Release Notes

Added

• Full Automation: Once automated payments are set up, and the acceptor meets all eligibility criteria, the Refer a Friend app will automatically initiate transactions for both the inviter and the acceptor without delay.
• Introducing email functionality for admin users: This feature enables sending reports to admin users, providing a comprehensive list of all acceptors who submitted referral codes, along with inviter details and campaign information.

Added

• Creating a New Product Campaign – the goal is to open new accounts from the FI marketing efforts (from new or existing customers). 
• Adding new criteria for reward eligibility: the acceptor must not have a negative balance in order to qualify for the reward.

Fixed

• Wait until Acceptor meets all qualifying criteria to determine Reward Target Account (RTA) for both Inviter and Acceptor, rather than determining and storing the RTA for the Inviter the first time the Inviter logs in after the campaign start date.

Fixed

• Fix handling of transactions that do not have HostTranCode. The symptoms of this bug:
  • “Acceptor Reward Host Account ID” column to not update properly
  • “Ready to Reward” column not update properly when debit card transactions requirement was satisfied
• Change eligibility status page link color to black to make it more readable.
• Fix reward transfer bug if the user login name was of datatype integer rather than the expected datatype of string.
• Fix the ‘Mark as Paid’ issue that occurs when the acceptor or inviter has special characters in their first or last names

Features

Financial Institutions (FIs) can:

• Create new campaigns with a start and end date.
• Offer rewards for each campaign.
• Define Acceptor Eligibility criteria.
• Define Inviter Eligibility criteria.
• Set up an expiration window for the criteria.

An online user(Inviter) can invite friends to open an account via text message, email, and social media platforms. Every online user will have a unique referral code, which they can share through any media.