New features
📥 You can now export the user and onboarding data available on the Dashboard in .csv format, either from your Dashboard or with the API by calling the exportUserData and exportOnboardingData mutations. More data will be available to export soon.
Improvements
📈 The Insights tab on the Dashboard has been updated to include the Accounts funded step in the Onboarding funnel. You can now access a detailed conversion rate of account holders that have opened and funded their accounts.
📊 We’ve added two new graphs to the transactions data within your Dashboard's Insights tab. We now display the total volume of incoming and outgoing transactions by payment method.
🚌 Payment Control now allows you to filter transactions related to transportation expenses. Use the TransactionTransportType field, which mirrors the Transit Transaction Type Indicator shared from Mastercard.
Breaking changes
ℹ️ As announced on July 19, the onboardingUrl parameter of our onboarding object is now set to null when an onboarding is finalized.
Upcoming breaking changes
⚠️ In the coming weeks, we'll introduce an additional permission to initiate a credit transfer to an unsaved beneficiary, meaning not previously added as a trusted beneficiary.
- From October 21, account members must have both
canInitiatePaymentandcanManageBeneficiarypermissions to initiate a credit transfer to an unsaved beneficiary. - Swan will grant existing account members with
canInitiatePaymentwith thecanManageBeneficiaryon October 21.
Please ensure that new account members, created after October 21, have both permissions to initiate a credit transfer to an unsaved beneficiary.