Argos Vault Release Notes V5.153

Argos Vault Release Notes V5.153

Release Completion Date:     08 April 2026        

Info
🔍 Important Notes
  1. Please disregard modules listed in these release notes that are not relevant to your usage.
  2. For additional details on any change, refer to the [Help] button within the relevant dialog—unless otherwise indicated.
  3. These notes cover changes made in this specific software version only.
    To ensure full awareness of all updates, please review previous release notes for changes between your current version and this release.

📚 Access Previous Release Notes:
  1. Visit the Argos Knowledge Base to view historical release documentation.
Accounts
amp-I749: Transaction Group Number Search Added to Account Transaction Browse
To improve usability and make it easier for users to locate related transactions, a new search option has been added to the Account Transaction Browse dialog.

What’s New
A new Transaction Group Number search field has been added to the Account Transaction Browse screen.

Users can now filter transactions by their Transaction Group Number, allowing quick identification of grouped or batch‑processed transactions.

Why This Change Was Made
  1. Enhances search capabilities for users dealing with grouped or multi‑transaction processes.
  2. Simplifies reconciliation, troubleshooting, and auditing of transaction batches.
  3. Reduces the time required to locate related transactions across an account.
Impact
  1. Users can now search directly by Transaction Group Number in addition to existing filters.
  2. No configuration or workflow changes are required.
  3. Existing transaction search functionality remains unchanged.
Argos API
amp-I704 API Fix for Distributor Reference Number
A defect affecting the update of the Distributor Reference Number (Invoice Number) via the API has been identified and resolved.

Issue
When creating an account through the API using an asset that already existed in the database, the Distributor Reference Number (Invoice Number) was not updating correctly.
This resulted in accounts being created with incorrect distributor reference details.

Fix
The API logic has been corrected so that:
  1. When an account is created via the API
  2. And the associated asset already exists in the database
  3. The Distributor Reference Number is now correctly updated as part of the account creation request.
This ensures consistent and accurate asset and account linkage, regardless of whether the asset is new or pre‑existing.

Impact
  1. API‑driven account creation now behaves consistently for both new and existing assets
  2. Distributor Reference Numbers are always correctly populated
Bailment
amp-I729 - Auditing on the Bailment Control Setup dialog
Auditing has now been extended to include all changes made within the Bailment Control Details Setups dialog. This enhancement ensures full traceability and improves oversight of updates to Bailment‑level configuration settings.

What’s New

All modifications performed within the Bailment Control Details Setups dialog are now captured in the system audit trail.
Audit records include information on:
  1. The user who made the change
  2. The date and time the change was made
  3. The fields updated and the before/after values
Why This Change Was Made
  1. Improves accountability and transparency for Bailment configuration changes
  2. Ensures compliance with audit standards across the platform
  3. Aligns Bailment Control Details with other areas where auditing is already enforced
Impact
  1. No workflow changes for end users
  2. All changes to Bailment Control Setups are now fully traceable through existing audit tools
  3. No configuration action required—auditing is automatically enabled
amp-I30 Curtailments Allowed Prior to Free Floorplan & Due‑in‑Full Days
Enhancements have been made to provide greater flexibility when configuring Curtailment schedules. The system now supports Curtailment Start Dates that occur before the Free Floorplan period ends and before the Due‑in‑Full (DIF) date, subject to new configuration options.

1. New Configuration Options
A new checkbox has been added to the Free Floorplan Profile:
  1. “Check on Curtailment Period Days apply.”
When this checkbox is selected:
  1. A new field appears: Curtailment Period Days
  2. Users can specify the number of days from the Open Date when Curtailment should begin.
If the checkbox is not selected, the system behaves exactly as it did before this enhancement.

2. Default Behaviour
  1. Existing Free Floorplan Profiles continue using the current rules, with no changes unless the new checkbox is enabled.
  2. Newly created Free Floorplan Profiles will default to the original behaviour, meaning the new Curtailment rule is off by default.
This ensures backward compatibility for all existing clients.

3. Curtailment Rules
When Curtailment Period Days are configured:
  1. Curtailment Start Dates may be earlier than Due‑in‑Full (DIF) dates.
  2. Curtailment Period Days must be:
    1. Less than or equal to Free Period Days
    2. Less than or equal to Due‑in‑Full Period Days
  3. Curtailment Period Days cannot be blank when the new checkbox is selected.
These rules enforce valid Curtailment timing within the lifecycle of a Bailment Account.

4. Curtailment Schedule Logic
Curtailment schedules will now be created based on:
  1. Curtailment Start Date = Open Date + Curtailment Period Days
The system has been updated so that:
  1. Curtailment schedules can begin before Free Floorplan expiry
  2. Curtailments may also begin before the Due‑in‑Full date
  3. No internal rules will block schedules that start earlier than these periods
    (provided the new configuration values are valid)
5. Curtailment Direct Debits
Curtailment Direct Debits will now:
  1. Be allowed even if the Curtailment Start Date is before Free Floorplan or DIF days
  2. Follow the Curtailment Schedule created using the new Curtailment Period Days logic
Example
Info
Open Date: 01/01/2025
Due‑in‑Full Days: 180
Curtailment Days: 120
Curtailment Start Date: 01/05/2025
The system now fully supports this scenario.

6. Post Bailment Fees
The Post Bailment Fees process has been reviewed to ensure:
  1. Daily Future Value calculations remain correct
  2. Any payments made before Curtailment (through DD or manual payment) are properly factored into fee calculations
  3. No behavioral changes occur other than respecting the new Curtailment commencement rules
Impact
  1. Allows earlier commencement of Curtailments for better risk management
  2. Provides flexibility for lenders using tiered or accelerated Curtailment models
  3. Maintains full backward compatibility with existing Free Floorplan Profiles
  4. Reduces reliance on manual adjustments or workarounds
  5. No user actions required unless the new configuration option is desired
amp-I32: Fix for Bailment Grouped Transactions Not Totaling Zero
An issue has been resolved where certain automatic processes were incorrectly generating grouped transactions that did not total zero, causing problems for downstream processing and reconciliation.

Issue
Some system processes were unintentionally:
  1. Assigning a Group Number to a single transaction, creating a “self‑grouped” entry
  2. Creating grouped transaction sets where the total did not equal 0.00, which is required for grouping functionality
This resulted in invalid grouped transactions and prevented correct balancing behavior.

Fixes Implemented
✅ 1. Dealer Asset Transfer Process Corrected
The Dealer Asset Transfer process will no longer generate a self‑grouped singleton transaction.
Only valid multi‑line groupings will receive a Group Number.

✅ 2. Cash Allocation Grouping Corrected
The Cash Allocation process now:
  1. Correctly assigns group numbers only when grouping is required, and
  2. Ensures all grouped transactions total exactly 0.00.
✅ 3. Manual Grouping Validation Added
Users can no longer manually group transactions if the selected items do not total 0.00.
This prevents invalid grouping and ensures all grouped schedules balance correctly.

Impact
  1. Grouped transaction sets will always be balanced going forward
  2. Prevents invalid transaction grouping and reconciliation issues
  3. Improves data integrity for all Bailment‑related processes
  4. No user action required—fixes apply automatically
Communications
amp-I914 Communication Issue post Microsoft Security Upgrades on the 9th June 2026
An issue introduced by Microsoft's June 2026 cumulative security updates was causing failures when editing, previewing, and printing Communications in Vault. This issue has now been resolved.

Issue
Following Microsoft's scheduled security updates on 9 June 2026, affected users encountered disruptions to Communication functionality within Vault. Specifically:
  1. Editing, previewing, and printing of Communications was impacted
  2. The issue was tied to the June 2026 cumulative updates applied across multiple Windows and Windows Server versions
  3. Impact varied depending on the platform and update version installed
The following Microsoft cumulative updates were identified as the cause:

Platform
Cumulative Update
Release Date
Windows 11 24H2 / 25H2
KB5094126
9 June 2026
Windows 10 21H2 / 22H2
KB5094127
9 June 2026
Windows Server 2025 (24H2)
KB5094125
9 June 2026
Windows Server 2022 (21H2)
KB5094128
9 June 2026
Windows Server 2019
KB5094123
9 June 2026
Windows Server 2016
KB5094122
9 June 2026

What's Changed
  1. The compatibility issue between Vault Communications and the affected Microsoft security updates has been resolved
  2. Editing, previewing, and printing of Communications is restored across all affected platforms
User Action
No action is required. The fix has been applied and Communications functionality will operate as expected.

Impact
  1. Full Communications functionality — editing, previewing, and printing — is restored in Vault
  2. All previously affected platforms are resolved
  3. No changes to existing workflows or configuration are required
  4. No user action needed
amp-I500 Dispatch Centre upgraded to allow for different From/Reply to email addresses
The Dispatch Centre has been upgraded to provide greater flexibility when sending communications across the system. This enhancement allows organisations to manage a single Dispatch Centre (DC) setup while using multiple From and Reply‑To email addresses based on Communication Type.

What’s New

1. Multiple Email Identities Supported
You can now configure different From/Reply‑To email addresses for individual Communication Types, all while continuing to use a single Dispatch Centre configuration.

This is particularly useful for organisations that:
  1. Send communications from multiple departments
  2. Need different sender identities for different workflows
  3. Want replies to route to different operational teams
2. New Communication Type Tab for Dispatch Centre Settings
The Communication Type dialog has been refactored and updated to support improved Dispatch Centre configuration management.

A new tab has been added, providing a clear and centralised place to manage From/Reply‑To settings.

3. New Field: “From/Reply‑To Address”
A new optional field allows you to specify a custom sender address per Communication Type.
  1. If an email address is entered
    → Communications of that type will be sent using that address for both From and Reply‑To.
  2. If left blank
    → The system will fall back to the default email address configured in the Dispatch Centre (via the Control Menu).
This approach provides maximum flexibility while preserving existing behaviour for Communication Types not requiring special handling.

Benefits
  1. Allows multiple teams to send communications with different identities
  2. Improves reply routing and email authenticity
  3. Reduces need for multiple Dispatch Centre setups
  4. Simplifies management via a dedicated Communication Type tab
  5. Fully backward compatible—existing Communication Types continue working unchanged unless configured otherwise
Impact
  1. No changes required unless custom sender addresses are desired
  2. Administrators can now assign email identities at a granular level
  3. System behaviour is predictable: per‑type overrides take precedence, with a fallback to global Dispatch Centre settings
Distributor
amp-I697 Auditing on a Distributor
Auditing has been expanded to provide full visibility into all changes made to Distributor records. This enhancement ensures improved traceability, data integrity, and compliance across all Distributor‑related configuration areas.

What’s New
Audit tracking is now applied to all changes made on a Distributor, across the following areas:
  1. Main Tab
  2. Web Users Tab
  3. Distributor Settings Tab
Any modification to fields within these sections will now be automatically recorded in the audit trail.

What This Means
  1. Full historical visibility of who made changes, what was changed, and when the change occurred
  2. Enhanced compliance and accountability for Distributor data maintenance
  3. Consistent auditing behaviour aligned with other core system entities
Impact
  1. No action required from users—auditing is fully automatic
  2. Existing Distributor functionality is unchanged
  3. Support and audit teams gain improved diagnostic and tracing capabilities
amp-I748 Distributor Payout Report Date Issues on Excel Export
An issue affecting the Distributor Payout Report when exporting to Excel has been identified and resolved.

Issue
When exporting the Distributor Payout Report to Excel, dates were not displaying correctly. This caused confusion for users reviewing payout periods, transaction dates, and other time‑sensitive fields within the exported report.

Fix
The Excel export logic has been corrected to ensure all date fields:
  1. Export in the correct format
  2. Display consistently across all rows
  3. Match the date format presented in the on‑screen report
Impact
  1. Exported Distributor Payout Reports now show accurate date values
  2. No changes required by users
  3. Reporting accuracy and downstream analysis are improved

Help Links
amp-I736 Online Help URL links Migration
We have continued our ongoing improvements to the help and support experience by migrating additional Word‑based Help Documents into our centralised Knowledge Base Portal. This ensures that users have access to the most up‑to‑date, searchable, and easily accessible help content.

What’s New
  1. More Help Documents have been converted from static Word files into online Knowledge Base URLs.
  2. These updated help links can now be accessed:
    1. Directly via the Help button on the Vault dialog
    2. Via the Help button on the Bailment dialog
    3. Or directly through the Knowledge Base Portal
Why This Change Was Made
  1. Ensures all users access the latest version of each help document.
  2. Improves searchability and navigation through a unified online help platform.
  3. Reduces reliance on outdated local Word documents.
  4. Allows the help content to be updated faster and more consistently.
Impact
  1. Help buttons now redirect to Knowledge Base URLs where available.
  2. No workflow changes for users—just easier access to online help content.
  3. More help topics will continue to be migrated as part of ongoing improvements.
Quotes
amp-I791 Quote Communication creation issue
An issue affecting the creation of communications from a Quote has been identified and resolved.

Issue
When creating a communication from a Quote, the system could crash if the communication template did not contain the new Payment Schedule table. This prevented the communication from being generated successfully and disrupted normal quote workflows.

Fix
The underlying issue causing the crash has now been resolved.
  1. Communications can now be created from a Quote without error.
  2. Templates that include the Payment Schedule table now function correctly.
  3. Templates that do not include the table also continue to work as expected.
The system now handles the Payment Schedule table reliably during communication generation.

Impact
  1. Quote‑based communications are created successfully in all supported scenarios.
  2. No changes are required to existing communication templates.
  3. Improves stability and reliability of the communication creation process from Quotes.
Technical Debt Tidy Up
amp-I702 Remove Variable Loan Scheduled Advances Functionality
As part of our ongoing initiative to simplify the Variable Loan model, reduce technical debt, and remove legacy features that are no longer required, the Scheduled Advances functionality has now been fully removed from Variable Loans.

What Has Been Removed
  1. Scheduled Advances Setup on Variable Loan Account Types
    The configuration previously available on Variable Loan Account Types to set up Scheduled Advances has been removed.
  2. Post Scheduled Advances Menu Item
    The “Post Scheduled Advances on Variable Loan Accounts” process has been removed from the Tree Menu, as the functionality is no longer supported.
  3. Advances Button on the Finance Dialog
    The Advances button previously displayed on the Finance dialog of a Variable Loan has now been removed.This button was tied to the deprecated Scheduled Advances process and no longer served a functional purpose.
Why This Change Was Made
  1. Scheduled Advances functionality is no longer relevant under current Variable Loan processing workflows.
  2. The feature caused confusion and had no modern operational use.
  3. Removing unused elements reduces technical debt, simplifies the UI, and improves overall maintainability.
Impact
  1. No user action is required; the removed elements were legacy-only and not in active use.
  2. Variable Loan screens and menus are now cleaner and more intuitive.
  3. No impact to existing loan accounts or core functionality.
amp-I438 Technical Debt Cleanup: Dealer Browse Dialog
As part of our ongoing technical debt reduction and user interface clean‑up efforts, several legacy and unused fields have been removed from the Dealer Browse dialog. 

What’s Changed
The following fields have been removed from the Dealer Browse dialog:
  1. Vendor Program
  2. Collateral
  3. Register No
  4. Voucher No
  5. Used FL Contracts
These fields were originally carried forward from earlier versions of the screen but are not applicable to the current Dealer Browse functionality.

Why This Change Was Made
  1. Reduces clutter and removes fields that provided no value to users
  2. Simplifies the user interface and improves readability
  3. Eliminates legacy components that added unnecessary complexity
  4. Supports long‑term maintainability of the Dealer module
Impact
  1. No functional change to Dealer records
  2. Users will see a cleaner, more focused Dealer Browse dialog
  3. No action required by administrators or end users
amp-I709 Technical Debt Cleanup: Deposit Browse Dialog
As part of our ongoing initiative to streamline the user interface and eliminate outdated or unused elements, the Deposit Browse dialog has been cleaned up to remove legacy fields that no longer form part of the functional design.

What’s Changed
The following fields have been removed from the Deposit Browse dialog:
  1. Vendor Program
  2. Collateral
  3. Used FL Contracts
These fields were identified as technical debt and were not used for Deposits in any functional capacity.

Why This Change Was Made
  1. Removes unused and non‑functional fields
  2. Reduces screen clutter and improves clarity for end users
  3. Simplifies long‑term maintenance of the Deposit module
  4. Ensures the Browse dialog reflects only relevant Deposit information
Impact
  1. No functional behaviour changes to Deposit accounts
  2. Users will see a cleaner and more accurate Deposit Browse dialog
  3. No additional action is required from administrators or users
amp-I707 Technical Debt Cleanup: Call Account Browse Dialog
As part of our ongoing efforts to streamline the user interface and remove obsolete elements, the Call Account Browse dialog has been cleaned up to eliminate legacy fields that were no longer relevant to Call Account functionality.

What’s Changed
The following unused and non‑functional fields have been removed from the Call Account Browse dialog:
  1. Vendor Program
  2. Collateral
  3. Register No
  4. Voucher No
  5. Used FL Contracts
These fields were identified as technical debt and have now been fully removed to reduce clutter and improve usability.

Why This Change Was Made
  1. Removes leftover elements from older designs that provided no value
  2. Simplifies the screen for end users
  3. Reduces technical debt and improves long‑term maintainability
  4. Ensures only Call Account–relevant information is displayed
Impact
  1. No functional changes to Call Accounts
  2. Users will now see a cleaner, more accurate Browse dialog
  3. No action is required from users or administrators
amp-I708 Technical Debt Cleanup: Fixed Loan Account Browse Dialog
As part of our ongoing technical debt reduction initiative, the Fixed Loan Account Browse dialog has been reviewed and cleaned up to remove legacy fields that were no longer relevant to the Fixed Loan module.

What’s Changed
The following unused fields have been removed from the Fixed Loan Account Browse dialog:
  1. Voucher No
  2. Used FL Contracts
These fields were identified as technical debt and have now been removed to reduce unnecessary clutter and improve user clarity.

Why This Change Was Made
  1. Eliminates outdated and unused UI elements
  2. Improves readability and reduces visual noise
  3. Simplifies the screen to show only relevant Fixed Loan information
  4. Reduces long‑term maintenance overhead associated with legacy fields
Impact
  1. No changes to Fixed Loan functionality
  2. Users will see a cleaner and more focused Browse dialog
  3. No configuration or action is required from users or administrators
amp-I706 Technical Debt Cleanup: Dealer Account Details Dialog
As part of our ongoing initiative to reduce technical debt and streamline the user interface, the Dealer Account Details dialog has been reviewed and cleaned up. Several legacy fields and buttons that were no longer used, no longer relevant, or not part of the original design intent have now been removed.

This cleanup ensures a clearer interface, reduces confusion for users, and improves long‑term maintainability of the Dealer module.

What’s Changed
The following unused or obsolete items have been removed from the Dealer Account Details dialog:

Removed Fields
    1. Interest Profile
    2. Account Group
    3. Vendor Program
    4. Broker Category
    5. Warning Indicator
    6. Accrued Date
    7. Accrued Interest
    8. Withhold Tax
Removed Buttons
    1. Project Button
    2. Interest Button
    3. Recurring Charges Button
    4. Make Button
These fields and actions were identified as technical debt because they were either no longer functional, duplicated elsewhere, or not relevant to Dealer Account processing.

Why This Change Was Made
  1. Removes outdated and unused UI elements
  2. Simplifies the Dealer Account screen for end users
  3. Improves clarity and reduces visual noise
  4. Supports long‑term system maintainability by eliminating obsolete code paths
  5. Ensures the dialog reflects only relevant Dealer Account data and functions
Impact
  1. No changes to functional behaviour of Dealer Accounts
  2. Users will see a cleaner, easier‑to‑navigate Dealer Account Details dialog
  3. No configuration changes or user actions are required
amp-I449 Technical Debt Cleanup: Deposit Account Details Dialog
As part of our ongoing initiative to reduce technical debt and streamline the user interface, the Deposit Account Details dialog has been reviewed and cleaned up. Several legacy or unused elements that were not part of the original screen design have now been removed to improve clarity and maintainability.

What’s Changed
The following outdated elements have been removed from the Deposit Account Details dialog:

Removed Buttons
    1. Recurring Charges Button
This button was not applicable to Deposit Accounts and has been removed to prevent confusion and reduce UI clutter.

Removed Fields
    1. Entered Date
    2. Modified Date 
These fields were redundant as this information is already captured and available within the Audit Details functionality.

Why This Change Was Made
  1. Removes legacy and non‑functional items left over from older screen versions
  2. Reduces user confusion by displaying only relevant Deposit Account information
  3. Supports long‑term maintainability by eliminating unused code and UI components
  4. Ensures consistency with other modules that have already undergone technical‑debt cleanup
Impact
  1. No change to core Deposit Account functionality
  2. Users will now see a cleaner and more focused Deposit Account Details dialog
  3. No action is required from administrators or users
amp-I448 Technical Debt Cleanup: Call Account Details Dialog
As part of our ongoing initiative to reduce technical debt and streamline the user interface, the Call Account Details dialog has been cleaned up. Several unused or outdated fields and buttons have now been removed to simplify the screen and reduce technical debt.

What’s Changed
The following items have been removed from the Call Account Details dialog:

Removed Fields
    1. Facility Limit
    2. Investor Rate Required
    3. Future Balance
These fields were not part of the intended functional design for Call Accounts and were not used in modern workflows.

Removed Buttons
    1. Recurring Charges Button
    2. Direct Debit Button
These buttons were not applicable to Call Accounts and have been removed to prevent confusion and reduce UI clutter.

Why This Change Was Made
  1. Simplifies the Call Account user interface by removing elements that were irrelevant or unused
  2. Reduces technical debt and long‑term maintenance overhead
  3. Ensures the screen reflects only meaningful and accurate Call Account functionality
  4. Provides a clearer and more intuitive user experience
Impact
  1. No functional changes to Call Account processing
  2. Users will see a cleaner, more focused Call Account Details dialog
  3. No action required from users or administrators
amp-I450 Technical Debt Cleanup: Fixed Loan Account Details Dialog
As part of our ongoing initiative to reduce technical debt and streamline the user interface, the Fixed Loan Account Details dialog has been reviewed and refactored. Several legacy fields and buttons that were no longer used, no longer relevant, or not part of the modern Fixed Loan design have been removed.

What’s Changed
The following outdated or unused items have been removed from the Fixed Loan Account Details dialog:

Removed Fields
    1. Booklet
    2. Vehicle Reg
    3. Invoice Req
    4. Settlement Date
Removed Buttons
    1. Trade In Button
These elements were identified as technical debt since they were either obsolete, unused in current Fixed Loan workflows, or not required as part of the updated screen design.

Why This Change Was Made
  1. Removes legacy items inherited from older designs
  2. Reduces visual clutter and improves clarity for end users
  3. Ensures the Fixed Loan screen reflects only relevant and supported functionality
  4. Simplifies long‑term maintenance by removing redundant code and UI components
Impact
  1. No change to Fixed Loan processing or behaviour
  2. Users will see a cleaner, modernised, and more intuitive Fixed Loan Account Details dialog
  3. No action required from administrators or end users