November 2022
What a year it's been so far, friends! We've been hard at it since January, and you know we'll be rocking & rolling right up through the end of December, minus a few days to recharge with family and loved ones during the holidays.
After you read our latest offerings and updates below (all spiffied up in our newly designed statement layout!) be sure to keep scrolling so you can check out older statements listed in our convenient new Previously stated section.
As you saw last month and during the Quarterly Meetup, institution admins who have the Manage everything - users, messages & settings permission will have the option to bulk-assign Transfers permissions to a specified segment of end users.
The feature, which will soon be ready for all institutions, involves two short processes: A. Creating segments, which can be saved for later use, including for Banno Marketing™ campaigns (if you're a premium Marketing customer) and B. Assigning permissions for Internal and External Transfers, complete with fees, limits, and other details that can currently be defined on the Permissions tab of an individual user's profile page.
During rollout-prep discussions with our Operations team, we decided that it's best to run this one through a brief, closed beta testing period before releasing. Once the beta tester we're working with confirms that all is well, we will proceed with the plan to enable Permissions segments for all institutions, as described in the October Statement.
As you can tell, we've hit a slight bump that pushed our original release date for Full Service Credit Card (FSCC) Payment enhancements back from October, but we’re now prepared to get this in your hands! We expect to turn this feature on for all eligible* customers during the last week of November.
*If your institution is on SilverLake™ and contracted for Jack Henry FSCC you should see Payment enhancements enabled shortly after the holiday weekend. We appreciate your patience.
We’re still hard at work on delivering you integrated Geezeo® features. We’re currently beta testing the Spending Wheel and Insights cards with customers. Please hold tight as we continue to make progress toward getting these great features in your hands. And, yes, your patience on the Geezeo front is certainly on our Thankful for list.
Don't forget about these recent updates either:
🖖 Ever the Enterprising crew, your favorite Developer Relations team has launched another great feature on JackHenry.Dev. If your developers seek out the API secrets needed to boldly build the external apps no one has built before, they'll be glad to discover that the Digital Toolkit docs are now searchable!
What’s this mean? The new search functionality will make things much easier when developers are looking for answers about the Toolkit. Now they can quickly find the technical docs they need by searching terms like build a plugin, accounts, authentication, and more.
To get started, just click the search icon in the top-right corner of the Digital Toolkit docs!
With the end of the year quickly approaching, our teams are working hard to deliver as many Banno Business™ updates as possible. We’re excited to share that we have a few updates our beta customers can get their hands on!
The changes described below are available now in both Banno People and Banno Online.
When viewing or editing some User Management permissions for organization users, some permissions have dependencies on others before they can be changed. The relationships between these permissions wasn’t the clearest, which led to confusion for our users. In response, we revised how permissions are organized to make it clearer which ones have dependencies and which ones must be set first before others can be modified.
Changes to organizations and organization users in User management and People will now generate history events. These events are available in the Activity feed for the authorized institution personnel, the organization administrator, and the organization user.
You may have noticed an inviting, clean new look for the Knowledge Base last week! In keeping up with the recent Jack Henry rebrand, we updated the site’s aesthetics for a fresher and more-modern feel. We also made some improvements in search performance to boot.
To check out the new digs and learn a thing or two along the way, we invite you to start with the documentation we published or updated during November:
If you have questions about anything you have read here, please contact Support.
Release notes are posted in the For Clients portal in advance of mobile releases and contain a rollup of all client-side changes made to Banno within the period.
What a year it's been so far, friends! We've been hard at it since January, and you know we'll be rocking & rolling right up through the end of December [...]
We've been heads-down most of the month, working on some really great features—like Banno Business™, Geezeo® transactions, Spanish support, and more.
We have a slew of new features coming your way, including some minor changes to Conversations UI in preparation for Banno Business, a Geezeo spending wheel announcement, and the ability for users to connect their device contacts with Zelle®.
Hundreds of external apps can now be managed within Banno with the Finicity integration, and many updates in preparation for Banno Business, including new features for beta, and case management updates within Support.
Check out our new Toolkit guide on creating plugins, and get updates on Direct Connect, the ability to delete external transfer accounts, and displaying system status messages to your accountholders.
We’ve been hard at work overhauling the JackHenry.dev onboarding process, along with updates to exports, documentation, reporting, FSCC payments, and our naming conventions for external applications.
FSCC is seeing a major upgrade with separate entity support, new credit card controls, and MyCardRules support. We're also looking forward to new permission settings in Banno Support, Direct Connect security improvements, and the long awaited "change internal loan transfer type: CU."
Learn more about our partnership with Finicity, a guide on how to use refresh tokens, and upcoming features like improved credit card transaction descriptions and changes to internal loan transfers.
Take a look at all the great things on the horizon, including enhanced user search in People, the latest details on plugin framework, updates to our mobile Payments navigation, and documentation updates.
New support for users with 20+ accounts, a guide on how to best use our Admin API, and plenty of updates from our documentation team.
Let's talk about what this could look like for your institution.