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A Message From Our Team
Happy October! 🎃 Fall into our latest batch of updates designed to make managing your financial institution even smoother. This month, we're excited to highlight new features for the Banno Support app case queue, seamless browser-based key generation for developers, the launch of our new Origination Pilot & Beta Hub for lending and deposits, and so much more. Dive in below to see what's new!
Exception Manager: New Layout for Decisioning Rapid Transfer Exceptions
Coming this November, we’re introducing a refreshed layout to the Exception Manager review and decisioning screen, designed to give you a clearer, more efficient view of every item.
What’s Changing?
To help eliminate unnecessary vertical scrolling and make better use of your screen space, information has been reorganized into dedicated left and right panels:
Left Panel – Account Details: Account-level details (such as account holder name, account number, and account type) now live permanently in the left margin, giving you immediate context at a glance.
Right Panel – Transaction Details & Assignment: The right panel is now streamlined to focus on assignment, branch/officer details, and transaction-specific metadata (such as transaction type, source, tracer number, and assessed fee).
Center Stage – Exception Decisioning: The central workspace remains focused on reviewing exception details, making edits, and taking action without having to scroll back and forth between stacked cards.
What Isn’t Changing?
Your core workflow and decisioning process remain exactly the same. Retry and Manual Post continue to be your two standard decisioning options – now simply housed in a layout built for faster, more comfortable navigation.
Keep an eye out for these visual enhancements rolling out across Exception Manager next month!