During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.

 

Bugs:

  

 

Lenders


  

New Social Media Navigation and Naming:

  • Enhanced left side navigation allows users to view the full suite of available Social Media features and easily navigate between modules.
  • “Compliance Schedule” renamed to “Monitoring Schedule”
  • “Monitoring” renamed to “Real Time Alerts”
    • For more information on Social Media services and general navigation, click HERE.

 

 Enhanced Thumbnail for Instagram:

  • When a custom image is uploaded for a video thumbnail, a pre-generated thumbnail with time offset will now be enforced for an improved viewing experience.
    • For more information, click HERE.

 

Lender Triggers now highlight posts in the following areas:

  • Archive Feed, more information.
  • Current posts for findings sourced from Alerts, more information.
  • Audit Feeds now highlight lender’s configured keyword triggers. Please Note: Existing audits created prior to 9/27/2022 will continue to show Comergence trigger rules. More information.

 

Improved trigger highlights for post comments:

  • Each post comment is now treated and analyzed uniquely to improve trigger highlights within comments. 

 

Real-Time Alert Settings - history/audit log

  • An audit log feature has been added to track all changes/updates related to keyword triggers.
    • For more information, click HERE.

 

Improved logic for Real-Time Alerts

  • When a new trigger word is found for a post related to a closed finding, a new real-time alert (finding) is created.

 

Investors


 

Clients Board Enhancements

  • Edit Relationship Status in Bulk
  • Edit Renewal Dates in Bulk
  • New ‘Status Reason’ and ‘Custom Fields’ filters
    • For more information click, HERE

 

Custom Field Value Updates

  • When updating a custom field value investors can now choose to update all existing records OR apply to new records going forward only.
    • For more information, click HERE.

 

Deactivating Reporting Managers and Assigned Users:

  • Investors can now deactivate users immediately; account & reporting re-assignments can be completed post deactivation.
    • For more information, click HERE.