Release notes
This release includes the following updates:
Helix ACH processing
What's new
-
Added the following property to the realtime event payloads listed below, to identify data to be used with fraud monitoring tools:
-
depositRiskFactorId
Payload type
Check Deposit Authorization Payload (600) Check Deposit Payload (601) Check Deposit Reversal Payload (602) -
-
Removed Returns (Core Services > {Customer Name} > Returns) from the side navigation menu. Returns are now listed on the Transactions page (Core Services > {Customer Name} > Transactions).
-
*NEW* Updated /transaction/wire/get to support inbound wire transactions.
Helix Admin Console
What's new
-
Added functionality to allow a bank or client user to create a check stop payment on a customer's account.
-
Added HEIC as a supported file type when uploading supporting documentation during the onboarding process.
-
Added the To/From Account ID to the Transaction Detail panel, indicating the account to/from which the money is transferred. This displays on transfers to/from an external account or to/from a program account, and provides users information needed to trace money movement across customer accounts.
-
*NEW* Added the GLOBAL ACCESS badge to the account Overview page.
-
*NEW* In situations where a bank or client acts on behalf of a business as the custodian for an account, in order for a bank or client user to have entitlements to the account, they must have a relationship with the business customer established. Since they are not owners or beneficiaries to the account, the following Relationship Type values have been added to more accurately identify the relationship:
-
Administrator
-
Custodian
-
Fiduciary
-
-
Renamed the Data Analytics link in the side navigation menu to Data Insights.
Fixes
-
Fixed an issue where, when an individual's entitlement to a business account was removed, the account displayed in Joint Accounts as No Longer Associated. Now, the account is no longer listed. The inactive entitlement is still displayed on the Inactive tab of the Entitlements pane as well as the Entitlement History page (Core Services > {Business Name} > Accounts > Overview).
Helix card
What's new
-
Added the following merchant category codes (MCC):
MCC or SubTypeCode
Merchant Group
Description
3168 TRAVEL HainanAirlines 5723 RETAIL GunandAmmunitionStore For a complete listing of merchant category codes, see the Helix API documentation at: https://docs.helix.q2.com/docs/merchant-category-codes.
Fixes
-
Fixed an issue where realtime event 3060272 (Card Authorization - Authorization Settled) did not generate all fields for Debit Card Withdrawal Authorization Payload (403).
Helix reporting
What's new
-
*NEW* Added Account Dormancy payload type (1400).
Fixes
-
*NEW* Fixed an issue where the Annual Percentage Yield Earned displayed incorrectly when the Account Daily Balance was negative. Interest calculations and accruals were not impacted.
This release includes the following updates:
Security
What's new
-
Removed weak SSL ciphers for optimal cybersecurity best practices.
Helix ACH processing
What's new
-
Updated the transaction Description for returned checks on the Accounts (Core Services > {Customer Name} > Accounts) page to include the return reason description instead of the return code.
Helix Admin Console
What's new
-
*NEW* Added functionality to manage account activity status on the accounts Overview (Core Services > {Business Customer} > Accounts > Overview) page.
-
Updated the Document Type field (Manual Review > Client > Document) to be editable for an uploaded document.
-
Added Documents Uploaded to the manual review Registration (Core Services > Manual Review > Registration) page. This count reflects the number of documents with a reason type value of ManualReview or AutomatedReview.
Fixes
-
Updated the Overview (Core Services > {Business Name} > Overview) and Accounts Overview (Core Services > {Business Name} > Accounts > Overview) pages with the following:
-
Fixed an issue where negative transaction amounts displayed incorrectly in the Recent Transaction Activity pane.
-
Disabled the ellipses icons under Action in the Recent Transaction Activity pane.
-
-
Fixed a display issue for Transaction Types in the Recent Transaction Activity pane on the Overview (Core Services > {Business Name} > Overview) page. An item is now highlighted when a user hovers the mouse pointer over the transaction.
-
Updated the Friendly Description and Transaction Type displayed on peer-to-peer transfers and transfers to/from a program suspense account.
-
Added Office Phone to the business account Overview (Core Services > {Business Name} > Overview) page.
-
Fixed an issue where Email and Mobile Phone on the business account Overview (Core Services > {Business Name} > Overview) page displayed the email and mobile phone number for the primary contact instead of the business customer.
-
Fixed an issue where incomplete data displayed on the Debit Card Transaction Detail page (Core Services > {Customer Name} > Accounts > Transactions). (
-
Fixed an issue where, when updating the Is Control Person value, the previous user was not deactivated. The system is updated to allow a single control person.
-
Fixed an issue where, although a product did not require KYC, the Helix system required KYC to be completed before allowing a business user to be granted entitlements to the account.
Helix card
What's new
-
Added the following property to the realtime event payloads listed below, to identify the business account cardholder performing a transaction:
-
dj (CardholderCustomerId)
-
-
Added the following property to the Card Event Notification File:
Property Data Type (Length) Alignment Start Position Description cardholderCustomer Id integer (10) Right 5105 Identifies the customer performing card transactions on an account with multiple cardholders, such as a business account
-
Added the following property to the Posted Transaction File:
Property Data Type (Length) Alignment Start Position Description cardholderCustomerId integer (10) Right 956 Identifies the customer performing card transactions on an account with multiple cardholders, such as a business account
-
Added the following properties to the Card Renewal Projection Report:
Property Description businessNameOnCard The business name embossed on the card. Only present when businessNameOnCard is present on customer record. The businessNameOnCard will be embossed on second line of card. cardholderCustomerId Identifies the customer performing card transactions on an account with multiple cardholders, such as a business account
-
Added validation to limit the businessNameOnCard property on the customer object to 26 alphanumeric and allowed special characters. This ensures the name on business cards adheres to Visa DPS/CPI character length and embossing specifications.
-
Added card limit group 7 to support the various card limit groups needed for a business account and its cardholders. Group 7 will provide businesses the flexibility to assign card limits to their cardholders.
Helix reporting
What's new
-
*NEW* Updated the following fields in the General Ledger Entries Transaction Details report to include the program reserve name and masked account number:
-
From Debit Description
-
To Credit Description
To access this report, select FI GL Trial Balance Detail under the Accounting heading in the Reports section of Helix Admin Console.
-
-
Added the ACH Origination Transactions report, which lists ACH-originated transactions, and can be used for billing and risk management purposes. This report can be found under the ACH heading in the Reports section of Helix Admin Console.
Fixes
-
Fixed an issue where Legal Entity Identifier and Notes headers were not displayed in the Verafin UBO (Ultimate Beneficial Owner) file.
This release includes the following updates:
Helix ACH processing
What's new
-
Added Original Transaction Type to the search filter of the NOC Detail report, allowing bank users to generate a report listing ACH-originated transactions only. This report can be found under the ACH heading in the Reports section of Helix Admin Console.
Helix Admin Console
What's new
-
Added functionality in User Permission Manager to manage a user's roles on the User Detail page, allowing administrators to assign/unassign a single user to multiple roles. Previously, administrators had to access each role separately to assign a user.
-
Added functionality in User Permission Manager to manage a user's groups on the User Detail page, allowing administrators to assign/unassign a single user to multiple groups. Previously, administrators had to access each group separately to assign a user.
Fixes
- Fixed an issue where bank and program holds did not display on the business account Overview page (Core Services > {Business Name} > Accounts > Overview).
-
*NEW* Fixed an issue where an error displayed when a user selected Save after making changes on the Edit Customer Information page.
Helix card
What's new
-
Added an embossed second line to support a business name in addition to the cardholder name on a card. The account must be a business account and the businessNameOnCard property must be present on the customer object.
Fixes
-
Fixed an issue where card ID mapping during settlement processing incorrectly mapped to a renewal cardId instead of the authorization cardId.
Helix core
What's new
-
Updated the Account Balance File to list only primary customer records for joint, minor, and business accounts. Previously, this file included separate records for each customer associated with an account. These customers (i.e., minors, joint owners, business customers) who have access to the account are now listed in the Customer Account Access File.
-
Updated the dormancy job to set inactive accounts to dormant status.
Helix reporting
What's new
-
Added the Wire Exception report, which lists wire transfers in the exception queue. This report can be found under the Development heading in the Reports section of Helix Admin Console.
-
*NEW* Added Data Analytics to the Reporting section in the side navigation menu of Helix Admin Console.
This release includes the following updates:
Helix ACH processing
What's new
-
*NEW* Added the property listed below to the transaction object to be returned for the /transaction/get, /transaction/list, and /transaction/getByTag endpoints:
Property
Data Type (length)
Description
purposeCode string (10) The alphanumeric identifier describing the purpose of the transaction, is provided to the third-party fraud and risk vendor. These values are agreed upon by the bank of record and client during onboarding.
-
*NEW* The following transaction types have been added:
Code
Description
Possible Source(s)
Debits
Credits
Settlement
Note
ACHDEP ACH Originated Helix Deposit Helix API Account at another financial institution Customer Account ACH (1-2 business days) Deposit to a Customer Account from an account at another financial institution originated via the Helix /ACHOrigination/Create endpoint ACHWTH ACH Originated Helix Withdrawal Helix API Customer Account Account at another financial institution ACH (1-2 business days) Withdrawal from a Customer Account to an account at another financial institution originated via the Helix /ACHOrigination/Create endpoint For a complete listing of transaction types, see the Helix API documentation at: https://docs.helix.q2.com/docs/transaction-types.
-
*NEW* Added the following ACH Origination realtime events:
Event Type Id
Description
Payload
3060020 Transaction Ach Origination Deposit Customer Account Deposit Payload (200) 3060022 Transaction Ach Origination Withdrawal Customer Account Withdrawal Payload (202)
Fixes
-
*NEW* Fixed an issue where the Available Date displayed incorrectly for pending transactions on the Account Summary and Account Transaction pages.
-
*NEW* Updated the following:
-
When check withdrawals to exception queue functionality is enabled, Check Review is not displayed in the Manual Review queue. These exceptions will be found in the Payment Exceptions queue (Administration > Exception Items > Payment Exceptions).
-
Helix Admin Console
What's new
-
*NEW* Added the following values to the Lock Reason dropdown on the Lock Account box:
-
Return Risk
-
Recovery
-
Deceased
-
Dormant
-
Fixes
-
Added system updates to improve performance on the User Permission Manager page, including initial page loading, search, and page refresh.
-
*NEW* Fixed an issue where users were logged out unexpectedly when attempting to view the Interest page for a customer in Archived status. The application is updated to display the "Customer must be in a verified status" error message instead of logging out the user from the application. To view the interest for an archived customer, view the transaction list of the account or generate a statement and view Interest Paid.
The following updates apply to business accounts only.
-
*NEW* Updated the name displayed on the business external accounts Overview page (Core Services > {Business Name} > External Accounts > Overview) for easier identification. Previously, the bank name associated with the business external account displayed.
The following update applies only to business external accounts and users with the Debits and Credits permission enabled.
-
*NEW* Fixed an issue where the following fields on the Debit/Credit (Misc) page (Administration > Accounting > Debit/Credit (Misc)) displayed incorrectly for business external accounts:
-
Account Name
-
Name on Account
-
Helix card
What's new
-
*NEW* Added the following fields to the Card List page in Helix Admin Console:
-
Last 4 of PAN
-
Card Issuance Type
Additionally, cards are now sorted by the following fields:
-
Card Status
-
Card Id
-
-
Added the following realtime event to provide awareness when the PAN does not match the cardId and customerId, resulting in a declined transaction. An increase in volume of these events may be a result of a possible enumeration attack.
Event Type Id
Description
Detail
10048 Debit Card or Customer Not Mapped Message with PAN matching a client BIN but does not match to a cardId and/or customerId
-
Added the following error message to the /card/get endpoint:
Code
Message (en-US)
164182 CardId '{0}' for CustomerId '{0}' has been purged and no longer in residency.
-
Updated Helix Admin Console to allow users to reissue cards for customers who choose to have their Preferred Name printed on their cards.
-
Added the PreferredName field to the following reports:
-
Card Renewal Confirmation Report
-
Card Renewal Projection Report
-
Fixes
-
Fixed an issue where the card lock status for a transaction displayed incorrectly for all event and transaction files due to the status change update during processing. This ensures all realtime events and transaction files reflect the card status at time of the transaction.
Helix core
What's new
-
*NEW* Added the isDocumentsAccepted body parameter to the /customer/update endpoint. This allows disclosure documents to be accepted after the customer is created in Helix.
-
*NEW* Added the following properties to the Customer File to support business accounts:
Property Data Type (Max Length) Tab Offset Description Customer Type string (10) 57 Business or Individual Business Legal Name string (300) 58 The businessLegalName property of the customer object. DBA string (200) 59 The doingBusinessAs property of the customer object. Legal Entity Type string (100) 60 The legalEntityType property of the customer object NAICS Code string (20) 61 The correspondingindustryCode associated with the customer via the customer's industryClassificationCodeId. Primary Business Address Line 1 string (200) 62 The addressLine1 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 2 string (200) 63 The addressLine2 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 3 string (200) 64 The addressLine3 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 4 string (200) 65 The addressLine4 property of the address object with type=PrimaryBusiness for this customer. Primary Business City string (100) 66 The city property of the address object with type=PrimaryBusiness for this customer. Primary Business State string (100) 67 The state property of the address object with type=PrimaryBusiness for this customer. Primary Business Postal Code string (100) 68 The postalCode property of the address object with type=PrimaryBusiness for this customer. Primary Business Country string (100) 69 The country property of the address object with type=PrimaryBusiness for this customer. Tax Mailing Address Line 1 string (200) 70 The addressLine1 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 2 string (200) 71 The addressLine2 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 3 string (200) 72 The addressLine3 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 4 string (200) 73 The addressLine4 property of the address object with type=TaxFormMailing for this customer. Tax Mailing City string (100) 74 The city property of the address object with type=TaxFormMailing for this customer. Tax Mailing State string (100) 75 The state property of the address object with type=TaxFormMailing for this customer. Tax Mailing Postal Code string (100) 76 The postalCode property of the address object with type=TaxFormMailing for this customer. Tax Mailing Country string (100) 77 The country property of the address object with type=TaxFormMailing for this customer. Tax Id Type string (100) 78 The taxIdType property of the customer object. Residency Status Type string (200) 79 The residencyStatusType property of the customer object. Foreign Document Number string (30) 80 The foreignDocumentNumber property of the customer object. Foreign Document Type string (100) 81 The foreignDocumentType property of the customer object. Foreign Document Country Code string (3) 82 The foreignDocumentCountryCode property of the customer object. Foreign Document Expiration Date datetime 83 The foreignDocumentExpirationDate property of the customer object.
-
*NEW* Added the following properties to the Archived Customer Extract File to support business accounts:
Property Data Type (Max Length) Tab Offset Description Customer Type string (10) 60 Business or Individual Business Legal Name string (300) 61 The businessLegalName property of the customer object. DBA string (200) 62 The doingBusinessAs property of the customer object. Legal Entity Type string (100) 63 The legalEntityType property of the customer object NAICS Code string (20) 64 The correspondingindustryCode associated with the customer via the customer's industryClassificationCodeId. Primary Business Address Line 1 string (200) 65 The addressLine1 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 2 string (200) 66 The addressLine2 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 3 string (200) 67 The addressLine3 property of the address object with type=PrimaryBusiness for this customer. Primary Business Address Line 4 string (200) 68 The addressLine4 property of the address object with type=PrimaryBusiness for this customer. Primary Business City string (100) 69 The city property of the address object with type=PrimaryBusiness for this customer. Primary Business State string (100) 70 The state property of the address object with type=PrimaryBusiness for this customer. Primary Business Postal Code string (100) 71 The postalCode property of the address object with type=PrimaryBusiness for this customer. Primary Business Country string (100) 72 The country property of the address object with type=PrimaryBusiness for this customer. Tax Mailing Address Line 1 string (200) 73 The addressLine1 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 2 string (200) 74 The addressLine2 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 3 string (200) 75 The addressLine3 property of the address object with type=TaxFormMailing for this customer. Tax Mailing Address Line 4 string (200) 76 The addressLine4 property of the address object with type=TaxFormMailing for this customer. Tax Mailing City string (100) 77 The city property of the address object with type=TaxFormMailing for this customer. Tax Mailing State string (100) 78 The state property of the address object with type=TaxFormMailing for this customer. Tax Mailing Postal Code string (100) 79 The postalCode property of the address object with type=TaxFormMailing for this customer. Tax Mailing Country string (100) 80 The country property of the address object with type=TaxFormMailing for this customer. Tax Id Type string (100) 81 The taxIdType property of the customer object. Residency Status Type string (200) 82 The residencyStatusType property of the customer object.
-
*NEW* Added the ".heic" value to the documentName property on the following objects:
-
*NEW* Completed integration with Verafin to send business customer and account data in daily files. All files sent to Verafin are updated, and Verafin will now accept these file changes.
-
Added a new Customer Account Access file that lists customers that meet one of the following criteria:
-
have an open account
-
have an account that was closed within the last 24 hours
-
have a closed account with a non-zero balance
The file lists the primary owner and any related customers (i.e., minors, joint owners, business customers) who have access to the account. There will be one record for each related customer, which includes the customer's account access type and the individual's relationship to the account owner.
In a future release, joint customer records will be removed from the Account Balance File and will be listed in this file. -
Helix reporting
What's new
-
*NEW* Added the Wire Exception report, which lists wire transfers in the exception queue. This report can be found under the Development heading in the Reports section of Helix Admin Console.
-
*NEW* Added the MasterId field to the Program Reserve Transactions report, allowing users to easily link records to corresponding master data.
-
*NEW* Added the Program Holds report, which lists account holds. This report can be found under the Accounting heading in the Reports section of Helix Admin Console.
This release includes the following updates:
Helix ACH processing
What's new
-
Added properties to Deposit Availability Payload (606) and Check Deposit Authorization Reject Payload (612):
Property
Deposit Availability Payload (606)
Check Deposit Authorization Reject Payload (612)
checkNumber X X ensentaCheckId X X payerAccountNumberMasked
X X payerInstitutionDescription X X payerRoutingNumber X X receiptReferenceNumber (previously receiptId) X X reviewedByEmail X X statusDescription X X -
*NEW* Added the following property to the Customer Account Deposit Payload (200):
-
headerCompanyIdentification
-
Helix core
What's new
-
Added the following properties to the Trial Balance File to support business accounts:
Property Data Type (Length) Tab Offset Description BusinessLegalName string (300) 24 The businessLegalName property of the customer object. DBA
string (200)
25
The doingBusinessAs property of the customer object.
TaxIdType
string (50)
26
The taxIdType property of the customer object.
AccountStatus
string (50)
27
The status property of the account object.
Fixes
-
Fixed an issue in the interest payment jobs where all products within a program were not included when calculating and distributing accrual offsets.
-
*NEW* Fixed an issue where micro-deposit transactions were erroneously visible to bank users on the new External Accounts Overview page for business accounts.
Helix card
What's new
The following update applies only to Visa DPS client users.
-
*NEW* Added the values listed below to the /card/reissue endpoint. This allows a card to be reissued with a new primary account number (PAN), while keeping the existing card active until the new card is verified for compromised or name change requests.
Body parameter
Value Description
reissueReasonTypeCode NCN Name Change with New PAN CMP Compromised
The following update has been added to support preferred name usage in a future release. This feature requires approval and configuration from Helix. Contact your Helix client success manager (CSM) for details.
-
Updated Helix Admin Console to allow users to place orders for customers who choose to have their Preferred Name printed on their cards.
-
Added the property listed below to the card object to be returned for the /card/get, and /card/list endpoints:
Property
Data Type (length)
Description
preferredName string (21) Name a customer prefers to use and referred to when being addressed. Customer requested preferred name to be embossed on card based on usePreferredNameOnCard property set to true at time of card order request.
-
Updated the /customer/update endpoint with the following:
-
Added the usePreferredNameOnCard body parameter
-
Added the following error codes:
Code
Message (en-US)
60263
preferredName '{0}' is restricted to 21 characters.
60264
preferredName '{0}' has some unsupported special characters. Refer to API documentation for valid characters.
60265
preferredName not enabled on program.
60266
preferredName is required when usePreferredNameOnCard is passed as true.
-
Fixes
-
Fixed an issue where program default limits did not return the current default limits.
-
Fixed an issue where realtime event 40003001 (Card Renewed) was not generated when a renewal was performed via /card/reissue endpoint.
This release includes the following updates:
Helix ACH processing
What's new
-
*NEW* Added properties to Check Deposit Payload (601) and Check Deposit Reversal Payload (602):
Property
Check Deposit Payload (601)
Check Deposit Reversal Payload (602)
checkId
X
X checkNumber
X X payerAccountNumberMasked
X
X payerInstitutionDescription
X
X payerRoutingNumber
X
X receiptReferenceNumber (renamed from receiptId)
X
X
rejectReasonCode
X
reviewer
X
X
statusDescription
X X
Helix API
What's new
-
Updated the following transaction types:
Code
New Description
Previous Description
CPBWTH Helix Withdrawal Corepro Withdrawal
CPBDEP Helix Deposit CorePro Deposit
CPWTH Helix Withdrawal CorePro Withdrawal
CPXFR Internal Helix Transfer Internal CorePro Transfer
RCRDEP Helix Recurring Deposit CorePro Recurring Deposit
RTNDEP Return of a Helix Deposit Return of a CorePro Deposit
RTNWTH Return of a Helix Withdrawal Return of a CorePro Withdrawal
-
Updated the Bulk Transfer Process with the following changes:
-
Added the following properties to the Bulk Transfer Request File:
Property Data Type (Length) Alignment Start Position Description ToCustomerId integer (10) Right 399 The Helix-assigned unique ID for a customer. This field is zero-padded on the left side.
Example: 0000000872
NOTE: Either ToCustomerId or ToCustomerTag must be specified for a peer-to-peer transfer.
ToCustomerTag
string (50)
Left
409
The client-supplied unique identifier for the customer. If omitted, pass as 50 spaces.
NOTE: Either ToCustomerId or ToCustomerTag must be specified for a peer-to-peer transfer.
ToTransferTag
string (50)
Left
459
The client-supplied unique identifier for the transaction that will be created. This value is optional and will be written to the tag property of the credit side of the transaction. If omitted, pass as 50 spaces.
-
*NEW* Added the following properties to the Bulk Transfer Response File:
Property Data Type (Length) Alignment Start Position Description ToCustomerId integer (10) Right 864 The Helix-assigned unique ID for a customer. This field is zero-padded on the left side.
Example: 0000000872
NOTE: Only applicable for a peer-to-peer transfer.
ToCustomerTag
string (50)
Left
874
The client-supplied unique identifier for the customer. If omitted, simply pass as 50 spaces.
NOTE: Only applicable for a peer-to-peer transfer.
ToTransferTag
string (50)
Left
924
The client-supplied unique identifier for the credit side of the failed transfer.
-
Helix core
What's new
-
Updated the Account Balance File to include business accounts.
Fixes
-
*NEW* Fixed an issue where the legalName1 and legalName2 properties were not saved via the /account/create endpoint.
-
*NEW* Fixed a display issue when viewing individuals related to businesses in Helix Admin Console.
-
Resolved the following issues on the Account Overview page:
-
*NEW* Fixed an issue where the account number did not display.
-
*NEW* Fixed a text display issue on the Edit {name} entitlement? box.
-
*NEW* Fixed an issue where deposits could not be completed from the Deposit funds box.
-
*NEW* Fixed an issue where withdrawals could not be completed from the Withdraw funds box.
-
Helix card
What's new
-
Added Preferred Name to the Member panel on the customer Demographic page. This information can be updated on the Edit Customer Information page. If this functionality is not enabled by Helix, N/A displays and cannot be edited.
-
Added Preferred Name to the customer Overview and History pages. If this functionality is not enabled by Helix, N/A displays.
-
*NEW* Added the properties listed below to the customer object to be returned for the /customer/get, /customer/getByEmail, and /customer/getByTag endpoints:
Property
Data Type (length)
Description
preferredName
string (21) Optional. Name a customer prefers to use and referred to when being addressed. usePreferredNameOnCard
boolean
Default is false. Specifies the customer's preference to have preferredName printed on their physical card instead of the nameOnCard. When set to true the card will be printed with preferredName on file and card mailer and Visa DPS will reflect nameOnCard.
Fixes
-
*NEW* Updated the expireMonth and expireYear properties on the card object to match the Visa DPS expiration dates for in-app provisioning.
This release includes the following updates:
Helix ACH processing
What's new
-
*NEW* Updated the following transaction types to be given a status of Initiated upon creation (previously Pending), allowing them to be voided via the /transfer/void endpoint if there is suspected fraud:
BVRDEP
Verification Deposit
BVRWTH
Verification Withdrawal
After cutoff, the status is updated to Pending, then Settled after the transaction is sent to the ACH network.
Helix card
What's new
-
*NEW* Updated logic to improve user experience when reissuing a card with a new PAN from the Card Management panel in Helix Admin Console.
Fixes
-
Disabled Archive in the Actions dropdown on the Card page when the option is not supported due to card or customer status.
-
Fixed an issue where the accountId in the Card Renewal Payload (700) was 0.
Helix reporting
What's new
-
Updated the FI Exception Suspense report to include check exceptions. The report will now list all outstanding items in the Program Suspense account.
This release includes the following updates:
Banking & compliance
What's new
-
Added additional customer due diligence (CDD) questions and answers, providing bank users full access to assign CDD questions.
Helix core
What's new
-
*NEW* Added the /externalAccount/resendVerification endpoint, which will resend verification amounts for an external account that has not completed the verification process. Previously, external accounts with incomplete verification required archival, then starting the verification process again.
Fixes
-
Updated the status of improperly inactivated accounts to Active. The job responsible for the incorrect account status updates was corrected in a previous release.
Helix card
What's new
-
Added the following fields to the Exception Summary section on the Create Transaction page of Helix Admin Console:
-
NetworkID
-
Issuer Detail
-
Fixes
-
*NEW* Fixed an issue where recent card activity was not displayed on the Card Usage Analysis page.
-
*NEW* Fixed an issue where an existing card was disabled when a card was renewed via /card/reissue endpoint.
Helix reporting
What's new
-
Updated the Helix Stop Payments - Status report with the following:
-
Updated the Stop Pay Payment Type to support check stop payments
-
Removed Check Number field
-
Added Check Number Minimum and Check Number Maximum fields
-
-
Added the Stop Pay Check Number Min and Stop Pay Check Number Max fields to the Stop Pay - Activity report.
This release includes the following updates:
Helix core
What's new
-
Added the optional lockedReason body parameter to the /externalAccount/lock endpoint.
Helix card
What's new
-
Updated the VISA DPS - Exception Transactions queue with the following:
-
Added Issuer Detail and Network ID fields
-
Modified the Date field to support the 8-character date only (i.e., MM/DD/YYYY)
-
Fixes
-
Fixed an issue where the requestedDate was incorrect on cards reissued via the /card/reissue endpoint.
-
Updated the /card/reissue endpoint to accept the tag value (when populated) when the reissueReasonTypeCode is Renewal, Fraud, Lost, or Stolen. This allows clients to set a tag on new card records and eliminates the need for an additional call to the Helix API.
-
*NEW* Fixed an issue where renewal cards with a status of ReissueStaged, remain locked in the Helix system, but temporarily unlocked in the Visa DPS system to ensure timely processing and delivery.
-
*NEW* Fixed the /card/reissue endpoint for renewals to temporarily unlock in the Visa DPS system to ensure timely processing and delivery.
This release includes the following updates:
Helix ACH processing
What's new
-
Updated check return description short names used in realtime event and transaction descriptions to provide additional context for the reason of the return of a check and to align with existing descriptions.
-
Updated business logic to identify a stop payment match when an ACH transaction is the result of a converted check.
Helix API
Fixes
-
Updated the /customer/get endpoint to return all card objects associated with a customer, regardless of card status.
Helix card
What's new
-
Added validation to restrict the ability to request multiple renewal requests on a card.
-
Added the following error message to the /card/reissue endpoint:
Code
Message (en-US)
198123
Reissued cardId {0} already exists for cardId {0}.
Fixes
-
Updated the reissue renewal card status below:
Previous
Updated
AutoReissueInitiated ReissuedPendingVerification
-
*NEW* Fixed an issue where card transaction data did not display on the Transactions Detail page.
Helix core
Fixes
-
Fixed an issue where the account balance job failed due to mismatched dates. This occurred when an account was created shortly before midnight and the account balance was created after midnight.
Helix reporting
What's new
-
Added functionality to display the report description when a user hovers the mouse pointer over a report name on the Reports page.