UMS Enhancements

Additional fields have been added in the UMS Template wizard:

• “Bank Account Type” for “Bank Account” field to Business Details step. This field is active when “Bank Account” has “Required” or “Visible” value. When “Bank Account Type” = “Bank Transfer”, the user should set visibility for the relevant parameter values.
• “Format” for “SSN / National Id Number” field in Contacts step
• “Site Survey” to Risk Profile step

Depending on the Template configuration, “Site Survey” checkbox and “Bank Transfer” parameter values can be displayed in Application wizard.

The Underwriting Management API section was updated accordingly.

See the Developer’s Portal for more details.