The release contains, among others:
- AI enhance capability to allow ELC advice using the Email reader
- Multiple text templates creation and selection
- Customized report (A.K.A ‘raw data report’)
- migration for Export LC deal type
- Umbrella limit setup
- Fee agreement and report enhancements
Improvements:
- [Improvements] - Export LC discount even after deal was expired
- [Improvements] - Share deal with multiple emails
- [Improvements] - Create bank details while issuing without adding it to the list of My banks.
- [Improvements] - Task management extract tasks details
- [Improvements] - Multiple text templates supported
- [Improvements] - Allow users to create and link a Task from a Deal
- [Improvements] - Reports - Support Daily calculation for Unutilized Limit Fee Report
- [Improvements]- Remove old "Predicted Charges" function as RIVO introduce the new fee agreement setup and report
- [Improvements] - AI ELC advice + supporting different documents formats and structures (such as Json/ PDF/ plain txt/ Ebics/ SWIFT/.eab/ word) for both guarantee and LC
- Improvements] -Dashboard filter for AI generated deals
- [Improvements]+ [Improvements] - Raw data report – allow the corporate to create his own customized reports based on deal data
- [Improvements] - Umbrella limit setup + validate limit exceed the higher-level unit while issuance flow
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[Improvements]- Fee agreement setup capabilities and presentation as part of the fee report:
- Additional fee types were added such as
Handling Fees, Flat Fee, etc.
- Additional periods added for fee type RISK, such as month+ calendar month, year + calendar year, quarter + calendar quarter, etc.),
- Settlements selection (in arrears/ in advanced)
- TAX/ VAT % representation in the report
- Predicted fees display as part of the deal review and sign page.
Bug Fix:
[Bug Fix] - Text in additional Field is truncated
[Bug Fix]- Country Sub-Division is not visible in PDF
[Bug Fix]- Newly Registered Insurance Company Not Visible in Organization List for Super User in Sandbox
[Bug Fix]- PDF Summary Alignment Issue for Long Text Fields
[Bug Fix]- Incorrect Forecast Calculation for Unutilized Limit Fee
[Bug Fix]- Deleted Bank Keeps Returning to 'My Banks
[Bug Fix]- If a deal balance exists during the Doc Settled stage, the Close option is unavailable.
[Bug Fix]- Amendment extension - previous value of expiry date not changed
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