Symitar SymXchange Version NBS Software Release Notes

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Symitar SymXchange Version

NBS Software Release Notes

With 02.00.01.00 Update Information

Ver. 29.0

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The product described in this document is a licensed product of the Hyosung Corporation. All unauthorized use or duplication of this information is strictly prohibited.

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September 22, 2020 i

Revision History

Version Date Change Summary

1.0 1/25/17 Initial Issue - includes releases 01.00.06.00 and 01.00.07.00 2.0 8/8/17 Added release 01.00.09.00 information on pages 5 and 6. 3.0 9/11/17 Added release 01.00.10.00 information on pages 7 and 8. 4.0 10/3/17 Added release 01.00.11.00 information on pages 9 and 10.

Added release 01.00.13.00 information on pages 11 and 12. 5.0 11/6/17 Added release 01.00.14.00 information on pages 13 and 14. 6.0 12/6/17 Added release 01.00.15.00 information on pages 15 and 16.

7.0 1/11/18 Added a list of NBS features supported by the Symitar SymXchange core on pages 1-2.

Updated the information provided for compatible ActiveTeller versions of software for Symitar SymXchange release 01.00.14.00 and 01.00.15.00, and going forward.

8.0 1/17/18 Added release 01.00.16.00 information on pages 19 and 20. 9.0 2/9/18 Added release 01.00.17.00 information on pages 21 and 22. 10.0 3/7/18 Added release 01.00.19.00 information on page 23.

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12.0 6/19/18 Added release 01.00.21.00 information on page 26-27. 13.0 6/28/18 Added release 01.00.22.00 information on page 28. 14.0 8/28/18 Added release 01.00.23.00 information on page 29. 15.0 10/22/18 Added release 01.00.24.00 information on page 30.

15.1 10/26/18 Updated the description of Jira issue GMNSX-97 on page 30. 16.0 12/12/18 Added release 0.00.25.00 information on page 32.

17.0 12/28/18 Added release 0.00.26.00 information on pages 33-34.

18.0 2/27/19 Updated list of NBS features supported by the Symitar SymXchange core for Q4 2018 on pages 1-2.

Added release 0.00.27.00 information on pages 35-36. 19.0 3/28/19 Added release 01.01.00.00 information on pages 37-38. 20.0 4/25/19 Added release 01.01.01.00 information on pages 39-40. 21.0 5/7/19 Added release 01.01.02.00 information on page 41.

21.1 5/10/19 Corrected certified NBS version for 01.01.01.00 to 02.00.59.00 on page 39.

22.0 5/31/19 Added release 01.01.03.00 information on page 42. 23.0 7/22/19 Added release 01.01.04.00 information on page 43. 24.0 1/17/20 Added release 01.01.04.00 information on page 44.

24.1 2/10/20 Added NBS version restriction for max amount enhancement in 01.01.05.00 on page 44.

Added release 01.01.06.00 information on pages 45.

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September 22, 2020 ix

27.0 7/27/20 Added notation that releases 01.01.08.00 and 01.01.09.00 were not released on page 48.

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1 Introduction

This document contains a list of the NBS features supported by Symitar SymXchange and NBS software, by release number, required for any bank to connect to the Symitar SymXchange core host. Lists of the enhancements, fixes, restrictions and known problems are included for each software release.

1.1 Audience

This document is written for ATM core, VAR and financial institution personnel who are deploying NBS, as well as NH Professional Services personnel who are supporting those deployments.

1.2 Symitar SymXchange NBS Features – as of Q3 2020

Transactions/Features Comments

Withdrawal (with denomination selection) 

Deposit Check 

Deposit Cash 

Deposit Check and Cash

Deposit Check with Cashback  Deposit Cash with Cashback 

Transfer  No third party account transfers

Balance Inquiry  Core accounts only Loan Payments - Transfer 

If loan is on the core Loan Payments - Cash 

Loan Payments - Check  Credit Card Payments - Transfer 

If credit card account is on the core

Credit Card Payments - Cash  Credit Card Payments - Check  Check Cashing

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September 22, 2020 2

Transactions/Features Comments

Card and Pin Verification  Dual host

Card and SSN 

Account and SSN 

Phone Number and SSN

Internet User ID and Password Palm Vein Verification

Currency Transaction Report Handling  Host-based Check Hold Rules  Handled locally

Email Receipt 

Active Teller Transactions - Not Authorized by core, done through teller system

Dispense cash (withdrawal, check cashing, etc.) 

Accept Cash (Deposit, etc.) 

Active Teller Customer Information Requests

Customer look-up 

Customer authentication 

1.3 Additional References

The following documents complement this one. Contact your NH representative to obtain copies of these documents.

• Branch Transformation Solution ActiveTeller Application Release Notes • Branch Transformation Solution NBS Application Software Release Notes

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2 Symitar SymXchange Release 01.00.06.00

2.1 ATM Software

Package Name Version Notes

Basic Media 01.03.03 MoniACT 01.00.35.00 NH Security 01.00.00-20160517 NetOp Server 01.00.01.00 Tight VNC Server 01.00.02.00 Lync Client 01.00.03.00 NH Agent 01.01.18.00

AT&T Natural Voice - English Mike-v5.1-2013-01-28 AT&T Natural Voice - Spanish Alberto-v5.1-2013-01-28

Standard NBS 02.00.32

Symitar SymXchange NBS 01.00.06.00

2.2 Other Software

ActiveTeller Tablet 1.1.14.2 ActiveTeller Workstation 1.1.18.1 ActiveTeller Server 1.1.18.0 MoniView Server 03.00.18R0 MoniView Workstation 03.00.18R0

2.3 Enhancements

The following enhancement was included in this release. 1. Support cash and coin for cash back

2.4 Fixes

The following fixes were included in this release.

NH Issue # Description

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GMNXS-18 New lines and white space are missing from the receipt GMNXS-20 Transaction data missing in EJ viewed in MoniView

2.5 Restrictions

None

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3 Symitar SymXchange Release 01.00.07.00

3.1 ATM Software

Standard NBS 02.00.33

3.2 Other Software

3.3 Enhancements

The following enhancement was included in this release.

1. Support card and PIN login with NDC authentication before getting account data from core host using card PAN

3.4 Fixes

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3.5 Restrictions

None

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4 Symitar SymXchange Release 01.00.09.00

4.1 ATM Software

Standard NBS 02.00.39.00

4.2 Other Software

4.3 Enhancements

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4.4 Fixes

The following fix was included in this release.

GMNXS-35 New account warning does not seem to checking for an expiration date on the warning

4.5 Restrictions

None

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5 Symitar SymXchange Release 01.00.10.00

5.1 ATM Software

5.2 Other Software

5.3 Enhancements

The following enhancements were included in this release. 1. Allow cashback to be configurable per Core and/or NDC. 2. Add mortgage loans to the displayable account types.

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5.4 Fixes

GMNXS-37 The balance for the destination account for transfers is not printing on transfer receipts.

GMNXS-40 NBS application needs to check account ownership date parameters before allowing access to the ATM.

5.5 Restrictions

The following restriction applies to this release.

1. This version of SymXchange must be used with NBS 02.00.041 or higher.

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6 Symitar SymXchange Release 01.00.11.00

6.1 ATM Software

6.2 Other Software

6.3 Enhancements

1. Account selection screen needs to display all accounts associated with an SSN.

6.4 Fixes

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6.5 Restrictions

None

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7 Symitar SymXchange Release 01.00.13.00

7.1 ATM Software

7.2 Other Software

7.3 Enhancements

No enhancements were included in this release.

7.4 Fixes

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7.5 Restrictions

None

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8 Symitar SymXchange Release 01.00.14.00

8.1 ATM Software

8.2 Other Software

The standard versions of the ActiveTeller software are compatible with this release.

8.3 Enhancements

8.4 Fixes

GMNSX-48 Service codes are currently required to be defined for the transaction to be available. The service codes should be made optional.

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8.5 Restrictions

None

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9 Symitar SymXchange Release 01.00.15.00

9.1 ATM Software

Basic Media 01.03.05.01 Latest recommended

MoniACT 01.00.37.01 Latest recommended

NH Security V010001-20171201 Standard/Domain Latest recommended NetOp Server 01.00.01.00 Tight VNC Server 01.00.02.00 Lync Client 01.00.03.00 NH Agent 01.01.22.00

9.2 Other Software

9.3 Enhancements

The following enhancements were included in this release.

1. Added the ability to authenticate with card and PIN and then run core transaction.

2. Added the optional functionality to retain escrow items rather than return them when host response times out.

3. Added support for External Loans in SymXchange using External Loan records.

4. Added support for using the AdministratorPassword as credentials to avoid Episys hashing delays.

9.4 Fixes

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9.5 Restrictions

None

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10 Symitar SymXchange Release 01.00.16.00

10.1 ATM Software

Standard NBS 02.00.46.00/02.00.47.00

10.2 Other Software

10.3 Enhancements

10.4 Fixes

GMNSX-56 When a warning code was found that NBS needed to process, an exception was occurring if no Warning Exceptions were returned from the core.

GMNSX-59 The wrong accounts are displaying for Payment To and Deposit account lists. GMNSX-61 When card and PIN are used for verification, an exception occurs and no accounts

are returned from core.

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10.5 Restrictions

None

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11 Symitar SymXchange Release 01.00.17.00

11.1 ATM Software

11.2 Other Software

11.3 Enhancements

The following enhancements were included in this release. 1. Added support for https secure communications.

2. Made locating all customer accounts associated with an SSN configurable rather than the default behavior.

3. Made an individual ValidNameTypes configuration entry per transaction rather than a single entry for all transactions.

11.4 Fixes

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GMNSX-68 Payment account list is not showing loan balances

11.5 Restrictions

None

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12 Symitar SymXchange Release 01.00.19.00

12.1 ATM Software

NH Security V010001-20171201 Standard/Domain Latest recommended NetOp Server 01.00.01.00 Tight VNC Server 01.00.02.00 Lync Client 01.00.03.00 NH Agent 01.01.22.00, 01.01.24.00

12.2 Other Software

12.3 Enhancements

1. Added the option to send a message to a remote teller if a member’s account number and SSN match at login.

12.4 Fixes

No fixes were included in this release.

12.5 Restrictions

None

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13 Symitar SymXchange Release 01.00.20.00

13.1 ATM Software

13.2 Other Software

13.3 Enhancements

1. [GMNSX-58] Updated hold logic to use Next Day Days when determining hold days.

2. [GMNSX-66] Updated hold logic to apply 5 Day Hold on accounts with repeat NSF or account with new Account Warning Code.

3. [GMNSX-73] Added support for Cash and Check and Mixed Deposits and Payments.

4. [GMNSX-89] Updated the hold code to determine the number of hold days using Episys RegCC “Local Hold Days” and “Local Aggrgt Excp Hold Days” settings.

13.4 Fixes

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13.5 Restrictions

None

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14 Symitar SymXchange Release 01.00.21.00

14.1 ATM Software

14.2 Other Software

14.3 Enhancements

1. [GMNSX-70] Added the ability to display the name of the guarantor for loan accounts 2. [GMNSX-96] Added ATM location in Comment field in transactions

3. [GMNSX-103] Added the ability to log member identification data for deposits that are cancelled and presented items are not taken.

14.4 Fixes

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14.5 Restrictions

None

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15 Symitar SymXchange Release 01.00.22.00

15.1 ATM Software

15.2 Other Software

15.3 Enhancements

15.4 Fixes

GMNSX-106 Check holds were using the previous day’s hold accumulations

15.5 Restrictions

None

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16 Symitar SymXchange Release 01.00.23.00

16.1 ATM Software

16.2 Other Software

16.3 Enhancements

1. [GMNSX-82] Added the ability to display accounts that have a "Cross Account" privilege code.

16.4 Fixes

16.5 Restrictions

None

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17 Symitar SymXchange Release 01.00.24.00

17.1 ATM Software

NH Security V01.00.03 Standard/Domain Latest recommended

NetOp Server 01.00.01.00

Tight VNC Server 01.00.02.00

Lync Client 01.00.03.00

NH Agent 01.01.26.01

17.2 Other Software

17.3 Enhancements

The following enhancements were included in this release. 1. [GMNSX-97] Added 3 options for each warning code:

• Display a message and then cancel. The member will not be able to do transactions on the account with the warning code.

• Display a message and then allow the member to continue with the transaction for each warning code.

• Call to ActiveTeller to review.

2. [GMNSX-110] Added previous balance and account suffix to account type on receipts 3. [GMNSX-111] Added ability to display account nicknames on account list and receipt

4. [GMNSX-112] Updated the configuration that defines for which transactions a Check21 XML file will be created

17.4 Fixes

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17.5 Restrictions

None

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18 Symitar SymXchange Release 01.00.25.00

18.1 ATM Software

NH Agent 01.01.27.00

Standard NBS 02.00.54.00/02.00.56.00

18.2 Other Software

18.3 Enhancements

The following enhancement was included in this release. 1. [GMNSX-120] Added custom check hold logic

18.4 Fixes

GMNSX-119 Looping occurring with warning codes

18.5 Restrictions

None

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19 Symitar SymXchange Release 01.00.26.00

19.1 ATM Software

NH Agent 01.01.27.00

Standard NBS 02.00.55.00/02.00.56.00

19.2 Other Software

19.3 Enhancements

1. [GMNSX-113] Added the ability to validate account owners at the Account Level and also validate owners on the Share Loans level

2. [GMNSX-117] Enhanced the NBS code to match the core host update for transactions that should trigger a CTR

3. [GMNSX-127] Implemented warning code custom flows with transaction selections grayed out as necessary

19.4 Fixes

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19.5 Restrictions

None

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20 Symitar SymXchange Release 01.00.27.00

20.1 ATM Software

NH Agent 01.01.28.00

20.2 Other Software

20.3 Enhancements

The following enhancements were included in this release. 1. [GMNSX-120] Added customer check hold logic

2. [GMNSX-137] Added Branch ID in the SymXchange XML file 3. [GMNSX-143] Added Passcode as a customer authentication method 4. [GMNSX-145] Improved getting SSN from Card Information

20.4 Fixes

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20.5 Restrictions

None

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21 Symitar SymXchange Release 01.01.00.00

21.1 ATM Software

NH Security V01.00.03 Standard Latest recommended

NH Agent 01.01.28.00

21.2 Other Software

21.3 Enhancements

1. [GMNSX-152] Upgraded to a newer version of SymXchange; current version used by NBS is being retired by JH

21.4 Fixes

(49)

21.5 Restrictions

None

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22 Symitar SymXchange Release 01.01.01.00

22.1 ATM Software

NH Agent 01.01.28.00

22.2 Other Software

22.3 Enhancements

1. [GMNSX-156] Added the ability to calculate Dormant Accounts based on Activity Date 2. [GMNSX-157] Added the ability to make Dormancy Days configurable per transaction 3. [GMNSX-158] Added the ability to use different GLs for deposited cash and withdrawn cash 4. [GMNSX-159] Added support for emailing receipts (e-receipts)

5. [GMNSX-162] Added Passcode support to be used with alternate login methods.

22.4 Fixes

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22.5 Restrictions

None

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23 Symitar SymXchange Release 01.01.02.00

23.1 ATM Software

NH Agent 01.01.28.00

23.2 Other Software

23.3 Enhancements

23.4 Fixes

GMNSX-164 Authentication problem found with card and SSN

23.5 Restrictions

None

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24 Symitar SymXchange Release 01.01.03.00

24.1 ATM Software

NH Agent 01.01.29.00

24.2 Other Software

24.3 Enhancements

1. [GMNSX-166] Added account number + passcode as an authentication method

24.4 Fixes

24.5 Restrictions

None

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25 Symitar SymXchange Release 01.01.04.00

25.1 ATM Software

NH Agent 01.01.29.01

25.2 Other Software

25.3 Enhancements

1. [GMNSX-117] Added current balance and account type suffix on receipts

2. [GMNSX-173] Added the ability to mask the card number in the SymXchange log file

3. [GMNSX-168] For withdrawal requests where no notes are dispensed, the application will now print a standard denial receipt reflecting the original amount requested rather than the amount dispensed ($0)

25.4 Fixes

25.5 Restrictions

None

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26 Symitar SymXchange Release 01.01.05.00

26.1 ATM Software

NetOp Server 01.00.02.00 Tight VNC Server 01.00.03.02 Lync Client 02.00.00.00 NH Agent 01.01.29.01 Standard NBS 02.00.70.00 Symitar SymXchange NBS 01.01.05.00

26.2 Other Software

26.3 Enhancements

1. [GMNSX-167] Added support for max daily withdrawal amounts, action codes and source codes in the SymXchnage.xml file.

26.4 Fixes

26.5 Restrictions

NBS 02.00.70.00 is required for the max daily withdrawal amount enhancement listed in GMNSX-167 above.

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27 Symitar SymXchange Release 01.01.06.00

This version of SymXchange must be used with NBS 02.01.00.00 and higher. It is not compatible with earlier versions of NBS.

27.1 ATM Software

27.2 Other Software

27.3 Enhancements

1. [GMNSX-183] Added support for card and home banking password as access option.

2. [GMNSX-184] Added NBS 02.01 compatibility in this version which breaks backward compatibility with earlier versions of NBS.

3. [GMNSX-185] Added card before cash as an option for core withdrawal processing.

27.4 Fixes

27.5 Restrictions

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28 Symitar SymXchange Release 01.01.07.00

28.1 ATM Software

NH Security 01.00.06 Standard Latest recommended

28.2 Other Software

28.3 Enhancements

1. [GMNSX-187] Added the ability to filter out FromAccounts that will yield a blank ToAccountList for transfers and payments.

28.4 Fixes

GMNSX-188 Overpayments to loan and credit card partially processed leaving incorrect acct balance and returned partial funds to customer

GMNSX-189 Check deposit hold wasn't placed in Episys and receipt showed invalid hold release date

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28.5 Restrictions

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29 Symitar SymXchange Release 01.01.08.00 and 01.01.09.00

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30 Symitar SymXchange Release 01.01.10.00

30.1 ATM Software

30.2 Other Software

30.3 Enhancements

1. [GMNSX-177] Added Account, Card and Share level warnings to configure access restrictions and message displays. Also added support for IRS codes at the Share level.

30.4 Fixes

30.5 Restrictions

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31 Symitar SymXchange Release 02.00.00.00

31.1 ATM Software

31.2 Other Software

31.3 Enhancements

1. [GMNSX-192] Added support for using the Audio Access Code to authenticate members using both Account Number and Card for access

31.4 Fixes

GMNSX-191 Constant creation new instances of the core classes with each core flowpoint was causing slow authentication and re-authentication

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31.5 Restrictions

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32 Symitar SymXchange Release 02.00.01.00

32.1 ATM Software

32.2 Other Software

32.3 Enhancements

1. [GMNSX-197] Modified two fields for added security in self-service transactions:

• The <Comment> field will contain the currently supported address for all transactions and will now also include the last four digits of the card number used for the transaction.

• The <SourceCode> field has been made variable by Transaction Type within SymXchange.

Symitar SymXchange Version NBS Software Release Notes