Release Notes - Nueve Solutions

v1.7.0 — Upcoming

Back Office Tool Enhancement — Added functionality for administrators to view user CD renewal and closure preferences.
CD Pre-Closure & Renewal Implementation — Introduced support for pre-scheduled CD closure and renewal workflows.
Corelation Core Improvements — Enhanced system logic for improved account correlation and relationship handling.

Reporting System Implementation — Added support for sending secure messages to administrators upon specific CD actions performed by users.
Enhanced Wedges — Updated HIDE_RENEW_TILE_CD and HIDE_CLOSURE_TILE to support both account type and sub-account type conditions.
Core Optimization — Improved correlation logic to ensure newly created accounts are properly linked in joint relationship scenarios.
Signature Card Implementation — Enabled automatic delivery of signature cards to users upon successful CD renewal.
Renewal Flow Enhancement — Added support for multiple Terms & Conditions with checkbox acknowledgments and associated URLs.
Default Flow Core Enhancement:
- Closure Flow Improvement — Introduced functionality to capture closure reasons during the CD closure process.
- Renewal Flow Improvement — Introduced a comment field to capture additional user input during the renewal process.

Email Notification Implementation — Added support for sending email notifications to end users upon performing specific CD actions.
New Wedge — ENABLE_EMAIL_NOTIFICATION — Controls whether email notifications can be sent to end users.
Integrated Savings and Money Market account opening flows for one Financial Institution.
Introduced additional security validations before performing post actions.
Implemented dynamic fields for core calls based on scenario requirements.
Added scenario-level Custom UI handling to support FI-specific UI behavior.
Added a new wedge key ACCT_NUM_HADE_VALID_KEY for enhanced validation of user accounts before allowing any actions.
Integrated a Default Flow Core Adapter that sends secure messages on CD renewal or closure instead of making an actual core call.

Added configuration: NON_CD_ACCOUNT_TYPES for calling the Create API for both Non-CD and CD accounts.
Updated wedge key name: Renamed EXCLUDED_SAVINGS to EXCLUDED_SAVINGS_TYPES for better clarity and consistency.
Integrated new core adapter: Integrated CoreProApi for Fiserv DNA.
Added new flag: DESCRIPTION_FROM_CORE — when set to true, the interest plan name is retrieved from the Core and displayed in the UI using the wedge RENEWAL_SKIP_TERM in both the Terms dropdown and the View Current Rates modal.
Added new feature: Enabled the ability to send secure messages to end users upon performing specific actions.
Added new wedge: ENABLE_SECURE_MESSAGE — controls whether secure messages can be sent to end users.

New Core Adapter Added — Integrated Fiserv Premier Open Communicator as a core adapter.
Enhanced Wedge Configuration Access — Enabled wedge configuration access for financial institutions with multiple regions, as well as through ABA values for banks sharing the same configuration.
Dynamic Secure Message Body — Implemented support for a dynamic secure message body to ensure consistent and flexible secure messaging across different financial institutions.
CD Rates Filtering — Added frontend filtering capabilities to display CD rates by sub-account type for improved usability.
New Wedge Configuration for CD Options (optional) — Introduced the HIDE_RENEW_TILE_CDS and HIDE_CLOSE_TILE_CDS configurations to hide the Renew tile and the Close and Transfer tile, respectively, for specified sub-account types on the Certificate of Deposit Options page.

Account Opening Flow — Added support for CD opening with funding validation, maturity handling, and dividend transfer options, including:
- Auto-renewal with same term at maturity
- Choice to retain or transfer monthly dividends to a funding account
- Option to transfer principal to primary savings at maturity and close CD
- Redesigned UI with enhanced validations, error handling, and self-service maturity/dividend instructions
Dynamic Account List — Introduced a dynamic account list to automatically reflect updated FI values (e.g., balance, share ID, account number, and other key fields).

Added a dynamic Wedge configuration to control the display of all available CDs. CDs in the grace period will appear first with the Manage button enabled, followed by CDs outside the grace period with the Manage button hidden.
Introduced a new feature to enable or disable certificate rates based on Wedge configuration.
Through Wedge configuration in online banking, this feature allows financial institutions to control which certificate rates appear in the dropdown and pop-up modal when users renew their certificates.

Online Banking (OLB) users can: