix: User transaction list running balance inaccurate when filter by date range #accounting --- **Release 1.134.1** Mon 28 Mar 2022 02:21:06 AM HKT Card Fraud - Notifications: Fix related transactions notifications for new fraud system --- **Release 1.134.0** Sun 27 Mar 2022 11:28:16 PM HKT Admin - Enhancement: Hide download beneficiaries "Deed of Addendum" button when no pending approval bene #trust Platform - Securities: Auto update balances & positions for all Interactive Brokers accounts --- **Release 1.132.3** Fri 25 Mar 2022 07:24:06 PM HKT Transaction Monitoring - Enhancement: Fix high-velocity rule #compliance #fraud --- **Release 1.132.2** Fri 25 Mar 2022 08:21:57 AM HKT Platform - New: Change beneficiaries new flow #trust Admin - New: General instruction attachment saved in client document #accounting #compliance - New: Change beneficiaries new flow #trust --- **Release 1.132.0** Thu 24 Mar 2022 10:28:26 PM HKT Platform - Enhancement: Update securities statement display name format - Enhancement: Insurance new UI design Admin - Fix: Invoice missing telegram notification issue #trust - Enhancement: KYC document list upload document shortcut #cs #onboarding #compliance #trust Reporting - Enhancement: Card transaction report and transaction report add relationship manager info #compliance #accounting --- **Release 1.131.0** Thu 24 Mar 2022 10:51:16 AM HKT Platform - Fix: Unable to place bank transfer deposit instruction - Enhancement: Disable repayment function when there is no card outstanding balance - Fix: Securities balance update from csv report #accounting Admin - Enhancement: Pending KYC doc list add company name display #cs #onboarding #compliance #trust - Fix: Unable to create bill payment #accounting - Fix: Error when submit corporate CRA form - Fix: Missing country code for newly issued card - New: Fraud case v2 beta testing --- **Release 1.130.2** Mon 21 Mar 2022 09:15:58 AM HKT Notification - Fix: Email footer social media icon link not working --- **Release 1.130.0** Sun 20 Mar 2022 01:15:32 AM HKT Platform - New: Card transaction notification via whatsapp #cs #card Admin - New: New welcome email template #trust --- **Release 1.129.6** Sat 19 Mar 2022 01:39:25 PM HKT Platform - Fix: Security Verification translation issue Admin - New: transaction monitoring system notification enhancement - Enhancement: CRA form remove "Card Collected Channel" and add corporate customer risk #cs #compliance - Enhancement: Add user group display in user component for easy reference #accounting #compliance #trust Notification - New: User group updated telegram notification #cs #onboarding #compliance --- **Release 1.129.0** Admin - Enhancement: Add doc type COMPANY_DIRECTOR_SHAREHOLDER_ID #cs #onboarding #compliance - New transaction monitoring system beta testing --- **Release 1.128.0** Wed 16 Mar 2022 12:22:34 PM HKT Platform - Enhancement: New account level upgrade page, support uploading different document types #cs #onboarding #compliance #trust Admin - Fix: User cards table wrong display for ATM limit #cs #card - NEW: Migrated ID document, address proof, selfie, to client document system - NEW: KYC upgrade criteria list #cs #onboarding #compliance #trust ![](https://hackmd.io/_uploads/S1N2LJyG5.png) ![](https://hackmd.io/_uploads/B16hI11zc.png) ![](https://hackmd.io/_uploads/Skw6IJJMq.png) ![](https://hackmd.io/_uploads/Bk_9rJJMq.png) ![](https://hackmd.io/_uploads/ryRaSJJfc.png) --- **Release 1.127.9** Wed 16 Mar 2022 06:44:10 AM HKT Platform - Enhancement: Virtual Bank Account account name display "UNITRUST GLOBAL LIMITED CLIENTS ACCOUNT" #trust #compliance #accounting Admin - Enhancement: TT instruction Virtual Bank Account account name display "UNITRUST GLOBAL LIMITED CLIENTS ACCOUNT" #trust #compliance #accounting --- **Release 1.127.5** Tue 15 Mar 2022 12:59:00 AM HKT Platform - Fix: Hide invoice from signed agreement list - Fix: QR code missing icon Admin - Fix: Unable to issue card when credit limit is negative - Fix: General instruction when fee amount > amount causing negative amount instruction #accounting - Enhancement: Add fiat deposit telegram message in RM group - New: CRA Form #cs #onboarding #compliance --- **Release 1.127.3** Platform - Fix: Card activation page input box border not clear Notification - Enhancement: General instruction telegram message added fee display **Release 1.127.2** Sat 12 Mar 2022 05:40:13 PM HKT Platform - New: New exchange experience beta - Enhancement: Insurance detail added sum insured display - Enhancement: Optimized performance Admin - Enhancement: WhatsApp 3DS setting #cs #card --- **Release 1.126.0** Fri 11 Mar 2022 04:33:53 PM HKT Platform - New: WhatsApp for card 3DS and transaction notification - New: Email notification after new password is set - Enhancement: Auto enable virtual bank account when client upgrade to level 2 --- **Release 1.125.4** Platform - Fix: Securities transfer max button with wrong amount submitted #accounting Notification - Enhancement: General instruction telegram notification send to RM group --- **Release 1.125.3** Tue 08 Mar 2022 10:52:40 AM HKT Platform - Enhancement: Changed to open statement in the same window - Fix: Digital withdraw mobile balance checking Admin - Enhancement: Document type added 'BENE_ID_FRONT', 'BENE_ID_BACK' #compliance #cs #onboarding #trust - Fix: Unable to download user profile report #trust Notification: - Enhancement: Reset password email notification ![](https://hackmd.io/_uploads/HJsGLYQW9.png) --- **Release 1.125.2** Fri 04 Mar 2022 09:31:20 AM HKT Admin - Fix admin create bill payment, unable to create without tags - Fix auto approved deposit missing approval TG message --- **Release 1.125.0** Fri 04 Mar 2022 09:31:20 AM HKT Admin - Enhancement: Card transaction list add foreign amount and currency display #cs #card - Bill payment add tagging support #compliance #operations - Virtual Bank Accounts: Add support for same name auto credit with optional upper limit (default 1M HKD) --- **Release 1.124.12** Wed 02 Mar 2022 08:44:03 PM HKT Platform - Fix: Card notification setting update remove 3ds setting mistake Admin - Fix: Securities product should be get by account number and currency - Fix: Wallet balance report exclude pending transaction amount # accounting **Release 1.124.8** Wed 02 Mar 2022 04:40:49 PM HKT Admin - Fix: Commission wallet double counted balance #accounting --- **Release 1.124.7** Wed 02 Mar 2022 02:47:43 PM HKT Platform - Fix: Digital withdraw balance checking issue Admin - Fix: User group list pagination not working Notification - Enhancement: Card sms and email notification template update #cs #card #compliance --- **Release 1.124.1** Tue 01 Mar 2022 08:37:02 PM HKT Platform - Fix: Digital deposit/withdraw display coin with chain type - New: Digital withdrawal add QR code scanning Admin - Fix: Error when enter closed account detail page - Fix: Unable to filter client document by type #cs - Fix: General instruction securities transfer saved wrong broker id #accounting - Enhancement: Trim white-space for card embossed name Reporting - Enhancement: Portal movement report less paid interest and annual fee from repayment amount #accounting --- **Release 1.124.0** Mon 28 Feb 2022 11:04:37 PM HKT Platform - Enhancement: NFT UI improvement - Fix: Wrong alternatives USD value #trust - New: Client upcoming birthday reminder Admin - New: DD reports migrated to client documents and pending list #compliance - Enhancement: Update user profile add nationality selection list #cs #trust - Enhancement: Speed up wallet snapshot #accounting Reporting - Enhancement: Card Transaction Report & card holder report added posting date #cs #card - Fix: Card Transaction Report fix wrong display for transaction type #compliance --- **Release 1.123.0** Thu 25 Feb 2022 3:46:25 AM HKT Card - Fix: Email notification for card spending - Whatsapp 3DS notification (BETA) #card --- **Release 1.122.3** Thu 24 Feb 2022 11:46:25 AM HKT Platform - Enhancement: Improve account number display in recent transactions Card - Fix: Purchase currency missing for some card transactions #accounting --- **Release 1.122.2** Wed 23 Feb 2022 06:55:10 PM HKT Admin - Fix: Alternatives detail page unable to display when no attachment uploaded - Fix: Statement duplicated repayment records #card - Enhancement: Multi trust parent-child graph change to display trust name / SPE, and clickable to open related account page #trust Reporting - Enhancement: Portal movement report separate interest and repayment from repayment #accounting Notification - Enhancement: Reduce per card autopay notification, summarize into start and completed message #accounting --- **Release 1.122.0** Tue 22 Feb 2022 08:43:31 AM HKT Platform - Fix: Alternative listed duplicated in different page - Fix: Trust transfer prioritize receiver digital wallet Admin - Fix: Download receipt in transaction detail page #trust Notification - Enhancement: Card transaction declined notification added card holder name #compliance --- **Release 1.121.0** Platform - Enhancement: Update notification setting wordings from compliance team - Enhancement: Card activation - add card id in sms code generation algo - Fix: Missing asset icon in injection QR code - Fix: Overview hide alternatives sub-category when there is no asset Admin - Enhancement: Allow operator to update general instruction intent after completed instruction #accounting - Enhancement: Batch update client document status #cs - Enhancement: Allow fee bypass in exchange #accounting - Fix: Unable to remove tags when edit general instruction Reporting - Enhancement: Intent and account id swap position, separate card annual fee and interest records from repayment #accounting Notification - Fix: Duplicated initial login telegram message **Release 1.120.0** Mon 14 Feb 2022 10:16:01 AM HKT Platform - Enhancement: UI improvement and translation tweak - Fix: Injection/payment flow show total balance instead of available balance - Fix: Withdrawal fee not display Admin - Enhancement: Multi trust account parent/child account relationship - Enhancement: Card transaction add posting date Notification - Enhancement: KYC doc upload message add operator info and document types **Release 1.119.0** Thu 10 Feb 2022 01:32:48 AM HKT Platform - New: NFT Custody Support - New: Exchange auto pairs discovery, trade from any coin to any coin - Fix: Withdraw/transfer max button causing insufficient balance error - Enhancement: Securities overview add account application button Admin - Fix: Unable to download invoice in preview - Enhancement: Allow to exchange when custom rate is below cost - Enhancement: User group detail list display group tag in order - Enhancement: Alternatives display attachment with display name/file name - Enhancement: Generate Invoice pdf preview when save draft -- **Release 1.118.0** Mon 07 Feb 2022 08:22:59 PM HKT Platform - Enhancement: Improve translation for securities transfer-in/out Admin - Enhancement: Hide cancelled invoice display - Enhancement: Attach invoice PDF in general instruction when invoice charge Statement - Enhancement: Card statement add posting date display Notification - Fix: Card transaction email notification only sent when client enable email notification --- **Release 1.117.0** Fri 04 Feb 2022 09:02:45 AM HKT Platform - Enhancement: Added card email notification setting Admin - Enhancement: Added card notification setting - Enhancement: Pending payment list add account number display --- **Release 1.116.0** Mon 31 Jan 2022 10:39:58 AM HKT Platform - Enhancement: Card SMS notification setting add note Admin - Fix: General instruction unable to complete due to wrong balance check - Fix: Client invoice missing fee handling - Fix: Missing tel/fax number in invoice footer - Fix: Fraud transaction list filter bug fix - Enhancement: Wallet snapshot new design - Enhancement: Remove trust full name and account name Reporting - Enhancement: Portal movement report separate fee into new records, minor tweak report format --- **Release 1.115.2** Wed 26 Jan 2022 11:58:45 PM HKT Admin - Fix: Credit limit and credit limit breakdown mismatch Reporting - Fix: Missing operation crypto balance in user balance report --- **Release 1.115.1** Reporting - Fix: Unable to download card repayment report **Release 1.115.0** Wed 26 Jan 2022 02:03:04 AM HKT Admi5 - Fix: Instruction form tag display issue - Fix: Non card transaction display with pagination - Fix: General instruction detail page missing account display - Fix: Mobile verified marked by operator did not save phone 2fa key - Enhancement: Add remarks attachment file name display - Enhancement: Rearrange buttons in user profile page - Enhancement: Director and shareholder add more position type and display update Reporting - Fix: Card transaction report transaction type fix - Fix: Balance report mismatch with admin UI Fraud - Update country risk list - Fix: Fix CVV attack rule not working --- **Release 1.114.4** Mon 24 Jan 2022 03:04:12 PM HKT Admin - Fix: Duplicated instruction list - Fix: Bill payment and general instruction balance checking error - Fix: General instruction separate operator and client upload button - Fix: CUPD balance and outstanding display card page - Enhancement: Pending KYC list add account level display - Enhancement: Update bank account list requested by Acct Team Notification - Enhancement: Add merchant, currency and amount in scheduled bill payment notification --- **Release 1.114.1** Platform - Fix: Alternatives PDF document download bug Admin - Fix: Duplicated instruction list display - Enhancement: Bill payment add fee support - Enhancement: Fees and commission, exchange overall markup and instruction fee beta testing - Enhancement: Remove user beneficiaries - Enhancement: Display non card transactions - Enhancement: Invoice enhancement add section header Fraud - Fix: High velocity rules, ATM rules - Enhancement: Update setting for high frequency rules, alert mcc - Enhancement: Update mcc code list Reporting - Enhancement: Add breakdown for commission report - Fix: Card transaction report missing card annual fee amount ![](https://i.imgur.com/Lng44P4.png) ![](https://i.imgur.com/Wrktzf0.png) === **Release 1.113.0** Tue 18 Jan 2022 09:24:41 AM HKT Platform - Fix: Overview HK/offshore account distribution display issue - Enhancement: Add SLC support for record booking Admin - Fix: Create new user account add default user group - Enhancement: Fees and commission support overall fee markup --- **Release 1.112.10** Platform - Fix: Mobile version unable to place borderless payment instruction - Enhancement: Enable LUNA, AVAX for autopay --- **Release 1.112.10** Thu 13 Jan 2022 11:26:30 PM HKT Platform - Enhancement: Add search for payee name, email and account number - Enhancement: Update beneficiaries telegram message Admin - Enhancement: Wallet balance snapshot Notification - Enhancement: Card Authorization add time display Reporting - Fix: QMR report exclude VOID transactions - Fix: User commission and commission split report value mismatch --- **Release 1.111.10** Thu 13 Jan 2022 06:38:02 AM HKT Admin - Enhancement: Add operator info when approve/reject fiat deposit/withdraw instruction, and display in telegram message - Enhancement: Operator list add status filter and vendor display - Enhancement: Fraud case update related case time display - Enhancement: Fraud rules config list add status and action filter Card - Fix: Card daily purchase limit and atm limit setting, improve telegram message display --- **Release 1.111.8** Tue 11 Jan 2022 10:58:24 PM HKT Reporting - Enhancement: Add Local Transaction in card transaction report --- **Release 1.111.7** Tue 11 Jan 2022 03:12:45 AM HKT Platform - Fix: Card page customer service unable to open intercom chatroom Admin - Fix: Fraud case detail page display undefined amount Notification - Enhancement: General instruction notification add tags display - Enhancement: Fraud alert add cardholder name Statement - Fix: Export card statement missing balance info Reporting - Enhancement: Add transaction type in card transaction report Fraud - Fix: ATM related rules setting inaccurate --- **Releaes 1.111.6** Fri 07 Jan 2022 02:00:26 PM HKT Admin - Fix: Invoice remove wrong important notice --- **Releaes 1.111.5** Thu 06 Jan 2022 07:48:25 PM HKT Admin - Fix: Unable to process bill payment/general instruction when balance already locked - Fix: Unable to open fraud case detail when info missing - Fix: Credit limit mismatch with breakdown Fraud - Fix: CVV Attack rule setting, High risk MCC code check "BLOCKED" country --- **Release 1.111.2** Fraud - Fix: Telegram message wrong display when amount is 0 --- **Release 1.111.0** Mon 03 Jan 2022 05:30:52 PM HKT Platform - Fix: Latest statement display issue - Add suport for DOGE injection & withdrawals - Fix: Digital deposit minor display tweak Reporting - Fix: Get interest and annual fee from raw record instead of paid record - Mastercard QMR Report (BETA) --- **Release 1.110.13** Platform - Full custody + trading support for SOL, ALGO, AXS, ENJ --- **Release 1.110.8** Chat bot - Client quote bot (BETA) Admin - Fix: Fraud case bug fix and enhancement from compliance team Fraud - Enhancement: New fraud rules setting --- **Release 1.110.7** Admin - Enhancement: Shareholder/director info optional share(%), removed allocation % Reporting - Enhancement: Card transaction report add response status --- **Release 1.110.6** Admin - Fix: Unable to edit bill payment --- **Release 1.110.0** Wed 29 Dec 2021 09:24:15 AM HKT Platform - Enhancement: Hide card statement option when no card in user account - Enhancement: Format virtual bank account display - Fix: Reset password flow missing update email verified - Fix: Small screen size login menu overlap issue - Add trading & custody support for MANA, SAND Admin - New: Director and shareholder info in corporate profile - Enhancement: Hide card statement option when no card in user account - Enhancement: General instruction, bill payment support change amount/currency/wallet before instruction mark complete - Fix: All instruction list display wrong account number after filter by ref id - Fix: White color tag cannot show up Reporting - Fix: User balance report and portal movement report related to operation account --- **Release 1.109.15** Tue 21 Dec 2021 05:58:29 PM HKT Admin - Fix: General instruction broken filter - New: Support card dispute transactions, including flag transactions, exclude from outstanding balance calculation, repayment and interest --- **Release 1.109.12** Tue 21 Dec 2021 12:31:38 PM HKT Admin - Fix: Fraud rule day display Platform - Live chat: secure user identity verification --- **Release 1.109.10** Tue 21 Dec 2021 09:19:44 AM HKT Admin - Fix: Markup form incorrect override setting Fraud - Fix: Fraud report and improve accuracy --- Mon 20 Dec 2021 12:29:20 PM HKT **Release 1.109.8** Platform - Enhancement: Exchange executed page add inverse rate Admin - Fix: Unable to upload client document Reporting - Enhancement: User balance report, portal movement report add AVAX support --- **Release 1.109.0** Thu 16 Dec 2021 01:56:50 PM HKT Platform - Enhancement: GBF add kyc submissiont and mobile verification before submit card application - Fix: Logic check for security banner Admin - Enhancement: Color tagging - Enhancement: Fraud cases assignee filter dropdown - Enhancement: Generate different langauage invoice - Enhancement: Edit annual fee in credit line level - Fix: Unable to update document type to insurance policy Reporting - Enhancement: Speed up card related report - Enhancement: Added commission wallet support in user balance report, portal movement report - Enhancement: Speed up transaction report --- **Release 1.108.20** Tue 14 Dec 2021 07:06:23 PM HKT Admin - Enhancement: Fraud cases bug fix and UI tweak, enhancement - Enhancement: Extract user group setting to top level instead of profile edit form - Fix: Unable to input inverse rate for exchange in user detail page Annual Fee - New: Per credit line annual fee charging --- **Release 1.108.20** Tue 14 Dec 2021 11:53:45 AM HKT Platform - Fix: Alternatives page unable to display when attachment thumbnail missing Admin - Enhancement: Issue invoice force input issue date and due date - Enhancement: Fees & Commission exchange UI enhancement - Enhancement: Card number input remove space and characher --- **Release 1.108.18** Sat 11 Dec 2021 05:40:11 PM HKT Platform - Fix: Support sms sending to CN - Fix: Missing bank detail in bank transfer flow and wrong account number display Admin - Fix: Client document not allow to delete when there is no attachment --- **Release 1.108.6** Thu 09 Dec 2021 06:09:21 PM HKT Admin - Enhancement: Delete client document Reporting - Enhancement: Speed up card transaction report generation Notification - Fix: Client document date format --- **Release 1.108.1** Notification - Enhancement: Fraud transaction alert add status, authcode, last 5 related transaction - F&C Testing: Payout details TG message for debugging --- **Release 1.108.0** Platform - NEW: Inject/payment flow Admin - Enhancmenet: Login binding with new email address - Enhancement: Generate virtual bank account, enable/disable bank account display, TT instruction for operator copy to client - Enhancement: Alternative add category filter - Fix: Update bank account list for bill payment cheque Reporting - Fix: User balance report only count success transaction - Fix: Fraud report missing merchant name, datetime 24 hr format, missing transaction date in summary tab Statement - Fix: Account statement did not count opening balance running balance display --- **Release 1.107.10** Tue Dec 7 09:35:39 HKT 2021 Platform - Fix VA bank account assignment gltich Notification - Fix: Rate source error telegram notification message --- **Release 1.107.6** Fri Dec 3 19:04:22 HKT 2021 Platform - Fix: Alternatives unable to switch category tab - Fix: DBS Rapid CHATS deposit handling Admin - Enhancement: Document preview with full pdf, video and audio - Enhancement: Support more document type - Fix: Defult new user account KYC level 0 --- **Release 1.107.0** Fri Dec 3 07:41:38 HKT 2021 Admin - New Feature: Fraud case management, assignment, and resolution --- **Release 1.106.6** Thu Dec 2 18:56:10 HKT 2021 Admin - Fix: General instruction import csv with tag issue --- **Release 1.106.5** Thu Dec 2 16:37:43 HKT 2021 Platform - Fix: Duplicated account statement display Admin - Fix: Allow to edit document type - Fix: Unable to load statement --- **Release 1.106.1** Wed Dec 1 20:28:06 HKT 2021 Platform - Enhancement: Statement translation and offshore statement support Admin - Enhancement: Securities statement upload enhancement --- **Release 1.106.0** Wed Dec 1 16:05:37 HKT 2021 Platform - Enhancement: Support USD, CNY for securities transfer - Fix: Unable to logout in mobile version - Fix: Exchange insufficient balance when click max button - Fix: Unable to turn on 2FA for sign in - New live chat support system Admin - New: Issue client invoice - Enhancement: Alternatives attachment upload to client document - Enhancement: Batch import general instruction add payment method - Enhancement: Make pinned remarks more obvious, improve scrolling - Fix: Unable to find login email address when there is no associated account - Fix: When edit remarks removed attachment - Fix: Client document list created date display incorrect - Fix: User detail page revenue calculation and graph display error Statement - Fix: Consolidated statement incorrect growth value - Fix: Wrong trasnaction date Reporting - Enhancement: Transaction report add account type display --- **Release 1.105.0** Thu Nov 25 20:33:19 HKT 2021 Platform - New Account statement design, offshore statement - Fix duplicated pending digital deposit records Admin - Enhancement: Batch import general instruction add tags Fraud - Improve performance of card fraud transaction processing Notification - Enhancement: Notification when add/edit tag --- **Release 1.104.18** Wed Nov 24 16:52:35 HKT 2021 Admin - Enhancement: Add vendor selector when download report - Enhancement: Add beneficiary_name and percentage in batch import insurance policy csv support - Fix: Card list display broken in user detail page - Fix: GBF card annual fee re-charge issue - Fix: Bill payment list broken filter --- **Release 1.104.11** Fri Nov 19 14:57:43 HKT 2021 Admin - Enhancement: Add tag filter in genreal instruction - Enhancement: Fraud transaction list add more filter - Fix: Insurance policy status change from "CHANGE_OWNER" to "CHANGED_OWNER" - Fix: User group list wrong display for vendor Card - Fix: Offshore account repayment --- **Release 1.104.9** Thu Nov 18 08:28:28 HKT 2021 Admin - Fix: Typo in client document type Deployment note update client_documents set document_type = 'COMPANY_REGISTER_OF_MEMBERS' where document_type = 'COMPANY_REFISTER_OF_MEMBERS' --- Admin - Fix: Unable to create new user Reporting - Fix: Portal movement report missing value bug --- Admin - Enhancement: Insurance policy status add "CHANGE_OWNER" - Enhancement: User risk level add "Very High" Reporting - Fix: User balance report add SUSHI **Released 1.104.0** Platform - Enhancement: Card balance/outstanding balance add USD equivalent - View and download securities statements Admin - Enhancement: User profile add trust set up date, tin number and tax residence info - Credit line fee charging - New: Instruction Tag. Attach tags to any instruction for sorting / filtering, and reporting - Fix: User detail page unable to display digital account balance - Upload securities statements for clients Notification - Enhancement: Card embossed name change tg message add last4 and card product info --- **Release 1.103.7** Admin - New: US related / watchlist display in user profile component - Fix: Wrong permission definition for securities add account action - Fix: User detail revenue page Reporting - Enhancement: EOD reporting add all balance and all transaction report - Enhancement: Trust beneficiaries report add more bene info ![](https://i.imgur.com/FbasTsn.png) --- **Release 1.103.2** Tue Nov 9 15:34:59 HKT 2021 Admin - Enhancement: General instruction payment method add OTHERS --- **Release 1.103.1** Admin - Enhancement: General instruction add payment method required - Fix: Unable to go page 2 for client document grid view Reporting - Fix: Automate sending autopay execution report to telegram group --- **Release 1.103.0** Platform - New style for HK account/offshore account menu ![](https://i.imgur.com/hz9jDlY.png) --- **Release 1.102.7** Fri Nov 5 10:02:01 HKT 2021 Admin - Fix: Bill payment cheque detail bank account selection broken - Fix: Mobile number verification issue - Fix: Virtual bank account display Reporting - Enhancement: Portal movement report sign reverse --- **Release 1.102.3** Tue Nov 4 20:05:11 HKT 2021 Platform - Fix: Secure your account banner display mistake Admin - Enhancement: Free text mobile number for create new user - Fix: User transaction list running balance mismatch - Fix: Unable to update profile due to missing email - DBS Virtual Deposit Account for Level 2 clients Reporting - Enhancement: User profile report add occupation, account type **Release 1.102.0** Tue Nov 2 18:51:11 HKT 2021 Platform - Fix: Unable to save new payee Others - Enhancement: Optimized transaction list and report performance - Fix: Card annual fee / interest record timezone mismatch issue Reporting - Enhancement: Fraud report add transaction time period, billing amount and other feedback from compliance team - Enhancement: Transaction report add card annual fee info - Fix: Card repayment report cupd repay amount should not include annual fee amount - Fix: Fraud report missing card product name Notification - Enhancement: Card fraud alert only notify for today's transactions **Release 1.101.0** Mon Nov 1 09:33:22 HKT 2021 Admin - Enhancement: General instruction support bill payment choose payment method - New: User groups support - New: Annual fee setting - New: Bank rate source, rate board - Fees & Commission internal testing **Release 1.100.13** Fri Oct 29 17:14:17 HKT 2021 Platform - Fix: Platform overview card nav display calculated in wrong direction Admin - Fix: Unable to download reports Statement - Fix: Undefined pie chart label --- **Release 1.100.12** Platform - Fix: Unable to signup Admin - Fix: Unable to download user profile report --- **Release 1.100.8** Fri Oct 29 10:38:55 HKT 2021 Admin - Enhancement: Delete remarks, delete remarks attachement, remarks paste excel with text only - Enhancement: Relationship mamager list add sorting - Fix: Unable to remove client mobile number Notification - Enhancement: Email notificaton styling tweak Reporting - Enhancement: Vendor specific EOD report - Fix: Portal movement report exchange should be one record - Fix: Statement overview wrong balance calculation Deployment Notes - deploy image factory - execute jobs/client-document-generate-thumbnails --- **Release 1.100.6** Thu Oct 28 14:48:58 HKT 2021 Platform - Fix: Unable to verify mobile number - Fix: Hide credit card debt in pie chart, wrong NAV value calculation Admin - Enhancement: Wording tweak for risk profile, login/account status change - Enhancement: Operator list filter by name and email - Enhancement: User profile add watchlist setting and filter - Enhancement: Support edit transfer instruction - purpose and message to beneficiary - Enhancement: Batch import general instruction records date show now instead of 08:00 - Enhancement: When create new user, require existing email selection if bind to login - Enhancement: Dynamic vendor selector when create new operator - Enhancement: General instruction add payment method selector Reporting - Enhancement: User profile report add watchlist and risk level - Enhancement: Card fraud report add related transaction - Enhancement: Transaction report add payment method display - Fix: Missing company name for corporate account in autopay execution report Notification - Fix: Client document upload telegram meesage show null user --- **Release 1.99.5** Mon Oct 25 12:17:14 HKT 2021 Platform - Enhancement: FGA white label color scheme tweak (uat) Admin - Enhancement: General instruction intent selection enhancement --- **Release 1.99.4** Fri Oct 22 10:27:54 HKT 2021 Platform - Enhancement: Securities account application show estimated account opening time - Enhancement: Disable WE card application - Fix: No caching on welcome message - Statement enhancements Admin - New: Batch import insurance policies - New: Mark client as US Related personnel and/or require CRS reporting. - Enhancement: Revenue display per period category value - Fix: Credit asset LTV config unable to save update Reporting - New: Autopay execution report - Enhancement: Transaction report add amount in HKD Card - New: Not charging interest when autopay failed due to system/exchange error --- **Release 1.98.2** Thu Oct 21 13:43:42 HKT 2021 Admin - Enhancement: Transaction report unmask company name - Enhancement: Add FIL in balance report - Fix: Batch import transfer date incorrect Updated repayment assets Asset Asset LTV HKD 100% USD 100% USDC 100% USDT 100% BTC 60% ETH 60% ADA 35% BNB 35% SOL 35% MATIC 35% **Release 1.98.1** Admin - New: All "Instructions" list - Enhancement: Asset value config filter by currency - Enhancement: Scheduled bill payment status checking - Fix: Wrong calculation for credit limit - Fix: Unable to create different ccy securities account Notification - Fix: Telegarm message show undefined for client document upload Reporting - Fix: Corporate account missing company name display in user profile report --- **Release 1.97.2** Mon Oct 18 15:14:03 HKT 2021 Platform - Fix: Not allow to turn on autopay when user no selected repayment asset - Fix: Login mapping missing account info Admin - Fix: Duplicated status column in pending instruction - general instruction list --- **Release 1.97.1** Sat Oct 16 21:13:21 HKT 2021 Admin - Fix: Unable to open user detail with missing permission setting --- **Release 1.97.0** Sat Oct 16 18:07:43 HKT 2021 Admin - New: User revenue display and breakdown ![](https://i.imgur.com/Ze85qOc.png) **Release 1.96.1** Fri Oct 15 09:10:37 HKT 2021 Admin - Enhancement: General instruction search by intent - Enhancement: Bill payment list add merchant search - Enhancement: Instruction list add clickable account number - Fix: Login binding missing mobile country code Reporting - Enhancement: Portal movement report feedback --- **Release 1.96.0** Platform - New: Security feature - anti phising code - Enhancement: Card application add phone verification - Enhancement: Bill payment add tooltip for scheduled bill payment - Enhancement: Add additional fields for insurance - Enhancement: Signed agreement display multiple file Admin - Enhancement: Securities manual update in user detail, securities page - Fix: User detail transaction list incorrect date - Enhancement: Client document multiple files upload Reporting - Enhancement: User balance report add HKD, USD rate and relative total - Enhancement: User balance report add LUNA column ![](https://i.imgur.com/26KUCeB.png) ![](https://i.imgur.com/SCgbhTr.png) ![](https://i.imgur.com/38Apk6C.png) --- **Release 1.95.1** Fri Oct 8 19:31:45 HKT 2021 Admin - Fix: GBF card statement bugfix - Fix: Client document pagination issue --- **Release 1.95.0** Platform - Enhancement: Securities account application can turn off some brokers - Fix: Disable scheduled bill payment to choose today's date - Add support for UNI, SHIB Admin - Enhancement: Daily check on all on or before today's scheduled bill payment - Fix: Credit Rating display - Fix: General instruction amount/fee amount not update when complete - Fix: KYC document show "broken image" Notification - Card: Suppress daily outstanding balance email if client has has auto repayment enabled and sufficient repayment asset Reporting - Fix: Card fraud alert bug fix - Enhancement: Balance report add UNI, SHIB column ![](https://i.imgur.com/i3VysOT.png) --- **Release 1.94.10** Tue Oct 5 23:18:28 HKT 2021 Admin - Enhancement: Securities update pop up UI tweak - Fix: New admin created user missing referral code --- **Release 1.94.9** Tue Oct 5 17:56:11 HKT 2021 Admin - Fix: TU rating discount overrid - Enhancement: TU feedback from compliance team - Fix: User details page open twice when clicking Account number link - Fix: Corporate account related info not show up by default when edit profile Reporting - Enhancement: Card fraud report feedback - Fix: EOD Fraud Report with empty records --- **Release 1.94.7** Platform - Fix: Card Statement missing translation - Fix: Autopay always failed Admin - Fix: Admin set phone verified block user 2FA - Fix: Unable to generate digital deposit address when admin login user portal **Release 1.94.1** Sun Oct 3 05:56:44 HKT 2021 Platform - New: Card overview add CS & RM support - Fix: Unable to verify mobile number Admin - New: Batch import transfer record - Enhancement: User detail transaction list currency filter can search - Enhancement: Transfer list and detail add account number display - Enhancement: Insurance list add account number display - Fix: General instruction pending list filter not correct - Fix: Wrong fee policy applied to securities transfer Reporting - Enhancement: Portal movement report feedback enhancement --- **Release 1.93.9** Platform - Fix: Unable to input 0 in authorization Admin - Fix: Unable to delete login binding --- **Release 1.93.8** Mon Sep 27 17:58:52 HKT 2021 Platform - Enhancement: Button to copy card number - Fix: GBF platform missing repayment record display - Fix: GBF undefined account number display - Fix: ATM pin input mobile show number keyboard Admin - Fix: General instruction amount display issue --- **Release 1.93.6** Sat Sep 25 18:05:14 HKT 2021 Platform - Card application card selection add coming soon to 1.5% oversea rebate for WE --- **Release 1.93.4** Fri Sep 24 23:26:15 HKT 2021 Admin - Fix: Pending instructions wrong number of account pending activation - Fix: Unable to download document with '.PDF' - Fix: General instruction intent not found --- **Release 1.93.3** Platform - Fix: Unable to place bill payment when remarks too long - New: Card Statement - New: Securities account opening flow - Enhancement: Card mailed sms updated Admin - Enhancement: Trust trasnfer update operator remarks to new component - Enhancement: Add 'Asset Withdrawal', 'Commission' general instruction intent - Enhancement: Edit card embossed name - Fix: General instruction withdraw intent typo - Fix: General instruction optional email notification Notification - New: Autopay execution report - Supress stale card fraud notifications Reporting - Enhancement: User balance report add CRO, FTM - Enhancement: User balance report with total balance instead of available balance --- **Release 1.92.0** Platform - Account negative balance / overdraft support - Scheduled bill payment Admin - Enable / Disable overdraft per wallet account Reporting - Fix: Unable to download historical report --- **Release 1.91.4** Platform - Statement: Fix date range (need statement regeneration) Admin - Enhancement: Navigation user search added name display - Fix: Monthly statement not in sync with user side ![](https://i.imgur.com/a4MMKeC.png) --- **Release 1.91.0** Platform - New: Language selector and URL verification in login page - Enhancement: Alternatives description show with line break - Fix: Unable to input ADA address - Fix: Unable to set ATM to 0 - Fix: Not able to contact RM with telegram (broken link) - Add trading, deposit, and withdrawal support for CRD, FTM (to be enabled later today) Admin - Enhancement: Alternatives description show with line break - Enhancement: Card list enhancement - add sorting, filter - Enhancement: Card issue pop up add application submitted by which operator - Enhancement: User transaction show intent display tweak - Fix: Repayment final amount drift - Fix: Minor bug fix - Fix: Unable to assign instruction to operator Reporting - Enhancement: Card Fraud Report format request - Fix: Portal movement report scheduler - Fix: Alternative sort by category in statement Notification - New: Telegram notification for batch import general instruction ![](https://i.imgur.com/bIp3PZB.png) --- **Release 1.90.5** Platform - Fix: Repayment exhcnage wrong rate issue - Fix: Exchange decimal places rounding Admin - New: User risk profile enhancement - TU record input Card Fraud - Enhancement: Update risk country list ![](https://i.imgur.com/hzZGjih.png) --- **Release 1.90.2** Platform - Fix: Unable to place securities transfer instruction Admin - Enhancement: Add occupation display in user profile - Fix: Wrong logout button position Notification - Fix: Client document upload telegram message show invalid date --- **Release 1.90.1** Platform - Fix: Unable to add payee Admin - New: User Profile page: shortcuts to create instructions - Fix: Logout button sometimes disappear - Fix: Unable to update profile without DOB ![](https://i.imgur.com/iiyGTPu.png) --- **Release 1.90.0** Platform - Enhancement: Display RM telegram contact - Enhancement: Insurance overview page display when there is policy records Admin - Enhancement: Permission setting for bill payment and general instruction - Enhancement: Card application add card limit setting - Fix: Unable to cancel scheduled bill payment - Fix: Unable to delete bill payment attachement - Fix: Treasury fee display error Notification - New: Support sms notification to China - Fix: Telegram message show undefine remarks ![](https://i.imgur.com/Di2OquL.png) ![](https://i.imgur.com/VFbGCH4.png) --- **Release 1.89.4** Admin - Enhancement: Remember client document grid/list view preference - Enhancement: Display company name for corporate client in client document list - Fix: Unable to filter in bill payment list - Fix: Unable to save remarks for general instruction --- **Release 1.89.0** Fri Aug 27 17:16:00 HKT 2021 Admin - New: Remark editor with formatting, support for multi image and paste image - Fix: Card application page permission issue ![](https://i.imgur.com/0jpSchC.png) --- **Release 1.88.5** Fri Aug 27 15:06:16 HKT 2021 Admin - Fix: Unable to navigate to user detail page --- **Release 1.88.4** Fri Aug 27 14:08:07 HKT 2021 Platform - Fix: Undefined emboseed name Admin - Fix: Account balance breakdown report show autopay FALSE for --- **Releae 1.88.1** Fri Aug 27 10:17:47 HKT 2021 Platform - Enhancement: Legal text update - Fix: Format decimal for securities product display - Fix: Unable to view client documents Admin - New: Submit card application - Fix: Unable to filter transaction list in user detail page - Fix: Securities Product update display ![](https://i.imgur.com/iDUsdGi.png) ![](https://i.imgur.com/V1PEpcL.png) --- **Release 1.88.0** Platform - Enhancement: Self transfer enhancement - Fix: Exchange rounding issue with small amount - Fix: Token refresh issue with bill payment / kyc document upload - Fix: Overview page card spending date sorting Admin - Enhancement: Bill payment tab notification bubble - Enhancement: Client document add grid view - Fix: Report history filter Reporting - New: User balance report add HKD equivalent tab - Enhancement: Transaction report add cheque info Notification - New: Update user summary TG notification --- **Release 1.87.8** Platform - Enhancement: Add currency search in exchange Admin - Enhancement: Securities manual update add number formatting - Enhancement: More document type for company - Fix: Unable to issue card from imported card list - Fix: User KYC/DD report display broken - Fix: Unable to get card number list in card application issue card pop up - Fix: Need to click twice to reset filter Reporting - Enhancement: Card account balance report add cupd outstanding check - Fix: EOD user balance report ![](https://i.imgur.com/bw142hL.png) --- **Release 1.87.7** Admin - New: Download user statement - Fix: Client documents unable to upload with some file types Report - Enhancement: ATM report add location and status in tx detail ![](https://i.imgur.com/pa4RBSm.png) -- **Release 1.87.4** Sun Aug 22 01:55:43 HKT 2021 Admin - Fix: Fiat deposit/fiat withdraw unable to process - Fix: Securities product not display in manual update form --- **Release 1.87.3** 2021-08-20 Admin - Fix client document upload bug --- **Release 1.87.2** Admin - Enhancement: Exchange number input add formatting - Fix: Card application issue card pop up pre populate card product --- **Release 1.87.1** Admin - New: add client summary section, a short background summary of client for operator to see ![](https://i.imgur.com/So5UaDm.png) --- **Release 1.87.0** Platform - New: View admin uploaded trust documents Admin - New: Client Document Upload (trust, crop, kyc, etc) - Fix: Securities product update not able to remove record Reporting - New: Inactive card account report - Enhancement: Card detail report add issued/active date ![](https://i.imgur.com/v8kR6MB.png) ![](https://i.imgur.com/hX5JLYC.png) ![](https://i.imgur.com/ExR3u9Q.png) --- **Release 1.86.5** Admin - Enhancement: Debounce to user search - Enhancement: File uploads retain original filename - Enhancement: Amount input with number formatting - Fix: Securities product update not returning all products - Fix: Bill payment missing telegram message for requested and scheduled instruction Reporting - Enhancement: Transaction report add interest charged - Fix: Transaction report time sorting - Enhancement: User balance report add HKD Total value, fixed column order according to office - New: Card ATM Transaction report --- **Release 1.86.3** Platform - New: Add support for Cardano ADA and SRM (ERC20) deposits and withdrawals Admin - Fix: Unable to upload product card batch csv --- **Release 1.86.1** Admin - Fix: Unable to input amount when create instruction --- **Release 1.86.0** Platform - Enhancement: Improve translation for insurance page - Enhancement: Minor UI improvement Admin - New: Delivery method in card application flow - New: Quick search navigation to user detail page - New: Card inventory management - New: Scheduled bill payment - Enhancement: Report type grouping - Enhancement: Click on user account number open new window to user detail page - Enhancement: Bill payment can chose all currency - Fix: Welcome email show null when no trust name - Fix: Digital withdrawal processing bug - Fix: User KYC page permission issue - Fix: Amount input precision issue ![](https://i.imgur.com/xpRUI41.png) ![](https://i.imgur.com/fw1umT1.png) ![](https://i.imgur.com/bhl4rkD.png) ![](https://i.imgur.com/iOyC3Qv.png) ![](https://i.imgur.com/4TWehpK.png) ![](https://i.imgur.com/DAnpB1O.png) ![](https://i.imgur.com/cnnTYYJ.png) --- **Release 1.85.6** Platform - Fix: Card application default embossed name change to last name first - Enhancement: Update legal description in platform Admin - Enhancement: Bill payment partial info edit at completed status **Release 1.85.5** Platform - Fix: Overview page monthly statement in pdf format - Fix: Not display cancelled card in platform **Release 1.85.4** Admin - Fix: Fraud transaction list filter - Fix: Unable to access reporting and user detail page **Release 1.85.3** Admin - Enhancement: add notification bubble in pending instruction menu Admin - Fix: unable to navigate to exchange detail page from user detail - New: Card fraud system beta test Notification - Enhancement: display RM info in card application **Release 1.85.0** Platform - Enhancement: UI improvement, text updates - Performance monitoring Admin - Enhancement: Card & credit menu notification bubble Reporting - New: Credit Interest Report --- **Release 1.84.0** Platform - Enhancement: PDF format statement, statement styling improvement and new content in consolidated statement Admin - Enhancement: Bill payment upload photo/attachment at any stage Notification - Enhancement: Card application telegram notification show delivery method - New: EOD TG message add alternatives display Reporting - Fix: Card declined transaction report --- **Release 1.83.1** Platform - New: UTGL/GBF account level upgrade new design enhancement - Fix: Autopay balance check resulted in negative balance Reporting - Enhancement: Card holder report show all the cards, including card with no tx --- **Release 1.83.0** Platform: - New: GBF card application flow - New: UTGL card application flow with kyc document upload - New: Tweak welcome message - Fix: KYC document approved display broken - Fix: Keep securities disclaimer in securities account only - Fix: Daily card account outstanding balance notification time incorrect Admin - Fix: Bill payment optional remarks - Enhancement: Exchange flow enhancements reported by acct team Reporting - New: Card detail report - Enhancement: Interest record in card transaction report --- **Release 1.82.0** Platform - Fix: Securities page missing cash and investment value - Fix: Disable account level 2 upgrade - Fix: Card activation page responsive display and refresh issue - Enhancement: Platoform Translation * Set up daily scheduler for interest charges * Speed up platform performance by 10x Admin - New: Card menu notification bubble for application, issuing and pending embossed - Fix: Securities manual update missing permission setting - New: Batch update mailed card Notification - Enhancement: Card declined TG notification add time display - Enhancement: Show description in general instruction telegram notification Reporting - Enhancement: Repayment report with interest display and breakdown --- **Release 1.81.0** Bot - Chat bot command to get client account balance Example: `/balance A123467` --- **Release 1.80.13** Platform - Fix: Bill payment currency list display issue Admin - Fix: Unable to suspend card --- **Release 1.80.12** Platform - New: Repayment with interest Admin - Fix: Unable to save insurance **Release 1.80.11** Platform - Fix: Securities transfer broken telegram notification - Fix: Card application issue card reverse phone and country code Admin - Enhancement: Phone number input, allow freeform country code #compliance --- **Release 1.80.7** Admin - Fix: Exchange missing permission - Enhancement: remove MFA requirement for mailed card Reporting - New: User running balance report - Enhancement: Card account balance report add card group breakdown Platform - Interest charge reliability enhancements & testing --- **Release 1.80.3** Platform: - Fix: Card interest rate display issue Admin: - Enhancement: Tweak layout for card application list Notification - Fix: Card authorization tg message make anonymous - Fix: Card application tg message data messed up - Fix: Card application tg notification routing --- **Release 1.80.0** Platform - New: Card application Admin - New: P2P transfer - New: Exchange feature - New: Card interest internal test - Enhancement: Bill payment support and reset multiple cheque info - Enhancement: Auto format card embossed name to prevent issue card error - Fix: Update user profile caused missing country code Reporting and Notification - New: Trust beneficiaries report - Enhancement: TG notification add operator remarks - New: EOD Card declined transaction report ** need run command in db to update cheque info object to array `update bill_payments set cheque_info = json_build_array(cheque_info) where cheque_info is not null and jsonb_typeof(cheque_info) = 'object';` ** need release CMS ** cms run migration for error message **Release 1.76.3** Platform - Enhancement: New category for alternatives - Fix: Card list should show card embossed name - Fix: Not able to download card holder report without date range Admin - Fix: User contact info LinkedIn not show up - Enhancement: New updated categories for alternatives - Reporting: Search on report type Notification - Enhancement: Card authorization TG message added auth code display --- **Platform 1.76.0** Admin - Enhancement: Card detail page show CUPD available balance * Fix: Bill Payment cheque info issue Platform - Enhancement: GBF add autopay status display --- **Platform 1.75.8** Platform - A few GBF bug fixes Admin - New: Admin user profile add social media info - Enhancement: Add +63 country code - Enhancement: Admin MFA error message enhancement --- **Platform 1.75.5** Platform - Live chat: Replace MessageBird with Freshchat (pilot testing) - Tweak info box text for GBF Admin - Enhancement: User wallet balance display alternatives value - Enhancement: Transaction report add fee amount Reporting - Daily card outstanding balance report include value of auto-repayable assets --- **Platform 1.75.0** Platform - Enhancement: Digital account asset table display tweak - Fix: Typo on session inactivity screen - Fix: Alternatives missing vehicles and pie chart no show Admin - Enhancement: Card transaction list add link to user detail page - Enhancement: User list add company name search - Enhancement: Phone country code search input, trim phone number space - Enhancement: Alternatives click to open pdf file - Enhancement: User Contact add link to contact method - Enhancement: List remember filter and search result - Fix: User contact empty country code Reporting & Notifications - Telegram send two daily reports, one at 1730 for daily close, and one at 24:05 for day end summary --- **Platform 1.74.3** Platform - Enhancement: Bill payment page new design Admin - Enhancement: instruction amount input field add number formatting - Enhancement: transaction moniroring report enhancement **Platform 1.74.2** Platform - Fix: Card repayment account list not display - Enhancement: Alternatives page enhancement Admin - Fix alternatives detail failing to load **Platform 1.74.0** Platform - Enhancement: Card sms notification setting tg notification - Enhancement: Card transaction show foreign amount Admin - Feature: Card pending emboss name list management - Fix: Card declined report filter by date range --- **Platform 1.73.0** Platform - Enhancement: Repayment account list sort by repayment asset sequence Admin Portal - Enhancement: Card holder report add all transaction list * Enhancement: Securities manual update fetch latest record - Fix: Unable to fetch user contact for suspended account - Fix: Issue card not save cupd id and cupd id type - Fix: User detail transaction wrong running balance calculation - Fix: Card transaction report 0 repayment amount --- **Platform 1.72.5** Platform - Fix bug where card asset not load property load when user has no card tx * Enhancement: Offshore account display,. translation updates **Platform 1.72.0** Platform - Enhancement: Card repayment add inverse rate button to display exchange rate in inverse (GB) - Notification: Daily Outstanding Balance Reminder Email (Pre-testing) --- **Platform 1.71.5** Platform - Fix: 2FA mobile cut off / display enhancement Admin - Fix: small bug with contact info editing * Feature: admin lock / unlock card for client - Fix: Add back missing operator to s* ome telegram messages --- **Platform 1.17.3** Admin - Enhancement: Fix missing cardholder info from card related reports, card list * Feature: Add support for adding various contact method to client account info. Telegram, WeChat, Whatsapp, LINE, as well as marking primary method. **Platform 1.71.1** Platform - Feature: Support "Alternative/other" assets, Inject client real estate, vehicles, corps, etc into UTGL to be included in client display, NAV calculations and reporting * Enhancement: Copywriting enhancements, fix numerous missing translations Admin - Enhancement: display purchase currency and amount in card related report - Enhancement: display company name in user component for corporate user - Enhancement: EOD report show card repayment amount - Feature: bill payment auto cheque printing * Enhancement: bill payment UI enhancement - Feature: manage client alternative assets * Feature: manage client autopay settings (enable, and ordering) - Feature: Daily card account balance report ** migration required --- **Release 1.69.1** Platform - Enhancement: Platform mobile card page bug fixes & UI enhancements Admin - Fix: Bill payment processing regression Release 1.69.0 Admin - Enhancement: Can now set/unset card daily limits directly in admin portal - Fix: General instruction and bill payment regression - Fix: Card fraud transaction high velocity rule logic fix Release 1.68.5 Platform: - Bug Fix: Card spending sms notification routing Admin - Fix: Card list, card transaction vendor restriction - Fix: Repayment report - platform repayment show 0 amount - Enhancement: Card report - split date and time into 2 columns - Enhancement: User list display company name for corporate client * Fix: Card issue, when name too long, CUPD reject. now platform handles truncating **Release 1.68.1** Platform - Wording consistency fix for two factor auth Admin - Enhancement: Card list filter by last 4, embossed name - Enhancement: Card transaction list display repayment record, sort by time desc - Fix: KYC document rotation should not switch to next document **Release: 1.68.0** Platform - New: Allow user to enforce 2-step verification for sign-in - New: Security page remake - New: Card account report download - New: Control per card notifications - Enhancement: Card page translation, more clear wording on daily limits Admin - Feature: GBF admin support - Feature: Co-brander scoped operator account - Feature: Auto repayment settings display - Feature: Asset Link (Secured credit) limit breakdown - Feature: User TU rating & Credit discount based on TU rating - Enhancement: Faster login, faster loading - Enhancement: User list filter active status by default - Enhancement: Better handling of expired session - Fix: Card ATM PIN setting issue with CUPD API - Fix: Card issuing no longer requires account date of birth ![image](611b82924189913d72acfe5c/Screenshot%202021-08-17%20at%204.55.19%20PM.png)