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v2.3.0 — Upcoming

Added per-automation preview control, customer filtration error reporting, FI-level customization for criteria and action names, one-off template testing, and a bankruptcy file criteria fix.

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Features

  • Added per-automation preview mode, allowing preview to be enabled or disabled independently per automation instead of one global toggle
  • Added capture and reporting of customer filtration errors, grouped by error message, instead of silently dropping affected customers
  • Introduced a centralized Wedge-first/constants-fallback utility for FI-level customization of criteria and action names, requiring no redeploy
  • Added a “Test Template” action on Email, Text, and Push templates to send a one-off test directly from the console

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Fixes & Improvements

  • Fixed bankruptcy file criteria regex to handle trailing columns and CRLF line endings, plus added a wedge-config override for required file columns

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v2.2.0 — Sep 7th 2026

Standardized criteria and switch-case processing across automations, added user-scoped notifications and reporting, unified case updates, and improved resumable inactive-user processing with account validation fixes.

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Features

  • Standardized criteria processing using CriteriaResult and ChainScope contracts, enabling consistent customer- and user-level filtering across automations
  • Added per-user pool claiming so individual users are exclusively processed by the appropriate switch-case, preventing unintended duplicate actions
  • Extended matched-user scoping to Email, SMS, and Push Notifications to prevent active co-account users from receiving notifications intended for specific users
  • Added customer and user name resolution through REPORT_CUSTOMER_FIELDS and REPORT_USER_FIELDS, replacing bare IDs with meaningful details in automation reports
  • Added the update_case_data endpoint to process criteria and action updates, including inserts and deletions, in a single request
  • Migrated 10+ criteria to the standardized result contract with cached user resolution for improved consistency and performance
  • Enhanced days_since_last_login processing with ArdentFS-based pagination and persistent state tracking, allowing processing to resume across execution cycles
  • Added automation-level cache scoping to maintain independent processing state for each automation case and prevent cache conflicts
  • Optimized switch-case processing by allowing multiple cases to share a common candidate pool, reducing unnecessary Q2 API calls
  • Implemented per-page user claiming so users matched by earlier switch-case conditions are not re-evaluated by subsequent cases
  • Added cycle-draining logic to ensure paginated inactive-user processing completes successfully without leaving partial results
  • Updated ALL-type automations to include complete customer and user details instead of only IDs
  • Added criteria for evaluating user accounts with product ID filtering and external account exclusion support

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Fixes & Improvements

  • Fixed an issue where if_all_in and if_not_all_in operators incorrectly returned True for customers without active accounts
  • Added an early False result when the active values collection is empty, preventing incorrect subset evaluations
  • Refactored active-value handling logic to improve readability and maintainability
  • Improved automation key sorting, cache-state recovery, logging, and backward compatibility for existing GROUP-type and standalone automations
  • Added configuration options for inactive-user pagination, bulk ALL-type criteria, bankruptcy required columns, and external product exclusions
  • Renamed ACCOUNT_STATUS_ID to OPEN_ACCOUNT_STATUS_ID for improved configuration clarity

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v2.1.0 — Jul 31st 2026

Expanded Automate Banking with enhanced SMS, push notification, and file-processing capabilities, along with improved execution scheduling and data privacy controls.

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Features

  • Added support for SMS templates, including variable mapping, template persistence, and management APIs
  • Introduced configurable execution windows across Email, SMS, Push Notifications, Group Move, and Disable User actions to ensure automations run only within defined time windows
  • Enhanced HOURS-based recurring automations to retry skipped or failed executions by preserving the last execution timestamp when actions are blocked by execution windows or Q2 API failures
  • Updated the Disable User workflow to operate directly on matched user IDs, preventing unintended disabling of active co-account users, and added a configuration option to control user status changes
  • Enabled push notifications to be delivered to all registered devices, added variable mapping support for push templates, and introduced a demo push notification capability for testing
  • Unified dynamic variable resolution across Email, SMS, and Push Notification templates, supporting configurable user field mappings from the Q2 API
  • Added customer name resolution for report generation, enabled report delivery after each processed file, and introduced execution interval support for file-based actions
  • Added automatic masking of account numbers in CD Maturity processing to improve data privacy (for example, 1282252301 → ******2301)
  • Added independent preview and processing controls for File Central, separate from existing file records processing controls
  • Added new configuration options for execution windows, File Central preview and cron card visibility, automation report subject, and logon status filtering for Days Since Last Login criteria

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Fixes & Improvements

  • Improved null handling, standardized criteria matching logic, and corrected recurring automation start time initialization for more reliable scheduling

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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.

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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

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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

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v1.4.0 — Apr 09th 2026

Enhanced the Automated Banking Console with expanded file-based processing capabilities and improved architectural foundations.

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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

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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

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v1.3.0 — Feb 23rd 2026

Enhanced Automate Banking with improved processing performance and expanded SFTP integration support for Q2 environments.

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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

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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

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v1.2.0 — Jan 21st 2026

Enhanced Automate Banking with expanded automation processing capabilities, improved transaction filtering, and additional workflow configuration controls.

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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

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Fixes & Improvements

  • Optimized timeout handling for large processing operations
  • Simplified direct deposit verification workflows
  • Removed redundant transaction validation methods
  • Improved overall automation processing efficiency

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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.

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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

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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

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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.

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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