v2.0.0 — May 21st 2026 (⭐)
Expanded Automate Banking with a redesigned automation platform focused on intelligent workflow orchestration, flexible execution scheduling, advanced file-processing capabilities, and high-performance banking operations at scale.Features
- Introduced a completely redesigned Console UI with improved workflow management and modernized user experience
- Added one-time and recurring execution interval support for flexible automation scheduling and processing control
- Introduced switch-case automation handling to support multiple workflow cases within a single automation, reducing the need for separate automation configurations
- Added optimized customer pre-filtering and workflow partitioning to improve automation execution performance and reduce redundant SDK calls
- Added advanced file-processing workflows with automated file parsing, delimiter detection, and customer resolution support
- Integrated Caliper APIs for customer account retrieval, balance evaluation, and transaction-based automation workflows
- Added parallel batch-processing support for high-volume banking operations
- Enhanced file-based automations to support multiple configured actions per customer workflow
- Added source group tracking for automation consistency across file-processing workflows
- Introduced validation decorator support for file-processing criteria and workflow validation
Fixes & Improvements
- Improved operator and range evaluation handling for automation criteria processing
- Enhanced logging and exception handling across automation and file-processing workflows
- Improved consistency and reliability of Q2 API operations during processing tasks
- Removed legacy GroupMover extension files and unused templates to streamline platform maintenance
v1.4.0 — Apr 09th 2026
Enhanced the Automated Banking Console with expanded file-based processing capabilities and improved architectural foundations.Features
- Added complete support for file-based automation processing with new file-processing routes and configurations
- Refactored dependency injection from Injector-based implementation to a factory pattern using
create_services() - Unified database state management for both automation and file-processing workflows
- Added new criteria support for validating user open accounts against configurable product IDs
- Added new database configurations for file processing, timeout handling, and product code filtering
- Refactored routing logic by renaming process_entrypoint to process_member_group
Fixes & Improvements
- Improved database error handling with enhanced null checks and defensive validations
- Enhanced SFTP file retrieval with improved logging and exception handling
- Removed unused navigation routes and improved overall code maintainability
v1.3.0 — Feb 23rd 2026
Enhanced Automate Banking with improved processing performance and expanded SFTP integration support for Q2 environments.Features
- Added Q2 SFTP integration support using the q2_open API for /mnt/sftp path handling in Q2 PTE environments
- Added multi-encoding fallback support for bankruptcy file processing from SFTP sources
- Improved minimum deposit criteria processing with early-exit optimization to reduce unnecessary API calls
Fixes & Improvements
- Fixed missing hq_credentials parameter handling in GetUserAccountList API calls
- Improved validation and logging for SFTP file operations and path management
- Enhanced exception handling for file processing workflows
v1.2.0 — Jan 21st 2026
Enhanced Automate Banking with expanded automation processing capabilities, improved transaction filtering, and additional workflow configuration controls.Features
- Added advanced minimum deposit filtering with configurable date ranges and pagination support
- Implemented automated CSV file processing with preview and execution modes
- Introduced configurable Cron and Preview card visibility controls for report-generation workflows
- Added improved Q2 transaction processing with date-based history filtering and deposit-only support
- Added new automation criteria for “User does not have account type”
- Reorganized and enhanced automation criteria configurations
- Introduced updated frontend components with responsive layouts and modernized styling
- Added new utility support for date calculations, filesystem operations, and action mapping
Fixes & Improvements
- Optimized timeout handling for large processing operations
- Simplified direct deposit verification workflows
- Removed redundant transaction validation methods
- Improved overall automation processing efficiency
v1.1.0 — Dec 1st 2025
Migrated Automate Banking from Central Extension to Console, delivering an improved management experience and expanded personalization capabilities for financial institutions.Features
- Added centralized API routing for automation management workflows
- Introduced the Personalized Dashboard tab within Scenarios
- Added support for image and video-based dashboard content experiences
- Enhanced frontend support for personalized advertising criteria configurations
- Updated validation and configuration handling for new dashboard display experiences
Fixes & Improvements
- Improved age verification workflow performance with optimized batch processing
- Improved application logging and response consistency
- Enhanced environment configuration management
- Improved utility handling for request processing and data parsing
v1.0.0 — Nov 6th 2025
Introduced the first release of Automate Banking, providing financial institutions with automated user management and rule-based banking workflows on the Q2 platform.Features
- Automated group mover for dynamic Q2 user segmentation
- Rule-based automation engine for user lifecycle workflows
- Automated movement of users between banking groups based on eligibility and activity
- User notification support via email, SMS, and push notifications
- Inactivity and access management workflows
- Fraud and risk-based user restriction workflows
- Centralized automation controller and workflow processing architecture
- Validation and field sanitization support
- SDK module integrations