Release Notes

Want to stay in the loop with PDF Insights? Check out this changelog. It shows the new features and updates for the past 3 months. If you have any questions, feel free to reach out to Support.

• MCA Changes: Shows the MCA transactions where the withdrawal amounts changed.

🎯 To include this section, use Underwriter Settings to update Scorecard Sections in the Insights UI.

For the makecsv and uploadpdfs endpoints, there's a new parameter:

• fileurl is the URL of the file(s) to upload.

  If you're using makecsv, you can place a PDF or JSON file and point the URL to it. We can retrieve the file and process it.

  If you're using uploadpdfs, you can place your PDF and JSON files in one ZIP and point the URL to it. From this URL, we can retrieve the zip, unzip the files, and process them.

• Prequalify Passed Rules: The list of rules that passed prequalification. This information only appears if you have prequalify enabled. To enable prequalify, please contact MoneyThumb Support.

🎯 To include this section, use Underwriter Settings to update Scorecard Sections in the Insights UI.

• landingURL shows the name of the landing. For details, the Embedding Guide and the signedURL endpoint.

• For added security to API access, we now offer CIDR-based whitelisting for your company. This allows you to restrict which servers or networks can run our API calls in your account. To set up CIDR whitelisting, please contact Support.

• MCA transactions with a monthly frequency are included in the Scorecard calculations by default. You can now exclude MCA transactions with a monthlty frequency from the Scorecard calculations.

🎯 To exlude these transactions:

1. Log into the Insights UI and select Underwriter Settings.
2. Click Edit.
3. Select MCA Settings.
4. Uncheck the Include monthly MCA transactions box.
5. Click Save.

• uniqueTid is the unique tracking id for each statement in a file. It returns as tid-N.

There's new column Insights UI Home page called Prequal Status. This shows whether an application is accepted or declined based on prequalify rules.

🔎 Here's an example.

If you need to enable prequalify, please contact Support.

• The /deletestatement endpoint deletes a statement in an application by statement ID. For details, see Delete statement by ID.

• The /checkprogress endpoints shows the progress of a conversion. For details, see Check progress.