What's New 2019

September 2019

  • Session Timeout Message: If a user is inactive for 15 minutes, an 'Inactive Session' message will now display to warn a user their session is about to expire. A user must select Continue to continue the session and avoid logging in again. If a user does not select Continue prior to the session timeout at 20 minutes, the 'Session Expired' webpage displays, the session is ended, and a user is logged out. For Help information, select Active/Inactive Sessions.

  • Process Type added to Pipeline Report: The Process Type has been added to the Pipeline Report and downloaded Excel reports. For Help information, select Pipeline Reports.

August 2019

  • View Dispositions: This version of CASH Workflow adds the ability to view dispositions on the Process Grid, Pipeline Report, and downloaded reports. The ability to filter by dispositions has also been added to the Process Grid and Pipeline Report. Dispositions are a way of categorizing stop/end/pause states of a process. For more information select the following Help topics: Dispositions and Document Categories, Processes Grid, and Pipeline Reports.

  • Saved Last Search: Search behavior for Tasks, Processes, and Process Templates grids has been updated to remember the last used search term during a session. Select x in the search box to clear the last saved search and show all items in the list.

  • Updated New Gate Default Setting: The default setting for the Ignore Unreachable Paths on any new Gate node has been changed to unchecked by default. With this default, a Gate opens only when all incoming paths to the Gate are complete. Existing Process Templates are unchanged.

July 2019

  • New Gate Behavior: CASH Workflow now supports two different behaviors for the “Gate” node. A new setting on this node will block the gate and prevent the process to mover further until either all the incoming paths are complete, or all the reachable incoming paths are complete. When the user selects a particular conditional choice, all remaining choices and paths originating from them become unreachable. By default, the unreachable incoming paths will be ignored for existing custom and default templates.

  • Import/Export of Process Templates: CASH Workflow now supports importing and exporting of process templates. A user can create a process template, export it, and another user can import this template in a different account and/or environment. This allows for efficient sharing of process templates. Both the default (predefined) as well as custom process templates can be imported/exported. Please note that templates can be exported and imported only one at a time (bulk operations are not supported).

May 2019

  • Improvements to shared grid and report views: This version of CASH Workflow further enhances the Shared Views and Shared Reports functionality. If a user is removed from the system, any views shared with others will remain available. Any recipient of those views can assign a new owner. Only the individuals with Shared Report Views and Shared Grid Views permissions will be eligible to become new owners. As a reminder, an owner can update, rename, or delete a shared view, and those changes are propagated to all recipients of the view automatically.

April 2019

  • Shared Grid and Report Views: This version of CASH Workflow introduces the ability to share grid and report views with other users or roles. Users with appropriate permissions can share views for reports (Pipeline & Performance) and grids (Processes & Tasks). This functionality will allow managers and supervisors to create common views for grids and reports for their team members, so everyone is looking at a consistent set of data.

  • IP Filtering Support: CASH Workflow now supports IP (Internet Protocol) filtering capabilities that allow you to limit access to the application only from specific IP addresses specified in Security Administration. IP addresses that are not white-listed will be blocked from the accessing CASH Workflow application. This is an optional capability; Financial Institutions who choose not to use this functionality will not be impacted. For more information, refer to the IP Filtering section in Security Administration Help.

March 2019

  • Updated Pause Behavior: This version of CASH Workflow adds the option to continually update the due dates and keep the SLA unchanged while a process is paused. Previously, the due dates did not update automatically while the processes were paused. As a result, the processes, their tasks and phases could become critical or late while paused. Users can now configure a template level setting to update due dates and keep SLA unchanged while the process is paused.

  • Active Tasks on Process Grid: CASH Workflow now provides users an easy way of viewing active tasks of a process directly from the process grid. A user can click on the process state and SLA icon to view the list of all active tasks including the assignee, due date, and status for each. Additionally, a new optional “Active Tasks” column is now available on the process grid that displays the names of all active tasks for each process. The data in this column can also be downloaded to Excel through the Download action on the process grid.

  • Manage saved views: CASH Workflow introduces a more streamlined user experience for creating, updating, renaming and deleting views for Process and Task grids and Pipeline and Performance Reports. Users can now perform all these actions from a single menu. Additionally, users can now specify self-created views as defaults for the grids and reports. When user goes to a particular grid or report after login, the data will load using the default view. The system provided default view is still available and has been renamed as “Standard” view. After the first-time login, the grids or reports will load with the “Standard” view, but user can change that any time they want.

January 2019

  • Updated CASH Workflow Onboarding and Setup for new customers: This version of CASH Workflow streamlines the new customer on-boarding process by installing sample process templates. The templates are automatically installed when a new customer is granted a CASH Workflow license. New customers receive the CRE (Commercial Real Estate) Loans template and the C&I (Commercial and Industrial) Loans template. New customers can use these templates as is or as a starting point when creating their own.