Changelog: 2019-Sep-13

Pushed to production :white_check_mark:, Pushed to Sandbox :beach_umbrella:.

Critical Updates

  • :white_check_mark: Client Dashboard (Webhooks Table): We recently disabled “empty” searches in the Webhooks table of the Client Dashboard (i.e. we no longer allow queries that do not specify an object id).

    • You now have to input a valid object id in order to search for logs related to that id.
    • The UI for the Webhooks Table should be updated to reflect this change in the coming week, but please be aware that the change itself is already in production.
  • :beach_umbrella: The type for has been changed from LOAN_AGREEMENT to NODE_AGREEMENT in Sandbox.

    • This change ensures that loan agreements will align with another change also recently pushed to Sandbox (reported in the last Changelog) to automatically generate PDF agreements for other various node types.
    • Please note that both changes will be pushed to production in the near future.

New Features

  • :white_check_mark: Client Dashboard: Added ability to update the company’s favicon image by clicking the building icon in the upper-right menu.

  • :white_check_mark: Client Dashboard: Added support for opening individual table entries in a new tab (for Mac: Cmd + click; for Windows: Ctrl + click) and new window (Shift + click).

  • :beach_umbrella: Card Issuance (Dispute Transaction): Added ability to include additional attachments in new dispute_attachments array with the dispute form when disputing a card transaction. (either with external card issuance or with native card issuace) .

    • Please note that attachments included in the dispute request must be passed as Base64-encoded strings.


  • :white_check_mark: Loans (One-Time): We now allow loan disbursement to end-users via Same-Day ACH.

    • To set the disbursement method for a One-Time Loan to Same-Day ACH, append the optional same_day query parameter (“same_day=yes”) to the Apply for One-Time Loan API call.
  • :white_check_mark: Data Enrichment Service (Transaction Classification): All POS_CREDIT, INTERCHANGE, and POS_DEBIT transactions will now return their merchant IDs (merchant_id). Each merchant ID maps to a unique merchant profile (e.g. Starbucks, McDonalds, Target, etc.).

    • Please note that a CASH_WITHDRAWAL transaction will return a null value for its merchant ID.
  • :white_check_mark: Data Enrichment Service (Transaction Classification): Improved logic for preventing the creation of duplicate merchant profiles (i.e. unnecessary creation of new merchant_ids).

  • :white_check_mark: Data Enrichment Service (Transaction Classification): Improvements in matching transactions to processors / payment facilitators (e.g. Airbnb, HotelTonight, etc.).


  • :beach_umbrella: Fixed issue in Sandbox where generation of PDF agreements at node creation threw an unexpected error due to a dependency on Base Doc document_id.