🌟 Release Highlights

• Expanded “On Behalf Of” functionality for Guarantees, improving collaboration, permissions, and reporting.

• Major enhancements to Export LC and Collection workflows, including AI-assisted generation, new templates, and MT file handling.

• Improved Reduction Planning, Integrations, and Security, delivering a more automated and robust trade finance experience.

🏦 On Behalf Of (Guarantees & Permissions)

• [Improvement] Guarantee - Issuance "on behalf of"

• [Improvement] On behalf of - Signature Rules Based on Instructing Party's Unit

• [Improvement] On behalf of - Workflow Permissions for Instructing Party / Applicant

• [Improvement] On behalf of - Allow users to share the transaction to Instructing Party and Limit Owner

• [Improvement] Enhance Limit Report to support "On Behalf Of" process

💳 Export LC (Letters of Credit)

• [Improvement] Export LC - Partial/Full discounting for Beneficiary Bank or Financier user

• [Improvement] Export LC : Amendment Accept / Refusal - generate SWIFT files for Corporate's response to bank's amendment

• [Improvement] Export LC : Shipment date

• [Improvement] Allowing the bank to Amend Letter of Credit (Incoming MT from Bank to RIVO)

• [Improvement] Allowing the bank to respond to the Export LC Doc Presentation (Incoming MT from Bank to RIVO)

• [Improvement] Allowing bank to Refusal advice notification on Export LC Doc presentation (Incoming MT from Bank to RIVO)

• [Improvement] Allowing the bank to settle the documents for the Export LC (Incoming MT from Bank to RIVO)

• [Improvement] Enable Beneficiary Reference Input for Export LC Advice

• [Improvement] AI generator for extended steps of Export LC

📦 Export Collection

• [Improvement] Initiate Export Collection & Capture Basic Details and Participants

• [Improvement] Export Collection - Capture Additional Details and Attachments Cards

• [Improvement] Export Collection - RIVO Dashboard List for Export Collection

• [Improvement] Export Collection - Signing and Sent to Bank Process

• [Improvement] Export Collection - Cover Letter and Collection Schedule with RIVO Templates

• [Improvement] Export Collection - Bill of Exchange (BoE) using RIVO Template

• [Improvement] Export Collection - RIVO Dashboard View Page for Export Collection

• [Improvement] Create a new Bill of Exchange Details Card

• [Improvement] Export Collection - Corp side signature matrix

• [Improvement] Export Collection : Miscellaneous Points

• [Improvement] Collaboration on Collections

• [Improvement] Enhance Context Menu for Collections

• [Improvement] Collection Collaboration Implementation - Frontend

• [Improvement] Collection Collaboration Implementation - Backend

• [Improvement] Collection Collaboration Implementation - Notification

💰 Reduction Planning

• [Improvement] Reduction Planning - Enable users to schedule future reductions

• [Improvement] Reduction Planning - Support manual execution

• [Improvement] Reduction Planning - Notify applicant users when milestones are due

• [Improvement] Reduction Planning - Enhance Limits Report to include planned guarantee reductions

• [Improvement] Reduction Planning - Allow users to cancel a milestone

🧠 AI & Automation

• [Improvement] Incoming Guarantee created by GEN AI integration

• [Improvement] AI Deal Generator - New process flow

• [Improvement] AI generator for extended steps of Export LC

🧾 Reports & Fees

• [Improvement] Enhance Limit Report to support "On Behalf Of" process

• [Improvement] Enhance Fees Report to Support Tenor-Based

• [Improvement] Tenor-Based Fee Mapping for Predicted Fees

• [Improvement] Include Draft Guarantee Amounts in Limit Report

📄 Guarantees : adding Corporate Drafts

• [Improvement] Create Draft Guarantee transactions for Internal planning

• [Improvement] Context Menu & Summary Page for Draft Guarantees

• [Improvement] Migrate Draft Guarantees

• [Improvement] Outgoing Guarantee - Include Claim Details in Download Details (PDF)

🐞 Bug Fixes

📄 Document Handling & File Generation

• [Bug Fix] Incoming SBLC > Issuance & Amend: Missing the PDF file in the Share popup

• [Bug Fix] Export LC - Doc presentation: all values not saved and doc amount changed to LC amount

• [Bug Fix] Export LC - Not possible to sign Doc Processing by releaser user

🏦 Guarantees, SBLC & Claims

• [Bug Fix] Outgoing Guarantee: My Bank Field does not show list of Units as guarantor.

• [Bug Fix] Outgoing Guarantee—cannot view, edit, and Release the deal

• [Bug Fix] Incoming Guarantee: Redundant Start button at the bottom of the first page

• [Bug Fix] Incoming Guarantee: Delete and Duplicate options missing when the bank creates the deal at unit level

• [Bug Fix] Incoming SBLC: Missing My Custom Field card while the custom field is enabled

• [Bug Fix] Outgoing SBLC - View Issuance stuck at Local Issuing Bank card

• [Bug Fix] Claim in Process cannot be discarded—reverted status back to Issued

💳 Letters of Credit (Export/Import)

• [Bug Fix] Import LC Doc Presentation - Not possible to attach document

• [Bug Fix] Export LC (Bank): Edit option missing in context menu

• [Bug Fix] Export LC—It is not possible to create Doc Processing in deal initiated by corporate

• [Bug Fix] Export LC: “Discount Doc” option missing in Context menu for Partial Discount and when Discount 

🏗️ Consortium, Umbrella & Soft Share

• [Bug Fix] Consortium Migration: Missing explanations in sheet

• [Bug Fix] Umbrella: Missing translation

• [Bug Fix] Soft Share: Errors when switching to Hard Share or activating at bank level

🔐 Authentication, Permissions & Users

• [Bug Fix] Unable to modify existing banks or select BIC

• [Bug Fix] Incorrect button display for Unregistered Bank users

• [Bug Fix] My Archived Deals: The loading screen always displayed (504 error)

🧾 Rules, Reports & Templates

• [Bug Fix] Cover Letter: Not auto-generated on amended deals

• [Bug Fix] Cover Letters - Template insertion issues

• [Bug Fix] Text template—Cannot load bank text template even if bank is onboarded

• [Bug Fix] Custom Reports: Super user unable to view customer-created reports

🧱 Core & UI Issues

• [Bug Fix] Charges and commissions incorrectly appear in reduction process

• [Bug Fix] Charges—Deal Status changed to Issued instead of Closed though balance zero

• [Bug Fix] Exposed unit HQ missing in PDF

• [Bug Fix] Incoterm Version field incorrectly mandatory

• [Bug Fix] Notification system errors in production