What's New
& Enhancements
This section highlights the latest features, improvements, and
resolved issues designed to enhance your user experience and expand the system's
capabilities .
New Features
& Major Enhancements
-
SMS Integration for Eswatini
(Swaziland) and Zambia The MAXSMS module now integrates Zambia and
Swaziland entities with SMSPortal, enabling full SMS notification and communication capabilities
for clients in Eswatini and Zambia.
-
Streamlined Client Creation from Credit Enquiry In the
MAXCONSUMER module, you can now automatically create a new client record and a
corresponding budget directly from a successful "CreditInfo" credit enquiry.
This significantly speeds up the client onboarding process.
-
Document Editor : We have introduced a new and enhanced Document
Editor within Maxmoney, offering improved experience for creating and managing
documents and letters.
Loan &
Client Administration
-
Enhanced "Required Documents"
Functionality New options have been added to the Loan Administration module to
help manage required documents. The system can now be configured to enforce the
upload of all necessary documents before a loan can proceed.
-
FIC Compliance for Business Clients To improve Financial
Intelligence Centre (FIC) compliance, the enquiries have been enabled on the
references of a business entity as a client.
-
Warning for "GroupsRUs" New Loans The warning message has been
improved in the "New Loan" process specifically for "GroupsRUs" clients to
ensure critical information is reviewed and acknowledged.
-
Improvements to Non-Performing Loan Status Functionality for
managing loans with a "Non-Performing" status has been enhanced.
Credit
Enquiries (CreditInfo)
-
Ability to Force Enquiry A new option has been added to the
MAXCONSUMER module to "Force Enquiry," allowing authorized users to initiate a
credit check when it is needed.
-
Improved Error Handling Error handling for the CreditInfo REST
API has been improved to provide clearer feedback and information when a credit
enquiry request fails .
Integrations
& Processing
-
Date Range Filter for CRM Loan Status Within the MAXSMS module,
a date range filter has been added to the "CRM Loan Status" screen, allowing for
more precise reporting and searches. View the documentation .
-
Excalibur Debt Collecting Integration The integration with the
"Excalibur" debt collecting system has been enhanced to display the last payback
response received for an account. View the documentation .
-
Paym8 Receipting : We have improved the automated capturing of
payments to prevent duplicate receipts on Pending instalment instructions.
-
Module Menu Descriptions : We have added clearer descriptions to
module names on the setup and reporting sub-menus within MAXMONEY, making
navigation more intuitive.
-
Batch Creation of Arrears: The new feature
allows you to create Allps instalments for arrears in a batch
, significantly improving efficiency for managing overdue payments.
MAXAPP
-
V 0.1.2.
-
Enable Collexia Payment Collections
-
Enable SureSystems Collections
-
Enable CreditInfo Credit Checks
API
(MAXINTEGRATE)