Improvements

  • Our Force.com integration now has the ability to assign different LOS objects to different levels in a relationship's hierarchy
  • We've revised our "Send to LOS" logic in our Force.com integration to default to send new products on update
  • Our Force.com integration now has the ability to check conditions before creating an LOS record, which will allow us to better handle mapping of collateral and fees

 

Bug Fixes

  • We’ve fixed a bug where loading an existing opportunity that contained a conversion loan would display an error message
  • Relationships with deleted opportunities will no longer be displayed under the “Open” filter of the Relationships Grid
  • We've fixed a bug with our Force.com integration where users weren't able to price renewals of Lines of Credit where the average balance in Relationship Awareness was higher than the loan amount