06/30/2020: PensionPro version 1.33.1.13

This article contains a brief description of the tweaks and fixes in version 1.33.1.13

Tweaks and Fixes

PensionPro:

Projects: Resolved an issue where a blank screen was showing after launching a Project and clicking the Save & Open button. The project will now display successfully after launching and clicking the Save & Open button.

Projects: Resolved an issue that allowed users to create an extension project after the Add/Edit Project Security Right was removed. Users will now be unable to create extension projects if they do not have the Add/Edit Project Security Right.

6/18/2020: PensionPro version 1.33.1.9

This article contains a brief description of the tweaks and fixes in version 1.33.1.9 

Multi-Factor Authentication

  • Renamed Security Role Management to Security Management and added a new tab called Multi-Factor Authentication that lets you manage individual Employee’s MFA Settings. Admins can Enforce, Disable, or Reset MFA Settings.
  • Let Employees choose how they can receive their 6-digit verification code with support for Email, Text, or both using a new Data Security Preference called Available MFA Options.
  • Employees who have their MFA Status Enforced will be required to enter a 6-digit code using one of the methods allowed by the firm.
  • Employee’s can manage their Phone Numbers or change their Preferred MFA Option in their Account settings.
  • Phone numbers are kept private and only viewable by that Employee.
  • All Tiers can now access MFA
    • System Administrators must add the Security Management right in order to access MFA. 

Tweaks and Fixes

 6/18/2020: PensionPro version 1.33.1.9

 API:

Complete Task Endpoint: Resolved an issue that allowed users to ‘complete’ a previously completed task, changing the completion date. Now, the user will receive a message letting them know that the task has already been completed.

PensionPro:

Distributions: Resolved an issue where users would receive an error message while adding distribution projects. Distributions projects will now launch without error.

Blast Email: Resolved an issue that prevented users from adding any data filters on the Recipients tab. Data filters can now be added successfully.

Fetch:

Filtering: Resolved an issue where the Plus icon was removed once the query was saved. The Plus Icon addition now remains after saving is complete.

Filtering: Resolved an issue where the DeactivatedOn filter under the Assigned To node was not being honored. Now filters for DeactivatedOn are applied correctly.

PlankSponsorLink:

Data Collection: Resolved an issue where an error was produced when Plan Sponsors would enter an email address not ending in “.com.” PlanSponsorLink now accepts all email addresses that are formatted correctly. (emailaddress "@" or "." or no extension after ".")

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             

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