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Improvements & Bug Fixes

Search Improvements
  • Fixed: Account number search in Console
    • Resolved an issue where searching by customer-facing account numbers was not returning results in the new OpenSearch implementation. The search now properly locates accounts by account number, person ID, and EIN.
Console Enhancements
  • Fixed: Account link permissions for non-admin bankers
    • Non-admin banker users can now properly access account details from the programs page without encountering permission errors.
  • Improved: Contact details display
    • Added date of birth display to the customer contact details section in the Console, providing bankers with easier access to customer information without needing to run API reports.
  • Improved: Check status actions
    • Removed the stop payment option for pending checks in the Console, as pending checks can only be cancelled. This prevents confusion and ensures users take the correct action.
  • Improved: Wire transfer details access
    • Restored the ability to view network transfer wire details in the Console, fixing a 404 error that was preventing bankers from accessing detailed information about balancing wires.
  • Improved: Incoming ACH visibility
    • Added the exception_typefield to the incoming ACH table display in the Console, providing better visibility into ACH transaction processing details.