Verify More Accounts! Improved Verification Matrix!

Streamlined Verification Flow on the Customer Portal 🔐

We've revamped the main verification process on the Customer Portal, consolidating it from two pages (for verification with Account/File number or First and Last name) into a single, streamlined page. Customers can now easily select their preferred first and second verification methods from a dropdown menu, simplifying the process and aiming to improve the overall verification rate.

• Verification Method 1: Choices include Account/File Number, Last and First Name, and a new option, Full Phone Number (this can be enabled in the Console under Settings > Customer Portal Settings).

• Verification Method 2: Remains the same with options like ZIP Code, Date Of Birth, Last 4 of SSN.

This update is designed to make the verification process more user-friendly and efficient. We'll be closely monitoring its impact on the verification rate in the coming weeks.

Console Updates 🛰️

• The Payment Plans and Accounts reports' Product Types column now reflects Location Product Types from Children for parent accounts, enhancing clarity and detail.

Bug Fixes & Development Infrastructure Updates 🔧🏗️

• We've updated Tratta's backend libraries to the latest versions.
• Addressed minor issues with the Service Fee feature.
• Implemented fixes for various other bugs 🐛.

This suite of updates is part of our ongoing effort to enhance user experience and maintain high security and operational standards.