Allegro Releases - Internal Purposes Only
2019 2020 2021
Mar
Jun
Sep
Nov
Nov 21, 2021 release includes new features and enhancements as follows:
Client-Facing
Desktop
- Redesigned Pages for Positive Pay, ACH Positive Pay and Returns
- Addition of Department to Positive Pay – File Definitions
- Wire Processing Time Included in Wire Transactions History
- Client System Administrators Page Updates
- Enhanced Push Notifications Status on Device Screen
Cadence Bank Mobile App
- Expansion of Push Notification Delivery Method:
- Positive Pay Auto-Import Alert
- File Transfer File Upload Alert
- Secure Mail Messages Alert
- App now Supports Back Navigation for Transfers
Client Self-Service Administration
Internal
Allegro Bank Administration
- Create New User Wizard Update
- Enhancements of the User and Company Dashboard
- Reorganized Dashboard Sections
- New Page Refresh Option
- New Application Access Single Sign-on (SSO) Delete Confirmation Prompt
- Principal Contact Edit Updates
- Application Access Groupings Updates
- Role Groupings Collapsed by Default Updates
- Role Module Name Updates
- Role Filtering Updates
Task Manager
- New Teams Management Screen
- New Team Task Assignment
- New Task Manager Assignment Filter
- Addition of Teams to Task Summary
- Column Updates to Task Manager
Alerts
- New Task Manager Email Notification
- Expansion of Return Items Notification Email Includes Inactive Accounts
Search
Reports
- New Business Accounts Reports
- Addition of Date Filter to ACH Exception Report
- Report Header Updates
- Enhancements of App Usage Report
- Addition of User and Business Filters
Security
General
- Renamed User and Business Roles Column
- Removed Legacy Add User and Add Account Links
- Online Payments (UOB Single Sign-On) Session Keep-Alive Update
Features Include:
1. Positive Pay 2. ACH Positive Pay |
Redesigned Pages for Positive Pay, ACH Positive Pay and ReturnsPages layout and feature intros on page have been updated for following:
*Today’s Exceptions remaining time to display on left. Note:
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Addition of Department to Positive Pay – File DefinitionsDepartment existed in legacy screen and has been reintroduced back to the new Positive Pay – File Definitions screen. |
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Wire Processing Time Included in Wire TransactionWire processed date and time is now included in the detail overlay for the Balance Reporting Wire Transaction History. |
User Management Dashboard Company Profile Dashboard View Only |
Client System Administrators Page UpdatesNew style sheets applied to the Client System Administrators (Business Admin) pages that provide a fresh, more modern look and feel for a better end-user experience |
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Enhanced Push Notifications Status on Device ScreenMy Device screen, located in more devices under the Client Support > Security Center, now shows the push notifications opt-in status on the device as follows:
Note: Tooltips appear on hover over of icon. Opt-in statuses only appear for smartphones or tablets. |
Secure Mail Messages Push Notification Setup |
Expansion of Push Notification Delivery MethodMobile push notification delivery method is now supported for following alerts:
Note: the user must have chosen to receive the delivery as push notification and already authorized the delivery of push notifications on the Cadence Bank Mobile app. |
App now Supports Back Navigation for TransfersCadence Mobile Bank app now supports back navigation to go back to list for Transfers. |
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Glimpse of New Company Business Security Administrator (BSA) Screens BSA - User Management Dashboard BSA - Company Profile Dashboard |
Upcoming Client Self-Service Administration Nov Pilot At-A-Glance
The Self-Service Admin Pilot is planned to begin
November 2021 with a few clients and a full rollout in Q1/Q2 2022. Taylore
Haftek, TM Product, will lead the one-on-one session coordination with the
participating clients and the internal designated Bank Admin team to process
requests from the Pilot.
Prior to rollout, we will provide you with additional details on the Self-Service
Admin Center on the Resource Center which will house the user guides and manuals.
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Create New User Wizard Update
New step in the Create User wizard will now allow the admin user to review the
Single Sign-on (SSO) applications added to the user through the selected roles, new
step six (6) displayed in the screenshot.
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1. Reorganized Dashboard Sections
User Dashboard 2. Refresh Option 3. Principal Contact 4. Application Access SSO Delete Prompt 5. Application Access Grouping Dropdown 6. Role Groupings – role assignment Role Groupings - Create New User |
Enhancements to User and Company Dashboard
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New Teams Management Screen
As a continuation to build upon for the upcoming Client Self-Administration
component, we are introducing Administrator Teams to allow Allegro Bank
Administrators to be grouped into teams. These teams will be instrumental to manage
Task Manger task assignments submitted by the client’s Business Security
Administrator.
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New Team Task Assignment
Allegro Bank Administrators can now assign tasks from Task Manager to individuals’
user or a team in the right pane.
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New Task Manager Assignment FilterFilter “Assigned to” contains 3 filtering options, all turned “on” by default on the screen.
Me – Tasks assigned directly to me
Note: You can turn each option on or off. |
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Addition of Teams to Task SummarySummary view provides aggregate view of Tasks by status to each administrator team to which you belong. |
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Column Updates to Task ManagerPage columns reordered with new “Age (days)” and “Update” column. Age filter now added to advanced filter. Updated column displays recently updated tasks with date/time. |
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New Task Manager Email NotificationAllegro Bank Admins can now subscribe to the new Task Manager email alert. This runs throughout the day and notification is sent on new tasks that have been submitted which apply to them. Subscribed admins receive the email alert when:
Bank Admins can manage email notification subscription on Admin Home screen via
Customer Service > Setup Admin Alerts
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Expansion of Return Items Notification Email Includes Inactive AccountsThe Return Items Import summary email will now show the masked account number for any invalid accounts listed. |
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Service Class Categories Included in User SearchUser search now includes Service Class Categories in addition to service classes. |
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New Business Accounts ReportsThree new account summary reports available on the Bank Admin Dashboard.
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Addition of Date Filter to ACH Exception ReportBank Administrators now can view a list of all exception items for a selected date. |
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Report Header Updates
Reverted the report title headers to display report names instead of "Administration Reports" for following:
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Enhancements of App Usage ReportBusiness and user filter added in advanced filters. |
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Enhanced Front End-User Simulation with Bank Admin LockoutAllegro Bank Administrators attempting to stimulate front end-users will now get locked out after 3 consecutive failed Signon attempts. |
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Renamed User and Business Roles ColumnRenamed column to “Applies To” from “Module Category” on both User and Business Roles information screen. This column will display the Module Category alongside with the primary module. Note: “- -” dash will display in column if no primary role is selected which is optional. |
Removed Legacy Add User and Add Account LinksLegacy links removed from legacy Company Setup dashboard and throughout the admin site (navigation, menus, business and user dashboard). |
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Online Payments (UOB Single Sign-On) Session Keep-Alive Update
Online Payments SSO session connection with Universal Online Banker (UOB) will keep
the Allegro user’s session now extended for 30 mins when they are in payment center.
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