Winter 2022 Release Notes

  • Updated

Winter 2022 Release Notes

1.   Preface

This is a living document, and its contents may be updated often. Make sure that you have the latest version for use.

The contents of this document are applicable to all the customers who have installed the Q2 IntegrationsWinter 2022 version (4.1001) for the first time or have upgraded from an earlier version. You can access the release notes of the previous releases from the Q2 Customer Portal.

These release notes may be updated after the first release. Any changes to the contents of these release notes are listed in the Change record section.

1.1 Purpose of this document

This document provides information on the following for the Winter 2022 release:

1.2 Intended audience

The audience of this document includes business users, implementers, and system administrators.

1.3 Prerequisites for use

This document assumes a basic knowledge of the product concepts, the product release, and the Salesforce platform.

2.   Installation information

Contact your Q2 Professional Services team or the Customer Success team for information on the package dependency and installation order of the packages required to install and set up the latest version of Q2 Integrations.

3.   Upgrade considerations

For information on the upgrade steps, see release-related steps in the Q2 Product Upgrade Guide.

4.   System performance

To view the SOD batch jobs performance statistics for Q2 Integrations without customizations under test conditions, see the Q2 Performance Benchmarking Guide.

5.   New features and enhancements

This section briefly describes the new features and enhancements added in this release.

Note:

For a detailed description of the new features and enhancements, see the following guides published over the Q2 Customer Portal:

  • Q2 Integrations User Guide

5.1 Integration Family: KBB Auto Vehicle Valuation (JIRA ID: INTCL-1653)

Feature Description

Financial institutions that use automobiles as collateral or originate loans to purchase vehicles need a way to determine the value of those vehicles as part of the underwriting process. To meet such a requirement, the Q2 Integrations Framework has been enhanced by developing a new integration family to integrate with KBB to retrieve vehicle valuation data so that the FIs can determine the correct value to loan or collateralize against.

KBB (Kelley Blue Book) is a vehicle valuation service that fulfills a need for car pricing information by the banking and insurance industries. It provides the following two solutions for vehicle valuation:

  • VIN (Vehicle Identification Number) flow

  • Make/Model flow

In the Winter’22 release, KBB integration is implemented with both the preceding methods to support our financial institutions to determine the valuation of vehicles.

5.2 Socure Predictive Document Verification (JIRA ID: INTCL-1797)

Feature Description

The Socure Predictive Document Verification enables to verify the authentication of government-issued identification cards, including Driver's Licenses, Passports, Visas, and other official documents.

In the Winter’22 release, existing Socure integration has been enhanced to verify if an identity document is real. This will help our financial institutions to validate the identity of a user. The DocV (Document Verification) service requires two API calls: The first call uploads an image of an ID to the Document Upload endpoint, and the second call is made to the ID+ endpoint.

5.3 Refactoring of TransUnion Adapter (JIRA ID: INTCL-1833)

Feature Description

The Transunion adapter is refactored to include the following:

  • Request Mapping is modified to use the Integration Framework request generator.

  • The Contact reference lookup field is added to the Income and Employment object.

  • Additional error scenarios are handled.

5.4 Meridianlink SmartAPI Mapping Enhancement (Jira ID: INTCL-1862)

Feature Description

The Meridianlink SmartAPI integration is now enhanced to include additional field mappings to support LOS policy condition rendering.

The following table lists the new fields created inside the Tradelines data model to map with the corresponding fields from the response mapping of the SmartAPI integration.

Fields From SmartAPI Response New Fields created Inside Tradelines Data Model
CreditLiabilityAccountStatusType Account Status
CreditLiabilityCurrentRatingType Account Rating
CreditLiabilityLastActivityDate Last Activity Date
CreditLiabilityLastActivityDate Past Due Amount

5.5 UI for Integration Request and Response Mapping (Jira ID: INTCL-974)

Feature Description

The Q2 Integration Framework has been enhanced to provide a new user interface, with the help of which you can update the existing request and response mapping or add new request and response mapping to the Integration API Configuration.

5.6 Request Mapping Enhancement: Ability to retrieve all fields from the sObject (Jira ID: INTCL-1861)

Feature Description

The Q2 Integration Framework has been enhanced to allow the retrieval of all fields at once from the sObject in the request mapping by enabling a flag in the request mapping instead of manually specifying each field in the filter of the request mapping.

5.7 SMB-LOS CS Enhancements (Jira ID: INTCL-1885)

Feature Description

Enhancements in the CS Integrations have been made as follows.

With the Winter'22 release, SMB LOS will be a requirement for CS Integrations to be able to use the following new features:

  • Created mapping for Party Relationship objects for signers and beneficial owners to create entity relationships in the run time.

  • Added mappings for Application fields for their corresponding Repayment Plan fields when there is no Repayment Plan object corresponding to the Application.

  • The Closing Documents document category would be created on the Application (if not already present when CS documents are received).

  • The Collateral State is now processed through the request mapping to format it before sending it to the CS translator.

  • Added support for Control Person and Principal party types.

  • Added extra mappings required for Resolving Party party-type resolutions.

5.8 documentLibraryVersion Upgrade for CSI (Jira ID: INTCL-1635)

Feature Description

To cover all the latest CS (Compliance Systems) updates, the Q2 Integrations Framework has upgraded the documentLibraryVersion present in the CSI (Compliance System Integration) from 2021.71 to 2022.202.

5.9 Twilio Endpoint Changes (Jira ID: INTCL-1904)

Feature Description

The Twilio endpoint has been updated from "/SMS/Messages” to “/Messages”. The earlier endpoint is deprecated. This modification is done to stop the RACE condition on SMS delivery while sending text messages on the following patch versions:

  • CL Notify, Version 2.5000.1

  • CL Notify, Version 3.3000.1

  • CL Notify, Version 3.4000.1

  • CL Notify, Version 3.5000.1

  • CL Notify, Version 3.8000.1

6.   Fixed issues

This section briefly describes the issues fixed in this release.

Issue ID Description
INTCL-1782 When using the same object alias, which is an array, for two different objects, one record gets repeated.
INTCL-1870 Within the Integration Framework, in case of third-party error, the error gets logged even in the Integration Request.
INTCL-1929 Rule Set record 'ABBY OCR' does not have an external id populated.
INTCL-1873 MeridianLink Credit Freeze is failing and there is a timeout issue.
PDRFF-1434 Getting Exception in Integration callout when we have 'id' keyword in the Salesforce record ID.

7.   Known issues

This section briefly describes known issues known in this release.

Issue ID Description
INTCL-1934 Performance-wise, Transunion Consumer Credit is taking more time as compared to the last release due to which the the1500 calls/hour is not achieved.
INTCL-1980 The PDF report is not displaying for the serviceLink adapter in the UI due to issues related to permissions.

8.   New and modified objects

This section briefly describes the new and modified objects in the Winter'22 release of Q2 Integrations.

Note:

For details on all the Q2 Integrations objects, see Q2 Integrations Data Dictionary.

8.1 New objects

There are no new objects added in this release.

8.2 Modified objects

The following table describes the objects modified in the Winter'22 release of Q2 Integrations.

Modifies Object Added/Modified Field Field Description
Entity_Fraud_Check__c Account__c This newly added field is a look-up to a Salesforce Account.
Reference_ID_2__c This newly added field represents an additional Unique Reference ID.
Recommendations__c Recommendation__c

This picklist field represents any recommendations sent from the vendor. This field has been modified by adding the following two new picklist values:

  • REVIEW: This picklist value indicates that the recommendation status sent by the third-party API is REVIEW.

  • RESUBMIT: This picklist value indicates that the recommendation status sent by the third-party API is RESUBMIT.
Type__c

This picklist field represents the type of recommendation. This field has been modified by adding the following new picklist value:

  • Document Verification: This picklist value indicates that the third party or the vendor has recommended a verification of the document.

clcommon__Collateral_Type__c KBB_valuation_applicable__c This new field is added to determine whether or not the vehicle valuation is applicable for that collateral type.
Income_and_Employment__c Contact__c This newly added field is a look-up to the Contacts.

9.   New and modified REST APIs

There are no REST APIs added or modified in this release.

Note:

For details on all the Q2 Integrations REST APIs, see Q2 Integrations REST APIs Guide.

10.   New and modified global methods

There are no global methods added or modified in this release.

Note:

For details on all the Q2 Integrations global methods, see Q2 Integrations Global Methods Guide.

11.   Post GA release

Follow this section for the details on the issues fixed in the patches on the Winter 2022 release of the following packages:

  • CL Integrations Framework (intframework) (4.1000.2)

  • CL Integrations Adapter (intadapter) (4.1001.5)

  • CL IntsOriginate UI (intui) (4.1001.3)

11.1 Upgrade the SOAP API/REST API versions owing to Salesforce deprecation (Jira ID: INTCL-1988)

Issue Description

Salesforce API version below 30.0 is being deprecated.

Resolution

This issue is fixed now as all the Salesforce REST/SOAP API versions upgraded to 53.0.

11.2 PDF report is not loading for ServiceLink (Jira ID: INTCL-1980)

Issue Description

PDF Report was not loading for ServiceLink UI.

Resolution

This issue is fixed now as the Salesforce versions upgraded to 53.0.

11.3 Date issues in Reviewed Latest Scorecard Details in FICO (Jira ID: INTCL-1910)

Issue Description

The date displayed in the UI was not in the proper date format.

Resolution

This issue is fixed as the date format has been set to “YYYY-MM-DD” in the UI.

12.   Change record

S.No Change Date Description of Change
1. December 16, 2022 Published release notes for Winter 2022 General Availability release.
2. January 30, 2023 Published release notes for Winter’22 Post GA release.

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