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Apply Now Automatic Document Requests can now be requested based on the Veteran Status question

Plaid Asset Report creation now has more robust error messaging when ordering reports that fail

- Apply Now Automatic Document Requests can now be requested based on the Veteran Status question
- Plaid Asset Report creation now has more robust error messaging when ordering reports that fail

Version: v55.1.0  Feature Enhancements
Apply Now Automatic Document Requests can now be requested based on the Veteran Status question
Pla...

September 3rd, 2025 Release Notes

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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