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September 6, 2022

April, May, and June Release Notes 2022

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Carla McMorris

We have implemented many new features and enhancements in this three-month time period, and they are listed below.

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🆕 New Features

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🚢 Loan Reserve Node Type Creation

We enabled the client dashboard to create a loan reserve node. Users are able to create LOAN-RESERVE-US nodes through the dashboard.

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🚢 Onboarding Improvements

The onboarding app now collects all KYC documents required for businesses and individuals in accordance with the newest client categories and company activities. This increases the speed to production and reduces the need to contact the compliance team.

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🚢 Ship Card Payment Node Update on V2 Dashboard

Users now have the option to pay for shipping using CMA in addition to DEPOSIT-US and RESERVE-US.

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📈 Enhancements

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🚢 Onboarding Form Changes

We removed some of the deprecated options in the business type form to make it easier to select the options you need. The list now includes:

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🚢 Expanded KYC

Synapse now supports KYC for customers from Vietnam and Colombia to enable onboarding from those countries. To learn more see our API documentation for Global Cash here.

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🚢 Expanded Government ID to Upload

Allow US customers to choose which government ID to upload, making it easier for the platform to identify the documents that were used by the customer to onboard. To learn more see our API documentation for Global Cash here.

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🚢 Dashboard Improvements

501(c)(3) document types are now accepted in the API. A basic info tab was added to the user details page. Users can now submit this document during onboarding directly without talking to compliance.

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We added the status and the last updated date to individual sub document rows on the user details page to display more related information. Now users can get all the data at a glance on the table.
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The SRN address is now displayed on the transaction details page. This relevant information identifies the receiver’s address at a glance.
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🚢 Enhanced ID Score

Added features for business names and business emails to further enhance ID score & KYC.

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🛠️ Bug Fixes

Fixed bug where the upload docs page is empty when logged in again during onboarding
Fixed bug where Limited Partnership (LP) entity type was missing onboarding
Fixed file extension validation issues
Fixed recurrence of Missing Statements / 1099 INT
Fixed 400 error when there are calls POST /documents
Fixed various issues to improve stability and performance of the statement generation

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Sources

The Launchpad for
Financial Innovation

help@synapsefi.com

* Synapse-Enabled Services services are offered through Synapse Financial Technologies, Inc. and its affiliates (collectively, “Synapse”). Synapse is not a bank and is not affiliated with any Platform Operator.

Brokerage accounts and cash management programs are provided through Synapse Brokerage LLC (“Synapse Brokerage”), an SEC-registered broker-dealer and member of FINRA and SIPC. Additional information about Synapse Brokerage can be found on FINRA’s BrokerCheck. See Synapse Terms of Service, Privacy Policy, and the applicable disclosures and agreements available in Synapse’s Disclosure Library for more information.
The Partner Financial Institution(s) participating in a Synapse cash management program can be found in the List of Program Banks.
Deposit, Banking and Card services are provided by Synapse Financial Technologies, Inc.’s partner banks.
Credit services are provided by Synapse Credit LLC, a licensed U.S. lender in designated states.
Use of the Synapse-Enabled Services are subject to the Terms of Service.

Use of our (Synapse Financial Technologies, Inc.) services are subject to our Terms of Service.

April, May, and June Release Notes 2022

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Carla McMorris

September 6, 2022

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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