Changes 2025-Q3

by

Q3 2025 brought some significant improvements and new features across our platform. This release focused on strengthening integrations, enhancing task and document management, and expanding support for debt resolution plans. Below is a breakdown of the most relevant updates.

Major Additions

MailGun API Integration

We now support MailGun API for improved email deliverability, tracking, and status checks. Failed messages can be flagged directly within the client interface, ensuring better visibility into communication issues.

SMS Queue Support

Messages sent outside of a client’s local sending window are now queued automatically, ensuring compliance with communication rules while improving reliability.

New Cron Job Management & Task Job Scheduling

We introduced flexible cron job management and cron task jobs, allowing custom scheduling decoupled from daily jobs. This enables more granular and efficient automation of system processes.

Task Group Assignment

Tasks can now be assigned to groups of users using round-robin or least-open-task strategies, simplifying workload distribution and team collaboration.

DocumentTemplate IDE Editor

We launched a full-featured DocumentTemplate IDE powered by Monaco editor:

  • Variable autocompletion, including support for loops and multi-dimensional arrays.
  • Revision history with diff comparison.
  • Theme selector and whitespace toggle.
  • Easy navigation across templates with extends and include support.

This makes managing templates much easier for developers and administrators.

Custom SQL Reports Enhancements

Custom SQL Reports now support query-driven dropdowns for filters, improving flexibility when building advanced reporting dashboards.

Key Updates

  • Technology Stack: Upgraded to FreeBSD 14.3, PHP 8.4.13, Apache 2.4.65, qpdf 12.2.0, and updated core libraries (composer & npm).
  • AI Integration: Migration to OpenAI GPT-5 models, replacing older GPT-4.1 series.
  • CI/CD Pipeline: Expanded with additional quality and security tools like deptrac, php-cs-fixer, phpmetrics, psalm, and gitleaks.
  • ACH & Payments: Added support for Cass Bank UPE format, RPPS FairShare Excel format, and enhanced check generation.
  • ClientDocs: Automatic optimization of uploaded documents (grayscale, resizing) with options to toggle compression.

Notable Changes

Client & Portal Improvements

  • Enhanced Client Message linking with last-four account number display.
  • Secure Message Center now displays linked creditor details.
  • Improved filters to exclude inactive codes and phases.

Security & Compliance

  • Increased MFA secret key length to 32 bytes (Google2FA v9.0.0).
  • Expanded Payment Audit Logging to cover all statuses.
  • Multiple MITRE CWE security refactors (safe redirects, removal of unsafe evals, stricter input validation).

Developer Experience

  • Refactored numerous List classes for cleaner JavaScript.
  • Added feature flag abstraction for safer rollout of experimental features.
  • Extended data dictionary generation tool for system-wide reporting transparency.

Conclusion

This quarter’s release balances infrastructure upgrades, user-facing improvements, and early support for new financial programs. The highlights include deeper automation (cron management, task assignment), stronger communication reliability (MailGun, SMS queueing), and powerful tools for admins (DocumentTemplate IDE, custom SQL enhancements).