> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nuevesolutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Release Notes

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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.

### 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

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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.

### 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

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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.

### 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

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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.

### 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

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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.

### 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

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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.

### 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
