Client Facing
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Special Reports - Added Electronic Data
Interchange (EDI) Report to all Balance Reporting accounts
All BALANCE REPORTING Accounts will automatically inherit the Special Reports ACH EDI feature.
This includes existing and new balance reporting accounts.
You can locate the ACH EDI feature under the Information Reporting module, Special Reports. A sub menu
titled ACH EDI appears and upon selection, the ACH EDI page will open. You can also access ACH EDI
directly from the Dashboard using the Report selector.
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Previous Day Reports – Expanded ACH Description to include Merchant ID and Receiver Name, if available
The Merchant ID and Receiver Name data fields will display on incoming ACH
transactions that includes this information.
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Previous Day Reports – New User Preference Widget
Float and Hold Columns Hide/Display Balance Reporting now available
A new User Preferences widget allows the Allegro user to set their preference
indicating whether to display float and hold columns in the Balance Reporting reports. The setting
will be carried through on the downloaded reports as well.
The setting can be managed by
clicking the new settings icon situated next to the download icon.
Note: Even when the Allegro user has chosen to hide float or hold
fields, the fields will display on the screen when float or hold values exist so that the Allegro user
doesn't miss relevant data where present.
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New Check Returns Look and Feel with Step-by-Step Help Overlay
Check Returns has been redesigned with new look and feel. A step-by-step
Help overlay will be presented to the Allegro user to help guide them.
This function is
available through the main menu on the Home > Information > Returns
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Updated Verbiage in Notifications for Check
and ACH Positive Pay as well as Check Returns
With this release, Allegro users subscribing to Check Positive Pay, ACH Positive Pay, and Check Returns
notifications sent via SMS and eMail will see information in terms of cut-off times and disposition
instructions of Positive Pay Exception items.
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New Login User ID Minimum
Requirements
The minimum requirements for the User Login ID will be enforced in phases.
Users that do not meet the new User ID standards will be presented with the Change My User ID page to
complete before proceeding to access Allegro.
The Change My User ID sign on task is presented as a 3-step wizard:
Step 1- Important Security Message provides an explanation why the user is
prompted to Change the User ID.
Step 2- Change My User ID screen allows the Allegro user the ability to change
to a New User ID to meet the requirements below:
- between 8-32 characters
- at least one number and one letter
- should not contain spaces
- User ID and Password cannot be the same
For example, user ID John needs change to
John1smit to meet the user ID requirements.
Step 3- Successful Change of User ID and button to Continue to the Allegro
Online Banking Sign on page.
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Allegro User email notice:
Company System Administrator copy of email notice:
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New Inactive User Automated
Disablement Process
Historically, inactive Allegro users have been disabled
from time to time. With this release, this manual process will now be automated. All Allegro users
projected to be inactive for a total of consecutive 120 days will be disabled, with notifications of
inactivation starting on the 90th day of inactivity.
An email notification will be sent to
users who have not logged in to Allegro in 90 calendar days informing them their User ID would be
deactivated unless they login to keep their ID active. Additionally, the Company’s System
Administrator(s) will also receive a copy of the user notification for their information and action,
if needed.
The inactive Allegro User will receive two notifications - first at 30 days and
the second at 15 days before the scheduled automated deactivation date.
System Deactivation criteria is listed below with the default set to 120 days for both:
- Users that have not signed in to Allegro in 90+ calendar days.
- Users that were enrolled by their companies 90+ calendar days but have never logged in.
The following additional steps will occur with each job run in the system:
- Users Scheduled for Removal Report Updated - When the job detects that the
user will be deactivated in 120 days, the first warning email is sent 30 days in advance of the user
deactivation. Allegro Bank Administrators can see which users are pending removal by running the
Users Scheduled for Removal report.
Access this report from the Allegro Portal Admin - Administration Home > Report > Users
Scheduled for Removal Report
Note: if the Allegro user logs in
prior to deactivation, this determined termination date will be cleared.
- Automated Job Success/Failure Notification - This is applicable only to
Cadence Bank Application Support team as they will have the ability to see if the job ran
successfully or failed. If the job failed they will escalate with BitBuilders for remediation.
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Message Center to Display Last Unsuccessful
User Login
The Message Center on Allegro’s dashboard will now display and alert when the Allegro user's account has
had an unsuccessful login since their last successful login. It will show as a critical alert in the
alerts list as shown in the screenshot. This enhancement alerts the Allegro user someone other than
themselves has attempted to use their login credentials.
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Restrict User from deleting last eMail address
and Mobile number from User Profile
In the recent April release, both email address and mobile phone number for an Allegro user became
mandatory. With this release, the removal of the last email address and mobile phone is restricted and
the delete icon will not be displayed in My Contact Info screen.
Access this screen by navigating to Client Support > My Personal Profile > My Contact Info
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Removed Unnecessary Verisign SSL Certificate
Link
The “About SSL Certificates” hyperlink has been removed from the Allegro Sign on page as it is no longer
needed.
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Expanded Mobile and Tablet Links with
e-Invoice Presentment and Payment (EIPP) and Resource Center
The Cadence Bank Mobile app will now include the Resource Center link, located under the Menu screen in
mobile.
The tablet view will have both e-Invoice Presentment and Payment (EIPP) for the entitled users along
with Resource Center under the Menu screen.
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Internal
Allegro Bank Administration
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Positive Pay
ACH Positive Pay Exception
Items Report Expansion
Allegro Bank Administrators can now view violation codes on the expanded ACH Positive Pay Exception
Items report.
Access this report from the Allegro Bank - Administration Home > ACH Positive Pay > Exception Items
Report
In addition, the ACH Positive Pay Exceptions Items report has been enhanced to improve usability with
the addition of business and account combo filters. Allegro users now have the ability to toggle
between single account selection and multi-selection via the Account and Business option.
- Account option is selected by default. The user is required to select the account type from a list
of options and enter the full account number to select a single account.
- When Business option is selected, the user must type in a business short name and select the
business. The business's list of accounts will appear. The user has the ability to multi-select
accounts to appear in the report results.
Impact: TM Client Support, Small Business Client Care, ACH
Operations
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Updates to Business Search Criteria with New
Security Profile Filter
Allegro Bank Administrators can now search businesses’ by criteria including security profile type and
Multi-Factor Authentication (MFA).
Access from the Allegro Bank Administration > Business Search
One or more security profiles can be selected for the search, including businesses that do not have a
Security profile established. MFA search options include:
- Required for all users
- Optional for all users
Impact: TM Client Support, TM Fulfillment, Small Business
Client Care
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Updates to User Search with IP Address, MFA
and Mobile Phone
Treasury Management Client Support team can now can perform research on suspected fraudulent activity
by searching for fields such as IP Address, MFA or mobile phone.
- IP Address -search by the IP address used to access the system. This can
be used to look for specific IP address matches or to look for Allegro users who might access the
system outside the IP address(es) for their company (meaning they accessed Allegro from outside
work).
- IP address must be entered in the form of #.#.#.#.
- Each # can be from 1 to 255.
- You can also search by a range - e.g.: 192.168.1.1 to 192.168.255.255
- Other filter options include:
- Equal To
- Not Equal to
- In Range
- Not In Range
- MFA - search by whether the Allegro user has the MFA option required. You
can look for users who have MFA Required for all Users, Optional for all Users or Disabled for all
Users
- Mobile Phone - search by whether the Allegro user has a mobile phone
number.
Impact: TM Client Support, Small Business Client Care
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Allegro User View
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Enhancements to the User Token Activation Page
As part of our Token Digitization at Allegro Login projected to be deployed
1Q 2021 , new token credential data has been added to the Token Activation Management
screen.
Access this screen by navigating to the User Setup screen> Hardware Tokens
- Enhancements include:
- New Manage Tokens permission - to manage user entitlements for the newly added token
management functions. This permission must be added to the proper roles for Allegro Bank
Administrators to enable these features for use.
- The Symantec token credential ID will be fully visible to Allegro Bank Administrators. This
will be masked for the Allegro user. (Note: this is blurred in release notes in screen
shot to left)
- The Symantec token credential user ID of the token owner is only visible to Allegro Bank
Administrators.
Added token's status display:
- Disable a token and prevent its use. A disable reason must be provided.
- Re-enable a disabled token.
- Nickname Field Updates – The nickname field will only display when the
Allegro user has provided one during credential setup. If not provided, it will be hidden.
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Administrative Reports Expansion
User Provisioning Update (include Date and Time)
User Provisioning Report did not provide time of user creation and last login which is needed for future
system audits. The User Provisioning Report now displays the time in both the Date Created and Date Last
Login columns on the results screen and exports.
Impact: TM Client Support, Small Business Client Care
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New User Scheduled for Removal Report
(Inactive Users)
The new User Scheduled Removal Report can now be accessed in Allegro Bank Admin. The report includes
the Allegro users scheduled to be disabled at a future date and for which the User Deactivation email
notification has been sent directly to the user and to the company’s system administrator(s).
Access this report from the Allegro Bank Admin > Reports > User Scheduled Removal
Report Features include:
- Scheduled Removal Filter – this will default to "This Month" as the date
- "Play" button - This is an On-Demand report, which means the TM Support
staff member would run, based on new established procedures.
- Export - The report is exportable in CSV, PDF and Excel formats
Note: The nightly job that detects the inactive Allegro users will set and display the
projected deactivation date.
Impact: TM Client Support, Small Business Client Care
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New Users De-Provisioning Report
With this release, we are introducing a new report of all users who have been deleted, either by
Cadence staff or via automated script. This report is available to all Allegro Bank Admin users and
can be filtered and exported.
Access this report from the Cadence Bank - Administration Home > Reports > User De-provisioning
Users De-Provisioning Report Features include:
- Date Removed Filter – this will default to "This Month" as the date
- "Play" button - the report does not auto-run so select Play once the appropriate filters have been
selected to run the report.
- Status – De-Provisioned users will have a status of Delete.
- This is a soft delete in the system. To undelete, go to Allegro users related Client Profile >
Users > Filter user list by Deleted = Yes. Select user and select “Undelete” to enable user.
The report is exportable in the following formats:
This report can be accessed from the Reports by selecting the Report Selector filter.
Impact: TM Client Support, Small Business Client Care
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New Business with No Active Accounts
Report
The new Businesses with No Active Accounts Report provides a list of all company profiles that have no
active accounts. This new report will assist the client support teams to review the profiles and take
appropriate action to remove the profile, if client has left the bank or has accounts migrated onto a
single client profile. The objective of this report and process is to reduce the account analysis fees
reversals from occurring and/or negative balances on the billing account as a result of the service
still active.
Access this report from the Allegro Bank Admin > Reports > Business with no Active Accounts
The report is exportable in the following formats:
This report can be accessed from the Reports by selecting the Report Selector filter.
Impact: TM Client Support, Small Business Client Care
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New Application Usage Report
The new Application Usage report provides visibility into Allegro
applications most used by our end-users. Although available to all Allegro Bank Admin users, this
management report will be used primarily by TM Product to use as a base for upward usage
communications and further investment opportunities.
Access this report from the Allegro Bank Admin > Reports > Application Usage
Note: For running a report, a date and category selection is required.
Categories include:
- Session
- Successful Logins
- Failed Logins
- Users Locked Out
- Positive Pay
- Decisions Made, Issued Items Cleared, Issued Items Updated
- ACH Positive Pay
- Decisions Made, Filters Created, Filters Updated
- Stop Payments
- Transfers
- Transfers Made
- RDC Mobile
- Mobile Deposits
- SSO
- Successful SSO
- Failed SSO
Data Chart Labeling - The y axis labeling always
reflects the count (ex. number of logins) or the amount (total transfer amount). The x axis labeling
reflects the time. The x axis labeling changes depending on the date range selected.
- If a single day is selected, the x axis labeling will appear in the form of time of day
- If a range 7 days or less is selected, the x axis labeling will appear as day of week
- If a range of between 7 and 31 days is selected, the labeling will appear as week number
- If a range of between 31 days and 18 months is selected, the labeling will appear as month and
year, as shown in the screen shot
- If the date range selected is greater than 18 months, the x axis labeling will appear as years
Impact: TM Client Support, Small Business Client Care, TM
Product
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New Special Reports (ACH EDI, ACH
NOC and Returns)
The ACH EDI, ACH Notice of Change (NOC) and ACH Returns offered to Allegro clients under the
Information Reporting/Special Reports feature can now be accessed directly from the client profile
page or the Bank Admin Reports sections within Allegro Bank Admin. This capability is to replace the
current need to simulate a client user when researching and issue or assisting a user.
Allegro Bank Administrators may have the following permissions based on job roles and
responsibilities:
- Special Reports - View Reports - to view the reports under Balance Reporting
To review the Special Reports for a single company, navigate to the company setup page and access
their report at the bottom right by selecting Special Reports.
You can choose between the three available reports as shown in screenshot and report will be
generated.
Impact: TM Client Support, Small Business Client Care
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SSO User
Business Removal
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Updates to Admin Task Manager for Allegro Bank
Administrator
The following enhancements have been added. They include:
- Due Date – Date can now be edited on an existing task
- Assignment - Checkbox selection has been added for ease of assignment of
multiple tasks
- New Task Statuses
- Canceled - Comment automatically added to the task indicating when and
by whom it was canceled.
- On Hold - Comment automatically added to the task indicating when and
by whom it was placed on hold.
- Assigned To – added an Assigned To filter with following selections:
- Not assigned
- Assigned to me
- Choose one or more Allegro Bank admins from the list (These are Allegro Bank admins who have
permission to view tasks)
- Admin Master Role filter - You can now filter the task list by choosing a
master role. There may be different groups of admins using the task manager and master roles provide
a way to filter the list such that you can see tasks assigned to any admin who is a member of a
master role.
- New Links – in the Assign To column of the Task Manager screen, this is
now link for a business or user that will open the business or user details in a new tab.
Additional Automation to Task Manager
When a business is deleted, user is deleted or SSO is setup for a user, the system will check for
tasks that apply to the user/business and automatically update the status in Task Manager
accordingly.
SSO User
For Setup User SSO tasks in Task Manager, when a new user is added via copy user that has a SSO role
then SSO role is assigned to user. The task will be automatically set to Complete, and a
comment will be added to the task indicating that a SSO add event has occurred. However, TM Client
Support still needs to add a request for user to get assigned to respective product. And conversely,
when user is deleted any SSO setup tasks will be automatically set to Canceled and the TM
Client support will still need to submit a request to remove user SSO role from the respective
product.
Business Removal
When a business is deleted, any Review Business for Delete tasks will be automatically changed to
Complete status. Any Setup Business SSO tasks will be changed to
Canceled status. However, the TM Client support will still need to submit a request
to remove user SSO role from the respective product.
Impact: TM Client Support, Small Business Client Care
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Updates to Client Profile Security Profile and
MFA Login Option
Today, our TM Fulfillment team has to manually click on the Login MFA Election drop-down menu to select
“Required for all users” from “Allow User to Opt In” when creating or editing a new business and going
forward this will default. This will provide operational efficiencies.
Note: that after the default is set for Login MFA Election, the Allegro Bank Administrator can
override it.
Impact: TM Fulfillment, TM Client Support, Small Business Client Care
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Enhancement to User Setup Screen Message to
Display Edits (Time and By Whom)
The User Setup page has been enhanced to display the date and by whom (manually or automated job) an
Allegro user was deleted. This enhancement will expedite research activities, when needed.
Impact: TM Client Support, TM Fulfillment, Small Business Client Care
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Marketing Ads Enhancement
Marketing Ads is enhanced for Retail and TM Product’s use. This enhancement allows for targeting
specific users/user list.
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| 2020 Releases
