Burrow Release 1.90.0
Introduction
These software release notes cover all system modifications for this version of the Burrow system.
The release notes list the bug fixes and known issues provided in this release and are aimed at operational users of the system.
These release notes do not aim to go into technical detail about specific changes or to be the basis for system testing plans.
Testing of the Release
Testing for this release was carried out in accordance with the test plans as created by the Burrow Quality Assurance Team.
New features in this release
This section lists features that have been deployed in this release.
Product | Description |
Onboarding | Created an additional question that enables the capture of the mobile number within the Onboarding Question Flow. |
Onboarding | Updated e-mail validation logic within Onboarding Questions Flow by moving existing user check to registration. |
Onboarding | An existing user's mobile number is validated during the Onboarding Question Flow, where if found will redirect user to login. |
Onboarding | The ability to configure by whitelabel if a mobile number should be verified within the Onboarding Question Flow (note: admin only permission to configure). |
Onboarding | The registration page for Onboarding has been refreshed and shortened, taking into account of the mobile number question being asked during the Onboarding Question Flow. |
Onboarding | Mobile number now includes the international dialling code and the country name. |
Onboarding | The ability to verify the mobile number of an onboarding user using a One Time Passcode. |
Onboarding | Calculations for the Mortgage Report now run in the background whilst the user is on the registration page, if incomplete the user will see the calculation spinner screen thereafter. |
Onboarding | Onboarding users who have yet to complete the Onboarding Question Flow can now receive a reminder message to completing their Onboarding questions. |
Onboarding | A notification e-mail is sent to the whitelabel owner/advisor for incomplete onboarding enquiries. |
Portal | A message is present to the portal user when a Document Upload task has been reopened. |
Portal | Uploaded documents that have been rejected are no longer shown in the portal. |
Portal | Bug Fix - API Key was exposed when credits ran out on Postcode Look Up Service |
Portal | Bug Fix - Resolved issue where FactFind tasks were being created with no subtask |
Portal | Bug Fix - Resolved issue where FactFind PDF attached to Mortgage Product on CRM was not showing the answer values provided for unmapped questions. |
Portal | HTTPOnly flag added as part of feedback from PenTest |
Retention | A new high-level dashboard has been created for retention contacts where an advisor can see the list of contacts. |
Retention | (Admin Only) CSV Upload process now enables the ability to update existing records and removing the requirement to delete and upload contacts again. |
Retention | (Admin Only) CSV Upload process now contains improved validation logic and includes additional fields to define the applicant and product reference along with seperating out SendTags. |
Retention | (Admin Only) The ability to preview the type of Retention e-mail being sent to the contact utilising the template created on SendInBlue |
Retention | (Admin Only) Delete Contacts button on Retention Dashboard now updated to Remove Contact, which removes the MortgageRetention SendTag from the contact only. |
Retention | Contacts uploaded to Retention are now syncronised to SendInBlue |
Retention | The ability to send a contact an e-mail on their birthday. |
Retention | The ability to send a contact an e-mail based on different seasonal events such as Xmas, New Years and Spring Equinox. |
Retention | (Admin Only) Ability to delete a contact from Burrow Admin which in turn will delete the contact from SendInBlue also. |
Retention | (Admin Only) Providing the functionality to run calculations on a contact to determine the values required for the Retention e-mail that would be sent to a contact. |
Retention | (Admin Only) The ability to automate and run the calculations on contacts on a daily basis where they are due to enter their retention contact period. |
Retention | Advisors are now able to upload .xls and .xlsx files via their Advisor Dashboard. |
Retention | The estimated rental income is now calculated for both residential and Buy To Let retention contact types. |
Bugs fixed in this release
This section lists identified bugs that have been fixed in this release.
Product | Description |
Portal | Bug Fix - API Key was exposed when credits ran out on Postcode Look Up Service |
Portal | Bug Fix - Resolved issue where FactFind tasks were being created with no subtask |
Portal | Bug Fix - Resolved issue where FactFind PDF attached to Mortgage Product on CRM was not showing the answer values provided for unmapped questions. |