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Our Assets team has introduced a change to the functionality of connected accounts as part of the Asset Statement Follow-Up release.
LO-entered accounts in the Assets Statement Follow-up were only being replaced if the borrower connected to accounts that matched the account type, institution and account number. After hearing customer feedback, we have removed the requirement for matching account numbers. This means that if the borrower connects to accounts that match the account type and institution that the LO entered, the account will be replaced in the follow-up task.
This additional information about how and when connected accounts will be replaced has been added to the primary post, which you can view here.
This feature will be available for testing by end of day today (June 15) in beta, and we are still planning to introduce this to production environments on June 28.
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