1.2 Creatio Financial Services CRM changelog

Release date: 12/18/2025

This document details the technical changes and enhancements introduced in Creatio Financial Services CRM 1.2. It is intended for developers, system administrators, and DevOps engineers responsible for maintaining and extending Creatio customizations.

For a comprehensive overview of the new features, refer to the 1.2 Creatio Financial Services CRM release notes.

The update guide for the on-site applications is available in a separate article.

Creatio platform

Category	Feature	Status	Description
Communication	Consultations	Fixed	Fixed the issue where the Consultation center sidebar displayed the previous customer profile when initiating a new consultation for a different customer. The corrected logic now loads the appropriate profile immediately, ensuring accurate and consistent behavior during consecutive consultations and preventing outdated profile information from appearing.

Finserv Customer Management

Category	Feature	Status	Description
Contact management	Contact page	Changed	Added support for color coding in customer life event categories to improve visual recognition and streamline interaction with the event-related data. This change improves data visibility, supports faster decision-making, and enhances the overall user experience when working with life events. More details Added the "Color" (Color code) column to the "Customer life event category" (CustomerLifeEventCategory code) object. This change affects existing contacts of the "Customer" type and is applied to the "Category" column in the Life events expanded list on the Contact info tab of the contact page after upgrading the app to version 1.2.
Contact management	Contact page	Fixed	Fixed the issue where the AI insights and alerts expanded list on the Overview tab of the contact page displayed records unrelated to the current contact. More details Changed the VwAIInsightsAndAlerts_Top5RecordsMsSql, VwAIInsightsAndAlerts_Top5RecordsOracle, VwAIInsightsAndAlerts_Top5RecordsPostgreSql SQL scripts to return the latest five AI insights and alerts per contact. Renamed the system-facing objects for improved UI clarity: "VwAIInsightsAndAlerts" to "AI insights and alerts view (view)" for the VwAIInsightsAndAlerts object. "AIinsightsAndAlerts_BatchTempTable" to "AI insights and alerts batch temp table" for the AIinsightsAndAlerts_BatchTempTable object. Removed: Unrelated "AI Insight" (AIInsight code) object from the AI insights and alerts expanded list on the Overview tab of the contact page in the Freedom UI Designer. "Contact in household AI insights and alerts (view)" (VwCIH_AIInsightsAndAlerts code) object from the AI insights and alerts expanded list on the Overview tab of the contact page in the Freedom UI Designer to eliminate unused and redundant data sources and improve maintainability. Filtering by period from the AI insights and alerts expanded list on the Overview tab of the contact page, as the list displays only the latest five records, making date-based filtering irrelevant and potentially misleading.
Contact management	Contact incomes, Contact expenses, Contact liabilities	Changed	Modified the list of actions in the Income, Expenses, and Liabilities expanded lists on the Financial summary tab of the contact page to better align with supported financial data management workflows. More details Removed the Copy action from the list of row actions to prevent unintended data duplication and ensure better data consistency.
Contact management	Customer identification	Changed	Added the City and ZIP/postal code fields to the Communication options expanded list on the contact profile of the customer identification page to support more complete address data capture during onboarding and compliance processes.
Contact management	Households section	Changed	Added household history tracking to improve the traceability of key household data changes over time. More details Added: "Household history" (HouseholdHistory code) object that includes the "Household" (Household code), "Full address" (FullAddress code), and "Primary contact" (PrimaryContact code) columns. History tab on the household page. The tab includes the Household history expanded list filtered by the current household. "Create household history" business process that logs history records automatically when the Primary contact or Address info profiles on the household page change.
Contact management	Households section	Changed	Added automated control mechanisms to ensure that every household has an assigned primary contact. More details Added: "Manage household without primary contact" business process that triggers when a household is created without a primary contact or when the existing primary contact is unassigned. "Assign primary contact in household (sub-process)" business process that populates the Primary contact profile on the household page. Automatic task completion once a new primary contact is assigned successfully.
Contact management	Households section	Changed	Added support for creating a household member directly from the contact page. This change improves the household member management experience, reduces unnecessary manual steps, prevents accidental edits, and streamlines the creation of related records through direct actions. More details Added: Contact page parameter to the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema. "Make elements read-only, editable: Contact, Household" page-level business rule to the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema. The rule makes the "Contact" column read-only and the "Household" column editable when the Contact page parameter is populated. crt.HandleViewModelAttributeChangeRequest request handler to the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema. The handler tracks changes in the PageParameters_Contact attribute and sets its value to the "Contact" (Contact code) column of the "Contact in household" (ContactInHousehold code) object, enabling business rules to react to page parameters and adjust field accessibility based on the entry point. New button to the Households expanded list on the Contact info tab of the contact page. The button opens the "Create household mini page" (CreateHousehold_MiniPage) schema. Changed the Household field on the Legal & identification profile of the contact page to read-only.
Contact management	Households section	Changed	Changed the quick filter in the Members expanded list on the General information tab of the household page to more accurately represent the current household members. This change improves clarity for users reviewing household composition and supports more accurate and consistent record tracking. More details Renamed the quick filter in the Members expanded list from "Active" to "Current member." Changed the filter logic so that it includes contacts whose "Status" column value in the Members expanded list is "Active" or "Opted out," ensuring all current members are displayed under the same filter.
Contact management	Households section	Changed	Modified the list of actions in the Members expanded list on the General information tab of the household page to comply with supported household management workflows. This change helps maintain data accuracy and ensures users operate only within valid household management actions, avoiding unintended operations. More details Removed: Merge action from the list of bulk actions to prevent unsupported merge scenarios. Copy action from the list of row actions to avoid unintended duplication of household members.
Contact management	Households section	Changed	Improved the household creation flow. This change ensures that each household is consistently created with valid primary contact data, avoids conflicts with duplicate primary contact assignments, and streamlines ownership tracking for better accuracy. More details Added support for defining default role values for primary contacts. The functionality is managed by the new "Default primary contact role in household" (DefaultPrimaryContactRoleInHousehold) system setting. Out of the box, the default value is "Head." Changed: "Create household mini page" (CreateHousehold_MiniPage) schema: Added the Primary contact field. Removed the Continue in other page button. "Check primary contact in other households" business process to trigger when the Primary contact field on the Create household mini page in the Households section or on the Create contact in household mini page of the household page is populated, ensuring the selected contact is not already a primary contact in another household. Logic for populating the Owner field in the Household info profile on the household page. Now, the current contact is automatically set as the owner for newly created households. The List component of the Households list page to disable inline editing to prevent direct edits. The Full name field on the Primary contact profile of the household page to read-only. "Create contact in household" business process to automatically populate the Members expanded list on the General information tab of the household page when a primary contact is defined during household creation.
Contact management	Households section	Changed	Improved the management of household members to ensure data integrity and consistent application of household membership rules across all member statuses. More details Added: "Contact in household edit mini page" (ContactInHouseholdEdit_MiniPage code) client module that implements the mini page. "readonly": true property to the source code for the "Contact" (ContactInHouseholdGridDetailDS_Contact code) column in the Members expanded list on the General information tab of the household page. This prevents changes once a contact is added. "Deactivate contact in household" business process that handles status changes to "Archived," "Moved out," or "Opted out" in the Members expanded list on the General information tab of the household page. "Remove contact in household" business process that handles deletion of members whose status is "Active" or "Opted out" in the Members expanded list on the General information tab of the household page. Changed: The Required property value in the General property block of Object Designer from "No" to "Yes" for the "Status" (ContactInHouseholdStatus code) column in the "Contact in household" (ContactInHousehold code) object. "Manage household primary contact assignment" business process to trigger on status changes, ensuring that the household primary contact remains up to date.
Contact management	Households section	Changed	Changed the contact selection logic on the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema to prevent adding the same active contact to a household more than once. This change improves data consistency and eliminates duplication in household composition by enforcing selection rules. More details Added a filter to the Contact field on the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema to exclude contacts already associated with the current household. The filter is applied for both "Selection window" and "Dropdown list" values of the Lookup view parameter in the Freedom UI Designer, ensuring consistent behavior regardless of how the user selects a contact.
Contact management	Households section	Changed	Added a unified timeline for displaying AI insights and alerts related to household members, centralizing key information for improved usability and decision-making. This change shifts the focus from individual contacts to household members, providing users with a clearer overview of key alerts in one place and enhancing visibility. More details Added: "Contact in household AI insights and alerts (view)" (VwCIH_AIInsightsAndAlerts) object that includes the "Contact" (Contact code), "Description" (Description code), "Household" (Household code), and "Name" (Name code) columns. "Contact in household AI insights and alerts (view)" object to the AI insights and alerts expanded list on the General information tab of the household page in the Freedom UI Designer. The new object displays the top five AI insights and alert events for each household member whose status in the Members expanded list is "Active" or "Opted out." IX_ContactInHousehold_Contact_Status index to the "Contact in household" (ContactInHousehold code) object to improve query performance.
Contact management	Households section	Changed	Added support for validating duplicate household membership and automating primary contact reassignment to improve accuracy and reduce manual intervention in household member management and ensure consistent updates. More details Added: A validation check to the "Create contact in household mini page" (ContactInHousehold_MiniPage code) schema that triggers the "Check primary contact in other households" business process. Creatio notifies users when the selected contact is already a member of another household. A new reassignment flow to the "Manage household primary contact assignment" business process. If a contact whose Primary contact checkbox is selected in the Members expanded list on the General information tab of the household page is unassigned and only one active member remains in the previous household, that remaining member is assigned as the new primary contact automatically.
Contact management	Households section	Changed	Changed address field accessibility on the household page to prevent manual edits and ensure alignment with automated address synchronization workflows and maintain consistent field behavior. More details Added the "Make elements read-only: Address fields" object-level business rule to the "Households form page" (Households_FormPage code) schema. The rule makes all address-related fields read-only on the household page. Changed the Country, State/province, and City fields on the Address info profile of the household page to no longer display values as links to prevent navigation from these fields.
Contact management	Households section	Changed	Changed the household address synchronization logic to ensure the household address always reflects the latest primary address of the designated primary contact. This change improves data consistency, prevents duplicate addresses, and reduces manual updates across all synchronization scenarios. More details Changed the "Update address in household" business process to run automatically when the Primary checkbox is selected for an existing address in the Addresses expanded list on the Contact info tab of the contact page for a contact whose "Status" column is set to "Active" and Primary contact checkbox is selected in the Members expanded list on the General information tab of the household page, or when a new primary address is added for such a contact. The process replaces the household address only when the contact meets the required conditions and ensures that no duplicate addresses are created during synchronization.
Financial documents	Document management	Changed	Renamed the "Unuploaded" status to "Not uploaded" in the Document statuses lookup to improve clarity and align with standard terminology. This change replaces the previous non-standard status label with a consistent terminology update.
Applications and credit processing	Evaluation management	Changed	Changed evaluation status handling to improve evaluation tracking and UI clarity. This change ensures that evaluation statuses clearly reflect each stage of automated and manual processing while keeping the status log up to date in real time. More details Added: "Manual selection enabled" (ManualSelectionEnabled code) column of the "Boolean" type to the "Evaluation status" (EvaluationStatus code) object to control whether a status can be selected manually in the UI. The column is available out of the box in the Evaluation statuses lookup and contains the "Yes" value for statuses where manual selection is applicable. "Apply static filter: Status" object-level business rule to the "Evaluation history" (EvaluationHistory code) object. The rule displays only those values in the Status field on the General information tab of the Evaluation history mini page whose "Manual selection enabled" column in the Evaluation statuses lookup is set to "Yes." "Auto checks processing," "Auto checks completed," "Auto checks declined," and "Cancelled" statuses to the Evaluation statuses lookup to support automated flow tracking. Changed the status of the Enable live data update checkbox in the Behavior property block of the Object Designer for the "Evaluation status log" (EvaluationStatusLog code) object from cleared to selected, enabling real-time UI updates.
Applications and credit processing	Evaluation management	Changed	Changed the evaluation history flow in the underwriting process to clearly distinguish checks that become irrelevant after a negative approval outcome and reduce ambiguity in status interpretation. More details Added the "Cancelled" status to the Evaluation check statuses lookup. Previously, checks that became irrelevant due to early rejection in underwriting could only be marked as "Rejected," which caused confusion and did not reflect the actual process outcome. This change affects existing contacts and is applied to the "Status" column in the Evaluation history expanded list on the Compliance & risk monitoring tab of the contact page after upgrading the app to version 1.2.
Apps and packages	Package management	Changed	Changed the placement of the "Evaluation history (Page settings)" (EvaluationHistoryRelatedPage code) schema of the "Add-on" type from the CrtFinservCstmr360ObjMdl package to the CrtFinservCstmr360 package, where the related "Evaluation history mini page" (EvaluationHistory_MiniPage code) schema is defined. This change eliminates circular dependencies between packages and improves maintainability by aligning the add-on with its corresponding UI component.
Schema management	Schema inheritance	Changed	Changed the implementation of the "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas to separate application-specific versioning logic from the standard save behavior. This change improves separation of concerns between general contact data management and application-specific versioning logic, ensuring consistent behavior in financial applications while keeping Customer 360 app functionality unchanged. More details Added replaced schemas for the "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas to the CrtFinservAppMgmt package. These replaced schemas implement versioning-related functionality to ensure that versioning is applied only in the application context. Changed the corresponding "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas in the CrtFinservCstmr360 package so that the Save button uses only the default save logic.

Finserv Account Management

Category	Feature	Status	Description
Banking and financial products	Card management	Fixed	Fixed the issue with incorrect card number formatting and expiration field usage in the card creation flow across loan and bank account workflows. This change improves data consistency and clarity when generating cards through integrated processes. More details Changed: "Bank Core API - Create new loan" business process. The process returns full unmasked loan numbers. "Bank Core API - Create new bank account" business process. The process returns full unmasked account numbers. "BankCoreMock_GenerateBankNumber" (BankCoreMock_GenerateBankNumber code) user task. The user task returns full unmasked card numbers. "Loan: create new record" and "Bank account: create new record" business processes. The processes apply card number masking through the "Mask card number (sub-process)" business process using the format "**** **** **** 1111." Logic for setting expiration information on the General information tab of the card page. The Expiration date field is now populated during creation, while the End date field continues to store the actual card termination date.
Banking and financial products	Card page	Changed	Changed the card page to improve usability and provide clearer and more relevant card information. More details Added replaced schema for the "Card list page" (Card_ListPage code) schema to the CrtFinservAccMgmt package. The replaced schema manages cards. Changed: Title property value in the General property block of Object Designer from the "Expiration Date" to "Expiration date (text)" for the ValidDate column in the "Card" (BankCard code) object. Cards section list: Added the "Product," "Payment system," and "Currency" columns. Removed "Branch" and "End date" columns. Aligned column widths for a consistent layout.

Finserv Application Management

Category	Feature	Status	Description
Contact management	Contact page	Changed	Added a mechanism to prevent automatic navigation to the contact page when starting or continuing a consultation, keeping users on the current screen until customer identification is completed. This change improves compliance and user experience in financial services contexts. More details Added the "Override consultation start for existing customer" business process to control navigation behavior during consultation start and continuation. Changed the default value of the "Start consultation business process" (StartConsultationProcess code) system setting from empty to "Override consultation start for existing customer," ensuring that the override logic is applied consistently.
Contact management	Contact page	Changed	Improved customer classification logic by automatically populating the Type field on the Contact info profile of the contact page with the "Customer" value when an application reaches the "Settled" stage and the contact type is not yet defined. More details Changed: "Complete application for simple retail credit product" business process: Added a Contact process parameter. Added a Modify data element named "Set contact type to Customer." The element populates the Type field on the Contact info profile of the contact page with the "Customer" value when the application is in the "Settled" stage and the Type field is empty. "Complete application for deposit account" business process to add the Modify data element named "Set contact type to Customer." The element populates the Type field on the Contact info profile of the contact page with the "Customer" value when the application is in the "Settled" stage and the Type field is empty. "Personal loan application" (Application_PersonalLoan code), "Auto & home loan application" (Application_AutoAndHomeLoan code), and "Credit card & line of credit application" (Application_CreditCardAndLineOfCredit code) schemas of "Case" type to add a Contact process parameter that has the "[#Main record.Contact]" value for the "Settled" stage.
Applications and credit processing	Application management	Changed	Changed the post-approval verification logic to automatically verify self-reported financial data records when manual checks on the Manual checks expanded list on the Underwriting tab of the application full page are completed and the Current status field is set to "Approved" during the "Underwriting" stage. This change improves data consistency across related tabs and reduces the need for manual follow-up actions. More details Changed the "Verify financial records based on manual financial capacity check" business process to include financial data records whose "Verification status" is "Self-reported." In this case, Creatio automatically updates the "Verification status" of all linked financial data records displayed on the Manual checks expanded list on the Underwriting tab of the application full page to "Verified" and sets the "Verification performed" column on the Income, Expenses, and Liabilities expanded lists on the Financial details tab of the application full page to "Verified." In addition, Creatio sets the "Status" column on the Identity documents expanded list on the Customer details tab of the application submission page to "Verified."
Applications and credit processing	Application management	Changed	Improved application creation logic by dynamically initializing application status and stage based on the selected product category, reducing reliance on static configuration, and ensuring consistent stage assignment across product types. More details Changed: "Read application status and stage by product category" business process to return the application stage together with the application status. "Create application for product type" and "Create application for selected product" business processes to set both application status and stage dynamically using the Application stages transition map lookup values. "Application mini page" (FinApplication_MiniPage code) schema to set the Stage field value based on the output of the "Read application status and stage by product category" business process during application creation. Deactivated the "Set values: Stage" application-level business rule in the "Application mini page" (FinApplication_MiniPage code) schema to eliminate static stage assignment logic.
Applications and credit processing	Application page	Changed	Changed the filtering logic of the Evaluation history expanded list on the Evaluation history tab of the application full page to display only records related to the current application. Previously, the list displayed all evaluation records associated with the contact, regardless of the application context. The updated filter now uses the "Evaluation application history" (EvaluationFinApplicationHistory code) object to retrieve only application-specific records and ensure contextual consistency.
Applications and credit processing	Application management	Changed	Changed the underwriting flow for lending applications to separate automated and manual processing, ensure consistent evaluation status tracking, and streamline approval generation across all underwriting scenarios. More details Changed: "Initiate underwriting for application" business process to simplify and modularize the logic. Merged the "Generate manual checks from underwriting rules" and "Generate mock automated underwriting checks" subprocesses into the "Generate underwriting evaluation for application" subprocess. Separated approval generation logic into a new "Generate approval for underwriting evaluation" subprocess. This subprocess is triggered at the start of the "Initiate underwriting for application" business process instead of after manual checks completion and always creates an approval. If manual input is required, the approval is assigned to a user that has the "Underwriters" organizational role. Otherwise, the approval is automatically completed under the Creatio System Underwriter contact. "Generate mock automated underwriting checks" business process to set the Evaluation status field on the application full page to "Auto checks processing" at the beginning of execution and to "Auto checks completed" at the end of execution. "Generate manual checks from underwriting rules" business process to add logic that creates records in the Manual checks expanded list on the Underwriting tab of the application full page only for records from the Automated checks expanded list whose "Requires manual override" column is set to "true." "Create manual check on required override" business process to run only when the Automated checks expanded list on the Underwriting tab of the application full page contains records whose "Requires manual override" column is set to "true." Deactivated the "Update underwriting evaluation status after manual checks completed" business process. Its logic was migrated to the "Generate manual checks from underwriting rules" business process.
Applications and credit processing	Application management	Changed	Changed the underwriting cancellation logic to automatically cancel all related evaluations and approvals when an application is declined during the "Underwriting" stage. This ensures data consistency, prevents incomplete underwriting tasks from remaining open, and reflects the correct application state. More details Changed: "Initiate underwriting for application" business process to set the Evaluation status field on the application full page to "Cancelled" for all open evaluation checks when an application stage is "Declined." "Application closing" business process to set the Status field to "Cancelled" for application-related checks in the Evaluation history and Approvals expanded lists on the Evaluation history tab of the application full page. When an application is manually declined on the application full page, all active evaluations, checks, and approvals are cancelled automatically.
Applications and credit processing	Application page	Changed	Improved the behavior of the Disbursement profile on the application full page to better reflect product-specific logic and prevent unintended data changes. This change ensures that users interact only with relevant financial fields based on product type and prevents manual modifications to calculated or system-driven values. More details Added the "Show and hide elements: Credit cards and lines of credit product category" page-level business rule to the "Application full page" (FinApplication_FullPage code) schema. The rule shows the Loan credit limit field instead of Loan amount when the Product category is "Credit cards & lines of credit." Changed the Loan field on the Disbursement profile of the application full page to read-only.
Applications and credit processing	Application page	Changed	Improved the handling of financial data types on mini pages to prevent duplicate type assignment and protect data integrity across application and contact contexts. More details Changed: Filtering of the Type field values on the "Create contact expense mini page" (CreateContactExpense_MiniPage code), "Create contact income mini page" (CreateContactIncome_MiniPage code), and "Create contact liability mini page" (CreateContactLiability_MiniPage code) schemas. When adding financial data in an application context, with the "Application form" (AppForm code) present, the Type field values now exclude types already used in "Contact income in application form" (ContactIncomeInAppForm code), "Contact expense in application form" (ContactExpenseInAppForm code), and "Contact liability in application form" (ContactLiabilityInAppForm code) records linked to the same application form. When adding data from the contact page, with the "Application form" (AppForm code) not present, the Type field values exclude types already used in the corresponding "Contact income" (ContactIncome code), "Contact expense" (ContactExpense code), and "Contact liability" (ContactLiability code) records for that contact. The Type field on the "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas to read-only. This behavior is managed by the "Make elements required: Frequency, Type, Amount" page-level business rule, ensuring consistent editing behavior. "Link financial records to application form" business process to ensure that only financial data records whose Verification status is "Not started" are linked to the "Application form" (AppForm code) object.
Applications and credit processing	Application page	Changed	Changed the visibility parameter of the Add button on the Application forms expanded list on the Documents tab of the application full page from "Visible" to "Not visible." This change prevents users from bypassing automated application form generation logic, reduces redundant actions, and enforces a standardized and controlled application form handling process.
Applications and credit processing	Application page	Changed	Added the ability to upload and manage required documents directly on the application full page during the "Underwriting" stage, aligning document handling with stage-specific requirements and existing submission behavior. More details Added: Upload functionality for the Required documents expanded list on the Documents tab of the application full page, matching the behavior previously available on the application submission page. The Add button and the upload area are now available only when the application is in the "Underwriting" stage. This behavior is managed by the "Show elements: Add required document, upload required document buttons" page-level business rule. Delete row action for the Identity documents and Required documents expanded lists on the Documents tab of the application full page. The deletion logic follows the same rules and restrictions as those applied on the application submission page.
Applications and credit processing	Evaluation management	Changed	Changed the KYC initiation process to prevent evaluations from starting when the application is no longer active. This change ensures process integrity and provides clearer feedback to users during evaluation attempts. More details Added the Evaluation restart not allowed mini page ("Evaluation restart not allowed" (EvaluationRestartNotAllowed_Validation_Dialog code) schema of the "Client module" type). Changed the "Initiate KYC for application" business process. The process blocks evaluation launches for applications whose stage on the application full page is "Declined" or "Settled" and displays the Evaluation restart not allowed mini page when a user attempts to start an evaluation for such an application.
Applications and credit processing	Evaluation management	Changed	Changed the underwriting approval flow to automatically handle checks that become irrelevant after a negative decision, ensuring consistent processing across the evaluation workflow and preventing misclassification. More details Changed the "Initiate underwriting for application" business process so that when the Current status field on the Underwriting tab of the application full page is set to "Rejected," all related evaluation checks whose "Status" column in the Evaluation history expanded list on the Compliance & risk monitoring tab is "In progress" or "Not started" are automatically set to "Cancelled." Previously, such checks could only be marked as "Rejected," which caused confusion and did not accurately reflect the process outcome.
Applications and credit processing	Evaluation management	Changed	Improved the KYC evaluation restart flow on the application full page. This change enforces consistent evaluation handling during underwriting and reduces the risk of unsupported evaluation actions. More details Changed: Evaluation history expanded list on the Evaluation history tab of the application full page Added the Restart KYC evaluation button. The button visibility is managed by the "Show elements: Restart KYC evaluation" page-level business rule. Out of the box, the button is visible only when the application is in the "Underwriting" stage. Removed the New and Actions buttons to prevent unsupported evaluation entry points. "Initiate KYC for application" business process to remove the Evaluation history list mini page previously used for selecting the evaluation process. When triggered manually, the process now launches the KYC evaluation out of the box. Replaced the Launch evaluation button with the Restart KYC evaluation button in the "Evaluation history list mini page" (EvaluationHistoryList_MiniPage code) schema to ensure a consistent user experience across components.
Applications and credit processing	Evaluation management	Changed	Improved the usability and performance of the Evaluation history expanded list on the Evaluation history tab of the application full page to ensure timely data visibility and faster evaluation tracking. More details Added: "Created on" column to the default list settings. Automatic refresh logic after restarting a KYC evaluation to ensure the list reflects the latest evaluation data without requiring a manual page reload. Changed the "Generate evaluation for application" business process to create the "Evaluation history" (EvaluationHistory code) object record before running the "Generate mock automated KYC checks" subprocess, reducing latency when updating evaluation records.
Banking and financial products	Card management	Changed	Improved validation in the "Credit card limit change mini page" (CreditCardLimitChange_MiniPage code) schema to prevent entering negative values in the Requested credit limit field and provide clearer user guidance during limit change processing. More details Added the crt.Min validator to the source code of the "Credit card limit change mini page" (CreditCardLimitChange_MiniPage code) schema for the Requested credit limit field. The page cannot be saved if the entered value is less than 0. In this case, the field is highlighted in red and a "Minimum number value is 0" tooltip is displayed.
Financial documents	Document management	Changed	Improved the filtration logic in the Document class field on the Select document class mini page used during manual required document creation in application flows. This change ensures that only contextually valid and non-duplicate document classes are available for selection, improving compliance with document handling rules, and reducing errors during the evaluation process. More details Added a new crt.SetIdentityDocumentFilter request handler to the source code of the "Select document class mini page" (SelectDocumentClass_MiniPage code) schema. The request handler implements a new filtering rule for the Document class field value. The Document class field now allows selecting documents whose Type is "Compliance documents" and Group is "Consumer consent," or whose Type is "Customer documents" and Group is not "Identification," while additionally ensuring that the selected application does not already contain a document of the same class.
Financial documents	Contract management	Changed	Changed contract processing logic to automatically populate date fields on the contract page when a contract is created and signed during application processing. This change reduces manual data entry, ensures consistent date tracking, and improves accuracy when managing signed contracts in loan and deposit account application flows. More details Changed the "Process disbursement for loan application" and "Complete application for deposit account" business processes. When a contract is created and its Status field is set to "Signed" within these processes, the Signed on and Start date fields are populated with the current date automatically.
Apps and packages	Package dependencies	Changed	Changed the CrtFinservAppMgmt package dependencies by removing the outdated dependency on the legacy BaseFinance package. This change ensures that the application management layer relies only on relevant and actively supported packages.
Schema management	Schema inheritance	Changed	Changed the implementation of the "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas to separate application-specific versioning logic from the standard save behavior. This change improves separation of concerns between general contact data management and application-specific versioning logic, ensuring consistent behavior in financial applications while keeping Customer 360 app functionality unchanged. More details Added replaced schemas for the "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas to the CrtFinservAppMgmt package. These replaced schemas implement versioning-related functionality to ensure that versioning is applied only in the application context. Changed the corresponding "Contact expense mini page" (ContactExpense_MiniPage code), "Contact income mini page" (ContactIncome_MiniPage code), and "Contact liability mini page" (ContactLiability_MiniPage code) schemas in the CrtFinservCstmr360 package so that the Save button uses only the default save logic.