You can expect up to 15 minutes of downtime to deploy this release.
Image displays Monthly Release Notes for August 16, 2026, featuring the InterProse logo and a list of release highlights over a background image of fresh peaches at an outdoor market.
Release Notes
Reusable Email Content
Active Email Profiles/Templates can now include variables pointing to reusable content stored in inactive Email Profiles/Templates.
This capability allows commonly used content such as headers, footers, disclaimers, and signatures to be stored and maintained in individual Email Profiles/Templates and shared across others.
For more information see: Reusable Email Content.
Image displays example reusable email content configuration
Image displays example email a customer would receive
Excel ETL Use Update
ETL Import Profiles will no longer accept Excel files that contain formulas or functions and will present errors.
Users are encouraged to use csv file types, where viable, to ensure faster, more predicatable ETL importing of data.
Excel files without formulas or functions will continue to work.
Note
Please review any Excel files used for ETL Profile Import that may currently have formulas or functions. To ensure associated imports are successful, please update the Excel files or replace them with csv files.
Email Performance
When an agent opens an inbound email from an email alert, the Email Log page no longer loads the Rainmaker suggested Custom Content automatically.
Instead, the user can click the Refresh icon next to the email body to generate the Rainmaker Custom Content. This improves page load performance and allows agents to select a different email template before generating a response.
See: Email Manager Guide for details on generating Rainmaker AI responses.
Note
The ${customContent} variable is required in the email template to include Rainmaker Custom Content in the email message.
Image displays the Rainmaker Refresh button
Automatic Opt-In for SBTv2
SBTv2 will now automatically opt in eligible recipients when a text message is sent using a template from a category that does not require opt-in.
Recipients who have explicitly opted out are not automatically opted back in.
Image displays Category Opt-in Required section
TCN Call Result Imports
TCN call-result imports now treat provider call IDs as unique within each call type.
Inbound, manual, and outbound calls that share the same provider call ID are imported as separate phone logs.
Duplicate imports for the same call type are prevented.
VA 2.0 Name on Card
Virtual Agent 2.0 now allows consumers to edit the Name associated with payment credentials when making a payment.
If the payment method is saved to the wallet, the updated name is saved and used for future payments.
Image displays Name on Card field in VA 2.0
VA 2.0 Bundle ID Sign-In
Virtual Agent 2.0 now accepts a Bundle ID in the Account Number field during guest sign-in and account registration.
Entering a valid Bundle ID automatically opens the associated bundle, making it easier for consumers to access bundled accounts.
Image displays entering a bundle id in the Account number field in VA 2.0
Account Summary Employment Fields
The following employment fields can now be added to the Account Summary through the Account Summary UI Template:
Employment Status
Employment Verified
Employment Source
Previous Employer
Forwarding Trigger Update
The onAfterForwarding trigger is no longer supported.
To perform actions after a forwarded account is recalled the triggers, onAfterForwardRecallSender or onAfterForwardRecallReceiver can be configured to initiate Action Paths.
Search With Original Demographics
Users can now search in ACE using original demographic information like the name or date of birth included with the data when the account was originally assigned (entered/loaded).
To enable this feature, go to Setup → System and select Include Original Demographics in Account Search.
Image displays Include Original Demographics in Account Search field
Client API Patch
The Client API now supports PATCH requests, allowing integrations to update selected client fields without sending the complete client record. Fields omitted from the request remain unchanged.
Image displays Clietn API Patch
RI Board Visual Selection
Rainmaker Insights (RI) Boards have been updated. The dropdown selector, used to add visual to an RI Board, has been replaced with a button.
Image displays Add Visual Button
Fixed These:
When the Mail Return Reason was removed for the primary demographic record, the address record was still showing the Mail Return Reason, causing it to reappear after saving. This issue has been resolved.
Invoices delivered to the Client Access File Manager did not always use the filename override configured in the Invoice Profile. This issue has been resolved.
Legacy payment plans and transactions using the DEBTOR_PAYMENT module no longer cause errors while parsing emails, texts, or letters.
The onAfterTxtMsgUndeliverable trigger was not working with the SBTv2 text message vendor. It is now.
Searching for accounts by phone number was resulting in performance delays. This has been improved.
Emailed letters in a Letter Series could fail when the Primary Debt was not included in the Bundle Group. This issue has been resolved. Letters are now sent successfully as long as an eligible debt in the Bundle Group qualifies for the scheduled Letter Series.
Previously, when a primary agent expired, the onAfterPrimaryAgentChange trigger was not being initiated. It is now.
The Rainmaker Insights (RI) Recovery By Month Client Access chart now plots each year's monthly recovery independently instead of visually stacking values from prior years.
Some Client Access users would see a blank page after logging in. This issue has been resolved, and the Client Access dashboard now loads as expected.
Voiding a payment could fail to reverse the original transaction in some scenarios. This issue has been fixed, and voided payments now create reversal transactions and restore account balances as expected.
SQL reports using the user_alert view were returning duplicate rows. This issue has been fixed.
Virtual Agent account and security email messages, including password setup and reset messages, are now stored as the Information Category type so they can be delivered outside of configured consumer contact hours.
Use of the Account Placement ETL Load Method was not consistently identifying duplicate accounts. This issue has been fixed.
Client Access users were sometimes redirected to the wrong page after searching for a selected bundled account. This issue has been resolved, and the selected account now opens as expected.
Rainmaker Insights (RI) Transactions reports exported to CSV and Excel were sometimes displaying duplicate rows or rows that were not formatted as expected. These issues have been resolved.
The Add Visual selector on Rainmaker Insights (RI) Boards was sometimes appearing empty, preventing users from searching for or adding visuals to a board. This issue has been resolved.
Inventory Designer SSN decryption behavior was not working as it previously had. This has been fixed and is validated to work on Inventory Designer, SQL Designer, and RI Visual reports.
Rainmaker Insights (RI) was not allowing headerless reports to render correctly. This has been fixed, and RI Visuals now support the creation and export of Visuals without column headers.
Rainmaker Insights (RI) was not hiding columns per prompt instructions given when creating a Visual. RI no longer displays those columns in Visuals and those columns are also not included in exported reports.
An error was being returned when searching for an account by client account number. This is now fixed.
For Rainmaker Insights (RI) Client Assignment History Analysis report Assigned Date Range was missing. This is now fixed. The date range now defaults to the prior 13 completed months.
On Rainmaker Insights (RI) conversion, "Total SQL" values configured in SQL Designer, were not always being retained. This is now fixed.
Duplicate payments entered during the same VA 2.0 session, were not resulting in an error message as expected. This is now fixed.