Q2 Co-Pilot release notes

Latest releases

October 30, 2024 (Q2 Co-Pilot 2.0.15)

This release includes the following updates:

What's new

• Updated Co-Pilot to allow CSR users the ability to access CSR Assist without also requiring full rights to Group Access Mapping (GAM). Previously, if an FI used GAM, CSR users were required to have the ADMINISTRATION: CSR Assist entitlement, the USER MANAGEMENT: Manage UserLogins entitlement, and full GAM rights. Now, the first two entitlements listed are still required, but as long as the CSR user has access to view the Group, they can now access CSR Assist.
  Note: This update will only affect FIs who use Group Access Mapping (GAM).

  (CPLT-988)

July 10, 2024 (Q2 Co-Pilot 2.0.13)

This release includes the following updates:

Fixes

• Fixed an issue where CSR Notes that were added to a Customer or User profile duplicated and displayed across all other profiles. Now, if a CSR Note is added to a User or Customer profile, it correctly displays only on the associated profile. (CPLT-981)

June 17, 2024 (Q2 Co-Pilot 2.0.12)

This release includes the following updates:

What's new

• Updated the Notes tab for Customer and User profiles to decrease loading times when retrieving the CSR Name. (CPLT-968)

May 23, 2024 (Q2 Co-Pilot 2.0.11)

Fixes

• Fixed an issue where Customer profile pages were slow to load for some FIs with more than 1000 active CSR users. (CPLT-964)

April 11, 2024 (Q2 Co-Pilot 2.0.9)

What's new

• Fixed an issue where, when a user attempted to log into Q2 Co-Pilot using two security tokens, an error message of "This login is unable to access Q2 Co-Pilot" displayed, and the login workflow was not successful. (BOAPI-1097)

February 29, 2024 (Q2 Co-Pilot 2.0.8)

What's new

• Updated all dropdown menus in Q2 Co-Pilot pages. Previously, opening a dropdown menu would overlap in front of the selection field. Now, dropdown menus display below the selection field to avoid obstructing content.

  Before update

  

  After update

  
  (CPLT-933)

February 15, 2024 (Q2 Co-Pilot 2.0.7)

Fixes

• Fixed an issue where, if an FI's HQ version was 4.6.0.7001 or above, an inaccurate error message regarding Secure Access Contacts (SACs) appeared, and the Date of Birth field displayed incorrectly. Now, inaccurate error messages will not appear and all fields will display as expected for all HQ versions. (CPLT-927)

January 4, 2024 (Q2 Co-Pilot 2.0.6)

Fixes

• Fixed an issue where Japanese telephone numbers could not be added as Secure Access Code (SAC) contact instances. Now, Japanese phone numbers can be added successfully. (CPLT-913)

November 16, 2023 (Q2 Co-Pilot 2.0.5)

What's new

• Updated the component framework used by Q2 Co-Pilot. This should have no visible changes or feature changes. (CPLT-903)

August 31, 2023 (Q2 Co-Pilot 1.0.41)

What's new

• Updated the Help button in the avatar menu on the Q2 Co-Pilot page. The button is now linked to the Q2 Co-Pilot documentation page in the Q2 Documentation Portal. (CPLT-895)

August 17, 2023 (Q2 Co-Pilot 1.0.40)

What's new

• Added a warning for CSRs attempting to add a SAC target when there are insufficient Group feature rights enabled. At least one of the following multi-factor authentication (MFA) feature rights must be enabled at the Group level for the intended User:

  • MFA: Allow secure access code delivery via email

  • MFA: Allow secure access code delivery via SMS

  • MFA: Allow secure access code delivery via voice

  

  

  (CPLT-879)

  Note: This improvement was implemented in the 1.0.40 release, but the related ticket was originally included in the 1.0.39 release notes.

August 3, 2023 (Q2 Co-Pilot 1.0.39)

Fixes

• Fixed an issue where, after signing into Q2 Console with single sign-on (SSO) and selecting the Q2 Co-Pilot tile, the Login page momentarily reappeared. (CPLT-881)

June 27, 2023 (Q2 Co-Pilot 1.0.38)

This release includes the following updates:

What's new

• Updated the Q2 Co-Pilot documentation and UI to provide support for the following CSR Role entitlements: Enable/disable Users, Add SAC contacts, Delete SAC contacts. (CPLT-870)

May 4, 2023 (Q2 Co-Pilot 1.0.37)

This release includes the following updates:

What's new

Updated the password requirement for CSR Assist to be optional

CSR Assist now has the ability to be configured per policy to not require a Q2central password for CSRs. For more information, contact your Customer Experience Manager.

This implementation is only available on HQ version 4.5.0.6098 or above.

(CPLT-861)

Fixes

• Fixed an issue where the login screen displayed after opening certain application links in a new tab from the navigation menu. (CPLT-863)

April 20, 2023 (Q2 Co-Pilot 1.0.36)

This release includes the following updates:

What's new

• For FIs with Zones enabled, updated the order of Zones in the Zones dropdown so that the production Zones appear first in the list, and non-production Zones, such as Interactive Test Drive, appear below the production Zones.

(CPLT-850)

February 6, 2023 (Q2 Co-Pilot 1.0.35)

This release includes the following updates:

Fixes

• Fixed an issue where CSRs weren't able to delete or edit user notes. (CPLT-847)

• Fixed an issue where temporary passwords didn't adhere to the password policy set for FIs with Zones enabled. (CPLT-842)

October 26, 2022 (Q2 Co-Pilot 1.0.34)

This release includes the following updates:

What's new

• Added support for Symantec Tokens. If a token is required when logging into Co-Pilot, CSRs are now prompted to enter a code sent to their Symantec device. This update requires HQ version 4.5.0.6088 or later. (CPLT-598)

Fixes

• Fixed an issue where partial searches by Login didn't return results. (CPLT-814)

• Fixed an issue where users with Symantec Token validation didn't appear in searches. This fix requires HQ version 4.5.0.6088 or later. (CPLT-823)

August 31, 2022 (Q2 Co-Pilot 1.0.32)

This release includes the following updates:

• Added a new Customer notes section on the Customer level. (CPLT-787)

August 17, 2022 (Q2 Co-Pilot 1.0.31)

This release includes the following updates:

What's new

• Added the ability to filter search results by CSR user in User > Notes. (CPLT-772)

July 21, 2022 (Q2 Co-Pilot 1.0.30)

This release includes the following updates:

What's new

Added a new Notes section with new entitlements

Added a new Notes section below the User Accounts section in User. In addition to viewing existing notes, CSRs are able to:

• Add note ()—Adds a new note.

• Edit note ()—Edits an existing note, accessed from the note's options menu (). Edit note is restricted to the creator.

• Delete note ()—Deletes an existing note, accessed from the note's options menu (). Delete note is restricted to those with deletion rights.

(CPLT-770, CPLT-771, CPLT-774)

Additional changes

• Added User Management: Delete CSR Notes rights for both User Management and Co-Pilot. This gives CSRs the ability to delete User Management and Co-Pilot User notes. (CPLT-775)

June 28, 2022 (Q2 Co-Pilot 1.0.29)

This release includes the following updates:

Fixes

• Fixed an issue where international phone numbers didn't display the correct country ID for SAC notifications. (CPLT-769)

October 27, 2021 (Q2 Co-Pilot 1.0.26)

This release includes the following updates:

Fixes

Removed Voice contacts from SAC targets when resetting password

Previously, CSRs were able to select Voice contacts when resetting passwords despite that functionality not being supported. When password resets were sent to a Voice contact, the end user received a phone call that was completely silent. Now, Voice contacts no longer appear in the list of delivery targets when resetting a password. (CPLT-742)

September 8, 2021 (Q2 Co-Pilot 1.0.25)

This release includes the following updates:

Fixes

• Fixed an issue where Voice SAC types didn't display in the list of available delivery targets when trying to reset an end user's password. (CPLT-707)

  Note: This issue was previously documented as fixed in the 1.0.24 release, but an additional issue was found that caused the behavior to persist.

August 24, 2021 (Q2 Co-Pilot 1.0.24)

This release includes the following updates:

What's new

Improved performance significantly

Q2's BackOffice API has been updated to take advantage of more efficient processing techniques. This update provides a significant increase in performance across all back-office products that utilize the BackOffice API, including Q2 Co-Pilot, Q2 Console, and Q2 Console feature sets. (BOAPI-282)

Fixes

• Fixed an issue where Voice SAC types didn't display in the list of available delivery targets when trying to reset an end user's password. (CPLT-707)

July 27, 2021 (Q2 Co-Pilot 1.0.22)

This release includes the following updates:

Fixes

• Fixed an issue where temporary passwords sent to end users in the Voice banking channel included letters instead of only numbers. (CPLT-660)

July 27, 2021 (Q2 Co-Pilot 1.0.21)

This release includes the following updates:

Fixes

• Fixed an issue where session IDs displayed at the bottom of the page after CSRs used CSR Assist. (CPLT-381)

July 7, 2021 (Q2 Co-Pilot 1.0.20)

This release includes the following updates:

What's new

Updated SAC target availability based on Group rights

Updated the application to hide Secure Access Code targets for password resets based on the following feature rights enabled at the Group level in Q2central:

• MFA: Allow secure access code delivery via email

• MFA: Allow secure access code delivery via SMS

• MFA: Allow secure access code delivery via voice

(CPLT-495)

May 11, 2021 (Q2 Co-Pilot 1.0.17)

This release includes the following updates:

Fixes

• Improved the formatting of international phone numbers for Secure Access Code contacts.

  

  Note: This formatting change requires minimum HQ versions 4.4.1.5725 or 4.5.0.6011.

  (CPLT-233)

April 13, 2021 (Q2 Co-Pilot 1.0.16)

This release includes the following updates:

Fixes

• Updated internal tools to fix an issue in another Q2 application. (CPLT-646)

March 23, 2021 (Q2 Co-Pilot 1.0.15)

This release includes the following updates:

What's new

Added Zone selection

If your FI is enabled for Zones, CSRs can now select a Zone from the drop-down list in the top-right corner of the application.

After CSRs select a Zone, the search results only display records that belong to the selected Zone. (CPLT-581)

Updated tables to truncate long text

The following tables have been updated to truncate text if they exceed the maximum field length:

• Phone contacts in the Customer and User panes

• User accounts in the User pane

• SAC contacts in the User pane

• Secure Access Codes (SACs) in the Login pane

Truncated text is followed with an ellipsis and can be hovered over to view the full text. (CPLT-637)

Added Zones error message

If your FI is enabled for Zones, an error message now displays for CSRs who do not have access to Zones.

(CPLT-637)

February 9, 2021 (Q2 Co-Pilot 1.0.14)

This release includes the following updates:

What's new

• Added a sortable Group column to the search results page to help CSRs identify which Group a result belongs to. (CPLT-557)

January 12, 2021 (Q2 Co-Pilot 1.0.13)

This release includes the following updates:

Fixes

• Added the User's middle name to the Name field in the User pane. (CPLT-535)

• Fixed an issue when searching by Login where, when CSRs searched for "nan" or any word containing that sequence of letters, the search returned zero results. (CPLT-606, BOAPI-114)

December 9, 2020 (Q2 Co-Pilot 1.0.12)

This release includes the following updates:

What's new

Updated permission requirements

Removed the requirement for CSRs to have Back-Office Channel Access to Q2central enabled in their CSR User profile for all Q2 Co-Pilot features. For more information, see Required rights for features. (CPLT-603)

October 6, 2020 (Q2 Co-Pilot 1.0.11)

This release includes the following updates:

What's new

Updated CSR Assist permission requirements

CSRs can now launch CSR Assist without having Back-Office Channel Access to Q2central enabled in their CSR User profile. For more information about Back-Office Channel Access, see Required rights for features. (CPLT-566)

Fixes

• Previously, due to the application's encryption requirements, CSRs couldn't log in to Co-Pilot if the time on their device was different than the time in the application's server by more than 60 seconds. This requirement has been removed, and CSRs can log in to Co-Pilot regardless of the time on their device. (CPLT-555)

June 9, 2020 (Q2 Co-Pilot 1.0.10)

This release includes the following updates:

What's new

• Improved performance by adding asynchronous HQ calls. (CPLT-307)

• Improved performance, stability, and error logging. (CPLT-499)

Fixes

• Fixed an issue where clear field buttons (X) didn't display. (CPLT-403)
• Fixed an issue where Secure Access Codes (SACs) and contacts from a previously-searched User sporadically appeared on other User's profiles. (CPLT-474)
• Fixed an issue where some icons and menu options didn't display on certain browsers. (CPLT-459)
• Fixed an issue where, when a search contained certain special characters (such as, &, <, and >), the search returned zero results. (CPLT-431)
• Fixed an issue where some infotips displayed at the bottom of the page and were partially cut off. (CPLT-383)
• Fixed an issue where CSRs were unable to log in if their passwords contained certain special characters. (CPLT-510)
• Fixed an issue where expired SACs didn't display as Expired. (CPLT-424)
• Fixed issues where errors occurred when CSRs attempted to send password resets and search for users by CIF. (CPLT-480)
• Fixed an issue where, when multiple Q2 Co-Pilot browser tabs were open, CSRs were logged out of the application. (CPLT-483)
• Fixed an issue where some Login profiles didn't display the Login name list, which allows CSRs to switch between multiple Logins associated with the User. (CPLT-513)

April 20, 2020 (Q2 Co-Pilot 1.0.7)

This release includes the following updates:

Fixes

• Fixed an issue where users were unable to log in on Safari browsers for macOS and iOS. (BOAPI-1)

February 25, 2020 (Q2 Co-Pilot 1.0.5)

This release includes the following updates:

What's new

Enable and disable Users

CSRs can now enable or disable Users. Disabling a User prevents all Logins under that User from being accessed by end users until it is re-enabled. CSRs can select Enable User or Disable User from the options menu () of the User pane.

Note the following requirements needed to enable and disable Users:

• Back-Office Channel Access to Q2central
• USER MANAGEMENT: Manage Users CSR right enabled
• Full Rights in Group Access Mapping

(CPLT-362)

Additional changes

• Improved support for Edge browsers. Q2 Co-Pilot supports the latest and previous two versions. (CPLT-382)
• Improved the accessibility of buttons throughout the application. (CPLT-386)
• Changed the column positions of the User accounts table to View, Deposit, and Withdraw. (CPLT-393)

Fixes

• Fixed an issue where no search results displayed when a user added a space at the end of their search. (CPLT-384)
• Fixed an issue where, when a user closed the Add SAC contact by selecting outside of it, they were unable to reopen it. (CPLT-389)
• Removed an unnecessary message that displayed when the user launched CSR Assist. (CPLT-380)

December 17, 2019 (Q2 Co-Pilot 1.0.4)

This release includes the following updates:

What's new

Added a Return to Search link

Based on feedback from financial institutions, a Return to Search link has been added to the top of the profile page that sends the CSR user back to the Search page when selected. (CPLT-214)

Additional changes

• Added inline validation to the Confirm new password field for when a CSR user changes their password. (CPLT-321)
• Improved error messages for when a CSR user unsuccessfully attempts to log in to CSR Assist. (CPLT-333)
• Added a new entitlement to allow a CSR user to view unmasked Secure Access Contacts. (CPLT-200)

Fixes

• Bug fixes and performance enhancements. (CPLT-337)

November 19, 2019 (Q2 Co-Pilot 1.0.3)

This release includes the following updates:

What's new

CSR Assist

Q2 Co-Pilot now allows CSRs to use CSR Assist on a User. With CSR Assist, CSRs can log in to online banking on behalf of an end user.

To launch CSR Assist, select CSR Assist from the options menu () on the User pane. CSRs with multiple CSR Assist policies can then select which policy they want to use.

Note the following information about CSR Assist:

• CSRs must have the Administration: CSR Assist entitlement enabled.
• CSRs must have Back-Office Channel Access to Q2central.

For more information on CSR Assist, see the Q2 Co-Pilot User Guide. (CPLT-248)

Group Access Mapping rights

Q2 Co-Pilot now honors Group Access Mapping rights set in Q2central. The following table describes the actions CSRs can take depending on their Group Access Mapping rights.

Group Access Mapping Rights Actions for CSRs

Right	View record details	Refresh SAC	Send password reset	All other features
None	No	No	No	No
View	Yes	Yes	No	No
View + Unlock	Yes	Yes	Yes	No
Full	Yes	Yes	Yes	Yes

For more information on Group Access Mapping, see the Q2central Administration Guide. (CPLT-260)

New entitlement requirements

Updated the required entitlements for some features so that a CSR user can only use a Co-Pilot feature if they are specifically enabled for it or have Back-Office Channel Access to Q2central.

The following Co-Pilot features are affected by the new entitlement requirements:

• Enabling a user
• Enabling/disabling a login
• Adding/deleting a Secure Access Code contact
• Using CSR Assist

Some Co-Pilot features require entitlements in addition to the Co-Pilot-specific entitlement and Q2central access. You can enable entitlements for a CSR role and edit Back-Office Channel Access of a CSR user in Q2central.

For more information on the requirements needed to access a Co-Pilot feature, see the Q2 Co-Pilot User Guide. (CPLT-316)

Additional changes

• Added a Help option to the user profile menu.

(CPLT-276)

• Added the ability to switch between multiple Logins associated with a User. CSRs can select available logins from the Login name list on the Login pane. (CPLT-243)
• Added a User accounts section to the User pane that lists accounts associated with the end user. To view end-user accounts, CSRs must at least have View rights for Group Access Mapping. (CPLT-296)
• Improved various UI elements of the application for consistency. (CPLT-264, CPLT-310, CPLT-311)
• When a CSR needs to reset their password, the New password field now validates as the CSR enters a new password. Additionally, the Save new password button is disabled until the CSR enters a valid password. (CPLT-101)

October 28, 2019 (Q2 Co-Pilot 1.0.2)

This release includes the following updates:

What's new

Refresh delivered Secure Access Codes

Added a Refresh SACs option to Secure Access Codes (SACs) section of the Login pane. Instead of refreshing the page to see the latest delivered SACs, CSRs can select this from the options menu () to refresh. (CPLT-189)

Manage Secure Access Code contacts

CSRs can now add or delete SAC contacts in the SAC contacts section of the User pane. To add a new SAC contact, select Add SAC contact () and enter contact information. To delete an SAC contact, select Delete SAC contact from the options menu () of the contact.

Note the following information about managing SAC contacts:

• To add contacts, CSRs must have the USER MANAGEMENT: Manage Users or Co-Pilot: Can Add Secure Access Code contact entitlements enabled.
• To delete contacts, CSRs must have the USER MANAGEMENT: Manage Users or Can Edit Secure Access Code contact entitlements enabled.
• Only domestic (United States) phone numbers are supported for Voice or SMS/text delivery.
• Phone numbers must begin with a number 1 through 9.
• Phone numbers can only be 10 digits long.

(CPLT-216, CPLT-175)

Enable and disable a Login

CSRs can now enable or disable end-user Logins. If the Login is disabled, CSRs can select Enable Login from the options menu () of the Login pane. If the Login is not disabled, CSRs can select Disable Login.

Note the following information about enabling and disabling Logins:

• CSRs must have the USER MANAGEMENT: Manage UserLogins entitlement enabled.
• Enabling or disabling a Login does not affect whether User is enabled or disabled.

(CPLT-209)

Added user avatar to application header

Added a user avatar to the top header of the application. CSRs can select the avatar coin to expand a menu that includes information, such as the financial institution and CSR name (if available), and a Log out option. This update provides design consistency across back-office applications and provides a space for future options to be added. (CPLT-222)

Default search criteria

Added the ability to set a default search criteria on the Search page. CSRs can choose which search criteria, if any, to set as the default. Then, any time the CSR navigates to the Search page, their default search criteria will be automatically selected. (CPLT-225)

Additional changes

• Added headers to the Login pane for better organization. (CPLT-148)

Fixes

• Fixed an issue where, when a number (such as CIF or SSN) began with a zero, the zero was removed from the application. (CPLT-195)

September 26, 2019 (Q2 Co-Pilot 1.0.1)

This release includes the following updates:

What's new

Secure Access Code contacts section

Updated the User pane to include an SAC contacts section that allows CSRs to view and troubleshoot delivery targets.

(CPLT-121)

Unlock Login option

Added an Unlock Login option to the Options menu. The CSR can select Unlock Login to return the login to a Normal status. This menu only appears if a login is locked.

(CPLT-146)

Additional changes

• Added section headers to the User pane to improve navigation. (CPLT-118)
• Updated the user interface to improve the user experience on smaller mobile devices. (CPLT-120)

Fixes

• Fixed an issue where the delivery target for a delivered secure access code (SAC) displayed as "undefined." (CPLT-141)