#36 - August 2026

Receivables

Reminder "Sent By" now visible in lists and exports


What changed:
• The reminder list and the reminder export can now show a "Sent By" column, so customers no longer have to open a reminder to see who sent it.
• It resolves to the user for manually sent reminders and to the automated shipping for system-sent reminders.
• Enabled by default in the "Sent" reminder list; available as an optional column in table settings and in export layouts (not offered for the Drafts scope, where it would always be empty).

Why it matters:
Dunning reviews and audits of "who contacted this customer, and was it a person or automation?" previously meant clicking through reminders one by one. Now it is one list view or one export.

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Export download links now valid for 30 days


What changed:

Why it matters:
Customers no longer lose access to an export before they get around to downloading it, and no longer need to re-trigger it.

Restructured placeholder overview (Settings → Placeholders)

What changed:

Why it matters:
Customers find the right placeholder by data source instead of scanning twelve cards, and the page no longer advertises placeholders that silently fail to resolve.

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Languages settings reorganised

What changed:

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Reminder Activity History

What changed:

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Risk

Status & refresh for pending credit info requests

What changed:

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Risk alert — Credit cover expires within X days

What changed:

Why it matters:
Customers can act on upcoming cover expirations before they happen, avoiding unintended increases in uncovered credit exposure.

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Choose approvers in the credit limit suggestion

What changed:

Why it matters:
Setting up the credit limit suggestion is faster. The common single-approver case needs no manual assignment.

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Allianz search by identification number

What changed:

Why it matters:
Allianz Trade supports identifying customers by country-specific identifiers beyond master data and EHID. Users can now use those identifiers directly, improving match rates in countries where name/EHID search is insufficient.

Identify Allianz Trade
Identify Allianz Trade

Redesigned credit limit request flow

What changed:

Why it matters:
Credit managers were slowed down by data-heavy screens. The redesign puts the decision-relevant numbers first, so risk can be evaluated and approved faster.

Credit limit application
Credit limit application

Hide & show cards

What changed:

Why it matters:
The Risk Management tab is dense and not every role needs every card. Users can now tailor it to what they actually use, without affecting anyone else.

Hide & Show cards
Hide & Show cards

Configurable Key Stats in Interface Templates

What changed:

Why it matters:
The Key Stats card used to be fixed. Now each template surfaces exactly the metrics that matter for those accounts — including a customer's own manually maintained data points.

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Key Stats
Key Stats

Automatic new customer matching via external ID

What changed:

Why it matters:
Matched customers end up with complete credit and identification data automatically, reducing manual data entry and keeping credit-related workflows consistent.

Automatch
Automatch

Foreign-currency credit limits with a separate decision currency

What changed:

Why it matters:
Credit managers get consistent approval routing in one standard currency, while the authoritative limit stays in the customer's requested currency. Every decision is fully reproducible with the exact rate used.

Currency conversio
Currency conversio
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Company Code Filter on Risk Index Pages

What changed:

Why it matters:
Customers operating multiple company codes can now isolate the relevant entries on risk pages instead of scanning a mixed list. Complements the company code column we shipped previously.

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Cover Status Filter on Credit Covers

What changed:

Why it matters:
Customers can now isolate covers by status, e.g. show only Pending or Rejected covers, instead of scanning the full list.

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