XYB Platform 2.0 Release Notes

Release date: March 20, 2026

New Features

• Risk Engine dashboard: A new interface for reviewing and managing risk checks, giving you visibility into how transactions are being screened.
• Admin dashboard: A new overview dashboard with at-a-glance stats, tables, and cards summarizing key account activity.
• Cash positions and balances view: See a consolidated view of your cash positions and account balances directly in the platform.
• Payee (beneficiary) management: Create, edit, approve/reject, and block or unblock payees, with full support for all required beneficiary details.
• Payment initiation and approval workflow: Initiate payments, route them for approval, and approve or reject them, with four-eye (dual-control) approval support built in.
• Change request approvals: A new change request list and detail view lets designated approvers review and approve/reject pending changes.
• User groups and roles & permissions screen — Organize users into groups and manage granular roles and permissions from a dedicated screen.
• Commercial Portal login and shell: A new, separately branded login experience and application shell for the commercial portal, including support for users with access to multiple accounts.
• Card management: Initial card management tools, including card replacement, cancellation, activation, and PIN view requests.
• Session timeout warning: You'll now be warned before your session times out due to inactivity.
• Payment activity audit trail: A detailed payment view now shows the full audit trail for a given payment.

Improvements

• Clarified which policies currently apply to an entity in the Entity policy view.
• Deactivated employees can no longer be selected as policy approvers.
• Improved visibility of approvals for managers when a request was initiated by a specialist.
• User invite and edit screens now reflect accurate, up-to-date information.
• General visual polish across the console: sidebar, tables, spacing, borders, focus states, and empty-state messaging.
• Roles displayed in business selection now show all of a user's actual roles, not just one.
• Users can now be assigned multiple roles at once.
• Added a "Feature disabled" message in place of a generic "Not found" error for features that aren't yet available to you.

Bug Fixes

• Fixed charts in the console showing outdated data when switching between them.
• Fixed rejected payments incorrectly staying in "in processing" status on the Activity screen.
• Fixed an issue where the payment initiation form was not visible in the web app.
• Fixed errors thrown on the Accounts page when a statement was missing.
• Fixed missing localizations for beneficiary dynamic fields.
• Fixed an "unknown component" error that could appear in beneficiary policy setup.