Input Financing Release Notes August 2024

Executive Summary:

In this release cycle, we have addressed several critical bug fixes, including issues with the Lending Application startup, document display errors, and partner portal data loss. We made significant progress on tech debt by enhancing our project standards and implementing vertical slicing across various UI and API components. Additionally, we streamlined notification processes and refined the Borrower Portal with new features and infrastructure updates. Finally, we updated loan type values for the upcoming finance crop year to ensure accuracy and relevance.

• Notification Enhancements

  • Released the Credit Approval Document Upload notification to streamline Application Manager notification processes.
  • # 14758

• Report Requests

  • Addressed and resolved reporting requests for improved data retrieval and accuracy.
  • # 14999

• Borrower Portal – Loan Info & Payment – Release 1

  • Created boilerplate application.
  • Implemented Infrastructure as Code (IaC) using Terraform for the Borrower Portal.
  • Developed delivery pipelines for the Borrower Portal.
  • Established the Borrower Portal FrontDoor for authentication.
  • # 15018, 15142, 15019, 14814

• Authentication for Renewals (Email, Auth)

  • Enhanced authentication mechanisms for renewals, including email and authentication updates.
  • # 14814

• 2025 Input Finance Crop Year Updates

  • Updated loan type values for LoansPQ in the Admin API to reflect the 2025 input finance crop year.
  • # 15258

• Tech Debt: Project Standards

  • Migrated the Admin API ReqnRoll to Testcontainers for improved testing environment consistency.
  • Updated the State to be a vertical slice for various components, including reports, loans, payments, notifications, comment attachments, communication templates, draw request memos, feature flags, filters, loan renewal requests, recourse options, and funding requests.
  • Removed the feature flag for Loan Application Submission.
  • Updated lending application dependencies to the latest versions.
  • Improved overall project standards with vertical slicing of API files and Health monitoring.
  • Verified and streamlined the project pipelines.
  • # 14949, 14538, 14539, 14540, 14550, 14545, 14546, 14547, 14548, 14549, 14542, 14543, 14544, 15205, 15041, 15152, 14648, 14936

• 2024 Q3 Tech Debt

  • Implemented vertical slicing of the Admin API for Draw Requests, Filter Options, Line of Credit, Reports, Payments, and Underwriting.
  • Enhanced vertical slicing of API files and Health monitoring.
  • Addressed technical debt related to various API components.
  • # 14559, 14561, 14563, 14565, 14567, 14566, 14648

• Bug Fixes

  • Resolved issue where the Lending Application failed to start.
  • Corrected the display of the number of satisfied documents in the app.
  • Fixed issue where the “View All” comments function was not working for Finance Managers.
  • Addressed the issue where the Partner Portal lost unsaved form data when switching tabs.
  • # 15010, 15083, 15086, 14723