Consumer Portal Release Page
See how the Consumer Portal has evolved over time

2022-11-29

  • Compliance and Regulatory Update
  • Per a recent compliance review of the consumer portal from Joann Needleman, it was recommended to change the text on the landing page.

    Changed landing page language to, “Welcome to the self service portal for COMPANY/SPACE name.

Changed
  • Compliance and Regulatory Update
  • Per a recent compliance review of the consumer portal from Joann Needleman, she recommended to add a static message of, “Minimum payment amounts may be required.“ designed to inform the consumer of the possibility that minimum payment requirements / ranges may be enforced.

Changed
  • Compliance and Regulatory Update
  • Per a recent compliance review of the consumer portal from Joann Needleman, she recommended to remove the “Most Popular” ribbon. Although this is factual and demonstrable across the board in terms of our client base who employ the portal, this may not be accurate in terms of an individual agency and could be misleading to a consumer.

Changed
  • Compliance and Regulatory Update
  • Per a recent compliance review of the consumer portal from Joann Needleman, it was recommended to remove the text, “Create a brighter financial future and resolve your balance today!“ The reason is because this statement could be inaccurate in that we may not actually be helping a consumer to achieve this.

Changed
  • Compliance and Regulatory Update
  • Per a recent compliance review of the consumer portal from Joann Needleman, she recommended the removal of this document and advised should be addressed within the individual agency Terms & Conditions document supplied by the agency.

Changed

2022-11-22

  • We have added a contact change report to the weekly email.
  • This feature is only available if updating personal contact information has been enabled.

New

2022-11-16

  • We've added several new payment options when making a single payment
  • This new feature can be enabled upon request and allows:

    • Setting a one time payment as recurring (between 2-24 months).
    • Setting the date for the one time payment (or start of recurring payments) up to 30 days in advance.

New
  • Consumer Portal no longer allows a pin containing only zeros.
    • Consumers can no longer enter a pin of ‘0000’
Changed
  • Allow consumer data sync even if consumer name is missing from the data.
    • If part of the consumer’s data, like their name, is missing from the source system, we can still import the consumer. This will allow the consumer to log in to the portal using either an account reference or other PII info that is available.
Changed

2022-11-08

  • Added the ability for consumers to update their personal/contact info.
    • This feature will be turned off by default. It can be enabled by request.
    • New phone numbers, emails, or addresses will get consent granted when added.
New
  • Updated the payment disclosure wording to be more clear to the consumer
    • The new wording is as follows with changes in red:

    Disclaimer: This payment will be applied to the full balances due as of Nov 3, 2022. Additional accounts or balances assigned to you on or after Nov 3, 2022 will not be included in this payment and will require additional payment(s).

Changed
  • We are now displaying the correct due date for scheduled payments.
    • Fix an issue with our time zone conversions.
Fixed

2022-11-03

  • Fixed a spelling error on the landing page.
Fixed