Introducing beneficial owner certification tracking

We have added the ability to track and record beneficial owner information, enabling users to ensure that the information entered is complete and correct.

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Updates to Business Navigation in the Console

We have simplified business navigation in the Console, enabling users to easily find beneficial owners, businesses, other related parties and cases with fewer clicks.

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Patch accounts to enable payment rails

We have added the ability to patch an account to update enabled payment rails. For example, this allows you to enable wires on a customer’s deposit account.

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Updated card transactions

We’ve added additional details on currency conversions to card transaction data. In more technical terms, we added the .data.user_data.currency_conversion.settlement_currency_conversion object to transactions to show when settled amounts differ from authorizations due to currency conversion rate fluctuations. We also added a CARD.UPDATED webhook when a card is reissued. 

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Updates to the card transaction gateway

We added a configuration on the card gateway resource to allow Synctera to stand in when the authorization gateway returns an error or fails to respond.  

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Improvements to Instant Account Funding and Instant Push to Card

We updated the UI flow for initiating Instant Account Funding and Instant Push to Card transfers. This includes updated entry points, including Instant Account Funding is initiated from the external card and Instant Push to Card is initiated from the account.

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Updates to the Synctera Insights Platform

Updated Visualizations

New features from our recent platform upgrade:

• Download data directly from Dashboards
• Export charts as PNG