February 14, 2025

Agent Organizations

The Talon workspace now supports third party agent organizations. 3rd party agents, such as fund admins, can now be permissioned for one or many customer workspaces. Each 3rd party agent organization can have a single admin for all agent users across all workspaces. Agent organizations can create custom roles, and seamlessly onboard or offboard users. Designation of Agency agreements can be uploaded to the workspace for audit purposes.

Customizable Dashboard

The Talon workspace now allows users to configure a dashboard page, with a variety of pre-built widgets available out of the box. Widgets can be resized and repositioned, removed or added.

Counterparty Management

• Counterparties:

  • Updated counterparty details page to show complete address

  • Incorporated approval flow for new counterparty creation

• Payments:

  • Updated payment request details displayed in Inbox approval message, and in Payment pending approvals grid

  • Restricted pending payment approvals in activities screen to only display for authorized approvers

  • Edit Payment functionality has been implemented – prior to being released to processing bank, payment can be edited by authorized users

• Users & Roles:

  • Restrict unauthorized users from seeing account details

  • Approval limits now displayed using two decimals

  • In case role dictates that only one additional approver is required, then the approver selection window only displays one approver dropdown