Major features
- Added support for an additional banking data integration.
- Added configurable auto-force policies for bank accounts, including write-off and overpayment limits, permissions and audit history.
- Connected the transfer journey to live APIs for account selection, review, scheduling and transfer history.
- Added secure downloads for completed reports from Report History.
- Added configurable operational notifications for stale bank balances and critical reconciliation results.
- Added search to the bank-tagging list.
- Added configurable controls that require remittance sums to be settled before their payment items can be reconciled to premiums.
- Expanded remittance ingestion with updated schemas, entity-account routing and broader currency support.
Minor features
- Extended eligible trust-to-remittance matching windows to 30 days for configured account relationships.
- Expanded automated coverage for same-currency reconciliation, forced allocation and cleanup journeys.
- Extended the route-first Portal architecture across Bank, Home, Administration, Tasks, Partners, Premiums and Data Integrity.
- Added explicit handling for outbound SFTP and archive files so they are not treated as inbound ingestion failures.
- Updated data-integrity monitoring to recognise supported forced bank-to-bank overpayments.
Bug fixes
- Addressed high-priority banking workflow, tagging and configuration issues.
- Fixed automatic bank-to-bank matching so allocations use compatible signs, durable batches and correct downstream journal processing.
- Replaced unsuitable report-password words with a controlled customer-appropriate vocabulary and cryptographically secure generation.
- Fixed Workhorse allocation badges so they use authoritative persisted and provisional allocation values.
- Improved Payout Due performance for large portfolios.
- Fixed inconsistent month, summary and payee totals across Payout Due views.
- Improved multi-payee payout generation with asynchronous processing, idempotency and durable reservations.
- Added integrity checks ensuring payout snapshots, reconciliations and journals contain the same allocations and amounts.
- Prevented bank-to-premium unreconciliation when an allocated instalment has an active payout or reservation.
- Fixed premium unreconciliation so dependent payout eligibility and Due balances are correctly unwound.
- Improved the performance of individual outstanding-partner views.
- Improved premium API performance by paginating before loading the complete relation graph.
- Fixed linked bank-transaction creation so duplicate-reference failures do not commit partial financial records.
- Fixed the Portal action that could prevent users from cash-settling an eligible remittance sum.
- Fixed journal activity amounts displaying the wrong currency symbol.
- Updated bank-statement ingestion to skip unsupported proprietary balance records safely.
- Fixed organisation date-format preferences not being applied on the reconciliation Workhorse page.
- Improved payout-deletion processing to avoid slow statement-reconciliation impact queries and repeated background processing.
- Fixed tabular remittance ingestion so statement context, totals and locale-formatted monetary values are preserved and parsed correctly.
