The July 4, 2022 release of Shield Engage 4.9 allows for the FI to determine if a Product or Service is Required or Defaulted in the application, as well as General Updates and Fixes.


New - Required or Default Products / Services in Application
  • Within an Application, the FI can determine if a product or service is required or defaulted for the MRB applicant.
    • Required means that a product or service will automatically be checked on the Choose Products & Services card and cannot be unchecked. When hovering over checkmark, a screen tip is displayed “Required Products cannot be unchecked.”
    • Default means that a Product or Service will automatically be checked on the Choose Products & Services card; however, the applicant can deselect if not desired.
    • Please contact us at support@shieldbanking.com to discuss this new feature.
General Updates and Fixes
  • Comments being removed on Documents with Applicant attaches or acknowledges has been resolved.
  • Within User Permissions, Edit mrb user has been updated to Edit As MRB user for clarification.  Removing the Edit functionality for Edit As MRB user removes the ability within the Utilities drop down.