POD Release Readme | Client, Server & WebPoint

Version 9.12.0 Mapped Drive & Service Based Client

Capture

• Corrected issue with MICR encoded amounts not capturing to the correct fields on Canon scanners. 74601
• Corrected issue with Ranger Silver Bullet hanging on Canon scanners. 74164

Enhanced Duplicate Item Report

• Added feature to allow the amount and trancode to be included or excluded from the compare logic. 74494

Statement Printing

• Re-wrote legacy statement printing functionality to a contemporary code base for improved maintainability and performance. 74187, 74451, 74453, 73598

Version 9.12.0 Aurora Server

WebPoint Research

• Improved performance with large item query results in All Items Research. 74553

Version 9.10.12 Aurora Server

WebPoint Research

• Corrected issue with customer statement image page margins. 74061

Version 9.10.11 Aurora Server

WebPoint Research

• Enhanced fonts for image page check detail and updated margin settings to allow different options for image pages than text pages. 74061

Version 9.10.10 Mapped Drive & Service Based Client

Capture

• Updated capture program to resolve locking local _wk files. 73880
• Updated server side x9 program to resolve issue with virtual endorsement missing. 74006

Cash Letter Manager

• Updated program to continue building an x9 file when the centralized routing lookup fails to locate the account number. 74160, 74089

Reporting

• Updated Standard Reports to ignore E** instead of EI* runs when ignore EI pattern is selected. 74005

Transmit to Host

• Corrected issue where unbalanced batches showed as available for transmit and could be checkmarked on the selection screen. 73650

Version 9.10.9 Mapped Drive & Service Based Client

Installer Changes

• Removed Microsoft Visual C++ Runtime 200 Redistributable from the mapped drive client installer. 72010

Account Import

• Corrected issue with new server setups where the program would give an error if the apps\cspi\users folder was missing. 73209

Balance & Repair

• Added logic to better handle local work files as the user changes institutions. 73567

Capture / X9 Processing

• Corrected issue with capture batch numbering. 73467
• Improved threading model to process X9 files more efficiently. 73421

Cash Letters

• Corrected issue with outgoing cash letter items truncate indicator being set incorrectly when the EPC code is 4. 73579

Reporting

• Added option to Enhanced Duplicate Items Report to ignore amounts when comparing for possible duplicates. This is enabled in the DPODW##.ini, [CSPI.Aurora.Client.Apps.Duplicates], IGNORE-AMOUNT=Y. 73190
• Changed Standard Reports to always produce a report file to the apps drive when a report is run instead of just displaying on the screen. 73454

Returns Manager

• Corrected issue with returned items truncate indicator being set incorrectly when the EPC code is 4. 73579
• Corrected issue with centralized returns items not getting the correct ABA in the 26.3 record. 73399

Statement & Notice Processing

• Added compatibility to the Syntel statement export build application to support Windows 11. 73415

User Security

• Corrected error when resetting user passwords in service based. 73201

Version 9.10.9 WebPoint

Installer Changes

• Changed installer to create c:\_wk folder on the server if it does not exist. 72104

Main Menu

• Added support for a scrollbar to the institution selection dropdown box. 73398

All Items Research

• Improved handling of large query searches. 73718

Customer Research

• Corrected error when searching by name instead of account number. 73508

Version 9.10.8 Mapped Drive & Service Based Client

Transmit to Host

• Performance improvements for Account Convert process. 72191
• Performance improvements for Account Validation process. 72190

Capture / X9 Processing

• Added support back in for local X9 processing. 72363

Cold Reports

• Corrected error when creating a new report status. 71888
• Added ability to add Note Template text to Reports. 71944

Enhanced Duplicate Review

• Improved logic with duplicate review match to return items even if all fields match except the tran code. 42494

Version 9.10.8 WebPoint

All Items Research Converted Item History

• Added support for disabling Tran Recap on converted data. 72049

Version 9.10.7 Server Components

WebPoint Customer Research support for converted Statement PDFs

• Added support for displaying statement pdfs from prior image systems converted data. These statements are only accessible in WebPoint Customer Research and IAMCore.

Version 9.10.6 Mapped Drive & Service Based Client

Capture

• Updated X9 processing to only offer server-side processing instead of local.
• Corrected issue with server-side image rec being stuck in scanning step on some proof runs.

Enhanced Duplicate Review

• Added feature to display the SID of an items capture location.
• Added feature to allow flipping the item to view the rear image.
• Corrected issue with the RBS number being displayed in the incorrect format.

General

• Updated code to support disabling TLS 1.0 & 1.1.
• Updated federal holidays calendar.

Reporting

• Corrected issue with inserted items not displaying on the reject repair journal.

Transmit to Host

• Corrected issue with account conversion item changes not being reflected in WebPoint All Items Research.

 

Version 9.10.6 WebPoint

All Items Research

• Added feature to allow researching future capture dates (ie: switching over to next business date)
• Corrected issue with Tran Recap being available on converted item history.
• Corrected issue with blank tab being opened in Edge when viewing Cold Reports.

 

Version 9.10.5 Server Components

Enhanced Duplicate Review

• Corrected issue with enhanced duplicate review items status getting reset after transmitting with account validation enabled.

 

Version 9.10.4 Server Components

PODM Messenger

• Corrected issue with receivers name being displayed as the message sender.

Version 9.10.3 Mapped Drive & Service Based Client

Transmit To Host

• Corrected issue with Shazam transmit file layout.
• Corrected issue with transmit file locking error about dpodw##.ini.

Version 9.10.2 Mapped Drive & Service Based Client

Transmit To Host

• Corrected issue with warning about credits and debits not being equal.

Version 9.10.1 Mapped Drive & Service Based Client

Transmit To Host

• Corrected issue with account conversion and post.dat layout.

Version 9.10.0 Mapped Drive & Service Based Client

Balance & Repair

• Corrected issue with deposit item corrections giving an error if the user did not tab out of the account field prior to clicking OK.
• Added functionality to handle larger dollar amount items.
• Added functionality to support F6 / inactivate or activate multiple items function.

Enhanced Duplicate Report

• Added feature for items matching on all fields except tran code to still be flagged as possible duplicates.

Statement Printing

• Corrected issue with hold statements not printing correctly out of service based.

Secure Statement Upload

• Corrected issue with the Secure Statement Upload report being cut off.

Transmit to Host

• Added feature to enable Enhanced Duplicate Reporting from the standard Transmit to Host program.

Version 9.10.0 WebPoint

Customer Research

• Added support for institution specific reg-e docs. The doc will need to in q:\00000001\stmts\attachments

General Performance

• General improvements to page responsiveness and navigation side menu.
• Corrected issue where browser zoom settings other than 100% would result in the login box not being displayed.

Version 9.9.0 Mapped Drive & Service Based Client

Account Options

• Added feature to allow users to delete accounts that are inactive or incorrectly entered.

Capture

• Added feature to allow a supervisor to override the “user is still in capture” message when trying to close a run.
• Corrected issue with teller capture runs capturing to the same run number or leaving a SID file in place when going on to the appropriate run number.
• Corrected issue with tiff tags being incorrect on some items processed from an X9 file. The issue was corrected on both server-side and client-side X9 processing.
• Corrected issue with Proof Management screen batch status open/closed run filter selection being reversed.
  Changed default for purge of processed x9 files from 7 days to 45.

Cash Letters

• Added feature to launch the enhanced duplicate check when cash letters are opened.
• Added feature to allow cash letter summary PDFs to open with the default PDF program instead of requiring Adobe Reader.

Balance & Repair

• Added support for account validation within balance & repair for institutions with account types enabled.
• Added support for all keyboards to use the decimal point on the 10-key to be a shortcut for double zero when typing in the amount field.
• Added feature to allow all items in a batch to be inactivated prior to fixing any reject items.
• Corrected issue with the EPC field not being editable in Aurora Balancer.
• Corrected issue with inserted items causing balancer to return to repair mode.

Daily CD Backup

• Added support for long file names on stored reports being added to the daily cd backup file.

Deposit Item Corrections

• Added feature to no longer need the logo image local on a service-based client. The logo will now be pulled through the services when necessary. The path of the logo does need to be in the \dpod\logo folder to work.
• Added feature to enable printing the time and date that deposit correction notices were generated. This can be added by #GNTM variable to the notice template file.
• Added feature to support account type selection during deposit adjustment.
• Added feature to no longer require the day to be reopened to build previously closed business dates deposit item correction notices.
• Added feature to allow a minimum dollar amount to be specified for deposit correction notices to be generated.
• Added feature to no longer build a blank PDF when no deposit corrections were found for the business date.
• Added feature to allow the account number to be masked out on deposit item corrections.

Enhanced Duplicate Item Reporting

• Added logic to return items as possible duplicates that have matching amount, check and account fields but different trancodes.

 

Statements

• Added feature to allow the statement type and date to be added to the Syntel outsource statement filename.
• Added feature to include the statement name/type on the missing image report.
• Corrected issue with Syntel outsource statement file not having the correct ending lines in the file.

Version 9.8.22 Mapped Drive & Service Based Client

Balancer

• Corrected issue with not being allowed into batches of work while capture was still open. Now batches of the same pattern type as the work being captured can be entered.

Cash Letters

• Corrected issue with an error when attempting to open Cash Letters without a run selected.

Image Interfaces

• Corrected issue with GL transactions not returning an image when the core has added prefix numbers to the account as it was transmitted.

Reporting

• Corrected issue with exception after reviewing the last item during the Enhanced Duplicate Report.

Version 9.9.0 WebPoint

Customer Research

• Corrected issue with search by name returning an error.

COLD Reports

• Added feature to allow searching of reports by specific reports, all reports or by group.

Version 9.8.21 Mapped Drive & Service Based Client

Balancer

• Corrected issue with deskew image function giving method not found error.
  Corrected issue with Deposit Item Corrections not able to locate accounts when extra leading zeros were in the account number.
  Corrected issue with Deposit Corrections not inserting in batch at the highlighted location.
  Corrected issue with Deposit Item Corrections when charging to GL accounts.
  Corrected issue with Deposit Item Corrections allowing alpha characters in the account number box.
  Corrected issue with F9 not always going to the next out of balance transaction.
  Corrected issue with balancer program losing focus after user enables num-lock.
  Corrected issue with entire batches being inactivated but the batch ticket being left at the original amount.
  Corrected issue with deposit corrections not having the new image template layout.
  Corrected issue with Deposit Item Corrections giving an error when the name and address were not located in the CIF database.
  Corrected issue with inactive all function not adding all items to the modified item report.

Capture

• Corrected issue with virtual endorsement not applying on server-side processed x9 files.
  Corrected issue with program giving an error when unable to cleanup old image files.

Cold Reports

• Corrected issue with some reports being stored twice.

Dynamail Statements

• Corrected issue with automation error when trying to generate email statements.

Enhanced Duplicate Report

• Added feature to sort items by RBS instead of account number.
  Corrected issue with some duplicates not being found between inclearings runs for onus duplicates.

Modified Item Report

• Added inactive items to be included on the report.

Proof Management Screen (PODM)

• Improved load time when reopening a day and viewing batches on a previously closed day.
  Improved efficiency of screen refresh when batches change to various statuses.
  Corrected issue with intermittent errors when entering a batch.
  Corrected issue with batches not always being locked properly when a user has entered balancer.

Secure Statement Upload

• Added feature to allow users to print a report of any invalid accounts at upload time.
  Added feature to allow users to add pdf inserts into estatement documents.

Security Administration

• Added feature to allow admin user to auto launch Security Administration from the main menu of the Service Based client.

Statement Export

• Added feature to allow custom file name changes for Syntel Export.

Transmit To Host

• Added support for New RBS in Compusource transmit application.

Version 9.8.21 WebPoint

Customer Research

• Added functionality to allow multiple statements to be printed to PDF at once.

Cold Reports

• Added functionality to allow report searches by ReportID or Description.

Version 9.8.20 Mapped Drive & Service Based Client

Account Options

• Corrected issue with Account Level Options reporting when running a report for accounts set to email delivery but without an email address on file.

Capture

• Added support for SmartSource Pro/Value model CAPI files for scanners shipped in 2019.
  Corrected issue with server-side X9 processing pointing backup references to the original name of a processed file instead of the post-processed name.
  Corrected issue with some MEA mobile deposit files having an incorrect TiffOrder on the properties of the image(s).
  Corrected issue with an error in Aurora Balancer when pressing I to inactivate all items while in repair mode.
  Corrected issue with starting a new scanner run when a server side X9 run had been processed prior.
  Corrected issue with memo post process not being called for all batches.

General

• Added functionality to support silent install deployments of the base client and service pack installs.
  Corrected issue with ImageNotAvailable.png generic image not being installed on new workstations.
  Corrected issue with viewing Daily CD’s and only being able to display the rear image when both images were present.
  Corrected issue with PODM support override code not allowing leading zeros.

Report Navigator

• Added functionality to handle spaces at the end of the report processing/store list.
  Simplified the configuration for Report Feeds & Note Templates

Returns Manager

• Added functionality to allow sys_admin group user passwords to be used as an override code for close day and IRD reprinting.

Security Administration

• Added Security Administration functionality to the service based client. This includes the ability for group administrators to reset user passwords, set up new users and modify access rights for any user within the group they are administrator for.

Version 9.8.20 WebPoint

All Items Research

• Added functionality to display modifications for an item in All Items Research. To view the past revisions to the item simply right click an item and select View Item Changes.
  Corrected issue with Aurora Document signature cards not being displayed properly.

Customer Research

• Added functionality to handle prior host statement type / design layouts. This allows prior statement layouts to differ from current layouts but keep design modifications correct for both the current and prior. Contact support to have this feature configured for your financial institution.
  Corrected issue with images not appearing on NSF notices if images were set to begin on page 1.
  Corrected issue with the Try Again button not responding when no results were found on a prior search.

General

• Corrected issue with licensing between WebPoint and the client software.
  Corrected issue with CreateWebPointWebsite install executable.

Reporting

• Added Reports for Reimaged Items, Modified Item Totals by User, Modified Item Totals by Selector, Modified Item Detail, Master Transaction listing, Group User Rights, CAR Stats Report by Document Type and Car Stats Report by DocType-Location.

Version 9.8.19 Mapped Drive & Service Based Client

 

Capture

• Added feature to process X9 Merchant and Inclearings files server-side instead of client-side to improve processing times. This feature can be enabled using the checkbox on the pattern selection screen during import.
  Added feature to X9 processing for backups to be moved first into a Backup folder and then a business date. Backups will be stored for 45 days before being purged unless settings are specified longer, shorter or disabled.
  Added inactivate feature to Amount Key program.
  Added feature to Image Rec to verify all items for the selected run are present in the WebPoint database. Any missing items will be reindexed at that time.
  Added feature to improve scanner DPM performance by disabling some unused scanner imaging options.
  Added feature to improve Image Reconcile verification speeds.
  Corrected issue with generic credit image being a Batch Header template instead of Fed Credit template.
  Corrected issue with oversized X9 bundle batches creating an error on image upload.
  Corrected issue with car/lar lock up on certain batches.

Cash Letters

• Added feature to process X9 Merchant and Inclearings files server-side instead of client-side to improve processing times. This feature can be enabled using the checkbox on the pattern selection screen during import.
  Corrected issue with two copies of CSPI51 report being created.

Cold Reports

• Added feature to Cold Store to pull Cash Letter PDF reports from under the date folder.
  Added feature to allow skipping separator pages in stored reports.

IAM Image Request

• Added feature to image requests to return an image if last 8 digits of a check number match, even if numbers beyond 8 digits are not found.

Proof Management Screen (PODM)

• Added feature to allow multiple messages to be marked as read at once.
  Added SSO to PODM screen for one-click launching WebPoint research.
  Removed requirement for a run/batch to be highlighted before the Outgoing Cashletter button becomes active.

Research

• Corrected issue with All Items Research only displaying back images when viewing daily CD/DVD’s.

Reporting

• Added feature to allow Standard Reports to automatically select runs included in a particular transmit or cash letter session.

Support Utility

• Added feature to MDB to SQL conversion utility to handle incorrect entries in the STMTS## and NOTICES## mdb files.
  Added feature to pattern generation to populate the SQL database with the institution name and number.

Version 9.8.19 WebPoint

Customer Research

• Corrected issue where the last account in the notice file would get a duplicate copy of the image page PDF.
  Corrected issue with the begin date / end date being the same on the image pages for some statement types.

User Security

• Corrected issue where users without a password expiration date set would get asked to set a new password at login.

Version 9.8.18 Mapped Drive & Service Based Client

Aurora Balancer

• Added feature to allow multiple runs to be image reconciled and/or closed at a time.
  Added support for security administration by function (akey, repair & balance).
  Added support for Canadian item routing number dash.
  Added support for printing an item from within Balancer.
  Added support for Page Up/Down key functionality in Classic repair mode.
  Added support for Account Validation switch to enable or disable account validation review in balancer.
  Added support for closed accounts to be prompted for review when account validation is enabled.
  Corrected issue with F2 function not always saving changes if the field terminator or enter key had not been pressed after entering new field info.
  Corrected issue with activity logs containing duplicate entries for the same change.
  Corrected issue with slow batch opening with items over 300 per batch.
  Corrected issue with decimals being allowed in the account number field.
  Corrected issue with the focus returning to the top item in a batch after keying data into a field.
  Corrected issue with S key being input into item fields when pressing S to open search dialogue.
  Corrected issue with error when changing field focus after deleting a fields contents.
  Corrected issue with batch being allowed to save when batch ticket was inactive or not present in the batch.
  Corrected issue with allowing the MOD column to be clickable/sortable.
  Corrected issue with two digit operator codes not reporting correctly.

Cold Reports

• Added support for Episys host type.
  Added support for removing form feed characters through the DPCSDELETEFF utility.
  Corrected issue with report status and notes not being refreshed when returning to the navigator screen.

Proof Management Screen (PODM)

• Added the currently logged in user to display in the bottom right.
  Added feature to verify image move is finished moving images prior to allowing PODM to be closed. This should prevent users from closing out of the software and shutting down the workstation prior to all images being copied to the network.

Reporting

• Added feature to the enhanced duplicate reporting to track an items review status if the user exits before reviewing all items.
  Added feature to the enhanced duplicate reporting window to help show which item images are currently being displayed.
  Added feature to the enhanced duplicate reporting display to include dashes in the RBS.
  Added feature to the enhanced duplicate reporting display the user who made the review decision of an item.
  Added new Car Stats Report via WebPoint. Support setup is required.
  Corrected issue with enhanced duplicate reporting giving an error if the user had not opened PODM for the day.
  Corrected issue with Account Options Reporting when criteria is set to all accounts set to email delivery but not having an email address present for the account.

Statement Printing

• Corrected issue with ImageMan trial screen being displayed during export build.

Version 9.8.18 Server & WebPoint

Proof Management Screen (PODM)

• Added year to the date displayed below item images on PDF printouts.
  Corrected issue with close out X button being located at the bottom of PDF printouts instead of at the top.
  Corrected issue with All Items Research and Customer Research PDF printouts not displaying in Chrome and Firefox Browsers.

Version 9.8.17 Mapped Drive & Service Based Client

Proof Management Screen (PODM)

• Added feature to allow multiple runs to be image reconciled and/or closed at a time.
  Corrected issue with multiple changes to PODM filters causing the screen to stop updating when additional filter selections were made, prior to the previous filter changes being applied. Also added local cache to batch status on workstation PC’s.

Deposit Correction Notices

• Corrected issue with building Deposit Correction Notices on closed dates.

Reporting

• Added Enhanced Duplicate Item Reporting to Mapped Drive and Service Based Clientfor on-demand duplicate verification’s for on-us and transit items.

General

• Added support for accepting spaces in login passwords.
  Added support for updating WebPoint with AcctConvert.exe account number changes.
  Added feature to Config File Utility to verify all required fields are configured before allowing the user to save/exit.
  Changes to POD X9 build to not insert 70 records when building export files.
  Corrected issue with merged statements having duplicate account numbers present in the database from the pre-merged accounts. Now the pre-merged instances will not be left in the database after the merge.

Aurora In-Line Balancer

• Added support for Aurora In-Line Balancer
  Added support for In-Line Amount Key
  Added support for In-Line Account Validation
  Added support for In-Line Deposit Corrections
  Added support for viewing multiple images at once in Aurora In-Line Balancer
  Added support for choosing color scheme and other preferences in Aurora In-Line Balancer

Version 9.8.17 Server & WebPoint

Customer Research

• Added support for statements with attachments set to “all dates”.

COLD Reports

• Added support for filtering “View by Date” results by Report ID and Description field text.
  Added support for column sorting in “View by Date” results.
  Version 9.8.16 Mapped Drive & Service Based Client

Item Processing

• Added support for Aurora Repair Agent, a fully redesigned replacement for Amount Key, Repair & Balance. *Requires support assistance to enable.
  Added support for redesigned Deposit Correction adjustments.

General

• Added backwards compatibility for 32 bit client workstations using SQL security.

Version 9.8.16 Server & WebPoint

Customer Research

• Corrected issue with item results including non-onus items.

General

• Changed shortcut to Users Manual to open in a new tab.
• Corrected issue with spaces in the default server side config file.

Reports

• Added support for assigning/removing access to individual reports.

Version 9.8.15 Server & WebPoint

All Items Research

• Added Support for building historical dates that reside on archive data drives.
• Corrected issue with 8 digit routing number searches requiring a leading zero be entered by the user.

Customer Research

• Added support for separate image page printing preferences. These were being previously utilized in the client but not WebPoint.
• Corrected issue with page navigation buttons not working when multiple pages of items are returned.

Cold Reports

• Added Report Navigator function to Cold Reports
• Added Security Management for individual SSRS installable reports.

Version 9.8.15 Client

Capture

• Added support for SQL reporting on car/lar read rates. A SQL report can be generated now that will display read rates stored in the SQL database.
• Corrected issue with BOFD routing number being set to the routing number an item is drawn on, instead of the actual BOFD. This issue only occurred if the origin routing number was set as an inclearings routing instead of merchant.

CD Build

• Added support for archive drives to Statement CD build.

Cold Reports

Added functionality to allow incorrect report ID’s to be corrected after storing.
Added functionality to Gyrate for reports that are being stored a second time and have already been gyrated once. Gyrate will skip the report now when it sees the report a second time.
Corrected issue with new report groups not being displayed the first time they were stored to.

Returns Manager

Corrected intermittent error experienced when returning an item without a virtual stamp selected.

Secure Statement Upload

Corrected issue with object reference error when an account is set to email delivery but does not have an email address in the CIF. A user-friendly message will be displayed now.

Security Administration

Added support for override code to be allowed for security administration when Active Directory integration is enabled.

Sonic Memo Post Interface

Added support for encrypted memo post transaction messages.

Statement Processing

Added support for printing the account number on combined statement image page headers.
Added support to Service Based client for Syntel Export.
Added support to exclude putting items in the onus index, based off trancode. This was added to support excluding virtual deposit slip images on statements.
Added support for multiple statement document types for Verafin export.

 

Version 9.8.14 Job Scheduler

Automated Job Scheduling

Added Nightly Proof Archival utility to support migrating data from a single images share to archive locations.

Version 9.8.14 Server & WebPoint

Report Research

Added toolbar button for Search/Find to the cold report viewer.
Added support to Report Research for Archive Drives.
Corrected issue with report viewer not allowing the user to scroll beyond a certain point within reports with incorrectly formatted email addresses.
Corrected issue with some reports failing to open.
Corrected issue with some reports that contained account masking for numbers shorter than the mask template.
Changed WebPoint installer to no longer set up or change IIS website and IIS settings.
*Installer Note: Please document current IIS settings prior to upgrading to this version as the sites will have to be setup manually for the first upgrade since this change.

Version 9.8.13 Client

Capture

Added feature to pause PODM screen refresh when Inclearings/eDeposit or scanner capture applications are open.
Corrected issue with Inclearings/eDeposit program creating car jobs for non-car work.
Corrected issue with multiple repairs within the same batch/item not being recorded.
Corrected issue with POD Management screen messager error.
Corrected issue with item history retention when multiple changes were done to the same item.
Corrected issue with capturing work to 01-01-01 date when temporary files were removed after capture had been started.

Notice Printing

Added feature to restrict printer selections available to the user, by institution.

Statement Printing

Added feature to include the statement document type name into the export file name for TSYS export files.
Added feature to generate a printed accounts report at the end of statement printing. This is available on the Account Defaults tab of statement printing.

Security Administration

Added feature to restrict user institution access to only institutions that the group the user is a part of has access to.

Transmit to Host

Added support for Kirchman transmit program on new RBS.
Added support for DCI transmit program on new RBS.

Version 9.8.13 Server & WebPoint

All Items Research

Added support for viewing Aurora Document signature cards when viewing an item in All Items Research.

Customer Research

Added feature to allow statements to be reprinted with images, even when an account is set to “truncate images” in account options.
Corrected issue with bank logo causing statement PDFs to stop loading.

General

Corrected issue with pages timing-out but not redirecting to the login screen.
Improved performance of applications that update SQL for current batch status, reducing the frequency of times the applications read and check for updates to SQL tables.

Report Research

Corrected issue with large PDF reports not displaying.
Improved performance of View by Group screen display.

Version 9.8.12 WebPoint

Cold Reports Viewer

Corrected issue with print selection of “Print Range” not sending print jobs to the que.

Version 9.8.11 Client

Capture

Added feature to prevent zero amount items in Amount Key unless a zero amount was entered by the user.
Corrected issue with branch location not displaying in the Balance and Repair program title bar.
Corrected issue with inactivated Amount Key items being active in Balance and Repair.
Corrected issue with hang in processing batches in the Car/Lar application.
Corrected issue with lar-jobs being created for batches captured through X9 files.
Corrected issue with adding/displaying more than 40 PODM view templates.
Improved performance of Account Validation in Balance and Repair program when zero on-us items exist in the batch.

Cold Reports

Improved Report Notes to prevent any changes to original text when adding new text to a note.
Improved report subscriptions to verify a user has an email address setup in User Security Administration before allowing the user to be added as a subscriber.

Support Utility (internal use only)

Improved database rebuild for statement/notice dates to remove statement dates that no longer exist for the date range being rebuilt.

User Security Administration

Corrected issue with null error when assigning group or individual user rights for Cold Reports in User Security.

Version 9.8.11 Server & WebPoint Cold Reports

Added support for printing Cold Reports when a local print que is unavailable on the workstation.

Version 9.8.10 WebPoint

Replaced controls that display report dates and groups.

Version 9.8.9 Client

Cold Reports

Added history retention to report notes.
Added validation to verify a user has an email address on-file through security administration before they can be assigned as a subscriber or stakeholder.

Balance & Repair

Improved processing time for account validation check.

Version 9.8.9 WebPoint

Cold Reports

Added history retention to report notes.

Version 9.8.8 Client

Cold Reports

Added note title field.

Version 9.8.8 WebPoint

Cold Reports

Added support for attaching notes to PDFs. The notes can be applied to the report as a whole but does not apply to a particular line number.
Added direct-print button to Cold Reports. This can be accessed through the main menu printer icon, or by pressing CTRL+P.

Version 9.8.7 Client

Account Options

Removed Undefined as an account type choice.

Balance & Repair

Changed account validation process to use dpodw## settings instead of presence of account types settings for knowing if account types are enabled.

Close Day / Archive

Added logic to handle empty or missing rptset.xml files for banks not setup for Cold Reports.

Installer

Added Scheduled Store Manager Program to service pack installer.
Corrected issue with Item Correction data being reset to defaults during the base install.

Main Menu

Added support for pointing one client to multiple POD servers through the dpcsisel application.

Report Retrieval

Added support for Report Subcription Emails to stakeholders of a report during the store or changes to a stored report.
Corrected Becubed error when highlighting over 14 pages of text for copying.

Signature Cards

Added feature to accommodate conversions of account types in signature cards.
Added support for moving signature card data through services instead of mapped drives.

Version 9.8.7 Server & WebPoint

COLD Reports

Added feature for searching text of reports across date range and multiple reports at the same time. *Contact support for setup.

Customer Research

Added support to handle decimal font sizes for PDF printing.
Corrected issue with statements saved as lowercase filenames not being able to open.

Reporting

Added reporting to view access / viewing of reports. * Contact support for setup.

 

Version 9.8.6 Server

WebPoint Research

Corrected issue with “unable to create image view” error when viewing items in Item Research and PDF errors when viewing Statements or Notices in Customer Research.

Version 9.8.5 Server & WebPoint

COLD Reports

Added menu option and support for viewing COLD Reports in WebPoint.

Version 9.8.4 Client

Account Options

Corrected issue with image presentation defaults when importing new accounts to SQL.

Capture

Added feature to Balancer Account Validation to prompt closed accounts to be reviewed.
Added feature to Transmit to Host to show closed accounts for review, when Account Validation is enabled.
Added feature to Transmit to Host for Fidelity customers to support 4-digit tran codes.
Added feature to EXCP export to ignore original BOFD for item export customers.
Corrected issue with Account Validation review error when item being reviewed had no image.
Corrected issue with Amount Key where inactivated status was not being carried through to balancing.
Corrected issue with Inclearings / X9 3rd Party Merchant File processing where files had to be previewed before processing.
Corrected issue with Inclearings totals screen displaying the incorrect total at the end of processing 3rd Party Merchant Files.
Corrected issue with screen refresh of captured items for Canon and SmartSource scanners while to keep the screen focus on the newest captured item.

Signature Cards

Added feature to warn a user before replacing an account document during bulk import.
Added feature to support moving Signature Cards through server services instead of mapped drives.

Customer Support Tools

Added feature to allow individual date ranges to be purged when dates need removed from statement history, without requiring the entire history to be purged and rebuilt.

WebPoint Research

Added feature to support building historical data into WebPoint for dates that exist on an archive drive.
Added feature to support building historical data into WebPoint for converted data that did not contain a SID number.
Added feature to re-try loading batches into WebPoint research three times when a communication issue has occurred with the SQL database.
Corrected issue with loading selectors to SQL when selectors contained MISC field information.
Corrected issue with Check Adjustment information being incorrect.
Corrected issue with PDF errors when building a research report.
Corrected issue with searching on 16 digit account numbers.

Version 9.8.3

Server Applications Only Release

 

Version 9.8.2

Account Options

Added feature to handle duplicate entries of the same user in CIF import files.
Corrected issue with error when removing more than one sensitive account at once.
Capture

Added feature to POD Management screen to display the user currently accessing a batch.
Added feature to allow one user to capture images for items needing reconciled, but let another user reconcile the images from another pc.
Cash Letter Build

Added feature to build paper listings automatically when electronic is built. This enables cash letter listings to be viewed while the day is closed.

Version 9.8.1

Account Options

Added feature to support ” ” included in customer names.
Capture

Added feature to support pocket breakout on Canon scanners.
Notice Printing

Corrected issue with secondary notice types not respecting account delivery preferences.
Reporting

Corrected issue with Reimaged Items Report.
Corrected issue with Account Level Options Reporting for “truncate images” accounts.
Corrected issue with User Security Report being blank.
Statement Export

Added feature to support separate statement image pages for combined accounts.

Version 9.8.0

Account Options

Added feature to prompt if entering an account number that does not exist already. If “yes” is answered at the prompt, a new entry in the accounts database will be created.
Capture

Added ability to process XML-style deposit files
Corrected issue with invalid RBS numbers assigned to stubbed batches.
Corrected issue with Canon capture application not writing a job file for each batch.
Corrected issue with SmartSource Pro/Value capture application not writing a job file for each batch.
Daily CD / Statement CD

Corrected issue with errors on build.
Corrected issue with viewing encrypted Cold Reports from a CD.
Signature Cards

Added feature to allow signature cards to be moved through Aurora Services.
Statement Printing

Added feature to allow accounts marked as “holds” to be skipped and printed individually.

Version 9.7.1

Account Options

Corrected issue with Account options import on address lines that were greater than 40 characters.
Corrected issue with using Sensitive Account field.
Capture

Added feature to allow a run to be forcibly closed from the PODM screen to prevent batches from being added to a run.
Added feature to allow SmartSource Elite scanners to use a preset endorsement. (c:\smartsource\cse\smartcfg.ini)
Added feature to allow Record 26 entries to be omitted.
Added feature to Car/Lar to allow documents without an ABA or Trancode to be set up as a document type.
Corrected issue with SmartSource Image Reconcile report button being grayed out.
Cash Letter Manager

Updated User Interface
Added feature to allow cash letter building by a transmit session.
Notices

Added feature to allow the notice delivery to be set to “Do Not Generate”.
Returns Manager

Added feature for Reprocess Notices.
Added new return reason codes.
Added ability to use a local routing database.
Added feature to recognize any E## patterns as EIR.
Added feature for Frost Custom Returns Filename.
Corrected issue with returns file build looking for BOFD of all zeros instead of all spaces.
Secure Statement Upload

Corrected issue when changing document types, the calendar dates would not refresh until viewing a different month.
Standard Reports

Added feature to allow printing totals by a transmit session.
Corrected issue with modified item report displaying “file not found” intermittently.
Transmit To Host

Added feature to allow printing totals by a transmit session.
Added feature to allow transmitted runs to be skipped when running the On-Demand duplicate report
Corrected issue with duplicate report on first week of a new year.
User Security

Corrected issue with sensitive account list when running in MDB mode only.

Version 9.7.0

Capture

Added option to skip processing record 61 in third party X9 files.
Added logic to allow virtual endorsement font size to be changed.
Added logic to automate F9 function whenever F2 is pressed in batch balancing.
Added logic to backup files processed by Fed Inclearings/eDeposit to be moved to a date folder in the original file location.
Added logic to allow an automated “account replace” at the time of processing files through Fed Inclearings/eDeposit.
Fed Inclearings

Added logic to re-save all images to correct incorrect image headers passed on from the Fed.
Cash Letters

Added logic to use record 26 if other records are missing information.
Added logic to give a user friendly message if an illegal character is found in the ABA field of a transit item.
Customer Information File Import

Added feature to compare previous and current import files and only import the differences. This feature will need setup by a software support representative.
CD Backups

Added logic to include STMT.IMG file on backup CD/DVD’s.
Added logic to include Chargeback Notices on backup CD/DVD’s.
Customer Research

Add logic to handle “copy of” statements properly when reprinting from Customer Research.
RCK Notices

Added feature to print RCK notices as well as make them available in Customer Research
Report Retrieval

Added new recognition feature that allows recognition of new reports without programming changes.
Statements

Secure Statement Upload
Syntel statement Export