---
# System prepended metadata

title: Platform Release Notes

---

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)