November 2, 2021
Updates on the latest product releases from the Prime Trust team.
Compliance
Account freeze webhook
This update introduces new account freeze reason codes as well as instructions on how to unfreeze accounts. See How to handle account freezes. Old values will remain as-is in the system.
Example new webhook payload:
Stop sending CIP checks over material changes if the previous CIP was denied or approved
This update to CIP checks processing stops sending CIP checks based on updates to contact information if the previous CIP check was denied or approved.
Payment rails
Use instant settlement account for credit card contributions
This update changes system behavior so that credit card contributions created using the credit card embeddable widget go to the credit card instant settlement account instead of the end user’s account. This change ensures that the integrator can then transfer the money to the end user’s account so that it is available for immediate use.
This change deprecates the use of sending the account-id
in the POST v2/contributions/<hash>
endpoint.
Please contact your account manager to configure and enable.
Ability to disable a credit card resource token
Integrators use a credit card resource token (CCR token) when creating a contribution. Now integrators can call the POST /v2/credit-card-resources/token/{hash}/disable
endpoint to disable the CCR token and prevent the token from being used to create more contributions or links to a new card.
Remove customer disbursement authorization verification for ACH refunds
This updates the system so that customers do not have to authorize refunds via email authorization. Email authorizations are no longer a requirement to authorize the disbursement to be credited back.
Show first and last six characters when withdrawing to a previously created address in Cloud
Cloud users can now view the first six and last six characters of a previously created wallet address for confirmation purposes when performing a withdrawal. The user confirmation can be completed during the Review & Submit step, where the system previously less information.
For example:
My Address 1 (terra): terra1…jjh29e