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Follow-up to Regulation F Implementation Open Discussion - Session 2

  • 1.  Follow-up to Regulation F Implementation Open Discussion - Session 2

    Posted 11-12-2021 13:00

    Thanks to everyone who attended the session this morning. For those who were unable to attend, here is the Zoom recording link:

    Passcode: y00FA%qm


    • Final release build of patches for all Reg-F functionality will be the morning of Wednesday 11/17th.
      • Will contain all remediation of all defects reported through end of day Monday 11/15th where possible
    • ES will be released, if required, by Wednesday 24th to address any critical defects reported after 11/17 or not resolved for 11/17.

    There are several enhancements we are discussing internally to improve usability or flexibility that will be released in future patches but will not be available prior to 11/30.

     Post Upgrade Scripts:

    • Validation Notice / Period
      • Scripts will be provided to set the validation notice data fields based upon evaluation of historical letters sent
    • Itemization Balance Updates
      • Two versions of stored procedures will be provided to update itemization balance fields, one for accounts where interest is calculated and a second for accounts where interest is not calculated.
      • Stored procedures will require that the itemization date and balance fields are populated and a date is provided to indicate the as of data for the balance fields. Latitude will then evaluate all transactions posted to the account since the as of date and update itemization balances accordingly

    We have also uploaded the most recent update to the Release Notes in this Latitude Community Files Library.  It is still in draft form until the final release targeted for 11/17 however we are not expecting any significant changes at this point.

     Thank you,



    Jeff Calnan
    Genesys - Employees
    Customer Success Manager