Table of Content

• Functional Improvements
  • Depositary oversight workflow
  • Counterparty permission scoping
  • Auto-approve and auto-reject signatory rules
• UI and UX improvements and small enhancements

Functional Improvements

Depositary oversight workflow

A new oversight workflow has been introduced to support depositaries, enabling payment instructions initiated in a different tenant to be approved or rejected. This functionality allows for a clear separation of duties and facilitates compliance in scenarios where payment initiation and oversight are handled by distinct entities. Learn more here.

Counterparty permission scoping

A new counterparty scoping feature is now available, enabling administrators to control which counterparties are visible to each user. The functionality mirrors the existing scoping logic for ordering party accounts, and now extends segregation of access to include target (counterparty) accounts as well as source accounts. The enhanced control improves data confidentiality and supports more precise user access configurations across the platform.

Auto-approve and auto-reject signatory rules

The signatory rule framework has been extended to cover payment flows that don’t require user signatures. Payments can now be automatically approved or rejected based on predefined rule logic. This enhancement streamlines the processing of small payments and ensures that every payment is subject to governance controls and auditability, even if no specific business case supports them.

UI and UX improvements and small enhancements

Various refinements across the platform to ensure a more intuitive and user-friendly interface. Enhancements included a thorough review of labels, pagination and more.