May 2024
Greetings and welcome to the May 2024 edition of Woodcore product updates! We are excited to share the latest enhancements and features introduced to Woodcore over the past month.
Let's dive in.
New Features 🚀
Reports
- Notes Report
The Notes Report allows users to generate comprehensive reports on notes across various accounts.
To generate the Notes report, navigate to Reports >> Organization >> Notes >> Input Required Parameters (Start and End Dates) >> Run Report .
Input Required Parameters
Once the notes report is available, it will include important columns such as Customer Name, Note Entity Type, and Note content.
Notes Report
APIs
- Remove Subscribed Event API
We have created an endpoint to remove a subscribed event from a webhook configuration. For more detailed information, see the documentation.
- Retrieve All Client Documents API
A new endpoint has been created to retrieve all documents attached to a specific customer, enhancing document management capabilities. For more information, read the documentation.
- Retrieve Single Client Document API
The endpoint to retrieve a particular document identified by its ID attached to a customer was also created. Further information can be found in the documentation.
- Retrieve Client Images API
A new endpoint is now available to retrieve all images attached to a customer. More details can be found in the documentation.
Improvements 🚀
Reports
- Loan Provisioning Classification in Reports
Loan provisioning classification has been added to both the All Loan Status and Active Loans reports, ensuring compliance with regulations set forth by the Central Bank of Nigeria (CBN). The classifications include:
- Performing
- Non-performing
- Watchlist
Navigate to the Reports module on the CBA and generate either of these reports. After successfully generating the report, the loan provisioning classification column is displayed.
Loan Provisioning Classification