Major Features & Refinements
Identity Verification — Co-Buyer Entrust Result in Compliance Side Panel
Extends Entrust identity verification to co-buyers and displays separate PASS or FAILED results for buyers and co-buyers within the Compliance Side Panel.
Compliance — Feature Management Toggle Consolidation
Simplifies compliance configuration by consolidating multiple settings into two unified toggles: Compliance Mode and Session Monitoring for Compliance. The Feature Management section has also been reorganized for a more streamlined experience.
Compliance — Session Monitoring Checklist and Side Panel
Enhances compliance visibility by displaying Session Monitoring as a unified category with separate buyer and co-buyer statuses. Transactions requiring attention are now clearly identified with a Needs Review indicator, and compliance results are surfaced directly within the Compliance Side Panel.
Sentiment Analysis
Introduces sentiment analysis for compliance recordings. Session transcripts are automatically evaluated and categorized as Good, Neutral, or Bad, contributing to the overall Session Monitoring compliance status.
AAG Tenant Setup
Completes the AAG tenant setup across the platform and establishes the dealership migration approach to support a future rollout.
Dashboard — Breakdown Analytics Improvements
Improves Breakdown Analytics by displaying PVR and PPD directly within the dashboard and surfacing F&I Manager performance metrics inline. The dashboard also adopts consistent F&I Manager terminology and streamlines the interface by removing unnecessary filters.
Dashboard — F&I Gross Unification and Rename
Standardizes F&I Gross calculations across all dashboard views and renames the metric from Gross Income to F&I Gross for a more consistent reporting experience.
—— Support & Improvements ——
Tax — City and County Tax Added to State Tax
Ensures accurate tax calculations by automatically including city and county tax percentages in the state tax rate when a warranty-specific tax rate is not provided.
TWFG — Default Transaction Type
Standardizes TWFG transactions to default to Product Only, ensuring consistent transaction creation regardless of deal availability.
DMS — Pending Fields Mapped (Pull) and Missing Fields (Push)
Expands DMS integration coverage by adding support for previously unmapped fields across both data retrieval and data push workflows.
DMS Lienholders Conflict with Global Lienholders
Resolves conflicts between DMS-provided lienholders and globally configured lienholders during the checkout process.
Lienholder Name Appears Empty Until Screen Resize
Fixes an issue where lienholder names were not immediately displayed within the user interface.
InServiceDate Sent in Stone Eagle Product List Call
Adds the InServiceDate field to Stone Eagle product list requests, improving product eligibility and coverage calculations for date-sensitive products.
Zoho — Feedback Adjustments
Implements enhancements based on Zoho integration feedback, improving dealer mapping, payment processing behavior, and TW contract handling.
Equity Pro — PSP Displays Incorrect Price When Equity Pro Is Active
Corrects a pricing issue that could cause PSP products to display inaccurate pricing when Equity Pro is enabled.
eSign — Placeholder Text Fix on Waiver
Removes placeholder text that could appear beneath signature and date fields in the eSign waiver workflow.
Cosigner — Cognito Account on Upsert
Automatically creates a co-signer account during checkout updates, supporting downstream authentication and co-signer workflows.
Entity Logs — Coverage Checkouts Tracking
Extends entity logging to coverage checkout records, providing additional audit and change-tracking visibility.
SCPP Signature Placement
Corrects signature placement on SCPP contracts to ensure accurate document generation.
PCMI Signature Placement for Non-Letter Page Sizes
Improves signature placement accuracy for PCMI contracts generated with non-standard page sizes.
“Transaction Successfully Removed” Toast Does Not Dismiss on Click
Improves the user experience by allowing transaction removal notifications to be dismissed directly.
Recommended Packages Not Updated When Rules Change
Ensures recommended packages are automatically recalculated when rule changes affect package eligibility or configuration.
CORS Configuration for Assets Bucket
Updates asset storage configuration to support secure cross-origin access to shared platform resources.